Rich Krafcik
Amministratore Delegato presso Cobblestone Asset Management LLC
Provenienza dei contatti di primo grado di Rich Krafcik
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Florida
100
| College/University | Other Consumer Services | 100 |
Virginia Commonwealth University
18
| College/University | Other Consumer Services | 18 |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.
6
| Private Company | Investment Managers | 6 |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants.
4
| Extinct | Investment Managers | 4 |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rich Krafcik tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
Teacher Retirement System of Texas
Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Investment Managers | Portfolio Manager-Equities | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
NASS VALLEY GATEWAY LTD. | Agricultural Commodities/Milling | Director/Board Member | |
INVUITY INC | Medical Distributors | Sales & Marketing | |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity | |
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-Fixed Income Analyst-Equity | |
Monash University
Monash University Other Consumer ServicesConsumer Services Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia. | College/University | Founder | |
Windrose Health Investors LLC
Windrose Health Investors LLC Investment ManagersFinance Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City. | Investment Managers | Private Equity Investor | |
Antler Ltd.
Antler Ltd. Other Consumer SpecialtiesConsumer Durables Antler Ltd. engages in the manufacture and retail of luggage and suitcases. Its product categories include hard luggage, soft luggage, business class, lifestyle bags, and accessories. The company was founded by John Boultbee Brooks in 1914 and is headquartered in London, the United Kingdom. | Other Consumer Specialties | Private Equity Investor | |
San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
Millennium Management LLC
Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal Private Equity Analyst | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
The University of Tampa, Inc.
The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Graduate Degree Masters Business Admin | |
University of Illinois | College/University | Doctorate Degree Undergraduate Degree | |
University of North Florida | College/University | Masters Business Admin Undergraduate Degree | |
University of Denver | College/University | Masters Business Admin Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree Doctorate Degree | |
Mangrove Equity Partners LP
Mangrove Equity Partners LP Investment ManagersFinance Mangrove Equity Partners LP (Mangrove Equity Partners) is a private equity firm founded in 2006 by Matt Young and Hunter Reichert. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Private Equity Analyst | |
Foundry Lab Ltd.
Foundry Lab Ltd. Metal FabricationProducer Manufacturing Foundry Lab Ltd. is a New Zealander company based on pioneering digital metal casting. The company is based in Newlands, New Zealand and was founded by David Moodie, who has been the CEO since incorporation. The company uses ceramic molds produced directly from CAD files and microwave technology to produce production quality casted metal parts in-house in just a few hours. This approach enables a hands-free casting, leapfrogging 3D metal printing to rapidly produce real parts with functionally equivalent properties to traditional cast metal at a fraction of the time, cost, and environmental impact. | Metal Fabrication | Director/Board Member | |
Palm Beach Capital Partners LLC
Palm Beach Capital Partners LLC Investment ManagersFinance Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Analyst | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Analyst-Equity | |
Cucumber Digital
Cucumber Digital Information Technology ServicesTechnology Services Cucumber Digital is a New Zealander company that specializes in custom application development, including mobile applications, enterprise website builds, analytics, digital strategy, project management, and business analysis. The private company is based in Tauranga, New Zealand. The company offers end-to-end services, from discovering requirements to building applications/websites and providing ongoing support with consistent improvement. Contact them to learn more about their services. | Information Technology Services | Chairman | |
Commercial Finance Association
Commercial Finance Association Miscellaneous Commercial ServicesCommercial Services The Commercial Finance Association operates as an international trade association for the finance industry. The non-profit company is based in New York, NY. The CEO of the company is Richard D. Gumbrecht. | Miscellaneous Commercial Services | Director/Board Member | |
Lykan Bioscience LLC
Lykan Bioscience LLC Pharmaceuticals: MajorHealth Technology Lykan Bioscience LLC provides outsourced end-to-end production and logistics solutions for pharmaceutical and biotech companies focused on cell and gene therapies. The company was founded by Anthony Rotunno and is headquartered in Hopkinton, MA. | Pharmaceuticals: Major | Director/Board Member | |
Opum Technologies Ltd.
Opum Technologies Ltd. Packaged SoftwareTechnology Services Opum Technologies Ltd. engages in developing an automated knee injury recovery platform. The company is headquartered in Grafton, New Zealand. | Packaged Software | Director/Board Member | |
Medtech Actuator
Medtech Actuator Information Technology ServicesTechnology Services Medtech Actuator is a medtech catalyst based in Melbourne, Australia. The Australian company aggressively accelerates and funds medtech, healthtech, and biotech startups through their industry-led and venture-backed accelerator program. Each year, they choose a group of high potential companies to join their 12-month program, providing mentorship, an initial investment of up to $200k, and access to their network for life. Medtech Actuator has a network of more than 85 partners covering all aspects of commercialization, including leading medtech corporates, regulatory and clinical trial experts, and product manufacturers. The private company was founded in 2018 by Laura Faulconer, and Buzz Palmer has been the CEO since then. | Information Technology Services | Founder | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Curation Health LLC
Curation Health LLC Medical/Nursing ServicesHealth Services Curation Health LLC provides healthcare services. It offers providers and health plans navigate and scale from fee-for-service to value-based care. The company was founded by Kevin Coloton and is headquartered in Annapolis, MD. | Medical/Nursing Services | Director/Board Member | |
UNC School of Medicine | College/University | Graduate Degree | |
Schott Minifab Pty Ltd.
Schott Minifab Pty Ltd. Medical SpecialtiesHealth Technology MiniFAB (Australia) Pty Ltd. manufactures microfluidic medical devices. It offers polymer microfluidic diagnostic and life-science research devices. The company was founded in 2002 and is headquartered in Scoresby, Australia. | Medical Specialties | Corporate Officer/Principal | |
George Mason University | College/University | Graduate Degree | |
Moseley Investment Management, Inc.
Moseley Investment Management, Inc. Investment ManagersFinance Moseley Investment Management, Inc. (MIM) is an independent, SEC-registered investment advisor headquartered in Bradenton, Florida. The firm was founded by Susan S. Moseley in 1990. The firm provides portfolio management services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other business, and charitable organizations. | Investment Managers | Analyst-Equity | |
Texas Tech University | College/University | Undergraduate Degree | |
Onchain Studios, Inc.
Onchain Studios, Inc. Packaged SoftwareTechnology Services Onchain Studios, Inc. is a company based in Miami Shores, FL. The company's mission is to engage, entertain, and empower the next generation of digital toy collectors worldwide. Onchain Studios, Inc. is reimagining the future of toy companies with their flagship digital product, Cryptoys. Inspired by his daughter's obsession with collecting physical surprise pack toys, CEO William Weinraub co-founded Onchain Studios in 2018 with a team of professionals. | Packaged Software | Corporate Officer/Principal | |
WNT Ventures Management Ltd.
WNT Ventures Management Ltd. Investment ManagersFinance WNT Ventures Management Ltd (WNT Ventures) is a venture capital firm founded by Steven Saunders in 2014. The firm is headquartered in Tauranga, New Zealand. | Investment Managers | Private Equity Investor | |
London Business School | College/University | Graduate Degree | |
University of North Dakota | College/University | Undergraduate Degree | |
Professional Bank (Coral Gables, Florida)
Professional Bank (Coral Gables, Florida) Regional BanksFinance Professional Bank operates as a state charted commercial bank. It offers personal and business banking services. The firm also provides home, portfolio and conventional loans. The company was founded in 2008 and is headquartered in Coral Gables, FL. | Regional Banks | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 39 |
Nuova-Zelanda | 5 |
Australia | 4 |
Regno Unito | 3 |
Canada | 2 |
Settori
Finance | 24 |
Consumer Services | 13 |
Technology Services | 5 |
Health Technology | 4 |
Process Industries | 2 |
Posizioni
Undergraduate Degree | 97 |
Corporate Officer/Principal | 81 |
Analyst-Equity | 50 |
Graduate Degree | 49 |
Director/Board Member | 48 |
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