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Jeff Perry
Amministratore Delegato presso PFG Private Wealth Management LLC
Provenienza dei contatti di primo grado di Jeff Perry
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Wake Forest University
118
| College/University | Other Consumer Services | 118 |
Banc of America Capital Management LLC
3
| Extinct | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeff Perry tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
APPLIED MATERIALS, INC. | Industrial Machinery | Corporate Officer/Principal | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity Investment Committee Member | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Artisan Partners LP
![]() Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Portfolio Manager-Equities | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Trading-Equity 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 Analyst-Equity Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity 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 | Corporate Officer/Principal Masters Business Admin Graduate Degree Masters Business Admin | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
University of Virginia | College/University | Doctorate Degree Graduate Degree Graduate Degree | |
University of Georgia | College/University | Masters Business Admin Undergraduate Degree | |
Georgia State University | College/University | Masters Business Admin Masters Business Admin | |
G1 THERAPEUTICS, INC. | Pharmaceuticals: Major | President General Counsel | |
The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree | |
Cravath, Swaine & Moore LLP
![]() Cravath, Swaine & Moore LLP Miscellaneous Commercial ServicesCommercial Services Cravath, Swaine & Moore LLP provides legal services. The firm's practice areas encompasses corporate, executive compensation and benefits, international business, litigation, pro bono, tax, and trusts and estates. Its lawyers and associates' training focus on addressing and handling clients' legal issues, business transaction, and disputes. The company was founded in 1819 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Western Carolina University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
Young Presidents' Organization, Inc.
![]() Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Market Strategist Analyst-Equity | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Graduate Degree | |
Alston & Bird LLP
![]() Alston & Bird LLP Miscellaneous Commercial ServicesCommercial Services Alston & Bird LLP engages in the provision of legal advisory services. It offers services in the areas of corporate and finance, litigation, intellectual property, regulatory and specialty, international, and tax. The company was founded in 1893 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Masters Business Admin | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal | |
Campbell Mithun, Inc.
![]() Campbell Mithun, Inc. Advertising/Marketing ServicesCommercial Services Campbell Mithun, Inc. provides advertising and marketing communications services. Its services includes read advertising, promotion, interactive, public relations and direct marketing. The company was founded by Ralph Campbell & Ray Mithun in April, 1933 and is headquartered in Minneapolis, MN. | Advertising/Marketing Services | Corporate Officer/Principal | |
Silicon Valley Bank
![]() Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Corporate Officer/Principal | |
StateStreet Group LLC
![]() StateStreet Group LLC Real Estate DevelopmentFinance StateStreet Group LLC provides commercial real estate investment and management services. It also offers self-storage facilities and apartment communities. The company was founded in 1971 and is headquartered in Jackson, MS. | Real Estate Development | General Counsel | |
Bradley Arant Boult Cummings LLP
![]() Bradley Arant Boult Cummings LLP Miscellaneous Commercial ServicesCommercial Services Bradley Arant Boult Cummings LLP provides legal services. It serves individuals, emerging businesses, established regional, national and international companies, helping them acquire real property, defend lawsuits, raise capital, and enter new markets. The company was founded in 1871 and is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tibersoft Corp.
![]() Tibersoft Corp. Packaged SoftwareTechnology Services Tibersoft Corp. is a provider of Operator Intelligence software and data services to the foodservice supply chain. Its products include Tibersoft IQ, an Operator Intelligence solution that helps manufacturers maximize profits by stopping the profit leakage that occurs through poor visibility and control of trade spending activities and; TiberTrack, a Trading Partner Intelligence solution that helps operators maximize profits by stopping the profit leakage that occurs through poor visibility and control of their supply chain activities. The company was founded in 1996 by Christopher W. Martin and Mary Wilson and is headquartered in Westborough, MA. | Packaged Software | Corporate Officer/Principal | |
Princeton Theological Seminary | College/University | Graduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Questrom School of Business | College/University | Graduate Degree | |
Birla Institute of Technology & Science | College/University | Graduate Degree | |
Kelleher Financial Advisors LLC
![]() Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Investment Managers | Corporate Officer/Principal | |
Oxford Finance LLC
![]() Oxford Finance LLC Investment ManagersFinance Oxford Finance LLC (Oxford Finance) is a private equity subsidiary of WCP Holdings LLC founded in 2002 by J. Alden Philbrick IV. The firm is headquartered in Alexandria, Virginia. | Investment Managers | President |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Hong Kong | 2 |
India | 2 |
Settori
Finance | 24 |
Consumer Services | 14 |
Commercial Services | 9 |
Producer Manufacturing | 2 |
Health Technology | 2 |
Posizioni
Director/Board Member | 178 |
Corporate Officer/Principal | 163 |
Undergraduate Degree | 101 |
Analyst-Equity | 65 |
Portfolio Manager-Equities | 54 |
Contatti più connessi
Insiders | |
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Joseph deBethizy | 29 |
Thomas L. Greer | 22 |
Todd Goergen | 22 |
Jim Major | 22 |
Michael Ashton Hudson | 20 |
Kevin Maxwell | 20 |
Easter Maynard | 16 |
Frank Young | 16 |
Richard Afable | 15 |
Brian G. Melton | 15 |
Curtis Farmer | 15 |
Mark Tisdel | 14 |
Banks Bourne | 13 |
Joe B. Alala | 13 |
Anthony Williams | 12 |
- Borsa valori
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