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Jacob Puccetti
Analyst-Equity en Vivaldi Capital Management LP .
Origen de la red de primer grado Jacob Puccetti.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
University of Dayton
18
| College/University | Other Consumer Services | 18 |
Vivaldi Capital Management LP
![]() Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans.
11
| Subsidiary | Investment Managers | 11 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jacob Puccetti a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
HUB GROUP, INC. | Air Freight/Couriers | Director/Board Member | |
Beese Fulmer Investment Management, Inc.
![]() Beese Fulmer Investment Management, Inc. Investment ManagersFinance Beese Fulmer Investment Management, Inc. (BFIM) is an independent, SEC-registered investment advisor headquartered in Canton, Ohio. The firm was founded by William Beese and Dennis Fulmer in 1980 and do-business-as Beese Fulmer Private Wealth Management. BFIM provides personalized confidential investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations on a discretionary and nondiscretionary basis. | Investment Managers | Analyst-Equity | |
Truepoint, Inc.
![]() Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Investment Managers | Analyst-Equity | |
Infinity Core Alternative Fund
![]() Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Treasurer | |
RSM US LLP
![]() RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Cboe Exchange, Inc. (Illinois)
![]() Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Emory University | College/University | Undergraduate Degree | |
Hunter Associates Investment Management LLC
![]() Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services. | Investment Managers | Analyst-Equity | |
Colgate University | College/University | Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
Northeastern Illinois University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Bob Ross Buick, Inc.
![]() Bob Ross Buick, Inc. Specialty StoresRetail Trade Bob Ross Buick, Inc. provides car dealership services. It offers new and pre-owned vehicles. It also provides financing, service & repair and collision repair services. The company was founded by Norma J. Ross & Robert Paul Ross, Sr. in 1979 and is headquartered in Centerville, OH. | Specialty Stores | President | |
Cleveland Research Co. LLC
![]() Cleveland Research Co. LLC Investment ManagersFinance Cleveland Research Co. (CRC) is an investment research firm headquartered in Cleveland, Ohio. The firm was founded in 2006 by Eric Bosshard and Chris Byke. They are a subsidiary of Cleveland Research Management Co. LLC. CRC offers high-quality equity and market research for institutional clients. They provide insight and detailed analysis into the largest companies and sectors across five primary industries: Technology, Consumer, Healthcare, Agricultural and Industrial. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
American International Automobile Dealers Association
![]() American International Automobile Dealers Association Miscellaneous Commercial ServicesCommercial Services The American International Automobile Dealers Association (AIADA) is a national trade association representing over 9,500 international nameplate automobile franchises in the United States. The non-profit company is based in Alexandria, VA. Established in 1970, AIADA communicates the value of international nameplate dealers to the public and the industry through regular publications, statements, and strategies. The association provides a voice to dealers on the issues they care about by connecting them with legislators and policy makers. AIADA advocates on behalf of international nameplate dealers, educating and informing policy makers, legislators, and the public of the industry’s value. | Miscellaneous Commercial Services | Chairman | |
Serent Capital Management Co. LLC
![]() Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California. | Investment Managers | Director/Board Member | |
Aksia LLC
![]() Aksia LLC Investment ManagersFinance Aksia LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Jim Vos in 2006. Aksia provides portfolio advisory services on alternative investment strategies for institutional investors. | Investment Managers | Analyst-Equity | |
Mutual Capital Partners
![]() Mutual Capital Partners Investment ManagersFinance Mutual Capital Partners (Mutual Capital Partners) is a venture capital firm founded in 2004 by William S Trainor, Wayne H Wallace and Rick Sapio. The firm is headquartered in Westlake, Ohio. | Investment Managers | Private Equity Analyst | |
Voyager Management LLC
![]() Voyager Management LLC Investment ManagersFinance Voyager Management LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded in 1997 by Christopher Knight and Lyle Poncher. Voyager Management builds and manages Alternative Investment portfolios on behalf of wealth managers, family offices, foundations, corporations, institutions and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
Dayton Chamber of Commerce
![]() Dayton Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Dayton Chamber of Commerce operates as a trade association of businesses, professionals and individuals. The company was founded by John H. Patterson in 1907 and is headquartered in Dayton, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Maranon Capital LP
![]() Maranon Capital LP Investment ManagersFinance Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Fifth Third Bank, NA (Investment Management)
![]() Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to high net worth and ultra-high net worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
Madison Financial Advisors Ltd.
![]() Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Portfolio Manager-Equities | |
Centric Wealth Management LLC
![]() Centric Wealth Management LLC Investment ManagersFinance Centric Wealth Management LLC (Centric) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded in 2005 and formerly known as FGMK/Preservaton Capital Partners LLC. Centric provides advice and guidance to individuals, families, businesses and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Trust Capital Management LP
![]() First Trust Capital Management LP Investment ManagersFinance Part of First Trust Capital Solutions LP, First Trust Capital Management LP offers a range of alternative investments including private equity, venture capital, hedge funds, real estate, and private credit. The company is based in Chicago, IL. The company provides these solutions in various structures to financial advisors, family offices, and institutions. The company was founded in 2012. Michael Dillon Peck has been the CEO of the company since 2021. | Investment Managers | Chief Executive Officer Director of Research - Equity Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
First Trust Private Assets Fund
![]() First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Treasurer | |
First Trust Hedged Strategies Fund
![]() First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | President Treasurer | |
First Trust Real Assets Fund
![]() First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | President Treasurer | |
The Relative Value Fund
![]() The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | President Treasurer | |
MyForest Foods Co.
![]() MyForest Foods Co. Miscellaneous Commercial ServicesCommercial Services Atlast Food Co. operates as an American food technology company. It develops structural ingredients for plant based, whole cut meat products. The company was founded in 2018 and is headquartered in Green Island, NY. | Miscellaneous Commercial Services | President Chief Operating Officer | |
First Trust Private Credit Fund
![]() First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | President Treasurer | |
Edgewater Research Co. LLC
![]() Edgewater Research Co. LLC Investment ManagersFinance Edgewater Research Co. LLC is an independent equity research and market intelligence company founded in 2018. The private company is based in Cleveland, OH and has subsidiaries in the United States. Edgewater Research produces timely, proprietary, and content-rich fundamental research from an established network of contacts across key industries and supply chains. The company prides itself on honest and unbiased work, free from conflicts of interest. The company's extensive network of contacts and ability to accurately interpret information provide an edge over the competition, empowering clients to make more confident, informed decisions. | Investment Managers | Analyst-Equity | |
Red Cedar Investment Management LLC
![]() Red Cedar Investment Management LLC Investment ManagersFinance Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations. | Investment Managers | Analyst-Equity | |
Global Platinum Securities | Corporate Officer/Principal | ||
Redi.Health, Inc.
![]() Redi.Health, Inc. Medical/Nursing ServicesHealth Services Redi.Health, Inc. is a healthcare company based in Columbus, OH. The company provides simplified tools to patients and create novel pathways of connectivity to support and resources that patients wouldn't otherwise have access to. Redi.Health empowers patients with chronic conditions to understand, manage, and track their total health through digital support. The company combine health management technology and pharmaceutical manufacturer support into one tool, providing a mobile platform that allows patients to manage everything from multiple medications and symptoms to diet and exercise. The company was founded with the goal of empowering patients to take control of their health journey. The CEO of the company is Luke Buchanan. | Medical/Nursing Services | Director-Back Office Operation | |
CARS.COM INC. | Internet Software/Services | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 44 |
Sectorial
Finance | 20 |
Consumer Services | 9 |
Miscellaneous | 8 |
Commercial Services | 5 |
Transportation | 2 |
Operativa
Undergraduate Degree | 26 |
Analyst-Equity | 23 |
Corporate Officer/Principal | 19 |
Portfolio Manager-Equities | 17 |
President | 14 |
Las relaciones más conectadas
Insiders | |
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Michael Peck | 18 |
Jenell Ross | 13 |
Chad Eisenberg | 10 |
Randal Golden | 6 |
Scott Hergott | 6 |
Brian Murphy | 6 |
David Sternberg | 5 |
Michael Grayson | 4 |
Evan Willmann | 4 |
Liz Todia | 3 |
Madeline Schneck | 3 |
Michael Westendorf | 3 |
Trevor Katzban | 3 |
David Niehaus | 3 |
Andrew Sternberg | 3 |
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