James Richard Adams
Amministratore Delegato presso Sound Investment Strategies, Inc.
Provenienza dei contatti di primo grado di James Richard Adams
Entità | Tipo di entità | Settore Industriale | |
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Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.
14
| Subsidiary | Investment Managers | 14 |
Guardian Capital, Inc. (US)
Guardian Capital, Inc. (US) Investment ManagersFinance Guardian Capital, Inc. (GCI) is a registered investment advisor located in Everett, Washington.
3
| Extinct | Investment Managers | 3 |
Sound Investment Strategies, Inc.
Sound Investment Strategies, Inc. Investment ManagersFinance Sound Investment Strategies, Inc. provides investment advisory services. The company was founded by James R. Adams, Jedediah J. Sires and Stephen Guss in 2006 and is headquartered in Bothell, WA.
2
| Private Company | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Richard Adams tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
Marvel Entertainment LLC
Marvel Entertainment LLC Movies/EntertainmentConsumer Services Marvel Entertainment, Inc. engages in publishing and film production services. The firm operates in the licensing, publishing, and film production segments. It produces comics, books, films, animated movies, and television programs. The company was founded in 1988 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member | |
GWI Holding, Inc.
GWI Holding, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Part of Stanley Black & Decker, Inc., GWI Holding, Inc. is a company that manufactures lawn mowers. The company is based in Troy, NY. GWI Holding was acquired by MTD Consumer Group, Inc. on August 31, 2001 for $44 million. | Trucks/Construction/Farm Machinery | Director/Board Member | |
Whippoorwill Capital Management LP
Whippoorwill Capital Management LP Investment ManagersFinance Whippoorwill Capital Management LP provides investment advice. The private company is based in White Plains, NY. Shelley Fredrick Greenhaus has been the CEO of the company since 2015. | Investment Managers | Chief Executive Officer | |
York College | College/University | Undergraduate Degree | |
American Securities LLC
American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Analyst | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Whippoorwill Associates, Inc.
Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill Associates, Inc. (Whippoorwill) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in White Plains, New York. The firm was founded by Shelley Greenhaus in 1990. Whippoorwill manages private investment funds and separately managed accounts for a large institutional investor. | Investment Managers | Chief Executive Officer | |
Baruch College | College/University | Undergraduate Degree | |
AMERICAN ELECTRIC POWER COMPANY, INC. | Electric Utilities | Corporate Officer/Principal | |
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Portfolio Manager-Equities | |
Piscataqua Savings Bank
Piscataqua Savings Bank Investment ManagersFinance Piscataqua Savings Bank offers personal and commercial banking services. Its services include eAlerts, health savings accounts, edeposit, emobile, construction loans, online mortgage application, investment management services. The company was founded on July 19, 1877 and is headquartered in Portsmouth, NH. | Investment Managers | Director/Board Member | |
Boston University | College/University | Undergraduate Degree | |
Impax Asset Management LLC
Impax Asset Management LLC Investment ManagersFinance Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Commercial Furniture Group, Inc.
Commercial Furniture Group, Inc. Office Equipment/SuppliesProducer Manufacturing Commercial Furniture Group, Inc. manufactures office furniture. The firm makes furniture for the corporate, hotel, casino, health care, hospitality, and education markets. Its brands include Shelby Williams, Falcon, Howe, and Thonet. The company is headquartered in Newport, TN. | Office Equipment/Supplies | Director/Board Member | |
SEAPORT GLOBAL ACQUISITION II CORP. | Financial Conglomerates | Director/Board Member | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Masters Business Admin | |
Wake Forest University | College/University | Undergraduate Degree | |
Georgian Technical University | College/University | Undergraduate Degree | |
Repex Investment Management Co., Inc.
Repex Investment Management Co., Inc. Investment ManagersFinance Repex Investment Management Co., Inc. (Repex) is an independent, SEC-registered investment advisor headquartered in Closter, New Jersey. The firm was founded by Erich Sokolower in 1980. Repex offers investment advisory services to a broad segment of investors which include high net-worth individuals and corporations. | Investment Managers | Founder | |
Harvard Business School | College/University | Masters Business Admin | |
IBM | Packaged Software | Corporate Officer/Principal | |
Lazard Freres Asset Management
Lazard Freres Asset Management Investment ManagersFinance Part of Lazard Ltd., Lazard Freres Asset Management is a company that provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Havens Advisors LLC
Havens Advisors LLC Investment ManagersFinance Havens Advisors LLC is an independent registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded in 1995 by Nancy Havens-Hasty. It provides discretionary investment advice to private funds which is offered to institutional investors and high net worth individuals. | Investment Managers | Chief Executive Officer | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Steginsky Capital LLC
Steginsky Capital LLC Investment ManagersFinance Steginsky Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Andrew "Andy" Steginsky in 2000. Steginsky Capital provides discretionary investment advisory services on a fee-only basis. Their international client base consists of high net-worth individuals, trusts, endowments and corporate pension plans. | Investment Managers | Chief Executive Officer | |
National Institute of Technology (Durgapur) | College/University | Undergraduate Degree | |
University of Louisville | College/University | Undergraduate Degree | |
PrimeSource Mortgage, Inc.
PrimeSource Mortgage, Inc. Finance/Rental/LeasingFinance Part of PSM Holdings, Inc., PrimeSource Mortgage, Inc. is a company that provides mortgage services. The company is based in Idaho Falls, ID. Kevin J. Gadawski has been the CEO of the company since 2015. | Finance/Rental/Leasing | Compliance Officer | |
Unhedged, Inc.
Unhedged, Inc. Internet Software/ServicesTechnology Services Unhedged, Inc. operates as a platform for financial research, analysis, and collaboration. The company is based in Hays, KS. | Internet Software/Services | Director/Board Member | |
LB Merchant HC-6 LLC
LB Merchant HC-6 LLC Financial ConglomeratesFinance LB Merchant HC-6 LLC provides investment services. The company is headquartered in Delray Beach, FL. | Financial Conglomerates | President |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Georgia | 2 |
India | 2 |
Settori
Finance | 30 |
Consumer Services | 15 |
Producer Manufacturing | 3 |
Technology Services | 3 |
Retail Trade | 2 |
Posizioni
Corporate Officer/Principal | 31 |
Director/Board Member | 26 |
Portfolio Manager-Equities | 17 |
President | 13 |
Founder | 11 |
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