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Caroline Latta
Analyst-Equity presso Merrill Lynch, Pierce, Fenner & Smith, Inc.
Provenienza dei contatti di primo grado di Caroline Latta
Entità | Tipo di entità | Settore Industriale | |
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The University of Texas at Austin
54
| College/University | Other Consumer Services | 54 |
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).
42
| Subsidiary | Investment Banks/Brokers | 42 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Caroline Latta tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
First Pacific Advisors LP
![]() First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Investment Managers | Analyst-Equity | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
HARTE HANKS, INC. | Miscellaneous Commercial Services | Director/Board Member | |
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 | Corporate Officer/Principal Analyst-Equity | |
Reinhart Partners, Inc.
![]() Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Corporate Officer/Principal | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
CELANESE CORPORATION | Chemicals: Specialty | Corporate Officer/Principal | |
Bluescape Energy Partners LLC
![]() Bluescape Energy Partners LLC Investment ManagersFinance Bluescape Energy Partners LLC (Bluescape Energy Partners) is a private equity subsidiary of Bluescape Resources Co. LLC founded in 2015. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 Analyst-Equity | |
Intrepid Financial Partners LLC
![]() Intrepid Financial Partners LLC Regional BanksFinance Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors. | Regional Banks | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
HOULIHAN LOKEY, INC. | Investment Banks/Brokers | Private Equity Analyst Corporate Officer/Principal | |
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 | |
McCombs School of Business | College/University | Consultant / Advisor Undergraduate Degree | |
Vietnam Veterans Memorial Fund, Inc.
![]() Vietnam Veterans Memorial Fund, Inc. Miscellaneous Commercial ServicesCommercial Services The Vietnam Veterans Memorial Fund, Inc. is a non-profit organization founded by Jan C. Scruggs. The American company is dedicated to preserving the legacy of the Vietnam Veterans Memorial in Washington, D.C. and educating the public about the impact of the Vietnam War. Jim Knotts has been the CEO of the company since 2014. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income | |
Point72 Asset Management LP
![]() Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity | |
TCP Management LLC
![]() TCP Management LLC Investment ManagersFinance TCP Management LLC (TCP Management) is a private equity firm founded in 2017 by Alex Western and Phil Trench. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Founder | |
Ithaca College | College/University | Undergraduate Degree | |
Trilogy
![]() Trilogy Packaged SoftwareTechnology Services Trilogy.com, Inc. is a company that specializes in edge computing and cloud installations. The company is based in Austin, TX. Trilogy utilizes its Linx™ virtual private network and Conex infrastructure platform to build a unified, distributed multi-tenant cloud capability on a single network fabric to provide 1.5 million square miles of edge compute capability across rural areas. Trilogy Metals Inc. is a metals exploration and development company that holds a 50 percent interest in Ambler Metals LLC, which has a 100 percent interest in the UKMP in Alaska. The company's vision is to develop the Ambler mining district into a premier North American copper producer. The Trilogy Heart Valve System is a novel TAVR device indicated for the treatment of both AR and AS. The company recently founded the Rural Cloud Initiative, which aims to promote and accelerate the digital transformation of rural areas. The company was founded in 1990 by Terry Bishop as a manufacturers representative firm and has since evolved into one of the largest and most respected sales, service, and consulting organizations in the electronics industry. The company was founded in 1989. Kathy Slowinski has been the CEO of the company since 2023. | Packaged Software | Private Equity Investor | |
Merrill Lynch International, Inc. (United Arab Emirates) | Investment Banks/Brokers | Chief Executive Officer | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
Bank of New Zealand Ltd. (Research) | Investment Managers | Trading-Fixed Income | |
Merrill Lynch Equities (Australia) Ltd.
![]() Merrill Lynch Equities (Australia) Ltd. Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch Equities (Australia) Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia. Joseph Fayyad has been the CEO of the company since 2017. | Investment Banks/Brokers | Trading-Fixed Income | |
University of Otago | College/University | Undergraduate Degree | |
The Phoenix Art Museum
![]() The Phoenix Art Museum Other Consumer ServicesConsumer Services The Phoenix Art Museum is the largest art museum in the southwestern United States, located in the central corridor of Phoenix, AZ. Since 1959, the museum has provided access to world-class art and experiences, with a collection of over 20,000 works of American and Western American, Asian, European, Latin American, modern and contemporary art, and fashion design. The museum engages over 300,000 guests each year through critically acclaimed national and international exhibitions and multidimensional community programs, serving as a brave space for all people who wish to experience the transformative power of art. | Other Consumer Services | Director/Board Member | |
The Potomac School, Inc. | Director/Board Member | ||
O'Shaughnessy Asset Management LLC
![]() O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Investment Managers | Analyst-Equity | |
Merrill Lynch Far East Ltd.
![]() Merrill Lynch Far East Ltd. Investment Banks/BrokersFinance Merrill Lynch Far East Ltd. is the stockbroking subsidiary of Merrill Lynch HK Services Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Headquartered in Hong Kong, the firm was founded in 2003 and offers a broad range of brokerage services to institutional investors. | Investment Banks/Brokers | Market Strategist | |
The Sterling Group LP
![]() The Sterling Group LP Investment ManagersFinance The Sterling Group LP (The Sterling Group) is a private equity firm founded in 1982 by Frank J. Hevrdejs. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Analyst | |
Netaji Subhas Institute of Technology | College/University | Undergraduate Degree | |
Stellex Capital Management LP
![]() Stellex Capital Management LP Investment ManagersFinance Stellex Capital Management LP (Stellex) is an private equity firm founded in 2014 by Ray Whiteman and Michael Stewart. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Borgman Capital LLC
![]() Borgman Capital LLC Investment ManagersFinance Borgman Capital LLC (Borgman Capital) is a private equity firm founded in 2017 by Sequoya Borgman, Borgman Capital LLC is headquartered in Milwaukee, Wisconsin. | Investment Managers | Private Equity Investor | |
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. | College/University | Undergraduate Degree | |
BLUESCAPE OPPORTUNITIES ACQUISITION CORP. | Financial Conglomerates | Director of Finance/CFO | |
Centenary College of Louisiana | College/University | Undergraduate Degree | |
Prime Natural Resources, Inc.
![]() Prime Natural Resources, Inc. Oil & Gas ProductionEnergy Minerals Prime Natural Resources, Inc. explores and produces oil and natural gas. It operates in the Gulf of Mexico region. The company is headquartered in Houston, TX. | Oil & Gas Production | Private Equity Analyst | |
Bluescape Resources Co. LLC
![]() Bluescape Resources Co. LLC Oil & Gas ProductionEnergy Minerals Bluescape Resources Co. LLC operates as an oil and gas investment and operating company. It creates investment vehicles focused on oil and gas investment opportunities. The company was founded in 2007 and is headquartered in Dallas, TX. | Oil & Gas Production | Corporate Officer/Principal | |
BTIG LLC
![]() BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Analyst-Equity | |
CNA Insurance Cos.
![]() CNA Insurance Cos. Investment ManagersFinance CNA Insurance Cos. is an insurance management firm headquartered in Chicago, Illinois. The firm is a subsidiary of CNA Financial Corp. (NYSE: CNA), which is owned by Loews Corp. (NYSE: L). CNA Insurance provides a broad range of standard and specialized insurance products and services for businesses and professionals in the US, Canada and Europe. | Investment Managers | Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree | |
Corridor Capital LLC
![]() Corridor Capital LLC Investment ManagersFinance Corridor Capital LLC (Corridor Capital) is a private equity firm founded in 2005 by Craig Lawrence Enenstein. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Analyst | |
London School of Economics & Political Science | College/University | Undergraduate Degree | |
Pine Brook Road Partners LLC
![]() Pine Brook Road Partners LLC Investment ManagersFinance Pine Brook Road Partners LLC (Pine Brook Partners) is a Private Equity firm founded in 2006. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Drexel University | College/University | Undergraduate Degree | |
Intrepid Investment Management LLC
![]() Intrepid Investment Management LLC Investment ManagersFinance Intrepid Investment Management LLC (Intrepid Investment) is a Private Equity firm, a subsidiary of Intrepid Financial Partners LLC founded in 2015 by Hugh McGee III and Christopher F. Winchenbaugh. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Dreamit Ventures LLC
![]() Dreamit Ventures LLC Investment ManagersFinance Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 40 |
Nuova-Zelanda | 3 |
Emirati Arabi Uniti | 2 |
Australia | 2 |
Hong Kong | 2 |
Settori
Finance | 29 |
Consumer Services | 12 |
Commercial Services | 4 |
Energy Minerals | 3 |
Process Industries | 2 |
Posizioni
Undergraduate Degree | 57 |
Corporate Officer/Principal | 51 |
Director/Board Member | 31 |
Analyst-Equity | 30 |
Private Equity Analyst | 22 |
Contatti più connessi
Insiders | |
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Michael J. Cramer | 20 |
Brent D. Williams | 17 |
B. G. Hartley | 13 |
Mason Hale | 11 |
Hasibul Talukdar | 9 |
Tristan Yopp | 7 |
Carley Deardorff | 6 |
Sanaz Zaimi | 6 |
Alex Reinhart | 5 |
Samer Yousif | 5 |
Arjun Menta | 5 |
Eason Grant | 5 |
Joseph Overman | 4 |
Phil Trench | 4 |
Stephen Ruvituso | 4 |
- Borsa valori
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