John William Coleman
Chief Investment Officer bij Live Oak Private Wealth LLC
Oorsprong van het eerstegraads netwerk van John William Coleman
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Dean Witter Reynolds, Inc.
82
| Extinct | Investment Managers | 82 |
Elon University
3
| College/University | Other Consumer Services | 3 |
Live Oak Private Wealth LLC
 Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met John William Coleman via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Sears, Roebuck & Co.
 Sears, Roebuck & Co. Department StoresRetail Trade Sears, Roebuck & Co. engages in provision of merchandise and related services. It offers range of home merchandise, apparel and automotive products and services. It also provides a variety of merchandise and services through online and catalogs. The company was founded in 1886 and is headquartered in Hoffman Estates, IL. | Department Stores | Corporate Officer/Principal Corporate Officer/Principal | |
| THE ALLSTATE CORPORATION | Property/Casualty Insurance | Chief Executive Officer Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Institutional Sales Corporate Officer/Principal | |
| FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | 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 Corporate Officer/Principal Corporate Officer/Principal | |
Brunner Mond Group Ltd.
 Brunner Mond Group Ltd. Chemicals: SpecialtyProcess Industries Brunner Mond Group Ltd. manufactures and supplies sodium carbonate, sodium bicarbonate and alkaline chemicals. The company was founded in 1873 and is headquartered in Northwich, the United Kingdom. | Chemicals: Specialty | Director/Board Member | |
GEM Advisors, Inc.
 GEM Advisors, Inc. Financial ConglomeratesFinance Part of Global Emerging Markets Ltd., GEM Advisors, Inc. is a company that provides miscellaneous finance services. The company is based in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Viking Fund Management LLC
 Viking Fund Management LLC Investment ManagersFinance Viking Fund Management LLC is a SEC-registered investment advisor headquartered in Minot, North Dakota. The firm was founded in 1988 by Shannon Radke and is a subsidiary of Corridor Investors LLC. They offer income producing strategies for individual investors, registered investment advisors and broker/dealers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin 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 | Masters Business Admin Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Georgetown University | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of North Dakota | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Waste Services, Inc.
 Waste Services, Inc. TruckingTransportation Waste Services, Inc. operates as a integrated solid waste services company. It provides collection, transfer, landfill disposal and recycling services for the commercial, industrial and residential industries. It was founded in 1997 and is headquartered in Burlington, CA. | Trucking | Director/Board Member Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree | |
| Baruch College | College/University | Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin | |
| Gettysburg College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Minot State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| CAPITAL FINANCIAL HOLDINGS, INC. | Investment Managers | Founder Director of Finance/CFO | |
Assured Guaranty Municipal Corp.
 Assured Guaranty Municipal Corp. Investment ManagersFinance Assured Guaranty Municipal Corp. provides financial services the focuses on municipal bonds and international infrastructure financing. It offers public finance, global infrastructure, global structured finance, and reinsurance. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
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 |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Verenigd Koninkrijk | 2 |
| Frankrijk | 2 |
| Canada | 2 |
Sectoraal
| Finance | 25 |
| Consumer Services | 20 |
| Retail Trade | 3 |
| Technology Services | 2 |
| Process Industries | 2 |
Operationeel
| Corporate Officer/Principal | 237 |
| Director/Board Member | 131 |
| Undergraduate Degree | 69 |
| Analyst-Equity | 45 |
| Chairman | 43 |
Sterkste connecties
| Insiders | |
|---|---|
| Tom Wilson | 30 |
| David Stockert | 28 |
| Todd Ault | 27 |
| Andrew Taub | 25 |
| Rick Rick | 19 |
| Evan Wildstein | 19 |
| Patrick Joseph Halloran | 18 |
| Garo Armen | 16 |
| Bryan Maher | 15 |
| Robert L. Finch | 13 |
| Art Hogan | 13 |
| Russell Kenneth Mayerfeld | 12 |
| Alexander T. Shang | 12 |
| Joel Gerson Serebransky | 11 |
| Charles E. McCarthy | 10 |
- Beurs
- Insiders
- John William Coleman
- Bedrijfsconnecties
