Justin E. Capetola
Fundador en Blue Bell Private Wealth Management LLC .
Origen de la red de primer grado Justin E. Capetola.
Entidad | Tipo de entidad | Industria | |
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Gettysburg College
28
| College/University | Other Consumer Services | 28 |
Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers.
5
| Private Company | Investment Managers | 5 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Justin E. Capetola a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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THE JM SMUCKER COMPANY | Food: Specialty/Candy | Director of Finance/CFO | |
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Banks/Brokers | Director/Board Member | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance 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. | Investment Managers | Institutional Sales | |
Geller Advisors LLC
Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Investment Managers | Investment Committee Member | |
The Lighthouse Group PA I LP | Corporate Officer/Principal | ||
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Investment Managers | Analyst-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Boston University | College/University | Doctorate Degree Doctorate Degree | |
HomeGain.com, Inc.
HomeGain.com, Inc. Real Estate DevelopmentFinance HomeGain.com, Inc. provides online real estate listings and broker information services. Its site offers access to searchable local listings, as well as tools for calculating the value of the present home, mortgage costs, and the total cost of buying a new property. The firm also provides listing services that allow real estate agents to post the properties online. The company was founded by Bradley J. Inman in April 1999 and is headquartered in San Ramon, CA. | Real Estate Development | Corporate Officer/Principal | |
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 | Analyst-Equity | |
Flagship Pioneering
Flagship Pioneering Investment ManagersFinance Flagship Pioneering (Flagship Pioneering) is a venture capital firm founded in 1982 by Ed M Kania and Noubar B Afeyan. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Private Equity Investor | |
Arnold Advertising, Inc.
Arnold Advertising, Inc. Commercial Printing/FormsCommercial Services Part of BT Group Plc, Arnold Advertising, Inc. publishes telephone directories. Arnold Advertising was acquired by TransWestern Publishing Co. LLC on April 11, 2002. | Commercial Printing/Forms | Corporate Officer/Principal | |
NeoCarta Ventures, Inc.
NeoCarta Ventures, Inc. Investment ManagersFinance NeoCarta Ventures, Inc. (NeoCarta Ventures) is a venture capital firm founded in 1999 by D. Jarrett Collins and Tom W. Naughton. The firm is headquartered in San Mateo, California. | Investment Managers | Corporate Officer/Principal | |
American University | College/University | Masters Business Admin | |
Syracuse University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
AXCA HEALPAR | Biotechnology | Corporate Officer/Principal | |
3d Lacrosse, Inc.
3d Lacrosse, Inc. Movies/EntertainmentConsumer Services 3d Lacrosse, Inc. offers lacrosse training, clubs and events. It offers training for individuals and teams, hosts events, tournaments, select travel teams, recruiting showcases and leagues for different levels of organized competition. The company was founded by Jamie Munro in 2009 and is headquartered in Denver, CO. | Movies/Entertainment | Sales & Marketing | |
St. Joseph's University | College/University | Undergraduate Degree | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
Papamarkou Wellner Asset Management, Inc.
Papamarkou Wellner Asset Management, Inc. Investment ManagersFinance Papamarkou Wellner Asset Management, Inc. is an independent multi-family office that provides innovative, strategic, and financial advice to a diverse client base. The private company is based in New York, NY, with an office in an undisclosed location. The company offers bespoke investment management and merchant banking solutions to domestic and international high-net worth individuals, family offices, endowments, and foundations. The company takes a highly collaborative approach on every assignment to achieve creative solutions for their clients. | Investment Managers | Corporate Officer/Principal | |
Geller & Co. LLC
Geller & Co. LLC Financial ConglomeratesFinance Geller & Co. LLC and its subsidiary, Geller Advisors LLC, provide financial advisory and wealth management services to individuals, families, business owners, institutions, and non-profits. The private company is based in New York, NY and has subsidiaries in the United States. The company's services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology. Geller Advisors is a multi-family office with over $9 billion of assets under management and advisement. The company was founded by Laurence Stephen Geller and Martin Jay Geller, with Martin Jay Geller serving as CEO since incorporation. | Financial Conglomerates | Director/Board Member | |
Kellogg School of Management | College/University | Graduate Degree | |
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). | Investment Banks/Brokers | Private Equity Investor | |
Baker Tilly US LLP
Baker Tilly US LLP Investment ManagersFinance Baker Tilly US LLP engages in the provision of accounting and financial advisory services. It offers assurance, consulting, and risk advisory services. The company was founded in 1931 and is headquartered in Chicago, IL. | Investment Managers | Private Equity Investor | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Private Equity Investor | |
Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Investment Managers | Consultant / Advisor | |
Fordham Gabelli School of Business | College/University | Masters Business Admin | |
Franklin Venture Partners LLC
Franklin Venture Partners LLC Investment ManagersFinance Franklin Venture Partners LLC (Franklin Venture Partners) is a venture capital and private equity subsidiary of Franklin Advisers, Inc founded in 2017. The firm is headquartered in San Mateo, California. | Investment Managers | Director/Board Member | |
Cigna Ventures LLC
Cigna Ventures LLC Investment ManagersFinance Cigna Ventures LLC (Cigna Ventures) is a venture capital subsidiary of Cigna Holding Co founded in 2018 by Richards Tom. The firm is headquartered in Bloomfield, Connecticut. | Investment Managers | Private Equity Investor | |
Greenwich Associates LLC
Greenwich Associates LLC Miscellaneous Commercial ServicesCommercial Services Greenwich Associates LLC engages in the provision of business consulting services to the financial services industry. It offers market intelligence, benchmarking information, and service provider rankings in the areas of investment management; fixed income; equities; corporate finance; small and midsized business banking; and treasury. The company was founded by Charles D. Ellis in 1972 and is headquartered in Stamford, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Wake Forest University School of Business | College/University | Masters Business Admin | |
Guardian Capital Partners Investment Management LP
Guardian Capital Partners Investment Management LP Investment ManagersFinance Guardian Capital Partners Investment Management LP (Guardian Capital Partners) is a private equity firm founded in 2007 by Scott D. Evans, Peter H. Haabestad and Hugh Kenworthy III. The firm is headquartered in Wayne, Pennsylvania. | Investment Managers | Private Equity Investor | |
HOSTESS BRANDS, INC. | Food: Specialty/Candy | Director/Board Member | |
The Western Reserve Academy
The Western Reserve Academy Other Consumer ServicesConsumer Services The Western Reserve Academy is a top-ranked high school that has been providing innovative education since 1826. The school is located in Hudson, OH. The non-profit company's mission is to prepare students to pioneer in learning and in life. The academy offers community outreach and engagement programs, as well as the Wang Innovation Center. | Other Consumer Services | Director/Board Member | |
Cole Haan LLC
Cole Haan LLC Wholesale DistributorsDistribution Services Cole Haan LLC manufactures and distributes footwear, handbags, apparel, and accessories. Its products include sandals, pumps, ballet flats, wedges, drivers, loafers, backpacks and clutches. The company was founded by Trafton Cole and Eddie Haan in 1928 and is headquartered in New York, NY. | Wholesale Distributors | Corporate Officer/Principal | |
HSBC USA INC (NEW) | Major Banks | Corporate Officer/Principal | |
LeadQual LLC
LeadQual LLC Miscellaneous Commercial ServicesCommercial Services LeadQual LLC provides digital marketing solutions. It offers search engine optimization services; search engine marketing; social media advertising; affiliate program management; mobile marketing; call and contact center; and conversion optimization services. The company was founded by Glenn Houck and Andrew Coleman in 2005 and is headquartered in San Diego, CA. | Miscellaneous Commercial Services | Sales & Marketing | |
Baruch College | College/University | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 43 |
Israel | 2 |
Sectorial
Finance | 25 |
Consumer Services | 12 |
Commercial Services | 4 |
Consumer Non-Durables | 3 |
Technology Services | 2 |
Operativa
Undergraduate Degree | 32 |
Corporate Officer/Principal | 29 |
Director/Board Member | 10 |
Private Equity Investor | 8 |
Masters Business Admin | 8 |
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