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Adam Willis
Membre du Comité d'Investissement chez GW & Wade LLC
Provenance du réseau au premier degré de Adam Willis
Entité | Type d'entité | Industrie | |
---|---|---|---|
GW & Wade LLC
![]() GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations.
13
| Subsidiary | Investment Managers | 13 |
University of Massachusetts Amherst
9
| College/University | Other Consumer Services | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Adam Willis via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
Bentley University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Boston University School of Law | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Suffolk University | College/University | Masters Business Admin Undergraduate Degree | |
New England School of Law | College/University | Graduate Degree Graduate Degree | |
The Santa Clara University School of Law | College/University | Graduate Degree | |
New York University | College/University | Graduate Degree | |
CITIZENS FINANCIAL GROUP, INC. | Major Banks | Analyst-Equity | |
Lantheus Medical Imaging, Inc.
![]() Lantheus Medical Imaging, Inc. Medical SpecialtiesHealth Technology Lantheus Medical Imaging, Inc. engages in the manufacture, marketing, sale, and distribution of medical imaging products. It provides diagnostic imaging and nuclear medicine products that assist clinicians with the detection of disease, primarily cardiovascular. Its product protfolio includes DEFINITY, TechneLite, Xenon, AZEDRA, Cardiolite, and NEUROLITE. The company was founded in 1956 and is headquartered in North Billerica, MA. | Medical Specialties | Corporate Officer/Principal | |
Horizon Technology Finance Management LLC
![]() Horizon Technology Finance Management LLC Investment ManagersFinance Horizon Technology Finance Management LLC (HTFM) is a privately owned, SEC-registered investment advisor headquartered in Farmington, Connecticut. The firm was founded in 2003 by Robert Pomeroy, Gerard Michaud and John Bombara. HTFM provides investment advice to investment companies, private equity or hedge funds and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Stephen M. Ross School of Business | College/University | Graduate Degree | |
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 | Analyst-Fixed Income | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Pomona College
![]() Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | 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 | |
Warren Equity Partners LLC
![]() Warren Equity Partners LLC Investment ManagersFinance Warren Equity Partners Manager LP (Warren Equity Partners) is a private equity firm founded in 2015 by Steven Wacaster, Scott Bruckmann and Henrik Dahlback. The firm is headquartered in Jacksonville, Florida. | Investment Managers | Private Equity Investor | |
Rutgers State University of New Jersey | College/University | Graduate Degree | |
New York University School of Law | College/University | Graduate Degree | |
Miller Buckfire & Co. LLC
![]() Miller Buckfire & Co. LLC Investment ManagersFinance Miller Buckfire & Co. LLC operates as an investment bank, which provides corporate finance and strategic advisory services. It focuses on addressing transformational issues of clients such as recapitalizations, acquisitions, sales and divestitures, and debt and equity financing transactions. The company was founded by Kenneth A. Buckfire and Henry S. Miller in 2002 and is headquartered in New York, NY. | Investment Managers | Private Equity Analyst | |
Boston University | College/University | Graduate 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 | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
St. Lawrence University | College/University | Undergraduate Degree | |
New England College | College/University | Graduate Degree | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
James Madison University | College/University | Undergraduate Degree | |
Bryant University | College/University | Undergraduate Degree | |
San Diego State University | College/University | Undergraduate Degree | |
St. Anselm College | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Questrom School of Business | College/University | Masters Business Admin | |
AIP LLC
![]() AIP LLC Investment ManagersFinance AIP LLC (American Industrial Partners) is a private equity firm founded in 1989. The firm is headquartered in New York City, New York. | Investment Managers | Private Equity Investor | |
Boston College | College/University | Undergraduate Degree | |
Disruptive Technology Advisers LLC
![]() Disruptive Technology Advisers LLC Investment ManagersFinance Disruptive Technology Advisers LLC (Disruptive) is a private equity firm founded in 2012 by Alexander Jackson Davis and Alex Fishman. It is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor |
Statistiques
Internationale
Etats-Unis | 37 |
Canada | 2 |
Italie | 2 |
Sectorielle
Consumer Services | 25 |
Finance | 10 |
Commercial Services | 4 |
Utilities | 2 |
Health Technology | 2 |
Opérationnelle
Undergraduate Degree | 22 |
Graduate Degree | 15 |
Portfolio Manager-Equities | 10 |
Investment Committee Member | 9 |
Analyst-Equity | 9 |
Relations les plus connectées
Insiders | |
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Phil Jameson | 6 |
David Brodsky | 6 |
Eric Rosenberg | 4 |
Patrick Sallet | 4 |
Roger Wade | 4 |
Eric Berquist | 4 |
John Murray | 3 |
Jim Chappuis | 3 |
Tyler Rich | 3 |
Jeff Tancreti | 3 |
Christopher Bertetta | 3 |
Rob Emens | 3 |
Ron Minassian | 3 |
Robert Knight | 3 |
Lauren Timmins | 3 |
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