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Chris Paleologus
Analyst-Equity bij Financial Architects, Inc.
Oorsprong van het eerstegraads netwerk van Chris Paleologus
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
St. Joseph's University
20
| College/University | Other Consumer Services | 20 |
Financial Architects, Inc.
![]() Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations.
8
| Subsidiary | Investment Managers | 8 |
Blue Bell Private Wealth Management LLC
![]() Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Chris Paleologus via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
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 | Analyst-Equity | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Glenmede Investment Management LP
![]() Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Portfolio Manager-Equities | |
MORGAN STANLEY | Investment Managers | Portfolio Manager-Equities | |
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 | Analyst-Equity | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
BlackRock Investments LLC
![]() BlackRock Investments LLC Investment Banks/BrokersFinance Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006. | Investment Banks/Brokers | Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Director of Investments | |
META PLATFORMS, INC. | Internet Software/Services | Investor Relations Contact | |
University of Notre Dame | College/University | Masters Business Admin | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Drexel University | College/University | Undergraduate Degree Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Graduate Degree | |
Syracuse University | College/University | Undergraduate Degree | |
JIANGSU HONGTIAN TECHNOLOGY CO.,LTD. | Oilfield Services/Equipment | Director/Board Member | |
HILLSTONE NETWORKS CO.,LTD. | Telecommunications Equipment | Director/Board Member | |
Jiangxi University of Finance & Economics | College/University | Undergraduate Degree | |
UCLOUD TECHNOLOGY CO., LTD. | Packaged Software | Director/Board Member | |
Boenning & Scattergood, Inc. (Broker)
![]() Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Analyst-Equity | |
Stanley-Laman Group Ltd.
![]() Stanley-Laman Group Ltd. Investment ManagersFinance Stanley-Laman Group Ltd. (SLG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, endowments, foundations, trusts, estates, LLCs and corporations. | Investment Managers | Analyst-Equity | |
Cooper Creek Partners Management LLC
![]() Cooper Creek Partners Management LLC Investment ManagersFinance Cooper Creek Partners Management LLC (Cooper Creek) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Robert Schwartz in 2008. Cooper Creek provides discretionary advisory services to certain pooled investment vehicles organized as private investment funds and to a separately managed account. | Investment Managers | Analyst-Equity | |
Lebow College of Business | College/University | Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Stillman School of Business | College/University | Undergraduate Degree | |
Bloomberg LP (Research)
![]() Bloomberg LP (Research) Investment ManagersFinance Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries. | Investment Managers | Corporate Officer/Principal | |
Erivan K. Haub School of Business | College/University | Undergraduate Degree | |
Integral Health Asset Management LLC
![]() Integral Health Asset Management LLC Investment ManagersFinance Integral Health Asset Management LLC (IHAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Bhagwan Jay Rao in 2019 and is wholly owned by Integral Health Advisors LP. IHAM provides discretionary investment advisory and sub-advisory services to two sub-advised accounts and serves as the investment manager to affiliated pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Pennsylvania Capital Management, Inc.
![]() Pennsylvania Capital Management, Inc. Investment ManagersFinance Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
University of Maryland | College/University | Undergraduate Degree | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
AlphaOne Investment Services LLC
![]() AlphaOne Investment Services LLC Investment ManagersFinance Founded in 2008, AlphaOne Investment Services LLC (AOIS) is a registered investment advisor and hedge fund manager located in Villanova, Pennsylvania. The firm is a wholly-owned subsidiary of AlphaOne Capital Partners LLC (AOCP). AOCP Holdings LLC is a wholly-owned subsidiary of AlphaOne Holdings LLC, a private company owned by Paul J. Hondros. AOCP acquired Redstone Investment Management LP in 2009. AOIS’ clients consist of a registered investment company (AlphaOne Micro Cap Equity Fund), private unregistered funds, individually managed accounts, and UMA clients. | Investment Managers | Public Communications Contact | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Lem Capital LP
![]() Lem Capital LP Investment ManagersFinance Lem Capital LP is a Private Equity firm, a subsidiary of Independence Capital Partners LLC founded in 2002 by Ira Mark Lubert, Jay J. Eisner and Herbert L. Miller. Lem Capital LP is headquartered in Philadelphia. | Investment Managers | Corporate Officer/Principal | |
Cohen & Co.
![]() Cohen & Co. Other Consumer ServicesConsumer Services Cohen & Co. provides accounting services. The firm offers services in the areas of investment industry, private company, and management advisory. Its services include collective investment trust, enterprise tax solutions, ownership succession, management consulting, and business valuation. The company was founded by Ron Cohen in 1977 and is headquartered in Cleveland, OH. | Other Consumer Services | Corporate Officer/Principal | |
Tola Capital LLC
![]() Tola Capital LLC Investment ManagersFinance Tola Capital LLC (Tola Capital) is a venture capital firm founded in 2010 by Sheila May Gulati and Stacey Giard. The firm is headquartered in Seattle, Washington. | Investment Managers | Director of Finance/CFO | |
Full In Partners Management LLC
![]() Full In Partners Management LLC Investment ManagersFinance Full In Partners Management LLC (Full in Partners) is a private equity firm founded in 2018 by Elodie Dupuy, Jessics Davis and Eric Tonky. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
Global Beta Advisors LLC
![]() Global Beta Advisors LLC Investment ManagersFinance Global Beta Advisors LLC (Global Beta) is an independent, SEC-registered investment advisor headquartered in North Wales, Pennsylvania. The firm was founded by Vincent Lowry in 2017. Global Beta offers investment advisory services to registered investment advisers, institutional investors, and private investors through their platform. | Investment Managers | President | |
Global Beta ETF Trust
![]() Global Beta ETF Trust Finance/Rental/LeasingFinance Global Beta ETF Trust is an open-end management investment company. It issues and redeems shares at net asset value only in aggregations of a specified number of shares. The company was founded on April 22, 2019 and is headquartered in Philadelphia, PA. | Finance/Rental/Leasing | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 46 |
China | 5 |
Sectoraal
Finance | 32 |
Consumer Services | 13 |
Technology Services | 3 |
Process Industries | 2 |
Consumer Non-Durables | 2 |
Operationeel
Undergraduate Degree | 28 |
Analyst-Equity | 22 |
Corporate Officer/Principal | 17 |
Portfolio Manager-Equities | 14 |
Director/Board Member | 8 |
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