Rob Pickels
Chief Investment Officer bij W.G. Shaheen & Associates Ltd.
Oorsprong van het eerstegraads netwerk van Rob Pickels
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Hamilton College (New York)
75
| College/University | Other Consumer Services | 75 |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles.
65
| Subsidiary | Investment Managers | 65 |
W.G. Shaheen & Associates Ltd.
 W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.
5
| Private Company | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rob Pickels via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| THE INTERPUBLIC GROUP OF COMPANIES, INC. | Advertising/Marketing Services | Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| MANNING & NAPIER, INC. | Investment Managers | Chief Investment Officer Director/Board Member | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
| EUROBANK ERGASIAS SERVICES AND HOLDINGS S.A. | Major Banks | Corporate Officer/Principal | |
| OPAP | Movies/Entertainment | 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 | Corporate Officer/Principal Private Equity Analyst Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Weber Group, Inc.
 Weber Group, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Interpublic Group of Cos., Inc., Weber Group, Inc. is a public relations firm. The company is based in Cambridge, MA. The company was founded by Vernon Lawrence Weber. Weber Group was acquired by McCann-Erickson Worldwide, Inc. on December 05, 1996 for $15.87 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| St. John Fisher College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Clarkson University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Johnson Graduate School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
| The Martin J. Whitman School of Management | College/University | Masters Business Admin Undergraduate Degree | |
| Pace University | College/University | Graduate Degree Graduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | 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 | Masters Business Admin Masters Business Admin | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
GQG Partners LLC
 GQG Partners LLC Investment ManagersFinance GQG Partners LLC (GQG) is a SEC-registered asset management firm headquartered in Fort Lauderdale, Florida. They are a wholly-owned subsidiary of GQG Partners, Inc. (GQG: AX). The firm was founded by Rajiv Jain in 2016. GQG provides global, international, emerging markets, and US equity investment portfolios, primarily for institutional clients, pension plans, and pooled investment funds. | Investment Managers | Analyst-Equity | |
Tomo Networks, Inc.
 Tomo Networks, Inc. Internet Software/ServicesTechnology Services Tomo Networks, Inc. develops real estate software solutions to improve homebuying experience. Its product is a tech-fueled digital mortgage and transaction platform targeted at both real estate agents and consumers. The company was founded by Greg Schwartz and Carey Schwaber Armstrong and is headquartered in Stamford, CT. | Internet Software/Services | Chief Executive Officer | |
Saba Capital Management LP
 Saba Capital Management LP Investment ManagersFinance Saba Capital Management LP (Saba) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2009 by Boaz Weinstein and Jeremy Benkiewicz. They are a spin-out of one of the substantial proprietary groups in the industry, Saba Principal Strategies, founded by Boaz Weinstein at Deutsche Bank in 1998. Saba manages four core strategies: Credit Relative Value, Tail Hedge, SPACs and Closed-End Funds. Their investors are predominately institutions and include corporate pensions, public pensions, foundations, fund of funds, endowments, and family offices. | Investment Managers | Analyst-Equity | |
Credit Suisse Securities (USA) LLC
 Credit Suisse Securities (USA) LLC Regional BanksFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Seeking Alpha Ltd.
 Seeking Alpha Ltd. Investment Banks/BrokersFinance Seeking Alpha Ltd. provides stock market opinion and analysis information. The company offers daily summary of market and stock related stories, conference call transcripts, new IPO filings and housing market roundup. It also provides articles from contributors for stock research. The company was founded by David A. Jackson in 2004 and is headquartered in Raanana, Israel. | Investment Banks/Brokers | Director/Board Member | |
| CARGURUS, INC. | Internet Software/Services | Director/Board Member | |
| Babson College | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Griekenland | 3 |
| Verenigd Koninkrijk | 2 |
| Israël | 2 |
Sectoraal
| Consumer Services | 24 |
| Finance | 20 |
| Commercial Services | 4 |
| Technology Services | 3 |
Operationeel
| Corporate Officer/Principal | 130 |
| Director/Board Member | 123 |
| Undergraduate Degree | 96 |
| Analyst-Equity | 58 |
| Portfolio Manager-Equities | 47 |
Sterkste connecties
| Insiders | |
|---|---|
| Philip Sanderson | 23 |
| Harry Taylor | 23 |
| Susan Skerritt | 22 |
| Sean E. Epps | 21 |
| Thomas Tull | 19 |
| Skip Besthoff | 19 |
| Geoff S. Oblak | 19 |
| John Werner | 14 |
| Greg Schwartz | 14 |
| Daniel Lascell | 12 |
| Richard T. Dell'Aquila | 12 |
| Thomas W. Scozzafava | 11 |
| Stephen Sylvester | 10 |
| Mac Sykes | 9 |
| Lucas Watson | 9 |
- Beurs
- Insiders
- Rob Pickels
- Bedrijfsconnecties
