Provenienza dei contatti di primo grado di Zachary Poitra
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.
16
| Subsidiary | Investment Banks/Brokers | 16 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Zachary Poitra tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| APPLIED MATERIALS, INC. | Industrial Machinery | Corporate Officer/Principal | |
| NIKE, INC. | Apparel/Footwear | Corporate Officer/Principal | |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity | |
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Investment Managers | Director of Research - Equity | |
SLS Management LLC
 SLS Management LLC Investment ManagersFinance Founded in 1999 by Scott Swid, SLS Management LLC is a hedge fund manager located in New York City. | Investment Managers | Analyst-Equity | |
| JANUS CAPITAL GROUP INC | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Sales & Marketing | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
| Wake Forest University | College/University | Graduate 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 | Institutional Sales | |
RedChip.com, Inc.
 RedChip.com, Inc. Internet Software/ServicesTechnology Services Founded in 1992, RedChip.com, Inc. is a part of ICM Asset Management, Inc. The company is based in Portland, OR. The company provides a comprehensive IR platform that helps small- and mid-cap companies to increase their retail and institutional shareholder base. RedChip.com was acquired by Freerealtime.com, Inc. on August 18, 2000 for $22.25 million. | Internet Software/Services | Corporate Officer/Principal | |
Clayton Associates Holdings LLC
 Clayton Associates Holdings LLC Investment ManagersFinance Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
| Davidson College | College/University | Undergraduate Degree | |
| Gonzaga University | College/University | Undergraduate Degree | |
| Harvey Mudd College | College/University | Undergraduate Degree | |
| Lewis & Clark College (Oregon) | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Masters Business Admin | |
| Sacred Heart University, Inc. | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin | |
| Wellesley College | College/University | Undergraduate Degree | |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal | |
| Weatherhead School of Management | College/University | Masters Business Admin | |
| Georgetown University | College/University | Graduate Degree | |
| University of San Diego | College/University | Undergraduate Degree | |
| University of Denver | College/University | Undergraduate Degree | |
| Université de Toulon | College/University | Undergraduate Degree | |
| The University of the Basque Country | College/University | Undergraduate Degree | |
Facet Capital Management LLC
 Facet Capital Management LLC Investment ManagersFinance Founded in 2007, Facet Capital Management LLC is a hedge fund manager located in San Francisco, California. | Investment Managers | Analyst-Equity | |
| University of Kentucky | College/University | Undergraduate Degree | |
| Westmont College | College/University | Undergraduate Degree | |
| University of Oregon | College/University | Masters Business Admin | |
BURKENROAD REPORTS
 BURKENROAD REPORTS Investment Banks/BrokersFinance Burkenroad Reports provides Research. The company was founded by Peter F. Ricchiuti in 1993 and is headquartered in New Orleans, LA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Portland Society of Financial Analysts | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Francia | 2 |
| Spagna | 2 |
Settori
| Finance | 25 |
| Consumer Services | 20 |
| Producer Manufacturing | 2 |
| Consumer Non-Durables | 2 |
| Commercial Services | 2 |
Posizioni
| Analyst-Equity | 22 |
| Undergraduate Degree | 16 |
| Corporate Officer/Principal | 15 |
| Institutional Sales | 10 |
| Masters Business Admin | 5 |
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