Bryan Michael Lopez
Direttore Finanziario/CFO presso WMS Partners LLC
Provenienza dei contatti di primo grado di Bryan Michael Lopez
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Pennsylvania
907
| College/University | Other Consumer Services | 907 |
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations.
29
| Subsidiary | Investment Managers | 29 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bryan Michael Lopez 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 | Analyst-Equity Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Portfolio Manager-Equities | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal 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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| State Street Associates LLC | Corporate Officer/Principal | ||
Siguler Guff Advisers LLC
 Siguler Guff Advisers LLC Investment ManagersFinance Siguler Guff Advisers LLC (Siguler Guff) is a registered investment advisor headquartered in New York City. The firm was founded in 1995 and is a wholly owned subsidiary of Siguler Guff & Co. LP. Siguler Guff provides discretionary and non-discretionary investment management services to institutional clients, which includes corporate and public employee benefit plans, endowments, foundations, government agencies and financial institutions, and family office and high net worth investors. | Investment Managers | Analyst-Fixed Income | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Trustees of the University of Pennsylvania
 Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Trustees of The University of Pennsylvania engages in the provision of social services. The company was founded in 1740 and is headquartered in Philadelphia, PA. | Investment Trusts/Mutual Funds | Chief Operating Officer Director/Board Member Director/Board Member | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Doctorate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Investment Managers | Analyst-Equity 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 | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
| Towson University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
| Franklin & Marshall College | College/University | President 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 | Director of Research - Equity Analyst-Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
Kohlberg Kravis Roberts & Co. LP
 Kohlberg Kravis Roberts & Co. LP Investment ManagersFinance Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
| London School of Economics & Political Science | College/University | Graduate Degree Trading-Fixed Income | |
Pipefy, Inc.
 Pipefy, Inc. Information Technology ServicesTechnology Services Pipefy, Inc. provides business process management solutions. The firm specializes in workflow, task management, process improvement, innovation management, business transformation, process automation, and re-engineering and redesign. The company was founded by Magnus Varassin Arantes, Alessio Alionco and Leandro Johann in 2015 and is headquartered in San Francisco, CA. | Information Technology Services | Director/Board Member | |
LJV Management Company LLC
 LJV Management Company LLC Investment ManagersFinance LJV Management Company LLC (Long Journey Ventures) is a venture capital firm founded in 2019 by Lee Jacobs and Cyan Banister. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
| COMCAST CORPORATION | Cable/Satellite TV | Corporate Officer/Principal | |
| University of Lima | College/University | Undergraduate Degree | |
| The World Bank | Supranational | Corporate Officer/Principal | |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Investment Managers | Head-Equity Investments | |
Diamond S Shipping Group, Inc.
 Diamond S Shipping Group, Inc. Marine ShippingTransportation Diamond S Shipping Group, Inc. was engaged in the provision of seaborne transportation of refined petroleum and other products. The company was founded by Craig H. Stevenson, Jr. in 2007 and was headquartered in Greenwich, CT. | Marine Shipping | Director/Board Member | |
Siguler Guff & Co. LP
 Siguler Guff & Co. LP Investment ManagersFinance Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London. | Investment Managers | Private Equity Analyst | |
JXP MGMT LLC
 JXP MGMT LLC Investment ManagersFinance JXP MGMT LLC (Juxtapose) is a venture capital firm founded in 2015 by Jed Cairo and Patrick Chun. The firm is headquartered in New York. | Investment Managers | Founder | |
Edelweiss Ventures LLC
 Edelweiss Ventures LLC Investment ManagersFinance Edelweiss Ventures LLC (Edelweiss Ventures) is a venture capital firm founded in 2014 by Lee Jacobs. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
| University of Tokyo | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Irlanda | 2 |
| Regno Unito | 2 |
| Perù | 2 |
| Giappone | 2 |
Settori
| Finance | 28 |
| Consumer Services | 15 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 147 |
| Director/Board Member | 135 |
| Undergraduate Degree | 101 |
| Analyst-Equity | 60 |
| Private Equity Investor | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Rob Stavis | 42 |
| John Fry | 38 |
| Howard Marks | 20 |
| Salvatore Tirabassi | 18 |
| Wen Kai Xiang | 13 |
| John Jeffrey Ying | 12 |
| Luciano Toledo de Campos | 11 |
| Ajim Tamboli | 10 |
| Jennifer Goldstein | 10 |
| Susan Lin | 10 |
| Jed Cairo | 10 |
| Brian Propes | 9 |
| Christopher Patusky | 9 |
| Alex Abrams | 9 |
| Vijay Chattha | 9 |
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- Insiders
- Bryan Michael Lopez
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