Matthew Epstein
Fondatore presso Newbold Partners LLC
Provenienza dei contatti di primo grado di Matthew Epstein
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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
363
| College/University | Other Consumer Services | 363 |
Tribeca Early Stage Partners
 Tribeca Early Stage Partners Investment ManagersFinance Tribeca Early Stage Partners (Tribeca ESP) is a venture capital firm founded in 2014 by Michael Rushmore. The firm is headquartered in New York.
60
| Private Company | Investment Managers | 60 |
Sagent Advisors LLC
 Sagent Advisors LLC Investment ManagersFinance Sagent Advisors LLC provides strategic and financial advisory services. It offers financial advice on mergers, acquisitions, sales, divestitures, and private capital solutions. The company was founded by Herald L. Ritch and Joel J. Cohen in 2004 and is headquartered in New York, NY.
18
| Extinct | Investment Managers | 18 |
DC Advisory US LLC
 DC Advisory US LLC Investment ManagersFinance Part of Daiwa Securities Group, Inc., DC Advisory US LLC is a financial services company. The company is based in New York, NY. The company was founded in 2018 by Hal Ritch. Bill Kohr has been the CEO of the company since 2023.
5
| Subsidiary | Investment Managers | 5 |
Newbold Partners LLC
1
| Private Company | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matthew Epstein tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal General Counsel Corporate Officer/Principal Private Equity Investor | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Corporate Officer/Principal Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| DEUTSCHE BANK AG | Investment Banks/Brokers | Chairman Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Private Equity Investor Analyst-Equity Private Equity Investor | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Prospect Capital Restaurants LLC
 Prospect Capital Restaurants LLC RestaurantsConsumer Services Prospect Capital Restaurants LLC operates restaurants. The American company was founded in 2016 by Christopher Rigassio and Philip A Nisbet. Christopher Rigassio has been the CEO since 2016. | Restaurants | Private Equity Investor Founder Private Equity Investor | |
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 Private Equity Investor Private Equity Investor | |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Private Equity Investor Corporate Officer/Principal Private Equity Investor | |
| MORGAN STANLEY | Investment Managers | Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
The Depository Trust & Clearing Corp.
 The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
| Stanford University | College/University | Masters Business Admin Graduate Degree | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Private Equity Investor | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Trading-Equity | |
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 | Corporate Officer/Principal Private Equity Investor | |
The First National Bank & Trust Co. of Miami (Oklahoma)
 The First National Bank & Trust Co. of Miami (Oklahoma) Major BanksFinance The First National Bank & Trust Co. of Miami operates as a nationally chartered commercial bank. Its services include deposit accounts, cash deposits and IRAs, trust services, interest rates and financial calculator. The company was founded on February 17, 1900 and is headquartered in Miami, OK. | Major Banks | Chairman Director/Board Member | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Merrill Lynch Capital Corp.
 Merrill Lynch Capital Corp. Investment Banks/BrokersFinance Merrill Lynch Capital Corp. provides various financing services. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
MarketWatch, Inc.
 MarketWatch, Inc. Internet Software/ServicesTechnology Services MarketWatch, Inc. provides business news, personal finance information, real-time commentary and investment tools and data. The firm offers subscription products including The Hulbert Financial Digest, Retirement Weekly, The Technical Indicator and Reality Check. The company was founded by Lawrence s. Kramer and Thom Calandra in October 1997 and is headquartered in San Francisco, CA. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Equity | |
| Deutsche Bank AG (Market-Maker) | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Director of Research - Equity Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Institutional Sales Private Equity Investor | |
OpenFin, Inc.
 OpenFin, Inc. Miscellaneous Commercial ServicesCommercial Services OpenFin, Inc. develops platform for financial services industry. It offers tools for financial desktop development such as windowing application program interface, excel API, language adapters, system API, embedded control, and inter-app messaging API. The company was founded by Charles F. Doerr and Mazy Dar in 2010 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Quantify Labs, Inc.
 Quantify Labs, Inc. Packaged SoftwareTechnology Services Quantify Labs, Inc. provides a content and analytics platform and builds software for institutional trading desks. Its solutions include desk analyst, sales, management, research and trading. The firm specializes in institutional finance, technology, capital markets, sell side, buy side and SaaS. The company was founded by Blair Livingston in 2012 and is headquartered in Toronto, Canada. | Packaged Software | President Director/Board Member | |
| Brandeis University | College/University | Undergraduate Degree Graduate Degree | |
| Barclays Investment Bank | Private Equity Investor Chief Tech/Sci/R&D Officer | ||
| Fordham University School of Law | College/University | Graduate Degree Graduate Degree | |
Heller Financial, Inc.
 Heller Financial, Inc. Finance/Rental/LeasingFinance Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 3 |
| Germania | 2 |
| Svizzera | 2 |
| Canada | 2 |
Settori
| Consumer Services | 24 |
| Finance | 23 |
| Technology Services | 3 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 273 |
| Director/Board Member | 154 |
| Private Equity Investor | 149 |
| Undergraduate Degree | 100 |
| Masters Business Admin | 50 |
Contatti più connessi
| Insiders | |
|---|---|
| John Miller | 108 |
| John D. Meserve | 22 |
| Michael Lazerow | 22 |
| John Eley | 20 |
| Christopher Onan | 18 |
| Paul Wigdor | 17 |
| Mark S. Bivens | 16 |
| Mike Ferry | 16 |
| Jason Harinstein | 16 |
| Stenning Schueppert | 15 |
| Akbar Poonawala | 15 |
| Stanton Green | 15 |
| Timothy Lewis | 14 |
| Moshe Gaon | 14 |
| Lesley Goldwasser Plutzik | 14 |
- Borsa valori
- Insiders
- Matthew Epstein
- Connessioni Società
