Jeff Grinspoon
Portefeuillebeheerder-Aandelen bij HighTower Advisors LLC
Oorsprong van het eerstegraads netwerk van Jeff Grinspoon
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Maryland
261
| College/University | Other Consumer Services | 261 |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.
113
| Subsidiary | Investment Managers | 113 |
Robert H. Smith School of Business
5
| College/University | Other Consumer Services | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Grinspoon via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Banks/Brokers | 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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate 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 | Corporate Officer/Principal Doctorate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
Bonneville International Corp.
 Bonneville International Corp. BroadcastingConsumer Services Bonneville International Corp. owns and operates broadcasting radio and television stations. Its radio stations broadcast news, traffic and weather information, music and sports talk programming; and television station broadcasts news and entertainment programming and shows. The company was founded by Arch L. Madsen in 1964 and is headquartered in Salt Lake City, UT. | Broadcasting | Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| LeMoyne-Owen College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
HighTower Securities LLC
 HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Investment Banks/Brokers | Director of Research - Equity Chief Executive Officer | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| George Mason University | College/University | Masters Business Admin Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Hightower Holding LLC
 Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Investment Managers | Director/Board Member Chief Executive Officer | |
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 | |
| Maryland Association of Certified Public Accountants | Corporate Officer/Principal | ||
UnitedHealthcare, Inc.
 UnitedHealthcare, Inc. Miscellaneous Commercial ServicesCommercial Services Part of UnitedHealth Group, Inc., UnitedHealthcare, Inc. is a health care company based in Edina, MN. UnitedHealthcare is dedicated to simplifying the health care experience, meeting consumer health and wellness needs, and sustaining trusted relationships with care providers. The company offers a full spectrum of health benefit programs for individuals, employers, and Medicare and Medicaid beneficiaries, and contracts directly with more than 1.5 million physicians and care professionals, and 7,000 hospitals and other care facilities nationwide. Additionally, UnitedHealthcare provides health benefits and delivers care to people through owned and operated health care facilities. The company also offers dual special needs plans that combine the benefits of both Medicare and Medicaid into one simple health plan. UnitedHealthcare is working with state and local health departments and the CDC to provide updates about coronavirus (COVID-19) and information on how to access care, resources, and support. The company was founded by Patrick Johan Hendrik Krol and Brian Thompson has been the CEO of the company since 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Chase Brexton Health Services, Inc.
 Chase Brexton Health Services, Inc. Hospital/Nursing ManagementHealth Services Chase Brexton Health Services, Inc. provides healthcare services. Its services include adult primary care, behavioral health, dental, pharmacy, pediatrics, substance abuse counseling and trans care. The company was founded in 1978 and is headquartered in Baltimore, MD. | Hospital/Nursing Management | Director of Finance/CFO | |
| Golden Gate University | College/University | Masters Business Admin | |
Pan-American Life Insurance Group, Inc.
 Pan-American Life Insurance Group, Inc. Life/Health InsuranceFinance Pan-American Life Insurance Group, Inc. operates as a holding company with interests in life, group term and medical accident insurance services. It provides individual and group life, accident, and health insurance; employee benefits and financial services. The company was founded by Crawford H. Ellis, Edward Simmons, Marion Souchon and Eugene McGivney in 1911 and is headquartered in New Orleans, LA. | Life/Health Insurance | Founder | |
| University of New Hampshire | College/University | Graduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| China | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 21 |
| Commercial Services | 2 |
| Health Services | 2 |
Operationeel
| Corporate Officer/Principal | 167 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 66 |
| Director/Board Member | 52 |
| Graduate Degree | 23 |
Sterkste connecties
| Insiders | |
|---|---|
| Dave A. Fike | 17 |
| Shai Schiller | 17 |
| Andy Morse | 16 |
| Yagyensh Pati | 15 |
| Elliot Weissbluth | 10 |
| Michael S. Klassen | 10 |
| Qiang Yang | 9 |
| Timothy Johnson | 8 |
| Charles K. Nicholas | 7 |
| Andrew Gerber | 7 |
| ElRoy Amitzur | 7 |
| Jin Kang | 7 |
| Ken Hoffman | 7 |
| Steven Blair Feit | 7 |
| Anne Nisenson Mathias | 7 |
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