Daniel Enrique Ortega Ramirez
Analista-Rendimento Fisso presso Frost Investment Advisors LLC
Provenienza dei contatti di primo grado di Daniel Enrique Ortega Ramirez
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.
36
| Subsidiary | Investment Managers | 36 |
Trinity University
16
| College/University | Other Consumer Services | 16 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel Enrique Ortega Ramirez tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
HarbourVest Partners LLC
 HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
USAA Investment Services Co.
 USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity | |
Capital Institutional Services, Inc.
 Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Institutional Sales | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Valley Healthcare Systems LP
 Columbia Valley Healthcare Systems LP Hospital/Nursing ManagementHealth Services Columbia Valley Healthcare Systems LP provides health care services. The firm offers allergy, angiography, cornea transplant, hematology, gynecology immunology, cardiology, and endocrinology services. The company was founded in 1975 and is headquartered in Brownsville, TX. | Hospital/Nursing Management | Chief Operating Officer | |
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 Masters Business Admin | |
| Vanderbilt University | College/University | Graduate Degree | |
H. C. Wainwright & Co. LLC
 H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Frontenac Co. LLC
 Frontenac Co. LLC Investment ManagersFinance Frontenac Co. LLC (Frontenac) is a private equity firm founded in 1971. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
| Rice University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harris Williams & Co.
 Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| ARAMCO | Integrated Oil | Corporate Officer/Principal | |
European Privatization & Investment Corp. GmbH
 European Privatization & Investment Corp. GmbH Investment Banks/BrokersFinance European Privatization & Investment Corp. GmbH provides financial advisory services. It specializes in merger and acquisitions and investment transactions. The company was founded by Peter Goldscheider and Gustav Wurmböck in 1989 and is headquartered in Vienna, Austria. | Investment Banks/Brokers | Director of Research - Equity | |
Angeles Investment Advisors LLC
 Angeles Investment Advisors LLC Investment ManagersFinance Angeles Investment Advisors LLC (Angeles) is an independent multi-asset investment firm headquartered in Santa Monica, California. The firm was founded in 2001 by Leslie Kautz, Michael Rosen and Howard Perlow. Angeles builds customized portfolios for institutional and private wealth investors. | Investment Managers | Corporate Officer/Principal | |
| Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
| Creighton University | College/University | Graduate 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 | |
| Texas A&M University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin | |
| Texas State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Edward's University | College/University | Undergraduate Degree | |
| St. Mary's University | College/University | Masters Business Admin | |
| Saint Mary's University | College/University | Graduate Degree Masters Business Admin | |
American College of Healthcare Executives
 American College of Healthcare Executives Miscellaneous Commercial ServicesCommercial Services American College of Healthcare Executives operates as a professional society of healthcare executives. The company was founded in 1933 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The O'Neil Group Co. LLC
 The O'Neil Group Co. LLC Financial ConglomeratesFinance The O'Neil Group Co. LLC engages in the acquisition of businesses and real estate. It focuses on commercial and multi-family real estate industries. The company was founded by Kevin O'Neil in 2008 and is headquartered in Colorado Springs, CO. | Financial Conglomerates | Chief Investment Officer | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal | |
AH Capital Management LLC
 AH Capital Management LLC Investment ManagersFinance AH Capital Management LLC (AH Capital Management) is a venture capital firm founded in 2009 by Marc Lowell Andreessen and Ben A. Horowitz. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Wells Fargo Private Client Services
 Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Investment Managers | Market Strategist | |
Credit Value Partners LLC
 Credit Value Partners LLC Investment ManagersFinance Credit Value Partners LP (CVP) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded within Credit Suisse in June 2010 and began operating as an independent firm in October 2010. In 2016, the firm was acquired by CVP Holdings LLC, ultimately owned by Pollard Family Investments LLC. CVP provides discretionary investment management services to unregistered pooled investment vehicles, private funds, and separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
| PRINCIPAL SOLAR, INC. | Electric Utilities | Chief Operating Officer | |
Valesco Industries, Inc.
 Valesco Industries, Inc. Investment ManagersFinance Valesco Industries Inc (Valesco Industries) is a private equity firm founded in 1993 by Jack Sadden. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
JMC Investment LLC
 JMC Investment LLC Investment ManagersFinance JMC Investment LLC (JMC Investment) is a private equity firm founded in 2012 by Jean-Marie Painvin that serves as the direct equity investment arm of the JMC Family Office. The firm is headquartered in New York, along with an additional office in France. | Investment Managers | Private Equity Analyst | |
Argent Trust Co. (Tennessee)
 Argent Trust Co. (Tennessee) Investment ManagersFinance Argent Trust Co. is a trust management firm headquartered in Nashville, Tennessee. The firm became a flagship subsidiary of Argent Holdings, Inc. in 2009. Argent Trust serves individuals, families, businesses, and institutions to ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary services. | Investment Managers | Market Strategist | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| University of Texas at San Antonio | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia School of International & Public Affairs | College/University | Graduate Degree | |
| AL OMRA | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Svizzera | 2 |
| Arabia Saudita | 2 |
| Austria | 2 |
| Canada | 2 |
Settori
| Finance | 26 |
| Consumer Services | 19 |
| Health Services | 2 |
| Energy Minerals | 2 |
| Commercial Services | 2 |
Posizioni
| Undergraduate Degree | 51 |
| Analyst-Equity | 34 |
| Corporate Officer/Principal | 27 |
| Portfolio Manager-Equities | 26 |
| Masters Business Admin | 15 |
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