Lee Harriss Roberts
Fundador en Curi Wealth Management LLC .
Origen de la red de primer grado Lee Harriss Roberts.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
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.
723
| Subsidiary | Investment Banks/Brokers | 723 |
Cherokee Investment Partners LLC
 Cherokee Investment Partners LLC Investment ManagersFinance Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.
77
| Private Company | Investment Managers | 77 |
Duke Alumni Association
7
| Non-Profit Organization | 7 | |
Sanford School of Public Policy
5
| College/University | Other Consumer Services | 5 |
Curi Wealth Management LLC
 Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina.
5
| Subsidiary | Investment Managers | 5 |
Community Investment Corp. of the Carolinas
2
| Subsidiary | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Lee Harriss Roberts a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| BANK OF AMERICA CORPORATION | Major Banks | General Counsel Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Director/Board Member Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Fixed Income Analyst-Equity | |
Cowen Investment Management LLC
 Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Coatue Capital LLC
 Coatue Capital LLC Miscellaneous Commercial ServicesCommercial Services Coatue Capital LLC provides management consulting services. It focuses on the technology, media, and telecommunications stocks. The company was founded in 1999 and is located in New York City, NY. | Miscellaneous Commercial Services | Private Equity Analyst | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Market Strategist Chief Investment Officer | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| New York University | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Federal Reserve Bank of New York | General Government | Director/Board Member Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree | |
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 | Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
North Carolina Bankers Association
 North Carolina Bankers Association Miscellaneous Commercial ServicesCommercial Services The North Carolina Bankers Association is a business association based in Raleigh, NC. The association has subsidiaries in the United States. The CEO of the non-profit company is Peter Gwaltney. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Graduate Degree Undergraduate Degree | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Mumbai | College/University | Graduate Degree | |
Institute for Defense Analyses
 Institute for Defense Analyses State AgencyGovernment Institute for Defense Analyses provides technical analyses of weapons systems and programs to federal agencies. It is a federally funded research organization that works primarily for the US Government's defense agencies. Its research areas include systems evaluations, technology assessments, resource & support analyses, and strategy assessments. The company was founded in 1947 and is headquartered in Alexandria, VA. | State Agency | Corporate Officer/Principal | |
Morgan Stanley India Co. Pvt Ltd.
 Morgan Stanley India Co. Pvt Ltd. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley India Co. Pvt Ltd. is an Indian financial services company that has been operating for 25 years. The company is based in Mumbai, India. The company offers various services and career opportunities, and its employees bring innovative solutions to every role they tackle. Additionally, the company has an Inclusive Ventures Group that aims to broaden access to capital for underrepresented innovators and spotlight their successes. Aisha de Sequeira has been the CEO of the company since 2008. | Investment Banks/Brokers | Analyst-Equity | |
Jewish Community Federation of San Francisco
 Jewish Community Federation of San Francisco Miscellaneous Commercial ServicesCommercial Services Jewish Community Federation of San Francisco provides social services to the Jewish organizations. It works to protect and enhance Jewish life in its community through fundraising, strategic planning and providing funding for programs that care for those in need. The company was founded in 1910 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| Babson College | College/University | Graduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
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 Group LLC, ultimately held by 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. | Investment Banks/Brokers | Analyst-Equity | |
Oppenheimer Investment Management LLC
 Oppenheimer Investment Management LLC Investment ManagersFinance Oppenheimer Investment Management LLC (OIM) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Oppenheimer Asset Management, Inc., owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OIM provides investment management services to pension and profit-sharing plans, corporations, state or municipal government entities, charitable organizations, insurance companies, foundations and endowments, trusts, and high-net worth individuals. | Investment Managers | Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 48 |
| India | 3 |
Sectorial
| Consumer Services | 23 |
| Finance | 22 |
| Commercial Services | 4 |
| Government | 3 |
| Electronic Technology | 2 |
Operativa
| Corporate Officer/Principal | 169 |
| Director/Board Member | 142 |
| Analyst-Equity | 97 |
| Undergraduate Degree | 71 |
| Masters Business Admin | 37 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Charles Phillips | 40 |
| D. Peeler | 32 |
| Paul Brooke | 32 |
| David G. Leitch | 23 |
| Eddy Zervigon | 22 |
| Marc Lehmann | 15 |
| Michael A. Happel | 15 |
| Joel Fleishman | 13 |
| Peter C. Kuper | 13 |
| Bruce W. Elder | 11 |
| Allen W. Nelson | 11 |
| Geralyn S. Ritter | 10 |
| Bradford Adamczyk | 10 |
| Steve Milunovich | 10 |
| Tom McHugh | 9 |
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