Provenienza dei contatti di primo grado di Gene E. Baxter
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
287
| Subsidiary | Investment Managers | 287 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Gene E. Baxter tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
| United States Naval Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree 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 Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree Doctorate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Georgia | College/University | Masters Business Admin Undergraduate Degree | |
Circle Internet Financial Ltd.
 Circle Internet Financial Ltd. Packaged SoftwareTechnology Services Circle Internet Financial Ltd. engages in the provision of digital currency and transforming services. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in 2013 and is headquartered in Dublin, Ireland. | Packaged Software | Director/Board Member | |
| THOUGHTWORKS HOLDING, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Nu Pagamentos SA
 Nu Pagamentos SA Regional BanksFinance Nu Pagamentos SA provides payment solutions. It offers online account and credit card services. The company was founded by David Velez Osorno, Cristina Helena Zingaretti Junqueira, and Edward Wible on May 15, 2013 and is headquartered in Sao Paulo, Brazil. | Regional Banks | Director/Board Member | |
Citigroup North America, Inc.
 Citigroup North America, Inc. Regional BanksFinance Citigroup North America, Inc. provides banking services. It also provides personal credit services. The company was founded in 2011 and is headquartered in Hartford, CT. | Regional Banks | Corporate Officer/Principal | |
| Khosla Ventures Spac Sponsor II LLC | Director/Board Member | ||
JumpCloud, Inc.
 JumpCloud, Inc. Packaged SoftwareTechnology Services JumpCloud, Inc. manages and connects user identities to their systems, applications, data, and networks securely. It provides access to cloud and on-prem resources such as Office 365, G Suite, AWS cloud servers, Salesforce, and Jira among thousands of others. The firm also offers replace active directory, manage cloud users, device management, password complexity, connecting Saas Apps and replaceLDAP solutions. The company was founded by Rajat Bhargava, Christopher Marie, David Campbell and K. C. Berg in 2012 and is headquartered in Boulder, CO. | Packaged Software | Director/Board Member | |
NEA Management Co. LLC
 NEA Management Co. LLC Investment ManagersFinance New Enterprise Associates LLC (New Enterprise Associates) is a venture capital firm founded in 1977. The firm headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Kayne Anderson Capital Advisors LP (Growth Private Equity)
 Kayne Anderson Capital Advisors LP (Growth Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Analyst | |
Circle Internet Financial LLC
 Circle Internet Financial LLC Packaged SoftwareTechnology Services Part of Circle Internet Financial Ltd., Circle Internet Financial LLC is a company that is evolving finance with USDC, a new kind of digital currency. The company is based in Boston, MA. The company empowers businesses to move money in ways never thought possible. The company was founded in 2013 by Patrick Sean Neville, Jeremy J. Allaire. Jeremy J. Allaire has been the CEO since 2013. | Packaged Software | Director/Board Member | |
| Worcester Polytechnic Institute | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Portfolio Manager-Equities | |
Jewish Community Relations Council of New York, Inc.
 Jewish Community Relations Council of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Jewish Community Relations Council of New York, Inc. is a non-profit organization, which engages in advocating and ensuring the rights, interests, and values of the New York Jewish community. The company was founded in 1976 and is headquartered in New York, NY. | Miscellaneous Commercial Services | President | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| Bryant University | College/University | Masters Business Admin | |
New Harbor Financial Group LLC
 New Harbor Financial Group LLC Investment ManagersFinance New Harbor Financial Group LLC (New Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Worcester, Massachusetts. The firm was founded by Mike Preston and John Llodra in 2005. New Harbor provides risk-managed investing and financial guidance to individuals, families and institutions. | Investment Managers | Founder | |
Reaper Topco Ltd.
 Reaper Topco Ltd. Miscellaneous Commercial ServicesCommercial Services Reaper Topco Ltd. is a British company that provides other business services. The company is based in St. Helier, UK and was founded in 2021. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Irlanda | 2 |
| Brasile | 2 |
| Regno Unito | 2 |
Settori
| Finance | 25 |
| Consumer Services | 20 |
| Technology Services | 4 |
| Commercial Services | 4 |
Posizioni
| Corporate Officer/Principal | 176 |
| Director/Board Member | 93 |
| Undergraduate Degree | 84 |
| Portfolio Manager-Equities | 46 |
| Masters Business Admin | 27 |
Contatti più connessi
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Alan Bowser | 24 |
| Andy Morse | 16 |
| Christopher John Sylvester | 13 |
| Wes Karger | 11 |
| Himanshu Shah | 10 |
| Daniel F. Davis | 10 |
| Michael Mascis | 9 |
| Jim G. Ramsey | 8 |
| Pace Roy Kessenich | 8 |
| Michael Giordano | 8 |
| Tracy Ellen Calder | 8 |
| Marten Sybren Hoekstra | 8 |
| Bob Mulholland | 7 |
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- Insiders
- Gene E. Baxter
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