John Donnelly
Analyst-Equity presso Capstone LLC (Broker)
Provenienza dei contatti di primo grado di John Donnelly
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance 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.
198
| Subsidiary | Investment Managers | 198 |
US Department of the Navy (District of Columbia)
66
| Government | Sovereign | 66 |
Capstone LLC (Broker)
 Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy.
57
| Subsidiary | Investment Managers | 57 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John Donnelly tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| Wake Forest University | College/University | Undergraduate Degree 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 Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| George Mason University | College/University | Doctorate Degree Undergraduate Degree | |
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 Analyst-Equity | |
| George Washington University | College/University | Director/Board Member Graduate Degree | |
| Colorado School of Mines | College/University | Graduate Degree Undergraduate Degree | |
Height Analytics LLC
 Height Analytics LLC Investment ManagersFinance Height Analytics LLC is an investment research firm headquartered in Washington, DC. The firm was founded by John Akridge and Andrew Parmentier in 2008 and they are a subsidiary of Height Capital LLC. Height Analytics provides differentiated and comprehensive insights to help clients make key investment and operational decisions. They bring a quantitative and market-centric approach to policy analysis, finding opportunities free of the rigidity of a defined coverage list. | Investment Managers | Analyst-Equity Analyst-Equity | |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Undergraduate Degree | |
| EXXON MOBIL CORPORATION | Integrated Oil | Corporate Officer/Principal Corporate Officer/Principal | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | 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 | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree | |
| University of Maryland | College/University | Masters Business Admin 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 | Undergraduate Degree Masters Business Admin | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
| The Paul H. Nitze School of Advanced International Studies | College/University | Graduate Degree 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 | Masters Business Admin Undergraduate 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 | Analyst-Equity Analyst-Equity | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Federal Home Loan Mortgage Corp. (Research) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Proskauer Rose LLP
 Proskauer Rose LLP Miscellaneous Commercial ServicesCommercial Services Proskauer Rose LLP provides legal services. It offers legal services for corporate, health care, intellectual property, labor and employment, litigation, private client services, real estate, tax and, sector-related practices. The firm serves financial institutions, investment funds, not-for-profit institutions, governmental entities and other organizations across industries and borders. The company was founded by William R. Rose in 1875 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Weill Cornell Medical College | College/University | Doctorate Degree | |
| Florida Institute of Technology, Inc. | College/University | Graduate Degree | |
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 | |
SC&H Group LLC
 SC&H Group LLC Miscellaneous Commercial ServicesCommercial Services SC&H Group LLC provides auditing and accounting services. It offers audit, tax, consulting, investment banking, and valuation advisory and personal financial planning services. The firm serves construction, energy, government, non-profit, retail, education and all other industries. The company was founded by Ronald M. Causey and Gregory S. Horning on August 16, 1991 and is headquartered in Sparks, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| Embry-Riddle Aeronautical University | College/University | Undergraduate Degree | |
| United States Naval Academy | College/University | Undergraduate Degree | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity | |
| University of Missouri | College/University | Undergraduate Degree | |
Apis Capital Advisors LLC
 Apis Capital Advisors LLC Investment ManagersFinance Apis Capital Advisors LLC (Apis Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Daniel Barker and Eric Almeraz in 2004. Apis Capital provides investment advisory services to its sponsored private investment funds and a unit trust that are offered for qualified, sophisticated investors. | Investment Managers | Analyst-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Regno Unito | 2 |
Settori
| Finance | 25 |
| Consumer Services | 24 |
| Commercial Services | 3 |
| Energy Minerals | 2 |
Posizioni
| Analyst-Equity | 175 |
| Undergraduate Degree | 82 |
| Corporate Officer/Principal | 63 |
| Masters Business Admin | 18 |
| Graduate Degree | 15 |
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