Ursprung des Netzwerks ersten Grades von Cliff Kalista
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Emerging Growth Equities Ltd.
Emerging Growth Equities Ltd. Investment Banks/BrokersFinance Founded in 1999 by Gregory Berlacher, Emerging Growth Equities Ltd. is a full service investment banking and brokerage firm located in located in King of Prussia, Pennsylvania. The firm focuses on small-cap, emerging technology companies in high growth industries including: medical technology, healthcare services, semiconductor design and engineering, software products and consulting services and special situations. Emerging Growth Equities is a member of the NASD and the SIPC.
17
| Subsidiary | Investment Banks/Brokers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Cliff Kalista
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
DiMark, Inc.
DiMark, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Harte-Hanks, Inc., DiMark, Inc. is a company that provides outsourced marketing and database services. The company is based in Langhorne, PA. DiMark was acquired by Harte-Hanks, Inc. on April 30, 1996 for $155 million. | Miscellaneous Commercial Services | Public Communications Contact | |
Total Research Corp
Total Research Corp Miscellaneous Commercial ServicesCommercial Services Part of The Nielsen Company (US) LLC, Total Research Corp provides marketing research and information. The company is based in Princeton, NJ. Total Research was acquired by Nielsen Consumer Insights, Inc., part of The Nielsen Company (US) LLC from February 04, 2014 on November 02, 2001 for $32.70 million. | Miscellaneous Commercial Services | Director/Board Member | |
C.L. King & Associates, Inc.
C.L. King & Associates, Inc. Investment Banks/BrokersFinance Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies. | Investment Banks/Brokers | Sales & Marketing | |
Windsor Securities, Inc.
Windsor Securities, Inc. Investment ManagersFinance Windsor Securities, Inc. provides investment advice. The private company is based in Ardmore, PA. | Investment Managers | Corporate Officer/Principal | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Analyst-Equity | |
PetFoodDirect, Inc.
PetFoodDirect, Inc. Specialty StoresRetail Trade PetFoodDirect.com provides online retail services for pet foods and accessories. It manufactures canned and dry pet food for dogs, puppies, cats, kittens, birds, rabbits, ferrets, guinea pigs, hamsters, fish, and other domestic animals. The company was founded by Jon Roska in 1997 and is headquartered in Harleysville, PA. | Specialty Stores | Director/Board Member | |
The Benchmark Co. LLC
The Benchmark Co. LLC Investment Banks/BrokersFinance Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp. | Investment Banks/Brokers | Analyst-Equity | |
AUTO PARTS 4LESS GROUP, INC. | Specialty Stores | Director of Finance/CFO | |
PM-Legacy Oy
PM-Legacy Oy Telecommunications EquipmentElectronic Technology PM-Legacy Oy provides radio frequency filtering solutions. Its products include integrated and stand-alone antenna, base transceiver stations, broadcasting, and security filters. The company was founded in 2009 is headquartered in Helsinki, Finland. | Telecommunications Equipment | Director/Board Member | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Philadelphia Brokerage Corp.
Philadelphia Brokerage Corp. Investment Banks/BrokersFinance Founded in 1989, Philadelphia Brokerage Corp. is an independent broker/dealer headquartered in Radnor, Pennsylvania. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | 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 | |
Covenant Partners LLC
Covenant Partners LLC Investment ManagersFinance Founded in 1997, Covenant Partners LLC is a registered investment advisor located in Nashville, Tennessee. | Investment Managers | Founder | |
Neidiger Tucker Bruner, Inc.
Neidiger Tucker Bruner, Inc. Investment Banks/BrokersFinance Established in 1977, Neidiger Tucker Bruner, Inc. (NTB) is a Denver-based brokerage and investment banking firm. NTB offers range of investment banking services include raising capital through the underwriting of Initial public offerings, secondary offerings and private placements. Primary department services include obtaining capital necessary to finance emerging growth and middle-market company's clients on a continuing basis. The corporate finance department seeks to tailor client needs, objectives and financial requirements to appropriate capitalization methods. NTB makes an underwriting commitment when the corporate finance department identifies a company which demonstrates growth potential, has experienced management and a financing can be structured which is equitable and attractive to both the company and investors. The firm is a member of FINRA and SPIC. | Investment Banks/Brokers | Director of Research - Equity | |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Director of Research - Equity Institutional Sales Trading-Equity | |
Moskowitz Capital Management Corp.
Moskowitz Capital Management Corp. Investment ManagersFinance Founded by Brian Moskowitz in 2003, Moskowitz Capital Management Corp. is a mortgage fund management company located in Toronto. | Investment Managers | Corporate Officer/Principal | |
Stony Brook University | College/University | Undergraduate Degree | |
Hofstra University | College/University | Masters Business Admin | |
LaSalle University | College/University | Undergraduate Degree | |
U.S. House of Representatives | General Government | Corporate Officer/Principal | |
Tufts University | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
Dickinson Law School | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
University of Georgia | College/University | Undergraduate Degree | |
Purdue University | College/University | Graduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
GVC Capital LLC
GVC Capital LLC Regional BanksFinance Founded in 1995 by Steven Bathgate, GVC Capital LLC, formerly Bathgate Capital Partners LLC, is an investment banking firm and broker/dealer located Greenwood Village, Colorado. The firm focuses primarily on providing comprehensive investment banking services to underexposed and undervalued micro-cap companies. GVC Capital's brokerage services include retail investment sales, institutional equity and fixed-income securities. The firm is a member of FINRA and the SIPC. GVC Capital seeks to provide their retail clients with greater exposure to institutional investors as efficient means to raising capital in the form of institutional private placement financings and a variety of other investment products including municipal bonds, government securities, mutual funds, annuities, options and equities. The firm also offers accredited investors periodic opportunities to participate in private placements (Regulation D) and IPOs for select emerging growth companies. GVC Capital's accounts are maintained and cleared by First Southwest Company. The firm's fixed-income group seeks to provide their clients with best execution. They provide independent advisory services and research focusing on a diverse universe of fixed-income securities including corporate, government and municipal bonds, convertible and mortgage-backed securities and preferred stocks. GVC Capital's equity trading group focuses on efficient trade execution of micro-cap companies and identifying and creating liquidity in illiquid markets. | Regional Banks | Director of Research - Equity | |
Williams College | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 45 |
Finnland | 2 |
Kanada | 2 |
Sektoral
Finance | 28 |
Consumer Services | 13 |
Commercial Services | 3 |
Retail Trade | 3 |
Electronic Technology | 2 |
Operativ
Corporate Officer/Principal | 22 |
Analyst-Equity | 20 |
Undergraduate Degree | 10 |
Director of Research - Equity | 6 |
Portfolio Manager-Equities | 5 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Cliff Kalista
- Unternehmensverbindungen