Paul Richard Penney
Directeur en chef des Investissements chez SHF HOLDINGS, INC.
Profil
Paul Richard Penney is currently the Director at Home2first Foundation and the Chief Investment Officer at SHF Holdings, Inc. He previously worked as the Director of Institutional Equities at Piper Sandler & Co. (Broker) from 2014 to 2015, the Managing Director & Senior Research Analyst at Northland Securities, Inc. from 2016 to 2019, the Senior Vice President of Institutional Equities at Lehman Brothers, Inc., the Portfolio Manager & Senior Analyst at The Cypress Funds LLC from 2008 to 2011, the Senior Equity Analyst at Robertson Stephens & Co. from 1998 to 2001, and the Senior Vice President of Institutional Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2006 to 2008.
He also served as the Chief Investment Officer & Portfolio Manager at Compass North Advisors LLC from 2011 to 2013, and the Chief Investment Officer at Riverforce Partners, Inc. He holds an undergraduate degree from Santa Clara University.
Additionally, he was the Chief Investment Officer at Kreditforce LLC from 2019 to 2021 and is currently the Chief Investment Officer at SHF LLC.
Postes actifs de Paul Richard Penney
| Sociétés | Poste | Début |
|---|---|---|
| SHF HOLDINGS, INC. | Directeur en chef des Investissements | - |
| Home2first Foundation | Directeur/Membre du Conseil | - |
Anciens postes connus de Paul Richard Penney
| Sociétés | Poste | Fin |
|---|---|---|
| SHF LLC | Directeur en chef des Investissements | 30/09/2022 |
| Kreditforce LLC | Directeur en chef des Investissements | 01/01/2021 |
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 | 01/01/2019 |
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. | Corporate Officer/Principal | 01/11/2015 |
Compass North Advisors LLC
 Compass North Advisors LLC Investment ManagersFinance Compass North Advisors LLC provides investment advice. The private company is based in San Francisco, CA. | Corporate Officer/Principal | 01/12/2013 |
Formation de Paul Richard Penney
| Santa Clara University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SHF HOLDINGS, INC. | Finance |
| Entreprise privées | 11 |
|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
The Cypress Funds LLC
 The Cypress Funds LLC Investment ManagersFinance The Cypress Funds LLC (Cypress) is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Robert A. Day in 1969. Cypress provides investment advice to investment funds. | 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 |
| Robertson Stephens & Co. | 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 |
Riverforce Partners, Inc.
 Riverforce Partners, Inc. Investment ManagersFinance RiverForce Partners, Inc. (RFP) is an independent registered investment advisor headquartered in Boston, Massachusetts. RFP advises and invests in a select array of private and public companies across various stages and asset classes, with business operations based within developed countries such as the US and select parts of Europe. | Finance |
| Kreditforce LLC | |
| SHF LLC | |
| Home2first Foundation | |
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). | Finance |
Compass North Advisors LLC
Compass North Advisors LLC Investment ManagersFinance Compass North Advisors LLC provides investment advice. The private company is based in San Francisco, CA. | Finance |