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Oorsprong van het eerstegraads netwerk van Jared Craig Photis
Entiteit | Type entiteit | Industrie | |
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InspereX LLC
![]() InspereX LLC Investment Banks/BrokersFinance InspereX LLC is a broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by Thomas S. Rickets and Joe Rickard in 1999 as Incapital LLC. They are a subsidiary of InpereX Holdings LLC. InspereX provides market participants cloud-tech tools and market-linked product education to better execute their trading strategies and manage their portfolios.
16
| Subsidiary | Investment Banks/Brokers | 16 |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.
2
| Subsidiary | Investment Banks/Brokers | 2 |
Chapdelaine & Co.
![]() Chapdelaine & Co. Investment Banks/BrokersFinance Chapdelaine & Co, also known as “Chappy,” is a municipal bond broker's broker, and member of SIPC. Chapdelaine & Co. has more than forty five years of experience in the municipal bond market. Their firm provides dealer to dealer service and sales over the entire spectrum of the municipal market. Their brokers are registered with the FINRA and have account responsibilities arranged according to regions of the country or by maturity. The Chapdelaine & Co. trading room organization provides the synergy required, achieving a level of professional service and market execution unparalleled in the municipal market place today. The Chapdelaine home page provides a unique opportunity to client's firm by affording client accesses to current market offerings, bids, and bid wanteds and continually reflects reported changes. Their site features are user friendly and provide customer with quick access to information enabling customer to fill specific inquires for their firm and their firm's customers in the most timely and efficient manner. Each customer serviced by Chapdelaine & Co must be licensed and registered with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or the Municipal Securities Rulemaking Board (MSRB). Each customer of Chapdelaine and Co. is required to meet SEC net capital requirements and provide Chapdelaine & Co. with a copy of their most recent FOCUS 1 report demonstrating compliance with net capital requirements. In addition each customer will provide Chapdelaine & Co. with their clearance information, current clearing account numbers, and appropriate points of contact (POCs) for back office issues. Upon receipt of the above required information Chapdelaine & Co. will provide the same to the customer and will assign a broker as customer's point of contact (POC), enabling customer to execute trades with their brokers. The Chapdelaine & Co. trading room is organized to provide the best coverage throughout the yield curve. To accomplish this their trading activity is organized as follows: First, a Short Desk, specializing in securities maturing within the first seven years of the yield curve. Secondly, they have their National Desk that concentrates on securities maturing within 8yrs to 17yrs from issuance. Thirdly, their Dollar Bond Desk has responsibility to trade securities maturing within 18yrs and 40 years from issuance. Additional organizational features at Chapdelaine & Co. include their regional trading desks, which have primary responsibility to cover the dealers and dealer banks in the Southeast, California, Southwest, Ohio, Chicago and Midwest states. Lastly, their New York trading desk along with their Taxable and Zero coupon trading desks complete their organization matrix which has a proven history of producing optimum results in all aspects of customer service.
1
| Subsidiary | Investment Banks/Brokers | 1 |
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Bedrijven verbonden met Jared Craig Photis via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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John Hancock Life Insurance Co. (USA)
![]() John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Life/Health Insurance | Chairman | |
Thomas H. Lee Partners LP
![]() Thomas H. Lee Partners LP Investment ManagersFinance Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
PAYCHEX, INC. | Data Processing Services | Corporate Officer/Principal | |
John Hancock Financial Services, Inc.
![]() John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | President | |
NETFLIX, INC. | Internet Software/Services | Corporate Officer/Principal | |
Cantor Fitzgerald & Co.
![]() Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Investment Company Institute
![]() Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member | |
MAPLE LEAF FOODS INC. | Food Distributors | Director/Board Member | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
National Financial Services LLC
![]() National Financial Services LLC Investment Banks/BrokersFinance National Financial Services LLC provides brokerage solutions. The firm engages in brokerage, clearance, custody and financing activities. Its customers include institutional and individual investors, other brokers, and dealers and domestic corporations. The company is headquartered in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fidelity Distributors Corp.
![]() Fidelity Distributors Corp. Investment Banks/BrokersFinance Part of FMR LLC, Fidelity Distributors Corp. is a company that helps oversee employees' investment and trading activities with over 17 years of experience as a designated broker. The company is based in Boston, MA. The company believes in sustainable investing that integrates environmental, social, and governance factors into investment research and decision making. | Investment Banks/Brokers | Corporate Officer/Principal | |
FHN Financial Securities Corp.
![]() FHN Financial Securities Corp. Investment Banks/BrokersFinance FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Vining Sparks IBG LLC
![]() Vining Sparks IBG LLC Investment Banks/BrokersFinance Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
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 | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Undergraduate Degree | |
Indian Institute of Management Ahmedabad | College/University | Masters Business Admin | |
Shri Guru Gobind Singhji Institute of Engineering & Tech | College/University | Undergraduate Degree | |
Baruch College | College/University | Graduate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin | |
WestCap Management LLC
![]() WestCap Management LLC Investment ManagersFinance Westcap Management LLC (WestCap Group) is a private equity firm founded in 1997 by Laurence A. Tosi. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
The Boston Consulting Group | Corporate Officer/Principal | ||
Manhattan College | College/University | Undergraduate Degree | |
Mattamy Asset Management, Inc. | Director/Board Member | ||
Capri Ventures LLC
![]() Capri Ventures LLC Investment ManagersFinance Capri Ventures LLC (Capri Ventures) is a venture capital firm founded in 2013 by Alex Pinchev. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Venture Science GP LLC
![]() Venture Science GP LLC Investment ManagersFinance Part of Palo Alto Venture Science LLC, Venture Science GP LLC is a venture capital firm. The company is based in San Francisco, CA. The company was founded by Beaumont Vance. | Investment Managers | Founder | |
Wake Forest University | College/University | Undergraduate Degree | |
Securities Industry & Financial Markets Association, Inc.
![]() Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
University of Georgia | College/University | Masters Business Admin | |
StoneX Financial, Inc.
![]() StoneX Financial, Inc. Investment Banks/BrokersFinance StoneX Financial, Inc. (SFI) is a registered broker-dealer firm headquartered in Winter Park, Florida. The firm was founded in 1998 and formerly known as INTL FCStone Securities, Inc. and as INTL FCStone Financial, Inc. They are a subsidiary of StoneX Group, Inc. (NASDAQ: SNEX). SFI provides institutional clients with a complete suite of equity trading services to help them find liquidity with best execution and end-to-end clearing. The firm specializes in delivering speed, accuracy and execution quality to their customers in illiquid and complex markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
Carleton University | College/University | Undergraduate Degree | |
CivicAction Leadership Foundation
![]() CivicAction Leadership Foundation Miscellaneous Commercial ServicesCommercial Services CivicAction Leadership Foundation operates as a non profit organization. It builds strategic partnerships, launches campaigns, programs and organizations that improves the region's social, economic and environmental future. The company was founded by David K. Pecaut in 2002 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
TD AMERITRADE HOLDING CORPORATION | Investment Banks/Brokers | Chief Executive Officer | |
Georgetown University | College/University | Graduate Degree | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Portfolio Manager-Equities | |
New Jersey Institute of Technology | College/University | Graduate Degree | |
New York University | College/University | Undergraduate Degree | |
InspereX Technologies LLC
![]() InspereX Technologies LLC Investment Banks/BrokersFinance InspereX Technologies LLC is a leading securities underwriter and distributor that provides a diverse network of financial professionals access to a wide range of investment opportunities. The American company's cloud software is changing how fixed income markets and market-linked products are viewed, evaluated, perceived, and traded. The private company offers online investor education for InterNotes® Resources, Sovereigns, Supranationals and Agencies (SSA) Resources, & Brokered Certificates of Deposit Resources. The company's mission is to use innovation to put clients first, inspire trust, improve liquidity, and deliver best execution. InspereX's vision is to give participants better control over executing their strategies and achieving their goals. John D. DesPrez has been the CEO of the company since 2021. | Investment Banks/Brokers | Chief Executive Officer | |
John Hancock Life Insurance Co. (USA) (Investment Portfolio)
![]() John Hancock Life Insurance Co. (USA) (Investment Portfolio) Investment ManagersFinance John Hancock Life Insurance Co. (USA) (Investment Portfolio) is the investment portfolio division of John Hancock Life Insurance Co. (USA), an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of The Manufacturers Investment Corp., ultimately held by Manulife Financial Corp. (TSX, NYSE: MFC) in Canada. | Investment Managers | Chairman | |
Institute of Contemporary Art
![]() Institute of Contemporary Art Other Consumer ServicesConsumer Services The Institute of Contemporary Art (ICA) is an organization dedicated to promoting experimentation in contemporary art, advancing new scholarship, and fostering the exchange of art and ideas. The non-profit company is based in Miami, FL. Through exhibitions, programs, and its collection, ICA provides an international platform for the work of local, emerging, and under-recognized artists, and advances the public appreciation and understanding of innovative art. ICA was launched in 2014 and opened its new permanent home in Miami's Design District on December 1, 2017. | Other Consumer Services | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 42 |
Canada | 5 |
India | 3 |
Mexico | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 15 |
Technology Services | 4 |
Commercial Services | 4 |
Distribution Services | 2 |
Operationeel
Corporate Officer/Principal | 40 |
Director/Board Member | 15 |
Undergraduate Degree | 12 |
President | 10 |
Chief Executive Officer | 7 |
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