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Brian Cooper Smith
Corporate Officer/Principal bei Firstrust Financial Resources LLC
Ursprung des Netzwerks ersten Grades von Brian Cooper Smith
Einheit | Art der Einheit | Industrie | |
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Firstrust Financial Resources LLC
![]() Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans.
17
| Subsidiary | Investment Managers | 17 |
Shippensburg University of Pennsylvania
12
| College/University | Other Consumer Services | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brian Cooper Smith
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Van Eck Associates Corp.
![]() Van Eck Associates Corp. Investment ManagersFinance Van Eck Associates Corp. (VanEck) is an independent, SEC-registered investment advisor and mutual fund management firm founded in 1955 by John van Eck to manage an international equity fund. In 1968, the firm began offering investments in gold shares and other hard assets. Headquartered in New York City, VanEck provides investment advisory services to registered investment companies and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Trading-Equity | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
Cowen Investment Management LLC
![]() Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
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 | |
Aegis Capital Corp.
![]() Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Analyst-Equity | |
Anadys Pharmaceuticals, Inc.
![]() Anadys Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Anadys Pharmaceuticals, Inc. develops and manufactures novel small molecule medicines. It engages in developing novel medicines in the areas of hepatitis C and oncology. The firm develops ANA598, a direct-acting antiviral for the treatment of hepatitis C. The company was founded by Stelios B. Papadopoulos and Kleanthis G. Xanthopoulos in 1992 and is headquartered in Little Falls, NJ. | Pharmaceuticals: Major | Director of Finance/CFO | |
First Command Financial Services, Inc.
![]() First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Investment Managers | Corporate Officer/Principal | |
MetLife Investment Management LLC
![]() MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Investment Managers | Trading-Fixed Income | |
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 | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
University of Pittsburgh | College/University | Undergraduate Degree Graduate Degree | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Drexel University | College/University | Masters Business Admin | |
Dechert LLP (United Kingdom)
![]() Dechert LLP (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Part of Dechert LLP, Dechert LLP (United Kingdom) is a British company that has built a platform with a singular focus on delivering the highest-quality advice that is actionable, commercial, and delivered efficiently. The company, founded in 1972, is based in London, UK. The company's description emphasizes their commitment to providing top-notch advice and lists contact information for recruiting, media relations, pro bono cases, and diversity. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
JFS Wealth Advisors LLC
![]() JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Investment Managers | Investment Committee Member | |
Ithaca College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Graduate Degree | |
Lancaster Mennonite Hospital
![]() Lancaster Mennonite Hospital Medical/Nursing ServicesHealth Services Lancaster Mennonite Hospital provides mental and behavioral healthcare services. It offers a range of services for children, adolescents, adults and older adults. The company was founded on May 7, 1952 and is headquartered in Mount Gretna, PA. | Medical/Nursing Services | Director of Finance/CFO | |
Columbia Business School | College/University | Masters Business Admin | |
WebFX, Inc.
![]() WebFX, Inc. Advertising/Marketing ServicesCommercial Services WebFX, Inc. provides Internet marketing services which specializes in responsive web design and inbound marketing. Its service areas include Internet marketing, social media engagement, online media buying, content marketing strategies, website copywriting, banner design, web video production, conversion design, content management systems, website optimizer consulting, text message marketing, shopping feeds and coupons, and mobile applications development. The firm also offers services to the commercial business, community development, legal, healthcare, heavy equipment, industrial, and government-related sectors. The company was founded in 1997 by William S. Craig, Jr. and Karie Shear and is headquartered in Harrisburg, PA. | Advertising/Marketing Services | Chief Executive Officer | |
LEIDOS HOLDINGS, INC. | Aerospace & Defense | Corporate Officer/Principal | |
Starboard Value LP
![]() Starboard Value LP Investment ManagersFinance Starboard Value LP is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey Smith and Peter Feld in 2011 when Ramius LLC's activist value and opportunity business was spun-off as an independent firm. Ramius LLC maintains a significant minority interest in the firm. They are a subsidiary of Starboard Principal Co. LP. Starboard Value provides discretionary investment management services to private investment funds and offshore investment funds that are offered to investors on a private placement basis. | Investment Managers | Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Masters Business Admin | |
State Street Advisors, Inc.
![]() State Street Advisors, Inc. Investment ManagersFinance Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX. | Investment Managers | Corporate Officer/Principal | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
JD Financial Services, Inc. (Pennsylvania)
![]() JD Financial Services, Inc. (Pennsylvania) Investment ManagersFinance JD Financial Services, Inc., do-business-as Diamond Wealth Advisors (DWA), is a private wealth management firm headquartered in Carlisle, Pennsylvania. The firm was founded by James “Jim” DeGaetano in 2010. DWA offers investment advisory services to individuals, high net-worth individuals, trusts and estates. | Investment Managers | Chief Executive Officer | |
East Stroudsburg University of Pennsylvania | College/University | Undergraduate Degree | |
Connecticut College | College/University | Undergraduate Degree | |
Philadelphia University | College/University | Undergraduate Degree | |
PFM Asset Management LLC
![]() PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Investment Managers | Analyst-Fixed Income | |
CONTINEUM THERAPEUTICS, INC. | Biotechnology | Director of Finance/CFO | |
Gettysburg College | College/University | Undergraduate Degree | |
The American College of Financial Services | College/University | Graduate Degree | |
Seton Hall University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Brandeis University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Masters Business Admin | |
Robert H. Smith School of Business | College/University | Undergraduate Degree | |
Widener University | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 43 |
Vereinigtes Königreich | 2 |
Frankreich | 2 |
Sektoral
Consumer Services | 20 |
Finance | 18 |
Health Technology | 4 |
Commercial Services | 4 |
Health Services | 2 |
Operativ
Undergraduate Degree | 26 |
Corporate Officer/Principal | 14 |
Portfolio Manager-Equities | 11 |
Analyst-Equity | 6 |
Masters Business Admin | 6 |
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