![Mark Roach](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mark Roach
Analyst-Equity en Foundry Partners LLC (Minnesota) .
Origen de la red de primer grado Mark Roach.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Foundry Partners LLC (Minnesota)
![]() Foundry Partners LLC (Minnesota) Investment ManagersFinance Foundry Partners LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Timothy Ford and Seamus Morphy in 2012 and is wholly-owned by Foundry Management Partners LLC. Foundry Partners provides investment management services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other legal entities. The firm advises clients through accounts in Separately Managed Account (SMA) programs and provides sponsors access to its investment models through UMA programs.
16
| Subsidiary | Investment Managers | 16 |
Dreman Value Management LLC
![]() Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors.
14
| Subsidiary | Investment Managers | 14 |
National City Bank (Cleveland, Ohio)
![]() National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH.
14
| Extinct | Major Banks | 14 |
Vaughan Nelson Investment Management LP
![]() Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.
13
| Subsidiary | Investment Managers | 13 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Mark Roach a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Investment Managers | Head-Fixed Income Invts Head-Fixed Income Invts | |
Merced Capital LP
![]() Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Investment Managers | Corporate Officer/Principal | |
Community Trust & Investment Co.
![]() Community Trust & Investment Co. Investment ManagersFinance Community Trust & Investment Co. (CTIC) is an investment management firm headquartered in Pikeville, Kentucky. Formerly known as Trust Co. of Kentucky, the firm is a subsidiary of Community Trust Bancorp, Inc. (NASDAQ: CTBI). CTIC is comprised of two business units, Wealth and Trust Management (WTM) and Community Trust Financial Services (CTFS). WTM offers disciplined investment management that is consistent with client objectives. CTFS is the retail investment and insurance division. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
White Pine Capital LLC
![]() White Pine Capital LLC Investment ManagersFinance White Pine Capital LLC (WPC) is an independent wealth management firm and registered investment advisor headquartered in Golden Valley, Minnesota. The firm was founded in 2000 by Michael Wallace and Dennis Senneseth. WPC provides fee-based discretionary investment advisory services to institutional accounts (corporate, pension and profit-sharing accounts, endowments, foundations and Taft-Hartley (union) plans), family offices and high net worth individuals. | Investment Managers | Analyst-Equity | |
Invesco Capital Markets, Inc.
![]() Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
University of Dayton | College/University | Undergraduate Degree Masters Business Admin | |
Baldwin-Wallace College | College/University | Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Investment Advisers, Inc.
![]() Investment Advisers, Inc. Investment ManagersFinance Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Portfolio Manager-Equities | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin Undergraduate Degree | |
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 | Graduate Degree Masters Business Admin | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Investment Managers | Portfolio Manager-Equities | |
National Financial Services LLC (Trading Arm)
![]() National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal | |
Rice University | College/University | Masters Business Admin | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity | |
SMU-Cox School of Business | College/University | Masters Business Admin | |
Smithsonian National Air & Space Museum
![]() Smithsonian National Air & Space Museum Other Consumer ServicesConsumer Services Smithsonian National Air & Space Museum operates museums. The company was founded in 1976 and is headquartered in Washington, DC. | Other Consumer Services | Director/Board Member | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Graduate Degree | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Leucadia Asset Management LLC
![]() Leucadia Asset Management LLC Investment ManagersFinance Leucadia Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2002 as Jefferies Private Client Advisers LLC. They changed their name to Jefferies Investment Advisers LLC in 2006 and to Leucadia Asset Management LLC in 2021. The firm is a wholly owned subsidiary of Jefferies Financial Group, Inc. (NYSE: JEF). LAM provides advisory services to high net-worth individuals, trusts, estates, foundations, charitable organizations, corporations and other business entities. | Investment Managers | Trading-Equity | |
Central Intelligence Agency (United States)
![]() Central Intelligence Agency (United States) SovereignGovernment Central Intelligence Agency provides national security intelligence to senior police makers. It also offers public affairs, human resources, mission innovation, protocol, congressional affairs, legal issues, information management, and internal oversight. The firm was founded in 1947 and is headquartered in Washington, DC. | Sovereign | Corporate Officer/Principal | |
Star of Hope Mission
![]() Star of Hope Mission Services to the Health IndustryHealth Services Star of Hope Mission operates as non-profit organization. The company was founded on July 1, 1907 and is headquartered in Houston, TX. | Services to the Health Industry | Director/Board Member | |
Asio Capital LLC
![]() Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Investment Managers | Founder | |
New York University | College/University | Undergraduate Degree | |
Greenbacker Renewable Energy Co. LLC
![]() Greenbacker Renewable Energy Co. LLC Alternative Power GenerationUtilities Greenbacker Renewable Energy Co. LLC engages in the acquisition and management of income-generating renewable energy and energy efficiency projects. The company was founded on December 4, 2012 and is headquartered in New York, NY. | Alternative Power Generation | Director of Finance/CFO | |
Constellation Advisers LLC
![]() Constellation Advisers LLC Investment ManagersFinance Constellation Advisers LLC engages in the provision of co-sourced and outsourced investment management and financial services. It serves hedge funds, private equity, private equity real estate, private credit, venture Capital, growth equity, family offices, wealth management firms, pensions, endowments and foundations, broker dealers and investment allocators. The company was founded by Boris Onefater and Greg Farrington in 2008 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer | |
Redwood Enhanced Income Corp.
![]() Redwood Enhanced Income Corp. Investment ManagersFinance Redwood Enhanced Income Corp. invests in distressed credit situations in the US. | Investment Managers | Director/Board Member | |
Geneva College | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 49 |
Italia | 2 |
Sectorial
Finance | 26 |
Consumer Services | 19 |
Commercial Services | 4 |
Government | 2 |
Health Services | 2 |
Operativa
Corporate Officer/Principal | 111 |
Portfolio Manager-Equities | 57 |
Undergraduate Degree | 52 |
Analyst-Equity | 34 |
Masters Business Admin | 23 |
Las relaciones más conectadas
- Bolsa de valores
- Insiders
- Mark Roach
- Conexiones Empresas