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DeWitt Loomis Alexandre
Gestore di Portafoglio-Azioni presso B. Riley Wealth Management, Inc. (Investment Management)
Provenienza dei contatti di primo grado di DeWitt Loomis Alexandre
Entità | Tipo di entità | Settore Industriale | |
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B. Riley Wealth Management, Inc. (Investment Management)
![]() B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance B. Riley Wealth Management, Inc. (Investment Management) (BRWM-IM) is the asset management division of B. Riley Wealth Management, Inc., a brokerage firm headquartered in Memphis, Tennessee. The firm was founded in 1996 as Wunderlich Securities, Inc. They are ultimately held by B. Riley Financial, Inc. (NASDAQ: RILY). BRWM-IM provides investment advisory services to individuals, high net worth individuals, pension plans, profit-sharing plans, 401(k) plans, wrap programs, trusts, estates, charitable organizations, corporations, and other business entities.
22
| Operating Division | Investment Managers | 22 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a DeWitt Loomis Alexandre tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Metropolitan Life Insurance Co.
![]() Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Multi-Line Insurance | Corporate Officer/Principal | |
Shearson Lehman Brothers Holdings, Inc.
![]() Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
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 | Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
![]() Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
First Securities USA, Inc. | Corporate Officer/Principal | ||
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | 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 | Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate 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 | Corporate Officer/Principal | |
Boston University | College/University | Masters Business Admin Undergraduate Degree | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
B. Riley Wealth Management, Inc.
![]() B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Director of Research - Equity | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Prudential Securities, Inc. (Michigan)
![]() Prudential Securities, Inc. (Michigan) Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Securities, Inc. (Michigan) is a company based in West Bloomfield, MI. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
CIBC World Markets Corp.
![]() CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal | |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Fairfield University | College/University | Undergraduate Degree | |
Laidlaw & Co. (UK) Ltd.
![]() Laidlaw & Co. (UK) Ltd. Investment Banks/BrokersFinance Part of Laidlaw Holdings Ltd., Laidlaw & Co. (UK) Ltd. is a British company that provides investment advice. The company is based in London, UK. The company was founded in 1842. Matthew D. Eitner has been the CEO of the company since 2010. | Investment Banks/Brokers | Corporate Officer/Principal | |
Citicorp Securities, Inc.
![]() Citicorp Securities, Inc. Investment Banks/BrokersFinance Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Prudential Insurance Company of America, Inc.
![]() The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Insurance Brokers/Services | Corporate Officer/Principal | |
Loeb Partners Corp.
![]() Loeb Partners Corp. Investment ManagersFinance Loeb Partners Corp. (Loeb) is a wealth management firm headquartered in New York City. The firm was founded in 1982 and is a subsidiary of Loeb Holding Corp. Loeb provides wealth management services to high net worth individual accounts, corporate funds, and pension plans. | Investment Managers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
State University of New York at Buffalo | College/University | Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Israele | 2 |
Regno Unito | 2 |
Settori
Finance | 40 |
Consumer Services | 8 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 101 |
Portfolio Manager-Equities | 39 |
Director/Board Member | 20 |
Undergraduate Degree | 14 |
Masters Business Admin | 9 |
Contatti più connessi
Insiders | |
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Gary Wunderlich | 30 |
Art Hogan | 13 |
Nicolay W. Del Salto | 11 |
Hal William Brown | 10 |
Jonathan Greene | 10 |
Gary Steven Brochin | 10 |
Eve Glatt | 10 |
Neil Douglas Block | 9 |
Jane Lang Fincher | 9 |
James Stephen Hart | 8 |
Maurice O. Onyuka | 8 |
Pamela Murray Bloodworth | 8 |
James Baroutas | 8 |
Rocio C. Harb | 7 |
Young-Ai Choi | 7 |
- Borsa valori
- Insiders
- DeWitt Loomis Alexandre
- Connessioni Società