Jeff Shelton
Financieel Directeur/CFO bij Pivotal Research Group LLC
Oorsprong van het eerstegraads netwerk van Jeff Shelton
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
347
| Non-Profit Organization | Miscellaneous Commercial Services | 347 |
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.
298
| Subsidiary | Investment Banks/Brokers | 298 |
Donaldson, Lufkin & Jenrette Securities Corp.
213
| Extinct | Investment Banks/Brokers | 213 |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.
62
| College/University | Other Consumer Services | 62 |
Natixis Securities Americas LLC
 Natixis Securities Americas LLC Investment Banks/BrokersFinance Founded in 2002, Natixis Securities Americas LLC is an investment bank and SEC-registered broker/dealer headquartered New York City with offices in several leading U.S. cities and affiliate offices in London and Paris. The firm is a division of Natixis and a subsidiary of Natixis SA. Their client base is located throughout North America and Europe and ranges from the largest mutual fund and pension fund managers to specialist hedge funds. Natixis Securities Americas' sales and trading teams are located in New York, Boston, Los Angeles and Houston. Natixis Securities Americas' research efforts focus on identifying new insights about companies that are not fully reflected in their stock prices. The firm also seeks to provide clients with access to the managements of listed companies and to other industry experts. They arrange for such marketing opportunities, in the form of road shows, conferences, meetings and conference calls. Natixis Securities Americas' institutional trading desk offers clients trading capabilities in equities all over the world. The firm focuses on specific global markets to provide clients with the best possible execution worldwide. Natixis Securities Americas employs a transatlantic approach that examines the effects of technological, market and regulatory developments across both continents on the companies under coverage. In the U.S., they provide in-depth sector coverage on energy (oil services, exploration and production, alternative energy and coal), healthcare (large-cap pharmaceuticals, specialty pharmaceuticals, biotechnology, medical devices and healthcare services) and media (media conglomerates, content creators, interactive TV and new media, as well as technical analysis. In Europe, Natixis Securities Americas applies a country-wide approach to all of the key sectors of France, Germany, Austria and Central and Eastern Europe. Combined, the firm's product offering includes more than 600 stocks. Natixis Securities Americas global trading group specializes in the trading, execution and settlement of international equities. The firm provides 24-hour access to 55 global markets. They cater to broker/dealer and institutional clients, providing ADR and ordinary share executions on an agency or proprietary basis. The firm can accommodate most client trading requirements from basket trading to block orders. To complement their international trading reach, Natixis Securities Americas domestic bulletin board trading group currently markets over 2000 U.S.-based companies. The firm offers their clients innovative trading technology through a proprietary Direct Market Access (DMA) platform, Enabler Direct. This product allows immediate access to a variety of liquidity sources through one anonymous interface. Natixis Securities Americas' global brokerage services group offers services to a select group of professional clients. The firm seeks to partner with banks, broker/dealers, hedge funds and high net-worth clients that can utilize their blend of international capabilities and traditional brokerage services to support and enhance their success. Their global brokerage services group is prominent in international securities, equity trading and brokerage operations in over 55 countries around the world. They have experience in both the pre-trade and post-trade requirements in each of these countries.
35
| Subsidiary | Investment Banks/Brokers | 35 |
Indiana University
9
| College/University | Other Consumer Services | 9 |
Pivotal Research Group LLC
 Pivotal Research Group LLC Investment ManagersFinance Founded in 2010 by Jeffrey Wlodarczak, Pivotal Research Group LLC is an independent equity research firm located in New York City. The firm focuses on the media and communications sectors including the cable and satellite markets.
8
| Private Company | Investment Managers | 8 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Shelton via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Director/Board Member Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| McGill University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Institute of Management Accountants, Inc.
 Institute of Management Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree 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 Masters Business Admin Graduate Degree | |
| Drexel University | College/University | Graduate Degree Masters Business Admin | |
Ordre des Ingénieurs du Québec
 Ordre des Ingénieurs du Québec Miscellaneous Commercial ServicesCommercial Services Ordre des Ingénieurs du Québec operates as a self-regulatory body that governs Quebec's professional engineers. The firm specifically admits and supports its members, monitors and improves engineering practice and implements a disciplinary framework. It also conducts specific activities to promote prevention, raise the profile of the profession, improve and maintain competencies and ensure that engineers fulfill their ethical and professional obligations in their professional practice. The company was founded in February 14, 1920 and is headquartered in Montréal, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Society of Appraisers
 American Society of Appraisers Miscellaneous Commercial ServicesCommercial Services American Society of Appraisers provides education, accreditation and publication for appraisers. It offers international organization of professional appraisers representing all appraisal disciplines: appraisal review and management, business valuation, gems and jewelry, machinery and technical specialties, personal property and real property. The company was founded in 1952 and is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Masters Business Admin | |
| Waddell & Reed Services Co. | Director/Board Member Corporate Officer/Principal | ||
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Masters Business Admin Masters Business Admin | |
| CFA Society of Kansas City | Corporate Officer/Principal Corporate Officer/Principal | ||
Hong Kong Securities & Investment Institute
 Hong Kong Securities & Investment Institute Miscellaneous Commercial ServicesCommercial Services Hong Kong Securities & Investment Institute is a professional membership organization that offers trainings for the securities and investment industry. The non-profit company is based in Hong Kong, Hong Kong. The Chinese company was founded by Wai Kin Cheng. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Chief Executive Officer Chief Administrative Officer | |
The Institute of Internal Auditors
 The Institute of Internal Auditors Miscellaneous Commercial ServicesCommercial Services The Institute of Internal Auditors is an international professional association that serves over 235,000 members and has awarded more than 190,000 certified internal auditor (CIA) certifications worldwide. The non-profit company is based in Lake Mary, USA and has subsidiaries in more than 170 countries and territories. Established in 1941, the IIA is recognized throughout the world as the internal audit profession's leader in standards, certifications, education, research, and technical guidance. Anthony J. Pugliese has been the CEO of the American company since 2021. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
BMO Nesbitt Burns, Inc.
 BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Society of Colorado | Corporate Officer/Principal Corporate Officer/Principal | ||
CFA Society of Seattle
 CFA Society of Seattle Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
The Chartered Institute of Management Accountants
 The Chartered Institute of Management Accountants Other Consumer ServicesConsumer Services The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009. | Other Consumer Services | Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Vancouver | Corporate Officer/Principal Corporate Officer/Principal | ||
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Clarius Group LLC
 The Clarius Group LLC Investment ManagersFinance The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations. | Investment Managers | Chief Executive Officer Chief Investment Officer |
Statistieken
Internationaal
| Verenigde Staten | 37 |
| Canada | 12 |
| Hongkong | 3 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Consumer Services | 16 |
| Commercial Services | 15 |
| Miscellaneous | 9 |
| Finance | 8 |
Operationeel
| Corporate Officer/Principal | 431 |
| Director/Board Member | 428 |
| Undergraduate Degree | 89 |
| Chairman | 72 |
| Independent Dir/Board Member | 72 |
Sterkste connecties
| Insiders | |
|---|---|
| Hanif Yusoof | 51 |
| Dame Carnwath | 46 |
| Win Neuger | 40 |
| Wai Kwan Li | 39 |
| Tony James | 30 |
| Bo Tan | 29 |
| John Wright | 29 |
| Denyse Chicoyne | 28 |
| Paul Weinstein | 27 |
| Steve Vanry | 26 |
| Adam Andrew Weigold | 25 |
| Joseph Iskander Mina | 23 |
| Trevor David Janes | 22 |
| Robert Gillin | 21 |
| Henry John Herrmann | 20 |
- Beurs
- Insiders
- Jeff Shelton
- Bedrijfsconnecties
