Jeffrey Haleen
Portfolio Manager-Fixed Income presso UBS Asset Management (Americas), Inc.
Provenienza dei contatti di primo grado di Jeffrey Haleen
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.
128
| Subsidiary | Investment Managers | 128 |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.
70
| Subsidiary | Investment Managers | 70 |
Banc One Capital Markets, Inc.
18
| Extinct | Investment Banks/Brokers | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeffrey Haleen tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Doctorate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Doctorate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Market Strategist | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-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 Analyst-Equity | |
| Pace University | College/University | Graduate Degree Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
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-Fixed Income | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
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 Market Strategist | |
| Barnard College | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| National Taiwan University | College/University | Undergraduate Degree Undergraduate Degree | |
| Xavier University | College/University | Undergraduate Degree Undergraduate Degree | |
Playfly Sports Properties LLC
 Playfly Sports Properties LLC Advertising/Marketing ServicesCommercial Services Playfly LLC engages in sports marketing business. It provides management of multi-media rights for universities, high school state associations, sports venues, conferences, teams, and other properties. Its solutions include multi-media rights, campus activations, sponsorships and partnerships, digital solutions, experiences and events, and e-sports. The company was founded by Michael Schreiber and is headquartered in Philadelphia, PA. | Advertising/Marketing Services | Director/Board Member | |
American Capital Asset Management LLC
 American Capital Asset Management LLC Investment ManagersFinance American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Analyst | |
Latinvest Asset Management
 Latinvest Asset Management Investment ManagersFinance Latinvest Asset Management provides asset management services and investment funds. The private company is based in Rio de Janeiro, Brazil. | Investment Managers | Corporate Officer/Principal | |
Banco Bozano, Simonsen SA
 Banco Bozano, Simonsen SA Major BanksFinance Banco Bozano, Simonsen SA provides banking services. It operates in Brazil, Africa, and the United States. The company is headquartered in Rio de Janeiro, Brazil. | Major Banks | Corporate Officer/Principal | |
| Australian National University | College/University | Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree | |
SRS Investment Management LLC
 SRS Investment Management LLC Investment ManagersFinance SRS Investment Management LLC (SRS) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Karthik Sarma in 2007 and is a wholly-owned subsidiary of SRS Investment Management LP. SRS provides investment advisory services to pooled investment vehicles operating as private investment funds. | Investment Managers | Analyst-Equity | |
Caxton Associates LP
 Caxton Associates LP Investment ManagersFinance Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Investment Managers | Corporate Officer/Principal | |
| Seton Hall University | College/University | Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree | |
Levo Therapeutics, Inc.
 Levo Therapeutics, Inc. BiotechnologyHealth Technology Levo Therapeutics, Inc. operates as a pharmaceutical company. The company is headquartered in Glenview, IL. | Biotechnology | Founder | |
| INVIVYD, INC. | Biotechnology | Director/Board Member | |
| Federal University of Rio de Janeiro | College/University | Undergraduate Degree | |
| Dickinson College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Brasile | 4 |
| Taiwan | 2 |
| Australia | 2 |
Settori
| Consumer Services | 29 |
| Finance | 18 |
| Miscellaneous | 3 |
| Health Technology | 3 |
| Commercial Services | 2 |
Posizioni
| Undergraduate Degree | 80 |
| Corporate Officer/Principal | 69 |
| Portfolio Manager-Equities | 63 |
| Analyst-Equity | 59 |
| Analyst-Fixed Income | 38 |
Contatti più connessi
| Insiders | |
|---|---|
| Kevin McAllister | 20 |
| Gregory E. Burns | 12 |
| Robert Hurst | 12 |
| Scott Eric Dolan | 9 |
| Jack Call | 8 |
| Adam Scheiner | 7 |
| Joseph Elegante | 7 |
| Peter Bye | 7 |
| Michael Nell | 7 |
| Craig Ellinger | 7 |
| Dave Novosel | 7 |
| Wen-Dar Chen | 7 |
| Brian James Beargie | 7 |
| Nita I. Savage | 6 |
| Judd Deppisch | 6 |
- Borsa valori
- Insiders
- Jeffrey Haleen
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