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Jonathan Kent Bailey
Trading-Equity presso Amuni Financial, Inc.
Provenienza dei contatti di primo grado di Jonathan Kent Bailey
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Maryland
215
| College/University | Other Consumer Services | 215 |
Amuni Financial, Inc.
![]() Amuni Financial, Inc. Investment ManagersFinance Founded in 1980, American Municipal Securities, Inc. is a registered broker/dealer located in St. Petersburg, Florida. American Municipal Securities provides personalized service to individual investors. The firm offers municipal and corporate bonds, government securities, mutual funds and annuities, as well as individual stocks.
10
| Private Company | Investment Managers | 10 |
Amuni Financial, Inc. (Investment Management)
![]() Amuni Financial, Inc. (Investment Management) Investment ManagersFinance Amuni Financial, Inc. (Investment Management) (Amuni-IM) is the investment management arm of Amuni Financial, Inc., a registered broker/dealer headquartered in St. Petersburg, Florida. Amuni-IM provides personalized investment supervisory services tailored to the individual needs of their clients, which are comprised of individuals, trusts, estates and/or charitable organizations.
8
| Operating Division | Investment Managers | 8 |
Warrington College of Business Administration
7
| College/University | Other Consumer Services | 7 |
US Special Operations Command
1
| Government | Sovereign | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jonathan Kent Bailey 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 | Analyst-Equity Market Strategist | |
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 | Corporate Officer/Principal Analyst-Equity | |
ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
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 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 | Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income | |
LaSalle Investment Management Securities LLC
![]() LaSalle Investment Management Securities LLC Investment ManagersFinance LaSalle Investment Management Securities LLC (LaSalle Securities) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of LaSalle Investment Management, Inc. and their ultimate parent is Jones Lang LaSalle Inc. (JLL) (NYSE: JLL). LaSalle Securities was founded in 1985 as Alex. Brown Realty Advisors, a subsidiary of the investment bank of Alex. Brown & Sons in Baltimore. LaSalle Partners acquired Alex. Brown Realty Advisors in 1994. In 1999, LaSalle Partners completed a merger with Jones Lang Wootton to form JLL. LaSalle Securities provides portfolio management services with respect to real estate securities to high-net worth and institutional clients. | Investment Managers | Analyst-Equity | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 Corporate Officer/Principal Analyst-Equity | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
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 Private Equity Analyst Private Equity Analyst | |
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 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 | Analyst-Equity Analyst-Equity | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of South Florida | College/University | Masters Business Admin Masters Business Admin | |
Brown Advisory LLC
![]() Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal | |
Robert H. Smith School of Business | College/University | Masters Business Admin Masters Business Admin | |
First Annapolis Consulting LLC
![]() First Annapolis Consulting LLC Miscellaneous Commercial ServicesCommercial Services First Annapolis Consulting LLC provides management consulting, mergers and acquisitions advisory services. It services include partnership finance, M&A advisory, strategic sourcing and portfolio management. The company was founded by William Westerwelt, Jr. and Frederick White in 1991 and is headquartered in Annapolis, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Corporate Officer/Principal Graduate Degree | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
Global X Management Co. LLC
![]() Global X Management Co. LLC Investment ManagersFinance Global X Management Co. LLC (Global X) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bruno del Ama and Jose Carlos Gonzalez Navarro in 2008. They are a subsidiary of Global X Management Co., Inc., ultimately owned by Mirae Asset Global Investments Co., Ltd. in South Korea. Global X provides portfolio management services to SEC registered open-end management investment companies (Global X ETFs), Separately Managed Accounts and UCITS Funds. | Investment Managers | Portfolio Manager-Equities | |
University of Oklahoma | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin | |
National Veterinary Associates, Inc.
![]() National Veterinary Associates, Inc. Agricultural Commodities/MillingProcess Industries National Veterinary Associates, Inc. engages in the ownership and operation of animal veterinary hospitals. It supports local medical standards as established by individual hospitals and practitioners. The firm provides emerging research and care standards, access to its national medical database, human resource guidance, marketing support, recruiting assistance, tax preparation and training and education for staff. The company was founded by Stanley R. Creighton in 1996 and is headquartered in Agoura Hills, CA. | Agricultural Commodities/Milling | Corporate Officer/Principal | |
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 | |
CVC Advisors (US), Inc.
![]() CVC Advisors (US), Inc. Investment ManagersFinance CVC Capital Partners Advisory (US), Inc. manages capital on behalf of some 300 institutional, governmental and private investors worldwide. The capital of their investors is committed for ten years or more to closed-end funds that they manage on their client's behalf. In their private equity business, they use these funds to acquire controlling or significant minority interests in European, Asian and North American companies. They buy companies in partnership with their management teams and assist in developing plans to create sustainable long term value. In their private debt business, CVC Cordatus uses its funds to invest in debt instruments issued principally by companies that are owned by private equity funds. The company was established in 1981 and is headquartered in New York City, NY. | Investment Managers | Private Equity Investor | |
W.L. Ross & Co. LLC
![]() W.L. Ross & Co. LLC Investment ManagersFinance W.L. Ross & Co. LLC (WL Ross & Co) is a private equity subsidiary of Invesco Ltd. founded in 2000 by Wilbur Louis Ross. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Nuance Investments LLC
![]() Nuance Investments LLC Investment ManagersFinance Nuance Investments LLC (Nuance) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was founded by Scott Moore in 2008 and is owned by SA Moore Family Corp. Nuance provides investment management services and investment products and services to individuals, trusts, estates, charitable organizations, corporations, retirement plans and business entities through separate accounts and mutual funds. | Investment Managers | Analyst-Equity | |
ProShare Advisors LLC
![]() ProShare Advisors LLC Investment ManagersFinance ProShare Advisors LLC (PSA) is an independent, SEC-registered investment advisor and ETF fund manager headquartered in Bethesda, Maryland. The firm was founded in 2006 by Michael Sapir and Louis Mayberg. PSA provides investment advisory and management services to the ProShares Trust, an open-end series management investment company. The firm also regularly develops customized solutions such as portfolio diversification strategies, risk management solutions, tactical portfolio alignment, exposure adjustments and liquidity management. Their clients include hedge funds, asset managers, consultants, pensions, foundations and endowments and insurance companies. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
XL Hybrids, Inc.
![]() XL Hybrids, Inc. Auto Parts: OEMProducer Manufacturing XL Hybrids, Inc. provides fleet electrification solutions for commercial and municipal fleets. Its system adds an electric motor, an advanced lithium ion battery pack, and sophisticated control software to the vehicle–without making significant modifications to the equipment manufacturer's internal combustion engine or transmission. The company was founded by Thomas J. Hynes III, Clayton W. Siegert, and Justin B. Ashton in 2009 and is headquartered in Boston, MA. | Auto Parts: OEM | Director/Board Member | |
PowerHouse Dynamics, Inc.
![]() PowerHouse Dynamics, Inc. Packaged SoftwareTechnology Services PowerHouse Dynamics, Inc. engages in the provision of energy management solutions. It offers IoT-based platform that connects, monitors, analyzes, and controls equipment to deliver enterprise-wide operational efficiencies to portfolios of small commercial facilities, including restaurants, convenience stores, retailers, and others. The company was founded by Carstern Steenberg and Nielsen van Duijn in 2009 and is headquartered in Newton, MA. | Packaged Software | Director/Board Member | |
DemandQ, Inc.
![]() DemandQ, Inc. Electronic Equipment/InstrumentsElectronic Technology DemandQ, Inc. offers intelligent demand optimization that automatically acts to reduce energy cost and increase energy efficiency. The company was founded by Jon Stahl, Brian Bram and Edison Almedia in 2011 and is headquartered Watertown, MA. | Electronic Equipment/Instruments | Director/Board Member | |
Castle & Cooke Mortgage LLC
![]() Castle & Cooke Mortgage LLC Finance/Rental/LeasingFinance Castle & Cooke Mortgage LLC operates as loan broker. It provides independent mortgage across the United States. The company was founded in 2005 and is headquartered in Draper, UT. | Finance/Rental/Leasing | Director/Board Member | |
Spark Community Investment Co.
![]() Spark Community Investment Co. Finance/Rental/LeasingFinance Spark Community Investment Co. provides integrated financing solutions for small and medium sized energy projects. The company was founded by Nikko Pattern-Weinstein , Joseph Scott Indvik, Nick Devonshire, and Pier Folger Lafarge in 2013 and is headquartered in Washington, DC. | Finance/Rental/Leasing | Director/Board Member | |
Atlanta Bidco Ltd.
![]() Atlanta Bidco Ltd. MiscellaneousMiscellaneous Atlanta Bidco Ltd. provides telecommunication services. The company was founded on June 4, 2018 and is headquartered in Milton Keynes, the United Kingdom. | Miscellaneous | Director/Board Member | |
Bidgely, Inc.
![]() Bidgely, Inc. Packaged SoftwareTechnology Services Bidgely, Inc. provides energy analytics software solutions. Its software platforms include customer engagement, energy efficiency, audits and surveys, and demand management. The company was founded by Abhay Gupta and Vivek Garud in 2011 and is headquartered in Mountain View, CA. | Packaged Software | Director/Board Member | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Global Growth Holdings Inc
![]() Global Growth Holdings Inc Investment ManagersFinance Global Growth Holdings Inc (Global Growth) is a private equity firm founded in 1991 by Greg Lindberg. The firm is headquartered in Orlando, Florida. | Investment Managers | Chief Investment Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Regno Unito | 4 |
Settori
Finance | 25 |
Consumer Services | 12 |
Technology Services | 4 |
Commercial Services | 4 |
Process Industries | 2 |
Posizioni
Corporate Officer/Principal | 118 |
Undergraduate Degree | 93 |
Director/Board Member | 85 |
Analyst-Equity | 44 |
Masters Business Admin | 30 |
Contatti più connessi
Insiders | |
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Don Rainey | 46 |
Richard J. Roby | 15 |
Plutarchos Sakellaris | 12 |
Subash Khanchand Bijlani | 11 |
Eric Assaraf | 9 |
Stan Berenshteyn | 9 |
Scott Dupcak | 9 |
Ben Chaiken | 9 |
Ish S. Dugal | 8 |
Chris Herwig | 8 |
Ryan S. MacDonald | 8 |
Michael Gualtieri | 8 |
Kevin J. Barker | 8 |
Conor Cunningham | 8 |
David Greenwald | 8 |
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