Profil
Joshua Reilly is a Senior Analyst at Needham & Co. LLC since 2018.
Prior to this, he worked as an Analyst at Okabena Investment Services, Inc. and as an Associate at Focus Capital Group, Inc. from 2010 to 2012.
He also worked as a Research Analyst at Northland Securities, Inc. in 2013 and as an Associate at Canaccord Genuity, Inc. from 2015 to 2018.
Mr. Reilly completed his undergraduate degree at The Curtis L.
Carlson School of Management.
Postes actifs de Joshua Reilly
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/09/2018 |
Anciens postes connus de Joshua Reilly
| Sociétés | Poste | Fin |
|---|---|---|
Canaccord Genuity, Inc.
 Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC. | Analyst-Equity | 01/09/2018 |
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Analyst-Equity | 31/07/2015 |
Focus Capital Group, Inc.
 Focus Capital Group, Inc. Investment Banks/BrokersFinance Founded in 2005 by Edward Adams and Michael Monahan, Focus Capital Group, Inc. is an SEC-registered broker/dealer headquartered in Minneapolis, Minnesota with an additional office in New York City. The firm's services include general advisory, sell-side advisory, buy-side advisory, valuation and fairness opinions, cross-border transactions, capital raising and advisory and recapitalization and restructuring advisory. They participate in the private placements of securities. Focus Capital Group does not affect transactions in commodities, commodity futures or commodity options. The firm is a member of FINRA and the SIPC | Corporate Officer/Principal | 01/12/2012 |
Okabena Investment Services, Inc.
 Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Corporate Officer/Principal | - |
Formation de Joshua Reilly
| The Curtis L. Carlson School of Management | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Focus Capital Group, Inc.
Focus Capital Group, Inc. Investment Banks/BrokersFinance Founded in 2005 by Edward Adams and Michael Monahan, Focus Capital Group, Inc. is an SEC-registered broker/dealer headquartered in Minneapolis, Minnesota with an additional office in New York City. The firm's services include general advisory, sell-side advisory, buy-side advisory, valuation and fairness opinions, cross-border transactions, capital raising and advisory and recapitalization and restructuring advisory. They participate in the private placements of securities. Focus Capital Group does not affect transactions in commodities, commodity futures or commodity options. The firm is a member of FINRA and the SIPC | Finance |
Okabena Investment Services, Inc.
Okabena Investment Services, Inc. Investment ManagersFinance Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds). | Finance |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Finance |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC. | Finance |
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. | Finance |
