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Origen de la red de primer grado Max Liss.
Entidad | Tipo de entidad | Industria | |
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University of Florida
83
| College/University | Other Consumer Services | 83 |
AJ Wealth Strategies LLC
![]() AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s).
3
| Subsidiary | Investment Managers | 3 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Max Liss a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Private Equity Analyst | |
GARTNER, INC. | Internet Software/Services | Private Equity Investor | |
Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Sales & Marketing 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 | Analyst-Equity | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Private Equity Analyst | |
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 Analyst-Equity | |
Genesis Capital LLC
![]() Genesis Capital LLC Financial ConglomeratesFinance Genesis Capital LLC provides investment and merchant banking services. Its services include sell side and buy side mergers and acquisitions, financial advisory, restructuring, and capital raising. The company was founded by Jonathan David Goldman and Jeremy Alexander Ellis in 2002 and is headquartered in Atlanta, GA. | Financial Conglomerates | Private Equity Analyst | |
Xhale, Inc.
![]() Xhale, Inc. Medical SpecialtiesHealth Technology Xhale, Inc. operates as a medical technology company. It develops and commercializes patient-centric monitoring solutions for the healthcare industry. The firm specializes in biotechnology, medical devices, clinical trials monitoring, and breath diagnostics. The company was founded by Richard J. Melker and Donn M. Dennis in 2005 and is headquartered in Gainesville, FL. | Medical Specialties | Director/Board Member | |
Intercam Securities, Inc.
![]() Intercam Securities, Inc. Investment Banks/BrokersFinance Intercam Securities, Inc. is a broker/dealer headquartered in Miami, Florida. The firm was founded in 2007 and is a subsidiary of Intercam Holdings, Inc., which is owned by Grupo Intercam SV de CV. They provide securities broking services through Pershing LLC. | Investment Banks/Brokers | Economist | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Evercore Group LLC
![]() Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Private Equity Analyst Analyst-Equity Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
Trivest Partners LP
![]() Trivest Partners LP Investment ManagersFinance Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Warrington College of Business Administration | College/University | Undergraduate Degree Graduate Degree | |
Point72 Asset Management LP
![]() Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | |
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-Fixed Income Corporate Officer/Principal | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Graduate Degree | |
Citi Ventures, Inc.
![]() Citi Ventures, Inc. Investment ManagersFinance Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Georgia Institute of Technology | College/University | Graduate Degree | |
Weill Cornell Medical College | College/University | Doctorate Degree | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
Palladium Equity Partners Advisor LLC
![]() Palladium Equity Partners Advisor LLC Investment ManagersFinance Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Dcode Capital LLC
![]() Dcode Capital LLC Investment ManagersFinance DCode Capital LLC (DCode Capital) is a venture capital firm founded by Meagan Metzer in 2019. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Analyst | |
Vanderbilt University | College/University | Graduate Degree | |
Gongqingcheng Yuansheng Investment Management Co. Ltd.
![]() Gongqingcheng Yuansheng Investment Management Co. Ltd. Investment ManagersFinance Gongqingcheng Yuansheng Investment Management Co. Ltd. is a Chinese private equity and venture capital firm. It is founded by Richard Peng and Kurt Xu, and focuses on growth stage Internet companies in China and USA. | Investment Managers | Private Equity Analyst | |
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 | |
Sierra Ventures Management LLC
![]() Sierra Ventures Management LLC Investment ManagersFinance Sierra Ventures, Inc (Sierra Ventures) is a venture capital firm founded in 1982 by Peter Wendell. The firm is headquartered in San Mateo, California. | Investment Managers | Private Equity Investor | |
HealthEdge Investment Partners, LLC
![]() HealthEdge Investment Partners, LLC Investment ManagersFinance HealthEdge Investment Partners, LLC (HealthEdge Investment Partners) is a private equity firm founded in 2005 by Harold S. Blue and Phillip Dingle. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor | |
Newlight Partners LP
![]() Newlight Partners LP Investment ManagersFinance Newlight Partners LP (Newlight Partners) is a private equity firm founded in 2018. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Innosphere Advisors, Inc /Venture Capital/
![]() Innosphere Advisors, Inc /Venture Capital/ Investment ManagersFinance Innosphere Advisors Inc (Innosphere Ventures) is a venture capital firm founded in 1998. The firm is headquartered in Fort Collins, Colorado. | Investment Managers | Private Equity Investor | |
Hill River Capital, Inc.
![]() Hill River Capital, Inc. Investment ManagersFinance Hill River Capital, Inc. (Hill River Capital) is a private equity subsidiary of Raymond James Financial, Inc. founded in 1997. The firm is headquartered in St. Petersburg, Florida. | Investment Managers | Private Equity Analyst | |
Millennium Management LLC
![]() Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity | |
Pine Island Capital Partners LLC
![]() Pine Island Capital Partners LLC Investment ManagersFinance Pine Island Capital Partners LLC (Pine Island Capital) is a private equity firm founded in 2017 by Clyde C. Tuggle, Philip Cooper and John Thain. The firm is headquartered in Fort Lauderdale, Florida. | Investment Managers | Private Equity Analyst | |
Mangrove Equity Partners LP
![]() Mangrove Equity Partners LP Investment ManagersFinance Mangrove Equity Partners LP (Mangrove Equity Partners) is a private equity firm founded in 2006 by Matt Young and Hunter Reichert. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor | |
Elon University | College/University | Undergraduate Degree | |
ICORECONNECT INC. | Packaged Software | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 40 |
Japón | 2 |
China | 2 |
Sectorial
Finance | 30 |
Consumer Services | 9 |
Technology Services | 3 |
Health Technology | 2 |
Commercial Services | 2 |
Operativa
Undergraduate Degree | 80 |
Analyst-Equity | 48 |
Graduate Degree | 43 |
Director/Board Member | 33 |
Corporate Officer/Principal | 30 |
Las relaciones más conectadas
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Mark Gold | 16 |
Luis de la Aguilera | 10 |
Daniel R. Sheehan | 10 |
Rahul Patel | 8 |
John Pasqual | 6 |
Nick Sands | 5 |
Kristin M Melocik | 5 |
Kelsey Teaf | 5 |
Philip Coover | 5 |
Ian Dawley | 5 |
Todd Goldberg | 5 |
Bradley Andersen | 4 |
Dylan Nugent | 4 |
Jonathan Schonfeld | 4 |
Josh Hamrick | 4 |
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