Donald M. Ullmann
Directeur/Bestuurslid bij Fieldpoint Private Bank & Trust
Oorsprong van het eerstegraads netwerk van Donald M. Ullmann
| 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.
224
| Extinct | Investment Banks/Brokers | 224 |
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
204
| College/University | Other Consumer Services | 204 |
Brown University
176
| College/University | Other Consumer Services | 176 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.
141
| Subsidiary | Investment Banks/Brokers | 141 |
Salomon Brothers
65
| Extinct | Investment Banks/Brokers | 65 |
Gleacher & Co. Securities, Inc.
 Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Gleacher & Co. Securities, Inc. is an investment banking, capital markets and brokerage firm located in New York City. They are a subsidiary of Gleacher & Co., Inc. (NasdaqGM: GLCH). The firm was formerly known as Broadpoint Capital and was formed in 2010 as the result of the merger of merger of Broadpoint.Amtech Equity Capital Markets and Broadpoint.Gleacher Securities. Gleacher & Co. Securities provides corporate and public finance services and trading of corporate, government and municipal securities for institutional investors. The firm has three divisions: Municipal Capital Markets, Taxable Fixed-Income and Equity Capital Markets. The Municipal Capital Markets division underwrites and trades municipal securities in new issue and secondary markets. The Taxable Fixed-Income division is a broker/dealer that focuses on fixed-income securities with limited liquidity. The Equity Capital Markets division is a sector-focused investment banking group that provides research, trading, capital raising and advisory services to institutional and corporate clients. Gleacher & Co. Securities provides research on hundreds of equity, fixed-income and mortgage/asset backed securities. The firm offers research and execution services on thousands of securities across a full spectrum of industry sectors and asset classes.
42
| Extinct | Investment Banks/Brokers | 42 |
Fieldpoint Private Bank & Trust
 Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT.
13
| Subsidiary | Regional Banks | 13 |
Fieldpoint Private Holdings, Inc.
 Fieldpoint Private Holdings, Inc. Regional BanksFinance Fieldpoint Private Holdings, Inc. operates as a bank holding company whose subsidiaries provide banking services. The company is based in Greenwich, CT and has subsidiaries in the United States. The CEO of the company is Russell H. Holland.
12
| Holding Company | Regional Banks | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Donald M. Ullmann via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| New York University | College/University | Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Graduate 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 | Undergraduate Degree Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Trading-Fixed Income Institutional Sales | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Graduate Degree Corporate Officer/Principal | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Investment Managers | Portfolio Manager-Equities Chairman | |
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 Corporate Officer/Principal | |
William Blair Investment Management LLC
 William Blair Investment Management LLC Investment ManagersFinance William Blair Investment Management LLC (William Blair) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2014 and is a wholly-owned subsidiary of WBC Holdings LP. William Blair provides investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other institutional investors across the globe. | Investment Managers | Portfolio Manager-Equities Chairman | |
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 Chairman | |
| American University | College/University | Undergraduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
| GLEACHER & COMPANY INC | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Graduate Degree 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 | Graduate Degree Undergraduate Degree | |
| Credit Suisse Americas Foundation | Director/Board Member | ||
Coleman Research Group, Inc.
 Coleman Research Group, Inc. Investment ManagersFinance Coleman Research Group, Inc. (Coleman Research) is an investment research firm headquartered in New York City. It was founded by Kevin C. Coleman in 2003. The firm was acquired in 2021 by VisasQ, Inc. (TYO: 4490) in Japan. Coleman Research provides clients with research expertise across a broad array of industries. Their clients include institutional investors, consultancies and corporations. | Investment Managers | Corporate Officer/Principal | |
| Colgate University | College/University | Undergraduate Degree | |
Bannockburn Global Forex LLC
 Bannockburn Global Forex LLC Investment Banks/BrokersFinance Bannockburn Global Forex LLC provides currency payment and advisory services. It trades in currency pairs, offers a variety of foreign exchange products includes spot contracts, forwards, swaps, and non-deliverable forwards. The company was founded in 2009 and is headquartered in Cincinnati, OH. | Investment Banks/Brokers | Director/Board Member | |
| The Caramoor Center for Music & the Arts, Inc. | Director/Board Member | ||
| AVIDBANK HOLDINGS, INC. | Regional Banks | Director/Board Member | |
Tax Executives Institute, Inc.
 Tax Executives Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Tax Executives Institute, Inc. operates as an association. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New York Cares, Inc.
 New York Cares, Inc. Miscellaneous Commercial ServicesCommercial Services New York Cares, Inc. provides volunteerism services. It provides program that helps people with limited education, poor nutrition, low literacy, unemployment, and lack of basic needs. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Zwitserland | 2 |
Sectoraal
| Finance | 27 |
| Consumer Services | 19 |
| Commercial Services | 4 |
Operationeel
| Corporate Officer/Principal | 180 |
| Director/Board Member | 115 |
| Undergraduate Degree | 86 |
| Analyst-Equity | 53 |
| Masters Business Admin | 34 |
Sterkste connecties
| Insiders | |
|---|---|
| James F. Deutsch | 30 |
| Mark A. Ricca | 19 |
| Rob Brown | 18 |
| Barbara Goodstein | 17 |
| Barkley J. Stuart | 15 |
| Craig Foster Heimark | 13 |
| Peter Kevin Poli | 13 |
| James Louis Amine | 12 |
| Ramon Marimon | 11 |
| Neil Jonathan Wessan | 11 |
| Janet Dillione | 10 |
| Graham Sullivan | 10 |
| Mark P. Conley | 10 |
| Stephen M. Souza | 10 |
| Steve Milunovich | 10 |
- Beurs
- Insiders
- Donald M. Ullmann
- Bedrijfsconnecties
