Paul Lountzis
Amministratore Delegato presso Lountzis Asset Management LLC
Provenienza dei contatti di primo grado di Paul Lountzis
Entità | Tipo di entità | Settore Industriale | |
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Albright College
11
| College/University | Other Consumer Services | 11 |
Lountzis Asset Management LLC
Lountzis Asset Management LLC Investment ManagersFinance Lountzis Asset Management LLC (Lountzis) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Wyomissing, Pennsylvania. The firm was founded by Apostolos “Paul” Lountzis in 2000. Lountzis operates as a multi-family office that serves families, business-owners, high-net worth individuals, institutions and retirement plans, with fully customized portfolios.
2
| Private Company | Investment Managers | 2 |
Ruane, Cunniff & Goldfarb, Inc.
Ruane, Cunniff & Goldfarb, Inc. Investment ManagersFinance Founded by William J. Ruane in 1969, Ruane, Cunniff & Goldfarb, Inc. is a registered investment advisor headquartered in New York City. The firm provides investment advisory services on a discretionary basis to their clients, which include individuals and institutions with separately managed accounts, private funds, and the Sequoia Fund, Inc., a registered investment company. They also provide advisory services to private funds intended for sophisticated investors and institutional investors. ^
2
| Private Company | Investment Managers | 2 |
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Paul Lountzis tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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BRANDYWINE REALTY TRUST | Real Estate Investment Trusts | Chief Operating Officer | |
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 | |
TOTAL SYSTEM SERVICES | Miscellaneous Commercial Services | Chief Executive Officer | |
CENTRAL SECURITIES CORPORATION | Investment Trusts/Mutual Funds | Director/Board Member | |
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Investment Committee Member | |
Connors Investor Services, Inc.
Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Google LLC
Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal | |
Dynamis Therapeutics, Inc.
Dynamis Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Dynamis Therapeutics, Inc. operates as a holding company with interests in developing pharmaceuticals and diagnostics. It operates through its subsidiaries Dynamis Pharmaceuticals, Inc. and Dynamis Skin Science. The firm's product DYN 15, a drug candidate that prevents the formation of 3DG, a reactive sugar, as well as decreases the levels of key cytokines that are stimulated in chronic inflammations. The company was founded by Annette M. Tobia on May 21, 1997 and is headquartered in Jenkintown, PA. | Pharmaceuticals: Major | Corporate Secretary | |
Ruane Cunniff & Goldfarb LLC
Ruane Cunniff & Goldfarb LLC Investment Banks/BrokersFinance Founded in 2003, Ruane Cunniff & Goldfarb LLC is a brokerage services company. The company is based in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity | |
BLACKHAWK NETWORK HOLDINGS INC | Regional Banks | Director/Board Member | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
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 | Corporate Officer/Principal | |
Vanderbilt University | College/University | Masters Business Admin | |
Comcast Spectacor LLC
Comcast Spectacor LLC Movies/EntertainmentConsumer Services Comcast Spectacor LP operates sports and entertainment firms. It offers event management services. The firm has three divisions: Philadelphia Flyers, Wells Fargo Center, and Spectra. The company was founded by Edward M. Snider in 1996 and is headquartered in Philadelphia, PA. | Movies/Entertainment | Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | 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 | Analyst-Equity | |
Temple University (Pennsylvania) | College/University | Masters Business Admin Graduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
Widener University | College/University | Graduate Degree Graduate Degree | |
The National Hockey League
The National Hockey League Movies/EntertainmentConsumer Services The National Hockey League operates as a professional ice hockey league. It governs the games, sets and enforces rules, regulates team ownership and collects licensing fees for merchandise. The company was founded on November 26, 1917 and is headquartered in New York, NY. | Movies/Entertainment | Director of Finance/CFO | |
Paul Fredrick Menstyle LLC
Paul Fredrick Menstyle LLC Apparel/FootwearConsumer Non-Durables Paul Fredrick Menstyle LLC manufactures & markets men's clothing. Its products include dress shirts, ties, suits, sport coats, outerwear, pants, casual shirts, sweaters, shoes and accessories. The company was founded in 1986 and is headquartered in Fleetwood, PA. | Apparel/Footwear | Corporate Officer/Principal | |
Philadelphia Flyers LP
Philadelphia Flyers LP Movies/EntertainmentConsumer Services Philadelphia Flyers LP operates as a professional Hockey club. The company was founded on June 7, 2002 and is headquartered in Philadelphia, PA. | Movies/Entertainment | Director of Finance/CFO | |
JDRF International
JDRF International Miscellaneous Commercial ServicesCommercial Services JDRF International is a leader in setting the agenda for diabetes research worldwide, and is the largest charitable funder of and advocate for type 1 diabetes research. JDRF find a cure for diabetes and its complications through the support of research. Type 1 diabetes is an autoimmune disease that strikes children and adults suddenly, and can be fatal. Until a cure is found, people with type 1 diabetes have to test their blood sugar and give themselves insulin injections multiple times or use a pump each day, every day of their lives. And even with that intensive care, insulin is not a cure for diabetes, nor does it prevent its potential complications, which may include kidney failure, blindness, heart disease, stroke, and amputation. It was founded in 1970 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
LCOR, Inc.
LCOR, Inc. Real Estate DevelopmentFinance LCOR, Inc. develops, owns, and operates residential, commercial, and mixed-use properties. The company is based in Berwyn, PA. LCOR was acquired by California State Teachers' Retirement System from Lehman Brothers Holdings, Inc. and ultimately controlled by the State of California. | Real Estate Development | Corporate Officer/Principal | |
Pennsylvania Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Pennsylvania Institute of Certified Public Accountants is a professional association for certified public accountants operating statewide. The non-profit company is based in Pennsylvania. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Network Branded Prepaid Card Association
Network Branded Prepaid Card Association Miscellaneous Commercial ServicesCommercial Services The Network Branded Prepaid Card Association, also known as the IPA, is a trade organization that represents the electronic payments sector. The private company is based in Sherborn, MA and was founded by Andy L. Newcomb. The company's focus is on prepaid products, mobile wallets, and person-to-person (P2P) technology for consumers, businesses, and governments. | Miscellaneous Commercial Services | Director/Board Member | |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Personatech, Inc. | Chief Executive Officer | ||
Runway Venture Management LLC
Runway Venture Management LLC Investment ManagersFinance Runway Venture Management LLC (Runway Venture Partners) is a venture capital firm founded in 2016 by Marc Michel and Anna Garcia. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Fintech Meetup LLC
Fintech Meetup LLC Miscellaneous Commercial ServicesCommercial Services Part of Hyve Group Plc, Fintech Meetup LLC operates as a fintech meeting event. The company is based in New York, NY. The company was founded in 2021 by Simran Rekhi Aggarwal, Anil D. Aggarwal. Fintech Meetup was acquired by Hyve Group Plc on March 11, 2022 for $60 million. | Miscellaneous Commercial Services | Founder | |
Oak HC/FT Partners LP
Oak HC/FT Partners LP Investment ManagersFinance Oak HC/FT Partners LP invests in companies located in the US and Europe. The fund targets companies operating in the fields of healthcare and financial technology companies. It provides financing early stage and growth stage capital requirements. It takes minority and majority stake. | Investment Managers | Corporate Officer/Principal | |
Thimble Point Acquisition Corp. II
Thimble Point Acquisition Corp. II Financial ConglomeratesFinance Thimble Point Acquisition Corp. II is a blank check company, which engages for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 9, 2021 and is headquartered in New Haven, CT. | Financial Conglomerates | Corporate Officer/Principal | |
Retail Meetup LLC
Retail Meetup LLC Internet Software/ServicesTechnology Services Part of Hyve Group Plc, Retail Meetup LLC is a company that operates an online meetings and collaboration event platform. The company is based in New York, NY. The company was founded by Anil D. Aggarwal, Simran Rekhi Aggarwal. Retail Meetup was acquired by Hyve Group Plc on December 21, 2020 for $27.80 million. | Internet Software/Services | Chief Executive Officer | |
Groceryshop LLC
Groceryshop LLC Food DistributorsDistribution Services Groceryshop LLC operates as an event management company for grocery and CPG innovation. The firm serves both established and start-up CPG brands, supermarkets, c-stores, drug stores, discount stores, ecommerce players, warehouse clubs, and non-traditional grocery retailers. The company was founded by Anil D. Aggarwal, Simran Rekhi Aggarwal, Caroline Farley, Nishant Ram, and Zia Daniell Wigder in 2018 and is headquartered in New York, NY. | Food Distributors | Chief Executive Officer | |
ESG Leaders LLC
ESG Leaders LLC Miscellaneous Commercial ServicesCommercial Services Kindred Events LLC provides event planning services. The company was founded in September 2018 by Ian Schafer and Anil D. Aggarwal and is headquartered in New York, NY. | Miscellaneous Commercial Services | Founder | |
Money20/20 LLC
Money20/20 LLC Movies/EntertainmentConsumer Services Money20/20 is the world’s largest event enabling payments and financial services innovation for connected commerce at the intersection of mobile, retail, marketing services, data and technology. With 7,500+ attendees, including more than 750 CEOs, from over 2,500 companies and 60 countries, Money20/20 is critical to realizing the vision of disruptive ways in which consumers and businesses manage, spend and borrow money. Money20/20 was created in 2011 by successful serial FinTech entrepreneurs and investors, Anil D. Aggarwal and Jonathan Weiner, as a catalyst for the growth and development of the payments and financial services ecosystem in which they''ve operated for over 15 years. In just three years, Money20/20 fundamentally disrupted the status quo and established an entirely new and groundbreaking scale and standard for industry events. | Movies/Entertainment | Chief Executive Officer | |
ACCION East, Inc.
ACCION East, Inc. Finance/Rental/LeasingFinance ACCION East, Inc. provides microcredit and financial support services. It offers access to capital and financial education. The firm serves low- and moderate-income individuals, primarily minorities and women. The company was founded in 1991 and is headquartered in New York, NY. | Finance/Rental/Leasing | Director/Board Member | |
Dynamis Pharmaceuticals, Inc.
Dynamis Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Dynamis Pharmaceuticals, Inc. engages in the research and development of biopharmaceutical products. It develops drugs diabetic complications and other autoimmune diseases. The company is headquartered in Jenkintown, PA. | Pharmaceuticals: Major | Director/Board Member | |
Shoptalk Commerce LLC
Shoptalk Commerce LLC Miscellaneous Commercial ServicesCommercial Services Shoptalk Commerce LLC provides conference and exhibition services. The company was founded by Donald Kingsborough, Jonathan A. Weiner, Simran Rekhi Aggarwal and Anil D. Aggarwal and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Executive Officer | |
Cira Square REIT LLC
Cira Square REIT LLC Real Estate Investment TrustsFinance Part of Brandywine Realty Trust, Cira Square REIT LLC is a Real Estate Investment Trust/REIT. The company is based in Philadelphia, PA. The CEO of the company is Gerard H. Sweeney. | Real Estate Investment Trusts | Chief Operating Officer | |
Linpro Co. | Corporate Officer/Principal | ||
Bedivere Insurance Co.
Bedivere Insurance Co. Insurance Brokers/ServicesFinance Part of Armour Group Ltd. (Bermuda), Bedivere Insurance Co. is a company that provides insurance services. The company is based in Altoona, PA. | Insurance Brokers/Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 47 |
Georgia | 2 |
Settori
Finance | 21 |
Commercial Services | 9 |
Consumer Services | 9 |
Technology Services | 4 |
Health Technology | 3 |
Posizioni
Corporate Officer/Principal | 22 |
Undergraduate Degree | 16 |
Chief Executive Officer | 12 |
Director/Board Member | 12 |
Analyst-Equity | 12 |
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