Lance Klima
Investitore di Private Equity presso Story3 Capital Partners LLC
Provenienza dei contatti di primo grado di Lance Klima
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.
106
| Subsidiary | Investment Banks/Brokers | 106 |
University of Rhode Island
56
| College/University | Other Consumer Services | 56 |
Story3 Capital Partners LLC
 Story3 Capital Partners LLC Investment ManagersFinance Story3 Capital Partners LLC is a private equity firm founded in 2017 by Peter Harley Comisar. The firm headquartered in Los Angeles, California.
7
| Holding Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lance Klima tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal Analyst-Equity | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Washington Trust Co. of Westerly (Investment Management)
 The Washington Trust Co. of Westerly (Investment Management) Investment ManagersFinance The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans. | Investment Managers | Portfolio Manager-Equities Comptroller/Controller/Auditor Analyst-Fixed Income | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Queens College | College/University | Undergraduate Degree 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 | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity | |
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 | 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 Director of Research - Equity | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
| United States Marine Corps | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Graduate Degree Masters Business Admin | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Davenport & Co. LLC (Broker)
 Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Applied Science Associates, Inc.
 Applied Science Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| United States Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
Vining Sparks IBG LLC
 Vining Sparks IBG LLC Investment Banks/BrokersFinance Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Graduate Degree | |
Naval Surface Warfare Center
 Naval Surface Warfare Center Trucks/Construction/Farm MachineryProducer Manufacturing Naval Surface Warfare Center builds ships and combat systems. The private company is based in Washington Navy Yard. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
Cantor Fitzgerald & Co.
 Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Analyst-Equity | |
Cantor Fitzgerald Securities
 Cantor Fitzgerald Securities Investment Banks/BrokersFinance Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data. | Investment Banks/Brokers | Analyst-Equity | |
ARK Ventures
 ARK Ventures Investment ManagersFinance ARK Ventures (ARK Ventures) is a venture capital subsidiary of ARK Investment Management LLC founded by Catherine Wood. The firm is headquartered in St. Petersburg, Florida. | Investment Managers | Consultant / Advisor | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin | |
| US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| EQUITY COMMONWEALTH | Real Estate Investment Trusts | Director/Board Member | |
United Way of Long Island
 United Way of Long Island Miscellaneous Commercial ServicesCommercial Services United Way of Long Island develops programs for education, income/financial stability and health. The company was founded in 1964 and is headquartered in Deer Park, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| Lehigh University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 51 |
Settori
| Finance | 29 |
| Consumer Services | 16 |
| Government | 4 |
| Commercial Services | 3 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 167 |
| Undergraduate Degree | 94 |
| Analyst-Equity | 83 |
| Director/Board Member | 74 |
| Masters Business Admin | 31 |
Contatti più connessi
| Insiders | |
|---|---|
| Kenneth Shea | 18 |
| Angela Dalton | 16 |
| Michael Bell | 16 |
| Jim Gladney | 15 |
| Brian Kriebel | 13 |
| Erwin Vahlsing | 13 |
| Alfred Hickey | 13 |
| Herbert A. Lurie | 12 |
| Paul Friedman | 12 |
| Stuart Bernstein | 12 |
| John Hervey | 11 |
| David Lemoie | 10 |
| Chris J. Wolfe | 9 |
| Matthew Lillis | 9 |
| Joseph Army | 9 |
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