James Patrick McCaffrey
Nessuna posizione attualmente
Provenienza dei contatti di primo grado di James Patrick McCaffrey
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund.
26
| Subsidiary | Investment Managers | 26 |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals.
15
| Operating Division | Investment Managers | 15 |
Dickinson Law School
7
| College/University | Other Consumer Services | 7 |
Plancorp LLC
 Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities.
4
| Private Company | Investment Managers | 4 |
| Public Company | Investment Managers | 4 | |
Factor Advisors LLC
 Factor Advisors LLC Investment Banks/BrokersFinance Founded in 2009 by Karlheinz Muhr, Stuart Rosenthal and Richard Roll, Factor Advisors LLC is an investment advisor headquartered in Summit New Jersey. The firm manages FactorShares, a family of spread ETFs. They are a subsidiary of Exchange Traded Managers Group LLC.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Patrick McCaffrey tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Analyst-Equity | |
Dreman Value Management LLC
 Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Portfolio Manager-Equities | |
Granite Investment Advisors LLC
 Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Chief Executive Officer | |
Brandywine Trust Co. LLC
 Brandywine Trust Co. LLC Investment ManagersFinance Brandywine Trust Co. LLC is a non-deposit trust firm headquartered in Hockessin, Delaware. The firm was founded in 1992 and is a subsidiary of Brandywine Group Advisors, Inc., which is owned by Brandywine Trust Group LLC. Brandywine Trust Co. provides fiduciary, tax planning, custodial, and administrative services to their clients’ accounts. | Investment Managers | Corporate Officer/Principal | |
Brandywine Managers LLC
 Brandywine Managers LLC Investment ManagersFinance Brandywine Managers LLC (BML) is a SEC-registered investment advisor and fund-of-hedge fund manager headquartered in Hockessin, Delaware. The firm was founded in 1998 and is owned by Brandywine Trust Group LLC. BML is engaged primarily in a fund-of-funds business (and to a limited extent a manager-of-managers business). The firm provides investment supervisory services to privately offered pooled investment vehicles formed as limited partnerships or limited liability companies for which they serve as General Partner, Manager or Managing Member. | Investment Managers | Compliance Officer | |
Empirical Research Partners LLC
 Empirical Research Partners LLC Investment Banks/BrokersFinance Founded in 2002, Empirical Research Partners LLC (ERP) is an independent investment research firm located in New York City. The firm provides services to institutional clients. ERP's research approach is based on empirical evidence. They seek to combine the macro and micro and the short- and long-run evidence into a comprehensive viewpoint. The firm employs inclusive, proprietary databases and sophisticated stock selection models that are based on judgments about human nature. ERP's ongoing research effort attempts to determine how best to translate those judgments into useful decision-making rules. The firm's portfolio strategy is based on microeconomics and seeks to exploit a variety of anomalies to identify stocks that should outperform the market. These anomalies may include misvaluation, overinvestment or retrenchment by management and excessive extrapolation of trends by investors. ERP employs a proprietary, customized database that contains large quantities of company-level data. The firm looks for situations in which the current state of affairs is untenable and the reward for patience is great. ERP's quantitative research seeks to help active portfolio managers make better decisions by exploiting recurring aspects of human nature. Their tools quantify these variables and combine them into screens or formal multifactor models that identify companies with desirable or undesirable traits. The models balance conflicting signals in a dynamic fashion, putting greater emphasis on the factor with the highest expected return at each point in time. The firm's research approach with respect to the developed markets outside of the U.S. is similar, but not identical, to the process they use in researching U.S. companies. ERP's international research considers the economic, legal, accounting, cultural and historical differences within each region and covers the broad range of issues affecting stocks and markets globally. Their stock-selection models combine measures of valuation, capital deployment, earnings quality and market reaction into a single expected return. They compare each stock to its peers within the global sector, within the geographic region and to all stocks across the entire market. | Investment Banks/Brokers | Analyst-Equity | |
| Marblehead Partners LP | President | ||
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
Ballard Spahr LLP
 Ballard Spahr LLP Miscellaneous Commercial ServicesCommercial Services Ballard Spahr LLP provides legal services. It also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. The company was founded in 1885 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Genesis Merchant Group Securities LLC
 Genesis Merchant Group Securities LLC Investment Banks/BrokersFinance Part of JWGenesis Financial, Inc., Genesis Merchant Group Securities LLC provides security brokerage and dealer services. The company is based in Miami, FL. The company was founded by Barry S. Rosenstein. Genesis Merchant Group Securities was acquired by JWGenesis Financial, Inc. on June 12, 1998 for $15.95 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
CSFB Private Equity Partners LLC
 CSFB Private Equity Partners LLC Investment ManagersFinance CSFB Private Equity Partners LLC (CSFB Private Equity) is a private equity subsidiary of Credit Suisse Private Equity LLC founded in 1988. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| California State University-Fullerton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgia State University | College/University | Masters Business Admin Graduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree Undergraduate Degree | |
| Swarthmore College | College/University | Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Graduate Degree | |
| Seton Hall University | College/University | Masters Business Admin | |
| University of California, Irvine | College/University | Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Allegheny College | College/University | Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Buchanan Street Partners LP
 Buchanan Street Partners LP Investment ManagersFinance Founded in 1999, Buchanan Street Partners, Inc. is a real estate investment management firm founded in 1999, headquartered in Newport Beach, California with additional offices in Atlanta, Chicago, Los Angeles, San Francisco and Vienna, Virginia. The firm manages investment funds on behalf of pension funds, insurance companies, high net-worth individuals and family offices. | Investment Managers | Sales & Marketing | |
National Association of Bond Lawyers
 National Association of Bond Lawyers Miscellaneous Commercial ServicesCommercial Services National Association of Bond Lawyers engages in the provision of law services. The companywas founded on February 5, 1979 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Colorado Bar Association | Corporate Officer/Principal | ||
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Life/Health Insurance | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Aristotle Pacific Capital LLC
 Aristotle Pacific Capital LLC Investment ManagersFinance Part of Aristotle Capital Management LLC, Aristotle Pacific Capital LLC is a company that focuses on corporate credit securities. The company is based in Newport Beach, CA. The company helps clients improve portfolio diversification and total return by capturing value opportunities in credit securities. Aristotle Pacific Capital actively invests in corporate credit securities based on fundamental credit analysis to identify and realize relative value. The CEO of the company is Dominic D. Nolan. Aristotle Pacific Capital was acquired by Aristotle Capital Management LLC from Pacific Mutual Holding Co. on April 17, 2023. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Warrington College of Business Administration | College/University | Undergraduate Degree | |
Conway Industrial Supply, Inc.
 Conway Industrial Supply, Inc. Wholesale DistributorsDistribution Services Conway Industrial Supply, Inc. manufactures and supplies industrial equipment. It offers abrasives, brushes, chemicals, cutting tools fasteners, fluid power, hand tools, industrial pipe valves and fittings, industrial rubber products, machine tools & accessories and metal goods. The company was founded in 1974 and is headquartered in Conway, AR. | Wholesale Distributors | President | |
| Pennsylvania State Bar Association | Corporate Officer/Principal | ||
| Philadelphia Bar Association | Corporate Officer/Principal | ||
| Pennsylvania Association of Bond Lawyers | Corporate Officer/Principal | ||
| Elfreths Alley Association, Inc. | Director/Board Member | ||
Economy League of Greater Philadelphia
 Economy League of Greater Philadelphia Miscellaneous Commercial ServicesCommercial Services Economy League of Greater Philadelphia is a non-profit organization that provides research and analysis of challenges and opportunities in Greater Philadelphia. It offers education and talent development, business growth, and infrastructure. The company was founded in 1909 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Israele | 2 |
Settori
| Finance | 22 |
| Consumer Services | 17 |
| Commercial Services | 6 |
| Distribution Services | 2 |
Posizioni
| Corporate Officer/Principal | 133 |
| Undergraduate Degree | 54 |
| Director/Board Member | 48 |
| Masters Business Admin | 24 |
| Chief Executive Officer | 21 |
Contatti più connessi
| Insiders | |
|---|---|
| Denis Kalscheur | 25 |
| Daniel O'Connor | 22 |
| Glenn S. Schafer | 19 |
| Mary Brown | 18 |
| Robert Cauley | 12 |
| William C. Rhodes | 12 |
| Meena Thever | 12 |
| Scott Schermerhorn | 11 |
| Sam Tang | 10 |
| David Marsh | 9 |
| Keith Marlowe | 9 |
| Quinn McCarthy | 8 |
| Dean Arthur Chamberlain | 8 |
| Donna Bebb | 8 |
| Dominic Nolan | 8 |
- Borsa valori
- Insiders
- James Patrick McCaffrey
- Connessioni Società
