Joshua Phillip Levin
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Provenienza dei contatti di primo grado di Joshua Phillip Levin
Entità | Tipo di entità | Settore Industriale | |
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University of Wisconsin
407
| College/University | Other Consumer Services | 407 |
JMP Securities LLC
JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.
86
| Subsidiary | Investment Banks/Brokers | 86 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joshua Phillip Levin tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities | |
Artisan Partners LP
Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Google LLC
Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal | |
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 | |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (MAM) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. MAM provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Investment Committee Member Analyst-Equity | |
JMP GROUP LLC | Investment Banks/Brokers | Director of Finance/CFO Founder Director/Board Member | |
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 Comptroller/Controller/Auditor Corporate Officer/Principal | |
Harrison Street Real Estate Capital LLC
Harrison Street Real Estate Capital LLC Investment ManagersFinance Harrison Street Real Estate Capital LLC is a Private Equity/Venture Capital firm, a subsidiary of Colliers International Group, Inc. founded in 2005 by Christopher Nelson Merrill, Chris B. Galvin and Mike P. Galvin. Harrison Street Real Estate Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Golden Angels Investors LLC
Golden Angels Investors LLC Investment ManagersFinance Golden Angels Investors LLC (Golden Angels Investors) is a venture capital firm founded in 2002 by Timothy J Keane. The firm is headquartered in Brookfield, Wisconsin. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Market Strategist Analyst-Equity | |
Walton Street Capital LLC
Walton Street Capital LLC Investment ManagersFinance Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Investor Private Equity Analyst | |
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 | |
Indiana University | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Doctorate Degree | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Graduate Degree | |
JMP Group, Inc.
JMP Group, Inc. Investment Banks/BrokersFinance JMP Group Inc. is a full-service investment banking and asset management firm, together with its subsidiaries it provides investment banking, sales and trading, and equity research services to corporate and institutional clients, and alternative asset management products and services to institutional investors and high net-worth individuals. The company operates its business through five segments: Broker-Dealer, Asset Management, Corporate Credit, Investment Income, Eliminations and Corporate Costs. The Broker-Dealer segment includes a broad range of services, such as underwriting and acting as a placement agent for public and private capital markets raising transactions and financial advisory services in M&A, restructuring and other strategic transactions. The Broker-Dealer segment also includes institutional brokerage services and equity research services to institutional investor clients. The Asset Management segment includes the management of a broad range of pooled investment vehicles, including the company's hedge funds, hedge funds of funds. The Corporate Credit segment includes the management of collateralized loan obligations and small business loans. The Investment Income segment includes income from the company's principal investments in public and private securities, as well as any other net interest and income from investing activities. The Corporate Costs segment includes expenses related to JMP Group Inc., the holding company, and JMP Group LLC, and is mainly comprised of corporate overhead expenses and interest expense related to the company's credit facility with City National Bank. JMP Group was founded by Joseph A. Jolson and Carter D. Mack in 1999 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director of Finance/CFO Founder | |
Iowa State University | College/University | Masters Business Admin | |
Schering-Plough Animal Health Corp.
Schering-Plough Animal Health Corp. Pharmaceuticals: MajorHealth Technology Part of Merck & Co., Inc., Schering-Plough Animal Health Corp. develops and manufactures pharmaceutical and biological products for food producing animals. The company is based in Union, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Cooper Management Co. LLC
Cooper Management Co. LLC Investment ManagersFinance Cooper Management Co. LLC (Cooper Management) is a privately-owned family office headquartered in Evanston, Illinois. The firm was founded in 2002 by Phillip and Carey Cooper. Cooper Management manages, sustains and grows the Family’s wealth across multiple households and four generations. | Investment Managers | Head-Equity Investments | |
Innosphere Advisors, Inc /Venture Capital/
Innosphere Advisors, Inc /Venture Capital/ Investment ManagersFinance Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado. | Investment Managers | Director/Board Member | |
Colorado Institute For Drug Device & Diagnostic Development
Colorado Institute For Drug Device & Diagnostic Development Medical/Nursing ServicesHealth Services The Colorado Institute For Drug Device & Diagnostic Development provides health maintenance services. The American company was founded by Richard C. Duke. | Medical/Nursing Services | Director/Board Member | |
UNeMed Corp.
UNeMed Corp. Information Technology ServicesTechnology Services Part of University of Nebraska Medical Center, UNeMed Corp. is the technology transfer and commercialization office for the university. The company is based in Omaha, NE. The company helps UNMC researchers, faculty, and staff who develop new biomedical technology and inventions, and strives to bring those innovations to the marketplace. | Information Technology Services | Corporate Officer/Principal | |
Interactive Brokers LLC
Interactive Brokers LLC Investment Banks/BrokersFinance Part of IBG Holdings LLC, Interactive Brokers LLC is a brokerage company. The company is based in Greenwich, CT. The CEO of the company is Milan Galik. | Investment Banks/Brokers | Corporate Officer/Principal | |
STATERA BIOPHARMA, INC. | Biotechnology | Corporate Officer/Principal | |
YouTube LLC
YouTube LLC Internet Software/ServicesTechnology Services YouTube LLC hosts user-generated videos which include network and professional content. It is a media company for people to watch and share videos via the internet. The firm allows people to upload, tag, and share personal video clips through the website. The company was founded by Steve S. Chen, Chad Meredith Hurley and Jared Karim in May 2005 and is headquartered in San Bruno, CA. | Internet Software/Services | Corporate Officer/Principal | |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Analyst-Fixed Income | |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
VetDC, Inc.
VetDC, Inc. Agricultural Commodities/MillingProcess Industries VetDC, Inc. develops cancer drugs for pets. It is a cancer-focused veterinary biopharmaceutical company developing innovative, underutilized human technologies for use in companion animals. It offers VDC-1101, a novel anti-cancer pro-drug from Gilead Sciences for use in animal cancer. The company was founded by Terry J. Opgenorth in 2009 and is headquartered in Fort Collins, CO. | Agricultural Commodities/Milling | Director/Board Member | |
PT CENTRAL PROTEINA PRIMA TBK | Agricultural Commodities/Milling | Corporate Secretary | |
Lightpost Digital, Inc.
Lightpost Digital, Inc. Miscellaneous Commercial ServicesCommercial Services Lightpost Digital, Inc. provides online marketing services. Its services include web design and management, search engine optimization, business listings management, and reputation management. The company was founded by Patrick Dillon and Jimmy Hendricks in January 2015 and is headquartered in San Diego, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
Vector Marketing Corp.
Vector Marketing Corp. Home FurnishingsConsumer Durables Vector Marketing Corp. markets kitchen cutlery, accessories and sporting knives. The firm operates as a direct sales distributor for Cutco Cutlery. It has offices in Puerto Rico, the United States and Canada. The company was founded in 1981 and is headquartered in Olean, NY. | Home Furnishings | Sales & Marketing |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Australia | 2 |
Indonesia | 2 |
Settori
Finance | 24 |
Consumer Services | 8 |
Commercial Services | 5 |
Technology Services | 4 |
Health Technology | 3 |
Posizioni
Corporate Officer/Principal | 108 |
Undergraduate Degree | 102 |
Director/Board Member | 81 |
Analyst-Equity | 52 |
Graduate Degree | 43 |
Contatti più connessi
Insiders | |
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Alexander Göran Jaco Ehrnrooth | 34 |
Peter V. Coleman | 13 |
Johanna Wolfson | 13 |
Scott Schuenke | 11 |
Todd Headley | 11 |
Lei Yang | 11 |
Raymond S. Jackson | 11 |
Timothy S. Trzebiatowski | 10 |
Leon Chen | 10 |
Carter D. Mack | 9 |
Patrick Mark Gundlach | 9 |
Thomas R. Wright | 8 |
Zander Rutlin | 8 |
Chung Ho Lam | 8 |
Dan P. White | 8 |
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