James P. Hua
Chief Investment Officer bei Sheppard Wealth Management LLC
Ursprung des Netzwerks ersten Grades von James P. Hua
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Extinct | Life/Health Insurance | 19 | |
Sheppard Wealth Management LLC
1
| Private Company | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James P. Hua
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Enhance Financial Services Group, Inc.
 Enhance Financial Services Group, Inc. Specialty InsuranceFinance Part of Radian Group Inc., Enhance Financial Services Group, Inc. is a company that reinsures financial guarantees of municipal and asset-backed debt obligations. The company is based in New York, NY. The company was founded by Daniel Gross, Allan R. Tessler. Enhance Financial Services Group was acquired by Radian Group Inc. on February 28, 2001 for $529.58 million. | Specialty Insurance | Director/Board Member | |
| MEXICO EQUITY & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman | |
| THE SWISS HELVETIA FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member | |
AirNet Systems, Inc.
 AirNet Systems, Inc. Air Freight/CouriersTransportation AirNet Systems, Inc. provides transportation solutions for scheduled and on-demand cargo charter services. It is engaged in provision of express cargo charter services and small package shipping services. The firm provides cargo charter, scheduled package delivery, airnet express, and aircraft maintenance and also offers services which include scheduled and demand charters and coast to coast delivery. The company was founded in 1974 and is headquartered in Columbus, OH. | Air Freight/Couriers | Director/Board Member Director/Board Member | |
Brantley Capital Corp.
 Brantley Capital Corp. Investment ManagersFinance Brantley Capital Corp., a business development company, provides equity and long-term debt financing to small and medium-sized private companies located in the US. In addition, it invests a portion of its assets in post-venture small-cap public companies. It also makes investments between $1 and $5 million. | Investment Managers | Director/Board Member Director/Board Member Chairman | |
| HERCULES OFFSHORE, INC. | Contract Drilling | Corporate Officer/Principal | |
Boyar Asset Management, Inc.
 Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | Investment Managers | Corporate Officer/Principal | |
Hutchinson Capital Management
 Hutchinson Capital Management Investment ManagersFinance Hutchinson Capital Management Corp. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by William “Bill” Hutchinson in 1995. HCM provides investment management services and personalized advice for individual, family, trust, retirement plan, and charitable organization clients. | Investment Managers | Analyst-Equity | |
Blackboard, Inc.
 Blackboard, Inc. Packaged SoftwareTechnology Services Blackboard, Inc. provides software applications and related services to the education industry. The firm offers recruitment, student success, and consulting services. Its services are utilized by academic institutions around the globe, including colleges, and universities. The company was founded by Michael L. Chasen, Daniel E. Cane, Stephen Gilfus and Matthew L. Pittinsky in 1997 and is headquartered in Reston, VA. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
RBO & Co. LLC
 RBO & Co. LLC Investment ManagersFinance RBO & Co. LLC (RBO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Saint Helena, California. The firm was founded in 1980 by Reginald B. Oliver. RBO provides investment advice to individuals, family offices, and institutions. | Investment Managers | Corporate Officer/Principal | |
| SPECIAL OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member President Chairman | |
Mark Boyar & Co., Inc.
 Mark Boyar & Co., Inc. Investment Banks/BrokersFinance Mark Boyar & Co., Inc. is a private company based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| MVC CAPITAL, INC. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
| MAGNACHIP SEMICONDUCTOR CORPORATION | Semiconductors | Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Bulldog Investors General Partnership | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Crossroads Capital, Inc.
 Crossroads Capital, Inc. Investment ManagersFinance Crossroads Capital, Inc. is a managed, non-diversified, closed-end management investment company. It has an objective of focusing on preserve capital and maximize stockholder value by pursuing the sale of our portfolio investments, limiting expenses and deploying surplus cash as appropriate, including into yielding investments to offset, in part, operating expenses. The company was founded on May 9, 2008 and is headquartered in Lincoln, NE. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
| BROOKFIELD DTLA FUND OFFICE TRUST INVESTOR INC. | Real Estate Investment Trusts | Director/Board Member Director/Board Member | |
Special Opportunities Global Fund, Inc.
 Special Opportunities Global Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Special Opportunities Global Fund, Inc. operates as a closed-end investment fund and investment trust. The company was founded on November 5, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member President Chairman | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal | |
McDermott Will & Emery LLP
 McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services McDermott Will & Emery LLP provides legal services. The company's practices include corporate, employee benefits, health law, intellectual property, private clients, regulation and government affairs, tax, and trial. The company was founded in 1934 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Polaris Geothermal, Inc.
 Polaris Geothermal, Inc. Electric UtilitiesUtilities Polaris Geothermal, Inc. engages in acquiring, exploring and developing geothermal properties. The company was founded on December 18, 2003 and is headquartered in Toronto, Canada. | Electric Utilities | Director/Board Member | |
Warburg Pincus & Company US LLC
 Warburg Pincus & Company US LLC Investment ManagersFinance Warburg Pincus & Company US LLC engages in the provision of investment services. The company is headquartered in New York, NY. | Investment Managers | President | |
| New York University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| ALTO INGREDIENTS, INC. | Chemicals: Specialty | Director/Board Member | |
The Tokarz Group Advisers LLC
 The Tokarz Group Advisers LLC Investment ManagersFinance The Tokarz Group Advisers LLC (Tokarz Group Advisers) is a private equity firm founded in 2006 by Michael Theodore Tokarz. The firm is headquartered in Purchase, New York. | Investment Managers | Director/Board Member Director/Board Member | |
Illinois Venture Capital Association
 Illinois Venture Capital Association Miscellaneous Commercial ServicesCommercial Services Illinois Venture Capital Association engages in providing services such as education, networking, industry events, roundtable discussions and government lobbying. The company is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
| HIGH INCOME SECURITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President Chairman | |
| A.B. Freeman School of Business | College/University | Undergraduate Degree | |
Bulldog Investors LLP
 Bulldog Investors LLP Investment ManagersFinance Bulldog Investors LLP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Saddle Brook, New Jersey. The firm was co-founded by Phillip Goldstein and Steve Samuels in 1992 as Brooklyn Capital Management LLC. Bulldog Investors offers its event-driven, opportunistic style of investing to individuals and wealth managers through separately managed accounts (SMAs). | Investment Managers | Portfolio Manager-Equities Founder | |
Candlewood Investment Group LP
 Candlewood Investment Group LP Investment ManagersFinance Candlewood Investment Group LP (Candlewood) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Rye, New York. The firm was formed founded by Michael Lau and Indra Chandra in 2010 as the result of a spin-off from Credit Suisse Group AG. Candlewood provides investment management services to private pooled investment vehicles (Candlewood Funds) that are offered to investors on a private placement basis. | Investment Managers | Analyst-Equity | |
Bulldog Holdings LLC
 Bulldog Holdings LLC Packaged SoftwareTechnology Services Part of Accel Entertainment, Inc., Bulldog Holdings LLC operates as a holding company. The company is based in Colchester, VT. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal | |
Greenwood Asset Portfolio LLC
 Greenwood Asset Portfolio LLC Financial ConglomeratesFinance Part of Emergent Capital, Inc., Greenwood Asset Portfolio LLC provides premium finance for individual life insurance policies and structured settlements. The CEO of the American company is Antony T. Mitchell. | Financial Conglomerates | Chief Executive Officer | |
DRB Financial Solutions LLC
 DRB Financial Solutions LLC Investment Trusts/Mutual FundsMiscellaneous DRB Financial Solutions LLC provides annuity payments and other types of contractual cash flows purchasing. It offers liquidity to individuals and businesses in need of cash who have guaranteed or life contingent structured settlements, annuities and pending personal injury claims. The company is headquartered in Delray Beach, FL. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| Hamilton Capital Group LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
| Jackson Square Advisors LLC | Founder | ||
| READY CAPITAL CORPORATION | Real Estate Investment Trusts | Director/Board Member | |
Brennan Asset Management
 Brennan Asset Management Investment ManagersFinance Part of Allworth Financial Group LP, Brennan Asset Management is a company headquartered in Redding, CA. The firm provides wealth management and advisory services. Allworth Financial LP acquired Brennan Asset Management on January 31, 2024. | Investment Managers | Corporate Officer/Principal | |
Keycon Power Holdings LLC
 Keycon Power Holdings LLC Financial ConglomeratesFinance Keycon Power Holdings LLC is an investment holding American company. Gilbert E. Nathan has been the CEO of the private company since 2018. | Financial Conglomerates | Chief Executive Officer | |
| Crossroads Liquidating Trust | Director/Board Member Director/Board Member Director/Board Member |
Statistik
International
| Vereinigte Staaten | 48 |
| Kanada | 3 |
| Südkorea | 2 |
Sektoral
| Finance | 26 |
| Miscellaneous | 9 |
| Consumer Services | 4 |
| Commercial Services | 4 |
| Technology Services | 3 |
Operativ
| Director/Board Member | 109 |
| Corporate Officer/Principal | 59 |
| Independent Dir/Board Member | 41 |
| President | 19 |
| Chief Executive Officer | 18 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Gerald Hellerman | 31 |
| Robert Knapp | 27 |
| Phillip Goldstein | 24 |
| Jim Chadwick | 20 |
| Andrew Dakos | 18 |
| Tony Mitchell | 16 |
| Gil Nathan | 13 |
| Harvey Z. Werblowsky | 12 |
| Joseph E. Sarachek | 12 |
| Patrick Thomas Brennan | 11 |
| James Wolf | 10 |
| Roy Patterson | 9 |
| Matt Houk | 9 |
| Patrick J. Curry | 7 |
| John Swanson | 7 |
- Börse
- Insiders
- James P. Hua
- Unternehmensverbindungen
