Barbara Jermak Klepper
Responsabile della Conformità presso TSP Capital Management Group LLC
Provenienza dei contatti di primo grado di Barbara Jermak Klepper
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
52
| Subsidiary | Investment Managers | 52 |
Fahnestock & Co., Inc.
9
| Extinct | Investment Banks/Brokers | 9 |
TSP Capital Management Group LLC
 TSP Capital Management Group LLC Investment ManagersFinance TSP Capital Management Group LLC (TSP) is an independent registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Thomas S. Paluck in 2004. TSP provides customized services to individuals, pension and profit-sharing plans, trusts, charitable organizations and business entities.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Barbara Jermak Klepper tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | |
The Cape Cod Five Cents Savings Bank
 The Cape Cod Five Cents Savings Bank Investment ManagersFinance The Cape Cod Five Cents Savings Bank (Cape Cod 5) is a mutually-owned, independent state-chartered savings bank headquartered in Brewster, Massachusetts. The bank was founded in 1855 and is part of Cape Cod Five Mutual Co. Cape Cod 5 offers a broad range of financial products and services to customers living and working on Cape Cod, Martha’s Vineyard and Nantucket and in Southeastern Massachusetts communities. Products and services include consumer and commercial banking products; residential mortgages; trust and asset management services. | Investment Managers | Portfolio Manager-Equities | |
| HOUSTON AMERICAN ENERGY CORP. | Oil & Gas Production | Director/Board Member | |
SPAR Aerospace Ltd.
 SPAR Aerospace Ltd. Aerospace & DefenseElectronic Technology SPAR Aerospace Ltd. provides aerospace engineering and maintenance services. It provides repair and overhaul services for airplanes and helicopters used by commercial airlines as well as government entities. It specializes in the maintenance, repair, overhaul, and upgrade of military and civilian aircrafts. The company was founded in 1960 and is headquartered in Edmonton, Canada. | Aerospace & Defense | Chairman Director/Board Member | |
Register Financial Advisors LLC
 Register Financial Advisors LLC Investment ManagersFinance Register Financial Advisors LLC (RFA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by George Register in 2006. RFA provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, and estate and trusts. | Investment Managers | Portfolio Manager-Equities | |
Arcadia Securities LLC
 Arcadia Securities LLC Investment Banks/BrokersFinance Arcadia Securities LLC provides brokerage services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1997 by Scott A. Katzmann. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Fixed Income Chief Operating Officer | |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
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 | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
Green Circle Capital Partners LLC
 Green Circle Capital Partners LLC Investment ManagersFinance Green Circle Capital Partners LLC is a boutique investment banking advisory firm that specializes in providing advisory services in raising capital and mergers & acquisitions. The private company is based in New York, NY and has subsidiaries in the United States. The company focuses on lower middle market companies in specific health & wellness verticals, including natural and plant-based products. The company was founded in 2012 by Stuart Strumwasser, who has been the CEO since 2012. | Investment Managers | Chief Executive Officer | |
Green Circle Foodtech Ventures
 Green Circle Foodtech Ventures Investment ManagersFinance Green Circle Foodtech Ventures (GC Foodtech Ventures) is a venture capital subsidiary of Green Circle Capital Partners LLC founded in 2012. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| Washburn University | College/University | Undergraduate Degree | |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Analyst-Equity | |
CIM Securities LLC
 CIM Securities LLC Investment Banks/BrokersFinance CIM Securities LLC is a registered broker-dealer headquartered in Centennial, Colorado and founded in 2002. The firm conducts the following types of business: broker or dealer retailing corporate equity securities OTC; broker or dealer selling corporate debt securities; underwriter or selling group participant of corporate securities other than mutual funds; broker or dealer selling variable life insurance; broker or dealer selling tax shelters or limited partnerships in primary distributions; non-exchange member arranging for transactions in listed securities by exchange member; and private placements of securities. | Investment Banks/Brokers | Analyst-Equity | |
PFS Investments, Inc.
 PFS Investments, Inc. Investment ManagersFinance PFS Investments, Inc. (PFSI), do-business-as Primerica Advisors, is a SEC-registered investment management firm headquartered in Duluth, Georgia. The firm was founded in 1981 and is directly owned by Primerica Finance Corp., itself a subsidiary of Primerica, Inc. (NYSE: PRI). PFSI provides advisory services to the Primerica Advisors Lifetime Investment Platform wrap fee program (Program). | Investment Managers | Corporate Officer/Principal | |
DeMarche Associates, Inc.
 DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
| Emory University | College/University | Graduate Degree | |
| St. Louis University | College/University | Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree | |
KeyBank, NA (Investment Management)
 KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
Settori
| Finance | 31 |
| Consumer Services | 16 |
| Energy Minerals | 2 |
| Electronic Technology | 2 |
Posizioni
| Corporate Officer/Principal | 177 |
| Director/Board Member | 108 |
| Undergraduate Degree | 52 |
| Chairman | 37 |
| Independent Dir/Board Member | 35 |
Contatti più connessi
| Insiders | |
|---|---|
| Eric Rosenfeld | 44 |
| Mark Biderman | 24 |
| Stanley Stern | 23 |
| Gabriele Cerrone | 22 |
| James D. Gerson | 15 |
| Matthew J. Plunkett | 14 |
| Bill Keefe | 12 |
| Orrie Lee Tawes | 12 |
| Craig Goos | 12 |
| Sally Ann Yanchus | 11 |
| Antonio S. Fernandez | 11 |
| Charles I. Clarvit | 11 |
| Jonathan Greene | 10 |
| John Allen Hyman | 10 |
| Andrew Kaminsky | 10 |
- Borsa valori
- Insiders
- Barbara Jermak Klepper
- Connessioni Società
