Joseph Wald
Directeur/Bestuurslid bij OptionsCity Software, Inc.
Oorsprong van het eerstegraads netwerk van Joseph Wald
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
SenaHill Investment Group LLC
 SenaHill Investment Group LLC Investment ManagersFinance SenaHill Investment Group LLC (SenaHill Investment) is a Venture Capital subsidiary of SenaHill Partners LP founded in 2013. The firm is headquartered in New York.
50
| Subsidiary | Investment Managers | 50 |
BMO Capital Markets Corp.
 BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only.
17
| Subsidiary | Investment Managers | 17 |
Giant Oak, Inc.
 Giant Oak, Inc. Packaged SoftwareTechnology Services Giant Oak, Inc. develops products that analyze large datasets to advance security goals on various issues that include financial threat and insurgency. It offers giant oak search technology, a negative media search tool that allows analysts and investigators to perform negative media searches to identify the right customers. The company was founded by Gary M. Shiffman and is headquartered in Arlington, VA.
8
| Holding Company | Packaged Software | 8 |
OptionsCity Software, Inc.
 OptionsCity Software, Inc. Packaged SoftwareTechnology Services OptionsCity Software, Inc. provides electronic trading and analytics software to the options and futures industry. Its products include Metro, City Store, Freeway, CityTrader, City API and City Execution. The firm's solutions include professional trading, market making, risk management, algorithmic trading, hosting services and exchange connectivity. The company was founded by Hazem Dawani, Rudy Fasouliotis, and Victor Glava in October 2006 and is headquartered in Chicago, IL.
8
| Subsidiary | Packaged Software | 8 |
Clearpool Group, Inc.
 Clearpool Group, Inc. Miscellaneous Commercial ServicesCommercial Services Clearpool Group, Inc. engages in the provision of electronic trading solutions. The company also offers independent agency broker-dealer execution services. It specializes in the algorithmic management system, venue analysis, and Clearpool execution services. The company was founded by Joseph Wald, Brian Schaeffer, and Ray Ross in 2014 and is headquartered in New York, NY.
6
| Subsidiary | Miscellaneous Commercial Services | 6 |
| Subsidiary | Investment Banks/Brokers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joseph Wald via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Knight Capital Group, Inc.
 Knight Capital Group, Inc. Investment Banks/BrokersFinance Knight Capital Group, Inc. is a global financial services firm, which provides access to the capital markets across multiple asset classes to a broad network of clients, including buy and sell side firms, dealers, brokers, institutions, and corporations. It operates business through four segments: Market Making, Institutional Sales and Trading, Electronic Execution Services and Corporate and Other. The Market Making segment consists of market making in global equities and listed domestic options. It includes client, and to a lesser extent, non-client electronic market making activities in which they operate as a market maker in equity securities. The Institutional Sales and Trading segment includes global equity, exchange traded funds and fixed income sales and trading; reverse mortgage origination and securitization; capital markets; and asset management activities. Its business consists of execution and facilitation equities and fixed income transactions as agent on behalf of institutional clients, and they commit capital on behalf of its clients when needed. The Electronic Execution Services segment offers access via its electronic agency-based platforms to markets and self-directed trading in equities, equity options, fixed income, foreign exchange and futures contracts. The Corporate and Other segment invests in strategic financial services-oriented opportunities, allocates, deploys and monitors all capital, and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded in 1995 and is headquartered in Jersey City, NJ. | Investment Banks/Brokers | Sales & Marketing Chairman Private Equity Investor Human Resources Officer Consultant / Advisor | |
GAIN Capital, Inc.
 GAIN Capital, Inc. Regional BanksFinance GAIN Capital, Inc. provides online foreign exchange trading services. It offers direct-access trading and asset management services to the global Foreign Exchange markets. Its management services include customer on-boarding, account funding, transfers, allocations, daily P&L, credits, and commission allocation. The company was founded by Mark Galant in 1999 and is headquartered in Bedminster, NJ. | Regional Banks | Director of Finance/CFO Director/Board Member Founder Director of Finance/CFO | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
| Stony Brook University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Advanced Financial Applications, Inc.
 Advanced Financial Applications, Inc. Packaged SoftwareTechnology Services Advanced Financial Applications, Inc. provides integrated order processing solutions to buy and sell-side institutions. It helps hedge funds, asset management firms, broker dealers, and family offices grow their businesses by creating and delivering trading solutions to streamline the trade workflow. The company was founded in 1999 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Sales & Marketing President | |
ConvergEx, Inc.
 ConvergEx, Inc. Information Technology ServicesTechnology Services ConvergEx, Inc. provides mission-critical proprietary software products. It provides products and services through two business segments: Investment Technologies and Investment Services. The Investment Technologies segment develops, markets and sells the company's proprietary software products, including workflow automation solutions, and technology-enabled services. The Investment Services segment utilizes many of the same proprietary software products and technology-enabled services. The company was founded on March 17, 2011 and is headquartered in New York, NY. | Information Technology Services | Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
| Illinois Institute of Technology | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| United States Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
WealthForge Holdings, Inc.
 WealthForge Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services WealthForge Holdings, Inc. provides a platform that connects entrepreneurs and investors online. The firm specializes on equity crowdfunding, private investing, real estate investing, and private placements. The company was founded by Mathew F. Dellorso and Frederick E. Bryant and is headquartered in Richmond, VA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Sales & Marketing | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse Group AG /US/
 Credit Suisse Group AG /US/ Financial ConglomeratesFinance Credit Suisse Group AG /US/ engages in the provision of financial solutions. It offers services for private banking, investment banking, and asset management. The company is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member Director/Board Member | |
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 | Private Equity Investor Director/Board Member | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree | |
| BNY Securities Group | Director/Board Member Director of Finance/CFO | ||
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Apex Clearing Corp.
 Apex Clearing Corp. Regional BanksFinance Apex Clearing Corp. offers clearing and execution solutions to the financial services industry. It provides compliance, margin and financial solutions, portfolio financing and risk management. The company was founded by Peter Lawler in 2012 and is headquartered in Dallas, TX. | Regional Banks | Consultant / Advisor Director of Finance/CFO | |
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. | College/University | Masters Business Admin Masters Business Admin | |
| Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| WELLS FARGO & COMPANY | Major Banks | Private Equity Investor Corporate Officer/Principal | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Private Equity Investor | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Chief Operating Officer Consultant / Advisor | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
New York Stock Exchange
 New York Stock Exchange Investment Banks/BrokersFinance Part of Intercontinental Exchange, Inc., New York Stock Exchange is a stock exchange. The company is based in New York, NY. The CEO of the company is Susan M. DeGiulio. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
CTC LLC
 CTC LLC Investment Banks/BrokersFinance Founded in 1995, CTC LLC is a brokerage firm headquartered in Chicago, Illinois. The firm is also known as Chicago Trading Co. They are a proprietary market making firm and are recognized internationally as a leading provider of pricing and liquidity on all U.S. derivatives exchanges. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Market Strategist Chairman | |
Folio Dynamics, Inc.
 Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Packaged Software | Director/Board Member Director/Board Member | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal | |
| CSAM Americas Holding Corp. | Corporate Officer/Principal Corporate Officer/Principal | ||
Cowen Execution Services LLC
 Cowen Execution Services LLC Investment Banks/BrokersFinance Cowen Execution Services LLC provides brokerage services. The company was founded in 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Director of Finance/CFO | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Private Equity Investor Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Frankrijk | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 17 |
| Technology Services | 6 |
| Commercial Services | 4 |
| Government | 3 |
Operationeel
| Corporate Officer/Principal | 201 |
| Director/Board Member | 175 |
| Private Equity Investor | 96 |
| Undergraduate Degree | 70 |
| Chief Executive Officer | 70 |
Sterkste connecties
| Insiders | |
|---|---|
| Carol DiBattiste | 33 |
| Chris Sudgen | 31 |
| David Fisher | 27 |
| Robert Ruppert | 25 |
| Thomas Michael Joyce | 24 |
| John Bates | 23 |
| John D. Meserve | 22 |
| Andrew F. Brenner | 19 |
| Justin A. Brownhill | 16 |
| Alan J. Ginsberg | 15 |
| Howard Jeffrey Schwartz | 15 |
| Peter Frame Marquardt | 14 |
| Susan Wolford | 14 |
| Aron Miodownik | 14 |
| Stephen Jay Ehrlich | 13 |
- Beurs
- Insiders
- Joseph Wald
- Bedrijfsconnecties
