Oorsprong van het eerstegraads netwerk van Dana Volfing
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).
68
| Subsidiary | Investment Banks/Brokers | 68 |
Cadogan Management LLC
 Cadogan Management LLC Investment ManagersFinance Founded in 1994 by Stuart Leaf, Cadogan Management LLC is a fund of hedge funds management firm located in New York City with an additional office in San Francisco. They manage the Arbiter Partners LP, the Aurora Borealis Fund LP, the Cadogan Alternative Strategies Fund Ltd., the Cadogan Opportunistic Alternatives Fund LLC, the Cadogan Partners LP and the Cadogan Ranunculus Fund LP.
43
| Extinct | Investment Managers | 43 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dana Volfing via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| SONIDA SENIOR LIVING, INC. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Global Diversified Futures Fund LP
 Global Diversified Futures Fund LP Investment ManagersFinance Global Diversified Futures Fund LP provides private equity fund. It engages in speculative trading of a diversified portfolio of commodity interests, including futures, option, swap, and forward contracts. The company was founded in June, 1998 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
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 Analyst-Equity Corporate Officer/Principal | |
Integrated Wealth Management, Inc.
 Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities | |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Arbiter Partners Capital Management LLC
 Arbiter Partners Capital Management LLC Investment ManagersFinance Arbiter Partners Capital Management LLC (Arbiter Partners) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Paul J. Isaac in 2007 as Fort Hoosac Management LLC. Arbiter Partners acts as an investment manager to multiple investment partnerships operated under the Arbiter name and to a separately managed account. Investors are primarily high net-worth individuals, family offices, and charitable trusts. | Investment Managers | Chief Executive Officer Director of Research - Equity | |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Baruch College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
Morgan Stanley Private Bank NA
 Morgan Stanley Private Bank NA Regional BanksFinance Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY. | Regional Banks | Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Benjamin F. Edwards & Co., Inc.
 Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| A.B. Freeman School of Business | College/University | Undergraduate Degree Graduate Degree | |
| Georgetown University | College/University | Masters Business Admin Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Graduate Degree Graduate Degree | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
Peers & Co.
 Peers & Co. TextilesProcess Industries Part of SBI Holdings, Inc., Peers & Co. is a company that manufactures textile products. The company is based in New York, NY. The company was founded in 1990 by Ralph S. Saul, Paul K. Kelly, Joel B. Gardner. | Textiles | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| MOOD MEDIA CORPORATION | Advertising/Marketing Services | Director/Board Member Director/Board Member | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Graduate Degree | |
Steward Partners Global Advisory LLC
 Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC. | Financial Conglomerates | Director/Board Member President | |
| Fairfield University | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
| Institute For Portfolio Alternatives | Director/Board Member | ||
University of the Pacific
 University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
PE Premier BCP VII Onshore Feeder Fund LP
 PE Premier BCP VII Onshore Feeder Fund LP Investment Trusts/Mutual FundsMiscellaneous PE Premier BCP VII Onshore Feeder Fund LP operates as a pooled investment fund. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Willamette University | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 48 |
Sectoraal
| Finance | 22 |
| Consumer Services | 22 |
| Health Services | 2 |
| Process Industries | 2 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 202 |
| Undergraduate Degree | 74 |
| Director/Board Member | 55 |
| Analyst-Equity | 35 |
| Portfolio Manager-Equities | 25 |
Sterkste connecties
| Insiders | |
|---|---|
| James Rosenthal | 24 |
| Jeremy Beal | 20 |
| Jeff Bullock | 16 |
| Ross Levin | 14 |
| Paul Isaac | 13 |
| Pat Oswald | 11 |
| Charles Johnston | 10 |
| Mark Willis | 9 |
| J. Parker Roy | 9 |
| Joel Lloyd Gantcher | 8 |
| Peter Zhou | 8 |
| Rene Annise Nourse | 7 |
| Marlena Ann Kaplan | 7 |
| Joshua Yifat | 7 |
| Kevin Hocevar | 7 |
- Beurs
- Insiders
- Dana Volfing
- Bedrijfsconnecties
