Oorsprong van het eerstegraads netwerk van Brian Edward Ferry
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Miami University
114
| College/University | Other Consumer Services | 114 |
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices.
23
| Subsidiary | Investment Managers | 23 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brian Edward Ferry via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Analyst-Fixed Income | |
Brown Gibbons Lang & Co. LLC
Brown Gibbons Lang & Co. LLC Investment Banks/BrokersFinance Brown Gibbons Lang & Co. LLC offers investment banking services. Its services include mergers & acquisitions, debt & equity placements, financial restructuring, financial advisory & valuation services. The company was founded by Michael Eugene Gibbons in 1989 and is headquartered in Cleveland, OH. | Investment Banks/Brokers | Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Private Equity Investor Analyst-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Investment Committee Member Portfolio Manager-Fixed Income Analyst-Fixed Income | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Chief Executive Officer Analyst-Equity | |
Heitman LLC
Heitman LLC Investment ManagersFinance Heitman LLC (Heitman) is a private equity firm founded in 1966 .The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Morgan Stanley European Equity Fund, Inc.
Morgan Stanley European Equity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Morgan Stanley European Equity Fund, Inc. is a diversified open management investment company. Its primary objective is to seek a high level of current income. It also has a secondary investment objective of long-term capital appreciation. The company was founded on February 13, 1990 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Florida Gulf Coast University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cleveland Research Co. LLC
Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal Market Strategist | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Fixed Income Market Strategist | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
The Curtis L. Carlson School of Management | College/University | Undergraduate Degree Masters Business Admin | |
Cleveland State University | College/University | Undergraduate Degree Masters Business Admin | |
Farmer School of Business | College/University | Corporate Officer/Principal Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
Alpaca VC Investment Management LLC
Alpaca VC Investment Management LLC Investment ManagersFinance Alpaca VC Investment Management LLC (Alpaca VC ) is a venture capital arm of Corigin Holdings LLC founded in 2010 by Ryan Freedman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Consultant / Advisor | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Kentucky | College/University | Undergraduate Degree Masters Business Admin | |
Havenly, Inc.
Havenly, Inc. Miscellaneous Commercial ServicesCommercial Services Havenly, Inc. engages in the provision of online interior design services. It offers Havenly mini, and Havenly full packages. The company was founded by Lee Mayer, Emily Motayed and Jessie Dixon in 2013 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Director/Board Member | |
Custom Furniture Technologies, Inc.
Custom Furniture Technologies, Inc. Wholesale DistributorsDistribution Services Custom Furniture Technologies, Inc. provides furniture. It is the direct-to-consumer home decor brand creating furniture. The company was founded by Christiane Lemieux, and is headquartered in New York, NY. | Wholesale Distributors | Director/Board Member | |
PineBridge Private Equity Group
PineBridge Private Equity Group Investment ManagersFinance PineBridge Private Equity Group (PineBridge Private Equity) is a private equity firm an operating division of PineBridge Investments LLC founded in 1996. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
RCP Advisors LLC
RCP Advisors LLC Investment ManagersFinance RCP Advisors LLC (RCP Advisors) is a private equity subsidiary of P10 Holdings, Inc. founded in 2001 by William Souder, Jeff Patrick Gehl, Thomas Patrick Danis Jr., Charlie Keydel Huebner and Timothy Jerome Danis. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Columbia School of International & Public Affairs | College/University | Graduate Degree | |
Elliott School of International Affairs | College/University | Graduate Degree | |
Element Pointe Advisors LLC
Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC (Element Pointe) is an independent investment management and family office advisory firm headquartered in Miami, Florida. The firm was founded by David Savir and Carlos A. Dominguez in 2016. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to o individuals, trusts, estates, charitable organizations, corporations, business entities, trustees or other fiduciaries to retirement plans subject to ERISA, and private funds organized their affiliate. | Investment Managers | Portfolio Manager-Equities | |
Brownson, Rehmus & Foxworth, Inc.
Brownson, Rehmus & Foxworth, Inc. Investment ManagersFinance Brownson, Rehmus & Foxworth, Inc. (BRF) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Frederick O. Brownson in 1969. BRF provides personalized financial counseling and non-discretionary investment advisory services on a fee-only basis to individuals, high net worth individuals, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. | Investment Managers | Corporate Officer/Principal | |
Industrial Opportunity Partners LLC
Industrial Opportunity Partners LLC Investment ManagersFinance Industrial Opportunity Partners LLC (IOP) is a private equity firm founded in 2005 by Kenneth M. Tallering, Adam R. Gottlieb, and Bob M. Vedra. The firm is headquartered in Evanston, IL. | Investment Managers | Private Equity Investor | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Graduate Degree | |
Houlihan Lokey Capital, Inc.
Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Columbia University College of Physicians & Surgeons | College/University | Doctorate Degree |
Statistieken
Internationaal
Verenigde Staten | 43 |
Sectoraal
Finance | 26 |
Consumer Services | 14 |
Commercial Services | 3 |
Technology Services | 2 |
Miscellaneous | 2 |
Operationeel
Undergraduate Degree | 99 |
Corporate Officer/Principal | 90 |
Director/Board Member | 63 |
Analyst-Equity | 39 |
Private Equity Investor | 35 |
Sterkste connecties
Insiders | |
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Jakki Haussler | 38 |
David Goldberg | 16 |
Bill Sommerschield | 11 |
Chad Bronstein | 10 |
Ryan Graves | 10 |
Jay Stolkin | 10 |
Michael Silverstein | 8 |
Marty Wasmer | 7 |
Aaron Toppston | 7 |
Neil Malkin | 6 |
Brian Murphy | 6 |
Andrew S. Molloy | 6 |
Michael A. Scoon | 6 |
Bryan Michael Baritot | 6 |
Mark A. Iannarelli | 6 |
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