Rob Woessner
Analyst-Equity presso Berman Capital Advisors LLC
Provenienza dei contatti di primo grado di Rob Woessner
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Georgia
124
| College/University | Other Consumer Services | 124 |
United States Marine Corps
22
| Government | Sovereign | 22 |
Berman Capital Advisors LLC
 Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families.
4
| Subsidiary | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rob Woessner tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Analyst-Equity | |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Investment Managers | Analyst-Equity | |
| FTI CONSULTING, INC. | Miscellaneous Commercial Services | Consultant / Advisor Director/Board Member | |
Cambiar Investors LLC
 Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | Investment Managers | Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Private Equity Analyst Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal | |
C&B Capital
 C&B Capital Investment ManagersFinance C&B capital (C&B capital) is a private equity and venture capital firm founded in 1996 by Edward Stockton Croft and Theodore J. Bender. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Analyst Private Equity Investor | |
Croft & Bender LP (Broker)
 Croft & Bender LP (Broker) Investment Banks/BrokersFinance A subsidiary of Croft & Bender LLC, Croft & Bender Securities is a broker/dealer and a member of the NASD and the SIPC. Headquartered in Atlanta, the firm is a provider of investment banking services focused on small- and mid-sized growth companies. They provide mergers and acquisitions, private equity and financial advisory services. The firm was founded in 1996 | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| Emory University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Undergraduate Degree | |
| Auburn University | College/University | Graduate Degree Undergraduate Degree | |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree | |
| United States Naval Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| Kennesaw State University | College/University | Masters Business Admin Graduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Domain Timber Advisors LLC
 Domain Timber Advisors LLC Investment ManagersFinance Domain Timber Advisors LLC(Domain Timber Advisors), a timberland investment division of Domain capital Advisors. The company is headquartered in Atlanta, GA. | Investment Managers | Chief Investment Officer Private Equity Investor | |
Rotary Club of Atlanta
 Rotary Club of Atlanta Miscellaneous Commercial ServicesCommercial Services Part of Rotary International, Inc., Rotary Club of Atlanta operates business and civic clubs. The company is based in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Atlanta Commercial Board of Realtors, Inc. | President | ||
| Byrams Healthcare, Inc. | Corporate Officer/Principal | ||
| DBV TECHNOLOGIES | Pharmaceuticals: Major | Investor Relations Contact | |
The Leukemia & Lymphoma Society, Inc.
 The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Leucadia Asset Management LLC
 Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
The United States Postal Service
 The United States Postal Service Air Freight/CouriersTransportation The United States Postal Service is a delivery service that reaches every address in the United States. It relies on the sale of postage, products, and services to pay for operating expenses. The company was founded in 1775 and is headquartered in Washington, DC. | Air Freight/Couriers | Corporate Officer/Principal | |
| University of South Carolina | College/University | Undergraduate Degree | |
| Atlanta Police Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
CWA Asset Management Group LLC
 CWA Asset Management Group LLC Investment ManagersFinance CWA Asset Management Group (CWA) LLC is a SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 and is primarily owned by CWA Holdings LLC. CWA provides portfolio management and investment advisory services primarily to individuals, high net worth individuals or families, as well as trusts, endowments, charitable organizations, insurance companies, pension plans, foundations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
| University of Northern Iowa | College/University | Undergraduate Degree | |
Pursuant Health, Inc.
 Pursuant Health, Inc. Medical/Nursing ServicesHealth Services Pursuant Health, Inc. is a holding company, which engages in the provision of healthcare services. It offers immunization incentive programs, health risk assessments, risk adjustment solution, chronic condition management, telehealth or retail clinic, and biometric data collection. The company was founded by Bart Foster in October 2007 and is headquartered in Lawrenceville, GA. | Medical/Nursing Services | Corporate Officer/Principal | |
Atlanta-Fulton County Zoo, Inc.
 Atlanta-Fulton County Zoo, Inc. Movies/EntertainmentConsumer Services Atlanta-Fulton County Zoo, Inc. operates as an amusement park that includes a children's petting zoo, carousel, miniature train, and playground. The non-profit company is based in Atlanta, GA. Raymond King has been the CEO of the company since 2010. | Movies/Entertainment | Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal | |
Collective, Inc. (New York)
 Collective, Inc. (New York) Advertising/Marketing ServicesCommercial Services Collective, Inc. operates as a data-driven and programmatic advertising company. It connects brand marketers to audiences with personalized ad experiences across screen and formats. The firm offers VISTO and Audience Engine solutions. The company was founded by Joseph Apprendi and Jerome Fitzgibbons in 2005 and is headquartered in New York, NY. | Advertising/Marketing Services | Corporate Officer/Principal | |
Core Audience, Inc.
 Core Audience, Inc. Packaged SoftwareTechnology Services Core Audience, Inc. provides software services. It offers cloud-based solutions that collects, integrates, analyzes, and measures data from various sources for advertisements. The company was founded by Kira Makagon in 2009 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Francia | 2 |
Settori
| Finance | 20 |
| Consumer Services | 15 |
| Commercial Services | 6 |
| Electronic Technology | 2 |
| Health Technology | 2 |
Posizioni
| Corporate Officer/Principal | 100 |
| Undergraduate Degree | 91 |
| Director/Board Member | 63 |
| Analyst-Equity | 42 |
| Masters Business Admin | 38 |
Contatti più connessi
| Insiders | |
|---|---|
| Bill A. Clement | 14 |
| Douglas Ghertner | 13 |
| Terrance Salman | 12 |
| Anthony Vennare | 11 |
| Ryan Gembala | 11 |
| Benjamin Cobb | 11 |
| James Cartwright | 11 |
| Gabriel Shaukat | 10 |
| William Allen | 10 |
| Eli Niepoky | 9 |
| Russ Allen | 9 |
| Sam Dunlap | 9 |
| Steven Petrevski | 8 |
| John F. O'Neill | 7 |
| Lee Christopher Larson | 7 |
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