Provenienza dei contatti di primo grado di Juan F. Leon
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Trinity University
20
| College/University | Other Consumer Services | 20 |
US Global Investors, Inc. (Asset Management)
US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Juan F. Leon tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Investment Managers | Analyst-Equity | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
JonesTrading Institutional Services LLC
JonesTrading Institutional Services LLC Investment Banks/BrokersFinance JonesTrading Institutional Services LLC (JonesTrading) is a registered broker/dealer headquartered in Thousand Oaks, California. The firm was founded in 1975 and is owned by Jones & Associates, Inc. JonesTrading provides equity block trading services to institutional money managers and hedge funds in North America. They proactively source the liquidity required to execute outsized blocks in domestic and global equities and option listed derivatives, at advantageous prices. The firm offers robust access to both developed and emerging market trading. | Investment Banks/Brokers | Analyst-Equity | |
A.G.P. / Alliance Global Partners Corp.
A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | Analyst-Equity | |
Columbia Valley Healthcare Systems LP
Columbia Valley Healthcare Systems LP Hospital/Nursing ManagementHealth Services Columbia Valley Healthcare Systems LP provides health care services. The firm offers allergy, angiography, cornea transplant, hematology, gynecology immunology, cardiology, and endocrinology services. The company was founded in 1975 and is headquartered in Brownsville, TX. | Hospital/Nursing Management | Chief Operating Officer | |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
Patient Conversation Media, Inc.
Patient Conversation Media, Inc. Miscellaneous Commercial ServicesCommercial Services Patient Conversation Media, Inc. is engaged in the development and integration of digital patient engagement solutions and monetization programs. It also provides marketing services across different platforms to drive informed connections and spark constructive collaboration among health care decision makers. The company was founded in 2008 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Investor Relations Contact | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
Vanderbilt University | College/University | Graduate Degree | |
U.S. GLOBAL INVESTORS, INC. | Investment Trusts/Mutual Funds | Chief Tech/Sci/R&D Officer | |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Maastricht University | College/University | Graduate Degree | |
Haywood Securities, Inc.
Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity | |
Harris Williams & Co.
Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
AH Capital Management LLC
AH Capital Management LLC Investment ManagersFinance AH Capital Management LLC (AH Capital Management) is a venture capital firm founded in 2009 by Marc Lowell Andreessen and Ben A. Horowitz. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
The O'Neil Group Co. LLC
The O'Neil Group Co. LLC Financial ConglomeratesFinance The O'Neil Group Co. LLC engages in the acquisition of businesses and real estate. It focuses on commercial and multi-family real estate industries. The company was founded by Kevin O'Neil in 2008 and is headquartered in Colorado Springs, CO. | Financial Conglomerates | Chief Investment Officer | |
Credit Value Partners LLC
Credit Value Partners LLC Investment ManagersFinance Credit Value Partners LP (CVP) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded within Credit Suisse in June 2010 and began operating as an independent firm in October 2010. In 2016, the firm was acquired by CVP Holdings LLC, ultimately owned by Pollard Family Investments LLC. CVP provides discretionary investment management services to unregistered pooled investment vehicles, private funds, and separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
AL OMRA | Industrial Machinery | Director/Board Member | |
Catalyst Campus For Technology & Innovation, Inc.
Catalyst Campus For Technology & Innovation, Inc. Investment ManagersFinance Catalyst Campus For Technology & Innovation Inc (Catalyst Campus) is a venture capital firm founded in 2015 by Oneil Kevin. The firm is headquartered in Colorado Springs, Colorado. | Investment Managers | Director/Board Member | |
RockIT Recruiting
RockIT Recruiting Personnel ServicesCommercial Services RockIT Recruiting provides staffing and recruiting services. It helps start-ups build a career and grow. The company was founded by Cody Voellinger and Jane Buescher in 2011 and is headquartered in San Francisco, CA. | Personnel Services | Comptroller/Controller/Auditor | |
Valesco Industries, Inc.
Valesco Industries, Inc. Investment ManagersFinance Valesco Industries Inc (Valesco Industries) is a private equity firm founded in 1993 by Jack Sadden. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Intercontinental Wealth Advisors LLC
Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Analyst-Equity | |
University of Texas at San Antonio | College/University | Undergraduate Degree | |
American College of Healthcare Executives
American College of Healthcare Executives Miscellaneous Commercial ServicesCommercial Services American College of Healthcare Executives operates as a professional society of healthcare executives. The company was founded in 1933 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Columbia School of International & Public Affairs | College/University | Graduate Degree | |
JMC Investment LLC
JMC Investment LLC Investment ManagersFinance JMC Investment LLC (JMC Investment) is a private equity firm founded in 2012 by Jean-Marie Painvin that serves as the direct equity investment arm of the JMC Family Office. The firm is headquartered in New York, along with an additional office in France. | Investment Managers | Private Equity Analyst | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Sales & Marketing | |
The University of Colorado | College/University | Graduate Degree | |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Investment Managers | Analyst-Equity | |
EFG Asset Management (North America) Corp.
EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Lusk State Bank
Lusk State Bank Regional BanksFinance Part of Banner County Ban Corp. ESOP & Trust, Lusk State Bank operates as a state chartered commercial bank. The company is based in Lusk, WY. Lusk State Bank was acquired by Banner Capital Bank from Bankers Capital Corp. in May 18, 2022. Founded in 1924. | Regional Banks | Director/Board Member | |
Bankers Capital Corp.
Bankers Capital Corp. Regional BanksFinance Bankers Capital Corp. is a bank holding American company that provides banking services through its subsidiaries. | Regional Banks | Director/Board Member | |
Energy Spectrum Capital
Energy Spectrum Capital Investment ManagersFinance Energy Spectrum Capital (Energy Spectrum) is a private equity firm subsidiary of Energy Spectrum LLC founded in 1995 by Thomas O. Whitener. The firm is headquartered in the Dallas, Texas. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Paesi Bassi | 2 |
Canada | 2 |
Arabia Saudita | 2 |
Settori
Finance | 34 |
Consumer Services | 8 |
Commercial Services | 4 |
Technology Services | 2 |
Health Services | 2 |
Posizioni
Undergraduate Degree | 23 |
Analyst-Equity | 17 |
Corporate Officer/Principal | 10 |
Graduate Degree | 8 |
Director/Board Member | 6 |
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