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Andrew O'Sullivan
Portfolio Manager-Aktien bei Highland Capital Management LLC
Ursprung des Netzwerks ersten Grades von Andrew O'Sullivan
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Rollins College (Florida)
27
| College/University | Other Consumer Services | 27 |
Highland Capital Management LLC
![]() Highland Capital Management LLC Investment ManagersFinance Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Andrew O'Sullivan
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
FIFTH THIRD BANCORP | Regional Banks | Consultant / Advisor | |
AEON GLOBAL HEALTH CORP. | Medical/Nursing Services | Chairman | |
DePrince, Race & Zollo, Inc.
![]() DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
JMP Securities LLC
![]() JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
JonesTrading Institutional Services LLC
![]() JonesTrading Institutional Services LLC Investment Banks/BrokersFinance JonesTrading Institutional Services LLC (JonesTrading) is a registered broker/dealer headquartered in Thousand Oaks, California. The firm was founded in 1975 and is owned by Jones & Associates, Inc. JonesTrading provides equity block trading services to institutional money managers and hedge funds in North America. They proactively source the liquidity required to execute outsized blocks in domestic and global equities and option listed derivatives, at advantageous prices. The firm offers robust access to both developed and emerging market trading. | Investment Banks/Brokers | Analyst-Equity | |
Mirae Asset Securities (USA), Inc. (Broker)
![]() Mirae Asset Securities (USA), Inc. (Broker) Investment Banks/BrokersFinance Founded in 1992, Daewoo Securities (America), Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Research is provided by their parent company Daewoo Securities Co. Ltd. (SO: 006800) | Investment Banks/Brokers | Director of Research - Equity | |
Cascadia Capital LLC
![]() Cascadia Capital LLC Investment Banks/BrokersFinance Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Northcoast Research Partners LLC
![]() Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity | |
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a SEC-registered investment advisor and wealth management firm headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. The firm, through Pathstone Intermediate Holdings LLC, is a wholly owned subsidiary of Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Portfolio Manager-Equities | |
Vericimetry Advisors LLC
![]() Vericimetry Advisors LLC Investment ManagersFinance Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors. | Investment Managers | Analyst-Equity | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Bayshore Capital Advisors LLC
![]() Bayshore Capital Advisors LLC Investment ManagersFinance Bayshore Capital Advisors LLC (Bayshore) is an independent, SEC-registered investment advisor and multi-family office headquartered in Tampa, Florida. The firm was founded by Tready Smith in 2000. Bayshore creates and maintains investment portfolios for families, pooled vehicles and other clients. | Investment Managers | Analyst-Equity | |
B. Riley Securities, Inc.
![]() B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity | |
Peking University
![]() Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree | |
Bowling Green State University | College/University | Undergraduate Degree | |
City University of New York | College/University | Doctorate Degree | |
George Mason University | College/University | Graduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin Graduate Degree | |
Wright State University (Ohio) | College/University | Masters Business Admin | |
Raymond James Financial Services, Inc.
![]() Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Eaton Vance WaterOak Advisors
![]() Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Bank of America, NA (Charlotte, North Carolina)
![]() Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | 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 | |
Flint Hill School
![]() Flint Hill School Other Consumer ServicesConsumer Services Flint Hill School operates as an independent, coeducational, college-preparatory day school for grades TK-12. The company was founded by Don Niklason in 1956 and is headquartered in Oakton, VA. | Other Consumer Services | Director/Board Member | |
Penta Mezzanine Fund (Private Equity)
![]() Penta Mezzanine Fund (Private Equity) Investment ManagersFinance Penta Mezzanine Fund (Penta Mezzanine) is a private equity firm founded in 2007 by Grant Hill, Seth D. Ellis and Rebecca Irish. The firm is headquartered in Orlando, Florida. | Investment Managers | Private Equity Investor | |
Robert Charles & Lesser Co.
![]() Robert Charles & Lesser Co. Miscellaneous Commercial ServicesCommercial Services Robert Charles & Lesser Co. operates as a real estate developers. The firm offers real estate economics, investment strategy, asset management, and management consulting services. The company was founded By Bob Lesser in 1967 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Crummer Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Metro Health, Inc.
![]() Metro Health, Inc. Medical/Nursing ServicesHealth Services Metro Health, Inc. operates a network of primary care doctors and health professionals. It offers health management services through its hospitals. The firm provides for chronic diseases such as heart disease, stroke, cancer, diabetes, obesity and arthritis. The company was founded in 2010 and is headquartered in Orlando, FL. | Medical/Nursing Services | President | |
MH Geriatrics Management LLC | Chief Executive Officer | ||
CleanCapital Holdings LLC
![]() CleanCapital Holdings LLC Financial ConglomeratesFinance CleanCapital LLC provides financial technology platform solution. Its proprietary technology platform identifies, screens, and manages clean energy projects enabling project owners an opportunity to exit portfolios while providing accredited investors, including institutional investors, family offices, and investment funds, unique access to the clean energy investment market. The company was founded by Jonathan Powers, Thomas Byrne, Marc A. Garrett and Kevin Johnson in 2015 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Kenyon Energy LLC
![]() Kenyon Energy LLC Engineering & ConstructionIndustrial Services Kenyon Energy LLC develops and operates solar energy projects. It provides commercial, industrial, and utility scale solar solutions. The company was founded in 2009 and is headquartered in Safety Harbor, FL. | Engineering & Construction | Corporate Officer/Principal | |
Bay4 Energy Services LLC
![]() Bay4 Energy Services LLC Investment ManagersFinance Bay4 Energy Services LLC provides portfolio of energy services. It offers asset performance management and technical services. The company was founded in 1981 and is headquartered in Safety Harbor, FL. | Investment Managers | Corporate Officer/Principal | |
Surge Private Equity LLC
![]() Surge Private Equity LLC Investment ManagersFinance Surge Private Equity LLC (Surge Private Equity) is a private equity firm founded in 2017. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Green Investment Group Investments Ltd.
![]() Green Investment Group Investments Ltd. Financial ConglomeratesFinance Part of Macquarie Group Ltd., Green Investment Group Investments Ltd. is a specialist green investor committed to measuring the green transition. Founded in 2017, the company is based in Edinburgh, UK. The British company is the first dedicated green finance institution of its type in the world with expertise in green finance. The company is a leader in the development of companies, assets, and technologies that will accelerate the green transition. The company's expert team, focused entirely on accelerating the transition, are green investment specialists. Green Investment Group Investments explores the latest projects and perspectives, including offshore wind, onshore wind, waste-to-energy, solar, and energy efficiency, from across the globe. | Financial Conglomerates | Corporate Officer/Principal | |
venVelo
![]() venVelo Investment ManagersFinance venVelo (venVelo) is a venture capital firm founded in 2011 by Allen H Kupetz and Peter McAlindon. The firm is headquartered in Orlando, Florida. | Investment Managers | Director/Board Member | |
Clean Energy Leadership Institute | Director/Board Member | ||
1858 Capital Partners LLC
![]() 1858 Capital Partners LLC Investment Banks/BrokersFinance 1858 Capital Partners LLC is a boutique M&A advisory firm that specializes in mergers and acquisitions and principal investments. The private company is based in Winter Park, FL, and has subsidiaries in the United States. The company has a focus on the middle market and utilizes its network, internal resources, and the latest technology to attain successful transactions. Unlike traditional investment banks, 1858 was formed with a community banking model in mind. The 1858 team is very selective regarding engagements and looks to limit the number of engagements taken on at any one time so maximum client interfacing is achieved. The company was founded in 2022 by Jay Chaudhari, Michael Skat, Michael Ward, Michael A. Okaty. | Investment Banks/Brokers | Corporate Officer/Principal | |
IRON HORSE ACQUISITIONS CORP. | Financial Conglomerates | Director/Board Member | |
MHT Partners LP
![]() MHT Partners LP Investment Banks/BrokersFinance MHT Partners LP provides mergers and acquisition advisory services. It offers seller advisory, acquisition advisory, corporate finance, and raising capital, and strategic advisory services. The company was founded by Mike McGill, Shawn D. Terry, Patrick Crocker and Craig Lawson in 2001 and is headquartered in Dallas, TX. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arrowmark Partners
![]() Arrowmark Partners Investment ManagersFinance Arrowmark Partners (Arrowmark Partners) is a private equity firm, a subsidiary of Arrowmark Colorado Holdings LLC founded in 2007 by Karen Reidy. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor | |
Rallyday Partners LLC
![]() Rallyday Partners LLC Investment ManagersFinance Rallyday Partners LLC (Rallyday Partners) is a private equity firm founded in 2018 by Mark Hopkins and Travis Conway. The firm headquartered in Denver, Colorado. | Investment Managers | President |
Statistik
International
Vereinigte Staaten | 47 |
Vereinigtes Königreich | 3 |
China | 2 |
Sektoral
Finance | 31 |
Consumer Services | 14 |
Health Services | 3 |
Commercial Services | 2 |
Industrial Services | 2 |
Operativ
Corporate Officer/Principal | 40 |
Undergraduate Degree | 34 |
Director/Board Member | 21 |
Masters Business Admin | 21 |
Portfolio Manager-Equities | 19 |
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