Provenance du réseau au premier degré de James D. Plumb
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.
130
| College/University | Other Consumer Services | 130 |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
49
| Subsidiary | Investment Managers | 49 |
IronBridge Capital Management LP
 IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds.
23
| Extinct | Investment Managers | 23 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à James D. Plumb via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Director of Research - Equity Consultant / Advisor Analyst-Equity Market Strategist Corporate Officer/Principal Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | 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 | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
ASB Capital Management LLC
 ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Portfolio Manager-Equities 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 Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Comptroller/Controller/Auditor | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Masters Business Admin Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
RMB Real Estate Opportunities QP LLC Series 2
 RMB Real Estate Opportunities QP LLC Series 2 Investment Trusts/Mutual FundsMiscellaneous RMB Real Estate Opportunities QP LLC Series 2 provides financial services. The company was founded in 2012 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Council of the Americas, Inc.
 Council of the Americas, Inc. Miscellaneous Commercial ServicesCommercial Services Council of the Americas, Inc. is a non-profit organization, which engages in the management of professional membership organization. It aims to promote economic and social development, open markets, rule of law, and democracy. The firm is composed of companies representing the sectors of banking and finance, consulting services, consumer products, energy and mining, manufacturing, media, technology, and transportation. The company was founded by David Rockefeller Sr. in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| PIONEERS HOLDING COMPANY FOR FINANCIAL INVESTMENTS (S.A.E.) | Investment Banks/Brokers | Director/Board Member | |
Safemark Systems LP
 Safemark Systems LP Electronic Production EquipmentElectronic Technology Safemark Systems LP is a holding company that manufactures and installs hotel safes and electronic lockers. The firm offers guest room safes, including laptop, drawer, wall, and other safes, stationary peephole covers and healthcare safes for patient’s electronic devices, jewelry, and other belongings deemed potentially irreplaceable. The company was founded in 1983 and is headquartered in Orlando, FL. | Electronic Production Equipment | Director/Board Member | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
CrossHarbor Capital Partners LLC
 CrossHarbor Capital Partners LLC Investment ManagersFinance CrossHarbor Capital Partners (CrossHarbor Capital Partners) is a private equity firm founded in 1993 by Sam T. Byrne and Bill H. Kremer. The firm is headquartered in Boston, Massachusetts with additional offices in Chicago and Los Angeles. | Investment Managers | Private Equity Investor | |
TriSail Capital Corp.
 TriSail Capital Corp. Finance/Rental/LeasingFinance Part of Bank of America Corp., TriSail Capital Corp. is a mortgage company. The company is based in Boston, MA. The company was founded by Jay C. Hart, Kenneth J. Witkin. | Finance/Rental/Leasing | Corporate Officer/Principal | |
GESD Capital Partners LLC
 GESD Capital Partners LLC Investment ManagersFinance GESD Capital Partners LLC (GESD) is a private equity firm founded in 1998 by Mark L. Briggs, Sharon B. Duvall, Louis J. Giraudo and Dan J. Stromberg. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
| Suffolk University | College/University | Graduate Degree | |
| SINOPHARM GROUP CO. LTD. | Medical Distributors | Director/Board Member | |
China National Pharmaceutical Group Co., Ltd.
 China National Pharmaceutical Group Co., Ltd. BiotechnologyHealth Technology China National Pharmaceutical Group Co., Ltd. engages in the distribution, retail, scientific research and manufacture of healthcare products. The company is headquartered in Beijing, China. | Biotechnology | Corporate Officer/Principal | |
Beechwood Capital LLC
 Beechwood Capital LLC Investment ManagersFinance Beechwood Capital LLC (Beechwood Capital) is a private equity and venture capital firm founded in 2011 by Lawrence M. Khan. The firm is headquartered in Wellesley, Massachusetts. | Investment Managers | Private Equity Investor | |
| Xinjiang Co. | Director/Board Member | ||
Waples Precision Manufacturing LLC
 Waples Precision Manufacturing LLC Metal FabricationProducer Manufacturing Waples Precision Manufacturing LLC manufactures and distributes steel machine parts. The firm offers machining, laser cutting, welding, shearing, breaking, and assembly services. The company was founded in 2001 and is headquartered in Fort Worth, TX. | Metal Fabrication | Director/Board Member | |
| Traditional & Herbal Medicine Co. | Chief Operating Officer | ||
Trail Post Ventures Management LLC
 Trail Post Ventures Management LLC Investment ManagersFinance Trail Post Ventures Management LLC (Trail Post Ventures) is an venture capital firm founded in 2017 by Will J. Schmitt and Nicolas Mindel. The firm is headquartered in Sausalito, California. | Investment Managers | Founder |
Statistiques
Internationale
| Etats-Unis | 36 |
| Chine | 5 |
| Australie | 2 |
| Égypte | 2 |
Sectorielle
| Finance | 19 |
| Consumer Services | 14 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
| Electronic Technology | 2 |
Opérationnelle
| Corporate Officer/Principal | 203 |
| Director/Board Member | 119 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 51 |
| Analyst-Equity | 48 |
Relations les plus connectées
| Insiders | |
|---|---|
| Steve Hlavin | 93 |
| Ziyad Fouad Fahad Al-Saleh | 22 |
| Jose Armario | 22 |
| Peter Reed | 18 |
| Christian Chibras | 17 |
| Jason Fulton | 14 |
| Anton Schutz | 13 |
| Abdullah Al-Tamami | 12 |
| Christopher Pummill | 12 |
| Shou Ching Tang | 12 |
| Stewart B. Davis | 10 |
| Steve Werber | 10 |
| Will Schmitt | 10 |
| Jonathan Scheiner | 9 |
| Wan Yong Lian | 9 |
- Bourse
- Insiders
- James D. Plumb
- Connexions Sociétés
