Provenance du réseau au premier degré de Jeffrey E. Schuss
Entité | Type d'entité | Industrie | |
---|---|---|---|
The Winchester Group, Inc. (New York)
The Winchester Group, Inc. (New York) Investment ManagersFinance Founded by Thomas Settle in 1990, The Winchester Group is an investment advisor firm located in New York City.
6
| Extinct | Investment Managers | 6 |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors.
4
| Subsidiary | Investment Managers | 4 |
Canaccord Adams, Inc.
Canaccord Adams, Inc. Investment Banks/BrokersFinance Canaccord Adams, Inc. is an independent financial services firm and broker/dealer headquartered in Boston with additional offices in New York City, San Francisco, Evanston, Illinois and Houston, Texas. The firm provides research to help clients make informed investment decisions. Their analysts seek to identify opportunities and expose risk with a focus on emerging and small- to mid-cap growth companies. Canaccord Adams focuses on seven sectors, clarifying current events and anticipating market trends in high-quality daily, weekly and monthly research products. The seven sectors they focus on are: metals and mining, energy, technology, life sciences, real estate and gaming, consumer and industrial growth. Canaccord Adams is a subsidiary of Vancouver-based Canaccord Financial, Inc. They are a member of the NASD and the SIPC.
2
| Extinct | Investment Banks/Brokers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jeffrey E. Schuss via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities | |
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer | |
GRANITE BROADCASTING CORPORATION | Broadcasting | Director/Board Member | |
Gagnon Securities LLC
Gagnon Securities LLC Investment ManagersFinance Gagnon Securities LLC is an independent registered investment advisor headquartered in New York City. The firm was founded in 2000 by Neil Gagnon, Brian Gagnon and Maureen Drew. Gagnon Securities manages individual brokerage accounts on a discretionary basis for individuals, retirement accounts, trusts, custodial accounts, and other institutions and business entities. | Investment Managers | Analyst-Equity | |
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Investment Managers | Chief Investment Officer | |
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Chief Executive Officer | |
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 | Analyst-Equity | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
Mathes Co., Inc.
Mathes Co., Inc. Investment ManagersFinance Founded Sorrell Mathes in 1997, Mathes & Co., Inc. is a registered investment advisor located in New York City. The firm manages discretionary portfolios for U.S. and foreign individuals and institutions, including taxable and non-taxable accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Aetna Capital Management LLC
Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Investment Managers | President | |
Southern New Hampshire University | College/University | Undergraduate Degree | |
University of Hartford | College/University | Masters Business Admin | |
Hartford Society of Financial Analysts, Inc. | Corporate Officer/Principal | ||
Boston University | College/University | Undergraduate Degree | |
Seton Hall University | College/University | Masters Business Admin | |
Marblehead Partners LP | President | ||
Georgetown University | College/University | Undergraduate Degree | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Muskingum University | College/University | Undergraduate Degree | |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Investment Managers | Founder | |
Sterling Grace Corp.
Sterling Grace Corp. Investment Trusts/Mutual FundsMiscellaneous Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Abraham & Co., Inc.
Abraham & Co., Inc. Investment ManagersFinance Abraham & Co., Inc. provides investment advice. The private company is based in Gig Harbor, WA and has subsidiaries in the United States. | Investment Managers | Corporate Officer/Principal | |
Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | Investment Managers | Director of Research - Equity | |
City University of New York | College/University | Undergraduate Degree | |
PNC Bank, NA
PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 49 |
Sectorielle
Finance | 31 |
Consumer Services | 14 |
Miscellaneous | 3 |
Government | 2 |
Opérationnelle
Portfolio Manager-Equities | 22 |
Corporate Officer/Principal | 19 |
Analyst-Equity | 12 |
Undergraduate Degree | 11 |
Portfolio Manager-Fixed Income | 7 |
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