Provenienza dei contatti di primo grado di Dave Samuel Shapiro
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Tulane University (Louisiana)
134
| College/University | Other Consumer Services | 134 |
Aegis Financial Corp.
 Aegis Financial Corp. Investment ManagersFinance Aegis Financial Corp. (Aegis Financial) is an independent, SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded in 1994 and formerly known as Berno, Gambal & Barbee, Inc. Aegis Financial offers institutional and private client investment management services through separately managed accounts.
3
| Private Company | Investment Managers | 3 |
Vanshap Capital LLC
 Vanshap Capital LLC Investment ManagersFinance Vanshap Capital LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Arlington, Virginia. The firm was founded by Evan Vanderveer and Dave Shapiro in 2012. Vanshap Capital provides investment management services to investors through its clients, pooled investment vehicles.
2
| Private Company | Investment Managers | 2 |
BGB Securities, Inc.
 BGB Securities, Inc. Investment Banks/BrokersFinance Founded in 1999, BGB Securities, Inc. is a broker/dealer located in Arlington, Virginia. They are a subsidiary of Aegis Financial Corp. and their ultimate parent is Vesta Insurance Group, Inc. (OTC: VTAIQ.PK). The firm clears equity transactions through National Financial, a subsidiary of Fidelity Investments Company. BGB securities in a member of FINRA and the SIPC. BGB Securities specializes in researching inefficiently priced securities that are misunderstood or insufficiently covered by the marketplace. As contrarians, they seek to identify investments that are temporarily out of favor. The firm seeks to identify mispriced assets that are capable of producing significant future cash flows and looks for near term catalysts that may cause intrinsic values to be realized. BGB Securities favors companies trading at discounted levels with tangible assets that can be readily valued within a margin of safety. They also seek to identify mispriced companies with competitive advantages that allow for sustainable profit margins. The firm focuses on special situations across industries, favoring a fundamental-driven, analytical approach. BGB securities' research focuses on the following sectors: housing finance, homebuilders, REITs, consumer and diversified. In addition to executing equity trades for their clients, BGB Securities also assists clients with trades in a select number of fixed-income products.
1
| Extinct | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dave Samuel Shapiro tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
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 Private Equity Analyst | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Brown Capital Management LLC
 Brown Capital Management LLC Investment ManagersFinance Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Professional Advisory Services, Inc.
 Professional Advisory Services, Inc. Investment ManagersFinance Professional Advisory Services, Inc. (PASI) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Vero Beach, Florida. The firm was co-founded by Kenneth M. Ligon II and Ronald J. Jaffe in 1977. PASI’s clients are individuals with personal custodial accounts, trusts, and individual retirement accounts (IRAs). They also invest for a number of corporate clients who have pension, profit-sharing, and 401(k) plans. Additionally, the firm invests for charities and business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity 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 | Market Strategist Analyst-Equity | |
| JPMORGAN CHASE & CO. | Major Banks | 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 | Corporate Officer/Principal Corporate Officer/Principal | |
Palisades Hudson Asset Management LP
 Palisades Hudson Asset Management LP Investment ManagersFinance Palisades Hudson Asset Management LP (Palisades Hudson) is a SEC-registered investment advisor and wealth management firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1997 by Larry Elkin and principally owned by Larry M. Elkin Living Trust. Palisades Hudson provides investment advice to individuals, Limited Partnerships and Limited Liability Companies, pension and profit-sharing plans, trusts and estates, corporations or business entities, and private investment funds. | Investment Managers | Investment Committee Member | |
Harbor Island Development Corp.
 Harbor Island Development Corp. Apparel/Footwear RetailRetail Trade Harbor Island Development Corp. engages in the retail and marketing of beach and island resort apparels. The company was founded on March 19, 2010 and is headquartered in Opa Locka, FL. | Apparel/Footwear Retail | Director of Finance/CFO | |
| TURTLE BEACH CORPORATION | Electronics/Appliances | Director/Board Member | |
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 | Masters Business Admin Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Doctorate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Doctorate Degree Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
Johnson Rice & Co. LLC
 Johnson Rice & Co. LLC Investment Banks/BrokersFinance Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors | Investment Banks/Brokers | Analyst-Equity Institutional Sales Institutional Sales | |
Kroll LLC
 Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Capital One Securities, Inc.
 Capital One Securities, Inc. Investment Banks/BrokersFinance Founded in 1990, Capital One Southcoast, Inc., formerly Hibernia Southcoast Capital, is a full-service investment banking firm and broker/dealer located in New Orleans, Louisiana with an additional office in Houston, Texas. The firm is a subsidiary of Capital One Financial Corp. (NYSE: COF). They are provide corporate finance, equity research, institutional equity sales and trading services to private and mid-market public companies. The firm offers broad coverage of over 1,000 domestic and foreign institutional accounts for mutual funds, pension funds, hedge funds, insurance firms and other institutional investors. Capital One Southcoast's analysts provide coverage across the energy sector including energy infrastructure, oilfield services and oil & gas exploration and production. | Investment Banks/Brokers | Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity | |
| Louisiana State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
BURKENROAD REPORTS
 BURKENROAD REPORTS Investment Banks/BrokersFinance Burkenroad Reports provides Research. The company was founded by Peter F. Ricchiuti in 1993 and is headquartered in New Orleans, LA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| A.B. Freeman School of Business | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| Texas A&M University | College/University | Undergraduate Degree Graduate Degree | |
| Universidad de Los Andes | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Coker & Palmer, Inc.
 Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
IBERIA Capital Partners LLC
 IBERIA Capital Partners LLC Investment Banks/BrokersFinance Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| University of California, Davis | College/University | Masters Business Admin Undergraduate Degree | |
| Business Council of New Orleans & the River Region | Corporate Officer/Principal Chairman | ||
New Orleans Chamber of Commerce
 New Orleans Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The New Orleans Chamber of Commerce is an organization that helps businesses and individuals in the LA area find each other. The non-profit company is based in New Orleans, LA. The company's website offers local deals and serves as a directory for members and businesses. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
American Medical Group Association
 American Medical Group Association Medical/Nursing ServicesHealth Services American Medical Group Association (AMGA) is a trade association that represents multispecialty medical groups and integrated systems of care. The non-profit company is based in Alexandria, VA and has subsidiaries in the United States. The company provides learning vehicles for sharing healthcare best practices in managing patients with chronic diseases. AMGA advocates, educates, innovates, and empowers its members to transform healthcare in the United States. The company was founded in 1950, and the CEO is Jerry Penso. | Medical/Nursing Services | Corporate Officer/Principal Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Gemshelf, Inc.
 Gemshelf, Inc. Packaged SoftwareTechnology Services Gemshelf, Inc. operates as a software services company that works at the intersection of information problems and software solutions. It offers GemShelf, a centralized knowledge base for all content, including documents, videos, Web links, articles, photos, books, and directories of people and organizations. The company was founded by Sedarius Tekara Perrotta and Colin Kennedy in 2014 and is headquartered in Stamford, CT. | Packaged Software | Consultant / Advisor | |
Kickstarter, PBC
 Kickstarter, PBC Miscellaneous Commercial ServicesCommercial Services Kickstarter, PBC offers tools to raise funds for various community projects through crowd funding resources. It focuses on arts, comics, design, film, games, music, and publishing. The company was founded by Perry Chen, Charles Adler, and Yancey Strickler on April 28, 2009 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Five Four Ventures LLC
 Five Four Ventures LLC Investment ManagersFinance Five Four Ventures LLC (Five Four Ventures) is a venture capital & incubator firm founded by David Birnbaum and Matthew Cavnar. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
ShopKeep, Inc.
 ShopKeep, Inc. Packaged SoftwareTechnology Services ShopKeep, Inc. engages in the provision of cloud commerce platform. It offers POS software, POS hardware, e-commerce, payment processing, capital, and invoices. The company was founded by David Olk, Jason Richelson, and Amy Bennett in 2008 and is headquartered in New York, NY. | Packaged Software | Founder | |
Junction Venture Partners
 Junction Venture Partners Investment ManagersFinance Junction Venture Partners (Junction Venture Partners) is a venture capital firm founded in 2021 by David Olk & David Birnbaum. The firm is headquartered in New York. | Investment Managers | Founder | |
Voray, Inc.
 Voray, Inc. Internet Software/ServicesTechnology Services Voray, Inc. provides professional relationship development services through online platform. The company was founded by David Olk and Gavin Myers and is headquartered in Newyork, NY. | Internet Software/Services | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Colombia | 2 |
Settori
| Finance | 26 |
| Consumer Services | 14 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Retail Trade | 2 |
Posizioni
| Corporate Officer/Principal | 148 |
| Director/Board Member | 114 |
| Undergraduate Degree | 96 |
| Analyst-Equity | 74 |
| Masters Business Admin | 56 |
Contatti più connessi
| Insiders | |
|---|---|
| Scott Cowen | 26 |
| María Lorena Gutiérrez Botero | 23 |
| John Koerner | 22 |
| David Lawler | 21 |
| J. Kent Friedman | 19 |
| Michael Livaudais LeBourgeois | 18 |
| Peng Hui Chen | 17 |
| Dan Collin | 15 |
| Scott M. Pinsonnault | 14 |
| Zak Schwarzman | 11 |
| Ronald Bookbinder | 11 |
| Murray Arenson | 10 |
| Karen Howland | 10 |
| Aarthi Sivanandh | 10 |
| David Olk | 9 |
- Borsa valori
- Insiders
- Dave Samuel Shapiro
- Connessioni Società
