Stephen Adler Frohsin
Compliance Officer bij Woodmont Investment Counsel LLC
Oorsprong van het eerstegraads netwerk van Stephen Adler Frohsin
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
110
| Subsidiary | Investment Managers | 110 |
Woodmont Investment Counsel LLC
 Woodmont Investment Counsel LLC Investment ManagersFinance Woodmont Investment Counsel LLC (Woodmont) is a registered independent wealth management firm headquartered in Nashville, Tennessee. The firm was co-founded by Paul H. Kuhn in 2000. Woodmont provides investment solution for families, institutions, and endowments/foundations.
6
| Private Company | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stephen Adler Frohsin via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Water Street Capital, Inc.
 Water Street Capital, Inc. Investment ManagersFinance Water Street Capital, Inc. (WSC) is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Jacksonville, Florida. The firm was founded by Gilchrist Berg in 1987. WSC provides investment management services to private pooled investment vehicles. Investors in the funds may include high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowments and employees. | Investment Managers | 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 | |
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Undergraduate Degree | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Graduate Degree | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| Tufts University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Corvid Peak Capital Management LLC
 Corvid Peak Capital Management LLC Investment ManagersFinance Tiptree Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael Barnes and Arif Inayatullah in 2003 as Tricadia Capital Management LLC. They are wholly owned by Tiptree Advisors Holdings LP. Formerly known as Corvid Peak Capital Management LLC, Tiptree Advisors provides discretionary portfolio management and advisory services to institutional investors. They also manage certain assets on behalf of Tiptree, Inc. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Chief Investment Officer 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 | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
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 | |
| Stephen F. Austin State University | College/University | Undergraduate Degree Undergraduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of St. Petersburg | College/University | Graduate Degree | |
Stansberry Asset Management LLC
 Stansberry Asset Management LLC Investment ManagersFinance Part of Stansberry Asset Management Partners LP, Stansberry Asset Management LLC provides investment advice. The company is based in New York, NY. The company was founded in 2015 by Erez Charnes Kalir. | Investment Managers | Chief Executive Officer | |
Dominari Securities LLC (Investment Management)
 Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Investment Managers | Chief Executive Officer | |
| State University of New York at Albany | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Rusland | 2 |
Sectoraal
| Finance | 29 |
| Consumer Services | 22 |
Operationeel
| Corporate Officer/Principal | 241 |
| Director/Board Member | 101 |
| Undergraduate Degree | 85 |
| Portfolio Manager-Equities | 59 |
| Analyst-Equity | 35 |
Sterkste connecties
| Insiders | |
|---|---|
| Joseph Grano | 28 |
| Eric Affeldt | 22 |
| Ian Thomas Black | 18 |
| Robert Hall | 17 |
| Andy Morse | 16 |
| Bob M. Zakem | 15 |
| Michael Connolly | 15 |
| Paul Karger | 14 |
| Bob Doherty | 14 |
| Heather Takahashi | 12 |
| Ian Isaacs | 11 |
| Steve Baldwin | 10 |
| Michael Schultz | 10 |
| Ken J. Dean | 9 |
| Kevin Lorenz | 9 |
- Beurs
- Insiders
- Stephen Adler Frohsin
- Bedrijfsconnecties
