Jake Roberts
Direttore della Ricerca - Azioni presso Tudor, Pickering, Holt & Co. Securities LLC
Provenienza dei contatti di primo grado di Jake Roberts
Entità | Tipo di entità | Settore Industriale | |
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Tudor, Pickering, Holt & Co. Securities LLC
Tudor, Pickering, Holt & Co. Securities LLC Investment Banks/BrokersFinance Tudor, Pickering, Holt & Co. Securities LLC (TPH) is a broker/dealer headquartered in Houston, Texas. The firm was founded in 2007 by Robert Tudor III. They are a subsidiary of Perella Weinberg Partners Group LP, which is ultimately owned by Perella Weinberg Partners (NASDAQ: PWP). TPH provides a full array of trading and execution services for their institutional and corporate clients in the energy sector. They focus on the upstream, midstream and oilfield service sectors.
25
| Subsidiary | Investment Banks/Brokers | 25 |
California State University-East Bay
11
| College/University | Other Consumer Services | 11 |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.
4
| College/University | Other Consumer Services | 4 |
West Texas A&M University
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jake Roberts tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Head of Government 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 Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Utah | College/University | Director/Board Member Graduate Degree | |
Rice University | College/University | Undergraduate Degree Undergraduate Degree | |
Tudor, Pickering, Holt & Co. LLC
Tudor, Pickering, Holt & Co. LLC Miscellaneous Commercial ServicesCommercial Services Tudor, Pickering, Holt & Co. LLC provides investment banking services. The company was founded in 2007 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Chairman Chief Executive Officer | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
Colorado State University | College/University | Undergraduate Degree Graduate Degree | |
Humboldt State University | College/University | Undergraduate Degree | |
Grant MacEwan University | College/University | 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 | |
Raymond James Ltd. (Broker)
Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Covidien Holding, Inc.
Covidien Holding, Inc. Medical SpecialtiesHealth Technology Covidien Holding, Inc. manufactures and supplies healthcare products for use in clinical and home settings. It offers medical devices, pharmaceuticals and medical supplies to hospitals, long-term care and alternate care facilities, doctors’ offices and in the home. The company is headquartered in Minneapolis, MN. | Medical Specialties | Corporate Officer/Principal | |
Bacchus Vascular, Inc.
Bacchus Vascular, Inc. Medical SpecialtiesHealth Technology Bacchus Vascular, Inc. manufactures and sells medical devices. It provides treatments for peripheral vascular diseases. The company was founded by Nellix Michael and Thomas J. Fogarthy in 1999 and is headquartered in Santa Clara, CA. | Medical Specialties | Corporate Officer/Principal | |
West Partners LLC
West Partners LLC Investment ManagersFinance West Partners LLC (West Partners) is a private equity, a subsidiary of West Family founded in 2007 by Gary L. West. The firm is headquartered in Carlsbad, California. | Investment Managers | Private Equity Investor | |
SEMLER SCIENTIFIC, INC. | Medical Specialties | Director of Finance/CFO | |
VI Capital Management LLC
VI Capital Management LLC Investment ManagersFinance VI Capital Management LLC provides investment advice. The private company is based in Newman Lake, WA. The company was founded in 2008 by David William Pointer. | Investment Managers | Analyst-Equity | |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity | |
Motive Capital Management LLC
Motive Capital Management LLC Investment ManagersFinance Motive Capital Management LLC (Motive Partner) is a private equity/venture capital firm founded in 2016 by Rob Heyvaert, Mike Hayford and Stephen C. Daffron. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Tipping Point Communications, Inc.
Tipping Point Communications, Inc. Miscellaneous Commercial ServicesCommercial Services Tipping Point Communications, Inc. is an American company that helps brands create powerful and memorable stories. The private company believes that when passion and precision come together, brands can ignite and leave a lasting impact. | Miscellaneous Commercial Services | Director/Board Member | |
Capchase, Inc.
Capchase, Inc. Internet Software/ServicesTechnology Services Capchase, Inc. operates as an online platform for getting cash from accounts receivable. The company was founded by Miguel Fernández Larrea, Luis Basagoiti Marqués, Przemek Gotfryd and Ignacio Moreno Pubul and is headquartered in Cambridge, MA. | Internet Software/Services | Director/Board Member | |
SciFi VC
SciFi VC Investment ManagersFinance SciFi VC (SciFi) is a venture capital firm founded in 2010 by Max R. Levchin. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Upward Labs Holdings, Inc.
Upward Labs Holdings, Inc. Medical/Nursing ServicesHealth Services Upward Labs Holdings, Inc. provides solutions to healthcare problems. It offers information about their diet and weight and also on the science of womanhood. The company was founded by Ryan Ye, Max R. Levchin, Kevin Ho, Mike Huang and Christopher Martinez in May 2013 and is headquartered in San Francisco, CA. | Medical/Nursing Services | Director/Board Member | |
Artivest Holdings, Inc.
Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
University of Alberta | College/University | Undergraduate Degree | |
Point72 Asset Management LP
Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity | |
North Carolina State University | College/University | Undergraduate Degree | |
Hirotec México SA de CV | Chief Executive Officer | ||
ActiveScaler, Inc.
ActiveScaler, Inc. Packaged SoftwareTechnology Services ActiveScaler, Inc. develops software for fleet operators. It offers AI-powered fleet management, ActiveScaler environment, in-motion platform and IMBOT. The company was founded by Abhay Jain and Paul Gulati in 2012 and is headquartered in Milpitas, CA. | Packaged Software | Director/Board Member | |
Sumitomo Corporation of Americas
Sumitomo Corporation of Americas Miscellaneous Commercial ServicesCommercial Services Sumitomo Corp. of Americas provides trading and investment services. Its services include distribution, project management, supply chain management, technology transfer, trade and logistics transport. The firm serves in the area of oil and gas, infrastructure, life style and consumer and natural resources. The company was founded in 1952 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
De Anza College | College/University | Undergraduate Degree | |
TriplePoint Capital LLC
TriplePoint Capital LLC Investment ManagersFinance TriplePoint Capital LLC (Triplepoint Capital) is a global specialty debt financing firm founded in 1987 by Jim Labe. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
University of Denver | College/University | Masters Business Admin | |
Emory University | College/University | Undergraduate Degree | |
Energy Aspects Corp.
Energy Aspects Corp. Investment ManagersFinance Energy Aspects Corp. is a private company that provides data and intelligence for energy commodity and macro markets. The company is based in New York, NY. The company offers analysis, forecasts, and data for various energy sources such as crude oil, oil products, LPG & NGLs, natural gas, LNG, emissions, and the energy transition. | Investment Managers | Analyst-Equity | |
Clarity Financial LLC
Clarity Financial LLC Investment ManagersFinance Clarity Financial LLC (dba RIA Advisors) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Connie Mack in 2009. RIA Advisors provides money management and financial planning services to individuals, families and business clients. | Investment Managers | Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree | |
CCID CONSULTING COMPANY LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
Central Washington University | College/University | Undergraduate Degree | |
Intersect Capital LLC
Intersect Capital LLC Investment ManagersFinance Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell. | Investment Managers | Portfolio Manager-Equities | |
Sequent Energy Management LLC
Sequent Energy Management LLC Gas DistributorsUtilities Sequent Energy Management LP provides wholesale natural gas marketing and asset management services. The firm serves the needs of utilities, marketers, retail aggregations, municipalities and large industrial customers in the U.S. The company was founded in 2001 and is headquartered in Houston, TX. | Gas Distributors | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 39 |
Canada | 5 |
Regno Unito | 2 |
Messico | 2 |
Hong Kong | 2 |
Settori
Consumer Services | 17 |
Finance | 16 |
Commercial Services | 6 |
Technology Services | 5 |
Health Technology | 4 |
Posizioni
Undergraduate Degree | 36 |
Analyst-Equity | 32 |
Corporate Officer/Principal | 30 |
Director/Board Member | 21 |
Graduate Degree | 10 |
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