James Lynch
Nessuna posizione attualmente
Storia della carriera di James Lynch
Precedenti posizioni note di James Lynch
Società | Posizione | Inizio | Fine |
---|---|---|---|
US Fiduciary, Inc.
US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Vendite & Marketing | - | 28/02/2007 |
Dean Witter | Corporate Officer/Principal | - | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Advanced Equities, Inc.
Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Corporate Officer/Principal | 01/03/2007 | - |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 4 |
Sales & Marketing | 1 |
Settori
Finance | 6 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 4 |
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Advanced Equities, Inc.
Advanced Equities, Inc. Investment ManagersFinance Founded in 1999, Advanced Equities, Inc. is a venture capital/private equity firm located in Chicago with additional offices in New York City and San Francisco. The firm is a subsidiary of Advanced Equities Financial Corp. | Finance |
US Fiduciary, Inc.
US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Dean Witter | Finance |
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