Oorsprong van het eerstegraads netwerk van Dan Whalen
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.
172
| Extinct | Investment Managers | 172 |
Bucknell University
123
| College/University | Other Consumer Services | 123 |
Topeka Capital Markets
 Topeka Capital Markets Investment Banks/BrokersFinance Founded in 2010, Topeka Capital Markets is a brokerage firm located in New York City. Topeka provides a broad set of solutions to meet an expanding spectrum of client needs. They offer a wide array of services including: (1) domestic and international equity trading strategy and execution (2) equity derivative and trading strategies (3) real-time execution cost analysis (4) corporate buybacks (5) program and algorithmic strategies (6) pre- and post-trade analytics (7) transition management (8) commission management (9) corporate access services and (10) institutional equity research. Topeka Capital Markets' institutional equity research focuses on macroeconomic research, strategic research, technical research, commodity research, fundamental sector and company specific research and specialty research services.
28
| Extinct | Investment Banks/Brokers | 28 |
Auriga USA LLC
 Auriga USA LLC Investment Banks/BrokersFinance Auriga USA is a broker/dealer located in New York City. Their research focuses on the semiconductors, information technology and health services sectors.
12
| Subsidiary | Investment Banks/Brokers | 12 |
Dahlman Rose & Co. LLC
 Dahlman Rose & Co. LLC Investment Banks/BrokersFinance Founded in 2004, Cowen Securities is an investment banking firm and broker/dealer headquartered in New York City. The firm is a subsidiary of the Cowen Group. They were formerly known as Dahlman Rose & Co. Cowen Securities provides value-added research, trading and advisory services to clients in the US and abroad. The firm focuses on growth industries that are the direct beneficiaries of global trade, infrastructure development and urbanization. Their research focuses on various distinct verticals within the global natural resources supply chain including: metals/mining, agriculture, chemicals, oil & gas exploration and production, electric utilities and surface transportation. Cowen Securities follows a variety of companies across geographies, market-caps and strategies. The firm employs a top-down approach that focuses on global themes and macro trends within these sectors. They look for drivers that create opportunities for well-positioned companies.
11
| Extinct | Investment Banks/Brokers | 11 |
Harold C. Brown & Co. LLC
 Harold C. Brown & Co. LLC Investment ManagersFinance Founded in 1932 by Harold C. Brown, Harold C. Brown & Co. LLC is a registered investment advisor located in Buffalo, New York. Their clients include high net-worth individuals, trust funds, estates, retirement and pension plans, corporations, charitable and religious organizations, hospitals and educational institutions.
6
| Extinct | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dan Whalen via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Analyst-Fixed Income Portfolio Manager-Equities Analyst-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Market Strategist Market Strategist Market Strategist | |
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 | Analyst-Equity Trading-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity 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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Trading-Equity | |
| Syracuse University | College/University | Masters Business Admin Undergraduate Degree | |
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 Analyst-Equity | |
Stone Toro Asset Management LLC
 Stone Toro Asset Management LLC Investment ManagersFinance Stone Toro Asset Management LLC provides investment advices. It has managed investments for institutional investors and a select group of advisory clients. The company was founded by Richard Horace Jenkins and Jeffrey Lawrence Russo in 2009 and is headquartered in Princeton, NJ. | Investment Managers | Founder Founder | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin | |
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). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Hofstra University | College/University | Undergraduate Degree Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Graduate Degree | |
National Financial Services LLC (Trading Arm)
 National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity Market Strategist | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree | |
| Rochester Christian University | College/University | Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Masters Business Admin | |
CFA Society of the UK
 CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Shocklog Holdings Ltd.
 Shocklog Holdings Ltd. Financial ConglomeratesFinance Shocklog Holdings Ltd. is an investment holding British company founded in 2013. The private company is based in Southampton, UK. and has subsidiaries in United Kingdom. | Financial Conglomerates | Director/Board Member | |
Baillie Gifford & Co.
 Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Investment Managers | Corporate Officer/Principal | |
Vadium Technology Corp.
 Vadium Technology Corp. Packaged SoftwareTechnology Services Vadium Technology Corp. provides encryption solutions. The private company is based in Seattle, WA and has subsidiaries in United States. The CEO of the company is Rod G. Nicholls. | Packaged Software | Director/Board Member | |
| University of Cambridge | College/University | Doctorate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 5 |
| Israël | 2 |
Sectoraal
| Finance | 27 |
| Consumer Services | 21 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Electronic Technology | 2 |
Operationeel
| Corporate Officer/Principal | 157 |
| Analyst-Equity | 111 |
| Portfolio Manager-Equities | 92 |
| Undergraduate Degree | 82 |
| Director/Board Member | 82 |
Sterkste connecties
| Insiders | |
|---|---|
| Bob Doll | 81 |
| Kim Fennebresque | 27 |
| Gene Mannheimer | 19 |
| James Lawson | 17 |
| Tom R. Hudson | 16 |
| Martin Fräss-Ehrfeld | 14 |
| Scott Matthew Ogur | 14 |
| Diehl Bowen | 13 |
| Steven Firestone | 13 |
| Jonathan Greenleaf Eliot | 12 |
| Louise Chen | 11 |
| William Gruver | 11 |
| Alan H. Straus | 10 |
| Michael Kalinoski | 10 |
| William Landers | 10 |
- Beurs
- Insiders
- Dan Whalen
- Bedrijfsconnecties
