Oorsprong van het eerstegraads netwerk van Heather Balsky
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.
331
| Subsidiary | Investment Banks/Brokers | 331 |
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).
303
| Subsidiary | Investment Banks/Brokers | 303 |
The Trustees of Columbia University in The City of New York
192
| College/University | Other Consumer Services | 192 |
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.
76
| Subsidiary | Investment Banks/Brokers | 76 |
University of Pennsylvania
35
| College/University | Other Consumer Services | 35 |
Lehman Brothers Asset Management LLC
 Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH)
25
| Extinct | Investment Banks/Brokers | 25 |
Morgan Keegan Healthcare Investment Banking
 Morgan Keegan Healthcare Investment Banking Investment Banks/BrokersFinance Morgan Keegan Healthcare Investment Banking provides investment banking and financial advisory services. It also provides strategic advisory, merger and acquisition advisory, placements of debt and equity, taxable and tax-exempt debt underwriting, financial advisory, derivatives, reinvestments, and real estate transaction services. It serves hospitals, senior living, managed care, pharmaceuticals, medical distribution, outsourcing, healthcare information technology, real estate, higher education, and specialty not-for-profit organizations. The company was founded in 1993 and is headquartered in New York, NY.
6
| Subsidiary | Investment Banks/Brokers | 6 |
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| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income Director of Research - Fxd Inc Analyst-Equity Analyst-Equity Analyst-Equity Market Strategist | |
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 Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
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 Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Director of Research - Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| The University of Chicago | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Merrill Lynch SA CVTM
 Merrill Lynch SA CVTM Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch SA CVTM is a brokerage services provider. The company is based in São Paulo, Brazil. The Brazilian company was founded in 1998. Eduardo Alcalay has been the CEO of the company since 2017. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Undergraduate Degree 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 Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Director of Research - Equity Analyst-Equity | |
| Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
Scotia Capital (USA), Inc.
 Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
| Louisiana State University | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| James Madison University | College/University | Undergraduate Degree | |
| Saint John's University | College/University | Undergraduate Degree | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Portfolio Manager-Equities | |
Encompass Capital Advisors LLC
 Encompass Capital Advisors LLC Investment ManagersFinance Encompass Capital Advisors LLC (Encompass) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded by Todd Kantor in 2012. Encompass serves as an investment manager and provides investment advisory services on a discretionary basis to private pooled investment vehicles that are offered to investors satisfying the applicable eligibility and suitability requirements, either in private offerings within the US or in offshore transactions. | Investment Managers | Analyst-Equity | |
Coker & Palmer, Inc.
 Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Investment Banks/Brokers | Analyst-Equity | |
| Villanova University | College/University | Graduate Degree | |
IBERIA Capital Partners LLC
 IBERIA Capital Partners LLC Investment Banks/BrokersFinance Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers. | Investment Banks/Brokers | Corporate Officer/Principal | |
K. Hovnanian Homes, Inc.
 K. Hovnanian Homes, Inc. HomebuildingConsumer Durables K. Hovnanian Homes, Inc designs, develops and provides general contracting, remodeling & renovation services for residential buildings. The company started as a family-owned business and has expanded over the years to become a family of homebuilders with localized expertise in numerous markets throughout the United States. It was founded in 1959 and is located in Red Bank, NJ. | Homebuilding | Corporate Officer/Principal | |
| Rice University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| BlackRock Financial Management, Inc. (ETF Research) | Investment Managers | Corporate Officer/Principal | |
Fairholme Capital Management LLC
 Fairholme Capital Management LLC Investment ManagersFinance Fairholme Capital Management LLC (Fairholme) is a registered investment advisor headquartered in South Miami, Florida. The firm was founded in 1997 and is a wholly-owned subsidiary of Fairholme Holdings LLC, which is owned by Gables Investment Partnership LLLP. In addition to advising the Fairholme Funds, Fairholme Capital provides investment management services to various types of clients which includes high-net-worth individuals, pensions and profit-sharing plans, trusts, estates and charitable organizations, and corporations and other business entities via its Managed Account Program. | Investment Managers | Corporate Officer/Principal | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Brazilië | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 24 |
| Commercial Services | 2 |
| Consumer Durables | 2 |
Operationeel
| Analyst-Equity | 195 |
| Undergraduate Degree | 95 |
| Corporate Officer/Principal | 61 |
| Analyst-Fixed Income | 37 |
| Market Strategist | 30 |
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