Provenienza dei contatti di primo grado di James D. Plumb
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
130
| College/University | Other Consumer Services | 130 |
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
49
| Subsidiary | Investment Managers | 49 |
IronBridge Capital Management LP
 IronBridge Capital Management LP Investment ManagersFinance Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds.
23
| Extinct | Investment Managers | 23 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James D. Plumb tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Director of Research - Equity Consultant / Advisor Analyst-Equity Market Strategist Corporate Officer/Principal Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is majority-owned by Driehaus Capital Holdings LLLP. Driehaus manages long-only equity and multi-asset alternative strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
ASB Capital Management LLC
 ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Masters Business Admin Graduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
Council of the Americas, Inc.
 Council of the Americas, Inc. Miscellaneous Commercial ServicesCommercial Services Council of the Americas, Inc. is a non-profit organization, which engages in the management of professional membership organization. It aims to promote economic and social development, open markets, rule of law, and democracy. The firm is composed of companies representing the sectors of banking and finance, consulting services, consumer products, energy and mining, manufacturing, media, technology, and transportation. The company was founded by David Rockefeller Sr. in 1965 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| PIONEERS HOLDING COMPANY FOR FINANCIAL INVESTMENTS (S.A.E.) | Investment Banks/Brokers | Director/Board Member | |
Safemark Systems LP
 Safemark Systems LP Electronic Production EquipmentElectronic Technology Safemark Systems LP is a holding company that manufactures and installs hotel safes and electronic lockers. The firm offers guest room safes, including laptop, drawer, wall, and other safes, stationary peephole covers and healthcare safes for patient’s electronic devices, jewelry, and other belongings deemed potentially irreplaceable. The company was founded in 1983 and is headquartered in Orlando, FL. | Electronic Production Equipment | Director/Board Member | |
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 | Comptroller/Controller/Auditor | |
CrossHarbor Capital Partners LLC
 CrossHarbor Capital Partners LLC Investment ManagersFinance CrossHarbor Capital Partners (CrossHarbor Capital Partners) is a private equity firm founded in 1993 by Sam T. Byrne and Bill H. Kremer. The firm is headquartered in Boston, Massachusetts with additional offices in Chicago and Los Angeles. | Investment Managers | Private Equity Investor | |
GESD Capital Partners LLC
 GESD Capital Partners LLC Investment ManagersFinance GESD Capital Partners LLC (GESD) is a private equity firm founded in 1998 by Mark L. Briggs, Sharon B. Duvall, Louis J. Giraudo and Dan J. Stromberg. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
| Suffolk University | College/University | Graduate Degree | |
| SINOPHARM GROUP CO. LTD. | Medical Distributors | Director/Board Member | |
Vestek Manufacturing LLC
 Vestek Manufacturing LLC Metal FabricationProducer Manufacturing Vestek Manufacturing LLC provides design engineering, specialized fabrication and related services. Its products include pressure vessels and process modules, trench safety products and stainless steel fabrication. The firm offers turnkey design, engineering, fabrication, and assembly services. The company is headquartered in Houston, TX. | Metal Fabrication | Director/Board Member | |
China National Pharmaceutical Group Co., Ltd.
 China National Pharmaceutical Group Co., Ltd. BiotechnologyHealth Technology China National Pharmaceutical Group Co., Ltd. engages in the distribution, retail, scientific research and manufacture of healthcare products. The company is headquartered in Beijing, China. | Biotechnology | Corporate Officer/Principal | |
Beechwood Capital LLC
 Beechwood Capital LLC Investment ManagersFinance Beechwood Capital LLC (Beechwood Capital) is a private equity and venture capital firm founded in 2011 by Lawrence M. Khan. The firm is headquartered in Wellesley, Massachusetts. | Investment Managers | Private Equity Investor | |
| Xinjiang Co. | Director/Board Member | ||
Care Finders Total Care LLC
 Care Finders Total Care LLC Medical/Nursing ServicesHealth Services Care Finders Total Care LLC provides home healthcare and personalized services. Its services include dementia care, hospice, division of child protection and permanency, post-surgery recovery care, respite, medication reminders, assistance with approved exercise therapy, grooming, bathing and dressing, incontinence care and recreational activities. The company was founded in 1995 and is headquartered in Hackensack, NJ. | Medical/Nursing Services | Director/Board Member | |
Yucaipa Trading Co., Inc.
 Yucaipa Trading Co., Inc. Food RetailRetail Trade Yucaipa Trading Co., Inc. operates a chain of Hispanic supermarkets. It offers meat, produce, seafood, bakery and tortilleria. The firm also offers catering package specials. Yucaipa Trading was founded in 1983 and is headquartered in Fontana, CA. | Food Retail | Director/Board Member | |
Silver Palm Capital Healthcare Partners LLC
 Silver Palm Capital Healthcare Partners LLC Medical/Nursing ServicesHealth Services Silver Palm Capital Healthcare Partners LLC provides non-medical home care agency services. The American company was founded by Christian Chibras. | Medical/Nursing Services | Founder | |
Newkota LLC
 Newkota LLC Finance/Rental/LeasingFinance Newkota Services & Rentals LLC provides rental fleet and steam unit fleet services. It rentals open top tank, pipe ramp, light towers and generators, frac screen out package, well head frac stands and job site combo unit. The company was founded by Kent Kirkhammer and Jarod Seifert in 2011 and is headquartered in Minot, ND. | Finance/Rental/Leasing | Director/Board Member | |
GWS Tool Holdings LLC
 GWS Tool Holdings LLC Industrial MachineryProducer Manufacturing GWS Tool Holdings LLC engages in the manufacture of cutting tools. Its products include turning inserts, milling and holemaking tools. The firm also offers regrinds, custom tools and turnkey support services. The company is headquartered in Tavares, FL. Rick McIntyre is the current CEO of the firm. | Industrial Machinery | Director/Board Member | |
Waples Precision Manufacturing LLC
 Waples Precision Manufacturing LLC Metal FabricationProducer Manufacturing Waples Precision Manufacturing LLC manufactures and distributes steel machine parts. The firm offers machining, laser cutting, welding, shearing, breaking, and assembly services. The company was founded in 2001 and is headquartered in Fort Worth, TX. | Metal Fabrication | Director/Board Member | |
Gowanda Holdings LLC
 Gowanda Holdings LLC Electronics DistributorsDistribution Services Gowanda Holdings LLC engages in the manufacture and supply of precision electronic components that address the needs of electronic design engineers around the world. Its areas of expertise include magnetic devices, specialty filters, and custom-designs. The company is headquartered in DE. | Electronics Distributors | Director/Board Member | |
Sekai Electronics, Inc.
 Sekai Electronics, Inc. Wholesale DistributorsDistribution Services Sekai Electronics, Inc. engages in the application of VCR's and airborne video cameras. It offers cameras, recorders, displays, and power supplies. The firm also provides airbone and law enforcement video systems; and armored vehicle video systems. The company was founded in 1982 and is headquartered in La Mirada, CA. | Wholesale Distributors | Director/Board Member | |
Trail Post Ventures Management LLC
 Trail Post Ventures Management LLC Investment ManagersFinance Trail Post Ventures Management LLC (Trail Post Ventures) is an venture capital firm founded in 2017 by Will J. Schmitt and Nicolas Mindel. The firm is headquartered in Sausalito, California. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Cina | 4 |
| Egitto | 2 |
| Norvegia | 2 |
Settori
| Finance | 19 |
| Consumer Services | 14 |
| Commercial Services | 4 |
| Distribution Services | 4 |
| Producer Manufacturing | 4 |
Posizioni
| Corporate Officer/Principal | 203 |
| Director/Board Member | 119 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 51 |
| Analyst-Equity | 48 |
Contatti più connessi
| Insiders | |
|---|---|
| Steve Hlavin | 93 |
| Ziyad Fouad Fahad Al-Saleh | 22 |
| Jose Armario | 22 |
| Peter Reed | 18 |
| Christian Chibras | 17 |
| Jason Fulton | 14 |
| Anton Schutz | 13 |
| Abdullah Al-Tamami | 12 |
| Christopher Pummill | 12 |
| Shou Ching Tang | 12 |
| Stewart B. Davis | 10 |
| Steve Werber | 10 |
| Will Schmitt | 10 |
| Jonathan Scheiner | 9 |
| Wan Yong Lian | 9 |
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