Provenienza dei contatti di primo grado di Julia Caffrey
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.
473
| Subsidiary | Investment Banks/Brokers | 473 |
Georgetown University
315
| College/University | Other Consumer Services | 315 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Julia Caffrey tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Director of Research - Equity Analyst-Equity Analyst-Equity Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Fixed Income Analyst-Equity Director of Research - Fxd Inc Analyst-Equity Analyst-Equity Market Strategist Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Market Strategist Analyst-Equity Director of Research - Equity Market Strategist Market Strategist Chief Executive Officer Market Strategist Director of Research - Equity Market Strategist Market Strategist Analyst-Equity Analyst-Equity Analyst-Fixed Income Director of Research - Equity Analyst-Equity Economist Analyst-Equity Analyst-Equity Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Market Strategist Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Equity Director of Research - Equity Market Strategist Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Market Strategist Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Director of Research - Fxd Inc Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Director of Research - Equity Market Strategist Analyst-Equity Analyst-Equity | |
| University of California, Berkeley | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree | |
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-Fixed Income Corporate Officer/Principal Analyst-Equity | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
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 Analyst-Equity Analyst-Equity | |
| London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Doctorate Degree | |
| Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Graduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Bofa Securities Japan Co., Ltd.
 Bofa Securities Japan Co., Ltd. Investment Banks/BrokersFinance BofA Securities Japan Co., Ltd. (BofA Securities Japan) is the wholly-owned Japanese brokerage subsidiary of Merrill Lynch International, Inc., which is ultimately owned by Bank of America Corp. (NYSE: BAC). Founded in 1998, the firm was formerly known as Merrill Lynch Japan Securities Co., Ltd. (MLJS) and changed their name to BofA Securities Co., Ltd. in line with grobal re-branding from BofA Merrill Lynch to BofA in 2020. They subsequently became BofA Securities Japan Co., Ltd. Headquartered in Tokyo, BofA Securities Japan provides stock and bond trading, capital markets, investment banking and other advisory services to corporate clients, financial institutions and government agencies. | Investment Banks/Brokers | Corporate Officer/Principal Economist | |
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 | |
| University of Illinois | College/University | Graduate Degree Doctorate Degree | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
| Goizueta Business School-Emory | College/University | Undergraduate Degree | |
Interactive Data LLC
 Interactive Data LLC Data Processing ServicesTechnology Services Interactive Data LLC provides data solutions. The company was founded on December 15, 2014 and is headquartered in Boca Raton, FL. | Data Processing Services | Corporate Officer/Principal | |
| MBA Institute | College/University | Undergraduate Degree | |
Tradeweb Direct LLC
 Tradeweb Direct LLC Investment Banks/BrokersFinance Tradeweb Direct LLC operates a fixed income trading platform that connects broker-dealers in the United States. It offers live taxable and tax-exempt offerings from various dealers. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Concordia University | College/University | Undergraduate 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 | Corporate Officer/Principal | |
RMB Morgan Stanley (Pty) Ltd.
 RMB Morgan Stanley (Pty) Ltd. Investment Banks/BrokersFinance RMB Morgan Stanley (Pty) Ltd. is a South African company that provides brokerage services. The joint venture company is based in Sandton, South Africa. The company was founded in 1994 by Chris Meyer. Matthew Rattray has been the CEO of the company since 2011. | Investment Banks/Brokers | Analyst-Equity | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Minds Matter, Inc.
 Minds Matter, Inc. Miscellaneous Commercial ServicesCommercial Services Minds Matter, Inc. empowers high school students from low-income families to achieve college readiness and success. It provides students with mentoring and academic program which help them to get 100% college admissions. The company was founded by Leanne Huebner in 1991 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
BGC Financial LP
 BGC Financial LP Investment ManagersFinance BGC Financial LP, formerly known as Maxcor Financial, Inc., is a research firm headquartered in New York City. The firm is a subsidiary of BGC Partners, Inc. (NASDAQ: BGCP), a global provider of voice and electronic brokerage services that was founded in 1999. BGC Financial provides a wide range of services, including trade execution, broker-dealer services, clearing, trade compression, post trade, information, and other services to a broad range of financial and non-financial institutions. The firm offers research operations that focus on municipal bonds, high-yield and distressed debt, convertible securities and equities. | Investment Managers | Corporate Officer/Principal | |
Indian Institute of Technology Madras
 Indian Institute of Technology Madras Other Consumer ServicesConsumer Services The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras | College/University | Graduate Degree | |
| Indian Institute of Management Ahmedabad | College/University | Masters Business Admin | |
Nomura Securities Co., Ltd.
 Nomura Securities Co., Ltd. Investment Banks/BrokersFinance Nomura Securities Co., Ltd. (NSC) is a wholly-owned brokerage subsidiary of Nomura Holdings, Inc. (TSE: 8604; NYSE: NMR). Headquartered in Tokyo, the firm was founded in 1925. NSC places a strong emphasis on research, both fundamental and quantitative. In addition to stock and bond underwriting, their activities include IPO and M&A advisory, wealth management, separately managed accounts, fund wrap services, prime brokerage and structured equity finance. Their clients include institutions, hedge funds, private banks and private equity funds as well as corporate clients and retail investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Fixed Income | |
Adelante Capital Management LLC
 Adelante Capital Management LLC Investment ManagersFinance Adelante Capital Management LLC (Adelante) is a SEC-registered investment advisor headquartered in Alameda, California. The firm was founded in 2004 and is a subsidiary of ACM Acquisition LLC. Adelante provides discretionary management to both domestic and foreign clients that currently consist primarily of public and corporate pension funds, foundations and endowments, banks and other financial institutions and individual investors. Client assets are managed through a variety of investment vehicles including separate accounts, commingled funds and separately managed account programs. The firm provides portfolio management services within several wrap fee programs. | Investment Managers | Analyst-Equity | |
| Liberty University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 41 |
| Regno Unito | 4 |
| Giappone | 3 |
| India | 3 |
| Francia | 2 |
Settori
| Consumer Services | 27 |
| Finance | 23 |
| Technology Services | 2 |
| Commercial Services | 2 |
Posizioni
| Analyst-Equity | 131 |
| Undergraduate Degree | 89 |
| Market Strategist | 62 |
| Corporate Officer/Principal | 57 |
| Analyst-Fixed Income | 34 |
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