Provenienza dei contatti di primo grado di Terry M. Smith
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
The Pennsylvania State University
239
| College/University | Other Consumer Services | 239 |
University of Messiah
5
| College/University | Other Consumer Services | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Terry M. Smith tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
NATIONAL RURAL UTILITIES COOPERATIVE FIN | Finance/Rental/Leasing | Corporate Officer/Principal | |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
AVX CORPORATION | Electronic Production Equipment | Director/Board Member | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
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 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 | |
GLADSTONE CAPITAL CORPORATION | Investment Managers | Director of Finance/CFO | |
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 | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
GLADSTONE INVESTMENT CORPORATION | Investment Managers | Director of Finance/CFO | |
RealCrowd, Inc.
RealCrowd, Inc. Packaged SoftwareTechnology Services RealCrowd, Inc. operates an online crowdfunding platform. It offers investors online tools to browse, compare, and invest with private real estate companies. The company was founded by Adam Hooper, J. D. Conley, Andrew Norborg, and Roman Rosario on September 26, 2013 and is headquartered in Palo Alto, CA. | Packaged Software | Chief Executive Officer | |
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 | Analyst-Fixed Income Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
University of Virginia | College/University | Graduate Degree Director/Board Member | |
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Investment Committee 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 | Corporate Officer/Principal Analyst-Equity | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal Analyst-Equity | |
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 Analyst-Equity | |
New York University | College/University | Masters Business Admin Graduate Degree | |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Citigroup Capital Markets, Inc.
Citigroup Capital Markets, Inc. Investment ManagersFinance Part of Citigroup, Inc., Citigroup Capital Markets, Inc. provides financial advisory services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Villanova University | College/University | Masters Business Admin Masters Business Admin | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Providence Equity Partners LLC
Providence Equity Partners LLC Investment ManagersFinance Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
ArisGlobal LLC
ArisGlobal LLC Packaged SoftwareTechnology Services ArisGlobal LLC provides software solutions for the life sciences industry. It offers system configuration, system validation, data migration, systems integration, report development, and organizational readiness services. The company was founded by Deepak Abbhi in 1987 and is headquartered in Fort Lauderdale, FL. | Packaged Software | Corporate Officer/Principal | |
Ohio School Employees Retirement System
Ohio School Employees Retirement System Investment ManagersFinance Ohio School Employees Retirement System (SERS) is the pension fund management firm of the State of Ohio, which is headquartered in Columbus. Founded in 1937, SERS provides retirement security to the employees who manage the daily operations of K-12 schools, community schools, and community colleges. | Investment Managers | Portfolio Manager-Equities | |
Trinity Investors Fund Advisors LLC
Trinity Investors Fund Advisors LLC Investment ManagersFinance Trinity Investors Fund Advisors LLC (Trinity Investors) is an independent private equity firm founded in 2006 by Dan S. Meader. The firm is headquartered in Southlake, Texas. | Investment Managers | Private Equity Investor | |
Pioneer Fund/NY/
Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Kings Food Markets, Inc.
Kings Food Markets, Inc. Food RetailRetail Trade Kings Food Markets, Inc. owns and operates super markets. It offers breads, farm fresh produce, seafood, beef, deli, entries and sides, cheese cakes, muffins, baked pies, cakes and confections, pastries, cheese, and floral arrangements, as well as cooking classes and catering services. The company was founded in 1936 and is headquartered in Parsippany, NJ. | Food Retail | Corporate Officer/Principal | |
KBJ Capital LP
KBJ Capital LP Investment ManagersFinance KBJ Capital LP (KBJ capital) is venture capital firm founded in 2010 by Kristopher B Jones. The firm is headquartered in Wilkes Barre, Pennsylvania. | Investment Managers | Private Equity Analyst | |
Transamerica Ventures LLC
Transamerica Ventures LLC Investment ManagersFinance Transamerica Ventures LLC (Transamerica Ventures) is a venture capital subsidiary under the Aegon Group and its U.S.-subsidiary Transamerica founded in 2014. The firm is headquartered in the New York, New York. | Investment Managers | Private Equity Investor | |
HighScale Ventures
HighScale Ventures Investment ManagersFinance HighScale Ventures (HighScale Ventures) is a venture capital firm founded in 2021. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Viewcubed, Inc.
Viewcubed, Inc. Investment ManagersFinance Viewcubed, Inc. functions as an alternative investment manager. The American company was founded by Andrew Pitz. | Investment Managers | Founder | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
BlackRock Financial Management, Inc. (ETF Research) | Investment Managers | Corporate Officer/Principal | |
Clark Capital Management Group, Inc.
Clark Capital Management Group, Inc. Investment ManagersFinance Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. | Investment Managers | Analyst-Fixed Income | |
Pricewaterhousecoopers LLP (Pennsylvania) | Corporate Officer/Principal | ||
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 | Analyst-Equity | |
Zhejiang University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Cina | 2 |
Settori
Finance | 31 |
Consumer Services | 6 |
Technology Services | 4 |
Electronic Technology | 3 |
Retail Trade | 2 |
Posizioni
Corporate Officer/Principal | 98 |
Undergraduate Degree | 94 |
Director/Board Member | 66 |
Analyst-Equity | 56 |
Private Equity Investor | 35 |
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