Joshua Zoepfel
Analyst-Equity bij Noble Capital Markets, Inc.
Oorsprong van het eerstegraads netwerk van Joshua Zoepfel
Entiteit | Type entiteit | Industrie | |
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Noble Capital Markets, Inc.
Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.
12
| Subsidiary | Investment Banks/Brokers | 12 |
Lindenwood University
1
| College/University | Other Consumer Services | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joshua Zoepfel via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Washington University in St. Louis | College/University | Graduate Degree Masters Business Admin | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
C.L. King & Associates, Inc.
C.L. King & Associates, Inc. Investment Banks/BrokersFinance Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies. | Investment Banks/Brokers | Analyst-Equity | |
Aurora Capital LLC
Aurora Capital LLC Investment Banks/BrokersFinance Aurora Capital LLC engages in providing investment banking services. It offers private placement, bridge finance, merger & acquisition, joint venture and technology transfer services. The company was founded in 1994 by Jeff Eliot Margolis and John F. McGovern and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
R.F. Lafferty & Co., Inc.
R.F. Lafferty & Co., Inc. Investment Banks/BrokersFinance Founded in 1946, R.F. Lafferty & Co., Inc. is a brokerage firm and registered investment advisor located in New York City. The firm's research focuses on small- and mid-cap companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
McGinn Smith & Co., Inc.
McGinn Smith & Co., Inc. Financial ConglomeratesFinance McGinn Smith & Co., Inc. provides investment services. The private company is based in Albany, NY and has subsidiaries in the United States. | Financial Conglomerates | Corporate Officer/Principal | |
Aegis Capital Corp.
Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Analyst-Equity | |
Meyers Associates LP
Meyers Associates LP Investment Banks/BrokersFinance Founded in 1993, Meyers Associates LP is a full-service investment banking and securities brokerage firm located in New York City. The firm provides a full array of trading and execution services. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ladenburg Thalmann & Co., Inc. (Broker)
Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology. | Investment Banks/Brokers | Analyst-Equity | |
Midtown Partners & Co. LLC
Midtown Partners & Co. LLC Investment Banks/BrokersFinance Founded in 2000, Midtown Partners & Co. LLC is a broker/dealer located in Tampa, Florida with additional offices in Boca Raton, Florida and New York City. They firm is a subsidiary of Apogee Financial Investments, Inc. Midtown Partners & Co. offers a full array of investment services including assisting private and public companies with advisory and financial services such as venture, expansion and LBOs, mergers and acquisitions, valuation services and professional document preparation and review. They cover a variety of industries including healthcare, technology/media/telecommunications (TMT), alternative energy, natural resources, aerospace and defense, consumer/retail, special situations and emerging markets. The firm is a member of the NASD and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Integrity Tracking LLC
Integrity Tracking LLC Computer CommunicationsElectronic Technology Integrity Tracking LLC designs and develops remote monitoring technologies. It provides mobile-personal emergency response systems and personal health management technology. The firm develops and distributes products such as Cellular DUO, an integrated medical alert system with GSM/GPS technology, which provides an in-home cellular base station and a mobile device to protect customers away from home. The company was founded by Elias Janetis in 2006 and is headquartered in Boca Raton, FL. | Computer Communications | Director/Board Member | |
ZyVersa Therapeutics Operating, Inc.
ZyVersa Therapeutics Operating, Inc. Pharmaceuticals: MajorHealth Technology ZyVersa Therapeutics Operating, Inc. operates as a specialty pharmaceutical company, which develops and commercializes prescription pharmaceutical products. The firm focuses on developing products for the treatment of men?s health, as well as for other markets where current therapies are suboptimal and underdeveloped. It offers VAR 100, an oral formulation of native testosterone to treat male hypogonadism; and VAR 200 that minimizes and prevents kidney cell damage, and improves focal segmental glomerulosclerosis prognosis. The company was founded by Stephen C. Glover and Shawn M. Titcomb in 2014 and is headquartered in Weston, FL. | Pharmaceuticals: Major | Director/Board Member | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity | |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Corporate Officer/Principal | |
RHK Capital, Inc.
RHK Capital, Inc. Regional BanksFinance RHK Capital, Inc. provides banking services. | Regional Banks | Corporate Officer/Principal | |
University of Missouri | College/University | Masters Business Admin | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Analyst-Equity | |
Genesis Merchant Group Securities LLC
Genesis Merchant Group Securities LLC Investment Banks/BrokersFinance Part of JWGenesis Financial, Inc., Genesis Merchant Group Securities LLC provides security brokerage and dealer services. The company is based in Miami, FL. The company was founded by Barry S. Rosenstein. Genesis Merchant Group Securities was acquired by JWGenesis Financial, Inc. on June 12, 1998 for $15.95 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
Noble Capital Management, Inc.
Noble Capital Management, Inc. Investment ManagersFinance Noble Capital Management, Inc. (NCM) is an asset management firm headquartered in Boca Raton, Florida. They are a wholly-owned subsidiary of Noble Financial Group, Inc. and was founded in 1997 by Nicolaas Pronk. NCM offers discretionary portfolio management services and investment advisory services to individuals and high-net worth individuals. | Investment Managers | Founder | |
Carleton College | College/University | Undergraduate Degree | |
Noble Financial Group, Inc.
Noble Financial Group, Inc. Investment Banks/BrokersFinance Noble Financial Group, Inc. operates as a investment banking firm that offers financial advisory services. It provides mergers and acquisitions advisory, fairness opinions, and capital raising services. The firm also offers primary and secondary securities trading, securities placement, reporting, brand promotion, and networking services. The company was founded in 1984 and is headquartered in Boca Raton, FL. | Investment Banks/Brokers | Director/Board Member Chief Tech/Sci/R&D Officer | |
Columbia Business School | College/University | Masters Business Admin | |
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. | Investment Banks/Brokers | Analyst-Equity | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
Westminster College (Utah) | College/University | Undergraduate Degree | |
Pace University | College/University | Masters Business Admin | |
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 | |
University of California, Santa Cruz | College/University | Graduate Degree | |
Thomas Aquinas College | College/University | Undergraduate Degree | |
Sanders Morris Harris LLC (Investment Management)
Sanders Morris Harris LLC (Investment Management) Investment ManagersFinance Sanders Morris Harris LLC (Investment Management) (SMH-IM) is the investment management division of Sanders Morris Harris LLC, a registered broker/dealer firm headquartered in Houston, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tectonic Financial, Inc. (NASDAQ: TECTP). SMH-IM provides advisory services to individuals, pooled investments, plan sponsors, trusts, estates, corporations, institutions, and other businesses. | Investment Managers | Analyst-Equity | |
National Association of Broadcasters
National Association of Broadcasters Miscellaneous Commercial ServicesCommercial Services National Association of Broadcasters operates a broadcast association. It promotes and protects the interests of radio and television broadcasters. The company was founded in 1922 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The National Investment Banking Association | Director/Board Member | ||
Kreger Truck Renting Co., Inc. | Corporate Officer/Principal | ||
University of Vermont | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 46 |
Canada | 2 |
Nederland | 2 |
Sectoraal
Finance | 32 |
Consumer Services | 12 |
Electronic Technology | 2 |
Health Technology | 2 |
Commercial Services | 2 |
Operationeel
Analyst-Equity | 34 |
Corporate Officer/Principal | 24 |
Undergraduate Degree | 11 |
Director/Board Member | 6 |
Masters Business Admin | 6 |
Sterkste connecties
Insiders | |
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Robert LeBoyer | 14 |
C. K. Poe Fratt | 12 |
Nico Pronk | 10 |
Rich Kreger | 9 |
Mark Reichman | 9 |
Joe Gomes | 7 |
Greg Aurand | 6 |
Michael A. Kupinski | 6 |
Michael Carl Heim | 5 |
Andres Miranda Lopez | 4 |
Patrick McCann | 2 |
Jacob Mutchler | 2 |
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