Joe Helms
Private Equity Investor bij Pathfinder Companies LLC
Oorsprong van het eerstegraads netwerk van Joe Helms
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
University of Notre Dame
323
| College/University | Other Consumer Services | 323 |
Goldner Hawn Johnson & Morrison, Inc.
Goldner Hawn Johnson & Morrison, Inc. Investment ManagersFinance Goldner Hawn Johnson & Morrison Inc. (Goldner Hawn Johnson) is a private equity firm is founded by Van Zandt Hawn, Timothy Daniel Johnson, John Lewis Morrison, and Michael Goldner in 1989. The firm is headquarter in Minneapolis, Minnesota.
8
| Private Company | Investment Managers | 8 |
Pathfinder Companies LLC
Pathfinder Companies LLC Investment ManagersFinance Pathfinder Companies LLC (Pathfinder Companies) is a private equity firm founded by William F. Sharpe and Michael F. McFadden. The firm is headquartered in Minnetonka, Minnesota.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joe Helms via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
General Electric Capital Corp.
General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
JONES LANG LASALLE INCORPORATED | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. Investment ManagersFinance Schwartz Investment Counsel, Inc. (SIC) is an independent, SEC-registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by George Schwartz in 1980. SIC provides investment advice to individuals, trusts, foundations, investment companies, qualified retirement plans and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
CastleArk Management LLC
CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Lazard Middle Market LLC
Lazard Middle Market LLC Investment ManagersFinance Lazard Middle Market LLC engages in financial advisory business. It specializes in strategic advice on mergers and acquisitions (M&A), restructuring, and capital raising. The firm’s M&A and Strategic Advisory service focuses on private equity and divestitures, privately-owned companies, corporate acquisitions and divestitures, and sale of public companies. Its Restructuring service consists of situation assessment, alternative assessment, and execution. The company was founded in 1980 and is headquartered in Minneapolis, MN. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Fixed Income | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Market Strategist Analyst-Equity | |
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 Corporate Officer/Principal | |
General Catalyst LLC
General Catalyst LLC Investment ManagersFinance General Catalyst LLC (General Catalyst) is a venture capital firm founded in 2000 by Joel Cutler, David Fialkow, Bill Fitzgerald, David Orfao and John Simon. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Wind Point Advisors LLC
Wind Point Advisors LLC Investment ManagersFinance Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Corporate Officer/Principal | |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Analyst-Equity | |
Walton Street Capital LLC
Walton Street Capital LLC Investment ManagersFinance Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Investor Sales & Marketing | |
The NORDAM Group LLC
The NORDAM Group LLC Aerospace & DefenseElectronic Technology The NORDAM Group LLC engages in the manufacture and repair of aircraft components. It offers original equipment manufacturing for business, commercial, and military aircrafts; and provides repair and maintenance services. The company was founded by Ray H. Siegfried II on April 1, 1969 and is headquartered in Tulsa, OK. | Aerospace & Defense | Director/Board Member | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Economist Analyst-Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Kellogg School of Management | 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 | Undergraduate Degree Undergraduate Degree | |
The University of Western Australia | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Purdue University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
University of Iowa | College/University | Graduate Degree Undergraduate Degree | |
Madison Dearborn Partners LLC
Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Analyst | |
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 Undergraduate Degree | |
San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
The Carlyle Group LP (Global Private Equity)
The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor Private Equity Investor | |
Flat Rock Core Income Fund
Flat Rock Core Income Fund Investment Trusts/Mutual FundsMiscellaneous Flat Rock Core Income Fund provides financing solutions to U.S. middle market businesses. The Fund primarily invests in first lien floating rate loans to middle market companies owned by private equity firms. The company was founded on August 18 2020 and is headquartered in Jackson, WY. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
General Electric Co. /Dental & Health Maintenance Business/ | Life/Health Insurance | Corporate Officer/Principal | |
Foulger-Pratt Cos. LLC
Foulger-Pratt Cos. LLC Real Estate DevelopmentFinance Foulger-Pratt Cos. LLC operates as a real estate development firm. It offers general contracting and construction management services for various buildings, including office buildings, multifamily residential complexes and retail developments. The company was founded by Sidney W. Foulger in 1963 and is headquartered in Potomac, MD. | Real Estate Development | Corporate Officer/Principal | |
University of Iowa Hospitals & Clinics
University of Iowa Hospitals & Clinics Hospital/Nursing ManagementHealth Services University of Iowa Hospitals and Clinics recognized as one of the best hospitals in the United States is Iowa's only comprehensive academic medical center. A 680-bed comprehensive academic medical center and regional referral center, UI Hospitals and Clinics is committed to providing patient-focused care available to every person, around the clock in an environment devoted to innovative care, excellent service, and exceptional outcomes. More than 760 staff physicians and dentists; 480 resident physicians and dentists; 180 fellow physicians; 1,565 nurses; and 4,640 other professional and support staff provide specialized care. | Hospital/Nursing Management | Corporate Officer/Principal | |
AMTE POWER PLC | Chemicals: Specialty | Sales & Marketing | |
Trine University, Inc. | College/University | Undergraduate Degree | |
Energy Technology Partners LLC
Energy Technology Partners LLC Investment ManagersFinance Energy Technology Partners LLC (NGP Energy Technology Partners) is a private equity subsidiary of NGP Energy Capital Management LLC founded in 2005 by Philip Joseph Deutch. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Investor | |
EnTrust Global
EnTrust Global Investment ManagersFinance EnTrust Global is a fund-of-hedge funds manager headquartered in New York City. Formerly known as EnTrustPermal Asset Management LLC, the firm was formed when the business of EnTrust Capital LLC was combined with that of the Permal Group, a Legg Mason subsidiary and global alternative asset manager that was established in 1973 and acquired by Legg Mason in 2005. They are owned by EnTrust Permal LLC, ultimately held by Franklin Resources, Inc. (NYSE: BEN). EnTrust Global provides investment management services to high net-worth individuals, corporations, sovereign wealth funds, public pension plans and pooled investment vehicles, through separately managed accounts and private investment funds. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 42 |
Duitsland | 2 |
Australië | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 30 |
Consumer Services | 11 |
Electronic Technology | 2 |
Miscellaneous | 2 |
Health Services | 2 |
Operationeel
Undergraduate Degree | 97 |
Corporate Officer/Principal | 88 |
Director/Board Member | 72 |
Private Equity Investor | 62 |
Analyst-Equity | 42 |
Sterkste connecties
Insiders | |
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Matthew Puglisi | 15 |
William Sharpe | 15 |
Brendan Barrett | 14 |
Matthew Kinsella | 13 |
Gautam Shewakramani | 10 |
Nate Bard | 10 |
Guillermo Zambrano Gutiérre | 9 |
Ryan Ripp | 9 |
Nan Sun | 9 |
Michael Francis Quinlan | 9 |
Peter J. Settle | 9 |
Laura Fox | 9 |
Robert Bernhard | 9 |
J. Terrell Siegfried | 7 |
Amanda Tedesco Leithe | 7 |