Oorsprong van het eerstegraads netwerk van Brent Herndon
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
36
| Extinct | Investment Banks/Brokers | 36 |
Herndon Plant Oakley Ltd.
Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients.
5
| Private Company | Investment Banks/Brokers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brent Herndon via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Phoenix Network, Inc.
Phoenix Network, Inc. Specialty TelecommunicationsCommunications Part of Lumen Technologies, Inc. (Louisiana), Phoenix Network, Inc. provides long distance telecommunications management services. The company is based in Golden, CO. Phoenix Network was acquired by Qwest Communications International, Inc., part of Lumen Technologies, Inc. (Louisiana) from April 01, 2011 on March 31, 1998 for $31.16 million. The company was founded by Mark E. Hawn. | Specialty Telecommunications | Director/Board Member | |
CoreCare Systems, Inc.
CoreCare Systems, Inc. Hospital/Nursing ManagementHealth Services CoreCare Systems, Inc. operates psychiatric treatment centers. It offers various services, including behavioral health services, leasing office space at the Kirkbride center to third parties, food services and clinical trial services for central nervous system disorders. The company is headquartered in Philadelphia, PA. | Hospital/Nursing Management | Chairman | |
San Francisco Sentry Investment Group, Inc.
San Francisco Sentry Investment Group, Inc. Investment ManagersFinance San Francisco Sentry Investment Group, Inc. (San Francisco Sentry) is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by Merrill Magowan and Richard Dirickson Jr. in 1993. San Francisco Sentry provides investment advisory and management services to individuals, high net worth-individuals, trusts, businesses, pension plans and charitable organizations. | Investment Managers | Founder | |
European Investment Bank
European Investment Bank General GovernmentGovernment European Investment Bank is a long term lending bank representing the interest of the European Union members. It raises substantial volumes of funds on the capital markets and provides finance and expertise for investment projects towards the integration, balanced development and economic and social cohesion among members. Its services include lending, blending and advising. The Lending service offers loans, guarantees, microfinance as well as equity investment. The Blending service includes unlock financing from other sources and blended together to form full financing package. The Advising service covers administrative and project management assistance with facilities investment implementation. The company was founded in 1958 and is headquartered in Luxembourg. | General Government | President | |
Capital Institutional Services, Inc.
Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Founder | |
Noble Capital Markets, Inc.
Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Analyst-Equity | |
Tuohy Brothers Investment Research, Inc.
Tuohy Brothers Investment Research, Inc. Investment Banks/BrokersFinance Tuohy Brothers Investment Research, Inc. provides equity research, sales and trading services to a variety of institutional investors, and also offers investment banking services to sector companies. They focus on energy industry trends, commodity markets and individual company developments. Within the energy sector, the firm focuses on the U.S. natural gas industry. Within the commodities markets, Tuohy Brothers focuses on analysis of variables affecting natural gas supply and demand with the objective of forecasting prices. They offer opinions on crude oil prices related to global capacity, interaction with the U.S. dollar, asset class impact and other variables. The firm also provides analysis of coal prices as revealed in ongoing contracts and spot transactions. In addition, they analyze developments affecting a broad range of energy companies. They consider active communications related to company-specific events and information on companies found in periodic publications. The company was founded in 2004 and is located in New York City. | Investment Banks/Brokers | Analyst-Equity | |
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Investment Managers | Founder | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Drexel University | College/University | Undergraduate Degree | |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity | |
Progressive Investment Management Corp.
Progressive Investment Management Corp. Investment ManagersFinance Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies. | Investment Managers | Corporate Officer/Principal | |
Glass Wealth Management Co. LLC
Glass Wealth Management Co. LLC Investment ManagersFinance Glass Wealth Management Co. LLC (GWM) is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Originally founded by Edward M. Glass in 1988 as Glass Management Co., Inc., the firm changed their name to Glass Wealth Management Co., Inc. in 2014 and later reorganized into a Texas limited liability company in 2021. GWM provides investment services primarily for high-net-worth individuals, families, and related accounts. | Investment Managers | Founder | |
Declaration Holdings, Inc.
Declaration Holdings, Inc. Investment Banks/BrokersFinance Part of Intellectual Capital Markets, Inc., Declaration Holdings, Inc. provides investment banking services. The company is based in Conshohocken, PA. Declaration Holdings was acquired by Intellectual Capital Markets, Inc. on December 05, 2001. | Investment Banks/Brokers | Chairman | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Mentor Capital Partners Ltd.
Mentor Capital Partners Ltd. Investment ManagersFinance Mentor Capital Partners Ltd. (Mentor Capital Partners) is a private equity firm founded in1994 by Edward F Sager. The firm headquartered in Yardley, Pennsylvania. | Investment Managers | Founder | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
Newground Social Investment SPC
Newground Social Investment SPC Investment ManagersFinance Newground Social Investment SPC (Newground) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Bruce Herbert in 1994. Newground offers comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide. | Investment Managers | Chief Executive Officer | |
The College of William & Mary | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Graduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
University of North Texas | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
University of South Carolina | College/University | Undergraduate Degree | |
EarlyBirdCapital, Inc.
EarlyBirdCapital, Inc. Investment Banks/BrokersFinance Founded in 2000, EarlyBirdCapital, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a subsidiary of EBC Holdings, Inc. and their ultimate parent is Firebrand Financial Group, Inc. (NASDAQ: FFGI). | Investment Banks/Brokers | Analyst-Equity | |
Rotan Mosle, Inc.
Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Investment Banks/Brokers | Corporate Officer/Principal | |
National Association of Petroleum Investment Analysts
National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services National Association of Petroleum Investment Analysts is a Non-Profit organization, which engages in education of its members in their knowledge of the petroleum industry. The company was founded in 1974 and is headquartered in Concord, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
United Way of Greater Mercer County
United Way of Greater Mercer County Miscellaneous Commercial ServicesCommercial Services United Way of Greater Mercer County provides leadership services and related programs. It offers neutral table around which groups can partner and collaborate to produce results in local human care issues in the Mercer County area. The company was founded in 1994 and is headquartered in Lawrenceville, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Bank of Princeton
The Bank of Princeton Regional BanksFinance The Bank of Princeton engages in the provision of personal, business lending, and deposit services. It offers traditional retail banking solutions, one-to four-family residential mortgage loans, multi-family and commercial mortgage loans, construction loans, commercial business loans, and consumer loans including home equity loans and lines of credit. The company was founded by Stephen Distler and Ross Wishnick on March 5, 2007 and is headquartered in Princeton, NJ. | Regional Banks | Director/Board Member | |
Princeton Family YMCA
Princeton Family YMCA Investment Trusts/Mutual FundsMiscellaneous Princeton Family YMCA is a not-for-profit community organization that operates for charitable purposes. The non-profit company is based in Princeton, NJ. Princeton Family YMCA was acquired by Greater Somerset County YMCA on March 01, 2022. | Investment Trusts/Mutual Funds | Chairman | |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Investment Managers | Chief Executive Officer Investment Committee Member Investment Committee Member | |
Montgomery Basketball Association
Montgomery Basketball Association Miscellaneous Commercial ServicesCommercial Services Montgomery Basketball Association operates as a basketball association that provides a wholesome atmosphere for instructive recreational and travel basketball. The private company is based in Skillman. | Miscellaneous Commercial Services | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Montgomery Township Education Foundation
Montgomery Township Education Foundation Miscellaneous Commercial ServicesCommercial Services Montgomery Township Education Foundation provides support for strategic programs aimed at improving the education of public school children. The private company is based in Skillman. | Miscellaneous Commercial Services | Director/Board Member | |
Nassau County Hockey | Director/Board Member | ||
Greyscale AI, Inc.
Greyscale AI, Inc. Packaged SoftwareTechnology Services Greyscale AI, Inc. is a company that specializes in transforming inspections through their technology. The company is based in Fremont, CA. The company's cloud-based data analytics, x-ray imaging, and AI algorithms ensure safer and more efficient inspection processes. The company is able to capture all food safety, quality, and production data in real-time at machine speed. The company was founded in 2020 by Paul S. Kirincich, Rich Cisek, and Don Fotsch. Rich Cisek has been the CEO since 2020. | Packaged Software | Director/Board Member | |
PRINCETON BANCORP, INC. | Regional Banks | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 50 |
Luxemburg | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 14 |
Commercial Services | 5 |
Communications | 2 |
Health Services | 2 |
Operationeel
Corporate Officer/Principal | 80 |
Director/Board Member | 40 |
Undergraduate Degree | 33 |
Analyst-Equity | 29 |
Portfolio Manager-Equities | 28 |
Sterkste connecties
Insiders | |
---|---|
Thomas Sittema | 28 |
Juliet Ellis | 13 |
Steve Shueh | 13 |
Ralph Wayne Atwell | 11 |
John J. Conefry | 10 |
Kristin Gamble | 9 |
George P. Stasen | 8 |
Joshua Lee Zaret | 8 |
Richard F. Rossi | 8 |
Phil L. Dodge | 7 |
Gary Alan Pulford | 7 |
James L. Rawlings | 7 |
Frank Zammataro | 7 |
David Post | 7 |
Ram Kolluri | 7 |
- Beurs
- Insiders
- Brent Herndon
- Bedrijfsconnecties