Jeff Bilsky
Portefeuillebeheerder-Aandelen bij Chartwell Investment Partners LLC
Oorsprong van het eerstegraads netwerk van Jeff Bilsky
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
511
| College/University | Other Consumer Services | 511 |
University of Pennsylvania
178
| College/University | Other Consumer Services | 178 |
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).
120
| Subsidiary | Investment Banks/Brokers | 120 |
Rodman & Renshaw LLC (Old)
 Rodman & Renshaw LLC (Old) Investment Banks/BrokersFinance Founded in 2003 by Cliff Rodman and Charles Renshaw, Rodman & Renshaw LLC is a full-service investment bank and broker/dealer located in New York City with an additional office in Boston. The firm is a subsidiary of Rodman & Renshaw Capital Group (NasdaqGM: RODM). The firm provides corporate finance, strategic advisory and related services to public and private companies across multiple sectors and regions. They also provide research and sales and trading services to institutional investors. Rodman & Renshaw is a leader in the PIPE and RD (registered direct offering) transaction markets. The firm's research focuses on Asia, clean technology, community & regional banks, energy, industrial and commercial services, life science/healthcare and metals and mining. Rodman & Renshaw is a member of the NASD and the SIPC.
44
| Extinct | Investment Banks/Brokers | 44 |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.
39
| Subsidiary | Investment Managers | 39 |
Hudson Securities, Inc.
 Hudson Securities, Inc. Investment Banks/BrokersFinance Founded in 1984, Hudson Securities, Inc. is a registered broker/dealer located in Jersey City, New Jersey. Hudson Securities is a market maker, providing their clients with quality order execution and liquidity with an emphasis on smaller capitalized issues. They make markets in over 9,000 stocks including NMS equities, NASDAQ small caps, NYSE listed securities, OTCBB's, Pink Sheets, Foreign ADR and ordinary securities. Hudson Securities also accommodates clients' interest in bidding for or offering gray market stocks. They provide a full array of trading and execution services for their clients. The firm does not perform any internal research. Hudson Securities was founded in 1984 and operated as Wien Securities, Inc. until 2004. They are a wholly-owned subsidiary of Hudson Holding Corp.
28
| Extinct | Investment Banks/Brokers | 28 |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940.
26
| Subsidiary | Investment Managers | 26 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Bilsky 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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
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 | Undergraduate Degree Graduate Degree | |
Knight Capital Group, Inc.
 Knight Capital Group, Inc. Investment Banks/BrokersFinance Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree 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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of South Florida | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Elon University | College/University | Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Portfolio Manager-Equities Corporate Officer/Principal | |
Schwab Capital Markets LP
 Schwab Capital Markets LP Investment Banks/BrokersFinance Schwab Capital Markets LP provides security brokerage services. The company is headquartered in Piscataway, NJ | Investment Banks/Brokers | Corporate Officer/Principal Trading-Equity | |
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 Corporate Officer/Principal | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Masters Business Admin | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin 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 Analyst-Equity | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
Penn Mutual Asset Management LLC
 Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
| Swarthmore College | College/University | Undergraduate Degree Undergraduate Degree | |
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-Equity Market Strategist | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree Undergraduate Degree | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
Mercer Management Consulting, Inc.
 Mercer Management Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Mercer Management Consulting, Inc. provides management consulting services. The company offers business design innovation, brand strategy, operational excellence, transformation, and portfolio strategy services. The firm was founded in 1990 and is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
HSBC Continental Europe
 HSBC Continental Europe Regional BanksFinance HSBC Continental Europe provides banking and asset management services. The firm offers corporate finance, treasury, capital markets, new issues and origination, and security services. The company was founded in 1894 and is headquartered in Paris, France. | Regional Banks | Corporate Officer/Principal | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
| AssuranceSD | Founder | ||
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Corinthian Capital Group LLC
 Corinthian Capital Group LLC Investment ManagersFinance Corinthian Capital Group LLC (Corinthian Capital Group) is a private equity firm founded in 2005 by Steven J. Kumble, C. Kenneth Clay and Peter Van Raalte . The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Ares Management Corp (Private Equity)
 Ares Management Corp (Private Equity) Investment ManagersFinance Ares Management Corp (Ares Management) is a private equity firm, a subsidiary of Ares Capital Management LLC founded in 1997 by Michael J Arougheti. The firm is headquartered in Los Angeles, California. | Investment Managers | Corporate Officer/Principal | |
Ares Management LLC
 Ares Management LLC Investment ManagersFinance Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients. | Investment Managers | Analyst-Fixed Income | |
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 | |
Tessera Venture Partners LLC
 Tessera Venture Partners LLC Investment ManagersFinance Tessera Venture Partners LLC is a venture capital firm founded in 2018 by Xavier A. Segura and Sachin Jaitly. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Frankrijk | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 20 |
| Commercial Services | 3 |
Operationeel
| Undergraduate Degree | 104 |
| Analyst-Equity | 96 |
| Corporate Officer/Principal | 74 |
| Portfolio Manager-Equities | 55 |
| Director/Board Member | 52 |
Sterkste connecties
| Insiders | |
|---|---|
| Sandeep Achyut Naik | 26 |
| David Bard | 16 |
| Robert LaFleur | 15 |
| Ram Selvaraju | 13 |
| Samir Malik | 12 |
| Tony M. Sanfilippo | 10 |
| Doug B. Rainwater | 10 |
| D. J. Andrzejewski | 10 |
| Ed Antoian | 10 |
| Douglas Fisher | 8 |
| Matthew Robert Spitznagle | 8 |
| Joe Giamichael | 8 |
| Aubrey Hruby | 8 |
| Rashad Rahman | 7 |
| Shirin Bohra | 7 |
- Beurs
- Insiders
- Jeff Bilsky
- Bedrijfsconnecties
