Provenienza dei contatti di primo grado di Jeffrey Smits
Entità | Tipo di entità | Settore Industriale | |
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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.
347
| Subsidiary | Investment Banks/Brokers | 347 |
The California State University
89
| College/University | Other Consumer Services | 89 |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology.
52
| Subsidiary | Investment Banks/Brokers | 52 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).
41
| Subsidiary | Investment Banks/Brokers | 41 |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.
8
| Holding Company | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jeffrey Smits tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Director/Board Member Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | |
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 | |
Cantor Fitzgerald Securities
Cantor Fitzgerald Securities Investment Banks/BrokersFinance Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
Cantor Fitzgerald & Co.
Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
University of Maryland | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Graduate Degree Doctorate 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 | Undergraduate Degree Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree Undergraduate Degree | |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Florida | College/University | Graduate Degree Undergraduate Degree | |
SMBC Nikko Securities America, Inc.
SMBC Nikko Securities America, Inc. Investment Banks/BrokersFinance SMBC Nikko Securities America, Inc. is a registered broker-dealer headquartered in New York City. Formerly SMBC Securities, Inc., the firm is a subsidiary of SMBC Americas Holdings, Inc. and their ultimate parent is Sumitomo Mitsui Financial Group, Inc. (TYO: 8316) in Japan. SMBC Nikko Securities America provides investment securities and other financial services to corporate and institutional clients, focusing on North America and Latin America. The firm caters to institutional investors such as mutual funds, hedge funds, and other investment advisors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity Analyst-Equity | |
Stanford University | College/University | Corporate Officer/Principal Graduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Market Strategist Analyst-Equity | |
State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
University of Missouri | 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 | Analyst-Equity Corporate Officer/Principal | |
The University of Tulsa | College/University | Masters Business Admin | |
UMB Bank, NA
UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Major Banks | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Settori
Finance | 30 |
Consumer Services | 18 |
Posizioni
Analyst-Equity | 169 |
Corporate Officer/Principal | 123 |
Undergraduate Degree | 81 |
Masters Business Admin | 31 |
Director/Board Member | 19 |
Contatti più connessi
Insiders | |
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Jeff Bullock | 16 |
Sanford Burns | 11 |
David John Chiaverini | 10 |
Gary Lance Wedbush | 10 |
Seth Basham | 10 |
Richard Anderson | 10 |
Charles Johnston | 10 |
Michael Hoffman | 9 |
Jay McCanless | 9 |
Ryan Daws | 9 |
Mathew Blackman | 9 |
Khalid Abdullah Khalid Al-Dabl | 9 |
Daniel Ives | 8 |
Scott Devitt | 8 |
Michael Pachter | 8 |
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