Provenienza dei contatti di primo grado di Steven Paul Capozza
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of North Texas
55
| College/University | Other Consumer Services | 55 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
27
| Extinct | Investment Banks/Brokers | 27 |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.
2
| Subsidiary | Investment Banks/Brokers | 2 |
Vanguard Capital
Vanguard Capital Investment Banks/BrokersFinance Founded in 1988 by Gregory Serras, Vanguard Capital is a general securities broker/dealer located in San Diego, California. The firm offers a full array of trading and execution services. They do not provide internal research. Vanguard Capital is registered with FINRA, the SEC and the Commodities Futures Trading Commission (CFTC). The firm is a member of the SIPC, the National Futures Association (NFA) and the Securities Industry and Financial Markets Association (SIFMA). Custodial services for Vanguard Capital's broker/dealer and investment advisory clients' assets and portfolios are provided by Pershing LLC and Charles Schwab Corp.
1
| Extinct | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steven Paul Capozza tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal | |
TEXAS INSTRUMENTS INCORPORATED | Semiconductors | Corporate Officer/Principal Corporate Officer/Principal | |
UNILEVER PLC | Household/Personal Care | Corporate Officer/Principal | |
CALAMOS ASSET MANAGEMENT, INC | Investment Banks/Brokers | Chief Executive Officer | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Trading-Fixed Income | |
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Corporate Officer/Principal | |
CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Mizuho Securities USA LLC
Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
EUROPACORP | Movies/Entertainment | Director/Board Member | |
D.E. Master Blenders 1753 BV
D.E. Master Blenders 1753 BV Food DistributorsDistribution Services D.E. Master Blenders 1753 BV engages in the manufacturing and marketing of coffee and tea products. The company was founded in 1753 and is headquartered in Amsterdam, the Netherlands. | Food Distributors | Chief Operating Officer | |
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
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 Masters Business Admin | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
Hilltop Securities, Inc.
Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
Wallace Sanders & Co.
Wallace Sanders & Co. Miscellaneous Commercial ServicesCommercial Services Part of RSM US LLP, Wallace Sanders & Co. provides accounting services. The company is based in Dallas, TX. Wallace Sanders was acquired by RSM McGladrey, Inc. on September 07, 2000. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Prime Therapeutics LLC
Prime Therapeutics LLC Managed Health CareHealth Services Prime Therapeutics LLC provides pharmacy benefits and services to insurance providers. The company manages pharmacy benefits for health plans, employers, and government programs including Medicare and Medicaid. It processes claims and delivers medicine to members, offering clinical services for people with complex medical conditions. The company was founded on August 28, 1998 and is headquartered in Eagan, MN. | Managed Health Care | Chairman | |
Arizona State University | College/University | Corporate Officer/Principal Masters Business Admin | |
Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Chief Executive Officer | |
Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Texas A&M University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Hofstra University | College/University | Director/Board Member Masters Business Admin | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Blue Cross & Blue Shield Association
Blue Cross & Blue Shield Association Life/Health InsuranceFinance Blue Cross & Blue Shield Association provides healthcare insurance services. The firm operates several business initiatives in support of the Blue Cross and Blue Shield companies and represents the Blue System in national forums. It offers insurance products to all segments of the population, including large employer groups, small business and individuals. The company was founded in 1982 and is headquartered in Chicago, IL. | Life/Health Insurance | Director/Board Member | |
World Business Chicago
World Business Chicago Miscellaneous Commercial ServicesCommercial Services World Business Chicago provides economic data and statistical assistance services. The company was founded in 1999 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Minnesota Business Partnership, Inc.
Minnesota Business Partnership, Inc. Miscellaneous Commercial ServicesCommercial Services Minnesota Business Partnership, Inc. engages in helping the Minnesota residents maintain a high quality of life ensuring that the state's economy remains strong and globally competitive. The firms works with elected officials, state agency staff, and others on a range of public policy issues relevant to all Minnesotans such as education, jobs, economy, and health. The company was founded in 1977 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
National Institute for Health Care Management Foundation | Director/Board Member | ||
Calamos Investments LLC
Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Chief Executive Officer | |
Family Service League, Inc.
Family Service League, Inc. Services to the Health IndustryHealth Services Family Service League, Inc. provides social services. Its services include addiction services, children and youth programs, children with autism, early childhood, family mental health and counseling, family support, housing and homeless services, integrated health care, senior services, technology and employment, trauma and crisis counseling and veterans assistance. The company was founded in 1926 and is headquartered in Huntington, NY. | Services to the Health Industry | Chairman | |
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 Chief Executive Officer | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Crow Holdings Capital Partners LLC
Crow Holdings Capital Partners LLC Investment ManagersFinance Crow Holdings Capital Partners LLC is an independent private equity firm founded in 1948. The firm is headquartered in Dallas. | Investment Managers | Private Equity Investor | |
BCBSM Inc. (Invt Port) | Investment Managers | Chief Executive Officer | |
Blue Cross & Blue Shield of Minnesota Foundation
Blue Cross & Blue Shield of Minnesota Foundation Miscellaneous Commercial ServicesCommercial Services Blue Cross & Blue Shield of Minnesota Foundation is a non-profit organization based in Minneapolis, MN. The foundation focuses on improving the health of communities in Minnesota by providing grants to organizations that work towards health equity and addressing social determinants of health. Dana Erickson has been the CEO of the non-profit company since 2022. | Miscellaneous Commercial Services | Chief Executive Officer | |
The Hellenic Initiative
The Hellenic Initiative Miscellaneous Commercial ServicesCommercial Services The Hellenic Initiative operates a fund-raising initiative to develop economic and business improvement programs. The American company was founded by Andrew N. Liveris. | Miscellaneous Commercial Services | Director/Board Member | |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Regional Banks | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Regno Unito | 2 |
Francia | 2 |
Paesi Bassi | 2 |
Settori
Finance | 20 |
Consumer Services | 13 |
Commercial Services | 8 |
Health Services | 3 |
Electronic Technology | 2 |
Posizioni
Corporate Officer/Principal | 163 |
Director/Board Member | 151 |
Undergraduate Degree | 78 |
Chief Executive Officer | 43 |
Analyst-Equity | 40 |
Contatti più connessi
Insiders | |
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Wee Li Lim | 27 |
Alexis Michas | 25 |
John Koudounis | 19 |
John Lund | 18 |
Michael J. Guyette | 17 |
Ajay Kumar Menon | 16 |
Tom R. Hudson | 16 |
Hamzah bin Mahmood | 16 |
Ker Wei Pei | 16 |
Stefano Bertamini | 16 |
Jerome Abernathy | 15 |
Tyson Abston | 12 |
Tracy Bolt | 11 |
Donald M. Ullmann | 10 |
John J. Conefry | 10 |
- Borsa valori
- Insiders
- Steven Paul Capozza
- Connessioni Società