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Rick Molari
Direttore operativo presso Donoghue Forlines LLC
Provenienza dei contatti di primo grado di Rick Molari
Entità | Tipo di entità | Settore Industriale | |
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Donoghue Forlines LLC
![]() Donoghue Forlines LLC Investment ManagersFinance Donoghue Forlines LLC is a SEC-registered investment advisor and holding firm headquartered in Boston, Massachusetts. The firm was founded by William Donoghue in 1986 as W.E. Donoghue & Co. LLC (WEDCO). In 2017, WEDCO acquired JAForlines Global and rebranded in 2020 to Donoghue Forlines LLC to reflect new profile as a tactical investment management firm. Donoghue Forlines offers a full suite of proactive strategies to help advisors and their clients de-risk when market circumstances warrant it, which enables the client to stay disciplined to meet their investment objectives.
4
| Holding Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rick Molari tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal | |
Douglaston Equities I LLC | Corporate Officer/Principal | ||
Oberlin College | 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 | Graduate Degree | |
Core Asset Management Co.
![]() Core Asset Management Co. Investment ManagersFinance Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. | Investment Managers | President | |
Offroad Capital Corp.
![]() Offroad Capital Corp. Investment Banks/BrokersFinance Part of NYPPEX Holdings LLC, Offroad Capital Corp. operates an online securities marketplace. The company is based in San Francisco, CA. The company was founded by Denise M. Thomas. Offroad Capital was acquired by New York Private Placement Network LLC on October 12, 2001. | Investment Banks/Brokers | President | |
Fairfield University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
BTS Asset Management, Inc.
![]() BTS Asset Management, Inc. Investment ManagersFinance BTS Asset Management, Inc. (BTS) is a privately-held, SEC-registered investment advisor headquartered in Lexington, Massachusetts. The firm was founded in 1979 by Vilis Pasts. BTS provides portfolio management services directly to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, foundations, endowments, registered investment companies and trust portfolios. | Investment Managers | Corporate Officer/Principal | |
Tegean Capital Management LLC
![]() Tegean Capital Management LLC Investment ManagersFinance Tegean Capital Management LLC is a privately owned alternative investment management firm headquartered in New York City. The firm was founded by Thomas Maheras in 2008. Tegean provides advisory services on a discretionary basis to private pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Corporate Officer/Principal | |
FCF Advisors LLC
![]() FCF Advisors LLC Investment ManagersFinance FCF Advisors LLC (FCF) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Biderman as TrimTabs Asset Management LLC in 2011. They are a subsidiary of Sausalito Partners LLC. FCF provides discretionary investment advice to exchange-traded funds and separately managed accounts. | Investment Managers | Chief Executive Officer | |
Dynasty Wealth Management LLC
![]() Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Chief Investment Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 18 |
Settori
Finance | 12 |
Consumer Services | 5 |
Government | 2 |
Posizioni
Portfolio Manager-Equities | 8 |
Investment Committee Member | 6 |
Corporate Officer/Principal | 6 |
President | 5 |
Undergraduate Degree | 4 |
Contatti più connessi
Insiders | |
---|---|
Bob Shea | 7 |
Jeff Thompson | 6 |
John Arthur Forlines | 6 |
Nick Lobley | 3 |
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