Oorsprong van het eerstegraads netwerk van Frank Balas
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program.
8
| Subsidiary | Investment Managers | 8 |
Salisbury State University
6
| College/University | Other Consumer Services | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Frank Balas via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Soros Fund Management LLC
Soros Fund Management LLC Investment ManagersFinance Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as the principal asset manager for the Open Society Foundations (Open Society) – a private funder of independent groups that works for justice, democratic governance, and human rights. | Investment Managers | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Investment Managers | Compliance Officer | |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Bengur Bryan & Co., Inc.
Bengur Bryan & Co., Inc. Investment ManagersFinance Bengur Bryan & Co., Inc. operates as an investment bank which focuses on private placements, mergers and acquisitions, and other financial advisory services. It serves industries that include communications and technology, transportation, financial and business, consumer products and services, manufacturing and distribution, and health care services. The company was founded by Charles A. Bryan and Osmar Bengur in 1991 and is headquartered in Baltimore, MD. | Investment Managers | Private Equity Analyst | |
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 | Portfolio Manager-Equities | |
Arrow Investment Advisors LLC
Arrow Investment Advisors LLC Investment ManagersFinance Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. | Investment Managers | Corporate Officer/Principal | |
Weiss Multi-Strategy Advisers LLC
Weiss Multi-Strategy Advisers LLC Investment ManagersFinance Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm. | Investment Managers | Analyst-Equity | |
Boston Management & Research
Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | Market Strategist | |
University of Pittsburgh | College/University | 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 | Analyst-Equity | |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Analyst | |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
ABS Capital Partners, Inc.
ABS Capital Partners, Inc. Investment ManagersFinance ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Investor | |
Long Island University | College/University | Graduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
St. Joseph's University New York | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Analyst-Equity | |
State University of New York at Old Westbury | College/University | Graduate Degree | |
Tomorrow's Hope Foundation
Tomorrow's Hope Foundation Investment Trusts/Mutual FundsMiscellaneous Tomorrow's Hope Foundation is a non-profit organization that provides scholarship and program funding for the needs of students and schools. The company was founded in September 2005 and is headquartered in Uniondale, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
Choreo LLC
Choreo LLC Investment ManagersFinance Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types. | Investment Managers | Corporate Officer/Principal | |
Bayes Business School | College/University | Graduate Degree | |
deepwatch, Inc.
deepwatch, Inc. Packaged SoftwareTechnology Services deepwatch, Inc. develops cloud-based managed security services platform. The firm focuses on redefining the managed security services industry. The company was founded by Justin Morehouse in 2015 and is headquartered in Tampa, FL. | Packaged Software | Corporate Officer/Principal | |
Patriot Capital
Patriot Capital Investment ManagersFinance Patriot Capital (Patriot) is a private equity firm founded in 2001 by Charles McCusker and Chris Royston. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Analyst | |
Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Investment Managers | Portfolio Manager-Fixed Income | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Corlex Capital LLC
Corlex Capital LLC Investment ManagersFinance Corlex Capital LLC (Corlex Capital) is a private equity firm founded in 2018 by Jason Bedasse, Jake L. LaJoie, Daniel G. Lonergan, Chad Magee, and Jeffrey E. Kolton. The firm is headquartered in Atlanta, Georgia. | Investment Managers | President | |
Engaged Capital Co-Invest V-B LP
Engaged Capital Co-Invest V-B LP Investment ManagersFinance Engaged Capital Co-Invest V LP operates as a pooled investment fund company that provides investment services. The company is headquartered in Newport Beach, CA. | Investment Managers | Consultant / Advisor | |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Private Equity Investor |
Statistieken
Internationaal
Verenigde Staten | 40 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 12 |
Miscellaneous | 3 |
Commercial Services | 2 |
Industrial Services | 2 |
Operationeel
Undergraduate Degree | 14 |
Corporate Officer/Principal | 11 |
Portfolio Manager-Equities | 9 |
Analyst-Equity | 7 |
Portfolio Manager-Fixed Income | 5 |
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