David Lindstone
Portfolio Manager-Fixed Income presso Alcentra NY LLC
Provenienza dei contatti di primo grado di David Lindstone
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of California, Berkeley
145
| College/University | Other Consumer Services | 145 |
Alcentra NY LLC
 Alcentra NY LLC Investment ManagersFinance Alcentra NY LLC (Alcentra) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 and became a subsidiary of The Bank of New York Mellon Corp. in 2006. They were acquired by Franklin Resources, Inc. (NYSE: BEN) in 2022. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients, which include US registered investment companies, US private funds, other pooled investment vehicles and other institutions.
14
| Subsidiary | Investment Managers | 14 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Lindstone tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
The Trust Company of Oklahoma
 The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Investment Managers | Director of Research - Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | 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 | |
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 | Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Graduate Degree | |
ICV Partners LLC
 ICV Partners LLC Investment ManagersFinance ICV Partners LLC (ICV Partners) is a private equity subsidiary of ICV Professionals LLC founded in 1998 by Tarrus L. Richardson. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Analyst | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
DAFNA Capital Management LLC
 DAFNA Capital Management LLC Investment ManagersFinance DAFNA Capital Management LLC (DAFNA Capital) is a registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Nathan Fischel in1999 and is a subsidiary of DAFNA Holdings LP. DAFNA Capital provides investment advisory services with respect to one or more private investment funds. | Investment Managers | Analyst-Equity | |
| Indiana University | College/University | Graduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Private Equity Investor | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Alcentra Ltd.
 Alcentra Ltd. Investment ManagersFinance Alcentra Ltd. is an asset management headquartered in London. UK. The firm was founded in 2002 and is a subsidiary of Alcentra Asset Management Ltd., which, in turn, is an indirect, wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Alcentra provides discretionary and non-discretionary investment advisory services to institutional clients in the form of separate accounts, pooled investment vehicles, and to other investment advisers through sub-advisory agreements. | Investment Managers | Chief Executive Officer Analyst-Fixed Income Chief Executive Officer | |
| The World Bank | Supranational | Director of Finance/CFO Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Santa Clara University | College/University | Undergraduate Degree Masters Business Admin | |
| MIT Sloan School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | 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 Corporate Officer/Principal | |
| University of Washington Law School | College/University | Undergraduate Degree | |
| McDonough School of Business | College/University | Masters Business Admin | |
RUBICON Technology Partners LLC
 RUBICON Technology Partners LLC Investment ManagersFinance Rubicon Technology Partners LLC (Rubicon Technology) is an independent private equity firm founded in 2013 by Andy S. Gesell, Steve Carpenter and John C. Hodge. The firm is headquartered in Boulder. | Investment Managers | Private Equity Investor | |
InCloud LLC
 InCloud LLC Packaged SoftwareTechnology Services InCloud LLC provides technology enabled legal services. It manages and processes high volume, repetitive legal documents for large enterprises. The company was founded by Troy Pospisil, Ben Levi and Lane Lillquist in 2011 and is headquartered in San Francisco, CA. | Packaged Software | Corporate Officer/Principal | |
Conrad N. Hilton Foundation (Investment Management)
 Conrad N. Hilton Foundation (Investment Management) Investment ManagersFinance Conrad N. Hilton Foundation (Investment Management) (The Foundation) is the investment management division of The Conrad N. Hilton Foundation, a family foundation headquartered in Westlake Village, California. The firm was founded in 1944 by the man who started Hilton Hotels. The Foundation provides funds to non-profit organizations working to improve the lives of disadvantaged and vulnerable people throughout the world. | Investment Managers | Analyst-Equity | |
| NVC INTERNATIONAL HOLDINGS LIMITED | Electrical Products | Director/Board Member | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
CenterGate Capital LP
 CenterGate Capital LP Investment ManagersFinance CenterGate Capital LP (CenterGate Capital) is a private equity firm founded in 2014 by Stenning Schueppert. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
Dorm Room Fund
 Dorm Room Fund Investment ManagersFinance Dorm Room Fund makes investments in college-bound startups in Philadelphia, focusing primarily on Penn and Drexel. The fund targets companies operating in the fields of technology services. It provides financing for seed stage capital requirements. | Investment Managers | Private Equity Investor | |
Moody's Corp. Research
 Moody's Corp. Research Investment ManagersFinance Moody's Corp. Research is an investment research firm located in New York City. | Investment Managers | Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Learn Capital LLC
 Learn Capital LLC Investment ManagersFinance Learn Capital LLC (Learn Capital) is a venture capital firm founded in 1999 by Greg Mauro. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
Biofourmis Singapore Pte Ltd.
 Biofourmis Singapore Pte Ltd. Packaged SoftwareTechnology Services Biofourmis Singapore Pte Ltd. engages in the development and delivery of clinically validated software-based therapeutics products. It focuses on robust digital therapeutics products and pipeline which covers multiple therapeutic areas including heart failure, acute coronary syndrome, COPD, and chronic pain. It offers solutions for healthcare systems, pharmaceuticals, prayers, and healthcare providers. The company was founded in 2015 by Kuldeep Singh Rajput and Wendou Niu and is headquartered in Singapore. | Packaged Software | Director/Board Member | |
The House Fund LLC
 The House Fund LLC Investment ManagersFinance The House Fund LLC (House Fund) is a venture capital firm founded in 2015 by Jeremy Fiance. The firm is headquartered in Berkeley, California. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 37 |
| Regno Unito | 2 |
| Cina | 2 |
| Singapore | 2 |
Settori
| Finance | 21 |
| Consumer Services | 16 |
| Technology Services | 3 |
| Government | 2 |
| Producer Manufacturing | 2 |
Posizioni
| Undergraduate Degree | 94 |
| Director/Board Member | 79 |
| Corporate Officer/Principal | 68 |
| Private Equity Investor | 57 |
| Analyst-Equity | 43 |
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