Jason H. Kolbert
Directeur van Onderzoek - Eigen Vermogen bij Dawson James Securities, Inc.
Oorsprong van het eerstegraads netwerk van Jason H. Kolbert
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The State University of New York
204
| College/University | Other Consumer Services | 204 |
Maxim Group LLC
 Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca.
54
| Subsidiary | Investment Banks/Brokers | 54 |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.
48
| Subsidiary | Investment Banks/Brokers | 48 |
ThinkEquity LLC
 ThinkEquity LLC Investment Banks/BrokersFinance ThinkEquity LLC, formerly ThinkPanmure LLC, is a broker/dealer located in San Francisco with additional offices in New York City, Minneapolis and Chicago. The firm was formed as a result of the merger between Panmure Gordon & Co. and ThinkEquity Partners LLC. They are a member of FINRA and the SIPC. ThinkEquity focuses exclusively on the growth sectors of the economy. The firm offers targeted research, investment banking, institutional sales and trading, wealth management and asset management services for private clients, institutional investors, corporate and private clients, venture capitalists, entrepreneurs and financial sponsors. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals. ThinkEquity focuses on the following sectors: software, communications, Internet/media, semiconductors, green technology and healthcare. The firm provides advisory services including raising capital for public and private companies, institutional brokerage and trading, asset management, wealth management and mergers & acquisitions.
10
| Extinct | Investment Banks/Brokers | 10 |
Dawson James Securities, Inc.
 Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies.
9
| Subsidiary | Investment Banks/Brokers | 9 |
University of New Haven
4
| College/University | Other Consumer Services | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jason H. Kolbert via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Royce & Associates LP
 Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
| SEARS CANADA INC. | Department Stores | Sales & Marketing | |
The Benchmark Co. LLC
 The Benchmark Co. LLC Investment Banks/BrokersFinance Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Equity 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 Graduate 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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 | Corporate Officer/Principal | |
American Chemical Society
 American Chemical Society Miscellaneous Commercial ServicesCommercial Services American Chemical Society engages as a scientific society which supports scientific inquiry in the field of chemistry. The company was founded in 1876 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Rogers Media, Inc.
 Rogers Media, Inc. BroadcastingConsumer Services Rogers Media, Inc. operates ratio and television stations and provides publishing services. The firm offers consumer magazines, trade, and professional publications. It offers radio and television broadcasting, sports entertainment, publishing, and digital media properties. The company was founded in 1999 and is headquartered in Toronto, Canada. | Broadcasting | Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree Undergraduate Degree | |
| Florida Institute of Technology, Inc. | College/University | Masters Business Admin | |
| County of Suffolk (New York) | Province/State | Corporate Officer/Principal | |
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| State University of New York at Buffalo | College/University | Doctorate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
| The United States Tax Court | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
American Society of Nephrology
 American Society of Nephrology Medical/Nursing ServicesHealth Services American Society of Nephrology operates as a professional society devoted to the study of kidney disease. The company is headquartered in Washington, DC. | Medical/Nursing Services | Corporate Officer/Principal | |
| St. John's University | College/University | Graduate Degree | |
EnviroTrac Ltd.
 EnviroTrac Ltd. Miscellaneous Commercial ServicesCommercial Services EnviroTrac Ltd. provides environmental consulting and contracting services. It develops and implements solutions to soil and ground-water contamination associated with petroleum, industrial and commercial facilities. The firm’s services include consulting, engineering, and construction. The company was founded by Joseph Patrick Byrnes in 1993 and is headquartered in Yaphank, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Research Foundation of The State University of New York
 The Research Foundation of The State University of New York Investment ManagersFinance Research Foundation of the State University of New York Raises funds, promotes research, and administers gifts and grants that support the educational activities. It focuses on research and other sponsored programs funded by federal and state governments, private sector companies and nonprofit foundations. The company was founded by John B. Fitzgibbons in 1951 and is headquartered in Albany, NY. | Investment Managers | Director/Board Member | |
Patient Advocate Foundation, Inc.
 Patient Advocate Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Patient Advocate Foundation (PAF) is a national non-profit organization which provides professional case management services to Americans with chronic, life threatening and debilitating illnesses. PAF case managers serve as active liaisons between the patient and their insurer, employer and/or creditors to resolve insurance, job retention and/or debt crisis matters as they relate to their diagnosis also assisted by doctors and healthcare attorneys. Patient Advocate Foundation seeks to safeguard patients through mediation assuring access to care, maintenance of employment and preservation of their financial stability. The organization was founded in 1996 and is located in Hampton , VA. | Miscellaneous Commercial Services | Chief Operating Officer | |
Tangiers Capital LLC
 Tangiers Capital LLC Investment ManagersFinance Tangiers Capital LLC is a wealth management firm and registered investment advisor located in San Diego, California. | Investment Managers | Founder | |
The Shopping Channel
 The Shopping Channel Specialty StoresRetail Trade Part of Rogers Communications, Inc., The Shopping Channel operates as a 24-hour broadcast retailer through the Internet and television channels. The company is based in Mississauga, Canada. | Specialty Stores | President | |
| The North Carolina State Bar | Corporate Officer/Principal | ||
Bloomberg, Inc.
 Bloomberg, Inc. Internet Software/ServicesTechnology Services Bloomberg, Inc. provides market data research and publishing services. It offers online publishing and marketing services. The firm provides data, news, analytics and solutions for professional, corporate and government. The company is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
| Leadership Greater Syracuse, Inc. | Corporate Officer/Principal | ||
American Industrial Hygiene Association
 American Industrial Hygiene Association Miscellaneous Commercial ServicesCommercial Services American Industrial Hygiene Association (AIHA) is an organization dedicated to promoting and maintaining occupational and environmental health and safety in the workplace and community. AIHA is based in Fairfax, VA. The association is comprised of scientists and professionals who are committed to preserving the well-being of workers and the environment. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Canada | 4 |
Sectoraal
| Finance | 20 |
| Consumer Services | 12 |
| Commercial Services | 8 |
| Retail Trade | 3 |
| Government | 3 |
Operationeel
| Corporate Officer/Principal | 192 |
| Undergraduate Degree | 100 |
| Director/Board Member | 73 |
| Analyst-Equity | 66 |
| Masters Business Admin | 34 |
Sterkste connecties
| Insiders | |
|---|---|
| Chun Ching Cheng | 33 |
| Cengiz Erol | 26 |
| Sherry Grisewood | 19 |
| Craig Bell | 17 |
| James McIlree | 14 |
| John J. D'Angelo | 13 |
| Michael Rindos | 12 |
| Paul E. Pompeo | 12 |
| Jeffrey Adam Dachis | 11 |
| Michael Watzky | 11 |
| Jeffrey L. Hale | 11 |
| Ronald G. Mamrosh | 10 |
| Robert Wasserman | 10 |
| Robert John Murphy | 10 |
| Edward J. Weisberger | 9 |
- Beurs
- Insiders
- Jason H. Kolbert
- Bedrijfsconnecties
