Patrick Halfmann
Direttore/Membro del Consiglio presso Noodle Partners, Inc.
Provenienza dei contatti di primo grado di Patrick Halfmann
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
407
| Subsidiary | Investment Banks/Brokers | 407 |
University of Vermont
17
| College/University | Other Consumer Services | 17 |
Noodle Partners, Inc.
 Noodle Partners, Inc. Internet Software/ServicesTechnology Services Noodle Partners, Inc. helps students make better decisions about learning. It operates an Internet portal for education and search index website. The company was founded by John S. Katzman and is headquartered in New York, NY.
9
| Holding Company | Internet Software/Services | 9 |
KPMG Corporate Finance LLC
 KPMG Corporate Finance LLC Investment ManagersFinance KPMG Corporate Finance LLC provides investment advisory services. The firm offers mergers and acquisitions advisory services including buy side, sell side, equity and debt financings and management buyouts. The company is headquartered in Chicago, IL.
7
| Subsidiary | Investment Managers | 7 |
Greenstruxure NA LLC
 Greenstruxure NA LLC Electric UtilitiesUtilities Greenstruxure NA LLC provides energy services. The company is based in Andover, MA. Jose Lorenzo has been the CEO of the company since 2020.
3
| Holding Company | Electric Utilities | 3 |
| Public Company | Agricultural Commodities/Milling | 3 | |
ValueAct Capital LLC
2
| Hedge Fund | Investment Trusts/Mutual Funds | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Patrick Halfmann 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 Corporate Officer/Principal Corporate Officer/Principal | |
| Rochester Christian University | College/University | Undergraduate Degree | |
Lazard Frères & Co. LLC
 Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
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 Analyst-Equity | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| Boston University | College/University | Doctorate Degree Undergraduate Degree | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | Masters Business Admin Doctorate Degree Undergraduate Degree | |
| Dickinson College | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate 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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| New York University | College/University | Undergraduate Degree Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Doctorate Degree | |
Noodle Companies LLC
 Noodle Companies LLC Internet Software/ServicesTechnology Services Noodle Companies LLC operates as an education website platform. It helps parents and students make better decisions about learning using interactive search tools, families can find the right preschool, college, tutor, or any other learning resources. The company was founded by John Katzman in 2013 and is headquartered in New York, NY. | Internet Software/Services | Founder Director/Board Member | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Reverence Capital Partners LLC
 Reverence Capital Partners LLC Investment ManagersFinance Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| State University of New York at Albany | College/University | Graduate Degree | |
| Fordham University School of Law | College/University | Masters Business Admin | |
| Weill Cornell Medical College | College/University | Corporate Officer/Principal | |
Memorial Sloan Kettering Cancer Center
 Memorial Sloan Kettering Cancer Center Hospital/Nursing ManagementHealth Services Memorial Sloan-Kettering Cancer Center operates as a private cancer center. It offers cancer care services to adult; and child and teen patients. Its services include risk assessment and screening; diagnosis and treatment; clinical trials; patient and caregiver education; and pediatric clinical trials. The company was founded by John J. Astor and Charlotte Astor in 1884 and is headquartered in New York, NY. | Hospital/Nursing Management | Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin | |
| University of Florida | College/University | Undergraduate Degree | |
| Instituto Tecnológico Autónomo de México | College/University | Undergraduate Degree | |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Chief Investment Officer | |
Brooklyn Public Library
 Brooklyn Public Library Miscellaneous Commercial ServicesCommercial Services Brooklyn Public Library operates as a public library. It provides public programs, internet-accessible computers and a multilingual center. The company was founded on November 30, 1896 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
UBS Securities (Asia) Ltd.
 UBS Securities (Asia) Ltd. Investment Banks/BrokersFinance UBS Securities Asia Ltd. (UBS Asia) is a brokerage firm headquartered in Hong Kong. The firm is a subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Asia provides corporate and institutional clients which include intermediary and alternative asset managers with financial advisory services, access to the world's capital markets and securities products and research in the field of equity, fixed-income, rates, foreign exchange, energy and metals. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Israele | 2 |
| Regno Unito | 2 |
| Messico | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 32 |
| Finance | 15 |
| Industrial Services | 2 |
| Technology Services | 2 |
| Health Services | 2 |
Posizioni
| Analyst-Equity | 93 |
| Undergraduate Degree | 87 |
| Director/Board Member | 74 |
| Corporate Officer/Principal | 73 |
| Market Strategist | 29 |
Contatti più connessi
| Insiders | |
|---|---|
| Fredrick Schaufeld | 43 |
| Nate Lentz | 31 |
| John Katzman | 18 |
| Eva Zlotnicka | 14 |
| Nadège Petit | 11 |
| Jeffrey Hung | 9 |
| Joshua Pokrzywinski | 7 |
| Chiente Hsu | 7 |
| Adam Parker | 7 |
| Vikram Purohit | 6 |
| Edmund Tu | 6 |
| Bob Huang | 6 |
| Diane Ding | 5 |
| Laura Sanchez | 5 |
| Jing Li Li | 5 |
- Borsa valori
- Insiders
- Patrick Halfmann
- Connessioni Società
