Simon Flannery
Analyst-Equity presso Morgan Stanley & Co. LLC
Provenienza dei contatti di primo grado di Simon Flannery
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.
964
| Subsidiary | Investment Banks/Brokers | 964 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Simon Flannery 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 Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Chase Investment Services Corp.
 Chase Investment Services Corp. Investment Banks/BrokersFinance Chase Investment Services Corp. is a private company based in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Champlain Investment Partners LLC
 Champlain Investment Partners LLC Investment ManagersFinance Champlain Investment Partners LLC (CIP) is a SEC-registered investment advisor headquartered in Burlington, Vermont. The firm was founded by Scott Brayman, Judith O’Connell, Wendy Nunez, and Mary Michel in 2004. They are a subsidiary of CIP Management Holdings LP. CIP provides investment advice to investment companies, pooled investment vehicles, corporate and public pension plans, health care and religious organizations, endowments and foundations, Taft-Harley plans, colleges and universities, family offices, private banks and corporations and other businesses. | Investment Managers | Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Director of Research - Equity | |
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 | Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Masters Business Admin | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Graduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Market Strategist | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
JPMorgan Chase Bank, NA (New York)
 JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
Morgan Stanley & Co. International Plc
 Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions. | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin 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 | Corporate Officer/Principal Analyst-Equity | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Compliance Officer Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity | |
| Bank of Mexico | General Government | Corporate Officer/Principal | |
MPE Mgt Co. LLC
 MPE Mgt Co. LLC Investment ManagersFinance Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Private Equity Investor | |
G2VP LLC
 G2VP LLC Investment ManagersFinance G2VP LLC (G2 Venture Partners) is a venture capital firm founded in 2016 by Ben Kortlang, Brook Porter, David Mount, and Daniel Oros. The firm is headquartered in Portola Valley, California. | Investment Managers | Private Equity Investor | |
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Investment Managers | Analyst-Equity | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| Harvard Kennedy School of Government | College/University | Graduate Degree | |
Reverence Capital Partners LLC
 Reverence Capital Partners LLC Investment ManagersFinance Reverence Capital Partners LLC (RCP) is an independent private equity firm founded in the year 2013 by Milton R. Berlinski, Peter C. Aberg and Alexander A. Chulack. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Motor-Services Hugo Stamp, Inc.
 Motor-Services Hugo Stamp, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Motor-Services Hugo Stamp, Inc. provides diesel engine products and services. The firm's products include compressors, marine diesel engines, oil mist detectors, and turbochargers. Its services include import and export, yacht, auxiliary, and water jet services. The company was founded by Hugo Stamp in 1983 and is headquartered in Fort Lauderdale, FL. | Trucks/Construction/Farm Machinery | Director/Board Member | |
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. | College/University | Undergraduate Degree | |
Alyeska Investment Group LP
 Alyeska Investment Group LP Investment ManagersFinance Alyeska Investment Group LP (AIG) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Anand Parekh in 2008 and is a direct subsidiary of Alyeska Investments LLC. AIG provides discretionary investment advisory services to private investment funds that pursue investment strategies through a master-feeder structure. | Investment Managers | Analyst-Equity | |
| Villanova University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Regno Unito | 2 |
| Messico | 2 |
Settori
| Finance | 24 |
| Consumer Services | 24 |
| Government | 2 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 123 |
| Analyst-Equity | 100 |
| Undergraduate Degree | 84 |
| Director/Board Member | 47 |
| Market Strategist | 29 |
Contatti più connessi
| Insiders | |
|---|---|
| Carlotta de Franceschi | 14 |
| Eva Zlotnicka | 14 |
| Gavin Baiera | 12 |
| Steven Harr | 11 |
| Bill Sommerschield | 11 |
| Louis Tedesco | 10 |
| Michelle Bryan Oroschakoff | 8 |
| Calen Angert | 8 |
| Subadra Rajappa | 8 |
| Dennis Francis Shea | 7 |
| Evan Calio | 7 |
| Ethan Ellison | 7 |
| Jeff Camp | 7 |
| Brendan Newman | 7 |
| Rob Wertheimer | 7 |
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- Insiders
- Simon Flannery
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