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Jeffrey Zipper
Portefeuillebeheerder-Aandelen bij U.S. Bank NA (Cincinnati Ohio Investment Management)
Oorsprong van het eerstegraads netwerk van Jeffrey Zipper
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors.
85
| Operating Division | Investment Managers | 85 |
PaineWebber, Inc.
39
| Extinct | Investment Banks/Brokers | 39 |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.
28
| Operating Division | Investment Managers | 28 |
Fleet Investment Advisors
5
| Extinct | Major Banks | 5 |
Suntrust Investment Services, Inc. (Investment Adviser)
![]() Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC.
5
| Extinct | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeffrey Zipper via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
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 | Analyst-Equity Corporate Officer/Principal | |
US BANCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Community Trust & Investment Co.
![]() Community Trust & Investment Co. Investment ManagersFinance Community Trust & Investment Co. (CTIC) is an investment management firm headquartered in Pikeville, Kentucky. Formerly known as Trust Co. of Kentucky, the firm is a subsidiary of Community Trust Bancorp, Inc. (NASDAQ: CTBI). CTIC is comprised of two business units, Wealth and Trust Management (WTM) and Community Trust Financial Services (CTFS). WTM offers disciplined investment management that is consistent with client objectives. CTFS is the retail investment and insurance division. | Investment Managers | Portfolio Manager-Equities | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Corporate Officer/Principal | |
Princeton Securities Group, Inc.
![]() Princeton Securities Group, Inc. Investment Banks/BrokersFinance Princeton Securities Group, Inc. is a private company based in Fort Lee, NJ. | Investment Banks/Brokers | Corporate Officer/Principal | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
HM Capital Management LLC
![]() HM Capital Management LLC Investment ManagersFinance HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients. | Investment Managers | Chief Executive Officer | |
University of Virginia | College/University | 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 | Corporate Officer/Principal Undergraduate Degree Doctorate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree Undergraduate Degree | |
Dollar Bank, A Federal Savings Bank
![]() Dollar Bank, A Federal Savings Bank Savings BanksFinance Dollar Bank provides banking services. It offers cash management, business financing, real estate lending, leasing and private banking services. The company was founded in 1855 by Charles Colton and is headquartered in Pittsburgh, PA. | Savings Banks | Corporate Officer/Principal | |
George Washington University | College/University | Undergraduate Degree Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
B. Riley Wealth Management, Inc.
![]() B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Director of Research - Equity | |
Bowling Green State University | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Masters Business Admin | |
Creighton University | College/University | Undergraduate Degree | |
Eastern Washington University | College/University | Masters Business Admin Masters Business Admin | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
University of Northern Iowa | College/University | Masters Business Admin Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Piper Sandler & Co.
![]() Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
Vertical Research Partners LLC
![]() Vertical Research Partners LLC Investment ManagersFinance Founded in 2010 by Jeffrey Sprague, Michael Heffernan and Nicole Parent, Vertical Research Partners LLC is an independent equity research firm located in Stamford, Connecticut. The firm provides proprietary research and analysis that focuses on the industrial sector. | Investment Managers | Analyst-Equity | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Hispanic Association on Corporate Responsibility
![]() Hispanic Association on Corporate Responsibility Miscellaneous Commercial ServicesCommercial Services The Hispanic Association on Corporate Responsibility (HACR) is a network of Fortune 500 companies committed to advancing the inclusion of Hispanics in corporate America. The private company is based in Washington. The American company's mission is to advocate for greater Hispanic participation on corporate boards and provide leadership development and diversity training for Hispanic/Latinx employees at different corporate experience levels. HACR offers executive programs to accelerate the human capital of Hispanic and Latino mid-to-senior-level corporate executives, board members, and rising talent. Cid Wilson has been the CEO of the company since 2014. | Miscellaneous Commercial Services | Chief Executive Officer | |
Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Investment Managers | Portfolio Manager-Equities | |
LatinoJustice PRLDEF
![]() LatinoJustice PRLDEF Miscellaneous Commercial ServicesCommercial Services LatinoJustice PRLDEF is a non-profit organization that operates as a civil rights organization focused on defending the civil and human rights of Latino communities through impact litigation, advocacy, and education. The company was founded by Jorge Batista, Victor Marrero and Cesar A. Perales in 1972 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
University of Mount Union | College/University | Undergraduate Degree | |
Allegiant Financial Advisors LLC
![]() Allegiant Financial Advisors LLC Investment ManagersFinance Part of Allegiant Financial, Inc., Allegiant Financial Advisors LLC is a company that provides investment advice. The company is based in Miami, FL. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 49 |
Sectoraal
Finance | 24 |
Consumer Services | 24 |
Commercial Services | 3 |
Process Industries | 2 |
Operationeel
Corporate Officer/Principal | 139 |
Undergraduate Degree | 85 |
Portfolio Manager-Equities | 79 |
Masters Business Admin | 34 |
Director/Board Member | 32 |
Sterkste connecties
Insiders | |
---|---|
George Siguler | 23 |
Michael David Jamison | 13 |
David A. Lahar | 12 |
David J. Gallitano | 11 |
Richard S. Foote | 11 |
Will Hardee | 11 |
Bill H. Feingold | 10 |
Michael J. McCloskey | 10 |
R. Pierce Onthank | 9 |
Cid Wilson | 9 |
Brett Linzey | 8 |
John Ravalli | 7 |
Mark S. Jordahl | 7 |
Christiane Tsuda | 7 |
Scott Preston Sollars | 7 |
- Beurs
- Insiders
- Jeffrey Zipper
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