Steven Alexson
Direttore operativo presso Surlamer Investments LLC
Provenienza dei contatti di primo grado di Steven Alexson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
247
| Operating Division | Investment Banks/Brokers | 247 |
University of California, Santa Barbara
172
| College/University | Other Consumer Services | 172 |
Paul Merage School of Business
5
| College/University | Other Consumer Services | 5 |
Alpha Cubed Investments LLC
 Alpha Cubed Investments LLC Investment ManagersFinance Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds).
4
| Private Company | Investment Managers | 4 |
Surlamer Investments LLC
 Surlamer Investments LLC Investment ManagersFinance Surlamer Investments LLC (Surlamer) is a private wealth management firm headquartered in Newport Beach, California. The firm was founded by Dr. Fariborz Maseeh. Surlamer provides investment advice to high net worth clients.
1
| Private Company | Investment Managers | 1 |
Paulson Investment Co. LLC
 Paulson Investment Co. LLC Investment ManagersFinance Paulson Investment Co. LLC Operates as a secondary financial vehicle. It specializes in private placements and investment banking. The company was founded by Jacqueline M. Paulson in 1970 and is headquartered in Portland, OR.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steven Alexson 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 | |
| EXXON MOBIL CORPORATION | Integrated Oil | Corporate Officer/Principal | |
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 | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Earth Class Mail, Inc.
 Earth Class Mail, Inc. Miscellaneous Commercial ServicesCommercial Services Earth Class Mail, Inc. provides online postal mail services. It offers virtual mailroom solutions to manage postal mails, such as nationwide address network, receiving item, intra-account transfer, open and scan content, electronic check deposit, shipping, storage, send to bill.com, shred and recycle, in-store pickup, registered agent, unlimited user, envelope image, document scanning, digital mail, live support, and special solutions. The firm provides online logistics services, including postal mail management, mail and parcel forwarding, and fulfillment and logistics management services. The company was founded by Ron Wiener and Michael Miles in 2006 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Chairman | |
RightScale, Inc.
 RightScale, Inc. Packaged SoftwareTechnology Services RightScale, Inc. provides cloud computing management solutions and services. The firm offers PlanForCloud.com, a free cloud cost management tool based on database. It products include cloud management, analytics and pricing. The company was founded by Michael Crandell and Thorsten von Eicken in 2006 and is headquartered in Santa Barbara, CA. | Packaged Software | Founder | |
Colliers Parrish International, Inc.
 Colliers Parrish International, Inc. Real Estate DevelopmentFinance Colliers Parrish International, Inc. provides real estate services. The company is headquartered in San Jose, CA. | Real Estate Development | Corporate Officer/Principal | |
| Brown University | College/University | Graduate Degree | |
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. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity 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 | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
| Appalachian State University | College/University | Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Doctorate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree | |
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 Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
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 Director of Research - Equity | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity | |
| Yale University | College/University | Undergraduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
Archview Investment Group LP
 Archview Investment Group LP Investment ManagersFinance Archview Investment Group LP is an independent hedge fund management firm headquartered in Stamford, Connecticut. It was founded by John Humphrey and Jeffrey Jacob in 2008. The firm provides investment advice to high net worth individuals, trusts, estates, charitable organizations, corporations, limited partnerships, limited liability companies and pension funds. | Investment Managers | Founder Analyst-Fixed Income | |
| The University of Chicago Booth School of Business | College/University | Doctorate Degree Masters Business Admin | |
RightSignature LLC
 RightSignature LLC Packaged SoftwareTechnology Services RightSignature LLC designs and develops technology solutions for electronic signature. It helps professionals, small businesses, and enterprises around the world to get documents signed with secure and legally binding e-signatures. The company was founded by Daryl Bernstein, Cary Dunn and Jonathan Siegel in 2009 and is headquartered in Santa Barbara, CA. | Packaged Software | Founder | |
Xenon Ventures LLC
 Xenon Ventures LLC Investment ManagersFinance Xenon Ventures LLC (Xenon Partners) is a venture capital firm founded in 2014 by Jonathan Siegel. The firm is headquartered in Las Vegas, Nevada. | Investment Managers | Chairman | |
| Syracuse University College of Law | College/University | Graduate Degree | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin | |
JPMorgan Ventures Energy Corp.
 JPMorgan Ventures Energy Corp. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Ventures Energy Corp. is a financial services company that provides solutions to corporations, governments, and institutions. The company is based in New York, NY. JPMorgan Ventures Energy offers a commercial card program to help employees spend less time on expense data processing. Additionally, the company hosts an annual Technology, Media and Communications Conference for investors in those industries. The company's expertise in financial services is reflected in its ability to provide forecasts for stocks, commodities, currencies, and emerging markets. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
| Francia | 2 |
Settori
| Consumer Services | 22 |
| Finance | 21 |
| Commercial Services | 5 |
| Technology Services | 3 |
| Energy Minerals | 2 |
Posizioni
| Corporate Officer/Principal | 121 |
| Analyst-Equity | 96 |
| Undergraduate Degree | 81 |
| Masters Business Admin | 31 |
| Director/Board Member | 28 |
Contatti più connessi
| Insiders | |
|---|---|
| Jonathan Siegel | 17 |
| Ashley Newsom Giesler | 16 |
| Caroline Y. Stewart | 16 |
| Charles Boorady | 14 |
| Timothy Stronks | 11 |
| Howard Scott Goldberg | 11 |
| Roger Kjensrud | 11 |
| Jonathan Rosenbaum | 9 |
| Daniel Moon | 9 |
| Glenn R. Garmont | 8 |
| Jeffrey Shealy | 8 |
| Bonnie Herzog | 7 |
| Fariborz Maseeh | 7 |
| Evan Ladouceur | 7 |
| George L. Staphos | 7 |
- Borsa valori
- Insiders
- Steven Alexson
- Connessioni Società
