Marc Friezo
Gestore di Portafoglio-Azioni presso Flow State Investments LP
Provenienza dei contatti di primo grado di Marc Friezo
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Merrill Lynch & Co., Inc.
217
| Extinct | Investment Managers | 217 |
Texas Christian University
55
| College/University | Other Consumer Services | 55 |
Advent Capital Management LLC
 Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD).
13
| Private Company | Investment Managers | 13 |
McMahan Securities Co. LP
 McMahan Securities Co. LP Investment Banks/BrokersFinance Founded in 1988, McMahan Securities Co. LP is a broker-dealer located in Greenwich, Connecticut. They uncover companies early in their growth curve and create new and substantial investment opportunities for their clients. They focus their research solely on companies issuing convertibles. The companies they follow are often young, strong, growing firms. They tend to be those in need of capital that are properly positioned in their markets. Sometimes, they are companies that are not well known or recognized, making it difficult for them to successfully market an initial fixed-income offering. Instead, they issue convertibles, which are attractive to purchasers for their ability to be converted into equity, allowing participation in the company's rapid growth. Strategically, they look for securities with favorable risk/reward characteristics, those with a limited downside risk but a real opportunity to participate in the upside if the stock moves positively. Convertible securities can achieve both fixed income and equity type returns. They are a member of the NASD and the SIPC.
3
| Extinct | Investment Banks/Brokers | 3 |
Lydian Asset Management LP
 Lydian Asset Management LP Investment ManagersFinance Founded by David C. Friezo in 1999, Lydian Asset Management LP is a hedge fund manager located in Westport, Connecticut. They manage the Lydian Partners II LP and the Lydian Global Opportunities Partners LP
1
| Extinct | Investment Managers | 1 |
Flow State Investments LP
 Flow State Investments LP Investment ManagersFinance Flow State Investments LP is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Joseph "Joe” Scoby and is owned by Joseph F. Scoby Revocable Trust. They provide investment advice to high-net-worth clients.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Marc Friezo tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
USAA Investment Services Co.
 USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Graduate Degree Graduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
| ADVENT CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Compliance Officer | |
| Swarthmore College | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Graduate Degree Masters Business Admin | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Mary's University School of Law | College/University | Graduate Degree 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 | Masters Business Admin Undergraduate Degree | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
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 Masters Business Admin | |
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 Corporate Officer/Principal | |
Wintrust Investments LLC
 Wintrust Investments LLC Investment ManagersFinance Wintrust Investments LLC (WTI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1931 and formerly known as Wayne Hummer Investments LLC and changed their name to Wintrust Investments LLC in 2018. They are a subsidiary of Wintrust Bank, NA, which is owned by Wintrust Financial Corp. (NASDAQ: WTFC). WTI provides portfolio management services to individuals, high-net worth individuals, banking or thrift institutions, corporate pension and profit-sharing plans, foundations, endowments, trust programs, and other US institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Guaranty Bank & Trust NA (Mount Pleasant, Texas)
 Guaranty Bank & Trust NA (Mount Pleasant, Texas) Major BanksFinance Guaranty Bank & Trust NA provides commercial banking services. It offers personal banking solutions, such as checking accounts, savings accounts, online and mobile banking, credit cards, loans, and other services. The firm provides business banking solutions, including checking accounts, savings accounts, loans, online cash management, mobile banking, mortgage warehouse lending, and treasury management. The company was founded on January 13, 1913 and is headquartered in Mount Pleasant, TX. | Major Banks | Chief Operating Officer Director/Board Member | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Young Presidents' Organization, Inc.
 Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Masters Business Admin | |
| INDEPENDENT BANK GROUP, INC. | Regional Banks | President | |
| The University of Alabama in Huntsville | College/University | Undergraduate Degree | |
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Investment Managers | Corporate Officer/Principal | |
| COHEN & STEERS INFRASTRUCTURE FUND, INC | Investment Trusts/Mutual Funds | Compliance Officer | |
Schulte Roth & Zabel LLP
 Schulte Roth & Zabel LLP Miscellaneous Commercial ServicesCommercial Services Schulte Roth & Zabel LLP provides legal services. Its client roster includes institutional, entrepreneurial and individual clients, including public and private companies, investment banks, hedge and private equity funds, domestic money centers and foreign commercial banks, broker-dealers, investment advisers, private investment partnerships, venture capitalists and pension funds. The firm expertise in domestic and cross-border acquisitions to high-stakes litigations, multilayered financings, high-profile real estate deals, debt restructurings, and estate and trust administration. The company was founded in 1969 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Massachusetts | College/University | Undergraduate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Regno Unito | 2 |
Settori
| Consumer Services | 22 |
| Finance | 21 |
| Commercial Services | 6 |
| Miscellaneous | 5 |
Posizioni
| Corporate Officer/Principal | 207 |
| Director/Board Member | 114 |
| Undergraduate Degree | 96 |
| Chief Executive Officer | 54 |
| Masters Business Admin | 48 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Peterson | 28 |
| Launny Steffens | 28 |
| Ralph W. Manning | 25 |
| Barry Davis | 23 |
| David Lesser | 19 |
| Edward Delk | 13 |
| Omar Jaffrey | 12 |
| Kevin L. Bespolka | 12 |
| Joseph Gatto | 12 |
| Bruce J. Schanzer | 11 |
| Carrie Kirby | 11 |
| Matthew Young | 11 |
| Marc Pandraud | 10 |
| Joseph Roland Cavatoni | 10 |
| Stephen Okland | 9 |
- Borsa valori
- Insiders
- Marc Friezo
- Connessioni Società
