Perry Arthur Neuman
Portefeuillebeheerder-Aandelen bij HighTower Advisors LLC
Oorsprong van het eerstegraads netwerk van Perry Arthur Neuman
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
93
| Subsidiary | Investment Managers | 93 |
University of Kentucky
79
| College/University | Other Consumer Services | 79 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Perry Arthur Neuman 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 | |
| Rochester Christian University | College/University | Undergraduate Degree | |
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 | |
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 | |
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 | |
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 | Graduate Degree Doctorate Degree Undergraduate 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 | |
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 | |
| University of Illinois | College/University | Corporate Officer/Principal Undergraduate Degree Graduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| LeMoyne-Owen College | College/University | Undergraduate Degree 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 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 | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin 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 | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree | |
| Tufts University | 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 | |
Connetic Ventures LLC
 Connetic Ventures LLC Investment ManagersFinance Connetic Ventures LLC (Connetic Ventures) is a venture capital firm founded in 2014 by Kyle Schlotman and Brad Zapp . The firm is headquartered in Covington, Kentucky. | Investment Managers | Founder Director/Board Member | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
MiddleGround Management LP
 MiddleGround Management LP Investment ManagersFinance MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
| University of Maryland | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Davis | College/University | Corporate Officer/Principal Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal | ||
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Signature Bancshares, Inc. (Georgia)
 Signature Bancshares, Inc. (Georgia) Regional BanksFinance Signature Bancshares, Inc. (Georgia) operates as a bank holding company which engages in commercial and business banking. The company was founded in January 2005 and is headquartered in Georgia, CA. | Regional Banks | Director/Board Member | |
Graystone Consulting LLC
 Graystone Consulting LLC Investment ManagersFinance Graystone Consulting LLC provides investment consulting services to institutional clients such as corporations, educational institutions, faith-based institutions, endowments and foundations, healthcare organizations, insurance entities, and taft-hartley funds. Graystone Consulting is based in Scotts Valley, CA. The private company is a business of Morgan Stanley Smith Barney LLC and delivers tailored investment advice through experienced investment professionals and a dedicated team. | Investment Managers | Corporate Officer/Principal | |
| Investment Management Consultants Association | Corporate Officer/Principal | ||
| University of Windsor | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Israël | 2 |
| Canada | 2 |
Sectoraal
| Finance | 26 |
| Consumer Services | 23 |
Operationeel
| Corporate Officer/Principal | 143 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 61 |
| Director/Board Member | 50 |
| Analyst-Equity | 22 |
Sterkste connecties
| Insiders | |
|---|---|
| Andy Morse | 16 |
| Khalifa Al-Shamsi | 15 |
| Xuxin Shao | 14 |
| Robert May | 13 |
| Phyllis Mary Wise | 12 |
| Elliot Weissbluth | 10 |
| Brad Zapp | 9 |
| Steven Reed | 8 |
| Trey Grayson | 8 |
| Yazid Tohme | 7 |
| Roger Capen Shaffer | 7 |
| Ken Hoffman | 7 |
| Richard Saperstein | 7 |
| Steven Blair Feit | 7 |
| Tom Smith | 7 |
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