Andy J. Jacobson
Investitore di Private Equity presso Solaia Capital Advisors LLC
Provenienza dei contatti di primo grado di Andy J. Jacobson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.
236
| College/University | Other Consumer Services | 236 |
MCG Capital
 MCG Capital Investment ManagersFinance Formed in 1990, MCG Capital, a subsidiary of MCG Capital Corp. (NASDAQ: MCGC), is a private equity firm headquartered in Arlington, Virginia with an additional office in Atlanta and Richmond, Virginia.
23
| Extinct | Investment Managers | 23 |
Solaia Capital Advisors LLC
 Solaia Capital Advisors LLC Investment ManagersFinance Solaia Capital Advisors LLC (Solaia Capital Advisors) is a private equity firm founded in 2007 by Michael A. Carrazza. The firm is headquartered in Stamford, Connecticut.
7
| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Andy J. Jacobson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Sales & Marketing | |
| Washington University in St. Louis | College/University | Doctorate Degree Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| CITRIX SYSTEMS, INC. | Packaged Software | Sales & Marketing | |
| BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
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 | Corporate Officer/Principal | |
| FIRST REPUBLIC BANK | Regional Banks | Corporate Officer/Principal | |
| PATRIOT NATIONAL BANCORP, INC. | Regional Banks | President Chairman Chief Executive Officer | |
| MCG CAPITAL CORP | Investment Managers | Chief Tech/Sci/R&D Officer Investor Relations Contact President Corporate Officer/Principal Chairman | |
Metabolon, Inc.
 Metabolon, Inc. Packaged SoftwareTechnology Services Metabolon, Inc. operates as a health technology company. It offers precision medicine, clinical diagnostic, and metabolomics services. The firm serves to the pharmaceutical, biotechnology, consumer product industries. The company was founded in 2000 and is headquartered in Morrisville, NC. | Packaged Software | Director/Board Member Director/Board Member | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | President | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Graduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Graduate 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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
Duke University Health System, Inc.
 Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Medical/Nursing Services | Director/Board Member Director/Board Member Director/Board Member | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Director/Board Member Chief Operating Officer | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Core Asset Management Co.
 Core Asset Management Co. Investment ManagersFinance Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. | Investment Managers | President | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Patriot Bank, NA (Stamford, Connecticut)
 Patriot Bank, NA (Stamford, Connecticut) Major BanksFinance Patriot Bank, N.A. engages in the provision of commercial banking services. It offers checking and savings accounts, deposits, lending and financing solutions. The company was founded in 1994 and is headquartered in Stamford, CT. | Major Banks | President Chairman Chief Executive Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Chairman | |
| Pratt School of Engineering | College/University | Corporate Officer/Principal Director/Board Member | |
Endeavor Global, Inc.
 Endeavor Global, Inc. Investment ManagersFinance Endeavor Global, Inc. is an Venture Capital firm founded in 1997 by Linda Rottenberg, Casares wenceslao and Peter B.Kellner. The firm is headquartered in New York. | Investment Managers | Director/Board Member Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
The District of Columbia Bar
 The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Law School | College/University | Graduate Degree | |
| University of South Florida | College/University | Graduate Degree | |
Siena Lending Group LLC
 Siena Lending Group LLC Finance/Rental/LeasingFinance Part of Siena Capital Finance LLC, Siena Lending Group LLC is a leading independent asset-based lender. The company is based in Stamford, CT, and was co-founded by President and CEO David Grende. The company provides flexible financing solutions and is committed to the success of its clients. Siena Lending Group is a portfolio company of Business Development Corporation of America, an affiliate of Benefit Street Partners L.L.C. (BSP), which is a wholly-owned subsidiary of Franklin Resources, Inc. | Finance/Rental/Leasing | Chairman | |
Avanza Capital Markets, Inc.
 Avanza Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2009, Avila Capital Markets, Inc. is a broker/dealer located in New York City. The firm focuses on providing institutional and high net-worth clients with capital markets execution, global clearance and custody services. They specialize in complete access to emerging market sovereign and corporate debt, as well as high yield and high grade instruments. Avila Capital Markets provides transaction execution through a combination of professional institutional sales, dealer sales and trading coverage. Their trades are cleared through and settled by Penson Financial Services, Inc. The firm is a member of FINRA and the SIPC. | Investment Banks/Brokers | President |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
Settori
| Finance | 21 |
| Consumer Services | 14 |
| Technology Services | 6 |
| Commercial Services | 6 |
| Consumer Non-Durables | 2 |
Posizioni
| Director/Board Member | 400 |
| Corporate Officer/Principal | 214 |
| Undergraduate Degree | 99 |
| Chairman | 86 |
| Independent Dir/Board Member | 69 |
Contatti più connessi
| Insiders | |
|---|---|
| Emanuel Pearlman | 40 |
| Joanna Rees | 37 |
| Marzuki Usman | 33 |
| Ned Gilhuly | 28 |
| Marc Kozin | 24 |
| Rick Wagoner | 24 |
| David Weiss | 23 |
| A. Bruce Johnston | 21 |
| Craig Marshak | 21 |
| David Shane | 20 |
| Jeff Bank Clark | 20 |
| Daniel Dickinson | 20 |
| Christopher Maher | 20 |
| Charlie Bobrinskoy | 19 |
| Steven F. Tunney | 19 |
- Borsa valori
- Insiders
- Andy J. Jacobson
- Connessioni Società
