Lee Calfo
Algemeen Directeur bij Equalize Capital LLC
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Joe Gladue | M | 65 |
American Home Opportunity Mortgage Fund LP
MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.
Equalize Capital LLC
Equalize Capital LLC Investment ManagersFinance Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation.
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.
Cohen & Company Capital Markets LLC
Cohen & Company Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, Cohen & Co. Capital Markets LLC is a FINRA-registered broker/dealer headquartered in New York City. The firm is also does business as FGC Securities. They are a subsidiary of Institutional Financial Markets, Inc. (NYSE Amex: IFMI), formerly known as Cohen & Co., Inc. The firm specializes in credit-related fixed-income investments. They provide a range of services to institutional investors and corporations. Cohen & Co.'s primary operating segments are Capital Markets and Asset Management. The Capital Markets segment consists of credit-related fixed income sales and trading, as well as new issue placements in corporate and securitized products. The Asset Management segment manages assets through listed and private companies, funds, managed accounts and collateralized debt obligations (CDOs). Cohen & Co. manages fixed-income investments across a variety of asset classes including U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt and mortgage- and asset-backed securities. Clearing services are provided through Pershing LLC.
Alden Associates, Inc.
Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA. | 14 jaar |
Brian C. Shevland | M | - |
Bluestone Capital Management LLC
Bluestone Capital Management LLC Investment ManagersFinance Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals.
R5 Partners, Inc.
R5 Partners, Inc. Investment Trusts/Mutual FundsMiscellaneous R5 Partners, Inc. operates as a holding firm. The company is headquartered in Wayne, PA. | 14 jaar |
Kenneth R. Smith | M | 57 |
Bluestone Capital Management LLC
Bluestone Capital Management LLC Investment ManagersFinance Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals.
Alden Associates, Inc.
Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA.
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA.
Alden Capital Management LLC
Alden Capital Management LLC Investment ManagersFinance Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo. | 10 jaar |
George Stelljes | M | 63 |
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA. | 11 jaar |
Jorge Junquera Diez | M | 76 |
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA. | - |
J. Clay Singleton | M | 77 |
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA. | 11 jaar |
Cornelius J. Lavelle | M | 80 |
Equalize Community Development Fund
Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA. | 11 jaar |
Frank A. Shepard | M | 76 |
Alden Associates, Inc.
Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA. | 18 jaar |
Chris Ricciardi | M | 54 |
Cohen & Company Securities LLC
Cohen & Company Securities LLC Investment Banks/BrokersFinance Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006. | 18 jaar |
Richard Farr | M | - |
MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc. | 9 jaar |
Dave Sheridan | M | - |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | 17 jaar |
John E. Heppe | M | - |
MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc. | 12 jaar |
Robert Oliver Judge | M | - |
Equalize Capital LLC
Equalize Capital LLC Investment ManagersFinance Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation. | 5 jaar |
Jordan M. Blanchard | M | - |
Equalize Capital LLC
Equalize Capital LLC Investment ManagersFinance Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation. | 5 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Daniel Cohen | M | 54 |
Cohen & Company Securities LLC
Cohen & Company Securities LLC Investment Banks/BrokersFinance Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006.
Cohen & Company Capital Markets LLC
Cohen & Company Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, Cohen & Co. Capital Markets LLC is a FINRA-registered broker/dealer headquartered in New York City. The firm is also does business as FGC Securities. They are a subsidiary of Institutional Financial Markets, Inc. (NYSE Amex: IFMI), formerly known as Cohen & Co., Inc. The firm specializes in credit-related fixed-income investments. They provide a range of services to institutional investors and corporations. Cohen & Co.'s primary operating segments are Capital Markets and Asset Management. The Capital Markets segment consists of credit-related fixed income sales and trading, as well as new issue placements in corporate and securitized products. The Asset Management segment manages assets through listed and private companies, funds, managed accounts and collateralized debt obligations (CDOs). Cohen & Co. manages fixed-income investments across a variety of asset classes including U.S. trust preferred securities, European hybrid capital securities, Asian commercial real estate debt and mortgage- and asset-backed securities. Clearing services are provided through Pershing LLC. | 11 jaar |
Jason D. O'Donnell | M | - |
MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | 11 jaar |
Jeremy Diem | M | - |
The Pennsylvania State University
| 4 jaar |
Matt Grant | M | - |
The Pennsylvania State University
| 6 jaar |
Dawarit Tansuphasiri | M | - |
The Pennsylvania State University
| 4 jaar |
Sandy Balkin | M | - |
The Pennsylvania State University
| 5 jaar |
Eric Axelson | M | - |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | 3 jaar |
Tom Kleban | M | - |
The Pennsylvania State University
| 11 jaar |
James Patrick McDermott | M | - |
The Pennsylvania State University
| 5 jaar |
Bradley Lloyd Mook | M | - |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | 3 jaar |
Wilson L. Smith | M | - |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | 3 jaar |
Bell Matthew | M | - |
The Pennsylvania State University
| 5 jaar |
Andrew Butville | M | - |
The Pennsylvania State University
| 6 jaar |
Shanna Cotti-Osmanski | F | 47 |
The Pennsylvania State University
| 4 jaar |
Richard William Gale | M | - |
The Pennsylvania State University
| 4 jaar |
Jon Moffett | M | - |
The Pennsylvania State University
| 4 jaar |
Don Stoltz | M | - |
The Pennsylvania State University
| 4 jaar |
Jason Thomas Pepe | M | - |
The Pennsylvania State University
| 4 jaar |
Ian Harry Domowitz | M | 71 |
The Pennsylvania State University
| 3 jaar |
Jared S. Hawk | M | - |
The Pennsylvania State University
| 4 jaar |
Julio Rodríguez Contreras | M | 49 |
The Pennsylvania State University
| 3 jaar |
Tom Wilson | M | 46 |
The Pennsylvania State University
| 4 jaar |
Melissa Calandruccio | F | - |
The Pennsylvania State University
| 4 jaar |
Scott J. Davis | M | - |
The Pennsylvania State University
| 5 jaar |
Josef Hoelscher | M | - |
The Pennsylvania State University
| 4 jaar |
Dana E. Putnam | M | - |
The Pennsylvania State University
| 3 jaar |
Wassim Mohammad Assim Al-Khatib | M | 42 |
The Pennsylvania State University
| 4 jaar |
Jessica Jacot | F | - |
The Pennsylvania State University
| 4 jaar |
Nikhil Rajgopal | M | - |
The Pennsylvania State University
| 4 jaar |
Mohamad Kaswani | M | - |
The Pennsylvania State University
| 3 jaar |
Betsy Barth | F | - |
The Pennsylvania State University
| 4 jaar |
Brian Raudenbush | M | - |
The Pennsylvania State University
| 2 jaar |
Lisa Benson | F | - |
The Pennsylvania State University
| 4 jaar |
Steve Piekara | M | - |
The Pennsylvania State University
| 5 jaar |
John Patrick Colluns | M | - |
The Pennsylvania State University
| 4 jaar |
Lee Kimball | M | - |
The Pennsylvania State University
| 5 jaar |
Roland Fryer | M | - |
The Pennsylvania State University
| 3 jaar |
Nathan Houston | M | 48 |
The Pennsylvania State University
| 4 jaar |
Courtney Guyer | F | - |
The Pennsylvania State University
| 4 jaar |
Matthew Chervenak | M | - |
The Pennsylvania State University
| 4 jaar |
Yat Sing Choi | M | 42 |
The Pennsylvania State University
| 4 jaar |
Thomas Englese | M | 50 |
The Pennsylvania State University
| 2 jaar |
Brian Evanko | M | 48 |
The Pennsylvania State University
| 4 jaar |
Nigam Shah | M | - |
The Pennsylvania State University
| 5 jaar |
Jennifer Moses | F | 49 |
The Pennsylvania State University
| 4 jaar |
Ryan C. Barrett | M | - |
The Pennsylvania State University
| 4 jaar |
Bryce Fraser | M | - |
The Pennsylvania State University
| 4 jaar |
Allen A. Chapracki | M | - |
The Pennsylvania State University
| 4 jaar |
Bruce Booth | M | 49 |
The Pennsylvania State University
| 4 jaar |
Kevin Dyson | M | - |
The Pennsylvania State University
| 4 jaar |
Jeffrey W. Acre | M | - |
The Pennsylvania State University
| 4 jaar |
Robert Placet | M | - |
The Pennsylvania State University
| 4 jaar |
Gordon P. Stead | M | - |
The Pennsylvania State University
| 4 jaar |
Jonathan Joseph Palmer | M | - |
The Pennsylvania State University
| 4 jaar |
Rajeev Indra Jashnani | M | - |
The Pennsylvania State University
| 4 jaar |
Marc Selfon | M | - |
The Pennsylvania State University
| 4 jaar |
Karen Watters Gemmett | F | - |
The Pennsylvania State University
| 4 jaar |
Wendy L. Zona | F | - |
The Pennsylvania State University
| 4 jaar |
Jennifer Clark Boden | F | - |
The Pennsylvania State University
| 4 jaar |
Terry W. Melton | M | - |
The Pennsylvania State University
| 3 jaar |
Lee E. Friedman | M | - |
The Pennsylvania State University
| 4 jaar |
Todd Burnside | M | - |
The Pennsylvania State University
| 4 jaar |
Thomas Eugene Swaney | M | - |
The Pennsylvania State University
| 2 jaar |
Sean Simko | M | - |
The Pennsylvania State University
| 2 jaar |
Edward Dowling | M | 68 |
The Pennsylvania State University
| 3 jaar |
Patrick Trucchio | M | - |
The Pennsylvania State University
| 4 jaar |
Christian Marrone | M | - |
The Pennsylvania State University
| 4 jaar |
Nicki Spear | F | - |
The Pennsylvania State University
| 4 jaar |
James Lee | M | - |
The Pennsylvania State University
| 4 jaar |
Brad Burke | M | - |
The Pennsylvania State University
| 4 jaar |
Daniel van Plew | M | 51 |
The Pennsylvania State University
| 1 jaar |
Henry B. Swoope | M | - |
The Pennsylvania State University
| 4 jaar |
Stephen Waltrich | M | - |
The Pennsylvania State University
| 4 jaar |
Crystal Bove | F | - |
The Pennsylvania State University
| 4 jaar |
Greg Klebon | M | - |
The Pennsylvania State University
| 4 jaar |
Megan Charlton | F | - |
The Pennsylvania State University
| 4 jaar |
Shawn Michael Gallagher | M | - |
The Pennsylvania State University
| 4 jaar |
Igor Jablokov | M | - |
The Pennsylvania State University
| 6 jaar |
Devan Marshall | M | - |
The Pennsylvania State University
| 4 jaar |
Christopher Hyde | M | - |
The Pennsylvania State University
| 4 jaar |
David Hua | M | - |
The Pennsylvania State University
| 4 jaar |
Michael David Klick | M | - |
The Pennsylvania State University
| 4 jaar |
Mark Elias Bankert | M | - |
The Pennsylvania State University
| 2 jaar |
Jeremy Allen Gajkowski | M | - |
The Pennsylvania State University
| 4 jaar |
Kevin T. Nguyen | M | - |
The Pennsylvania State University
| 4 jaar |
David Lane | M | - |
The Pennsylvania State University
| 5 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 98 | 98.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties