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Charles Staples
Analyst-Equity presso First Ascent Asset Management LLC
Provenienza dei contatti di primo grado di Charles Staples
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Central Florida
46
| College/University | Other Consumer Services | 46 |
First Ascent Asset Management LLC
![]() First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charles Staples 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 Analyst-Equity | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Florida Atlantic University | College/University | Masters Business Admin Graduate Degree | |
RedChip Independent
![]() RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of South Florida | College/University | Undergraduate Degree Undergraduate Degree | |
NUTRIBAND INC. | Medical Specialties | Director/Board Member Director/Board Member | |
CURRENCY EXCHANGE INTERNATIONAL, CORP. | Regional Banks | Chief Tech/Sci/R&D Officer Director of Finance/CFO | |
Stanford University | College/University | Undergraduate Degree Doctorate Degree | |
Opportunistic Credit Interval Fund
![]() Opportunistic Credit Interval Fund Investment Trusts/Mutual FundsMiscellaneous Opportunistic Credit Interval Fund is a closed-end investment fund. It provides a credit strategy targeting private originations and secondary investments in the US and European middle markets. The company was founded on January 21, 2022 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
Alternative Credit Income Fund
![]() Alternative Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Credit Income Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company that is operating as an interval fund. The company was founded on December 11, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
LOGAN RIDGE FINANCE CORPORATION | Investment Managers | Director of Finance/CFO | |
UCF College of Business Administration | College/University | Masters Business Admin | |
Central Michigan University | College/University | Undergraduate Degree | |
Southern Association of Colleges & Schools | Founder | ||
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 | |
The Leeds School of Business | College/University | Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin | |
Moisand Fitzgerald Tamayo LLC
![]() Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Investment Managers | Portfolio Manager-Equities | |
Starlight Ventures Management LLC
![]() Starlight Ventures Management LLC Investment ManagersFinance Starlight Ventures Management LLC (Starlight Ventures) is a venture capital firm founded in 2017 by Patricia Halfen Wexler and Matias Mosse. The firm is headquartered in Miami, Florida. | Investment Managers | Consultant / Advisor | |
BC Partners Advisors LP
![]() BC Partners Advisors LP Investment ManagersFinance Part of BC Partners Ltd., BC Partners Advisors LP is a leading pan-European buy-out firm that has maintained its position in the market for over three decades. The company is based in New York, NY. With over $1.7 billion in debt opportunities and co-investments provided to over 89 unique Limited Partners, BC Partners is an established leader in upper middle market alternative investment. Founded in 1986, the company has delivered superior returns to its investors and has developed a comprehensive co-investment platform. | Investment Managers | Comptroller/Controller/Auditor | |
Payward, Inc.
![]() Payward, Inc. Investment Banks/BrokersFinance Payward, Inc., also known as Kraken, is a cryptocurrency platform that offers spot trading, staking, regulated derivatives, and index services. The company is based in San Francisco, CA, and has subsidiaries in Australia, United Kingdom, and United States. Kraken's mission is to accelerate the adoption of crypto to achieve financial freedom and inclusion. The platform is trusted by over 10 million individuals, traders, and institutions worldwide, and offers professional 24/7/365 client support. Kraken has set the industry standard for transparency and client trust, and was the first crypto platform to conduct proof of reserves audits. The company was founded in 2011 by Karsten Nilsen and Jesse William Powell, and the CEO is David Ripley. | Investment Banks/Brokers | Private Equity Investor | |
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 | |
Klarna, Inc.
![]() Klarna, Inc. Miscellaneous Commercial ServicesCommercial Services Klarna, Inc. provides online payment solutions to e-stores. Its technology lets buyers receive ordered goods before any payment is due. The company was founded by Sebastian Siemiatkowski, Victor Jacobsson, and Niklas Adalberth in 2005 and is headquartered in Columbus, OH. | Miscellaneous Commercial Services | Private Equity Investor | |
C.A.R.T.A.
![]() C.A.R.T.A. Miscellaneous Commercial ServicesCommercial Services C.A.R.T.A. operates as a virtual organization that aims to promote transdisciplinary research into human origins. The private company is based in La Jolla, CA. | Miscellaneous Commercial Services | Private Equity Investor | |
Hemi Ventures LLC
![]() Hemi Ventures LLC Investment ManagersFinance Hemi Ventures LLC (Hemi Ventures) is a venture capital firm founded in 2016 by Amy Gu. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
Redwire Space, Inc.
![]() Redwire Space, Inc. Electronics/AppliancesConsumer Durables Made in Space, Inc. manufactures three-dimensional printers for use in microgravity. It offers commercial optics, large space structures, and environment 3D printing solutions. The company was founded by Mike Chen, Jason Dunn, Aaron Kemmer, and Michael Snyder in 2010 and is headquartered in Moffett Field, CA. | Electronics/Appliances | Founder | |
One To Watch
![]() One To Watch Investment ManagersFinance One To Watch (One To Watch) is a venture Capital firm founded in 2013. The firm headquartered in Lalitpur, Nepal. | Investment Managers | Director/Board Member | |
PENNANTPARK INVESTMENT CORPORATION | Investment Managers | Comptroller/Controller/Auditor | |
Bloom Equity Partners Management LLC
![]() Bloom Equity Partners Management LLC Investment ManagersFinance Bloom Equity Partners Management LLC (Bloom Equity Partners Management ) is a venture capital firm founded in 2020 by Bart Macdonald. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
RiverRock Funds LLC
![]() RiverRock Funds LLC Investment ManagersFinance RiverRock Funds LLC (RiverRock Funds) is a private equity firm founded in 2007. The firm is headquartered in Austin, Texas. | Investment Managers | Corporate Officer/Principal | |
William & Mary School of Law | College/University | Graduate Degree | |
Insilico Medicine Cayman TopCo
![]() Insilico Medicine Cayman TopCo Miscellaneous Commercial ServicesCommercial Services InSilico Medicine Cayman TopCo is a holding company, which engages in the research and development of generative artificial intelligence (AI) driven therapeutic pipeline and software licensing. Its pipeline targets areas include high unmet needs, with a footprint in fibrosis, oncology, immunology, and other therapeutic areas. The company was founded by Alex Zhavoronkov on November 19, 2018 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Director/Board Member | |
CA Ventures LLC
![]() CA Ventures LLC Investment ManagersFinance CA Ventures LLC (CA Ventures) is a venture capital firm founded in 2004 by Eddie Nurieli and Tom Scott. The firm is headquartered in Chicago, Illinois, with additional office in London. | Investment Managers | Corporate Officer/Principal | |
George Washington University | College/University | Undergraduate Degree | |
Ferrara Candy Co.
![]() Ferrara Candy Co. Food: Specialty/CandyConsumer Non-Durables Ferrara Candy Co., Inc. manufactures and supplies gummy, chewy, and hard candy. It operates through the following brand names: Black Forest Organic, Trolli, Now and Later, Brachs, Bobs, RedHots, LemonHead, Sathers, JujyFruits, Boston Baked Beans, Atomic FireBall, Jase Busters, Chuckles, Rain Blo, Super Bubble, and Fruit Stripe. The company was founded in 1908 and is headquartered in Oakbrook Terrace, IL. | Food: Specialty/Candy | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 33 |
Regno Unito | 3 |
Nepal | 2 |
Isole Cayman | 2 |
Settori
Finance | 17 |
Consumer Services | 11 |
Commercial Services | 5 |
Miscellaneous | 3 |
Health Technology | 2 |
Posizioni
Undergraduate Degree | 49 |
Corporate Officer/Principal | 39 |
Analyst-Equity | 19 |
Graduate Degree | 18 |
Director/Board Member | 16 |
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