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.
Justin LaSalle-Tarantin
Steven Zaccone
Matthew Henriksson
David Bellinger
Atidrip Modak
Stephen Malichek
Analyst-Equity
Director of Research - Equity
Analyst-Equity
Analyst-Equity
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.
James Thomas McGlinch
Trevor Bacon
Michael Leithead
Kevin Feeney
Nathan Rubin
Devon Zhou
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Fixed Income
Moody's Investors Service, Inc.
Moody's Investors Service, Inc.
Investment ManagersFinance
Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.
Alexander Ross
Dana Baranaskas
Christos Yerolemou
Jennifer Antretter
Thomas Weber
Jacob Aronovich
Analyst-Fixed Income
Analyst-Fixed Income
Analyst-Fixed Income
Analyst-Fixed Income
Analyst-Fixed Income
Analyst-Fixed Income
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.
Steven Zaccone
Paul M. Roantree
Michael J. Barbarula
Nicholas Lampman
Sabrina Spatz
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Fixed Income
Wolfe Research LLC
Wolfe Research LLC
Investment ManagersFinance
Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.
David Bellinger
Ryan Greenwald
Clyde Singleton
Madeline Kimball
Analyst-Equity
Analyst-Equity
Analyst-Equity
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.
Jared Woodard
Ryan Greenwald
Peder Gram
Wahid Amin
Market Strategist
Analyst-Equity
Analyst-Fixed Income
Analyst-Equity
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker)
Investment Banks/BrokersFinance
BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.
Jacob Messina
Ravi Misra
Jeffrey Drotar
Matthew Henriksson
Analyst-Equity
Analyst-Equity
Analyst-Equity
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).
Stephen Albert
Jared Woodard
Ryan Greenwald
Peder Gram
Analyst-Equity
Market Strategist
Analyst-Equity
Analyst-Fixed Income
Jessica L. Trask
Jacob Messina
Jason Russ
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Stone Matthew
Tim Lynch
Filippo Prini
Masters Business Admin
Masters Business Admin
Masters Business Admin
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP
Investment Banks/BrokersFinance
Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.
Justin LaSalle-Tarantin
Joseph Civello
Makay Redd
Analyst-Equity
Analyst-Equity
Analyst-Equity
Jefferies LLC
Jefferies LLC
Investment Banks/BrokersFinance
Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.
Jeffrey Drotar
Ryan Metz
Ryan Gunning
Analyst-Equity
Analyst-Equity
Analyst-Equity
Fitch Ratings, Inc.
Fitch Ratings, Inc.
Investment ManagersFinance
Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance.
Cindy Poiesz
Samuel Marsico
Analyst-Equity
Analyst-Equity
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC
Investment Banks/BrokersFinance
Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research.
Joseph Civello
Paul O'Toole
Corporate Officer/Principal
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.
David Bellinger
Roberto Belloso
Analyst-Equity
Analyst-Equity
Cowen & Co. LLC
Cowen & Co. LLC
Investment Banks/BrokersFinance
Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.
Steven Zaccone
John O'Brien
Analyst-Equity
Analyst-Equity
Truist Securities, Inc.
Truist Securities, Inc.
Investment Banks/BrokersFinance
Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.
Ravi Misra
Joseph Civello
Analyst-Equity
Analyst-Equity
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.
Atidrip Modak
Michael T Lewis
Analyst-Equity
Corporate Officer/Principal
Jeffrey Drotar
Zachary Marshall
Undergraduate Degree
Undergraduate Degree
Stephen Albert
Long Kin Liu
Graduate Degree
Graduate Degree
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.
Jordan-T Sonnenberg
Nick Sergi
Analyst-Fixed Income
Analyst-Equity
Michael T Lewis
Tim Lynch
Consultant / Advisor
Corporate Officer/Principal
Joseph Hickman
Sorbera Candice
Undergraduate Degree
Undergraduate Degree
Russell Investment Management LLC
Russell Investment Management LLC
Investment ManagersFinance
Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.
Gustavo Galindo Cruz
Gustavo Galindo
Portfolio Manager-Equities
Analyst-Equity
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker)
Investment Banks/BrokersFinance
Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.
Steven Zaccone
David Bellinger
Analyst-Equity
Analyst-Equity
W.H. Reaves & Co., Inc.
W.H. Reaves & Co., Inc.
Investment ManagersFinance
W.H. Reaves & Co., Inc. (dba Reaves Asset Management) is a SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded by William H. Reaves in 1961. Reaves Asset Management provides investment management services to endowments, foundations, insurance companies, electric public utility, nuclear decommissioning trust funds, other institutions, defined benefit and contribution plans (ERISA), high-net-worth and other individuals.
Joseph Hickman
Corporate Officer/Principal
Richard Duda
Undergraduate Degree
FF Venture Capital LLC
FF Venture Capital LLC
Investment ManagersFinance
FF Venture Capital LLC (FF Venture Capital) is a venture capital firm founded in 1999 by John Frankel. The firm is headquartered in New York.
Richard Duda
Director of Finance/CFO
Kranz Consulting LLC
Kranz Consulting LLC
Miscellaneous Commercial ServicesCommercial Services
Part of APFS Staffing Holdings, Inc., Kranz Consulting LLC is an accounting and financial solutions firm. The company is based in San Francisco, CA.
Richard Duda
Director of Finance/CFO
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc.
Investment Banks/BrokersFinance
Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.
Gus Katehis
Analyst-Equity
Bramshill Investments LLC
Bramshill Investments LLC
Investment ManagersFinance
Bramshill Investments LLC (Bramshill) is an employee owned alternative asset management firm headquartered in Naples, Florida. The firm was founded by Art DeGaetano in 2012 and is wholly-owned by Ironmen Holdings LLC. Bramshill provides investment advisory services to institutions, family offices, and high-net-worth individuals.
Edward Lockwood
Analyst-Fixed Income
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.
Gus Katehis
Analyst-Equity
Ideo Colab Ventures LLC
Ideo Colab Ventures LLC
Investment ManagersFinance
Ideo Colab Ventures LLC (Ideo Colab Ventures) is a venture capital firm founded in 2014 by Daniel Hodd. The firm is headquartered in Cambridge, Massachusetts.
daniel hodd
Founder
Atalaya Capital Management LP
Atalaya Capital Management LP
Investment ManagersFinance
Atalaya Capital Management LP (Atalaya Capital) is a private equity firm founded in 2006 by Ivan Q. Zinn. The firm is headquartered in New York.
Dominic Nardone
Private Equity Investor
DAICO Industries, Inc.
DAICO Industries, Inc.
Electronic Production EquipmentElectronic Technology
DAICO Industries, Inc. manufactures microwave control products and amplifiers. Its products include amplifiers, multi function assemblies, control and transmitter products, and build-to-print services. The firm serves to defense, aerospace, commercial aircraft, and other high-end commercial industries. The company was founded by Peter Nooteboom in 1965 and is headquartered in Carson, CA.
daniel hodd
Founder
WFUV
WFUV
BroadcastingConsumer Services
Part of Fordham University, WFUV is a music discovery platform that offers a variety of features such as playlist archives, shows, hosts, and schedules. The platform also provides listening options, membership, and support services. WFUV hosts events such as ticket giveaways, concerts, and community events. The platform offers a range of music genres and features new songs from various artists. Additionally, WFUV pays tribute to its friend Bob Sherman who passed away in 2023.
daniel hodd
Private Equity Investor
PineBridge Investments LLC
PineBridge Investments LLC
Investment ManagersFinance
PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles.
Austin Strube
Portfolio Manager-Fixed Income
Nomura Securities International, Inc. (Invt Mgmt)
Nomura Securities International, Inc. (Invt Mgmt)
Investment ManagersFinance
Nomura Securities International, Inc. (Invt Mgmt) (NSI-IM) is the investment management division of Nomura Securities International, Inc., a broker-dealer headquartered in New York City. The firm is a subsidiary of Nomura Holding America, Inc., which is owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. NSI-IM provides advisory research services for a fee to institutional clients, such as banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state government entities, investment companies, other investment advisers, corporations, or other businesses.
Edward Lockwood
Analyst-Fixed Income
Price for Profit LLC
Price for Profit LLC
Data Processing ServicesTechnology Services
Price for Profit LLC engages in the provision of business and price management consulting services. It offers manufacturers and distributors with data-driven solutions that encompass customized change management, metrics, controls, data integration, and training support. The company was founded by Ryan White in 2006 and is headquartered in Beachwood, OH.
Fairfield Patrick E.
Director/Board Member
Bridgewater Associates LP
Bridgewater Associates LP
Investment ManagersFinance
Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients.
Madeline Kimball
Corporate Officer/Principal
Blue Owl GPSC Advisors LLC (Private Equity)
Blue Owl GPSC Advisors LLC (Private Equity)
Investment ManagersFinance
Blue Owl GPSC Advisors LLC (Blue Owl GPSC Advisors) is a private equity subsidiary of Blue Owl Capital founded in 2011 by Jeffry Brown. The firm is headquartered in New York, New York.
Matthew Talbot
Private Equity Analyst
Matthew Talbot
Undergraduate Degree
KPMG LLP
KPMG LLP
Miscellaneous Commercial ServicesCommercial Services
KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.
Nicholas Lampman
Corporate Officer/Principal
Balyasny Asset Management LP
Balyasny Asset Management LP
Investment ManagersFinance
Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.
Nicholas Lampman
Analyst-Equity
Milrose Consultants, Inc.
Milrose Consultants, Inc.
Miscellaneous Commercial ServicesCommercial Services
Milrose Consultants, Inc. provides consulting services. The firm offers code and zoning consulting, due diligence research, municipal filings and approvals, and fire department services. The company is headquartered in New York, NY.
Stephen Malichek
Corporate Officer/Principal
Ernst & Young LLP
Ernst & Young LLP
Miscellaneous Commercial ServicesCommercial Services
Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.
Ryan Metz
Corporate Officer/Principal
Alterna Capital Partners LLC
Alterna Capital Partners LLC
Investment ManagersFinance
Alterna Capital Partners LLC (Alterna Capital Partners) is a private equity firm founded in 2007 by Eric Press and Roger Miller. The firm is headquartered in Wilton, United States.
Brett Miller
Private Equity Analyst
Brett Miller
Undergraduate Degree
Manhattan Venture Partners LLC /Private Equity/
Manhattan Venture Partners LLC /Private Equity/
Investment ManagersFinance
Manhattan Venture Partners LLC (Manhattan Venture Partners) is a venture capital subsidiary of Manhattan Venture Holdings LLC founded in 2014 by Jared Carmel and Evan Haymes. The firm is headquartered in New York City.
Mario Alfredo Pérez
Private Equity Analyst