Ursprung des Netzwerks ersten Grades von Frank DiLorenzo
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Singular Research
Singular Research Investment ManagersFinance Singular Research is an independent research firm headquartered in Calabasas, California. Founded in 2004, the firm provides research on micro and small-cap companies, particularly those that are emerging, undervalued, and undercovered.
35
| Private Company | Investment Managers | 35 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Frank DiLorenzo
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
RAYTHEON | Aerospace & Defense | Corporate Officer/Principal | |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Investment Managers | Analyst-Equity | |
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 | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
Dresdner Kleinwort Wasserstein-Grantchester, Inc.
Dresdner Kleinwort Wasserstein-Grantchester, Inc. Investment Banks/BrokersFinance Founded in 2000, Dresdner Kleinwort Wasserstein-Grantchester, Inc. is a security broker dealer that is part of Commerzbank AG. The company is based in Los Angeles, CA. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
Divine Capital Markets LLC
Divine Capital Markets LLC Investment Banks/BrokersFinance Founded in 2001, Divine Capital Markets LLC is an independent, woman-owned full-service brokerage firm headquartered in New York City. The firm's clients include institutional fund managers, pension plan administrators, corporate treasurers, and accredited high net-worth individuals. Divine Capital Markets looks at relevant macroeconomic, industry and security fundamental and technical analysis and leveraged alternatives (convertible bonds, preferreds and covered calls) to provide long-term investment strategies. Their research philosophy is based on analyzing business cycles. The firm also focuses on emerging markets with a particular focus on Brazil, Russia, India and China. Divine Capital Markets is a member of the NASD and the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Monarch Financial Corp. of America
Monarch Financial Corp. of America Investment Banks/BrokersFinance Founded in 1988, Monarch Financial Corp. of America is a full-service, registered, broker/dealer located in New York City. The firm is a member of the National Association of Securities Dealers, the Security Investors Protection Corporation and the Municipal Securities Rulemaking Board. They are a correspondent firm of First Clearing LLC, a subsidiary of Wachovia Corp. (NYSE: WB). Monarch Financial Corp. firm provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
MML Investors Services LLC
MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Investment Managers | Corporate Officer/Principal | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity | |
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 | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | |
Thompson Davis & Co., Inc.
Thompson Davis & Co., Inc. Investment Banks/BrokersFinance Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate. | Investment Banks/Brokers | Director of Research - Equity | |
Valuation Research Corp.
Valuation Research Corp. Miscellaneous Commercial ServicesCommercial Services Valuation Research Corp. provides financial advisory services. The firm’s services include alternative assets, fairness & solvency opinions, financial reporting, tax, compliance and planning. The company was founded in 1975 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Financial Relations Board
Financial Relations Board Miscellaneous Commercial ServicesCommercial Services Part of Interpublic Group of Cos., Inc., Financial Relations Board provides investor relations and financial communications services. The company is based in Chicago, IL. The CEO of the company is Michael W. Kempner. Financial Relations Board was acquired by True North Communications, Inc. (Old) on February 04, 1999 for $33 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Mphasis Corp.
Mphasis Corp. Information Technology ServicesTechnology Services MphasiS Corp. provides IT and BPO services. It offers financial services, logistics and technology verticals, spans across architecture, application development & integration, application management and business process outsourcing, including the operation of large-scale customer contact canters. The firm specializes in multi-channel solutions, which optimize sales and service processes from a cost and quality perspective. The company was founded by Jaithirth Rao, Jeroen Rao and Jeroen Tas in 1998 and is headquartered in New York, NY. | Information Technology Services | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Accountability Research Corp.
Accountability Research Corp. Investment ManagersFinance Accountability Research Corp. is an investment research firm located in Toronto, Ontario. The firm specializes in providing institutional investors and professional investment advisors with in-depth, unbiased research that focuses on valuation fundamentals and earnings quality issues. They seek to provide reports and ideas that are not available from any other source. This includes research on under-covered and out-of-favor companies, as well as in-depth analyses of earnings quality issues that impact valuation. The majority of their investment recommendations and target prices are based on adjusted free cash flows with value-oriented, longer-term horizons. | Investment Managers | Analyst-Equity | |
Brock University | College/University | Undergraduate Degree | |
Chapman University | College/University | Undergraduate Degree | |
Claremont McKenna College | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
University of Scranton | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Indian Institute of Management Bangalore | College/University | Masters Business Admin | |
University of Calicut | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
Pepperdine Graziadio Business School | College/University | Masters Business Admin | |
Macquarie Capital Ltd.
Macquarie Capital Ltd. Investment Banks/BrokersFinance Macquarie Capital Ltd. is the Hong Kong-based securities brokerage arm of Macquarie Group Ltd. (ASX: MQG), a global financial services group headquartered in Australia. Macquarie Capital offers brokerage services to various investors. | Investment Banks/Brokers | Analyst-Equity | |
Hogeschool-Universiteit Brussel | College/University | Corporate Officer/Principal | |
Economic Development Corp.
Economic Development Corp. Financial ConglomeratesFinance Economic Development Corp. provides financial and investment services. The private company is based in Trenton, NJ. The CEO of the company is Katrina Smith. | Financial Conglomerates | Corporate Officer/Principal | |
Niagara University | College/University | Masters Business Admin | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
Granite Investment Partners LLC
Granite Investment Partners LLC Investment ManagersFinance Granite Investment Partners LLC (Granite) is an independent, SEC-registered investment advisor and wealth management firm headquartered in El Segundo, California. Granite was founded in 2009 and offers investment advisory services to institutional clients which include employee benefit plans, foundations, endowment, government entities and private funds well as high-net-worth individuals. | Investment Managers | Analyst-Equity | |
University of Pune | College/University | Undergraduate Degree | |
Management CV, Inc.
Management CV, Inc. Investment ManagersFinance Management CV, Inc. is a research firm located in Bethesda, Maryland, founded in 2007. The firm provides clear, unbiased information about the CEOs and other senior executives that run major public companies. Clients include equity investors and commercial lenders. Their research centers on the executives' prior track records, current performance relative to direct competitors in the industry and diligence on any important issues that might affect executive performance and motivation. They do not select stocks or predict stock market movement. They do analyze relative performance versus industry competitors. | Investment Managers | Analyst-Equity | |
Kalamazoo College | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 39 |
Indien | 4 |
Kanada | 3 |
Hong Kong | 2 |
Belgien | 2 |
Sektoral
Finance | 23 |
Consumer Services | 19 |
Commercial Services | 4 |
Technology Services | 3 |
Electronic Technology | 2 |
Operativ
Analyst-Equity | 56 |
Corporate Officer/Principal | 30 |
Undergraduate Degree | 17 |
Masters Business Admin | 13 |
Founder | 6 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Frank DiLorenzo
- Unternehmensverbindungen