Lisa A. Cook
Direttore operativo presso Pacific Portfolio Consulting LLC
Provenienza dei contatti di primo grado di Lisa A. Cook
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
110
| Subsidiary | Investment Managers | 110 |
Prudential Securities
97
| Extinct | Investment Banks/Brokers | 97 |
Western Washington University
25
| College/University | Other Consumer Services | 25 |
Pacific Portfolio Consulting LLC
 Pacific Portfolio Consulting LLC Investment ManagersFinance Pacific Portfolio Consulting LLC operates as an investment and wealth advisory firm. It offers wealth management and investment advisory solutions and services, including specialized practices serving families and individuals, businesses and institutional fiduciaries. The company was founded in 1992 and is headquartered in the Seattle, WA.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lisa A. Cook tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Los Angeles | College/University | Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
Hollencrest Capital Management LLC
 Hollencrest Capital Management LLC Investment ManagersFinance Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners. | Investment Managers | Founder Chief Executive Officer Portfolio Manager-Equities Founder | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Fixed Income Invts | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Doctorate 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 Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity 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 | Corporate Officer/Principal Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
The Benchmark Co. LLC
 The Benchmark Co. LLC Investment Banks/BrokersFinance Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| OPPENHEIMER HOLDINGS INC. | Investment Banks/Brokers | General Counsel Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| The College of William & Mary | College/University | Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
Pacific Wealth Advisors LLC
 Pacific Wealth Advisors LLC Investment ManagersFinance Pacific Wealth Advisors LLC provides investment and wealth management services. The private company is based in Seattle, WA and has subsidiaries in the United States. The CEO of the company is Lawrence L. Hood. | Investment Managers | Chief Executive Officer Director/Board Member | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
| JPMORGAN CHASE & CO. | Major Banks | Public Communications Contact Corporate Officer/Principal | |
Wings Capital Partners Management LLC
 Wings Capital Partners Management LLC Financial ConglomeratesFinance Wings Capital Partners Management LLC provides investment services in aircraft sector. It is a private company that owns and manages predominantly single-aisle, in-production commercial jet aircraft on lease to airlines around the world. The company was founded by Stephen R. Hannahs in 2013 and is headquartered in Newport Beach, CA. | Financial Conglomerates | Director/Board Member | |
Sightway Capital LP
 Sightway Capital LP Investment ManagersFinance Sightway Capital LP (Sightway Capital) is a Private Equity firm founded in 2017. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| SCULPTOR CAPITAL MANAGEMENT, INC. | Investment Managers | Public Communications Contact |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
Settori
| Finance | 32 |
| Consumer Services | 20 |
Posizioni
| Corporate Officer/Principal | 219 |
| Director/Board Member | 140 |
| Analyst-Equity | 95 |
| Undergraduate Degree | 78 |
| Portfolio Manager-Equities | 38 |
Contatti più connessi
| Insiders | |
|---|---|
| Todd Ault | 27 |
| Craig MacKay | 25 |
| Kimberly Alexy | 24 |
| Stanley Stern | 23 |
| Peter Frank Drake | 22 |
| Vincent T. Pica | 18 |
| Sandy S. McGrath | 17 |
| Bruce Jackson | 16 |
| Michael Legg | 15 |
| Matthew J. Plunkett | 14 |
| Kyle Lattner | 12 |
| Fred W. Hill | 12 |
| Shekhar Pramanick | 11 |
| Joe Beedle | 11 |
| Allen Salisbury Morton | 10 |
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