Steven Roy Katz
Portefeuillebeheerder-Aandelen bij BBR Partners LLC
Oorsprong van het eerstegraads netwerk van Steven Roy Katz
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients.
42
| Extinct | Major Banks | 42 |
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals.
35
| Subsidiary | Investment Managers | 35 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Steven Roy Katz via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Pennsylvania | College/University | Undergraduate Degree Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
SunAmerica Asset Management LLC
 SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| George Washington University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
West Oak Capital LLC
 West Oak Capital LLC Investment ManagersFinance West Oak Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Eagle, Idaho. The firm was founded as Live Oak Capital LLC by Byron Snider and Lisa Snider in 2003. West Oak Capital provides investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, retirement accounts, corporations and other business entities. Their primary focus is serving affluent families, retirement plans and charitable foundations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Investment Managers | Founder Portfolio Manager-Equities | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
| Xavier University | College/University | Masters Business Admin Director/Board Member | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Radnor Capital Management, Inc.
 Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree Undergraduate Degree | |
People's United Bank NA (Bridgeport, Connecticut)
 People's United Bank NA (Bridgeport, Connecticut) Major BanksFinance People's United Bank, N.A. is engaged in providing financial services. It offers checking, savings, mobile banking, small business, commercial and wealth management products and services. The company was founded in 1842 and is headquartered in Bridgeport, CT. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Masters Business Admin | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Cramer Rosenthal McGlynn LLC
 Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Zicklin School of Business | College/University | Masters Business Admin Masters Business Admin | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Portfolio Manager-Equities 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 Analyst-Equity | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Graduate 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 | |
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 | Undergraduate Degree Undergraduate Degree | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| Baruch College | College/University | Undergraduate Degree Undergraduate Degree | |
Turtle Creek Management LLC
 Turtle Creek Management LLC Investment ManagersFinance Turtle Creek Management LLC (Turtle Creek) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. Formerly known as Enceladus Investment Management LLC, the firm was founded in 2006 by Philip Kistler, Peter Denker and R. Kevin Hardage. They are a subsidiary of TCTC Holdings LLC. Turtle Creek provides custom investment management and trust services to individuals, families and institutions. | Investment Managers | Founder Director of Research - Equity | |
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 | Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Pillsbury Winthrop Shaw Pittman LLP
 Pillsbury Winthrop Shaw Pittman LLP Miscellaneous Commercial ServicesCommercial Services Pillsbury Winthrop Shaw Pittman LLP provides legal services. It offers services in education, aviation, communications, consumer and retails, corporate and securities, hospital and intellectual property. The company was founded in 1868 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Bank of Bermuda (Hong Kong)
 Bank of Bermuda (Hong Kong) Major BanksFinance Bank of Bermuda (Hong Kong) provides banking and financial services. The bank provides services like corporate banking, personal banking, savings, taking deposits and funding services. The bank is subsidiary of Bank of Bermuda and operates as a branch in Hong Kong. The bank is headquartered in Hong Kong. | Major Banks | Corporate Officer/Principal | |
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Corporate Officer/Principal | |
Lehman Brothers Holdings, Inc.
 Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
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 |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Verenigd Koninkrijk | 2 |
| Hongkong | 2 |
| Japan | 2 |
Sectoraal
| Finance | 29 |
| Consumer Services | 21 |
| Commercial Services | 3 |
Operationeel
| Corporate Officer/Principal | 166 |
| Undergraduate Degree | 69 |
| Portfolio Manager-Equities | 68 |
| Director/Board Member | 61 |
| Masters Business Admin | 29 |
Sterkste connecties
| Insiders | |
|---|---|
| Maribeth Rahe | 25 |
| Alan Weber | 23 |
| Evelyn Dilsaver | 21 |
| Jeff Maurer | 14 |
| Michael Boardman | 11 |
| Kevin Hardage | 11 |
| Paul E. Flynn | 11 |
| Lynn P. Thompson | 10 |
| Brett Barth | 10 |
| Doug Pyle | 9 |
| Pam Perskie | 9 |
| Fatima Katarzyna Dickey | 9 |
| Alan Michael Moucha | 8 |
| Mark Douglas Altman | 8 |
| Cary Marc Klivan | 8 |
- Beurs
- Insiders
- Steven Roy Katz
- Bedrijfsconnecties
