Jim Wolf
Portfolio Manager-Fixed Income presso Post Advisory Group LLC
Provenienza dei contatti di primo grado di Jim Wolf
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information.
209
| Extinct | Investment Banks/Brokers | 209 |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.
55
| Subsidiary | Investment Banks/Brokers | 55 |
Broadpoint.Gleacher Securities
 Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Broadpoint.Gleacher Securities, formerly Broadpoint Capital, Inc. is an independent, institutional investment banking, sales and trading boutique headquartered in New York City. They were also previously known as First Albany Capital, Inc. The firm is a subsidiary of Broadpoint Securities Group, Inc. (Nasdaq: BPSG), formerly known as First Albany Cos., Inc. They have additional offices in Boston, Chicago, Denver, San Francisco, Bonita Springs, Florida, Glen Allen, Virginia, Roseland, New Jersey and St. Louis, Missouri. Broadpoint.Gleacher follows a range of fixed-income securities and provides proprietary views and analysis on credit fundamentals and trading dynamics. They focus on investment grade, high yield and convertible securities in the following sectors: consumer, building materials, financials, gaming / leisure, healthcare, homebuilding, industrials, mining, packaging, paper/forest products, power/energy, technology/media/telecommunications and transportation.
30
| Extinct | Investment Banks/Brokers | 30 |
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors.
23
| Subsidiary | Investment Managers | 23 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jim Wolf tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Investment Managers | Analyst-Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
Iridian Asset Management LLC
 Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Investment Managers | Analyst-Equity | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Mariner Investment Group LLC
 Mariner Investment Group LLC Investment ManagersFinance Mariner Investment Group LLC (MIG) is a SEC-registered investment advisor and alternative investment management firm headquartered in Harrison, New York. The firm was founded in 1992 by William Michaelcheck and is a wholly-owned subsidiary of MIG Holdings LLC which acquired them in 2007. They are ultimately held by ORIX Corp. (NYSE: IX; TYO: 8591) in Japan. MIG discretionary portfolio management and advisory services to institutional clients which are primarily privately offered pooled investment vehicles and, to a lesser extent, insurance companies, endowments, foundations and plan sponsors via managed account agreements. The firm is a socially responsible investor and signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | 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 | Analyst-Equity Institutional Sales Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| THE BANK OF NOVA SCOTIA | Major Banks | Private Equity Investor | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Superfund Gold Commodities Fund
 Superfund Gold Commodities Fund Financial ConglomeratesFinance Superfund Gold Commodities Fund is a pooled fund. Its objective is to maintain the approximate equivalent of a dollar for dollar investment in gold by investing in long positions in exchange-traded futures contracts on gold, or the Gold Investment, while seeking appreciation of its assets over time by trading and investing in long positions in exchange-traded futures contracts that reference an appropriate securities, commodity, or other index, with a view to tracking the applicable index investment over time, or the Index Investment. The company was founded on January 15, 2010 and is headquartered in New York, NY. | Financial Conglomerates | Director of Finance/CFO | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Trading-Equity Analyst-Equity Analyst-Fixed Income | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| USC Marshall School of Business | College/University | Masters Business Admin Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
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 Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Graduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Masters Business Admin Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate 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 | Masters Business Admin Graduate Degree | |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Tribeca Early Stage Partners
 Tribeca Early Stage Partners Investment ManagersFinance Tribeca Early Stage Partners (Tribeca ESP) is a venture capital firm founded in 2014 by Michael Rushmore. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard Ltd. (NYSE: LAZ). LAM provides investment advisory services to a variety of clients. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
| Norvegia | 2 |
Settori
| Finance | 24 |
| Consumer Services | 24 |
| Commercial Services | 3 |
Posizioni
| Corporate Officer/Principal | 206 |
| Director/Board Member | 89 |
| Analyst-Equity | 89 |
| Undergraduate Degree | 86 |
| Private Equity Investor | 43 |
Contatti più connessi
| Insiders | |
|---|---|
| Andrew M. Silberstein | 23 |
| David H. Edwab | 22 |
| John Walter Sinders | 21 |
| Paul Wigdor | 18 |
| Cary Thompson | 17 |
| Tom Blum | 16 |
| Justin L. Bertram | 14 |
| Ada Lee | 14 |
| Lizabeth Dunn | 12 |
| Dan J. Meade | 12 |
| Stephen A. Erickson | 11 |
| Michael Margolis | 11 |
| Benjamin Hom | 11 |
| Robert Glenn Routh | 11 |
| Josh Gruss | 11 |
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