Barry Owens Barlow
Vorstandsvorsitzender bei Barlow Wealth Partners LLC
Ursprung des Netzwerks ersten Grades von Barry Owens Barlow
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
139
| Subsidiary | Investment Managers | 139 |
Washington & Lee University
54
| College/University | Other Consumer Services | 54 |
Barlow Wealth Partners LLC
 Barlow Wealth Partners LLC Investment ManagersFinance Barlow Wealth Partners LLC provides investment advice. The private company is based in Louisville, KY. The company was founded in 2023 by Barry Owens Barlow. Barry Owens Barlow has been the CEO since 2023.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Barry Owens Barlow
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
Andean American Gold Corp.
 Andean American Gold Corp. Precious MetalsNon-Energy Minerals Andean American Gold Corp. explores and develops gold & copper properties. It is an international mining and exploration company focused on advanced stage gold and copper opportunities that has concentrated its operations and exploration activities in Peru. The company was founded on January 14, 1981 and is headquartered in Oakville, Canada. | Precious Metals | Corporate Officer/Principal | |
| ROSS RIVER MINERALS INC. | Precious Metals | Corporate Officer/Principal | |
| GREEN BATTERY MINERALS INC. | Other Metals/Minerals | 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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| TRANSFORMA RESOURCES CORPORATION | Other Metals/Minerals | Director/Board Member | |
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 | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Analyst-Equity Chief Executive Officer | |
| University of Virginia | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| Alabama State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| Virginia Association of Community Banks | Director/Board Member Director/Board Member | ||
| University of Pennsylvania | 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 | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree | |
SCS Engineers, Inc.
 SCS Engineers, Inc. Engineering & ConstructionIndustrial Services SCS Engineers, Inc. provides engineering, construction, long term operations, and maintenance services. It is an environmental consulting and contracting firm serving public and private clients across the nation and around the world. The firm specializes in the assessment, design, permitting, construction, operation and maintenance, and monitoring of sustainable environmental solutions and facilities. It offers waste management and environmental services. SCS Engineers was founded by Robert P. Stearns, Tom E. Conrad, and Curt J. Schmidt in 1970 and is headquartered in Long Beach, CA. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
| University of Florida | College/University | Undergraduate Degree Graduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
| Association of Professional Engineers & Geoscientists of BC | Corporate Officer/Principal Corporate Officer/Principal | ||
| McGill University | College/University | Graduate Degree Graduate Degree | |
NYU Langone Hospitals
 NYU Langone Hospitals Hospital/Nursing ManagementHealth Services NYU Langone Hospitals provides health care services. It offers wide array of specialties, including cardiac and vascular care, cancer, inpatient and outpatient musculoskeletal care—including orthopedics, rheumatology, and rehabilitation—and a host of specialty children’s services. The company is headquartered in New York, NY. | Hospital/Nursing Management | Director/Board Member | |
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 | Chief Executive Officer | |
| The Japan Society | Director/Board Member | ||
NYU Langone Health
 NYU Langone Health Packaged SoftwareTechnology Services NYU Elaine A. & Kenneth G. Langone Medical Center provides health care services. It offers treatments for bone, joint, and muscle disorders; brain and nervous system disorders cancers, tumors and blood disorders; genetic and chromosomal disorders and immune system disorders. The company was founded in 1841 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Mervin Manufacturing, Inc.
 Mervin Manufacturing, Inc. Recreational ProductsConsumer Durables Mervin Manufacturing, Inc. designs and manufactures snowboarding products. Its products include Lib technologies, GNU snowboards and bindings and ROXY snowboards. The company was founded by Mike Olson and Pete Saari in 1977 and is headquartered in Seattle, WA. | Recreational Products | Director/Board Member | |
DaKine, Inc.
 DaKine, Inc. Wholesale DistributorsDistribution Services DaKine, Inc. manufactures and sells outdoor sporting gears. It offers products for wakeboarding, windsurfing, snowboarding, and biking. The company is headquartered in Hood River, OR. | Wholesale Distributors | Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| LUCKY MINERALS INC. | Precious Metals | Corporate Officer/Principal | |
Stanford Institute for Economic Policy Research
 Stanford Institute for Economic Policy Research Miscellaneous Commercial ServicesCommercial Services Stanford Institute for Economic Policy Research is a nonpartisan economic research institution housed at Stanford University. The company was founded in 1982 by George Shultz and is headquartered in Stanford, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| LUPAKA GOLD CORP. | Precious Metals | Corporate Officer/Principal | |
Nomura Corporate Research & Asset Management, Inc.
 Nomura Corporate Research & Asset Management, Inc. Investment ManagersFinance Nomura Corporate Research & Asset Management, Inc. (NCRAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1991 as a subsidiary of Nomura Holding America, Inc., itself a subsidiary of Nomura Holding, Inc. (TYO: 8604, NYSE: NMR) in Japan. NCRAM provides both discretionary and non-discretionary investment management services to institutional investors in the US and globally. | Investment Managers | Investment Committee Member | |
Chadbourne & Parke LLP
 Chadbourne & Parke LLP Miscellaneous Commercial ServicesCommercial Services Chadbourne & Parke LLP engages in the provision of legal services. It provides counsel to areas such as antitrust and trade regulations, employment, intellectual property, leasing, litigation, pro bono, real estate, and tax. The company was founded in 1902 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The White House | General Government | Corporate Officer/Principal | |
| John F. Kennedy School | College/University | Graduate Degree | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Corporate Officer/Principal | |
Octagon Credit Investors LLC
 Octagon Credit Investors LLC Investment ManagersFinance Octagon Credit Investors LLC (Octagon) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Andrew Gordon, James Ferguson and Joyce Delucca in 1994 as a business unit of Chemical Bank a (predecessor of JPMorgan Chase & Co.) to create an asset management capability for below investment grade debt investments. They were incorporated in 1998 and separated from The Chase Manhattan Corp. in 1999. In 2016, the firm was acquired by Conning & Co., which is ultimately owned by Cathay Financial Holding Co., Ltd. (TPE: 2882) in Taiwan. Octagon manages CLOs, separately managed accounts, private funds, and registered Funds. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 38 |
| Kanada | 10 |
| Vereinigtes Königreich | 3 |
Sektoral
| Consumer Services | 17 |
| Finance | 13 |
| Non-Energy Minerals | 8 |
| Commercial Services | 4 |
| Technology Services | 3 |
Operativ
| Corporate Officer/Principal | 138 |
| Director/Board Member | 125 |
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 71 |
| Chief Executive Officer | 36 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Thomas Montag | 26 |
| Bob Forlenza | 23 |
| Chip Mahan | 22 |
| William Webster | 22 |
| Ellis L. Gutshall | 17 |
| Michael Irving Falcon | 15 |
| Mike Luttig | 14 |
| Murray T. Holland | 13 |
| William E. Pritchard | 13 |
| Victor Jaramillo | 11 |
| Mitch Wynne | 11 |
| Ashvin Bonafede Chhabra | 9 |
| Douglas F. Jenkins | 9 |
| Chris J. Wolfe | 9 |
| John Thiel | 9 |
- Börse
- Insiders
- Barry Owens Barlow
- Unternehmensverbindungen
