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Origen de la red de primer grado Mark Levy.
Entidad | Tipo de entidad | Industria | |
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RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.
64
| Subsidiary | Investment Managers | 64 |
Everen Securities, Inc.
13
| Extinct | Investment Managers | 13 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Mark Levy a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
ELECTRO SCIENTIFIC INDUSTRIES, INC. | Industrial Machinery | Corporate Officer/Principal | |
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal General Counsel | |
Tektronix, Inc.
![]() Tektronix, Inc. Electronic Equipment/InstrumentsElectronic Technology Tektronix, Inc. provides test, measurement and monitoring solutions. It provides services for the communications, computer, semiconductor industries, as well as for the military, aerospace, consumer electronics and education sectors. The firm also assists its clients in designing, building, deploying and managing global communications networks, computing and advanced technologies. The company was founded by Melvin Jack Murdock, Glenn Leland, Miles Tippery and Charles Howard Vollum in 1946 and is headquartered in Beaverton, OR. | Electronic Equipment/Instruments | 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 | |
Securian Asset Management, Inc.
![]() Securian Asset Management, Inc. Investment ManagersFinance Securian Asset Management, Inc. (Securian AM) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1984 and formerly known as MIMLIC Asset Management, Inc. and Advantus Capital Management, Inc. They are a wholly-owned subsidiary of Securian Financial Group, Inc., ultimately owned by Minnesota Mutual Cos., Inc. Securian AM offers discretionary and non-discretionary asset management for registered investment companies, insurance companies, including separate accounts of insurance companies, and other institutional investors. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Edward D. Jones & Co. LP
![]() Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity Analyst-Equity | |
American Assets Investment Management LLC
![]() American Assets Investment Management LLC Investment ManagersFinance American Assets Investment Management LLC (AAIM) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 2002, AAIM offers discretionary investment advisory services exclusively to qualified investors through pooled investment vehicles and separately managed accounts. | Investment Managers | Chief Executive Officer | |
WALL STREET CAPITAL, INC. | Investment Managers | Corporate Officer/Principal | |
Evergreen Capital Management LLC
![]() Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Investment Managers | Sales & Marketing | |
EXCEL TRUST INC | Real Estate Investment Trusts | Director/Board Member | |
Silver Portal Capital LLC
![]() Silver Portal Capital LLC Investment ManagersFinance Silver Portal Capital LLC is a real estate investment and merchant banking advisory firm that offers strategic and financial advice, as well as capital raising services for private platform operators, public and non-traded REITs. Silver Portal Capital is based in La Jolla, CA. The private company also sponsors targeted real estate discretionary funds and tax-advantaged investment opportunities. The firm has been involved in advising and raising capital for over 150 transactions in the real estate sector. | Investment Managers | Corporate Officer/Principal | |
Shopcore Properties LP
![]() Shopcore Properties LP Real Estate DevelopmentFinance Shopcore Properties LP operates as a real estate investment trust. It seeks investment opportunities throughout the U.S., but focuses on the West Coast, East Coast and Sunbelt regions. The firm generally leases anchor space to national and regional supermarket chains, big-box retailers and select national retailers that frequently offer necessity and value oriented items and generate regular consumer traffic. The company was founded on December 16, 2009 and is headquartered in San Diego, CA. | Real Estate Development | Director/Board Member | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance 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 Managers | Analyst-Equity Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Virginia Commonwealth University | College/University | Masters Business Admin Graduate Degree | |
Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
MONEYGRAM INTERNATIONAL, INC. | Regional Banks | Treasurer Treasurer | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Rotan Mosle, Inc.
![]() Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
Nelson & Associates, Inc.
![]() Nelson & Associates, Inc. Personnel ServicesCommercial Services Nelson & Associates, Inc. provides staffing and placement services. It offers full-time and executive search placement in the areas of senior-level accounting and finance consultation. The company was founded by Gary D. Nelson in 1970 and is headquartered in Sonoma, CA. | Personnel Services | Consultant / Advisor | |
Loyola University Maryland, Inc. | College/University | Masters Business Admin | |
Brigham Young University | College/University | Masters Business Admin | |
National Association of Real Estate Investment Trusts, Inc.
![]() National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal | |
University of Oregon | College/University | Undergraduate Degree | |
Concordia University | College/University | Undergraduate Degree | |
St. Cloud State University | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 47 |
Canadá | 2 |
Sectorial
Finance | 30 |
Consumer Services | 14 |
Electronic Technology | 3 |
Producer Manufacturing | 2 |
Commercial Services | 2 |
Operativa
Corporate Officer/Principal | 175 |
Undergraduate Degree | 62 |
Director/Board Member | 49 |
Portfolio Manager-Equities | 36 |
Analyst-Equity | 33 |
Las relaciones más conectadas
Insiders | |
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Loren Unterseher | 23 |
Richard E. Gilbert | 13 |
Burland Bland East | 13 |
Nathan William Thooft | 13 |
G. Clyde Buck | 11 |
Will Hardee | 11 |
Kevin Ellich | 11 |
Paul Buttress | 10 |
Mike Adams | 9 |
John Francis Boylan | 9 |
Kevin Eugene Silverman | 9 |
Andre M. Zeitoun | 8 |
Andrew D. Smith | 8 |
Kevin Scott Gray | 8 |
Rick Harper | 8 |
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