Origen de la red de primer grado John E. Heppe.
Entidad | Tipo de entidad | Industria | |
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MCG Securities LLC
MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc.
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| Subsidiary | Investment Managers | 6 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a John E. Heppe a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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M&T Securities, Inc.
M&T Securities, Inc. Investment Banks/BrokersFinance Part of M&T Bank Corp., M&T Securities, Inc. provides brokerage services. The company is based in Buffalo, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
J. Alden Associates, Inc.
J. Alden Associates, Inc. Investment Banks/BrokersFinance J. Alden Associates, Inc. is an independent firm that was founded in 1995. The company is based in Jenkintown, PA and offers a wide range of services including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker/dealer and RIA capabilities. The firm has 65 advisors spread across 14 districts and states and offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a compliance program. | Investment Banks/Brokers | Director of Research - Equity | |
Freimark Blair & Co., Inc.
Freimark Blair & Co., Inc. Investment Banks/BrokersFinance Freimark Blair & Co., Inc. is a security brokerage firm. The private company is based in Ramsey, NJ. The company was founded in 1982 by Andrew Richard Blair and Donald Henry Freimark. Donald Henry Freimark has been the CEO since 1982. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
George Washington University | College/University | Masters Business Admin | |
Wilmerding Licensing Corp.
Wilmerding Licensing Corp. Miscellaneous Commercial ServicesCommercial Services Westinghouse Electric Corp. engages in the distribution and marketing of home appliances. It offers air purification, bakeware and baking tools, blenders and juicers, ceiling fans, cookers and steamers, cooking utensils, cookware, electric cooktops, electric kettles, food preparation, and fryers. The company was founded by George Westinghouse in 1886 and is headquartered in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Corporate Officer/Principal | |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
Emerald Asset Management, Inc.
Emerald Asset Management, Inc. Investment ManagersFinance Part of Emerald Asset Management Employee Stock Ownership Trust, Emerald Asset Management, Inc. is a diversified investment management holding company that manages client funds through its subsidiaries. The company is based in Lancaster, PA. The company's subsidiaries include Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, and Emstone Advisers LLC. The company's investment philosophy is research-focused and it primarily focuses on growth-oriented equity investing and income-oriented investing. The company manages assets worth approximately $3.80 billion as of December 31, 2022. The company was founded by Joseph Edward Besecker and he has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Loyola University Maryland, Inc. | College/University | Graduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity Institutional Sales | |
Telsey Advisory Group LLC
Telsey Advisory Group LLC Investment Banks/BrokersFinance Founded by Dana Telsey in 2008, Telsey Advisory Group LLC (TAG) is an independent equity research and consulting firm focused on the consumer sector, including retail and apparel companies and restaurants. They provide hedge funds, mutual funds, private equity firms and private and public consumer companies the detailed analysis and market context that is necessary to make strategic and investment decisions. TAG covers both US-based and international companies across the consumer landscape, including apparel manufacturers, children and teen retailers, consumer electronics, department stores, discounters, home furnishings, luxury goods, off-price retailers, quick service and specialty restaurants and specialty apparel retailers. Their consulting services include acquisition due diligence, benchmarking, competitive analyses, financial analysis, investor relations functions, market assessments, and valuation. | Investment Banks/Brokers | Sales & Marketing | |
Dekania Capital Management LLC
Dekania Capital Management LLC Investment ManagersFinance Part of Cohen & Co., Inc., Dekania Capital Management LLC is a company that provides investment advisory services. The company is based in Philadelphia, PA. | Investment Managers | Compliance Officer | |
The Secura Group LLC
The Secura Group LLC Investment ManagersFinance Part of LECG LLC, The Secura Group LLC provides financial consulting services. The company is based in Vienna, VA. The company was founded by Bill M. Isaac. The Secura Group was acquired by LECG LLC on March 16, 2007 for $9.50 million. | Investment Managers | Corporate Officer/Principal | |
McAllen Capital Partners, Inc. | Corporate Officer/Principal | ||
Cohen & Company Financial Management LLC
Cohen & Company Financial Management LLC Investment ManagersFinance Cohen & Co. Financial Management LLC (CCFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2003 and is a subsidiary of Dekania Investors LLC, ultimately owned by Cohen & Co., Inc. (NYSE: COHN). CCFM manages investment products, which includes funds, managed accounts and collateralized debt obligations. | Investment Managers | Compliance Officer | |
Cohen & Company Securities LLC
Cohen & Company Securities LLC Investment Banks/BrokersFinance Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Investment Officer | |
Commerce Street Capital LLC
Commerce Street Capital LLC Investment Banks/BrokersFinance Founded in 2007 by William Gross, Commerce Street Capital LLC is a registered broker/dealer located in Dallas, Texas with an additional office in Duluth, Georgia. The firm is wholly-owned subsidiary of Commerce Street Holdings LLC. Commerce Street Capital specializes in municipal and high-yield corporate bonds. | Investment Banks/Brokers | Analyst-Equity | |
Alden Associates, Inc.
Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA. | Electronics/Appliance Stores | Chief Tech/Sci/R&D Officer Chief Executive Officer Compliance Officer | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Investment Managers | Portfolio Manager-Equities | |
Axos Bank
Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Regional Banks | Corporate Officer/Principal | |
Cohen & Company Management LLC
Cohen & Company Management LLC Financial ConglomeratesFinance Part of Cohen & Co., Inc., Cohen & Company Management LLC is a company based in Philadelphia, PA. | Financial Conglomerates | Corporate Officer/Principal | |
CV Brokerage, Inc.
CV Brokerage, Inc. Investment Banks/BrokersFinance Founded in 1965, CV Brokerage, Inc. is a broker/dealer located in West Conshohocken, Pennsylvania. The firm is a CV Brokerage is a 100% woman-owned broker/dealer specializing in agency only, best execution services for institutions, fund-of-funds, hedge funds, pensions, endowments, foundations and high net-worth investors. | Investment Banks/Brokers | Analyst-Equity | |
Alden Capital Management LLC
Alden Capital Management LLC Investment ManagersFinance Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo. | Investment Managers | Chief Executive Officer Compliance Officer | |
R5 Partners, Inc.
R5 Partners, Inc. Investment Trusts/Mutual FundsMiscellaneous R5 Partners, Inc. operates as a holding firm. The company is headquartered in Wayne, PA. | Investment Trusts/Mutual Funds | Treasurer | |
Bluestone Capital Management LLC
Bluestone Capital Management LLC Investment ManagersFinance Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals. | Investment Managers | Chief Executive Officer Compliance Officer |
Estadísticas
Internacional
Estados Unidos | 38 |
Sectorial
Finance | 25 |
Consumer Services | 10 |
Commercial Services | 2 |
Retail Trade | 2 |
Miscellaneous | 2 |
Operativa
Corporate Officer/Principal | 17 |
Analyst-Equity | 10 |
Compliance Officer | 7 |
Chief Executive Officer | 5 |
Undergraduate Degree | 5 |
Las relaciones más conectadas
Insiders | |
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Lee Calfo | 16 |
Joe Gladue | 15 |
Alan P. Carruthers | 9 |
Kenneth R. Smith | 8 |
Jason D. O'Donnell | 6 |
Richard Farr | 6 |
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