Provenienza dei contatti di primo grado di Dan Gale
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.
102
| Extinct | Investment Managers | 102 |
King Wealth Management Group LLC
 King Wealth Management Group LLC Investment ManagersFinance King Wealth Management Group LLC (King Wealth Management) is an independent, SEC-registered investment advisor headquartered in Sarasota Springs, New York. The firm was founded in 2012 by Lawrence E. King and Daniel P. Gale. King Wealth Management provides investment management services for individuals, families and institutions.
1
| Private Company | Investment Managers | 1 |
Keuka College
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Gale tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Director of Research - Equity | |
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 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 Corporate Officer/Principal | |
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-Equities Portfolio Manager-Equities Portfolio Manager-Equities Founder Portfolio Manager-Equities Corporate Officer/Principal | |
| Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Masters Business Admin 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 Market Strategist | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morgan Stanley AIP GP LP
 Morgan Stanley AIP GP LP Investment ManagersFinance Morgan Stanley AIP GP LP (AIP) is a SEC-registered investment advisor and funds-of-hedge funds manager headquartered in West Conshohocken, Pennsylvania. The firm is a subsidiary of Morgan Stanley Investment Management, Inc. and their ultimate parent is Morgan Stanley (NYSE: MS). AIP generally provides investment advice to registered and unregistered investment companies, pooled investment vehicles, separate accounts, funds of one, corporate/business entities, high net-worth individuals, endowments, foundations, charitable institutions, sovereign wealth funds, foreign regulated funds such as UCITs, pension plans and domestic and foreign government agencies, and trusts. In addition, the firm, through its Hedge Fund Solutions business, provides hedge fund manager research services to Morgan Stanley Smith Barney LLC (MSSB). | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate Degree | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree Undergraduate Degree | |
| US Air Force | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
| Pepperdine University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Sales & Marketing Analyst-Equity | |
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 | |
| Brown University | College/University | Undergraduate Degree | |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Saratoga Performing Arts Center
 Saratoga Performing Arts Center Movies/EntertainmentConsumer Services Saratoga Performing Arts Center (SPAC) is an outdoor amphitheater located in Saratoga Springs, NY. The center is situated in a 2,400-acre park preserve surrounded by hiking trails, geysers, and natural mineral springs. SPAC hosts performances by resident companies such as The Philadelphia Orchestra, The Chamber Music Society of Lincoln Center, the Freihofer's Saratoga Jazz Festival, and concerts by Live Nation. The center also offers imaginative programming such as Caffè Lena @ SPAC and initiatives in culinary, literary, healing, and visual arts. SPAC is a 501c3 charitable organization, and donations and proceeds from fundraising events benefit the center's thriving education program, community outreach efforts, and the vibrancy of its programming. | Movies/Entertainment | Director/Board Member | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Prudential Securities, Inc. (Michigan)
 Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Investment Banks/Brokers | Corporate Officer/Principal | |
| New York Institute of Technology | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Israele | 2 |
Settori
| Finance | 26 |
| Consumer Services | 22 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 209 |
| Undergraduate Degree | 78 |
| Portfolio Manager-Equities | 57 |
| Director/Board Member | 40 |
| Analyst-Equity | 33 |
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