Oorsprong van het eerstegraads netwerk van James Richard Lynch
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
242
| Subsidiary | Investment Managers | 242 |
Oliver Luxxe Assets LLC
 Oliver Luxxe Assets LLC Investment ManagersFinance Oliver Luxxe Assets LLC (OLA) is an independent, SEC-registered investment advisor headquartered in Gladstone, New Jersey. The firm was founded by Brad Jacobson and James Lynch in 2014. OLA provides financial planning, investment consulting and investment portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, other investment advisers and family offices.
5
| Private Company | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met James Richard Lynch via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Manhattanville College | College/University | Undergraduate Degree Undergraduate Degree | |
UBS Americas, Inc.
 UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
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 | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Equity | |
| 808 RENE | Electric Utilities | Chief Operating Officer | |
Segment Wealth Management LLC
 Segment Wealth Management LLC Investment ManagersFinance Segment Wealth Management LLC (Segment) is a registered investment advisor headquartered in Houston, Texas. The firm was founded by Gil Baumgarten in 2006 and is principally owned by GAB Interests, Inc. Segment provides investment advisory services to individuals, business entities, pension and profit sharing plans, trusts, estates and charitable organizations. | Investment Managers | Chief Executive Officer | |
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 Analyst-Equity 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 Undergraduate Degree Graduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 Corporate Officer/Principal | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree | |
| Ithaca College | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| Virginia Commonwealth University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stephen F. Austin State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Sales & Marketing Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup North America, Inc.
 Citigroup North America, Inc. Regional BanksFinance Citigroup North America, Inc. provides banking services. It also provides personal credit services. The company was founded in 2011 and is headquartered in Hartford, CT. | Regional Banks | Corporate Officer/Principal | |
Nu Pagamentos SA
 Nu Pagamentos SA Finance/Rental/LeasingFinance Nu Pagamentos SA provides payment solutions. It offers online account and credit card services. The company was founded by David Velez Osorno, Cristina Helena Zingaretti Junqueira, and Edward Wible on May 15, 2013 and is headquartered in Sao Paulo, Brazil. | Finance/Rental/Leasing | Director/Board Member | |
JumpCloud, Inc.
 JumpCloud, Inc. Packaged SoftwareTechnology Services JumpCloud, Inc. manages and connects user identities to their systems, applications, data, and networks securely. It provides access to cloud and on-prem resources such as Office 365, G Suite, AWS cloud servers, Salesforce, and Jira among thousands of others. The firm also offers replace active directory, manage cloud users, device management, password complexity, connecting Saas Apps and replaceLDAP solutions. The company was founded by Rajat Bhargava, Christopher Marie, David Campbell and K. C. Berg in 2012 and is headquartered in Boulder, CO. | Packaged Software | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Brazilië | 2 |
Sectoraal
| Consumer Services | 25 |
| Finance | 23 |
| Utilities | 2 |
| Process Industries | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 190 |
| Undergraduate Degree | 91 |
| Director/Board Member | 73 |
| Analyst-Equity | 54 |
| Portfolio Manager-Equities | 50 |
Sterkste connecties
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Michael Connolly | 15 |
| Rosemary Berkery | 15 |
| Christopher John Sylvester | 13 |
| Kristian Humer | 11 |
| Wes Karger | 11 |
| Raymond H. Welsh | 11 |
| Frank Barbara | 10 |
| Rob Samuels | 9 |
| David Michael King | 8 |
| Mark Duane Steffe | 8 |
| Marten Sybren Hoekstra | 8 |
| Jeffrey Geygan | 8 |
| Raymond Joseph | 8 |
| Everett Weinberger | 7 |
- Beurs
- Insiders
- James Richard Lynch
- Bedrijfsconnecties
