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Patrick Burel
Analyst-Equity bij AMI Asset Management Corp.
Oorsprong van het eerstegraads netwerk van Patrick Burel
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Miami University
106
| College/University | Other Consumer Services | 106 |
UCLA Anderson School of Management
26
| College/University | Other Consumer Services | 26 |
AMI Asset Management Corp.
![]() AMI Asset Management Corp. Investment ManagersFinance AMI Asset Management Corp. (AMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 1994 by William “Bill” Tanner. AMI provides investment management services to a diverse range of clients, which includes individuals, families, entrepreneurs, entertainers, athletes, small business and large institutions.
8
| Private Company | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Patrick Burel via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
FIFTH THIRD BANCORP | Regional Banks | Private Equity Investor | |
Brown Gibbons Lang & Co. LLC
![]() Brown Gibbons Lang & Co. LLC Investment Banks/BrokersFinance Brown Gibbons Lang & Co. LLC offers investment banking services. Its services include mergers & acquisitions, debt & equity placements, financial restructuring, financial advisory & valuation services. The company was founded by Michael Eugene Gibbons in 1989 and is headquartered in Cleveland, OH. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
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 | |
Fidelity Brokerage Services LLC
![]() Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Opus Capital Group LLC
![]() Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Chief Executive Officer Analyst-Equity | |
Heitman LLC
![]() Heitman LLC Investment ManagersFinance Heitman LLC (Heitman) is a private equity firm founded in 1966 .The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Northcoast Research Partners LLC
![]() Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 | Private Equity Investor | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Investment Committee Member Analyst-Fixed Income | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance 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. | Regional Banks | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
Fort Washington Capital Partners LLC
![]() Fort Washington Capital Partners LLC Investment ManagersFinance Fort Washington Capital Partners LLC (FW Capital) is a private equity subsidiary of Fort Washington Investment Advisors, Inc. founded in 1999. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Private Equity Investor | |
University of California, Los Angeles | College/University | Graduate Degree Undergraduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Graduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
Cleveland Research Co. LLC
![]() Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Market Strategist Analyst-Equity | |
Alpaca VC Investment Management LLC
![]() Alpaca VC Investment Management LLC Investment ManagersFinance Alpaca VC Investment Management LLC (Alpaca VC ) is a venture capital arm of Corigin Holdings LLC founded in 2010 by Ryan Freedman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Consultant / Advisor | |
Fifth Third Bank, NA (Investment Management)
![]() Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Farmer School of Business | College/University | Corporate Officer/Principal Undergraduate Degree | |
Tech Coast Angels, Inc.
![]() Tech Coast Angels, Inc. Investment ManagersFinance Tech Coast Angels, Inc. (Tech Coast Angels) is an angel firm founded in 1997 by Luis Villalobos. The firm is headquartered in Irvine, California. | Investment Managers | Director/Board Member Private Equity Investor | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
Industrial Opportunity Partners LLC
![]() Industrial Opportunity Partners LLC Investment ManagersFinance Industrial Opportunity Partners LLC (IOP) is a private equity firm founded in 2005 by Kenneth M. Tallering, Adam R. Gottlieb, and Bob M. Vedra. The firm is headquartered in Evanston, IL. | Investment Managers | Private Equity Investor | |
Houlihan Lokey Capital, Inc.
![]() Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Match Group LLC
![]() Match Group LLC Internet Software/ServicesTechnology Services Match Group LLC operates as a non-classified establishment. The company is headquartered in New York, NY. | Internet Software/Services | Private Equity Investor | |
Columbia University College of Physicians & Surgeons | College/University | Doctorate Degree | |
Spline, Inc.
![]() Spline, Inc. Packaged SoftwareTechnology Services Spline, Inc. is a company that offers a free, real-time collaborative 3D design tool to create interactive experiences within the browser. The company is based in Middletown, DE. The company's tool allows users to easily create 3D animations, models, textures, and more. | Packaged Software | Director/Board Member | |
Chapter One Ventures LLC
![]() Chapter One Ventures LLC Investment ManagersFinance Chapter One Ventures LLC (Chapter One) is a venture capital firm founded in 2017 by Jeffrey Morris Jr. The firm is headquartered in Los Angeles, California. | Investment Managers | Founder | |
Element Pointe Advisors LLC
![]() Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC (Element Pointe) is an independent investment management and family office advisory firm headquartered in Miami, Florida. The firm was founded by David Savir and Carlos A. Dominguez in 2016. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to o individuals, trusts, estates, charitable organizations, corporations, business entities, trustees or other fiduciaries to retirement plans subject to ERISA, and private funds organized their affiliate. | Investment Managers | Portfolio Manager-Equities | |
Applied Research Investment Advisors Corp.
![]() Applied Research Investment Advisors Corp. Investment ManagersFinance Applied Research Investment Advisors Corp. (Applied Research) is an independent boutique investment firm headquartered in Montréal, Canada. Applied Research provides investment management services to institutional and qualified private clients. | Investment Managers | Analyst-Equity | |
Applied Research Investments LLC
![]() Applied Research Investments LLC Investment ManagersFinance ARI Group LLC (ARI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Amira Strasser in 2016 as Applied Research Investments LLC. ARI offers customizable portfolios and advises their clients. They target institutional clients and high-net-worth individuals such as family offices, endowments, pension funds and sub-advisory relationships. | Investment Managers | Analyst-Equity | |
eGateway Capital LLC
![]() eGateway Capital LLC Investment ManagersFinance eGateway Capital LLC (eGateway Capital) is a venture capital/private equity firm founded in 2021 by Kevin F. Gusweiler. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Founder | |
Atairos Management LP
![]() Atairos Management LP Investment ManagersFinance Atairos Management LP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Bryn Mawr, Pennsylvania. The firm was founded by Michael J. Angelakis in 2016. Atairos Management provides advisory services to pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
UBS Bank USA
![]() UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Regional Banks | Private Equity Investor | |
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 | Private Equity Analyst | |
Blue Wolf Capital Partners LLC
![]() Blue Wolf Capital Partners LLC Investment ManagersFinance Blue Wolf Capital Partners LLC (Blue Wolf Capital Partners) is an independent private equity firm founded in 2005 by Adam Blumenthal and Josh-Wolf-Powers. The firm is headquartered in New York City, New York. | Investment Managers | Private Equity Analyst | |
Vantage Investment Partners LLC
![]() Vantage Investment Partners LLC Investment ManagersFinance Vantage Investment Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kansas City, Missouri. The firm was founded by John Woolway in 2003. Vantage provides investment advisory services for individuals, high net-worth individuals, insurance companies, corporations and sub-advised accounts. | Investment Managers | Analyst-Equity | |
Fordham University School of Law | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 45 |
Canada | 2 |
Sectoraal
Finance | 34 |
Consumer Services | 11 |
Technology Services | 4 |
Operationeel
Undergraduate Degree | 101 |
Corporate Officer/Principal | 90 |
Director/Board Member | 87 |
Analyst-Equity | 51 |
Private Equity Investor | 41 |
Sterkste connecties
Insiders | |
---|---|
Jakki Haussler | 38 |
Judy Olian | 19 |
David Goldberg | 16 |
Jack Greenfield | 14 |
Ken Borkan | 13 |
Charles Nemeroff | 12 |
Jay Stolkin | 10 |
Ryan Graves | 10 |
Richard Smucker | 9 |
Takashi Sugiyama | 8 |
Michael Silverstein | 8 |
Aaron Toppston | 7 |
Daniel Kerley | 7 |
Adam Lebovitz | 6 |
Martinez Monica | 6 |
- Beurs
- Insiders
- Patrick Burel
- Bedrijfsconnecties