Stephen Robert Rosen
Portefeuillebeheerder-Aandelen bij HighTower Advisors LLC
Oorsprong van het eerstegraads netwerk van Stephen Robert Rosen
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.
95
| Subsidiary | Investment Managers | 95 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stephen Robert Rosen via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| DEUTSCHE BANK AG | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Newlight Technologies LLC
 Newlight Technologies LLC BiotechnologyHealth Technology Newlight Technologies LLC provides greenhouse gas-to-plastic bioconversion technology services. It produces thermoplastics from air and methane emissions that match the performance of oil-based plastics. The company was founded by Markus D. Herrema and Kenton Kimmel in 2003 and is headquartered in Huntington Beach, CA. | Biotechnology | Director of Finance/CFO | |
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 Corporate Officer/Principal Analyst-Equity | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| LeMoyne-Owen College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Doctorate Degree | |
| Boston University | College/University | Undergraduate Degree Graduate Degree Graduate 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 Corporate Officer/Principal Corporate Officer/Principal | |
Hightower Holding LLC
 Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Investment Managers | Chairman Director/Board Member Chief Executive Officer | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| George Mason University | College/University | Masters Business Admin Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal | ||
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 Analyst-Equity | |
Graystone Consulting LLC
 Graystone Consulting LLC Investment ManagersFinance Graystone Consulting LLC provides investment consulting services to institutional clients such as corporations, educational institutions, faith-based institutions, endowments and foundations, healthcare organizations, insurance entities, and taft-hartley funds. Graystone Consulting is based in Scotts Valley, CA. The private company is a business of Morgan Stanley Smith Barney LLC and delivers tailored investment advice through experienced investment professionals and a dedicated team. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
The Bapis Group
 The Bapis Group Investment ManagersFinance The Bapis Group engages in the provision of investment advice. It focuses on outcome-oriented investment advice rooted in clients’ needs, values, and financial goals. The company was founded by Nick M. Bapis in 1969 and is headquartered in New York, NY. | Investment Managers | Founder Chief Executive Officer | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| Hofstra University | College/University | Graduate Degree Masters Business Admin | |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Martin Thomas Wealth Management LLC
 Martin Thomas Wealth Management LLC Investment ManagersFinance Martin Thomas Wealth Management LLC provides investment advice. The private company is based in Palo Alto, CA. The company was founded by Thomas Joseph McGuirk. | Investment Managers | Corporate Officer/Principal Founder | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Investment Management Consultants Association | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Duitsland | 2 |
Sectoraal
| Finance | 27 |
| Consumer Services | 21 |
| Health Technology | 2 |
Operationeel
| Corporate Officer/Principal | 148 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 67 |
| Analyst-Equity | 23 |
| Director/Board Member | 20 |
Sterkste connecties
| Insiders | |
|---|---|
| Dave Pottruck | 16 |
| Andy Morse | 16 |
| Elliot Weissbluth | 10 |
| Angelo Manzo | 10 |
| Nicole Engel | 10 |
| Christopher Linshik Shin | 8 |
| Chris Curtis | 8 |
| Ken Hoffman | 7 |
| Steven Blair Feit | 7 |
| Roger Capen Shaffer | 7 |
| Richard Saperstein | 7 |
| Tom Smith | 7 |
| Pamela Jo Rosenau | 7 |
| Jeffrey Wayne Fulk | 6 |
| John Howard Lang | 6 |
- Beurs
- Insiders
- Stephen Robert Rosen
- Bedrijfsconnecties
