Robert Anthony Cucchiaro
Amministratore Delegato presso Summit Wealth & Retirement Planning
Provenienza dei contatti di primo grado di Robert Anthony Cucchiaro
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.
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| College/University | Other Consumer Services | 642 |
Summit Wealth & Retirement Planning
 Summit Wealth & Retirement Planning Investment ManagersFinance Summit Wealth & Retirement Planning provides investment advice. The private company is based in Danville, CA. The company was founded in 1987. Robert Anthony Cucchiaro has been the CEO of the company since 2012.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Robert Anthony Cucchiaro 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 | Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income | |
Tishman Speyer Properties LP
 Tishman Speyer Properties LP Investment ManagersFinance Tishman Speyer Properties LP (Tishman Speyer) is a private equity and venture capital real estate firm founded in 1978 by Robert Valentine Tishman and Jerry Irving Speyer. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| INTERCEPT PHARMACEUTICALS, INC. | Pharmaceuticals: Major | General Counsel | |
| Stanford University | College/University | Corporate Officer/Principal Masters Business Admin Graduate Degree Graduate Degree | |
Tompkins Community Bank
 Tompkins Community Bank Regional BanksFinance Tompkins Community Bank is a subsidiary of Tompkins Trustco, Inc. (AMEX: TMP). The firm is headquartered in New York. | Regional Banks | Director/Board Member Director/Board Member | |
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 | Private Equity Analyst Corporate Officer/Principal | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Davis Polk & Wardwell LLP
 Davis Polk & Wardwell LLP Miscellaneous Commercial ServicesCommercial Services Davis Polk & Wardwell LLP provides legal services. It offers legal solutions to areas such as capital markets, mergers and acquisitions, credit, insolvency, and restructuring, investment management, tax, and litigation. The company was founded by Francis N. Bangs in 1849 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal 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-Fixed Income Analyst-Equity | |
Veritas Capital Fund Management LLC
 Veritas Capital Fund Management LLC Investment ManagersFinance Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York. | Investment Managers | Private Equity Investor President | |
Shell (China) Ltd.
 Shell (China) Ltd. Financial ConglomeratesFinance Part of Shell Plc, Shell (China) Ltd. is a Chinese company that explores oil, manufactures petrochemicals and operates gas stations. The company is based in Beijing, China and was founded in 1996. | Financial Conglomerates | Corporate Officer/Principal | |
Tompkins Insurance Agencies, Inc.
 Tompkins Insurance Agencies, Inc. Insurance Brokers/ServicesFinance Tompkins Insurance Agencies, Inc. operates as an insurance agency. It engages in helping families and businesses with insurance strategies and solutions to protect their assets and manage risk. The firm offers personal insurance and commercial insurance services. The company is headquartered in Attica, NY. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Market Strategist | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| TOMPKINS FINANCIAL CORPORATION | Regional Banks | Director/Board Member Director/Board Member Director/Board Member | |
Citigroup Global Markets Asia Ltd.
 Citigroup Global Markets Asia Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Asia Ltd. (CGMA) is a securities brokerage firm headquartered Hong Kong. They are a subsidiary of Citigroup Global Markets Hong Kong Holdings Ltd., ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Formerly known as Citi Smith Barney, the firm was reorganized in 2008 when Citigroup combined their brokerage and private banking businesses. CGMA offers stock trading services to various institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
PointState Capital LP
 PointState Capital LP Investment ManagersFinance PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals. | Investment Managers | Founder Director/Board Member | |
Hack VC Management Company LLC
 Hack VC Management Company LLC Investment ManagersFinance Hack VC Management Company LLC (Hack VC) is a venture capital firm founded in 2015 by Ed Roman and Alexander Pack. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Founder | |
| Saïd Business School | College/University | Masters Business Admin Masters Business Admin | |
Red Bear Angels Management LLC
 Red Bear Angels Management LLC Investment ManagersFinance Red Bear Angels Management LLC (Red Bear Angels) is a venture capital firm founded in 2015 by Sam Sezak and Drew Bagin. The firm is headquartered in New York. | Investment Managers | Director/Board Member Founder | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| HANGZHOU AGS MEDTECH CO., LTD. | Medical Specialties | Director/Board Member | |
Shenzhen Dymind Biotechnology Co., Ltd.
 Shenzhen Dymind Biotechnology Co., Ltd. Medical SpecialtiesHealth Technology Shenzhen Dymind Biotechnology Co., Ltd. is a company that specializes in the research and development, production, sales, and service of in-vitro diagnostic medical devices and reagents. The company is based in Shenzhen, China. The Chinese company was founded in 2013. The CEO is Liu Wei Di. | Medical Specialties | Director/Board Member | |
Zhejiang Kailite Medical Instrument Co., Ltd.
 Zhejiang Kailite Medical Instrument Co., Ltd. Electronic Equipment/InstrumentsElectronic Technology Zhejiang Kailite Medical Instrument Co., Ltd. researches, develops, manufactures and markets point-of-care testing systems which includes continuous glucose monitoring, and blood gas and electrolytes. The company was founded by Zhong Chen and Yanan Zhang on July 15, 2010 and is headquartered in Huzhou, China. | Electronic Equipment/Instruments | Director/Board Member | |
Suzhou Kintor Pharmaceuticals, Inc.
 Suzhou Kintor Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Suzhou Kintor Pharmaceuticals, Inc. engages in the technology research and development, technical services, transfer, and advice of drugs and reagents. The company was founded by Youzhi Tong on March 24, 2009 and is headquartered in Suzhou, China. | Pharmaceuticals: Major | Director/Board Member | |
| Shanghai Gongsheng Business Consulting Co. Ltd. | Director/Board Member | ||
| A.T. Kearney, Inc. /Executive Search Business/ | Personnel Services | Director/Board Member | |
| SICHUAN KELUN PHARMACEUTICAL CO., LTD. | Biotechnology | Director/Board Member | |
Philips (China) Investment Co., Ltd.
 Philips (China) Investment Co., Ltd. Electronics/AppliancesConsumer Durables Part of Koninklijke Philips NV, Philips (China) Investment Co. Ltd. is a Chinese company that manufactures consumer electronic products. The company is based in Shanghai, China. The company was founded in 1990. Patrick S. Kung has been the CEO of the company since 2008. | Electronics/Appliances | Investment Committee Member | |
| Sun Yat-Sen University | College/University | Undergraduate Degree | |
| Shenzhen Nanomicro Technology Co. Ltd. | Director/Board Member | ||
| KINTOR PHARMACEUTICAL LIMITED | Biotechnology | Director/Board Member | |
| Suzhou Yuansheng Private Fund Management Partnership LP | Founder | ||
| Syngenta (China) Investment Co. Ltd. | Corporate Officer/Principal | ||
| Eaton (China) Investments Co. Ltd. | Corporate Officer/Principal | ||
| CXC Capital, Inc. | Investment Managers | Director/Board Member | |
| SHANDONG BOAN BIOTECHNOLOGY CO., LTD. | Pharmaceuticals: Major | Director/Board Member | |
Chuanxin Biomedical (Suzhou) Co., Ltd.
 Chuanxin Biomedical (Suzhou) Co., Ltd. Pharmaceuticals: MajorHealth Technology Chuanxin Biomedical (Suzhou) Co., Ltd. is a company based in Suzhou, China. The Chinese company engages in the commercial development of RNA drugs. The company was founded in 2021. The CEO is Jian Xin Chen. | Pharmaceuticals: Major | Director/Board Member | |
F/m Investments LLC
 F/m Investments LLC Investment ManagersFinance F/m Investments LLC is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and is principally owned by F/m Acceleration LLC, ultimately owned by 1251 Capital Group, Inc. F/m Investments provides investment management services to mutual funds and provides investment advisory services through separately managed accounts to institutional and individual investors. | Investment Managers | President | |
Vestmark Advisory Solutions, Inc.
 Vestmark Advisory Solutions, Inc. Investment ManagersFinance Vestmark Advisory Solutions, Inc. (VAS) is a SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by David Littleton and Alexander Morris in 2014. They are wholly owned by Vestmark, Inc. VAS provides investment advisory services to institutional clients, inclusive of financial institutions, broker-dealers, registered investment advisors and others who manage their own investors’ accounts or portfolios. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 31 |
| Cina | 18 |
| Hong Kong | 2 |
| Regno Unito | 2 |
Settori
| Finance | 25 |
| Health Technology | 9 |
| Consumer Services | 9 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
Posizioni
| Director/Board Member | 170 |
| Corporate Officer/Principal | 121 |
| Undergraduate Degree | 96 |
| Private Equity Investor | 55 |
| Graduate Degree | 54 |
Contatti più connessi
| Insiders | |
|---|---|
| Ashutosh Agrawal | 28 |
| Arif Patrick Rachmat | 27 |
| Jie Chen | 22 |
| John Alexander | 19 |
| Jennifer Tegan | 19 |
| Nitawan Leophairatana | 18 |
| Bill McDonough | 15 |
| Craig Yunker | 15 |
| Hiroki Ishida | 14 |
| Jonah Goodhart | 14 |
| Jyothish George | 12 |
| Irfan Lakha | 11 |
| Melissa Turowsky | 11 |
| Fazeela A. Rashid | 10 |
| Zachary Newton | 9 |
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- Robert Anthony Cucchiaro
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