Provenienza dei contatti di primo grado di Jan D. Wald
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC.
230
| Extinct | Investment Banks/Brokers | 230 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales
170
| Extinct | Investment Banks/Brokers | 170 |
Stanford Group Co.
 Stanford Group Co. Investment Banks/BrokersFinance Founded in 1932, Stanford Group Co. is a broker/dealer headquartered in Houston, Texas with offices nationwide. They are a subsidiary of Stanford Financial Services, Inc. and their ultimate parent is CBaySystems Holdings Ltd. The firm offers a full range of brokerage services for both domestic and international clients. They are a member of the NASD and the SIPC. Stanford's research includes both institutional equity research and Washington-focused policy research, offering a perspective on individual companies, sector-specific topics and national policy. Their equity analysts offer insight and opinions on companies in the consumer/retail, media, energy, financial institutions, healthcare, technology and water/environment sectors, targeting small- and mid-cap companies. Their policy analysts deliver investment relevant insights across a broad range of sectors, including geopolitics, international/trade, Federal Reserve board policy, health care (including services, medical devices and pharmaceuticals, telecom, media, financial services, water/environment, agribusiness/tobacco, energy) and technology (including information technology services, homeland security and biometrics/emerging technologies).
121
| Extinct | Investment Banks/Brokers | 121 |
Guidant Corp.
 Guidant Corp. Medical SpecialtiesHealth Technology Guidant Corp. manufactures cardiovascular therapeutic devices. The company also provides cardiac and peripheral vascular repair surgical systems. It operates in Europe and Japan. Guidant was founded in 1994 and is headquartered in St. Paul, MN.
43
| Extinct | Medical Specialties | 43 |
The Benchmark Co. LLC
 The Benchmark Co. LLC Investment Banks/BrokersFinance Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp.
8
| Private Company | Investment Banks/Brokers | 8 |
Noble Capital Markets, Inc.
 Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment.
7
| Subsidiary | Investment Banks/Brokers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jan D. Wald tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Ariel Investments LLC
 Ariel Investments LLC Investment ManagersFinance Ariel Investments LLC (Ariel) is a SEC-registered investment advisor and fund management firm headquartered in Chicago, Illinois. The firm was founded by John W. Rogers, Jr. in 1983 and is a subsidiary of ACMI, Inc. Ariel provides investment management services to a variety of individual and institutional clients in the US. The firm also serves institutional separate account clients in Canada and offers certain separate account products to professional investors in Australia and Asia. | Investment Managers | Analyst-Equity | |
Dr Pepper/Seven Up, Inc.
 Dr Pepper/Seven Up, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Dr. Pepper/Seven Up, Inc. manufactures beverage based drink syrups. It has a spiced-cherry flavor and therefore does not qualify for full-fledged cola status. The firm mixes up beverage brands including its namesake brands and their diet companions, plus A&W and I.B.C., root beers, Canada Dry, Deja Blue, Raging Cow, Red Fusion, Sunkist, Schweppes, Squirt, Welch's & dnL, a caffeinated, colored version of 7 UP. The company was founded in 1986 and is located in Plano, TX | Beverages: Non-Alcoholic | Corporate Officer/Principal | |
| ELI LILLY AND COMPANY | Pharmaceuticals: Major | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
State of Wisconsin Investment Board
 State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Analyst-Equity | |
| BOSTON SCIENTIFIC CORPORATION | Medical Specialties | Corporate Officer/Principal Comptroller/Controller/Auditor Chief Tech/Sci/R&D Officer | |
US Global Investors, Inc. (Asset Management)
 US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients. | Investment Managers | 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-Fixed Income Director of Research - Equity Market Strategist | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Fixed Income | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| MURPHY USA INC. | Specialty Stores | Investor Relations Contact | |
| AVANOS MEDICAL, INC. | Medical Specialties | Director/Board Member Chairman | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Banks/Brokers | Director of Finance/CFO Analyst-Equity Analyst-Equity | |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Founder Director of Finance/CFO Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal President Trading-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Institutional Sales Analyst-Fixed Income Sales & Marketing Director of Research - Equity Trading-Equity Market Strategist Analyst-Equity | |
| St. Louis University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin Director/Board Member | |
| University of Memphis | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Colorado | College/University | Graduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Vascular Intervention | President Corporate Officer/Principal | ||
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 | Undergraduate Degree Director/Board Member | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
Northland Securities, Inc.
 Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of Missouri | College/University | Masters Business Admin Undergraduate Degree | |
Abbott Cardiovascular Systems, Inc.
 Abbott Cardiovascular Systems, Inc. Medical SpecialtiesHealth Technology Abbott Cardiovascular Systems, Inc. manufactures medical devices. It also makes cardiac and peripheral vascular repair surgical systems. The company was founded in 1978 and is headquartered in Santa Clara, CA. | Medical Specialties | President Chief Executive Officer | |
| AXOGEN, INC. | Medical Specialties | Director of Finance/CFO Director/Board Member | |
| Southeast Missouri State University | College/University | Undergraduate Degree | |
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 | Masters Business Admin | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Spagna | 2 |
Settori
| Finance | 24 |
| Consumer Services | 17 |
| Health Technology | 6 |
| Miscellaneous | 3 |
| Consumer Non-Durables | 2 |
Posizioni
| Director/Board Member | 166 |
| Corporate Officer/Principal | 123 |
| Analyst-Equity | 110 |
| Undergraduate Degree | 51 |
| Independent Dir/Board Member | 34 |
Contatti più connessi
| Insiders | |
|---|---|
| Richard F. Grabish | 31 |
| Marty Bicknell | 29 |
| Ginger Graham | 27 |
| Guido Neels | 25 |
| James Cornelius | 23 |
| Ronald W. Dollens | 22 |
| Maria Degois Sainz | 21 |
| Cynthia Lucchese | 19 |
| Timothy McQuay | 16 |
| Kevin Michael Buttigieg | 15 |
| Milton Morris | 14 |
| Stephen East | 13 |
| Mark Miller | 12 |
| Bill Sutherland | 12 |
| Frank A. McGrew | 12 |
- Borsa valori
- Insiders
- Jan D. Wald
- Connessioni Società
