Alex Taft
Gestore di Portafoglio-Azioni presso UBS Financial Services, Inc.
Provenienza dei contatti di primo grado di Alex Taft
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
357
| Subsidiary | Investment Managers | 357 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alex Taft tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| EASTMAN KODAK COMPANY | Industrial Machinery | Director/Board Member | |
| Manhattanville College | College/University | Undergraduate Degree Undergraduate Degree | |
| OPPENHEIMER HOLDINGS INC. | Investment Banks/Brokers | Compliance Officer | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
UBS Americas, Inc.
 UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Market Strategist Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
ThoughtWorks, Inc.
 ThoughtWorks, Inc. Information Technology ServicesTechnology Services ThoughtWorks, Inc. provides systems integration and application development services. It offers system architecture, consulting, organizational transformation, software development, and implementation services. The firm serves energy, manufacturing, retail, and financial sectors. The company was founded by Neville Roy Singham in 1993 and is headquartered in Chicago, IL. | Information Technology Services | Director/Board Member | |
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 Analyst-Equity 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 | Analyst-Equity Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Director/Board Member | |
The Depository Trust & Clearing Corp.
 The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
| Union College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
| University of South Carolina | College/University | Undergraduate Degree Undergraduate Degree | |
| Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| NU HOLDINGS LTD. | Information Technology Services | Director/Board Member | |
| AVANT DIAGNOSTICS INC | Medical Specialties | Director/Board Member | |
| Sands Point Consulting LLC | Corporate Officer/Principal | ||
UBS Americas Holding LLC
 UBS Americas Holding LLC Financial ConglomeratesFinance UBS Americas Holding LLC operates as a bank holding company. The company is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Consello Capital LLC
 Consello Capital LLC Investment ManagersFinance Consello Capital LLC (Consello Capital) is a private equity subsidiary of Consello Management LP founded in 2021 by Declan Martin Kelly. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Biotech Group Acquisition Corp.
 Biotech Group Acquisition Corp. Financial ConglomeratesFinance Biotech Group Acquisition Corp operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was on January 19, 2022 and is headquartered in Irvine, CA. | Financial Conglomerates | Director/Board Member | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Con Edison Co.
 Con Edison Co. Electric UtilitiesUtilities Part of Consolidated Edison, Inc., Con Edison Co. generates electric power. The company is based in Staten Island, NY. | Electric Utilities | Corporate Officer/Principal | |
Unqork, Inc.
 Unqork, Inc. Packaged SoftwareTechnology Services Unqork, Inc. develops software application solutions. It serves the insurance, financial services, government, and education sectors. The company was founded by Gary Hoberman in 2017 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| Mount Holyoke College | College/University | Undergraduate Degree | |
New York Military Academy, Inc.
 New York Military Academy, Inc. Other Consumer ServicesConsumer Services New York Military Academy, Inc. provides educational services. It offers early college program, JROTC program, post graduate program, summer leadership program, and winter program. The company was founded by Charles Jefferson Wright and is headquartered in Cornwall-on-Hudson, NY. | Other Consumer Services | President | |
Vivacitas Oncology, Inc.
 Vivacitas Oncology, Inc. Medical/Nursing ServicesHealth Services Vivacitas Oncology, Inc. is a private clinical stage biopharmaceutical company founded in 2015 by Dr. Joseph Rubinfeld and Infusion 51a, LP. The company is based in Walnut Creek, CA. Vivacitas Oncology is focused on combating cancers that have proven to be resistant to current treatment modalities. The company aims to improve upon well-known chemotherapies with demonstrated effect, but which also possess challenges with potency, toxicity, stability, and other issues limiting their use. The CEO is Mark J. Suseck. | Medical/Nursing Services | Director/Board Member | |
| Syracuse University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
| Isole Cayman | 2 |
Settori
| Finance | 23 |
| Consumer Services | 19 |
| Technology Services | 4 |
| Producer Manufacturing | 2 |
| Health Technology | 2 |
Posizioni
| Corporate Officer/Principal | 140 |
| Director/Board Member | 87 |
| Undergraduate Degree | 77 |
| Portfolio Manager-Equities | 54 |
| Analyst-Equity | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Alan Bowser | 24 |
| Rosemary Berkery | 15 |
| Christopher John Sylvester | 13 |
| Kristian Humer | 11 |
| Michael Mascis | 9 |
| Rob Samuels | 9 |
| Mark Duane Steffe | 8 |
| Marten Sybren Hoekstra | 8 |
| James Dobson | 7 |
| Jennifer Stahmer | 7 |
| Bob Mulholland | 7 |
| James Ziglar | 7 |
| Everett Weinberger | 7 |
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