William Conkling
Direttore Finanziario/CFO presso SUMMIT HOTEL PROPERTIES, INC.
Patrimonio netto: 3 M $ in data 30/06/2024
Provenienza dei contatti di primo grado di William Conkling
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
98
| Subsidiary | Investment Managers | 98 |
| Public Company | Real Estate Investment Trusts | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a William Conkling tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| MARRIOTT INTERNATIONAL, INC. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Private Equity Investor | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Corporate Officer/Principal Graduate Degree Masters Business Admin Masters Business Admin | |
American Hotel & Lodging Association, Inc.
 American Hotel & Lodging Association, Inc. Hotels/Resorts/Cruise linesConsumer Services American Hotel & Lodging Association, Inc. is the largest hotel association in the United States, representing all segments of the industry nationwide. The private company is based in Washington and has subsidiaries in the United States. The American company provides financial assistance to hoteliers through two main programs listed below. The company is focused on enhanced hotel cleaning practices, social interactions, and workplace protocols to meet the new health and safety challenges and expectations presented by COVID-19. Chip Rogers has been the CEO of the company since 2019. | Hotels/Resorts/Cruise lines | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member | |
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 | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| New York University | College/University | Doctorate Degree Undergraduate Degree Graduate Degree Undergraduate 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 | Sales & Marketing Analyst-Equity Chief Executive Officer | |
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 | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Summit Hotel OP LP
 Summit Hotel OP LP Financial ConglomeratesFinance Summit Hotel OP LP engages in the provision of investment services. It focuses on acquiring and owning premium-branded select-service hotels in the upper midscale and upscale segments of the U.S. lodging industry. The company was founded on June 30, 2010 and is headquartered in Austin, TX. | Financial Conglomerates | Chief Executive Officer Director/Board Member Director/Board Member | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree 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 | Corporate Officer/Principal Analyst-Equity | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Analyst-Equity | |
| North Carolina State University | College/University | Undergraduate Degree 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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Quinnipiac University | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Graduate Degree Undergraduate 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 | Director/Board Member Masters Business Admin | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree | |
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 | Chief Executive Officer Market Strategist | |
| The Leeds School of Business | College/University | Undergraduate Degree Director/Board Member | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
HG San Jose JV BR 150 LLC
 HG San Jose JV BR 150 LLC Real Estate Investment TrustsFinance HG San Jose JV BR 150 LLC engages in real estate investment trust. The company was founded in 2019 and is headquartered in Austin, TX. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
| Vanderbilt University | College/University | Graduate Degree Undergraduate Degree | |
Venturi Investment Partners
 Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Ahla Foundation, Inc.
 Ahla Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Ahla Foundation, Inc. was founded in 1953 and is based in Washington with subsidiaries in the United States. The foundation is dedicated to helping people build careers, improve their lives, and strengthen the lodging industry. The American company offers academic and professional development scholarships, research funding, and events to support the hotel industry's workforce, from entry-level employees to general managers. The foundation relies solely on contributions from generous individuals and organizations who want to give back to hotel industry employees and the communities where they work and live. The American Hotel & Lodging Association (AH&LA) and the American Hotel & Lodging Educational Institute (AHLEI) are their partner organizations. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| DIAMOND RESORTS INTERNATIONAL INC | Hotels/Resorts/Cruise lines | Director/Board Member Director/Board Member | |
| Summit Hotel GP LLC | Chief Executive Officer Corporate Secretary | ||
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
HG San Fran JV BR 149 LLC
 HG San Fran JV BR 149 LLC Real Estate Investment TrustsFinance Hg San Fran Jv Br 149 LLC operates as a real estate investment trust. The company is headquartered in Austin, TX. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
Silverthorne JV BR 147 LLC
 Silverthorne JV BR 147 LLC Real Estate Investment TrustsFinance Silverthorne JV BR 147 LLC engages in REITS and Financial services. The company is headquartered in Austin, TX. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Nuova-Zelanda | 2 |
Settori
| Consumer Services | 26 |
| Finance | 20 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
Posizioni
| Director/Board Member | 158 |
| Corporate Officer/Principal | 149 |
| Undergraduate Degree | 88 |
| Portfolio Manager-Equities | 54 |
| Analyst-Equity | 47 |
Contatti più connessi
| Insiders | |
|---|---|
| Hope Taitz | 38 |
| Thomas Montag | 26 |
| Jonathan Stanner | 24 |
| Thomas Storey | 19 |
| Amit Gupta | 18 |
| Jeffrey Jones | 17 |
| Daniel Hansen | 16 |
| Kenneth Kay | 16 |
| Juan Arciniegas | 16 |
| Michael Irving Falcon | 15 |
| Seth Peck | 14 |
| Bjorn Hanson | 12 |
| Bradley Ward Sussman | 9 |
| Stephen R. Cordill | 9 |
| John Thiel | 9 |
- Borsa valori
- Insiders
- William Conkling
- Connessioni Società
