Dave Kanen
Director Ejecutivo en Kanen Wealth Management LLC .
Fortuna: 509 619 $ al 30/04/2024
Origen de la red de primer grado Dave Kanen.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC.
138
| Extinct | Investment Banks/Brokers | 138 |
Sterling Financial Investment Group
 Sterling Financial Investment Group Investment ManagersFinance Sterling Financial Investment Group is an investment advisor headquartered in Boca Raton, Florida with an additional office in Miami, Florida
15
| Extinct | Investment Managers | 15 |
Aegis Capital Corp.
 Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research
14
| Subsidiary | Investment Banks/Brokers | 14 |
Jacksonville University
11
| College/University | Other Consumer Services | 11 |
| Public Company | Specialty Stores | 11 | |
| Subsidiary | Restaurants | 9 | |
WFG Investments, Inc.
 WFG Investments, Inc. Investment Banks/BrokersFinance Founded in 2004, WFG Investments, Inc. is a full service broker-dealer located in Dallas, Texas. The firm is a subsidiary of Williams Financial Group, Inc., a financial services firm founded in 1988 by Wilson Williams. WFG Investments is a member of the NASD and the SPIC. The firm provides support, investment products and a broad array of services to a select group of U.S. financial advisors and their clients.
5
| Extinct | Investment Banks/Brokers | 5 |
| Public Company | Specialty Stores | 4 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Dave Kanen a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| Washington University in St. Louis | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
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 Analyst-Equity Analyst-Equity | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Noble Capital Markets, Inc.
 Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Mariner Private Equity LLC
 Mariner Private Equity LLC Investment ManagersFinance Mariner Private Equity LLC (Mariner Private Equity) is a private equity/venture capital subsidiary of Mariner LLC founded in 2006 by Martin Christopher Bicknell and Patrick G. Doherty. The firm is headquartered in Leawood, Kansas. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Bonfyre, Inc.
 Bonfyre, Inc. Packaged SoftwareTechnology Services Bonfyre, Inc. engages in the design and development of an employee experience platform. The firm offers Bonfyre application. The company was founded by Mark Sawyier, Chris Dornfeld, and Raymond Gobberg in 2012 and is headquartered in St. Louis, MO. | Packaged Software | Director/Board Member | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Louis University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| The University of Colorado | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Purdue University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Southern Illinois University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree | |
Famous Dave's of America, Inc.
 Famous Dave's of America, Inc. RestaurantsConsumer Services Part of MTY Food Group, Inc., Famous Dave's of America, Inc. operates a restaurant. The company is based in Minnetonka, MN. The CEO of the company is Jeffery Crivello. | Restaurants | Director/Board Member Chief Operating Officer | |
| USC Marshall School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Graduate Degree | |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Duff & Phelps LLC
 Duff & Phelps LLC Investment ManagersFinance Duff & Phelps LLC provides financial advising and investment banking services. It's consulting and investment banking services include financial reporting and tax valuation, fixed asset and real estate consulting, M&A advisory, fairness and solvency opinions, ESOP and ERISA advisory services, legal business solutions and dispute consulting. The company was founded in 1932 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Doctorate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Hela Capital Partners LLC
 Hela Capital Partners LLC Investment ManagersFinance Hela Capital partners LLC seeks investment opportunities in mid-size companies located in the United States. The fund targets companies operating in the field of financial services. It provides financing for LBO transactions. | Investment Managers | Corporate Officer/Principal | |
| Elm Tree Funds Ii LLC | Director/Board Member | ||
| Paranet LLC | Director/Board Member | ||
Enterprise Bank, Inc.
 Enterprise Bank, Inc. Regional BanksFinance Enterprise Bank, Inc. provides banking services. The private company is based in Lianga, Philippines. | Regional Banks | Director/Board Member | |
| Gryphon Investments II LLC | Corporate Officer/Principal | ||
Verifi, Inc.
 Verifi, Inc. Packaged SoftwareTechnology Services Verifi, Inc. provides global electronic payment and risk management solutions for card-not-present merchants. It provides global payment acceptance, processing, order screening and revenue recovery, maximization to fraud, risk management and enterprise payment security. The company was founded in 2005 by Matthew Katz and is headquartered in Los Angeles, CA. | Packaged Software | Director/Board Member | |
Kinexus Co.
 Kinexus Co. Internet Software/ServicesTechnology Services Kinexus Co. provides wealth management services. The company is headquartered in New York, NY. | Internet Software/Services | Director of Finance/CFO |
Estadísticas
Internacional
| Estados Unidos | 49 |
| España | 2 |
| Filipinas | 2 |
Sectorial
| Finance | 23 |
| Consumer Services | 21 |
| Technology Services | 4 |
| Commercial Services | 2 |
| Health Technology | 2 |
Operativa
| Corporate Officer/Principal | 160 |
| Analyst-Equity | 122 |
| Director/Board Member | 98 |
| Undergraduate Degree | 73 |
| Director of Finance/CFO | 45 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Marty Bicknell | 29 |
| David Truetzel | 19 |
| Anand Gala | 19 |
| Jim Barnes | 17 |
| Neil Watanabe | 16 |
| Timothy McQuay | 16 |
| Theodore R. O'Neill | 16 |
| Patrick Walsh | 15 |
| Ashok Kumar | 15 |
| Michael Shaffer | 12 |
| Richard Shapiro | 12 |
| Jack T. Collins | 11 |
| James G. Gilbertson | 11 |
| John Bierbusse | 10 |
| Albert Lee Rauch | 10 |
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