Ursprung des Netzwerks ersten Grades von Zachary Poitra
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.
16
| Subsidiary | Investment Banks/Brokers | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Zachary Poitra
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
SLS Management LLC
 SLS Management LLC Investment ManagersFinance Founded in 1999 by Scott Swid, SLS Management LLC is a hedge fund manager located in New York City. | Investment Managers | Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Institutional Sales | |
| Wellesley College | College/University | Undergraduate Degree | |
Evergreen Pacific Partners Management Co., Inc.
 Evergreen Pacific Partners Management Co., Inc. Investment ManagersFinance Evergreen Pacific Partners Management Co Inc (Evergreen Pacific Partners) is a private equity firm founded in 2004 by Timothy Dillon Bernardez, Michael Anthony Nibarger and Thomas McGill. The firm is headquartered in Seattle, Washington. | Investment Managers | Private Equity Investor | |
| Davidson College | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
| Weatherhead School of Management | College/University | Masters Business Admin | |
Pike Street Capital LLC
 Pike Street Capital LLC Investment ManagersFinance Pike Street Capital LLC (Pike Street Capital) is a private equity firm founded in 2017 by Paul Caragher, Dave Dandel and Ed Whatley. The firm is headquartered in Seattle, Washington. | Investment Managers | Founder | |
| Gonzaga University | College/University | Undergraduate Degree | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
| Georgetown University | College/University | Graduate Degree | |
| University of San Diego | College/University | Undergraduate Degree | |
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Investment Managers | Director of Research - Equity | |
| University of Denver | College/University | Undergraduate Degree | |
Clayton Associates Holdings LLC
 Clayton Associates Holdings LLC Investment ManagersFinance Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
| Wake Forest University | College/University | Graduate Degree | |
| Université de Toulon | College/University | Undergraduate Degree | |
| Sacred Heart University, Inc. | College/University | Undergraduate Degree | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Sales & Marketing | |
| JANUS CAPITAL GROUP INC | Investment Managers | Corporate Officer/Principal | |
| The University of the Basque Country | College/University | Undergraduate Degree | |
Facet Capital Management LLC
 Facet Capital Management LLC Investment ManagersFinance Founded in 2007, Facet Capital Management LLC is a hedge fund manager located in San Francisco, California. | Investment Managers | Analyst-Equity | |
| Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Masters Business Admin | |
| University of Kentucky | College/University | Undergraduate Degree | |
RedChip.com, Inc.
 RedChip.com, Inc. Internet Software/ServicesTechnology Services Founded in 1992, RedChip.com, Inc. is a part of ICM Asset Management, Inc. The company is based in Portland, OR. The company provides a comprehensive IR platform that helps small- and mid-cap companies to increase their retail and institutional shareholder base. RedChip.com was acquired by Freerealtime.com, Inc. on August 18, 2000 for $22.25 million. | Internet Software/Services | Corporate Officer/Principal | |
| NIKE, INC. | Apparel/Footwear | Corporate Officer/Principal | |
| Westmont College | College/University | Undergraduate Degree | |
| APPLIED MATERIALS, INC. | Industrial Machinery | Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Masters Business Admin | |
| Harvey Mudd College | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Masters Business Admin | |
BURKENROAD REPORTS
 BURKENROAD REPORTS Investment Banks/BrokersFinance Burkenroad Reports provides Research. The company was founded by Peter F. Ricchiuti in 1993 and is headquartered in New Orleans, LA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Portland Society of Financial Analysts | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 49 |
| Frankreich | 2 |
| Spanien | 2 |
Sektoral
| Finance | 27 |
| Consumer Services | 20 |
| Commercial Services | 2 |
| Technology Services | 2 |
| Consumer Non-Durables | 2 |
Operativ
| Analyst-Equity | 22 |
| Undergraduate Degree | 16 |
| Corporate Officer/Principal | 15 |
| Institutional Sales | 10 |
| Masters Business Admin | 5 |
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