Ursprung des Netzwerks ersten Grades von Bob Herrick
| 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.
155
| Subsidiary | Investment Managers | 155 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bob Herrick
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| FRANKLIN RESOURCES, INC. | Investment Managers | Director/Board Member | |
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 Portfolio Manager-Equities 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 Corporate Officer/Principal | |
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 | Chairman 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 Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Integreon Managed Solutions, Inc.
 Integreon Managed Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Integreon Managed Solutions, Inc. provides legal, business and research support services. The firm serves corporations, professional services and law firms. The company was founded in 1998 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | 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 | |
| Georgetown University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree Undergraduate 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 | Analyst-Equity Chief Executive Officer Director of Research - Equity | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree 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 | Chief Executive Officer Analyst-Equity Market Strategist | |
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 Graduate Degree Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Doctorate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Quinnipiac University | College/University | Undergraduate Degree Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Graduate Degree | |
| North Carolina State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Venturi Investment Partners
 Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
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 | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
KrazyBee Services Pvt. Ltd.
 KrazyBee Services Pvt. Ltd. Miscellaneous Commercial ServicesCommercial Services KrazyBee Services Pvt. The company is based in Bangalore, India. Ltd. is an Indian non-banking financial company registered with RBI. | Miscellaneous Commercial Services | Director/Board Member | |
My Next Season LLC
 My Next Season LLC Miscellaneous Commercial ServicesCommercial Services My Next Season LLC provides management consulting services. The private company is based in Matthews. The American company was founded by Mark D. Linsz. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brainbees Solutions Ltd.
 Brainbees Solutions Ltd. Apparel/Footwear RetailRetail Trade Brainbees Solutions Ltd. engages in the operation of an online portal for mothers’, babies, and kids' products. It operates through the following segments: India Multi-Channel, International, Globalbees Brands, and Others. The India Multi-Channel segment provides online platform, modern stores as well as general trade retail distribution in India, covering both home brand and third-party products. The International segment covers UAE and KSA operations. The Globalbees Brands segment offers products through GlobalBees Brands. The Others segment includes other businesses which are currently not material. The company was founded by Supam Maheshwari and Amitava Saha on May 17, 2010 and is headquartered in Pune, India. | Apparel/Footwear Retail | Director/Board Member | |
Cleartrip Pvt Ltd.
 Cleartrip Pvt Ltd. Internet Software/ServicesTechnology Services Cleartrip Pvt Ltd. provides online travel agency and related services. It offers hotels, flights and train booking services. The firm offers QPX, which is a management system for airfare pricing and shopping. The company was founded by Stuart Crighton and Hrush Bhatt on May 12, 2005 and is headquartered in Mumbai, India. | Internet Software/Services | Director/Board Member | |
Gould Asset Management LLC
 Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Investment Managers | Chief Operating Officer | |
| The Nudge Foundation | Founder | ||
| The V Foundation for Cancer Research | Investment Trusts/Mutual Funds | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 43 |
| Indien | 5 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 27 |
| Finance | 15 |
| Commercial Services | 4 |
| Retail Trade | 2 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 102 |
| Portfolio Manager-Equities | 95 |
| Undergraduate Degree | 87 |
| Director/Board Member | 57 |
| Analyst-Equity | 34 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Thomas Montag | 26 |
| Amit Gupta | 18 |
| Michael Irving Falcon | 15 |
| Arthur Urciuoli | 14 |
| Seth Peck | 14 |
| Chris J. Wolfe | 9 |
| Ashvin Bonafede Chhabra | 9 |
| PikLing Cheung | 9 |
| Stephen R. Cordill | 9 |
| John Thiel | 9 |
| Eric Richard Katzman | 8 |
| Logan Smith Unland | 8 |
| Marty Pinnes | 7 |
| Michael Breitstein | 7 |
| Evan Ladouceur | 7 |
- Börse
- Insiders
- Bob Herrick
- Unternehmensverbindungen
