Cory J. Reed
Gestionnaire de Portefeuille-Actions chez Otter Creek Advisors LLC
Provenance du réseau au premier degré de Cory J. Reed
Entité | Type d'entité | Industrie | |
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University of Maine
17
| College/University | Other Consumer Services | 17 |
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.
13
| Subsidiary | Investment Managers | 13 |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.
10
| Subsidiary | Investment Banks/Brokers | 10 |
Otter Creek Advisors LLC
Otter Creek Advisors LLC Investment ManagersFinance Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX).
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Cory J. Reed via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Polen Capital Credit LLC
Polen Capital Credit LLC Investment ManagersFinance Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity 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 | |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Regional Banks | Corporate Officer/Principal | |
VERINT SYSTEMS INC. | Information Technology Services | Investor Relations Contact | |
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 | |
Help Scout, Inc.
Help Scout, Inc. Commercial Printing/FormsCommercial Services Help Scout, Inc. designs and builds web applications. The company was founded by Nicholas Francis, Jared McDaniel and Swindle Denny in 2005 and is headquartered in Boston, MA. | Commercial Printing/Forms | Private Equity Investor | |
Booker Software, Inc.
Booker Software, Inc. Packaged SoftwareTechnology Services Booker Software, Inc. provides software for management, booking and marketing services. It enables businesses to provide online services through website and a network of partner sites and apps. The company was founded by Joshua McCarter and Daniel Lizio-Katzen in 2010 and is headquartered in New York, NY. | Packaged Software | Private Equity Investor | |
F3 URANIUM CORP. | Other Metals/Minerals | President | |
G2.com, Inc.
G2.com, Inc. Internet Software/ServicesTechnology Services G2.com, Inc. operates a business software review platform. It helps to compare the business software and services based on user ratings and social data. The company was founded by Tim Handorf, Godard K. Abel, Matt Gorniak, Michael Wheeler, and Mark Myers in 2012 and is headquartered in Chicago, IL. | Internet Software/Services | Private Equity Investor | |
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 Corporate Officer/Principal | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Otter Creek Management, Inc.
Otter Creek Management, Inc. Investment ManagersFinance Otter Creek Management, Inc. is a hedge fund manager located in West Palm Beach, Florida. The firm was founded in 1991 by Keith Long | Investment Managers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Undergraduate 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-Equity | |
Cision US, Inc.
Cision US, Inc. Internet Software/ServicesTechnology Services Cision US, Inc. engages in the provision of media research services. The firm's products include communication cloud, media contact database, PR newswire, and media monitoring. It serves communications, social media, and content marketing professionals. The company was founded in 1932 and is headquartered in Chicago, IL. | Internet Software/Services | Private Equity Investor | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Boston College | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Christopher Street Capital Ltd.
Christopher Street Capital Ltd. Investment Banks/BrokersFinance Founded in 2003, Christopher Street Capital Ltd. is a brokerage firm that provides brokerage services. The company is based in London, UK and is part of BGC Group, Inc. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Burgess Advertising & Associates, Inc.
Burgess Advertising & Associates, Inc. Advertising/Marketing ServicesCommercial Services Burgess Advertising & Associates, Inc. provides advertising solutions. Its services include account management, strategic planning, branding, social media marketing, and media buying and planning. The company was founded by Meredith Strang Burgess in 1986 and is headquartered in Portland, ME. | Advertising/Marketing Services | Corporate Officer/Principal | |
Robert H. Smith School of Business | College/University | Undergraduate Degree | |
JPMorgan Futures, Inc.
JPMorgan Futures, Inc. Investment Banks/BrokersFinance Part of JPMorgan Chase & Co., JPMorgan Futures, Inc. is a company that offers security brokerage services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hedgeye Risk Management LLC
Hedgeye Risk Management LLC Investment ManagersFinance Hedgeye Risk Management LLC operates as an investment research and media company. It specializes generating and delivering actionable investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. The company was founded by Keith R. McCullough and Brian McGough on March 7, 2008 and is headquartered in New Haven, CT. | Investment Managers | Corporate Officer/Principal | |
Bentley University | College/University | Undergraduate 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 | Undergraduate Degree | |
Glouston Capital Partners LLC
Glouston Capital Partners LLC Investment ManagersFinance Glouston Capital Partners LLC (Glouston Capital Partners) is a private equity subsidiary of Permal Capital Holdings LLC founded in 1990. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
Shamrock Sports & Entertainment
Shamrock Sports & Entertainment Advertising/Marketing ServicesCommercial Services Shamrock Sports & Entertainment is a sports and entertainment sales and marketing agency that specializes in strategic sponsorship and multi-media sales, naming rights, and other consulting services. In 2019, they launched a new division called Shamrock Signature, which focuses on live events and experiences, as well as original programming and production, including but not limited to PGA Live + Work in Open, Portland Pops, and Carnaval. Some of their clients include NASCAR, NBA, Invictus Games, Professional Bowlers Association, Rugged Maniac, SRX, East Conference, and Fanbeat. The American company was founded in January 2010 and is headquartered in an undisclosed location. | Advertising/Marketing Services | Sales & Marketing | |
University of California, Berkeley | College/University | Undergraduate Degree | |
RBC Capital Markets, Inc.
RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Investment Managers | Corporate Officer/Principal | |
Investcorp International, Inc.
Investcorp International, Inc. Investment ManagersFinance Investcorp International, Inc. specializes in the following business lines: corporate investment and technology investment in North America and Western Europe, real estate investment in the U.S., and global asset management. It offers investment products to institutional and individual clients, primarily in the Arabian Gulf. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities | |
Southern New Hampshire University | College/University | Graduate Degree | |
Maine Venture Fund
Maine Venture Fund Investment ManagersFinance Maine Venture Fund is a venture capital firm founded in 1995. The firm is headquartered in Newport, Maine. | Investment Managers | Director/Board Member | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
Piscataqua Savings Bank (Investment Management)
Piscataqua Savings Bank (Investment Management) Investment ManagersFinance Piscataqua Savings Bank (Investment Management) (Piscataqua Savings Bank-IM) is the investment management division of Piscataqua Savings Bank, a mutual savings bank headquartered in Portsmouth, New Hampshire. Founded in 1877, the firm creates customized investment solutions for various clients. | Investment Managers | Portfolio Manager-Equities | |
Thryv, Inc.
Thryv, Inc. Packaged SoftwareTechnology Services Thryv, Inc. engages in the provision of technology, software and integrated tools for small business owners. Its offers solutions such as internet directories, real yellow pages, online display and social media, search engine optimization, search engine marketing, and online listings management. It operates through the following brands: Superpages.com, DexKnows.com, Yellowpages.com, Superpages mobile, and The Real Yellow Pages. The company is headquartered in Dallas, TX. | Packaged Software | Private Equity Investor | |
Hypergrowth Partners
Hypergrowth Partners Investment ManagersFinance HyperGrowth Partners (HyperGrowth Partners) is a private equity firm founded in 2020 by Guillaume Cabane, Martin Gontovnikas. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
O'Brien Wealth Partners LLC
O'Brien Wealth Partners LLC Investment ManagersFinance O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 46 |
Canada | 2 |
Royaume-Uni | 2 |
Sectorielle
Finance | 27 |
Consumer Services | 12 |
Technology Services | 6 |
Commercial Services | 4 |
Non-Energy Minerals | 2 |
Opérationnelle
Corporate Officer/Principal | 52 |
Undergraduate Degree | 42 |
Analyst-Equity | 38 |
Masters Business Admin | 13 |
Portfolio Manager-Equities | 9 |
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