Paul Adams
Gestore di Portafoglio-Azioni presso UBS Financial Services, Inc.
Provenienza dei contatti di primo grado di Paul Adams
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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).
394
| Subsidiary | Investment Banks/Brokers | 394 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
221
| Subsidiary | Investment Managers | 221 |
Central Washington University
11
| College/University | Other Consumer Services | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Paul Adams tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Director of Research - Equity Director of Research - Equity Analyst-Equity Director of Research - Equity Economist Director of Research - Equity Analyst-Equity Chief Executive Officer Market Strategist Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal Market Strategist | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin 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 Undergraduate Degree Doctorate Degree Undergraduate Degree Graduate Degree | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income | |
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 Economist Analyst-Equity Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Union College (New York) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Director/Board Member | |
| University of Illinois | College/University | Graduate Degree Doctorate Degree | |
| Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
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 | Graduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Graduate Degree | |
| University of South Carolina | College/University | Undergraduate Degree Undergraduate Degree | |
Janney Montgomery Scott LLC (Investment Management)
 Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, wholly-owned by The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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 | Director/Board Member 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 Private Equity Investor | |
| Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse (USA), Inc.
 Credit Suisse (USA), Inc. Investment Banks/BrokersFinance Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Market Strategist | |
| Yale University | College/University | Graduate Degree | |
| Brown University | College/University | Undergraduate Degree | |
Quantia, Inc.
 Quantia, Inc. Internet Software/ServicesTechnology Services Quantia, Inc. develops communication networks and integrates end-to-end security. It offers physician relationship management services. Its web-based and mobile platform uses a blend of social media, game mechanics, and engagement science to help organizations such as health systems and life sciences. The company was founded by Eric V. Schultz in 2004 and is headquartered in Waltham, MA. | Internet Software/Services | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Cravath, Swaine & Moore LLP
 Cravath, Swaine & Moore LLP Miscellaneous Commercial ServicesCommercial Services Cravath, Swaine & Moore LLP provides legal services. The firm's practice areas encompasses corporate, executive compensation and benefits, international business, litigation, pro bono, tax, and trusts and estates. Its lawyers and associates' training focus on addressing and handling clients' legal issues, business transaction, and disputes. The company was founded in 1819 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin | |
Digital Global Systems, Inc.
 Digital Global Systems, Inc. Information Technology ServicesTechnology Services Digital Global Systems, Inc. designs and manages service spectrum monitoring platform. It offers spectrum monitoring and management, interference mitigation, and critical asset protection services. The company was founded in 2013 and is headquartered in Beltsville, MD. | Information Technology Services | Director/Board Member | |
| R1 RCM INC. | Miscellaneous Commercial Services | Director/Board Member | |
Cumberland Consulting Group LLC
 Cumberland Consulting Group LLC Information Technology ServicesTechnology Services Cumberland Consulting Group LLC operates as an information technology advisory and support services firm. Its services include strategic information and planning, performance improvement, system implementation, and project management services. The company was founded by James D. Lewis in 2004 and is headquartered in Franklin, TN. | Information Technology Services | Director/Board Member | |
McDermott Will & Emery LLP
 McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services McDermott Will & Emery LLP provides legal services. The company's practices include corporate, employee benefits, health law, intellectual property, private clients, regulation and government affairs, tax, and trial. The company was founded in 1934 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | General Counsel |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Hong Kong | 2 |
Settori
| Finance | 26 |
| Consumer Services | 20 |
| Technology Services | 4 |
| Commercial Services | 4 |
Posizioni
| Corporate Officer/Principal | 118 |
| Analyst-Equity | 83 |
| Undergraduate Degree | 81 |
| Director/Board Member | 74 |
| Portfolio Manager-Equities | 52 |
Contatti più connessi
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Thomas Montag | 26 |
| Andrew Sergio Gazitua Dwyer | 16 |
| Charles J. Ditkoff | 13 |
| George Chrisafis | 10 |
| Justus Kilian | 10 |
| Irem Mertol Rami | 10 |
| Rob Samuels | 9 |
| Rick Patel | 9 |
| Ethan S. Harris | 8 |
| Marten Sybren Hoekstra | 8 |
| Shea Wallon | 8 |
| Brian Krause | 7 |
| Jennifer Stahmer | 7 |
| Evan Ladouceur | 7 |
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- Insiders
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