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Provenienza dei contatti di primo grado di Ed Youmell
Entità | Tipo di entità | Settore Industriale | |
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MML Investors Services LLC
![]() MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans.
12
| Subsidiary | Investment Managers | 12 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ed Youmell tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Massachusetts Mutual Life Insurance Co.
![]() Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
Barings LLC
![]() Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | President Portfolio Manager-Fixed Income | |
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)
![]() Massachusetts Mutual Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Independent Financial Group LLC
![]() Independent Financial Group LLC Investment Banks/BrokersFinance Founded in 2003 by Scott Heising, Independent Financial Group LLC an investment firm and broker/dealer is a broker/dealer located in San Diego, California. The firm offers personalized services to individuals and institutional investors through their team of independent financial professionals. The firm's representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs and stocks and bonds. Independent Financial Group offers no proprietary investment products. The firm processes direct business accounts held through major mutual funds and insurance companies, as well as, brokerage business through their clearing partner, Pershing LLC, a subsidiary of the Bank of New York. Independent Financial Group provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Babson College | College/University | President Masters Business Admin | |
Measured Risk Portfolios, Inc.
![]() Measured Risk Portfolios, Inc. Investment ManagersFinance Measured Risk Portfolios, Inc. (MRPI) is an independent, SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Lawrence D. Kriesmer and Bernard A. Surovsky in 2001. Prior to December 2015, the firm operated under the name of Kingsroad Financial Insurance Services Inc., dba Measured Risk Portfolios. MRPI provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, foundations, trusts, and US corporations, as well as other investment advisers. | Investment Managers | Chief Executive Officer Founder | |
Mustard Seed Financial LLC
![]() Mustard Seed Financial LLC Investment ManagersFinance Mustard Seed Financial LLC is a wealth management company that offers investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting services. The private company is based in Magnolia, AR. The company's website provides financial calculators, a video library, and useful websites and regulatory information. | Investment Managers | Corporate Officer/Principal | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity | |
University of Richmond | College/University | Undergraduate Degree | |
Monarch Financial Corp. of America
![]() Monarch Financial Corp. of America Investment Banks/BrokersFinance Founded in 1988, Monarch Financial Corp. of America is a full-service, registered, broker/dealer located in New York City. The firm is a member of the National Association of Securities Dealers, the Security Investors Protection Corporation and the Municipal Securities Rulemaking Board. They are a correspondent firm of First Clearing LLC, a subsidiary of Wachovia Corp. (NYSE: WB). Monarch Financial Corp. firm provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Equity Group, Inc.
![]() Equity Group, Inc. Investment ManagersFinance Equity Group, Inc. is an investor relations firm founded in 1974 with expertise in strategic communications, investment community outreach and relations, and market intelligence and advisory. The private company is based in New York, NY and has subsidiaries in the United States. The company specializes in comprehensive programs for micro-cap, small-cap, and mid-cap public companies in a range of industries. The company was founded in 1974 by Robert D. Goldstein. | Investment Managers | Corporate Officer/Principal | |
St. Anselm College | College/University | Undergraduate Degree | |
MMLISI Financial Alliances LLC
![]() MMLISI Financial Alliances LLC Investment Banks/BrokersFinance MMLISI Financial Alliances LLC provides banking and financial services. The company is headquartered in Springfield, MA. | Investment Banks/Brokers | Director/Board Member | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston College | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree | |
Nissay Wealth Life Insurance KK
![]() Nissay Wealth Life Insurance KK Life/Health InsuranceFinance Nippon Wealth Life Insurance Co., Ltd. engages in life insurance business that provides long-term care insurance, annuities, retirement plans, savings products and mutual funds to individual and institutional customers. It operates through a network of independent brokers and franchised agents. The company was founded in 1907 and is headquartered in Tokyo, Japan. | Life/Health Insurance | Corporate Officer/Principal | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Economist | |
Bryant University | College/University | Undergraduate Degree | |
Virtus Fixed Income Advisers LLC
![]() Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Trading-Fixed Income | |
Divine Capital Markets LLC
![]() Divine Capital Markets LLC Investment Banks/BrokersFinance Founded in 2001, Divine Capital Markets LLC is an independent, woman-owned full-service brokerage firm headquartered in New York City. The firm's clients include institutional fund managers, pension plan administrators, corporate treasurers, and accredited high net-worth individuals. Divine Capital Markets looks at relevant macroeconomic, industry and security fundamental and technical analysis and leveraged alternatives (convertible bonds, preferreds and covered calls) to provide long-term investment strategies. Their research philosophy is based on analyzing business cycles. The firm also focuses on emerging markets with a particular focus on Brazil, Russia, India and China. Divine Capital Markets is a member of the NASD and the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Bernardo Wealth Planning LLC
![]() Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Investment Managers | Compliance Officer | |
University of Redlands | College/University | Undergraduate Degree | |
Boise State University | College/University | Undergraduate Degree | |
University of Cape Town | College/University | Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
Desert Rose Capital Management, Inc.
![]() Desert Rose Capital Management, Inc. Investment ManagersFinance Desert Rose Capital Management, Inc. offers a unique investment approach that benefits advisors, clients, and institutions. The private company is based in Boise, ID. The company's options strategies aim to reduce risk while providing customized portfolio management. The company challenges the belief that assuming more risk is necessary to enjoy the market's upside potential. The company offers an integrated options portfolio (IOP) that aims to change this perception. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Singular Research
![]() Singular Research Investment ManagersFinance Singular Research is an independent research firm headquartered in Calabasas, California. Founded in 2004, the firm provides research on micro and small-cap companies, particularly those that are emerging, undervalued, and undercovered. | Investment Managers | Analyst-Equity | |
Deutsche AM Service Co.
![]() Deutsche AM Service Co. Financial ConglomeratesFinance Deutsche AM Service Co provides fund management services. The company was founded on December 7, 1988 and is headquartered in Kansas, MO. | Financial Conglomerates | Corporate Officer/Principal | |
BNY Mellon Investment Adviser, Inc.
![]() BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Reebok International Ltd.
![]() Reebok International Ltd. Apparel/FootwearConsumer Non-Durables Reebok International Ltd. designs and manufactures apparel, shoes and sports related products. It markets and distributes sportswear and accessories under the Reebok, Rockport, CCM, Jofa, Koho and Greg Norman brands. The company was founded in 1958 and is headquartered in Canton, MA. | Apparel/Footwear | Director/Board Member | |
Investment Company Institute
![]() Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member | |
Thompson Davis & Co., Inc.
![]() Thompson Davis & Co., Inc. Investment Banks/BrokersFinance Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate. | Investment Banks/Brokers | Director of Research - Equity | |
MM Asset Management Holding LLC
![]() MM Asset Management Holding LLC Investment ManagersFinance MM Asset Management Holding LLC provides investment solutions. The company is headquartered in Springfield, MA. | Investment Managers | Director/Board Member | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Director/Board Member | |
Oppenheimer Acquisition Corp.
![]() Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY. | Finance/Rental/Leasing | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Giappone | 2 |
Sud Africa | 2 |
Settori
Finance | 31 |
Consumer Services | 12 |
Miscellaneous | 6 |
Retail Trade | 2 |
Consumer Non-Durables | 2 |
Posizioni
Corporate Officer/Principal | 27 |
Director/Board Member | 11 |
Undergraduate Degree | 11 |
President | 9 |
Analyst-Equity | 7 |
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