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Stephen Jerome Dodson
Fondateur chez Bretton Capital Management LLC
Provenance du réseau au premier degré de Stephen Jerome Dodson
Entité | Type d'entité | Industrie | |
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Parnassus Investments
![]() Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts.
15
| Extinct | Investment Managers | 15 |
Bretton Capital Management LLC
![]() Bretton Capital Management LLC Investment ManagersFinance Bretton Capital Management LLC (Bretton) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Stephen Dodson in 2010. Bretton serves as the investment advisor of the Bretton Fund (BRTNX), a mutual fund that follows a focused, value strategy.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Stephen Jerome Dodson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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SKBA Capital Management LLC
![]() SKBA Capital Management LLC Investment ManagersFinance SKBA Capital Management LLC (SKBA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Andrew Bischel in 1989. SKBA manages assets for individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, mutual funds and insurance companies. | Investment Managers | Corporate Officer/Principal | |
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate 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 | Undergraduate Degree Masters Business Admin | |
Lipscomb University | College/University | Masters Business Admin | |
Arizona State University | College/University | Masters Business Admin | |
E.L.F. BEAUTY, INC. | Household/Personal Care | Director/Board Member | |
Golden Gate University | College/University | Masters Business Admin | |
University of Lausanne | College/University | Undergraduate Degree | |
Lombard Odier (Europe) SA (Netherlands)
![]() Lombard Odier (Europe) SA (Netherlands) Investment ManagersFinance Lombard Odier (Europe) SA (Nederland) (Lombard Odier-Nederland) is the Netherlands-based asset management division of Lombard Odier (Europe) SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Headquartered in Amsterdam, the firm was founded in 1985 and manages Dutch private and institutional assets. Lombard Odier-Nederland also provides services to international clients including wealth management, institutional asset management, traditional and alternative mutual funds, global custody, investment advice, estate and succession planning and services for family offices and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Merriman Capital, Inc.
![]() Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree | |
The California State University | College/University | Masters Business Admin | |
Paul Capital Partners LP
![]() Paul Capital Partners LP Investment ManagersFinance Founded in 1991 by Philip Paul, Paul Capital Partners LP is a private equity firm located in San Francisco with additional offices in New York City, Hong Kong, London, Paris and São Paulo. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Tennessee | College/University | Undergraduate Degree | |
Offroad Capital Corp.
![]() Offroad Capital Corp. Investment Banks/BrokersFinance Part of NYPPEX Holdings LLC, Offroad Capital Corp. operates an online securities marketplace. The company is based in San Francisco, CA. The company was founded by Denise M. Thomas. Offroad Capital was acquired by New York Private Placement Network LLC on October 12, 2001. | Investment Banks/Brokers | Corporate Officer/Principal | |
Creative Ventures Management LLC
![]() Creative Ventures Management LLC Investment ManagersFinance Creative Ventures Management LLC (Creative Ventures) is a venture capital firm founded in 2016. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
University of California, Davis | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
Belmont University | College/University | Undergraduate Degree | |
California State University-Dominguez Hills | College/University | Masters Business Admin | |
University of California, Santa Cruz | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
OEP Capital Advisors LP
![]() OEP Capital Advisors LP Investment ManagersFinance OEP Capital Advisors LP (OEP Capital Advisors) is an Private Equity firm founded by Dick Cashin in 2001. The firm is headquartered in New York with additional offices in Frankfurt and Amsterdam. | Investment Managers | Private Equity Investor | |
University of Michigan | College/University | Masters Business Admin | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
3PAR, Inc.
![]() 3PAR, Inc. Computer PeripheralsElectronic Technology 3PAR, Inc. provides utility storage solutions. It also provides platform for the delivery of enterprise IT as a utility service. The company was founded by Jeffrey Price and Ashok Singhal in 1999 and is headquartered in Palo Alto, CA. | Computer Peripherals | Public Communications Contact | |
Georgetown University | College/University | Undergraduate Degree | |
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 | |
Fox Paine & Co. LLC
![]() Fox Paine & Co. LLC Investment ManagersFinance Fox Paine & Co. LLC is a private equity firm. The firm was founded in 1996 by Saul Fox and Dexter. The firm is headquartered in California, US. | Investment Managers | Private Equity Investor | |
Blackstone Corporate Private Equity
![]() Blackstone Corporate Private Equity Investment ManagersFinance Blackstone Corporate Private Equity (Blackstone Corporate) is a private equity division of The Blackstone Group Inc founded in 1985 by Stephen Allen Schwarzman. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Stanford University | College/University | Masters Business Admin | |
Paine Schwartz Partners LLC
![]() Paine Schwartz Partners LLC Investment ManagersFinance Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
WELLS FARGO ADVANTAGE FUNDS - ALLSPRING INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
ALLSPRING MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
WELLS FARGO ADVANTAGE FUNDS - ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Compliance Officer |
Statistiques
Internationale
Etats-Unis | 43 |
Pays-Bas | 3 |
Suisse | 2 |
Irlande | 2 |
Îles Cayman | 2 |
Sectorielle
Finance | 20 |
Consumer Services | 20 |
Miscellaneous | 5 |
Commercial Services | 3 |
Electronic Technology | 3 |
Opérationnelle
Corporate Officer/Principal | 19 |
Undergraduate Degree | 13 |
Masters Business Admin | 11 |
Analyst-Equity | 8 |
Portfolio Manager-Equities | 8 |
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