Julie Ann Caperton
Corporate Officer/Principal presso WELLS FARGO & COMPANY
Provenienza dei contatti di primo grado di Julie Ann Caperton
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance 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.
704
| Subsidiary | Investment Banks/Brokers | 704 |
| Public Company | Major Banks | 203 | |
Leadership Network, Inc.
 Leadership Network, Inc. Miscellaneous Commercial ServicesCommercial Services Leadership Network, Inc. provides collaborative services for pastors and churches.
2
| Private Company | Miscellaneous Commercial Services | 2 |
Wake Forest University School of Law
1
| College/University | Other Consumer Services | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Julie Ann Caperton tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| JPMORGAN CHASE & CO. | Major Banks | Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Chief Executive Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Masters Business Admin Graduate 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 Masters Business Admin Undergraduate Degree | |
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 Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Undergraduate Degree Graduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
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 Analyst-Equity | |
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 Analyst-Equity | |
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 | Director/Board Member Masters Business Admin Graduate Degree | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
City of Hope National Cancer Institute
 City of Hope National Cancer Institute Hospital/Nursing ManagementHealth Services City of Hope is a research and treatment center for cancer, diabetes and various life-threatening diseases. The center is founded in 1913 and is headquartered in Los Angeles, CA. | Hospital/Nursing Management | Director/Board Member Director/Board Member Director/Board Member | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| National Humanities Center | Director/Board Member Director/Board Member | ||
| American University | College/University | Undergraduate Degree Undergraduate Degree | |
Guthrie Theater Foundation
 Guthrie Theater Foundation Movies/EntertainmentConsumer Services Guthrie Theater Foundation is an American center for theater performance, production, education and professional training. The company was founded in May 7, 1963 and is headquartered in Minneapolis, MN. | Movies/Entertainment | Director/Board Member Director/Board Member | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Director/Board Member Graduate Degree | |
Wells Fargo Bank, NA (San Francisco Branch)
 Wells Fargo Bank, NA (San Francisco Branch) Major BanksFinance Wells Fargo Bank, NA operates as a bank which provides financial services. It offers online and mobile banking, home mortgage, loans and credit, investment and retirement, wealth management, and insurance services. The company is headquartered in San Francisco, CA. | Major Banks | Chief Executive Officer Chief Executive Officer | |
| Davidson College | College/University | Undergraduate Degree Undergraduate Degree | |
| McDonough School of Business | College/University | Masters Business Admin Masters Business Admin | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
The Marine Mammal Center
 The Marine Mammal Center Miscellaneous Commercial ServicesCommercial Services The Marine Mammal Center rescues and cures injured, ill and orphaned marine mammals. It protects marine mammals and their environment along the northern California coast.The company was founded by Lloyd Smalley, Pat Arrigoni, and Paul Maxwell in 1975 and is headquartered in Sausalito, CA | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
City of Hope National Medical Center
 City of Hope National Medical Center BiotechnologyHealth Technology City of Hope National Medical Center is an independent biomedical, treatment, and education center that focuses on basic and clinical research in cancer, diabetes, and other chronic, life-threatening diseases. The non-profit company is based in Duarte, CA. City of Hope offers virtual tours of its world-renowned facilities, where people can learn about the company's efforts to make a difference in the lives of those with serious illnesses such as cancer and diabetes. The company was founded in 1913. Robert W. Stone has been the CEO of the company since 1996. | Biotechnology | Director/Board Member Director/Board Member | |
| THE HOME DEPOT, INC. | Home Improvement Chains | Director/Board Member Director/Board Member | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Masters Business Admin | |
The Kennedy Center Corporate Fund
 The Kennedy Center Corporate Fund Investment Trusts/Mutual FundsMiscellaneous Kennedy Center Corporate Fund operates as a nationwide partnership of distinguished business leaders who help to mobilize corporate partners and secure critical funding. The company was founded by Harold Burson in 1977 and is headquartered in Washington, DC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Pennsylvania | College/University | 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 | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
| BANK OF AMERICA CORPORATION | Major Banks | Director of Finance/CFO Comptroller/Controller/Auditor | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree | |
| TARGET CORPORATION | Specialty Stores | Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Finance | 23 |
| Consumer Services | 20 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
| Retail Trade | 3 |
Posizioni
| Director/Board Member | 240 |
| Corporate Officer/Principal | 150 |
| Analyst-Equity | 143 |
| Undergraduate Degree | 92 |
| Independent Dir/Board Member | 59 |
Contatti più connessi
| Insiders | |
|---|---|
| Richard Davis | 37 |
| William Daley | 28 |
| Celeste Clark | 27 |
| Charles Noski | 26 |
| Wayne Hewett | 25 |
| Barry Davis | 23 |
| Charlie Scharf | 23 |
| Theodore Craver | 22 |
| Maria Morris | 19 |
| Ronald Sargent | 17 |
| John Stumpf | 16 |
| Suzanne Vautrinot | 16 |
| C. Parker | 14 |
| Mark Chancy | 13 |
| Stephen W. Sanger | 12 |
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