Provenienza dei contatti di primo grado di Dan Helmick
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
First Manhattan Co.
 First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company.
70
| Extinct | Investment Managers | 70 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dan Helmick tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
PGIM, Inc.
 PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
BVF, Inc.
 BVF, Inc. Investment Banks/BrokersFinance BVF, Inc. manages engages in investment business and manages biotech focused hedge funds. The firm manages Biotechnology Value Fund LP and Biotechnology Value Fund II LP. The company was founded by Mark Nathan Lampert on September 14, 1993 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
G.research LLC
 G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Investment Banks/Brokers | Analyst-Equity | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
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 | Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
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 | Masters Business Admin Doctorate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Graduate Degree | |
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 Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Brooklyn College | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Creighton University | College/University | 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 | Masters Business Admin Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
First Manhattan Co LLC
 First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Chairman Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Fmc Group Holdings LP
 Fmc Group Holdings LP Personnel ServicesCommercial Services FMC Group Holdings LP provides brokerage and investment advisory services. It offers its services through its subsidiaries First Manhattan Securities LLC & First Manhattan Securities LLC. It also provides banking services or legal, tax or accounting advice. The company was founded by David Sanford Gottesman in 1964 and is headquartered in New York, NY. | Personnel Services | Founder Chairman Chief Executive Officer | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
First Health Ltd.
 First Health Ltd. Investment Trusts/Mutual FundsMiscellaneous First Health Ltd. is a private company based in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Yeshiva University | College/University | Undergraduate Degree Undergraduate Degree | |
American Express Financial Corp.
 American Express Financial Corp. Investment ManagersFinance Part of American Express Co., American Express Financial Corp. provides investment advice. | Investment Managers | Corporate Officer/Principal | |
FAMA Investimentos Ltda.
 FAMA Investimentos Ltda. Investment ManagersFinance FAMA Investimentos Ltda. is an independent Brazilian asset management firm which was founded in 1993 by Fábio Alperowitch and Maurício Levi. Headquartered in Sao Paulo, the firm provides discretionary investment advisory services to privately-offered, Brazil-based investment funds. | Investment Managers | Analyst-Equity | |
Verde Asset Management SA
 Verde Asset Management SA Investment ManagersFinance Verde Asset Management SA (Verde) is the investment management subsidiary of Holding Verde Empreedimentos e Participações SA in Brazil. The firm was founded by Luis Stuhlberger in 2015. Headquartered in Sao Paulo, Verde manages the Verde fund range with different risk levels and strategies. | Investment Managers | Analyst-Fixed Income | |
BC Gestão de Recursos Ltda.
 BC Gestão de Recursos Ltda. Investment ManagersFinance BC Gestão de Recursos Ltda. (Brasil Capital) is an independent investment firm headquartered in Sao Paulo, Brazil. The firm was founded by André Ribeiro and Alexandre Bossi in 2008. Brasil Capital manages funds for their diversified client base, which comprise of local and international family offices, institutional investors, and partners’ capital. | Investment Managers | Analyst-Equity | |
Reckitt Benckiser, Inc.
 Reckitt Benckiser, Inc. Household/Personal CareConsumer Non-Durables Reckitt Benckiser Inc. manufactures and markets cleaning products. It offers disinfectant spray, disinfectant foam cleaner, disinfectant basin tub and tile cleaner, antimicrobial soap, disinfectant toilet bowl cleaner, glass cleaner, liquid dish detergent, no rinse sanitizer and oven and grill cleaner products. The company is headquartered in Parsippany, NJ | Household/Personal Care | Corporate Officer/Principal | |
| Dresdner Kleinwort Wasserstein Group, Inc. | Corporate Officer/Principal | ||
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Graduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree | |
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS). | Investment Managers | Analyst-Equity | |
| University of Iowa | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Brasile | 4 |
| Francia | 2 |
Settori
| Consumer Services | 26 |
| Finance | 20 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Consumer Non-Durables | 2 |
Posizioni
| Analyst-Equity | 91 |
| Portfolio Manager-Equities | 73 |
| Undergraduate Degree | 66 |
| Corporate Officer/Principal | 35 |
| Masters Business Admin | 31 |
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