Jason Richey
Analyst-Equity presso Cougar Global Investments Ltd.
Provenienza dei contatti di primo grado di Jason Richey
Entità | Tipo di entità | Settore Industriale | |
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University of South Florida
22
| College/University | Other Consumer Services | 22 |
Cougar Global Investments Ltd.
Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jason Richey tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Comvest Partners, Inc.
Comvest Partners, Inc. Investment ManagersFinance Comvest Partners, Inc. (Comvest Partners) is a private equity frim, a subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | 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-Equity Analyst-Equity Analyst-Equity | |
Invesco Canada Ltd.
Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Corporate Officer/Principal | |
Amuni Financial, Inc.
Amuni Financial, Inc. Investment ManagersFinance Founded in 1980, American Municipal Securities, Inc. is a registered broker/dealer located in St. Petersburg, Florida. American Municipal Securities provides personalized service to individual investors. The firm offers municipal and corporate bonds, government securities, mutual funds and annuities, as well as individual stocks. | Investment Managers | Trading-Equity | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity | |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree | |
University of Pennsylvania | College/University | Masters Business Admin | |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | Corporate Officer/Principal | |
TX GROUP AG | Publishing: Newspapers | Corporate Officer/Principal | |
Mercer University | College/University | Undergraduate Degree | |
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | Investment Managers | Portfolio Manager-Equities | |
Arizona State University | College/University | Masters Business Admin | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
University of St. Gallen | College/University | Masters Business Admin | |
The University of Winnipeg | College/University | Undergraduate Degree | |
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Investment Managers | Corporate Officer/Principal | |
Zimmerman Advertising, Inc.
Zimmerman Advertising, Inc. Advertising/Marketing ServicesCommercial Services Zimmerman Advertising, Inc. provides advertising and branding services. Its brand-activation business model includes strategic planning, business analytics, brand design, interactive and social engagement, integrated media solutions, and in-house production. The company was founded by Jordan Zimmerman and David Valdes on December 4, 1985 and is headquartered in Fort Lauderdale, FL. | Advertising/Marketing Services | Founder | |
Universität Ulm | College/University | Undergraduate Degree | |
TSIC, Inc.
TSIC, Inc. Investment Trusts/Mutual FundsMiscellaneous TSIC, Inc. is a non-profit organization that aims to help low-income youth break the cycle of poverty through education. The non-profit company is based in Fort Lauderdale, FL. The company's mission is to provide opportunities for underprivileged students to achieve success in their academic and personal lives. Jillian Hasner has been the CEO of the company since 2015. | Investment Trusts/Mutual Funds | Director/Board Member | |
Quantum Capital Partners, Inc.
Quantum Capital Partners, Inc. Investment ManagersFinance Quantum Capital Partners, Inc (Quantum Capital Partners) is a private equity firm founded in 1998. The firm headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor | |
Florida Panthers Hockey Club Ltd.
Florida Panthers Hockey Club Ltd. Movies/EntertainmentConsumer Services Florida Panthers Hockey Club Ltd. operates as a professional ice hockey team. The company was founded in 1993 and is headquartered in Sunrise, FL. | Movies/Entertainment | President | |
Doodle AG
Doodle AG Internet Software/ServicesTechnology Services Doodle AG engages in the development and licensing of software products. It also provides Internet-based services, particularly in the areas of user surveys and appointment coordination. The company was founded by Michael N?f and Paul E. Sevin? on March 2, 2007 and is headquartered in Zurich, Switzerland. | Internet Software/Services | Director/Board Member | |
Spectrum Investments, Inc. | Corporate Officer/Principal | ||
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Analyst-Equity Analyst-Equity | |
Cleveland Clinic Florida Hospital, Inc.
Cleveland Clinic Florida Hospital, Inc. Hospital/Nursing ManagementHealth Services Cleveland Clinic Florida Hospital, Inc. operates a hospital. The non-profit company is based in Weston, FL. Conor Delaney has been the CEO of the company since 2020. | Hospital/Nursing Management | Director/Board Member | |
Pamplin College of Business | College/University | Graduate Degree | |
Conscious Venture Lab
Conscious Venture Lab Investment ManagersFinance Conscious Venture Lab (Conscious Venture) is a venture capital firm founded in 2013 by Cosmina Popa and and Jeffrey L Cherry. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor | |
Seedfunders LLC
Seedfunders LLC Investment ManagersFinance Seedfunders LLC (Seedfunders) is a venture capital firm founded in 2017 by David Chitester and Irv Cohen. The firm is headquartered in St. Petersburg, Florida. | Investment Managers | Director/Board Member | |
Kellogg School of Management | College/University | Masters Business Admin | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Zattoo International AG
Zattoo International AG Packaged SoftwareTechnology Services Zattoo International AG provides fully hosted and managed internet protocol television (IPTV), over-the-top (OTT), TV Everywhere, and Hybrid TV Services for network operators and media companies. It provides applications for streaming devices and mobile platforms such as Apple TV, Amazon Fire TV, iOS, Android, and Windows 10. The company was founded by Bea Knecht on October 5, 2007 and is headquartered in Zurich, Switzerland. | Packaged Software | Director/Board Member | |
Horváth & Partner AG | Corporate Officer/Principal | ||
ARMOUR RESIDENTIAL REIT, INC. | Real Estate Investment Trusts | Director/Board Member | |
Pine Crest School | College/University | Director/Board Member | |
JAVELIN MORTGAGE INVESTMENT CORP | Real Estate Investment Trusts | Director/Board Member | |
The Zimmerman School of Advertising & Mass Communications | College/University | Founder |
Statistiche
Distribuzione geografica
Stati Uniti | 32 |
Canada | 8 |
Svizzera | 6 |
Germania | 2 |
Settori
Finance | 20 |
Consumer Services | 19 |
Technology Services | 3 |
Commercial Services | 2 |
Miscellaneous | 2 |
Posizioni
Undergraduate Degree | 28 |
Corporate Officer/Principal | 16 |
Director/Board Member | 13 |
Analyst-Equity | 12 |
Masters Business Admin | 9 |
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