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Provenienza dei contatti di primo grado di Matthew Roberts
Entità | Tipo di entità | Settore Industriale | |
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Indiana University
114
| College/University | Other Consumer Services | 114 |
Next Capital Management LLC
![]() Next Capital Management LLC Investment ManagersFinance Next Capital Management LLC (Next Capital) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Andrew Hart in 1999 and is ninety-nine percent owned by Next Capital Holdings LLC. Next Capital offers institutional-caliber asset management and strategic wealth planning services for ultra-high-net-worth and high-net-worth clients.
8
| Subsidiary | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matthew Roberts tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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NISA Investment Advisors LLC
![]() NISA Investment Advisors LLC Investment ManagersFinance NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Equity | |
Mizuho Securities USA LLC
![]() Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity | |
ATEA PHARMACEUTICALS, INC. | Pharmaceuticals: Major | Director/Board Member | |
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 | Analyst-Equity Analyst-Equity | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Millennium Management LLC
![]() Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Purdue University | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
The Vistria Group LP
![]() The Vistria Group LP Investment ManagersFinance The Vistria Group LP (The Vistria Group) is an private equity firm founded in 2013 by Kip Kirkpatrick, Marty H. Nesbitt, and Phil A. Alphonse. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
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 Analyst-Equity | |
Universidad Torcuato di Tella | College/University | Undergraduate Degree Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree Private Equity Investor | |
Caldicot Capital LLC
![]() Caldicot Capital LLC Investment ManagersFinance Caldicot Capital LLC (Caldicot Capital) is a private equity firm founded by JR Matthews in 2020. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
Tregaron Management Inc
![]() Tregaron Management Inc Investment ManagersFinance Tregaron Management Inc (Tregaron Capita) is a private equity firm founded in 2001 by J. R. Matthews, M. Todd Collins and John Thornton. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Analyst | |
Levine Leichtman Capital Partners, Inc.
![]() Levine Leichtman Capital Partners, Inc. Investment ManagersFinance Levine Leichtman Capital Partners, Inc (LLCP) is an Independent Private Equity firm founded in 1984 by Arthur E. Levine and Lauren Beth Leichtman. The firm is headquartered in Beverly Hills. | Investment Managers | Private Equity Investor | |
University of Maryland | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Graduate Degree | |
Loyola College (India) | College/University | Undergraduate Degree | |
The World Bank (Research)
![]() The World Bank (Research) Investment ManagersFinance The World Bank (Research) (World Bank-Research) is the investment research division of The World Bank, an international financial institution headquartered in Washington, DC. It provides loans and grants to the governments of low- and middle-income countries for the purpose of pursuing capital projects. World Bank-Research provides research to developing nations to aid economic advancement. | Investment Managers | Economist | |
Indian Institute of Science | College/University | Graduate Degree | |
Beijing Jushi Property Development Co. Ltd. | Chief Executive Officer | ||
Shanghai University of Finance & Economics
![]() Shanghai University of Finance & Economics Other Consumer ServicesConsumer Services Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China. | College/University | Masters Business Admin | |
Beijing Qianfeng Real Estate Co. Ltd. | Chief Executive Officer | ||
Beijing Anguo Real Estate Development Co. Ltd. | Chief Executive Officer | ||
Beijing Wanfeng Yihe Investment Co. Ltd. | Chief Executive Officer | ||
Qianfeng Shenzhen Equity Investment Fund Co. Ltd. | Chairman | ||
CHINA RAILWAY CONSTRUCTION CORPORATION LIMITED | Engineering & Construction | Corporate Officer/Principal | |
Beijing Dingsheng Changan Catering Co. Ltd. | Chief Executive Officer | ||
Xin Xinjishi Restaurant Beijing Co. Ltd. | Director/Board Member | ||
Beijing Ivy Fitness Club Co. Ltd. | Corporate Officer/Principal | ||
Avita Drugs LLC
![]() Avita Drugs LLC Medical/Nursing ServicesHealth Services Avita Drugs LLC manufactures and markets pharmaceuticals. The firm's specialty pharmacy serves the needs of people living with chronic health conditions, including HIV/AIDS, Hepatitis C, mental health, oncology, and solid organ transplant related issues. The company was founded by Jerry Purcell in 2003 and is headquartered in Baton Rouge, LA. | Medical/Nursing Services | Director/Board Member | |
Beijing Dingsheng Mingdu Seafood Restaurant Co. Ltd. | Director/Board Member | ||
Beijing Ivy Fitness Club Management Co. Ltd. | Chief Executive Officer | ||
Qianfeng Guangzhou Private Equity Investment Fund Management C | Chief Executive Officer | ||
Guangzhou Dayi New Financial Management Co. Ltd. | Director/Board Member | ||
Yantai Yanhuang Health Industry Co. Ltd. | Chief Executive Officer | ||
University of Wisconsin | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 28 |
Cina | 16 |
India | 3 |
Argentina | 2 |
Paesi Bassi | 2 |
Settori
Finance | 19 |
Consumer Services | 12 |
Electronic Technology | 2 |
Health Technology | 2 |
Industrial Services | 2 |
Posizioni
Undergraduate Degree | 87 |
Analyst-Equity | 64 |
Director/Board Member | 35 |
Corporate Officer/Principal | 26 |
Private Equity Analyst | 24 |
Contatti più connessi
Insiders | |
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Ronald Whitaker | 22 |
Hong Shen | 18 |
Jerome Adams | 9 |
Josh Overholt | 8 |
Paul Kiraly | 7 |
Seung-Hyun Lee | 6 |
MaryFrances McCourt | 6 |
Jack Purdy | 6 |
Dylan Reider | 5 |
Maria Noack | 4 |
Rahul Shrivastav | 4 |
Isaacson Jason | 4 |
Andrew Reale | 4 |
Jamie Peterson | 4 |
Mason Sandy | 4 |
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