Mark William Ross
Lid van de Investeringscommissie bij Riverplace Capital Management, Inc.
Oorsprong van het eerstegraads netwerk van Mark William Ross
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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).
165
| Subsidiary | Investment Banks/Brokers | 165 |
Riverplace Capital Management, Inc.
 Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital Management, Inc. (Riverplace Capital) is an independent SEC-registered asset management firm headquartered in Jacksonville, Florida. The firm was founded by Peter Bower and Charles Thompson in 1998. Riverplace Capital provides personalized, confidential financial planning and investment management to high-net worth individuals, small business owners, and families.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Mark William Ross via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Director of Research - Equity Analyst-Equity Director of Research - Equity Market Strategist Analyst-Equity Analyst-Equity Director of Research - Equity Analyst-Equity Market Strategist Market Strategist Corporate Officer/Principal Director of Research - Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 Private Equity Investor Private Equity Investor | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Market Strategist Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Private Equity Investor | |
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 | |
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 | Undergraduate Degree Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
| VERISK ANALYTICS, INC. | Data Processing Services | Chief Executive Officer Human Resources Officer | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Analyst-Fixed Income | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Sales & Marketing Analyst-Fixed Income | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
| University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree | |
| AGRI-FINTECH HOLDINGS, INC. | Packaged Software | Chairman | |
| Sydling Futures Management LLC | Director/Board Member | ||
Sullivan's Brewing Co.
 Sullivan's Brewing Co. Beverages: AlcoholicConsumer Non-Durables Sullivan's Brewing Co. is a brewing company, which provides alcoholic drinks. The company was founded by Paul Smithwick in 1702 and is headquartered in Kilkenny, Ireland. | Beverages: Alcoholic | Chairman | |
Axiom Investors LLC
 Axiom Investors LLC Investment ManagersFinance Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients. | Investment Managers | Director of Research - Equity | |
Cavendish Futures Fund LLC
 Cavendish Futures Fund LLC Investment Trusts/Mutual FundsMiscellaneous Cavendish Futures Fund LLC engages in the business of trade, buy, sell, hold or dispose of interests, directly or indirectly, commodities of all descriptions. The firm intends to achieve capital appreciation through speculative trading in U.S. and international futures, options on futures and forward markets. The company was founded on August 7, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Sands Point Consulting LLC | Founder | ||
| St. John's University | College/University | Undergraduate Degree | |
| Merrill Lunch Professional Clearing Corp. | Chief Executive Officer | ||
| Lafayette College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Ierland | 2 |
Sectoraal
| Consumer Services | 24 |
| Finance | 20 |
| Technology Services | 3 |
| Consumer Non-Durables | 2 |
| Distribution Services | 2 |
Operationeel
| Corporate Officer/Principal | 182 |
| Director/Board Member | 113 |
| Undergraduate Degree | 86 |
| Analyst-Equity | 73 |
| Portfolio Manager-Equities | 34 |
Sterkste connecties
| Insiders | |
|---|---|
| Hans Tung | 29 |
| Jeffrey Eberwein | 26 |
| Daniel Hansen | 16 |
| John Brown | 15 |
| Jeffrey Kauffman | 14 |
| Sean Schickedanz | 14 |
| Lee Shavel | 13 |
| Charles J. Ditkoff | 13 |
| Ulrik Ross | 11 |
| Garrick Rice | 11 |
| Brian White | 11 |
| Jonathan Wilk | 10 |
| Thomas Okel | 10 |
| C. Bradley Bynum | 10 |
| George Chrisafis | 10 |
- Beurs
- Insiders
- Mark William Ross
- Bedrijfsconnecties
