Donald M. Ullmann
Directeur/Bestuurslid bij Fieldpoint Private Bank & Trust
Oorsprong van het eerstegraads netwerk van Donald M. Ullmann
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
224
| Extinct | Investment Banks/Brokers | 224 |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses
204
| College/University | Other Consumer Services | 204 |
Brown University
176
| College/University | Other Consumer Services | 176 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.
141
| Subsidiary | Investment Banks/Brokers | 141 |
Salomon Brothers
65
| Extinct | Investment Banks/Brokers | 65 |
Gleacher & Co. Securities, Inc.
 Gleacher & Co. Securities, Inc. Investment Banks/BrokersFinance Gleacher & Co. Securities, Inc. is an investment banking, capital markets and brokerage firm located in New York City. They are a subsidiary of Gleacher & Co., Inc. (NasdaqGM: GLCH). The firm was formerly known as Broadpoint Capital and was formed in 2010 as the result of the merger of merger of Broadpoint.Amtech Equity Capital Markets and Broadpoint.Gleacher Securities. Gleacher & Co. Securities provides corporate and public finance services and trading of corporate, government and municipal securities for institutional investors. The firm has three divisions: Municipal Capital Markets, Taxable Fixed-Income and Equity Capital Markets. The Municipal Capital Markets division underwrites and trades municipal securities in new issue and secondary markets. The Taxable Fixed-Income division is a broker/dealer that focuses on fixed-income securities with limited liquidity. The Equity Capital Markets division is a sector-focused investment banking group that provides research, trading, capital raising and advisory services to institutional and corporate clients. Gleacher & Co. Securities provides research on hundreds of equity, fixed-income and mortgage/asset backed securities. The firm offers research and execution services on thousands of securities across a full spectrum of industry sectors and asset classes.
42
| Extinct | Investment Banks/Brokers | 42 |
Fieldpoint Private Bank & Trust
 Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT.
13
| Subsidiary | Regional Banks | 13 |
Fieldpoint Private Holdings, Inc.
 Fieldpoint Private Holdings, Inc. Regional BanksFinance Fieldpoint Private Holdings, Inc. operates as a bank holding company whose subsidiaries provide banking services. The company is based in Greenwich, CT and has subsidiaries in the United States. The CEO of the company is Russell H. Holland.
12
| Holding Company | Regional Banks | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Donald M. Ullmann via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Sterling National Bank (Montebello, New York)
 Sterling National Bank (Montebello, New York) Major BanksFinance Sterling National Bank provides banking services. It offers financing, commercial, residential mortgage lending, equipment leasing, trust and investment management services. The company was founded in 1929 and is headquartered in New York, NY. | Major Banks | Director/Board Member | |
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 Trading-Fixed Income Institutional Sales | |
Credit Suisse (USA), Inc.
 Credit Suisse (USA), Inc. Investment Banks/BrokersFinance Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
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 Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin Graduate 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 Corporate Officer/Principal Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree 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-Fixed Income | |
| American University | College/University | Undergraduate Degree Graduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| GLEACHER & COMPANY INC | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Graduate Degree | |
Bannockburn Global Forex LLC
 Bannockburn Global Forex LLC Investment Banks/BrokersFinance Bannockburn Global Forex LLC provides currency payment and advisory services. It trades in currency pairs, offers a variety of foreign exchange products includes spot contracts, forwards, swaps, and non-deliverable forwards. The company was founded in 2009 and is headquartered in Cincinnati, OH. | Investment Banks/Brokers | Director/Board Member | |
| Lehigh University | College/University | Masters Business Admin | |
Atlantic Community Bankers Bank
 Atlantic Community Bankers Bank Financial ConglomeratesFinance Part of Atlantic Community Bancshares, Inc., Atlantic Community Bankers Bank is a state chartered commercial bank. The company is based in Camp Hill, PA. Craig C. Howie has been the CEO of the company since 2018. | Financial Conglomerates | Director/Board Member | |
Minsi Trails Council 502, Boy Scouts of America
 Minsi Trails Council 502, Boy Scouts of America Services to the Health IndustryHealth Services Minsi Trails Council 502, Boy Scouts of America provides child and youth services. The company was founded in 1969 and is headquartered in Allentown, PA. | Services to the Health Industry | President | |
| Hugh Moore Historical Parks & Museums | Chairman | ||
Coleman Research Group, Inc.
 Coleman Research Group, Inc. Investment ManagersFinance Coleman Research Group, Inc. (Coleman Research) is an investment research firm headquartered in New York City. It was founded by Kevin C. Coleman in 2003. The firm was acquired in 2021 by VisasQ, Inc. (TYO: 4490) in Japan. Coleman Research provides clients with research expertise across a broad array of industries. Their clients include institutional investors, consultancies and corporations. | Investment Managers | Corporate Officer/Principal | |
| Harvard Law School | College/University | Graduate Degree | |
Credit Suisse Securities (USA) LLC
 Credit Suisse Securities (USA) LLC Regional BanksFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Regional Banks | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 50 |
Sectoraal
| Finance | 29 |
| Consumer Services | 19 |
| Health Services | 2 |
Operationeel
| Corporate Officer/Principal | 178 |
| Director/Board Member | 107 |
| Undergraduate Degree | 86 |
| Analyst-Equity | 53 |
| Masters Business Admin | 32 |
Sterkste connecties
| Insiders | |
|---|---|
| James F. Deutsch | 30 |
| Mark A. Ricca | 19 |
| Rob Brown | 18 |
| Barbara Goodstein | 17 |
| Craig Foster Heimark | 13 |
| Peter Kevin Poli | 13 |
| James Louis Amine | 12 |
| Jeff Canin | 12 |
| Ramon Marimon | 11 |
| Neil Jonathan Wessan | 11 |
| Mark P. Conley | 10 |
| Stephen M. Souza | 10 |
| Graham Sullivan | 10 |
| Steve Milunovich | 10 |
| Janet Dillione | 10 |
- Beurs
- Insiders
- Donald M. Ullmann
- Bedrijfsconnecties
