Stephen Tam
Analyst-Equity presso Heights Capital Management, Inc.
Provenienza dei contatti di primo grado di Stephen Tam
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of California
138
| College/University | Other Consumer Services | 138 |
Heights Capital Management, Inc.
 Heights Capital Management, Inc. Investment ManagersFinance Heights Capital Management, Inc. (HCM) is a hedge fund firm manager headquartered in San Francisco, California. The firm was founded in 1996 and is a subsidiary of Susquehanna International Group LLC, ultimately held by Philadelphia Trading, Inc. HCM provides investment advisory and management services to their clients.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Stephen Tam 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 | |
| WALT DISNEY COMPANY (THE) | Movies/Entertainment | Private Equity Investor Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| WIRECARD AG | Regional Banks | Director of Finance/CFO | |
Altegris Advisors LLC
 Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds. | Investment Managers | Investment Committee Member | |
| Brown University | College/University | Undergraduate Degree Doctorate Degree | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Equity Investment Committee Member | |
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 Graduate Degree Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
Morrison & Foerster LLP
 Morrison & Foerster LLP Miscellaneous Commercial ServicesCommercial Services Morrison & Foerster LLP is a law firm that provides legal services on various industries, which include: litigation, financial services, intellectual property and technology, and transactional work, such as corporate, capital markets and real estate finance representations. The company was founded in 1883 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Susquehanna International Group LLP
 Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Graduate Degree Masters Business Admin Masters Business Admin | |
Performance Analysis, Inc.
 Performance Analysis, Inc. Investment ManagersFinance Part of Fiserv, Inc., Performance Analysis, Inc. provides risk and financial management services. The company is based in Cincinnati, OH. Performance Analysis was acquired by Fiserv, Inc. on August 18, 1992. | Investment Managers | Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Loyola Marymount University | College/University | Graduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tsinghua University | College/University | Undergraduate Degree Graduate Degree | |
| London Business School | College/University | Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
National Academy of Medicine (United States)
 National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Scripps Institution of Oceanography | College/University | Doctorate Degree | |
Pacific Scientific Energetic Matls Company (California) LLC
 Pacific Scientific Energetic Matls Company (California) LLC SemiconductorsElectronic Technology Pacific Scientific Energetic Materials Co. California, Inc. manufactures pyrotechnic devices in support of fire suppression systems on commercial and military aircraft. It offers the product lines, engineering expertise and manufacturing capabilities to provide energetic material solutions across all system platforms. The company was founded in 1975 and is headquartered in Hollister, CA. | Semiconductors | Director/Board Member | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
Changing Parameters LLC
 Changing Parameters LLC Investment ManagersFinance Founded in 2004, Changing Parameters LLC is a registered investment advisor located in Menlo Park, California. They manage the Changing Parameters Fund (CPMPX), a no-load mutual fund. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley Asia Ltd.
 Morgan Stanley Asia Ltd. Investment Banks/BrokersFinance Morgan Stanley Asia Ltd. (MSA) is a broker/dealer headquartered in Hong Kong. The firm was founded in 1987 and is a subsidiary of Morgan Stanley (NYSE: MS) in the US. MSA provides institutional securities such as equities, fixed income, derivatives and research. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
WDB Abwicklungs AG
 WDB Abwicklungs AG Regional BanksFinance Part of Wirecard AG, WDB Abwicklungs AG provides commercial banking services. The company is based in Munich, Germany. The CEO of the German company is Frank Hellwig. | Regional Banks | Chief Executive Officer | |
Parallel Advisors LLC
 Parallel Advisors LLC Investment ManagersFinance Parallel Advisors LLC (Parallel) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Jerry E. Rendic in 2006. Parallel specializes in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. | Investment Managers | Chief Executive Officer | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
| Rady School of Management at UC San Diego | College/University | Masters Business Admin | |
| Harvard Business School | College/University | Graduate Degree Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
First Bight Management LLC
 First Bight Management LLC Investment ManagersFinance First Bight Ventures (First Bight) is a venture capital firm founded in 2021 by Veronica B Wu. The firm is headquartered in Houstan, Texas. | Investment Managers | Consultant / Advisor Founder | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| New York University School of Law | College/University | Graduate Degree Doctorate Degree | |
CLS Bank International
 CLS Bank International Regional BanksFinance Part of CLS Group Holdings AG, CLS Bank International is a company that provides innovative settlement, processing, and data solutions to reduce risk and increase efficiency. The company is based in New York, NY and offers CLSSettlement to their customers, allowing settlement members to generate revenues and strengthen customer relationships while mitigating FX settlement risk and improving operational efficiencies. The company's datasets include data based on over 1 billion trades dating back to 2002, making them the largest single source of FX-executed data available to the market. | Regional Banks | General Counsel | |
Wirecard Acquiring & Issuing GmbH
 Wirecard Acquiring & Issuing GmbH Miscellaneous Commercial ServicesCommercial Services Part of Wirecard AG, Wirecard Acquiring & Issuing GmbH is a German company that provides management services. The company is based in Aschheim, Germany. Alexander von Knoop has been the CEO of the company since 2019. | Miscellaneous Commercial Services | Chief Executive Officer | |
Wellington A Ltd.
 Wellington A Ltd. Financial ConglomeratesFinance Part of Searchlight Capital Management LP, Wellington A Ltd. is an investment holding British company. The company is based in Cardiff, UK. Founded in 2011, Wellington A functions as an investment holding company. | Financial Conglomerates | Director/Board Member | |
| FORTIVE CORPORATION | Electronic Equipment/Instruments | Comptroller/Controller/Auditor |
Statistiche
Distribuzione geografica
| Stati Uniti | 38 |
| Germania | 5 |
| Regno Unito | 3 |
| Cina | 2 |
| Hong Kong | 2 |
Settori
| Finance | 23 |
| Consumer Services | 18 |
| Commercial Services | 5 |
| Electronic Technology | 3 |
Posizioni
| Corporate Officer/Principal | 133 |
| Director/Board Member | 121 |
| Undergraduate Degree | 93 |
| Private Equity Investor | 43 |
| Graduate Degree | 36 |
Contatti più connessi
| Insiders | |
|---|---|
| Peter Preuss | 19 |
| Maksim Goldman | 17 |
| Jakob Bardram | 15 |
| Masayasu Morita | 15 |
| Fabrizio Dorian Zappaterra | 15 |
| James Xue | 14 |
| Craig Blanchard | 12 |
| Takao Nakamura | 12 |
| Dan Littman | 12 |
| Leland Jones | 11 |
| Ringo Kwan | 11 |
| Anthony Young | 10 |
| Dave Osborne | 10 |
| Veronica Wu | 10 |
| Christopher Babick | 10 |
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