Jeff Morrison
Portefeuillebeheerder-Aandelen bij Veritable LP
Oorsprong van het eerstegraads netwerk van Jeff Morrison
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The Pennsylvania State University
278
| College/University | Other Consumer Services | 278 |
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations.
30
| Subsidiary | Investment Managers | 30 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Morrison via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CONMED CORPORATION | Medical Specialties | Chief Tech/Sci/R&D Officer | |
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 Masters Business Admin | |
Milbank LLP
 Milbank LLP Miscellaneous Commercial ServicesCommercial Services Milbank LLP provides legal services. It serves corporate, finance, financial restructuring, litigation and arbitration, securities, capital markets, trusts, estates, and exempt organizations, and tax markets. The company was founded in 1866 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Superior Well Services, Inc.
 Superior Well Services, Inc. Oilfield Services/EquipmentIndustrial Services Superior Well Services, Inc. provides wellsite solutions to oil and natural gas companies, primarily technical pumping services and down-hole surveying services. The company was founded in March 2005 and is Headquartered in Indiana, PA. | Oilfield Services/Equipment | Chief Tech/Sci/R&D Officer | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Hirtle, Callaghan & Co. LLC
 Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree Graduate Degree | |
| ELUTIA INC. | Biotechnology | Corporate Officer/Principal Public Communications Contact | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
K&L Gates LLP
 K&L Gates LLP Miscellaneous Commercial ServicesCommercial Services K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| VIRIDIAN THERAPEUTICS, INC. | Pharmaceuticals: Major | Founder Director/Board Member | |
| LaSalle University | College/University | Masters Business Admin Undergraduate Degree | |
| Harvard Law School | College/University | Graduate Degree | |
| Schreyer Honors College | College/University | Undergraduate Degree | |
Franklin Square Holdings LP
 Franklin Square Holdings LP Investment ManagersFinance Franklin Square Holdings LP (FS Investment) is a private equity firm founded in 2007 by David J. Adelman, Randy I. Anderson and Michael Craig Forman. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | General Counsel | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Banco Santander International
 Banco Santander International Regional BanksFinance Banco Santander International provides private banking products and services in Latin America. It provides a wide range of services and products including deposits, mutual funds, custodial and administrative services, portfolio management, credit services, and foreign exchange. In addition, fiduciary services are offered through affiliated units abroad. Banco Santander International was founded in 2006 and is headquartered in Miami, FL. | Regional Banks | Corporate Officer/Principal | |
| FTAC ATHENA ACQUISITION CORP. | Financial Conglomerates | Chief Executive Officer | |
Cohen Circle LLC
 Cohen Circle LLC Investment ManagersFinance Cohen Circle LLC (Cohen Circle) is a venture capital firm founded in 2015 by Betsy Cohen and Daniel Cohen. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer | |
| Radiate Capital LLC | Private Equity Investor | ||
| COHEN & COMPANY INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| G1 THERAPEUTICS, INC. | Pharmaceuticals: Major | Director of Finance/CFO | |
| Society of Petroleum Engineers (Canada) | Corporate Officer/Principal | ||
| U.S. WELL SERVICES, INC. | Oilfield Services/Equipment | Chief Operating Officer | |
U.S. Well Services LLC
 U.S. Well Services LLC Oilfield Services/EquipmentIndustrial Services U.S. Well Services LLC provides oil field services. It engages in pressure pumping and related services, including high-pressure hydraulic fracturing in unconventional oil and natural gas basins. The firm operates in the Marcellus and Utica shale regions that cover West Virginia, Pennsylvania and Ohio. The company was founded by Edward S. Self III and Jeffrey McPherson on February 21, 2012 and is headquartered in Houston, TX. | Oilfield Services/Equipment | Chief Executive Officer | |
| Graduate School of Arts & Sciences (Columbia University ) | College/University | Graduate Degree | |
| Yale School of Management | College/University | Masters Business Admin | |
DoubleLine Capital LP
 DoubleLine Capital LP Investment ManagersFinance DoubleLine Capital LP (DoubleLine) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Jeffrey Gundlach and Louis Lucido in 2009. DoubleLine provides a variety of investment management services to institutional clients such as corporate entities, pension plans, Undertakings for the Collective Investment of Transferable Interests (UCITS) funds, registered investment companies and unregistered investment companies, foundations, and public and government entities. | Investment Managers | Analyst-Equity | |
Citigroup Saudi Arabia
 Citigroup Saudi Arabia Investment Banks/BrokersFinance Part of Citigroup, Inc., Citigroup Saudi Arabia is a Saudi Arabian company that provides investment banking services. The company is based in Riyadh, Saudi Arabia. Fahad Al-Deweesh has been the CEO of the company since 2023. | Investment Banks/Brokers | Chief Executive Officer | |
| L'AZURDE COMPANY FOR JEWELRY | Other Consumer Specialties | Director/Board Member | |
Headset, Inc.
 Headset, Inc. Packaged SoftwareTechnology Services Headset, Inc. develops a business intelligence platform for the marijuana industry. It offers Cannabis Market Intelligence that help operators make informed business decisions through data. The company was founded by Brian Wansolich, David Scott, and Scott Vickers in 2015 and is headquartered in Bellevue, WA. | Packaged Software | Director/Board Member | |
Bienville Capital Management LLC/Equity/
 Bienville Capital Management LLC/Equity/ Investment ManagersFinance Bienville Capital Management LLC/Equity/ (Bienville Capital) is a private equity and venture capital subsidiary of Bienville Capital Management LLC founded in 2008 by Cullen Thompson, Ralph Reynolds and Billy Stimpson. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Saoedi-Arabië | 3 |
| Nederland | 2 |
| Duitsland | 2 |
| Canada | 2 |
Sectoraal
| Finance | 20 |
| Consumer Services | 15 |
| Commercial Services | 6 |
| Health Technology | 5 |
| Industrial Services | 4 |
Operationeel
| Corporate Officer/Principal | 134 |
| Undergraduate Degree | 97 |
| Director/Board Member | 90 |
| Portfolio Manager-Equities | 30 |
| Analyst-Equity | 29 |
Sterkste connecties
| Insiders | |
|---|---|
| Bruce Booth | 40 |
| Edward Dowling | 24 |
| Yat Sing Choi | 14 |
| Betsy Barth | 12 |
| Amanda Abrams | 11 |
| Dawarit Tansuphasiri | 11 |
| Roland Fryer | 10 |
| Christian Marrone | 10 |
| Gordon Franklin Stone | 9 |
| Igor Jablokov | 8 |
| Brad Burke | 8 |
| Thomas Eugene Swaney | 8 |
| Michael Aaron Stolper | 8 |
| Brian Evanko | 7 |
| Julio Rodríguez Contreras | 7 |
- Beurs
- Insiders
- Jeff Morrison
- Bedrijfsconnecties
