Michael Ulz
Directeur de la Recherche - Actions chez Morgan Stanley & Co. LLC
Profil
Michael E.
Ulz is currently an Executive Director & Equity Analyst at Morgan Stanley & Co. LLC.
Previously, he worked as a Research Analyst at Piper Sandler & Co. (Broker) from 2009 to 2010, a Vice President at JPMorgan Securities LLC from 2010 to 2014, a Research Associate at Thomas Weisel Partners LLC from 2006 to 2009, a Senior Research Analyst at Robert W.
Baird & Co., Inc. (Broker) from 2016 to 2021, and a Vice President at Barclays Capital, Inc. from 2014 to 2015.
He obtained his undergraduate degree from Lafayette College and his graduate degree in MBA from Columbia Business School.
Postes actifs de Michael Ulz
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur de la Recherche - Actions | 01/03/2021 |
Anciens postes connus de Michael Ulz
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Analyst-Equity | - |
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. | Analyst-Equity | 01/12/2015 |
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. | Analyst-Equity | 30/09/2014 |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Analyst-Equity | 30/04/2010 |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Analyst-Equity | 30/09/2009 |
Formation de Michael Ulz
| Lafayette College | Undergraduate Degree |
| Columbia Business School | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
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. | Finance |
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. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Finance |
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. | Finance |
