Provenance du réseau au premier degré de Julian Stein
Entité | Type d'entité | Industrie | |
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Perella Weinberg Partners LP
Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients.
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| Subsidiary | Investment Banks/Brokers | 52 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Julian Stein via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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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 | Corporate Officer/Principal Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Friess Associates LLC
Friess Associates LLC Investment ManagersFinance Friess Associates LLC is an independent, SEC-registered investment advisor headquartered in Greenville, Delaware. The firm was founded by Foster Friess in 1974. They provide portfolio management services to charitable/religious organizations, high net-worth individuals, retirement plans, investment companies, private investment funds and other private institutions. | Investment Managers | Chief Operating Officer | |
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 | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity Analyst-Equity | |
Westlake Securities LLC
Westlake Securities LLC Investment Banks/BrokersFinance Westlake Securities LLC is a private company that has been providing a variety of services to middle market companies for 20 years. The company is based in Austin, TX and was founded in 2003. The company offers fractional/interim CFO services to reduce risk, reduce financial surprises, and maximize a company's value. The company also provides operational advice and strategic alternatives to manage through a downturn in financial performance. Westlake Securities assists middle-market companies in selling their business and provides sell-side advisory services. The company also offers buy-side advisory services for middle-market companies with enterprise values of $10mm to $250mm. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin 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 | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin 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 Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Perella Weinberg Partners Group LP
Perella Weinberg Partners Group LP Investment ManagersFinance Perella Weinberg Partners Group LP engages in the provision of financial advisory and asset management services. The company was founded by Joseph Robert Perella and is headquartered in Albany, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
GreyLion Capital LP
GreyLion Capital LP Investment ManagersFinance GreyLion Capital LP (GreyLion Capital) is a private equity firm founded in 2012 by David Ferguson and Chip L Baird. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Compliance Officer | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
Teamshares, Inc.
Teamshares, Inc. Financial ConglomeratesFinance Teamshares, Inc. engages in buying small businesses from retiring owners. The company is headquartered in Brooklyn, NY. | Financial Conglomerates | Chief Executive Officer Founder | |
Amherst College | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Calixto Global Investors LP
Calixto Global Investors LP Investment ManagersFinance Calixto Global Investors LP (Calixto Global) is a SEC-registered investment advisor and hedge fund manager headquartered in Coral Gables, Florida. The firm was founded by Eduardo Costa in 2014 and is a subsidiary of Costa Calixto IM LLC. Calixto Global offers investment advisory services to pooled investment vehicles intended for sophisticated investors. | Investment Managers | Corporate Officer/Principal | |
George Mason University | College/University | Undergraduate Degree | |
Pandion, Inc.
Pandion, Inc. Air Freight/CouriersTransportation Pandion, Inc. is an American machine learning-based delivery service company founded in 2021 by Scott Ruffin, a former Amazon and Walmart executive. The company is based in Quakertown, PA, and Scott Ruffin has been the CEO since incorporation. The company aims to provide more efficient transportation of e-commerce packages, resulting in faster, more precise, and more reliable delivery. Pandion opened its first sortation center in Quakertown in October 2021, which has already sorted and delivered millions of packages across the northeastern region of the US, ensuring on-time delivery for customers during the peak of the holiday season. | Air Freight/Couriers | Corporate Officer/Principal | |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Investment Managers | Corporate Officer/Principal | |
University of Delaware | College/University | Undergraduate Degree | |
Villanova University | College/University | Masters Business Admin | |
Marcum LLP
Marcum LLP Miscellaneous Commercial ServicesCommercial Services Marcum LLP operates as a public accounting and advisory services firm. It offers bankruptcy and insolvency; cost segregation; financial statements; personal financial management; tax advisory; tax controversy resolution; and tax-exempt business services. The company was founded by Edwin J. Kliegman and Edwin Marcum in 1951 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Cerberus Capital Management LP
Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
E*TRADE Capital Markets LLC
E*TRADE Capital Markets LLC Investment Banks/BrokersFinance Part of Morgan Stanley, E * TRADE Capital Markets LLC is a company that provides broker-dealer services. The company is based in Chicago, IL. | Investment Banks/Brokers | 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 | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 48 |
Sectorielle
Finance | 30 |
Consumer Services | 17 |
Transportation | 2 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 111 |
Undergraduate Degree | 45 |
Analyst-Equity | 33 |
Masters Business Admin | 16 |
Director/Board Member | 16 |
Relations les plus connectées
Insiders | |
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Eli David Scher | 12 |
Joseph Gatto | 12 |
Osman Khan | 10 |
Kevin Stahl | 10 |
Brendan Morrow | 10 |
Leo M. Bernstein | 9 |
Rob Yu | 9 |
Jillian Susanne McIntyre | 9 |
Bill H. Parkerson | 8 |
Louie Reformina | 8 |
Evgenia Raikh | 7 |
Shaun Kraft | 7 |
Bradford J. Stephan | 7 |
Katie Costello | 6 |
Daniel Avrutsky | 6 |
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