![Gregory Sousa](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Gregory Sousa
Corporate Officer/Principal bei ORANGE COUNTY BANCORP, INC.
Vermögen: 316 145 $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von Gregory Sousa
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
State University of New York at Binghamton
73
| College/University | Other Consumer Services | 73 |
Orange Bank & Trust Co.
![]() Orange Bank & Trust Co. Regional BanksFinance Part of Orange County Bancorp, Inc., Orange Bank & Trust Co. is a premier financial institution in the Hudson Valley that focuses on commercial lending, business banking, and wealth management services. The company is based in Middletown, NY, and Michael J. Gilfeather has been the CEO of the company since 2014. The company has grown to more than $1.90 billion in total assets through conservative banking practices, ongoing innovation, and an unwavering commitment to its community and business clientele. Orange Bank & Trust has added branches in Orange and Westchester counties, and Hudson Valley Investment Advisors, Inc. is a registered investment advisor in Goshen, NY.
26
| Subsidiary | Regional Banks | 26 |
Public Company | Regional Banks | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Gregory Sousa
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
New York University | College/University | Masters Business Admin Graduate Degree Masters Business Admin Doctorate Degree Graduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin 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 | Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Market Strategist | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Federal Reserve Bank of New York | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Pace Law School | College/University | Graduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Watershed Asset Management LLC
![]() Watershed Asset Management LLC Investment ManagersFinance Founded in 2002 by Meridee Moore, Watershed Asset Management LLC is a registered investment and hedge fund manager located in San Francisco, California. The firm manages capital for a variety of institutional and private investors. The firm offers investment advisory services to a limited number of private fund clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin Doctorate Degree | |
Orange County Community College | College/University | Undergraduate Degree Undergraduate 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 Analyst-Fixed Income | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity | |
New York State Society of Certified Public Accountants
![]() New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Yale University | College/University | Masters Business Admin Masters Business Admin | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Wedbush Securities, Inc.
![]() Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity | |
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 | Director of Research - Equity Analyst-Equity | |
Marist College | College/University | Undergraduate Degree Masters Business Admin | |
Pace University | College/University | Masters Business Admin Masters Business Admin | |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Emory University | College/University | Masters Business Admin Graduate Degree | |
Orange County Partnership
![]() Orange County Partnership General GovernmentGovernment Orange County Partnership operates as an economic development agency. The firm works with commercial real estate brokers, developers, site selection firms and regional and statewide economic development agencies to find the locations for corporate attractions and expansions. The company is headquartered in Goshen, NY. | General Government | Chairman Director/Board Member | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Maxim Group, Inc.
![]() Maxim Group, Inc. Wholesale DistributorsDistribution Services Part of G Fried Flooring America, Maxim Group, Inc. is a company that provides floor covering products. The company is based in Kennesaw, GA. The company was founded by Richard A. Kaplan. | Wholesale Distributors | Corporate Officer/Principal | |
Corrum Capital Management LLC
![]() Corrum Capital Management LLC Investment ManagersFinance Corrum Capital Management LLC (Corrum Capital) is an independent private equity firm founded in 2013 by Jason Cipriani and Jonathan Mandle. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor | |
Sterling Stamos Private Equity
![]() Sterling Stamos Private Equity Investment ManagersFinance Sterling Stamos Private Equity (Stamos Capital) is a private equity firm subsidiary of Stamos Capital Partners LP founded in 2002. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Graduate Degree | |
APG Asset Management US, Inc.
![]() APG Asset Management US, Inc. Investment ManagersFinance APG Asset Management US, Inc. (APG US) is a SEC-registered investment advisor and pension fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of APG Asset Management NV (APG NL), ultimately held by Stichting Pensioenfonds ABP, the pension fund for Dutch government employees and other civil service employees. APG US provides investment advisory services to ABP and other Dutch pension funds directly and/or through the Dutch pension funds’ participation in various “fondsen voor gemene rekening” (funds for the joint account of the participants and referred to herein as, “FGRs”) sponsored and controlled by APG NL. | Investment Managers | Analyst-Fixed Income | |
Yale University Endowment
![]() Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous Since 1975, the Yale Corporation Investment Committee has been responsible for oversight of the Yale University Endowment. They are located in New Haven, Connecticut | Investment Trusts/Mutual Funds | Analyst-Equity | |
Grove Street Advisors LLC
![]() Grove Street Advisors LLC Investment ManagersFinance Grove Street Advisors LLC (Grove Street Advisors) is a private equity and venture capital firm founded in 1998 by Clinton P. Harris, Dave B. Mazza and Catherine A. Crockett. The firm is headquartered in Newton, Massachusetts. | Investment Managers | Private Equity Investor | |
The Wallace Foundation
![]() The Wallace Foundation Investment Trusts/Mutual FundsMiscellaneous The Wallace Foundation supports education in the United States. It provides investments to advance student achievement by improving the quality of education leadership. The Wallace Foundation supports projects at the state and district levels to improve the quality of education leaders and the conditions within which they work and it publishes the knowledge from these investments and the research it commissions to inform policy and practice nationally. Wallace Foundation was founded in 1922 and is located in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
John G. Ullman & Associates, Inc.
![]() John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Investment Managers | Analyst-Equity | |
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Moore Capital Management LP
![]() Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Investment Managers | Analyst-Equity | |
Ceres Tactical Systematic LP
![]() Ceres Tactical Systematic LP Investment Banks/BrokersFinance Tactical Diversified Futures Fund LP engages in the speculative trading of commodities. The company was founded on December 3, 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | Director of Finance/CFO | |
Ceres Managed Futures LLC
![]() Ceres Managed Futures LLC Investment ManagersFinance Part of Morgan Stanley, Ceres Managed Futures LLC is a company that provides investment advisory and management services. The company is based in New York, NY. | Investment Managers | Comptroller/Controller/Auditor | |
Citigroup Alternative Investments LLC
![]() Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 50 |
Südafrika | 2 |
Sektoral
Finance | 31 |
Consumer Services | 13 |
Commercial Services | 4 |
Government | 3 |
Miscellaneous | 3 |
Operativ
Corporate Officer/Principal | 132 |
Director/Board Member | 121 |
Undergraduate Degree | 91 |
Analyst-Equity | 52 |
Director of Finance/CFO | 36 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Jak Knowles | 24 |
Adam Weinstein | 22 |
Dave Zilberman | 20 |
Stephen J. Pilatzke | 19 |
Michael Lesler | 17 |
Vladimir Efros | 15 |
Michael Gilfeather | 14 |
Gus Scacco | 12 |
Robert Mendola | 10 |
Richard Rowley | 10 |
Alice Lonero | 10 |
Kevin Keane | 9 |
Gregory Holcombe | 9 |
Paul McDermott | 9 |
Michael Cohn | 9 |
- Börse
- Insiders
- Gregory Sousa
- Unternehmensverbindungen