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Provenienza dei contatti di primo grado di Matthew E. Lebo
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Ursinus College
5
| College/University | Other Consumer Services | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matthew E. Lebo tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
Capital Analysts LLC
![]() Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Investment Managers | Corporate Officer/Principal | |
Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Investment Banks/Brokers | Corporate Officer/Principal | |
ClearBridge LLC
![]() ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Corporate Officer/Principal | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
St. Joseph's University | College/University | Masters Business Admin | |
BTCS INC. | Regional Banks | Founder | |
Kistler-Tiffany Cos. LLC
![]() Kistler-Tiffany Cos. LLC Investment ManagersFinance Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs. | Investment Managers | Analyst-Equity | |
Thrive Wealth Management LLC
![]() Thrive Wealth Management LLC Investment ManagersFinance Thrive Wealth Management LLC (Thrive) is an independent registered investment advisor headquartered in Audubon, Pennsylvania. The firm was founded by Stephen “Steve” Erfle in 2013. Thrive offers investment advisory services, retirement plan consulting services, and financial planning and related consulting services to its clients, who generally include individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Investment Managers | Founder | |
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 |
Statistiche
Distribuzione geografica
Stati Uniti | 12 |
Settori
Finance | 11 |
Consumer Services | 2 |
Posizioni
Undergraduate Degree | 5 |
Analyst-Equity | 4 |
Corporate Officer/Principal | 4 |
Founder | 2 |
Analyst-Fixed Income | 1 |
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