Gregory Stanton Kaplan
Head-Fixed Income Invts bij Jefferies Investment Advisers LLC
Oorsprong van het eerstegraads netwerk van Gregory Stanton Kaplan
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Rutgers State University of New Jersey
245
| College/University | Other Consumer Services | 245 |
Virginia Polytechnic Institute & State University
108
| College/University | Other Consumer Services | 108 |
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.
87
| Subsidiary | Investment Managers | 87 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds.
38
| Extinct | Investment Managers | 38 |
NationsBank Corp.
29
| Extinct | Major Banks | 29 |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ.
6
| Subsidiary | Insurance Brokers/Services | 6 |
Jefferies Investment Advisers LLC
 Jefferies Investment Advisers LLC Investment ManagersFinance Founded in 2023, Jefferies Investment Advisers LLC is a full-service investment banking and capital markets firm. The company is based in New York, NY. Part of Jefferies Financial Group, Inc., the company prioritizes its employee-partners and provides them with a competitive and comprehensive benefits program that responds to their needs.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Gregory Stanton Kaplan via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
Hotchkis & Wiley Capital Management LLC
 Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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 | Head-Fixed Income Invts Analyst-Fixed Income Analyst-Fixed Income | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
New Jersey Manufacturers Insurance Co.
 New Jersey Manufacturers Insurance Co. Property/Casualty InsuranceFinance New Jersey Manufacturers Insurance Co. provides affordable auto, homeowners, renters, commercial auto, umbrella and workers' compensation insurance services. The company was founded in 1913 and is headquartered in West Trenton, NJ. | Property/Casualty Insurance | Chief Executive Officer | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin 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 | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Corporate Officer/Principal Graduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Kellstadt Graduate School of Business | College/University | Graduate Degree Masters Business Admin | |
| UCLA Anderson School of Management | College/University | 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 Corporate Officer/Principal | |
| Fairfield University | College/University | Undergraduate Degree Graduate Degree | |
| California State Polytechnic University (Pomona) | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Arizona | College/University | Masters Business Admin Undergraduate Degree | |
| University of Connecticut | College/University | Corporate Officer/Principal Undergraduate Degree | |
| University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin | |
| Taiwan Super Basketball Co. Ltd. | Director/Board Member | ||
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree | |
New Jersey Manufacturers Insurance Co. (Investment Portfolio)
 New Jersey Manufacturers Insurance Co. (Investment Portfolio) Investment ManagersFinance New Jersey Manufacturers Insurance Co. (Investment Portfolio) (NJM Insurance-IP) is the investment portfolio division of New Jersey Manufacturers Insurance Co., a property and casualty insurer headquartered in West Trenton, New Jersey. The firm was founded in 1913 and aims to provide value-based insurance solutions to its policyholders with the highest levels of service, integrity, and financial stewardship. NJM Insurance-IP manages the investment portfolio of insurance clients. | Investment Managers | Chief Executive Officer | |
Fidelity Brokerage Services LLC
 Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
Sedgwick LLP
 Sedgwick LLP Miscellaneous Commercial ServicesCommercial Services Sedgwick LLP is an international litigation and business law firm that provides counseling, risk management, litigation management, trial, appellate and transactional legal services to sophisticated corporate clients. Founded in 1933 as a three-person firm in San Francisco, Sedgwick now has more than 370 attorneys in offices around the world. Sedgwick's collective experience spans the globe and virtually every industry. | Miscellaneous Commercial Services | Chief Operating Officer | |
Choose New Jersey
 Choose New Jersey Miscellaneous Commercial ServicesCommercial Services Choose New Jersey is a privately funded 501(c)(3) nonprofit economic development organization that aims to stimulate job creation and attract capital investment to New Jersey. The non-profit company is based in Princeton, NJ. The organization markets both domestically and internationally to promote New Jersey as the best place to grow businesses. Choose New Jersey provides free, confidential assistance to guide companies in establishing operations in the state, with the support of a network of state agencies and private partners. The organization aspires to build a stronger and more prosperous New Jersey for all. Choose New Jersey was founded by Robert J. Hugin. | Miscellaneous Commercial Services | Chairman |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Taiwan | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 22 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 189 |
| Undergraduate Degree | 93 |
| Portfolio Manager-Equities | 85 |
| Portfolio Manager-Fixed Income | 59 |
| Director/Board Member | 58 |
Sterkste connecties
| Insiders | |
|---|---|
| Ross Haghighat | 26 |
| Thomas Cellucci | 23 |
| James Terlizzi | 21 |
| Steve Fredrick | 19 |
| Garrett Richard D'Alessandro | 13 |
| H. S. Wang | 12 |
| Barbara Bruser | 11 |
| Anindya Chatterjee | 10 |
| Bruce David Simon | 9 |
| Kevin Bailey | 9 |
| Ken J. Dean | 9 |
| Neal B. Rubin | 9 |
| William Douglas Black | 9 |
| Julius Mokrauer | 9 |
| Cecilia Chieh-Ping Chen | 8 |
- Beurs
- Insiders
- Gregory Stanton Kaplan
- Bedrijfsconnecties