Michael James Stevens
Trading-Equity presso Ropes Wealth Advisors LLC
Provenienza dei contatti di primo grado di Michael James Stevens
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Syracuse University
110
| College/University | Other Consumer Services | 110 |
Ropes Wealth Advisors LLC
 Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans.
8
| Subsidiary | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael James Stevens tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Analyst-Equity Analyst-Equity | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Masters Business Admin | |
Ropes & Gray LLP (Private Client Group)
 Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| EVERCORE INC. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Siguler Guff & Co. LP
 Siguler Guff & Co. LP Investment ManagersFinance Siguler Guff & Co. LP (Siguler Guff) is a private equity firm founded in 1995 by George William Siguler, Andrew Joseph Guff and Donald Paul Spencer. The firm is headquartered in New York.with additional offices Boston, Houstan, London. | Investment Managers | Private Equity Investor Private Equity Investor | |
Tung Wah Group of Hospitals
 Tung Wah Group of Hospitals Hospital/Nursing ManagementHealth Services Tung Wah Group of Hospitals is a hospital operator. The private company is based in Hong Kong, Hong Kong. and has subsidiaries in Hong Kong. The Chinese company was founded in 1851. | Hospital/Nursing Management | Director/Board Member | |
Garrison Investment Group
 Garrison Investment Group Investment ManagersFinance Garrison Investment Group (Garrison) is a private equity subsidiary of Garrison Investment Group LP founded in 2007 by Steve Stuart and Joe Tansey. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Ropes & Gray LLP
 Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Sky Happiness Ltd.
 Sky Happiness Ltd. Financial ConglomeratesFinance Part of Huiyin Holdings Group Ltd., Sky Happiness Ltd. is an investment holding Chinese company. The company is based in Hong Kong, Hong Kong. Sky Happiness was acquired by Huiyin Holdings Group Ltd. on May 14, 2018 for $11.95 million. | Financial Conglomerates | Director/Board Member | |
Team Eight Group Holdings Ltd.
 Team Eight Group Holdings Ltd. Financial ConglomeratesFinance Team Eight Group Holdings Ltd. is an investment company, which engages in the trade of commercial properties. It focuses on office units in core business areas and retail shops in shopping malls and community areas. The company was founded on March 15, 2018 and is headquartered in Hong Kong. | Financial Conglomerates | Chairman | |
| Gale Well Group Ltd. | Director/Board Member | ||
| Guangxi Chinese People's Political Consultative Conference | Corporate Officer/Principal | ||
| Liu Wai Lun Jeffrey Charitable Foundation Ltd. | Founder | ||
| Wah Yan One Family Foundation | Director/Board Member | ||
| Billion Wealth Capital Investment Ltd. | Director/Board Member | ||
| Earnway Corp. Ltd. | Director/Board Member | ||
| Y. Elites Association Ltd. | Director/Board Member | ||
Full Fortune Ltd.
 Full Fortune Ltd. Wholesale DistributorsDistribution Services Full Fortune Ltd. distributes jewelry. The private company is based in Hong Kong, Hong Kong. | Wholesale Distributors | Director/Board Member | |
| Head Success Ltd. | Director/Board Member | ||
| Fully Growth Ltd. | Director/Board Member | ||
| Ultra Rich Ltd. | Director/Board Member | ||
Joy China Ltd.
 Joy China Ltd. Packaged SoftwareTechnology Services Joy China Ltd. develops online games and new concept games. The private company is based in Hong Kong, Hong Kong. | Packaged Software | Director/Board Member | |
| Giant Ascent Ltd. | Director/Board Member | ||
| Most Right Ltd. | Director/Board Member | ||
| Century Fortune Ltd. | Director/Board Member | ||
| Most Grace Corp. Ltd. | Director/Board Member | ||
| Gold Aim Ltd. | Director/Board Member | ||
| Nation Capital International Ltd. | Director/Board Member | ||
| Earn Day Ltd. | Director/Board Member |
Statistiche
Distribuzione geografica
| Hong Kong | 22 |
| Stati Uniti | 16 |
| Cina | 2 |
Settori
| Finance | 13 |
| Consumer Services | 5 |
| Health Services | 2 |
| Commercial Services | 2 |
| Distribution Services | 2 |
Posizioni
| Corporate Officer/Principal | 113 |
| Director/Board Member | 109 |
| Undergraduate Degree | 91 |
| Graduate Degree | 32 |
| Private Equity Investor | 26 |
Contatti più connessi
| Insiders | |
|---|---|
| Wai Lun Liu | 67 |
| Michael Baran | 14 |
| Lukas Winkler | 11 |
| Justin Reich | 11 |
| Annie Dean | 10 |
| Nancy Rocha | 9 |
| Shubhashree Mukherjee | 8 |
| Arthur C. Brooks | 8 |
| Mohan Naidu | 8 |
| Sarah Anstey | 7 |
| Jeff Evans | 7 |
| Adam Stern | 7 |
| Richard Bovender | 7 |
| E. Bruce Fredrikson | 7 |
| Dan B. Green | 7 |
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- Insiders
- Michael James Stevens
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