Provenienza dei contatti di primo grado di Barry Michael Havener
Entità | Tipo di entità | Settore Industriale | |
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Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales
92
| Extinct | Investment Banks/Brokers | 92 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.
87
| Extinct | Investment Banks/Brokers | 87 |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
8
| Subsidiary | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Barry Michael Havener tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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RiverFront Investment Group LLC
RiverFront Investment Group LLC Investment ManagersFinance RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies. | Investment Managers | Founder Founder Founder Portfolio Manager-Equities Investment Committee Member Director of Investments Head-Fixed Income Invts Founder Market Strategist Chief Executive Officer | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
University of Richmond | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Masters Business Admin | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity Director of Research - Equity Institutional Sales | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Market Strategist Analyst-Equity Director of Research - Equity Corporate Officer/Principal | |
The College of William & Mary | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Virginia Commonwealth University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Johns Hopkins University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
Washington University in St. Louis | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Masters Business Admin | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Director of Research - Fxd Inc Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
New York University | College/University | Undergraduate Degree Undergraduate Degree | |
Colliers Securities LLC (Investment Management)
Colliers Securities LLC (Investment Management) Investment ManagersFinance Colliers Securities LLC (Investment Management) (Colliers-IM) is the investment management arm of Colliers Securities LLC, a broker/dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ, TSX: CIGI), a diversified investment company based in Canada. Colliers-IM provides advisory and other financial services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity Analyst-Equity | |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree Graduate Degree | |
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 | Director/Board Member Graduate Degree | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Paradigm Capital Management, Inc.
Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Investment Managers | Corporate Officer/Principal | |
The Fuqua School of Business | College/University | Masters Business Admin | |
LEAR CORPORATION | Auto Parts: OEM | Director/Board Member | |
University of Illinois | College/University | Undergraduate Degree | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
Robins E. Claiborne School of Business | College/University | Corporate Officer/Principal | |
Graycliff Partners LP
Graycliff Partners LP Investment ManagersFinance Graycliff Partners LP (Graycliff Partners) is a private equity firm founded in 1991. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 51 |
Settori
Finance | 29 |
Consumer Services | 22 |
Producer Manufacturing | 2 |
Posizioni
Corporate Officer/Principal | 177 |
Analyst-Equity | 113 |
Undergraduate Degree | 79 |
Director/Board Member | 60 |
Masters Business Admin | 31 |
Contatti più connessi
Insiders | |
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Jon Foster | 34 |
Danny Ludeman | 25 |
Frank A. McGrew | 12 |
Tom Olivier | 12 |
David Mihalick | 12 |
Michael Jones | 11 |
Aaron Spencer Reames | 10 |
Mark Charles Lamarre | 9 |
Jeff Schollaert | 9 |
Kimble L. Jenkins | 9 |
Yves Siegel | 9 |
Bob Derrington | 8 |
Tim Anderson | 8 |
George White | 8 |
Brian Ruttenbur | 7 |
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- Insiders
- Barry Michael Havener
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