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Richard Elvidge
Stratège de marché chez KeyBank, NA (Investment Management)
Provenance du réseau au premier degré de Richard Elvidge
Entité | Type d'entité | Industrie | |
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KeyBank, NA (Investment Management)
![]() KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.
18
| Operating Division | Investment Managers | 18 |
Acadia Trust, N.A.
![]() Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc.
3
| Extinct | Investment Managers | 3 |
F.L. Putnam Investment Management Co.
![]() F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations.
3
| Subsidiary | Investment Managers | 3 |
People's Securities, Inc.
![]() People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions.
1
| Extinct | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Richard Elvidge via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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KEYCORP | Major Banks | Corporate Officer/Principal | |
THE TRAVELERS COMPANIES | Property/Casualty Insurance | Corporate Officer/Principal | |
BMO Harris Bank, NA (Investment Management)
![]() BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
Paradigm Capital Management, Inc.
![]() Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Investment Managers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
1st Source Bank
![]() 1st Source Bank Regional BanksFinance 1st Source Bank operates as a chartered commercial bank. It offers personal banking and electronic services. The company was founded in 1863 and is headquartered in South Bend, IN. | Regional Banks | Corporate Officer/Principal | |
Spinnaker Trust
![]() Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Investment Managers | Analyst-Equity | |
Geller Advisors LLC
![]() Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Investment Managers | Chief Executive Officer | |
North Country Investment Advisers, Inc.
![]() North Country Investment Advisers, Inc. Investment ManagersFinance North Country Investment Advisers, Inc. (NCIA) is a registered investment advisor headquartered in Glens Falls, New York. The firm is a subsidiary of Glens Falls National Bank & Trust Co., which is owned by Arrow Financial Corp. (NASDAQ: AROW). NCIA provides investment advisory services to individual and institutional clients. | Investment Managers | President | |
BSW Wealth Partners LLC
![]() BSW Wealth Partners LLC Investment ManagersFinance BSW Wealth Partners LLC (BSW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded by Debi Baydush in 1992. BSW provides investment management services primarily to high net-worth individuals and families. | Investment Managers | Head-Equity Investments | |
London Life Insurance Co.
![]() London Life Insurance Co. Financial ConglomeratesFinance London Life Insurance Co. provides life insurance, investment planning, mortgages and other financial security advisory services. It offers savings, investment plans and retirement income plans. The company was founded by Edward Harris, William Woodruff, Colonel John Walker, James Magee and Joseph Jeffery in 1874 and is headquartered in London, Canada. | Financial Conglomerates | Corporate Officer/Principal | |
Ancora Advisors LLC
![]() Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Investment Managers | Head-Fixed Income Invts | |
Greater Cleveland Food Bank, Inc.
![]() Greater Cleveland Food Bank, Inc. Services to the Health IndustryHealth Services Greater Cleveland Food Bank, Inc. supplies food used in local hot meal sites, shelters, and food pantries. It works closely with other Northeast Ohio hunger relief organizations, providing food and nonfood products to hunger centers administered by the Hunger Network of Greater Cleveland, the Catholic Hunger and Shelter Network, and the Salvation Army, among others. The company was founded in 1979 and is headquartered in Cleveland, OH. | Services to the Health Industry | Director/Board Member | |
McGill University | College/University | Undergraduate Degree Graduate Degree | |
University of Utah | College/University | Graduate Degree | |
Boise State University | College/University | Undergraduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
Cleveland State University | College/University | Undergraduate Degree Masters Business Admin | |
Husson University | College/University | Undergraduate Degree | |
Illinois State University | College/University | Undergraduate Degree | |
Kent State University (Ohio) | College/University | Graduate Degree | |
New York University | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Graduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Purdue University | College/University | Graduate Degree | |
University of Toronto | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Vermont | College/University | Undergraduate Degree | |
West Virginia University | College/University | Undergraduate Degree | |
Wittenberg University | College/University | Undergraduate Degree Undergraduate Degree | |
St. John Fisher College | College/University | Undergraduate Degree | |
Weatherhead School of Management | College/University | Masters Business Admin Masters Business Admin | |
RBC Capital Markets LLC (Investment Management)
![]() RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal | |
Walthausen & Co. LLC
![]() Walthausen & Co. LLC Investment ManagersFinance Walthausen & Co. LLC (Walthausen) is an independent registered investment advisor headquartered in Malta, New York. The firm was founded by John B. Walthausenin 2007. Walthausen provides discretionary investment advisory services to pension and profit-sharing plans; corporations; healthcare organizations; foundations, endowments and other charitable organizations; and registered investment companies (mutual funds). | Investment Managers | Analyst-Equity | |
Zacks Investment Research, Inc.
![]() Zacks Investment Research, Inc. Investment ManagersFinance Founded by Len Zacks in 1978, Zacks Investment Research, Inc. is an SEC-registered broker/dealer and investment research firm headquartered in Chicago, Illinois with an office in Irvine, California. The firm is principally owned by The Greenwood Trust. Zacks makes both short-term and long-term investment recommendations using the following investment styles: aggressive growth, growth/income, momentum, value, technicals and options. Zack Investment Research employs the Zacks Rank, a 100% a peerless stock rating system that is based on a quantitative model that includes the use of four factors including as earnings estimate revisions and earnings surprises. Stocks are classified into five groups, ranging from 'Strong Buy' to 'Strong Sell.' Zacks Rank is completely mathematical and focuses only on the math and whether the math predicts that a stock's price will rise. It is a short-term indicator of stock performance that is effective for 1 to 3 months. The Zacks Recommendation process begins with a new quantitative model that employs the Zacks Rank. The firm then utilizes qualitative insights to develop a unique recommendation based on a 6 month time horizon. Zacks Investment Research provides coverage primarily on the following sectors: (1) manufacturers of electrical components (2) photo optics/lasers (3) HPC computing platforms (4) manufacturers and distributors of textiles (5) information technology (6) independent oil and gas companies involved in the exploration, development and acquisition of crude oil and natural gas (6) providers of docking, manipulator and wafer probing interface products for semiconductor and ATE manufacturers (7) companies that design and manufacture oscilloscopes, serial data analyzers and protocol analyzers to test, measure and analyze electronic signals (8) manufacturers of branded toys, collectibles, hobby or infant products and (9) financial services companies. | Investment Managers | Analyst-Equity | |
Singular Research
![]() Singular Research Investment ManagersFinance Singular Research is an independent research firm headquartered in Calabasas, California. Founded in 2004, the firm provides research on micro and small-cap companies, particularly those that are emerging, undervalued, and undercovered. | Investment Managers | Analyst-Equity | |
Outlines Venture Management Services LLC
![]() Outlines Venture Management Services LLC Investment ManagersFinance Outlines Venture Management Services is a private equity firm founded in 2013 by Gillian Muessig. The firm is headquartered in Seattle, Washington. | Investment Managers | Private Equity Investor | |
Shanghai Iteration Investment Management Co. Ltd.
![]() Shanghai Iteration Investment Management Co. Ltd. Investment ManagersFinance Shanghai Iteration Investment Management Co. Ltd is an independent Venture Capital firm founded in 2015. The firm is headquartered in Shanghai. | Investment Managers | Private Equity Investor | |
TechCrowds LLC
![]() TechCrowds LLC Internet Software/ServicesTechnology Services TechCrowds LLC operates as a funding platform. | Internet Software/Services | Director/Board Member | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
The University At Buffalo School of Management | College/University | Undergraduate Degree | |
Bloomberg LP (Research)
![]() Bloomberg LP (Research) Investment ManagersFinance Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries. | Investment Managers | Corporate Officer/Principal | |
Chicago Theatre Group, Inc.
![]() Chicago Theatre Group, Inc. Movies/EntertainmentConsumer Services Chicago Theatre Group, Inc. encompasses a drama school and professional acting services. It produces classic and contemporary works which gives voice to wide range of artists and visions. The company was founded in July 1922 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
Haas School of Business | College/University | Doctorate Degree |
Statistiques
Internationale
Etats-Unis | 44 |
Canada | 5 |
Bermudes | 2 |
Chine | 2 |
Sectorielle
Finance | 25 |
Consumer Services | 24 |
Health Services | 2 |
Technology Services | 2 |
Opérationnelle
Corporate Officer/Principal | 36 |
Undergraduate Degree | 24 |
Director/Board Member | 21 |
Portfolio Manager-Equities | 15 |
Analyst-Equity | 14 |
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