Max Eichner
Analyst-Equity en YHB Investment Advisors, Inc. .
Origen de la red de primer grado Max Eichner.
Entidad | Tipo de entidad | Industria | |
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YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. Investment ManagersFinance YHB Investment Advisors, Inc. (YHB) is a SEC-registered investment advisor headquartered in West Hartford, Connecticut. The firm was founded by Paul Martel in 1989. YHB offers client-centric investment management services for individuals, families, institutions, and nonprofit organizations.
13
| Private Company | Investment Managers | 13 |
University of Illinois
11
| College/University | Other Consumer Services | 11 |
Trinity College (Connecticut)
9
| College/University | Other Consumer Services | 9 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Max Eichner a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree | |
The Hartford Steam Boiler Inspection & Insurance Co.
The Hartford Steam Boiler Inspection & Insurance Co. Life/Health InsuranceFinance The Hartford Steam Boiler Inspection & Insurance Co. provides insurance services. It offers inspection and engineering services to business and industry. The company was founded on June 30, 1866 and is headquartered in Hartford, CT. | Life/Health Insurance | Corporate Officer/Principal | |
General Atlantic LLC
General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Public Communications Contact | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
BCP Securities LLC
BCP Securities LLC Investment Banks/BrokersFinance Founded in 1989, BCP Securities LLC is a fully licensed U.S. investment bank that offers a select range of high-quality investment banking services, with a focus on emerging markets. The firm is registered with the SEC, FINRA, the Accounting and Corporate Regulatory Authority (ACRA) of Singapore, and the Comisión Nacional del Mercado de Valores (CNMV) of Spain. BCP provides fixed-income research on Latin American and Eastern European Markets. The macroeconomic research includes medium- and long-term forecasting of foreign exchange and economic activity. They provide in-depth credit analysis and coverage of corporate issuers. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Analyst-Equity | |
TD Securities (USA) LLC
TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
First Analysis Securities Corp.
First Analysis Securities Corp. Investment Banks/BrokersFinance First Analysis Securities Corp. (FAS) is a research-driven investment organization headquartered in Chicago, Illinois and was founded in 1981. The firm is a subsidiary of First Analysis Corp. FAS serves emerging growth companies with private equity/venture capital investments, corporations with corporate finance and merger and acquisition services, and financial institutions with the public equity research and private equity limited partnerships. | Investment Banks/Brokers | Analyst-Equity | |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Connecticut | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Times Square Capital Management, Inc.
Times Square Capital Management, Inc. Financial ConglomeratesFinance Part of The Cigna Group, CIGNA Investment Management Corp. is a company that provides investment services. The company is based in Bloomfield, CT. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Western New England University | College/University | Undergraduate Degree Undergraduate Degree | |
Healing the Children | Corporate Officer/Principal President | ||
Central Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Investment Managers | Portfolio Manager-Equities | |
Lazard
Lazard Investment ManagersFinance Lazard is a private company that provides financial advisory and asset management services. The company is based in New York, NY. The company was founded in 1848 by Alexandre Lazard. The CEO is Kenneth Marc Jacobs. | Investment Managers | Private Equity Analyst | |
Bain Capital Credit LP
Bain Capital Credit LP Investment ManagersFinance Bain Capital Credit LP is a SEC-registered investment advisor and global credit specialist headquartered in Boston, Massachusetts. The firm was founded by Jonathan Lavine in 1998 and was formerly known as Sankaty Advisors LP. They are a wholly owned subsidiary of Bain Capital LP, owned by Bain Capital Holdings LP. Bain Capital Credit provides investment advisory services across a diverse range of credit strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
Iventure Accelerator
Iventure Accelerator Investment ManagersFinance iVenture Accelerator is a venture capital firm founded in 2015 by Steve Miller and Bruce Barron. The firm is headquartered in Champaign, Illinois. | Investment Managers | Consultant / Advisor | |
Performance Equity Management LLC
Performance Equity Management LLC Investment ManagersFinance Performance Equity Management LLC (Performance Equity Management) is a private equity and venture capital subsidiary of Performance Equity Associates LLC founded in 2005. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Serent Capital Management Co. LLC
Serent Capital Management Co. LLC Investment ManagersFinance Serent Capital Management Co. LLC (Serent Capital Management) is a private equity firm founded in 2008 by David Kennedy and Kevin Frick. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Georgetown University | College/University | Graduate Degree | |
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 | |
Arlington Capital Management, Inc.
Arlington Capital Management, Inc. Investment ManagersFinance Arlington Capital Management, Inc. is a wealth management company that has been helping successful families achieve financial security and prosperity for over 22 years. The private company is based in Arlington Heights, IL. The company's process helps clients navigate and understand the connections between all areas of their financial life. The company was founded in 2000 by Joseph Frank LoPresti, who has been the CEO since 2000. | Investment Managers | Analyst-Equity | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
East China University of Science & Technology | College/University | Undergraduate Degree | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
JPMorgan Fleming Asset Management (USA), Inc.
JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Investment Managers | Corporate Officer/Principal | |
Ropes & Gray LLP
Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BAIN CAPITAL SPECIALTY FINANCE, INC. | Financial Conglomerates | Chairman | |
Harvard Law School | College/University | Graduate Degree | |
Boston Public Library Foundation
Boston Public Library Foundation Investment Trusts/Mutual FundsMiscellaneous The Boston Public Library Foundation is an organization that supports the Boston Public Library. The private company is based in Boston, MA. The foundation provides information about library events, classes, and services, and allows users to search the catalog for books, movies, music, and more. | Investment Trusts/Mutual Funds | Chairman | |
Dana Hall Schools
Dana Hall Schools Other Consumer ServicesConsumer Services Dana Hall Schools operates as an independent boarding and day school. The company was founded in 1981 and is headquartered in Wellesley, MA. | Other Consumer Services | Director/Board Member | |
Buckingham Browne & Nichols School
Buckingham Browne & Nichols School Other Consumer ServicesConsumer Services Buckingham Browne & Nichols School provides education services. The company is headquartered in Cambridge, MA. | Other Consumer Services | Director/Board Member | |
Bain Capital Private Credit
Bain Capital Private Credit Investment Trusts/Mutual FundsMiscellaneous Bain Capital Private Credit is a closed-end and non-diversified management investment company. It focuses on lending to middle market companies. The company was founded on December 21, 2021 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman | |
Brigham Young University | College/University | Undergraduate Degree | |
Arthur Anderson & Co. | Corporate Officer/Principal | ||
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 45 |
Brasil | 2 |
China | 2 |
Sectorial
Finance | 30 |
Consumer Services | 12 |
Commercial Services | 3 |
Miscellaneous | 3 |
Operativa
Undergraduate Degree | 32 |
Corporate Officer/Principal | 23 |
Analyst-Equity | 18 |
Portfolio Manager-Equities | 13 |
Chairman | 5 |
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