Adam Goldberg
Oprichter bij Dumont & Blake Investment Advisors LLC
Oorsprong van het eerstegraads netwerk van Adam Goldberg
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Towson University
20
| College/University | Other Consumer Services | 20 |
Painewebber Group, Inc.
18
| Extinct | Investment Banks/Brokers | 18 |
Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis.
7
| Private Company | Investment Managers | 7 |
Matrix Asset Advisors, Inc.
Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans.
2
| Private Company | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Adam Goldberg via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Director of Research - Fxd Inc Analyst-Equity | |
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer Chief Investment Officer | |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Abingdon Capital Management LLC
Abingdon Capital Management LLC Investment ManagersFinance Abingdon Capital Management LLC (Abingdon Capital) is an independent hedge fund manager headquartered in McLean, Virginia. The firm was founded by Robert Jacoboski in 1999. Abingdon Capital serves as a discretionary investment adviser or sub-adviser to various privately placed, pooled investment vehicles. Investors in private funds generally include high net-worth individuals, other private funds and a variety of institutional investors. | Investment Managers | Sales & Marketing | |
ZYNERBA PHARMACEUTICALS, INC. | Pharmaceuticals: Major | President | |
IMMUNOME, INC. | Biotechnology | Director/Board Member | |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Investment Managers | Chief Executive Officer Founder Founder | |
University of Baltimore | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
City University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Penn-Mar Human Services
Penn-Mar Human Services Services to the Health IndustryHealth Services Penn-Mar Human Services is a non-profit organization that provides social services to the people with developmental disabilities. It offers educational, vocational training, residential programs, transportation, and individual support services. The company was founded in 1980 and is headquartered in Glen Rock, PA. | Services to the Health Industry | Director/Board Member Director/Board Member | |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Hyrobuilder Holdings LLC | Director/Board Member | ||
George Washington University | College/University | Masters Business Admin | |
Stamos Capital Partners LP
Stamos Capital Partners LP Investment ManagersFinance Stamos Capital Partners LP (Stamos Capital) is an independent, SEC-registered investment advisor and fund-of-hedge funds manager headquartered in Menlo Park, California. The firm was founded by Peter S. Stamos in 2002 as Stamos Partners Capital Management LP. Stamos Capital provides advisory services to private investment funds (SCP Funds) and to high-net-worth individuals, family offices, colleges, foundations, endowments, trusts, and other clients. | Investment Managers | Head-Fixed Income Invts | |
Pace University | College/University | Doctorate Degree | |
Just Another Acquisition Corp.
Just Another Acquisition Corp. Financial ConglomeratesFinance Just Another Acquisition Corp. operates as a blank check company. It was formed for the purpose of entering into a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company is headquartered in New York, NY. | Financial Conglomerates | Chief Executive Officer | |
Rocket Global Acquisition Corp.
Rocket Global Acquisition Corp. Financial ConglomeratesFinance Rocket Global Acquisition Corp. operates as a blank check company. The firm was formed for the purpose of entering into a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was incorporated on February 9, 2021 and is headquartered in New York, NY. | Financial Conglomerates | Chief Executive Officer | |
Broadband Capital Partners LLC | Corporate Officer/Principal | ||
ICMC LLC
ICMC LLC Miscellaneous Commercial ServicesCommercial Services ICMC LLC provides administrative management consulting services. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Hydrobuilder Holdings LLC
Hydrobuilder Holdings LLC Internet Software/ServicesTechnology Services Hydrobuilder Holdings LLC is a leading omnichannel platform in the hydroponics, CEA, and specialty agriculture industry. The private company is based in the United States, with a retail footprint in four states and commercial warehouse direct capabilities in 17 states. The American company serves a wide range of customers, from hobbyists to large commercial growers, through its online, retail, and warehouse direct channels. These companies include Greencoast, Hydrobuilder.com, Elevated Equipment and Supply, and Way to Grow. Hydrobuilder Holdings was founded in October 2020 and has acquired four market-leading companies across different sales channels and geographies. The CEO of Hydrobuilder Holdings is Markus Alan Hockenson. | Internet Software/Services | Director/Board Member | |
FARMERS AND MERCHANTS BANCSHARES, INC. | Regional Banks | Director of Finance/CFO | |
Farmers & Merchants Bank (Upperco, Maryland)
Farmers & Merchants Bank (Upperco, Maryland) Regional BanksFinance Farmers & Merchants Bank provides commercial and retail banking services. It provides its banking services to individuals, small and medium-sized businesses. The firm’s commercial banking services include loans, commercial checking accounts & remote deposit banking, certificates of deposit & other interest-bearing accounts, direct deposit of payroll, merchant credit card services and letters of credit. The company was founded on October 24, 1919 and is headquartered in Hampstead, MD. | Regional Banks | Director of Finance/CFO | |
Plastron Acquisition Corp. III
Plastron Acquisition Corp. III Financial ConglomeratesFinance Plastron Acquisition Corp. III operates as a development stage company. It was formed as a vehicle to pursue a business combination through the acquisition of or merger with an operating business. The company was founded on May 24, 2011 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Syracuse University | College/University | Undergraduate Degree | |
Renaissance Capital CJSC
Renaissance Capital CJSC Investment Banks/BrokersFinance Renaissance Capital CJSC is a company based in Moscow, Russian Federation. and has subsidiaries in Kazakhstan and Kenya. The Russian company was founded by Stephen Jennings, Boris Alexis Jordan, Peter Kadas. | Investment Banks/Brokers | Analyst-Equity | |
RUSPETRO PLC | Wholesale Distributors | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 45 |
Rusland | 3 |
Kaaimaneilanden | 2 |
Sectoraal
Finance | 31 |
Consumer Services | 8 |
Health Technology | 4 |
Commercial Services | 3 |
Health Services | 2 |
Operationeel
Corporate Officer/Principal | 90 |
Director/Board Member | 59 |
Undergraduate Degree | 45 |
Analyst-Equity | 34 |
Portfolio Manager-Equities | 27 |
Sterkste connecties
Insiders | |
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Paul Bernard Guenther | 24 |
Philip Wagenheim | 21 |
Steven F. Tunney | 19 |
Daniel Barcelo | 14 |
Barton Hedges | 11 |
John D. Mills | 10 |
Glenn Novarro | 9 |
Jack B. Grubman | 9 |
Mark C. Krebs | 9 |
Patty L. Edwards | 9 |
Anthony P. Gallo | 8 |
B. Featherston | 8 |
B. Daniel Evans | 8 |
Michael Joseph Kastner | 7 |
Paul D. Bach | 7 |
- Beurs
- Insiders
- Adam Goldberg
- Bedrijfsconnecties