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James Livingstone
Analyst-Equity presso Ullman Wealth Management, Inc.
Provenienza dei contatti di primo grado di James Livingstone
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
United States Air Force Academy
13
| College/University | Other Consumer Services | 13 |
Ullman Wealth Management, Inc.
![]() Ullman Wealth Management, Inc. Investment ManagersFinance Ullman Wealth Management, Inc. (UWM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by Lawrence Ullman. UWM provides strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world.
7
| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Livingstone tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
APOLLO EDUCATION GROUP INC | Other Consumer Services | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Private Equity Investor | |
Trinity University | College/University | Graduate Degree | |
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 | Analyst-Equity | |
CAE INC. | Miscellaneous Commercial Services | Director/Board Member | |
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 | |
WESCO AIRCRAFT HOLDINGS, INC. | Wholesale Distributors | Director/Board Member | |
Victory Portfolios III | Investment Trusts/Mutual Funds | Director/Board Member | |
Greenhill & Co. LLC
![]() Greenhill & Co. LLC Investment ManagersFinance Part of Greenhill & Co., Inc., Greenhill & Co. LLC is a company that provides financial advice services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
COBHAM | Information Technology Services | Director/Board Member | |
University of Melbourne
![]() University of Melbourne Other Consumer ServicesConsumer Services The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs. | College/University | Graduate Degree | |
Rice University | College/University | Masters Business Admin | |
Harris Williams & Co.
![]() Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Private Equity Investor | |
Concordia University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Doctorate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin | |
Webster University | College/University | Graduate Degree | |
ROTH Capital Partners LLC (Asset Management)
![]() ROTH Capital Partners LLC (Asset Management) Investment ManagersFinance ROTH Capital Partners LLC (Asset Management) (ROTH AM) is the investment management division of ROTH Capital Partners LLC, a registered investment advisor and broker-dealer headquartered in Newport Beach, California. Founded in 1984, the firm is a subsidiary of CR Financial Holdings LLC. ROTH AM is a full-service investment banking firm that provides financing and advisory services to emerging growth companies worldwide. | Investment Managers | Chief Investment Officer | |
CAE USA, Inc.
![]() CAE USA, Inc. Industrial MachineryProducer Manufacturing CAE USA, Inc. provides simulation technologies and training services to civil aviation and defense customers. Its offers flight weapons, simulators, tactical air defense trainers, air reproduction instruments, controls and mission operator stations. The company was founded in 1947 and is headquartered in Tampa, FL. | Industrial Machinery | Director/Board Member | |
Institute for Defense Analyses
![]() Institute for Defense Analyses State AgencyGovernment Institute for Defense Analyses provides technical analyses of weapons systems and programs to federal agencies. It is a federally funded research organization that works primarily for the US Government's defense agencies. Its research areas include systems evaluations, technology assessments, resource & support analyses, and strategy assessments. The company was founded in 1947 and is headquartered in Alexandria, VA. | State Agency | Director/Board Member | |
The National War College | College/University | Graduate Degree | |
OCM Distressed Debt Group
![]() OCM Distressed Debt Group Investment ManagersFinance OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles. | Investment Managers | Private Equity Analyst | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
American Psychological Association, Inc.
![]() American Psychological Association, Inc. Miscellaneous Commercial ServicesCommercial Services The American Psychological Association (APA) is a scientific and professional organization that represents psychologists. The non-profit company is based in Washington and has subsidiaries in the United States. APA educates the public about psychology, behavioral science, and mental health. It promotes psychological science and practice, fosters the education and training of psychological scientists, practitioners, and educators. APA advocates for psychological knowledge and practice to inform public policy and champions the application of psychology to promote human rights, health, well-being, and dignity. Arthur C. Evans has been the CEO of the American company since 2017. | Miscellaneous Commercial Services | President | |
Business Executives for National Security | Chief Executive Officer | ||
Allied Fund Administrators LLC
![]() Allied Fund Administrators LLC Investment ManagersFinance Part of United Benefits & Pension Services, Inc., Allied Fund Administrators LLC provides employee benefit plan administration services. The company is based in San Rafael, CA. Allied Fund Administrators was acquired by Associated Third Party Administrators, Inc. on November 10, 2014. | Investment Managers | Director/Board Member | |
The Falcon Foundation | Director/Board Member | ||
BTIG LLC
![]() BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Analyst-Equity | |
The Air Force Association
![]() The Air Force Association Miscellaneous Commercial ServicesCommercial Services The Air Force Association (AFA) is a non-profit, independent, professional military and aerospace education association based in Arlington, VA. The AFA's mission is to promote dominant air and space forces as the foundation of a strong national defense, honor and support airmen, guardians, and their families, and remember and respect the enduring heritage. The AFA achieves this mission through three strategic pillars: educating the public on the critical need for unrivaled aerospace power, promoting aerospace and STEM education, and advocating for military preparedness. The AFA also supports both the air and space forces and offers exclusive training and professional development opportunities, critical updates on key issues facing the air and space forces, discounts to AFA conferences, and a personal connection to the local AFA chapter. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
ROTH CH ACQUISITION V CO. | Financial Conglomerates | Chief Operating Officer | |
RX3 Growth Partners LLC
![]() RX3 Growth Partners LLC Investment ManagersFinance RX3 Growth Partners LLC (RX3 Growth Partners) is an venture capital firm founded in 2018 by Byron Roth, Nate Raabe and Aaron Rodgers. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor | |
United States Air Force Air University | College/University | Corporate Officer/Principal | |
PredaSAR Corp.
![]() PredaSAR Corp. Packaged SoftwareTechnology Services Predasar Corp. provides coverage of image capture with its fleet of LEO space satellites. The firm offers synthetic aperture radar (SAR) constellation, data stream, data access, and analytics and reporting solutions. The company was founded by Marc Bell and is headquartered in Irvine, CA. | Packaged Software | Director/Board Member | |
ELTA North America, Inc.
![]() ELTA North America, Inc. Electronics DistributorsDistribution Services ELTA North America, Inc. designs and manufactures electronic systems. It offers innovative electronic systems solutions in the ground, maritime, airborne and security domains to the U.S. government and North American C4ISR market. The company was founded in 2011 and is headquartered in Fulton, MD. | Electronics Distributors | Director/Board Member | |
Tusk Ventures Management LLC
![]() Tusk Ventures Management LLC Investment ManagersFinance Tusk Ventures Management LLC (Tusk Ventures) is a venture capital firm founded in 2015 by Bradley Tusk and Jordan Nof. The firm is headquartered in New York. | Investment Managers | Comptroller/Controller/Auditor | |
Kelley School of Business | College/University | Graduate Degree | |
Queen’S University Belfast | College/University | Undergraduate Degree | |
White Deer Management LLC
![]() White Deer Management LLC Investment ManagersFinance White Deer Management LLC (White Deer Management) is a private equity firm founded in 2008 by Benjamin Allen Guill and Thomas Jeffery Edelman. The firm is headquartered in Houston, Texas with additional office in New York. | Investment Managers | Private Equity Investor | |
CSL Capital Management LLC
![]() CSL Capital Management LLC Investment ManagersFinance CSL Capital Management LLC (CSL Capital) is a private equity firm founded by Charles Leykum in 2008. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Analyst | |
USC Marshall School of Business | College/University | Masters Business Admin | |
The GW School of Business | College/University | Masters Business Admin | |
Talon Aerolytics, Inc.
![]() Talon Aerolytics, Inc. Data Processing ServicesTechnology Services Talon Aerolytics (Holding), Inc. captures and delivers aerial data for major clients in the telecommunications industry. The company is headquartered in West Point, GA. | Data Processing Services | Director/Board Member | |
Unity Aluminum, Inc.
![]() Unity Aluminum, Inc. AluminumNon-Energy Minerals Unity Aluminum, Inc. engages in the manufacture and distribution of rolled metal products. It provides to the automotive, transportation, and distribution markets. The company was founded by Craig T. Bouchard and is headquartered in Ashland, KY. | Aluminum | Director/Board Member | |
Massachusetts Women's Forum | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 40 |
Canada | 5 |
Regno Unito | 3 |
Australia | 2 |
Settori
Consumer Services | 17 |
Finance | 16 |
Commercial Services | 4 |
Technology Services | 4 |
Distribution Services | 3 |
Posizioni
Director/Board Member | 20 |
Undergraduate Degree | 19 |
Analyst-Equity | 9 |
Corporate Officer/Principal | 7 |
Private Equity Investor | 6 |
Contatti più connessi
Insiders | |
---|---|
Norton Schwartz | 12 |
Dana H. Born | 10 |
Richard Newton | 8 |
Andrew Costa | 8 |
Tanner Doss | 7 |
Marshall Wills | 6 |
Miller Justin | 4 |
Ryan Darrohn | 4 |
Greg Cappuzzo | 3 |
Kellen J. Curry | 3 |
Todd Fletcher | 3 |
Jeffrey Keitel | 3 |
Kevin Dolan | 2 |
Craig McGee | 2 |
Arjun Khanna | 2 |
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