David Rex Fleer
Fondatore presso Bristlecone Value Partners LLC
Provenienza dei contatti di primo grado di David Rex Fleer
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.
39
| Extinct | Investment Managers | 39 |
Bristlecone Value Partners LLC
 Bristlecone Value Partners LLC Investment ManagersFinance Bristlecone Value Partners LLC (Bristlecone) is an independent wealth manager headquartered in Los Angeles, California. The firm was founded by David Fleer and Jean-Luc Nouzille in 2004. Bristlecone manages assets for private investors and families.
7
| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Rex Fleer tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| THE INDIA FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Secretary | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Palisade Capital Management LP
 Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Investment Managers | Director of Research - Equity Analyst-Equity | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Iridian Asset Management LLC
 Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| WORLD WRESTLING ENTERTAINMENT, INC. | Movies/Entertainment | Director of Finance/CFO | |
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Investment Managers | Portfolio Manager-Equities | |
Rothschild & Co. Asset Management US, Inc.
 Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. | Investment Managers | Investment Committee Member Corporate Officer/Principal | |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | General Counsel Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree | |
Moda Operandi, Inc.
 Moda Operandi, Inc. Apparel/Footwear RetailRetail Trade Moda Operandi, Inc. operates as an online retailer. The firm produces virtual trunk shows featuring ready-to-wear styles, shoes, handbags, jewelry, and accessories. It runs online designer trunkshows for customers to preorder products. The company was founded by Aslaug Magnufdottir and Lauren Santo Domingo in 2011 and is headquartered in New York, NY. | Apparel/Footwear Retail | Director of Finance/CFO | |
Greenhouse Software, Inc.
 Greenhouse Software, Inc. Packaged SoftwareTechnology Services Greenhouse Software, Inc. engages in the provision of recruiting software solutions. It offers inclusion, onboarding, CRM, events app, and product tiers. The company was founded by Daniel H. Chait and Jonathan K. Stross in 2012 and is headquartered in New York, NY. | Packaged Software | Director of Finance/CFO | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | 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 | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity President Analyst-Fixed Income Head-Fixed Income Invts Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity President Analyst-Equity | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| SIRIUS XM HOLDINGS INC. | Broadcasting | Director/Board Member | |
Manhattan Institute For Policy Research, Inc.
 Manhattan Institute For Policy Research, Inc. Miscellaneous Commercial ServicesCommercial Services Manhattan Institute For Policy Research, Inc. develops and disseminate new ideas for greater economic choice and individual responsibility. It focuses on economic growth, education, energy and environment, health care, legal reform, public sector, race and urban policy. The company was founded by Antony Fisher and William J. Casey in 1977 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Translation Enterprises, Inc.
 Translation Enterprises, Inc. Real Estate DevelopmentFinance Translation Enterprises, Inc. provides entertainment platform services. It allows the musicians an alternative choice to exploitative report label offers by distributing their music throughout the web from Spotify to YouTube to SoundCloud. The company was founded on February 14, 2005 and is headquartered in New York, NY. | Real Estate Development | Director of Finance/CFO | |
| ENDEAVOR GROUP HOLDINGS, INC. | Media Conglomerates | Director/Board Member | |
Cornerstone OnDemand Ltd.
 Cornerstone OnDemand Ltd. Personnel ServicesCommercial Services Cornerstone OnDemand Ltd. provides recruitment, training, management, and collaboration solutions for all business sizes. It is a global provider of comprehensive, integrated talent management solutions delivered as software-as-a-service. The firm enables organizations to meet the unique challenges that customers face in empowering their people to maximize the productivity of their human capital. The company was founded on November 8, 1999 by Adam L. Miller, Perry A. Wallack and Steven D. Seymour and is headquartered in London, the United Kingdom. | Personnel Services | Director/Board Member | |
Hebrides II Offshore Fund Ltd.
 Hebrides II Offshore Fund Ltd. Financial ConglomeratesFinance Part of Hebrides Capital Management LLC, Hebrides II Offshore Fund Ltd. provides investment services. The company is based in New York, NY. | Financial Conglomerates | Director/Board Member | |
Booksy, Inc.
 Booksy, Inc. Other Consumer ServicesConsumer Services Booksy, Inc. engages in the provision of a booking system for schedule appointments of health and beauty services. It offers booking services for hair salons, nail, and beauty salons; barbershops; eyebrows and lashes; massages; makeup artists; and day spas. The company was founded by Stefan Batory in 2013 and is headquartered in San Francisco, CA. | Other Consumer Services | Director of Finance/CFO | |
Sirius XM Radio, Inc.
 Sirius XM Radio, Inc. BroadcastingConsumer Services Sirius XM Radio, Inc. provides satellite radio services. It broadcasts music, sports, entertainment, comedy, news, and weather channels. The company is headquartered in New York, NY. | Broadcasting | Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Seton Hall University | College/University | Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Regno Unito | 3 |
| Isole Cayman | 2 |
Settori
| Finance | 20 |
| Consumer Services | 19 |
| Miscellaneous | 5 |
| Commercial Services | 4 |
| Retail Trade | 2 |
Posizioni
| Analyst-Equity | 61 |
| Portfolio Manager-Equities | 55 |
| Corporate Officer/Principal | 48 |
| Undergraduate Degree | 42 |
| Director/Board Member | 34 |
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