Michael James Henley
Director Ejecutivo en Brandywine Oak Private Wealth LLC .
Origen de la red de primer grado Michael James Henley.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
85
| Subsidiary | Investment Managers | 85 |
Brandywine Oak Private Wealth LLC
 Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families.
2
| Private Company | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Michael James Henley a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
Dodge & Cox
 Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Investment Managers | Analyst-Equity | |
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 Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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 Private Equity Investor | |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Graduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Analyst-Equity | |
| Stanford University | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Graduate Degree Undergraduate Degree | |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate 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 | Director/Board Member Masters Business Admin | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate 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 | Corporate Officer/Principal Analyst-Equity | |
| Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin | |
SYKON CAPITAL LLC
 SYKON CAPITAL LLC Investment ManagersFinance SYKON Capital LLC provides investment advice. The private company is based in Harrison, NY. The company was founded in 2023 by Stephen Michael Ruvituso. Stephen Michael Ruvituso has been the CEO since 2023. | Investment Managers | President Chief Operating Officer | |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Portfolio Manager-Equities 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 Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Graduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Flair Airlines Ltd.
 Flair Airlines Ltd. Internet Software/ServicesTechnology Services Flair Airlines Ltd. provides charter air-transportation services. Its services include group travel, schedule, charter flight, flight alerts, my trip, super sale, check reservation and flight status. The company was founded by Jim Rogers in 2005 and is headquartered in Kelowna, Canada. | Internet Software/Services | Director/Board Member | |
Global Sports Rights Management
 Global Sports Rights Management Movies/EntertainmentConsumer Services Global Sports Rights Management operates as a sports analytics firm. It specializes in sports rights distribution, sports marketing, digital solutions, sponsorship, direct to consumer, OTT distribution, innovation, sports media and advertising. The company was founded by Hernan Donnari and Matias Rivera Larrain in 2019 and is headquartered in Argentina. | Movies/Entertainment | Director/Board Member | |
ML Healthcare Services LLC
 ML Healthcare Services LLC Miscellaneous Commercial ServicesCommercial Services ML Healthcare Services LLC provides online legal services for injured clients. It specializes in personal injury, healthcare services, medical services and surgical services. The company was founded by Michael Sciacchetano and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
Fanatiz, Inc.
 Fanatiz, Inc. Internet Software/ServicesTechnology Services Part of Fanatiz SpA, Fanatiz, Inc. is a sports streaming platform that allows users to watch live soccer games and sports such as Copa Libertadores, Liga Profesional de Argentina, Brasileirao, Ligue 1, and more. Users can access the platform on various devices including web, Apple TV, Roku, Fire TV, Android, and iOS. Fanatiz offers a wide range of high-value channels for sports fans. | Internet Software/Services | Director/Board Member | |
| Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
FZ Sports LLC
 FZ Sports LLC Internet Software/ServicesTechnology Services FZ Sports LLC is an American company that aims to create the leading platform for sports content and sports rights. The company's goal is to provide a space for people to enjoy, engage with, and monetize sports content. The company was founded by Matias Rivera, Raul Rivera, and David Belmar, with Matias Rivera serving as CEO since incorporation. | Internet Software/Services | Director of Finance/CFO | |
The Value Alliance Co.
 The Value Alliance Co. Miscellaneous Commercial ServicesCommercial Services The Value Alliance Co. provides advisory services to directors and executives. The private company is based in Westerville, OH. The CEO of the company is Eleanor Bloxham. | Miscellaneous Commercial Services | Director/Board Member | |
Arcano Capital SGIIC SA
 Arcano Capital SGIIC SA Investment ManagersFinance Arcano Capital SGIIC SA is the investment management subsidiary of Arcano Asesores Financieros SL in Spain. Headquartered in Madrid, the firm was founded in 2006 and provides fund management services for insurance companies, corporate and public pension funds, financial institutions, government agencies and high-net worth individuals. Arcano Capital is a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Chief Executive Officer | |
| Suffolk University | College/University | Undergraduate Degree | |
Eurovest Asset Management Ltda.
 Eurovest Asset Management Ltda. Investment ManagersFinance Founded in 2008, Eurovest Asset Management Ltda. The company is based in São Paulo, Brazil. is a specialist in investments and financial business. | Investment Managers | Compliance Officer | |
Arcano Capital SGIIC SA /Private Equity/
 Arcano Capital SGIIC SA /Private Equity/ Investment ManagersFinance Arcano Capital SGIIC SA (Arcano Capital) is the Madrid-based subsidiary of Arcano Asesores Financieros SL in Spain. Established in 2006, Arcano Capital is a private equity firm which provides fund management services for insurance companies, corporate and public pension funds, financial institutions, government agencies and high net-worth individuals. The firm has additional offices in New York and Barcelona. | Investment Managers | Private Equity Investor | |
Santander Investment Securities, Inc.
 Santander Investment Securities, Inc. Investment Banks/BrokersFinance Santander Investment Securities, Inc. is an SEC-registered broker/dealer located in New York City. The firm was formerly known as Santander Central Hispano Investment Securities. They are a subsidiary of Santander Investment I SA and their ultimate parent is Banco Santander (NYSE: SAN). Santander Investment Securities offers a full array of investment services with a particular focus on Latin American companies in various sectors. | Investment Banks/Brokers | Analyst-Fixed Income | |
Air Black Box Co. Ltd.
 Air Black Box Co. Ltd. Other Consumer ServicesConsumer Services Air Black Box Co. Ltd. provides travel technologies. The company was founded by Timothy O-Neil-Dunne and Paul Addy in 2012 and is headquartered in Manchester, the United Kingdom. | Other Consumer Services | Director/Board Member |
Estadísticas
Internacional
| Estados Unidos | 41 |
| Reino Unido | 3 |
| España | 3 |
| Canadá | 2 |
| Argentina | 2 |
Sectorial
| Consumer Services | 23 |
| Finance | 21 |
| Technology Services | 4 |
| Commercial Services | 3 |
Operativa
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 73 |
| Director/Board Member | 72 |
| Portfolio Manager-Equities | 49 |
| Analyst-Equity | 44 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Thomas Montag | 26 |
| Amit Gupta | 18 |
| Juan Arciniegas | 16 |
| Michael Irving Falcon | 15 |
| Seth Peck | 14 |
| Chris J. Wolfe | 9 |
| Ashvin Bonafede Chhabra | 9 |
| Stephen R. Cordill | 9 |
| Bradley Ward Sussman | 9 |
| Darik C. Afshani | 9 |
| John Thiel | 9 |
| Lyndsay Kerwin | 8 |
| Robert Lane | 8 |
| Francis Shih | 8 |
| Logan Smith Unland | 8 |
- Bolsa de valores
- Insiders
- Michael James Henley
- Conexiones Empresas
