Melissa Nicole Osika
Membre du Comité d'Investissement chez Herr Capital Management LLC
Provenance du réseau au premier degré de Melissa Nicole Osika
Entité | Type d'entité | Industrie | |
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Waddell & Reed LLC
Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.
4
| Subsidiary | Investment Managers | 4 |
Herr Capital Management LLC
Herr Capital Management LLC Investment ManagersFinance Herr Capital Management LLC (HCM) is an independent asset management firm headquartered in Oak Lawn, Illinois. The firm was founded by Terry Herr in 2000. HCM offers a full range of financial services to high-net worth individuals, families, and businesses.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Melissa Nicole Osika via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Loyola University of Chicago | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
Denver Wealth Management, Inc.
Denver Wealth Management, Inc. Investment ManagersFinance Denver Wealth Management, Inc. (DWM) is an independent registered investment advisor headquartered in Greenwood Village, Colorado. The firm was co-founded by Blair Braden and Zachary Bouck in 2012. DWM offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses and pension/retirement plans. | Investment Managers | Founder | |
MedCare Investment Corp.
MedCare Investment Corp. Investment ManagersFinance MedCare Investment Corp (MedCare Investment) is a private equity firm founded in 1991 by James Leininger and Tim W. Lyles. The firm is headquartered in San Antonio, Texas. | Investment Managers | Private Equity Analyst | |
TrustCore Investments, Inc.
TrustCore Investments, Inc. Investment Banks/BrokersFinance Part of TrustCore LLC, TrustCore Investments, Inc. is a financial services company that provides investment management and financial planning services to individuals, families, and institutions. The company is based in Brentwood, TN. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wake Forest University | College/University | Undergraduate Degree | |
FSC Securities Corp.
FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Berthel Fisher & Co. Financial Services, Inc.
Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co. | Investment Banks/Brokers | Corporate Officer/Principal | |
Birchtree Financial Services, Inc.
Birchtree Financial Services, Inc. Investment Banks/BrokersFinance Part of H&R Block, Inc., Birchtree Financial Services, Inc. is an investment firm that offers financial products including stocks, bonds, mutual funds, and insurance products. The company is based in Kansas City, MO. Birchtree Financial Services was acquired by HRB Business Services, Inc. on January 29, 1999. | Investment Banks/Brokers | Corporate Officer/Principal | |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Compliance Officer | |
Morehouse College | College/University | Undergraduate Degree | |
BOE Securities, Inc.
BOE Securities, Inc. Investment Banks/BrokersFinance Founded by Bufus Outlaw in 1997, BOE Securities, Inc. is a private, value-based SEC-registered brokerage firm located in Philadelphia, Pennsylvania. The firm is a subsidiary of the BOE Group, Inc. They are affiliated with BOE Research Private Ltd., which is located in Mumbai, India. BOE Securities is a member of FINRA, the NASD and SPIC. BOE Securities provides research services to institutional investors. Their research products and services are designed for use by chief investment officers, portfolio managers and financial analysts. The firm can function as an off-site research department for firms or simply as an input into their clients' proprietary investment processes. BOE Securities' quantitative research is produced on a weekly basis. They provide weekly ratings on U.S. large-cap stocks based on a variety of investment styles including value, growth, GARP and momentum. The firm serves as an introducing broker to Goldman Sachs Executions and Clearing LP. BOE's research team covers over 500 stocks, producing 4 annual reports on each company. Their research methodology combines top-down and bottom-up analysis and seeks to provide clients with key information required to determine the real value of a company. The firm begins with rigorous fundamental analysis that incorporates economic, industry and company data which results in forecast assumptions of a stock and its sector. BOE Securities scrutinizes all publicly-available information including SEC Filings and company transcripts and examines each company's customers, suppliers and competitors to gain overlooked insights into a company. They determine each company's intrinsic value by: (1) modeling the company's future earnings (2) understanding the company's cash flow and the forces which impact it and (3) providing a consistent, disciplined valuation framework based on discounted free cash (DCF). BOE Securities also looks at the relative valuation of each security, assessing current and historical metrics, as well as industry comparables. The combined valuation methods determine whether a stock is fairly valued and if the market has fully incorporated all relevant news into the share price. The firm's economic profit analysis provides the key information needed to determine each company's ability to create wealth for shareholders. BOE Securities uses economic data as a basis for constructing and evaluating asset valuations relative to returns on those assets. Finally, BOE Securities continuously monitors the stocks on their coverage universe, with emphasis on the key valuation drivers, and seeks to identify events which may impact stock value over time. BOE Securities offers quantitative equity research ratings on 4,000 companies. Their quantitative ratings are based on an advanced academic study of investor behavioral biases that cause the mispricing of securities. The firm's reports consist of buy alerts and sell alerts highlighting the most critical, action items. BOE Securities scores stocks according to a 4-point system that incorporates long-term contrarian factors and short-term momentum factors including: (1) PE to Growth (PEG) rankings (2) fundamental momentum, based on estimate revisions (3) relative strength and (4) shareholder value creation as based on earnings above the cost of capital. By summarizing this data into a weighted, back-tested composite score, BOE Securities then ranks the equities according to their alpha-generating abilities. Their process enables them to quantitatively grade any security from which they develop alerts and reports. | Investment Banks/Brokers | Analyst-Equity | |
University of Colorado Denver | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 18 |
Sectorielle
Finance | 11 |
Consumer Services | 6 |
Technology Services | 2 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 13 |
Undergraduate Degree | 5 |
Compliance Officer | 2 |
Founder | 2 |
Chief Executive Officer | 1 |
Relations les plus connectées
Insiders | |
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Bill D. Woodward | 7 |
Ron D. Ilesco | 6 |
Terry Herr | 3 |
Bufus Outlaw | 3 |
Zachary Tobias Bouck | 3 |
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