R. Roth
Direttore/Membro del Consiglio presso BINAH CAPITAL GROUP, INC.
Patrimonio netto: 485 350 $ in data 31/05/2024
Provenienza dei contatti di primo grado di R. Roth
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Michigan State University
189
| College/University | Other Consumer Services | 189 |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.
87
| Subsidiary | Investment Managers | 87 |
Investment Program Association
34
| Non-Profit Organization | 34 | |
| Public Company | Investment Banks/Brokers | 17 | |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.
13
| Holding Company | Investment Managers | 13 |
| Subsidiary | Financial Conglomerates | 9 | |
Osaic Wealth, Inc.
 Osaic Wealth, Inc. Investment Banks/BrokersFinance Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.
8
| Subsidiary | Investment Banks/Brokers | 8 |
Berkshire Capital Securities LLC
 Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York.
5
| Subsidiary | Investment Managers | 5 |
SS 567 University LLC
 SS 567 University LLC Advertising/Marketing ServicesCommercial Services SS 567 University LLC provides seminar marketing, planning and social media management services. Its services include triple graduated seminars, financing, real estate, attorney and personal finance and insurance seminars. The company was founded by Dean Thurman, Mike Thurman, and Jeff Grail in September 2015 and is headquartered in Birmingham, MI.
5
| Holding Company | Advertising/Marketing Services | 5 |
Haven Tower Group LLC
4
| Private Company | 4 | |
ING Advisors, Inc.
 ING Advisors, Inc. Investment ManagersFinance Part of Voya Financial, Inc., ING Advisors, Inc. is an American company.
2
| Subsidiary | Investment Managers | 2 |
| Private Company | Investment Banks/Brokers | 2 | |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.
1
| Holding Company | Investment Managers | 1 |
Realty Capital Securities LLC
 Realty Capital Securities LLC Investment Banks/BrokersFinance Founded in 2007, Realty Capital Securities LLC is an open architecture broker/dealer located in Boston, Massachusetts. The firm focuses exclusively on the distribution of direct investments. They are the dealer-manager for a variety of real estate related securities. Realty Capital Securities is an affiliate of American Realty Capital LLC, a full-service investment advisory firm sponsoring a series of investment programs with an emphasis on publicly registered non-traded real estate offerings. Their ultimate parent is Realty Income Corp. (NYSE: O). Realty Capital Securities is a member FINRA/SIPC.
1
| Extinct | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a R. Roth tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree | |
| MERRIMAN HOLDINGS, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Commonwealth Capital Securities Corp.
 Commonwealth Capital Securities Corp. Investment Banks/BrokersFinance Part of Commonwealth Capital Corp., Commonwealth Capital Securities Corp. is a security brokers, dealers, and flotation company. The company is based in Chadds Ford, PA. The company was founded by Kimberly A. Springsteen-Abbott. The CEO is Henry J. Abbott. | Investment Banks/Brokers | Chief Executive Officer General Counsel | |
Commonwealth Income & Growth Fund V
 Commonwealth Income & Growth Fund V Finance/Rental/LeasingFinance Commonwealth Income & Growth Fund V engages in acquiring computer information technology, telecommunications, medical technology, inventory management and other similar capital equipment. The company was founded on May 19, 2003 and is headquartered in New Port Richey, FL. | Finance/Rental/Leasing | President Compliance Officer | |
| INVENTRUST PROPERTIES CORP. | Real Estate Investment Trusts | Chief Administrative Officer Public Communications Contact | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Sales & Marketing | |
| INLAND REAL ESTATE INCOME TRUST, INC. | Real Estate Investment Trusts | Corporate Officer/Principal Chief Executive Officer | |
| ZAIS GROUP HOLDINGS INC | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree 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 | Undergraduate Degree Undergraduate Degree | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
Inland Real Estate Investment Corp.
 Inland Real Estate Investment Corp. Investment ManagersFinance Inland Real Estate Corp. is a real estate investment trust based in Oak Brook, Illinois. | Investment Managers | Sales & Marketing Chief Executive Officer Chief Executive Officer | |
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 | Corporate Officer/Principal Private Equity Investor | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
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 | Chief Executive Officer Analyst-Equity Market Strategist | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
National Multifamily Portfolio III DST
 National Multifamily Portfolio III DST Real Estate DevelopmentFinance National Multifamily Portfolio III DST engages in real estate business. The company was founded in 2017 and is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member Director/Board Member | |
Colorado Multifamily Portfolio IV DST
 Colorado Multifamily Portfolio IV DST Real Estate DevelopmentFinance Colorado Multifamily Portfolio IV DST is engaged in providing real estate services. The company is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member Chairman | |
The Inland Real Estate Group of Cos., Inc.
 The Inland Real Estate Group of Cos., Inc. Real Estate DevelopmentFinance The Inland Real Estate Group of Cos., Inc. provides real estate services. The firm specializes in investments, asset management, acquisitions, leasing, property management, commercial lending / mortgage financing and institutional partners. The company is headquartered in Oak Brook, IN. | Real Estate Development | Investor Relations Contact Chief Executive Officer | |
| Tufts University | College/University | Graduate Degree Undergraduate Degree | |
Inland Private Capital Corp.
 Inland Private Capital Corp. Real Estate DevelopmentFinance Part of The Inland Group, Inc., Inland Private Capital Corp. is a company based in Oak Brook, IL. | Real Estate Development | Director/Board Member Chairman | |
KW Wealth Planning Ltd.
 KW Wealth Planning Ltd. Financial ConglomeratesFinance KW Wealth Planning Ltd. engages in the provision of wealth management services. It offers advisory, pension and retirement, inheritance tax and estate planning, tax planning succession planning, cash management, investment, and specialist services. The company was founded on June 25, 1976 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| KINGSWOOD HOLDINGS LIMITED | Investment Managers | Chairman Director/Board Member | |
Women's Forum, Inc.
 Women's Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Leadership Foundations, Women's Forum, Inc. is a non-profit community for women leaders of diverse achievement. The company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Securities Industry Institute | College/University | Director/Board Member Director/Board Member | |
Commonwealth Capital Corp.
 Commonwealth Capital Corp. Finance/Rental/LeasingFinance Commonwealth Capital Corp. is a leading equipment leasing American company that has been in operation since 1978. The private company is based in Swedesboro, NJ, and has subsidiaries in the United States. The company provides leasing solutions for a wide range of industries, including aerospace and defense, agriculture, automotive, biotech and pharmaceuticals, construction, consumer products, education, entertainment/media, energy and utilities, fitness, government, financial services, healthcare, travel and hospitality, information communications technology, insurance, manufacturing, professional and technical services, retail, technology services, and transportation. The CEO of the company is Kimberly A. Springsteen-Abbott. | Finance/Rental/Leasing | Director/Board Member Compliance Officer | |
| OPY ACQUISITION CORP. I | Financial Conglomerates | Director/Board Member Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
EnTitle Direct Group, Inc.
 EnTitle Direct Group, Inc. Specialty InsuranceFinance EnTitle Direct Group, Inc. operates as a title insurance and settlement services company which offers insurance products. It also provides title reinsurance services. The company was founded in 1978 and is headquartered in Norwalk, CT. | Specialty Insurance | Founder Director/Board Member | |
Cancer Care, Inc.
 Cancer Care, Inc. Hospital/Nursing ManagementHealth Services Cancer Care, Inc. provides cancer treatment services. The firm's services include counseling and support groups, education, financial assistance and practical help. The company was founded in 1944 and is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| Equipment Leasing & Finance Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Oppenheimer & Co., Inc. (Wealth Management)
 Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co., Inc. (Wealth Management) (Oppenheimer & Co.) is the investment management division of Oppenheimer & Co., Inc., which is ultimately owned by Oppenheimer Holdings, Inc. (NYSE: OPY), an integrated financial services holdings company. Headquartered in New York City, Oppenheimer & Co. provides customized investment advice on a range of traditional and nontraditional products to individuals, families, corporate executives and institutions. | Investment Managers | Head-Fixed Income Invts President | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Doctorate Degree | |
| University of South Florida | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 3 |
Settori
| Finance | 29 |
| Consumer Services | 14 |
| Commercial Services | 5 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 187 |
| Director/Board Member | 175 |
| Chief Executive Officer | 131 |
| Chairman | 80 |
| President | 62 |
Contatti più connessi
| Insiders | |
|---|---|
| Nicholas Schorsch | 85 |
| Alan Frank Feldman | 32 |
| Mitchell Sabshon | 28 |
| Jonathan Massing | 28 |
| Evan Behrens | 21 |
| David Hudd | 18 |
| Roberta Sue Matlin | 18 |
| Stefan Loren | 17 |
| John Tonelli | 16 |
| Jonathan Fassberg | 15 |
| Robert Moore | 15 |
| David Cook | 14 |
| A. Oughtred | 13 |
| Joan D. Khoury | 13 |
| Kirk A. Montgomery | 13 |
- Borsa valori
- Insiders
- R. Roth
- Connessioni Società
