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Ursprung des Netzwerks ersten Grades von Jorge Alberto Martinez
Einheit | Art der Einheit | Industrie | |
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American University
52
| College/University | Other Consumer Services | 52 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jorge Alberto Martinez
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Voya Investments LLC
![]() Voya Investments LLC Investment ManagersFinance Voya Investments LLC (VIL) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The predecessor of VIL began business as an investment adviser in 1994. In 2001, the name of the investment adviser changed from Pilgrim Investments, Inc. to ING Pilgrim Investments LLC. They became ING Investments LLC in 2002 and Voya Investments LLC in 2014. The firm is a wholly-owned subsidiary of Voya Funds Services LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). VIL serves as an investment adviser for certain open- and closed-end registered investment companies and to certain Cayman Islands-based CLOs. | Investment Managers | Portfolio Manager-Equities | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
Washington Analysis LLC
![]() Washington Analysis LLC Investment ManagersFinance Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications). | Investment Managers | Analyst-Equity | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Albright Stonebridge Group LLC
![]() Albright Stonebridge Group LLC Miscellaneous Commercial ServicesCommercial Services Albright Stonebridge Group engages in the provision of risk management services. It offers growth strategies, positioning, and strategic communications. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Private Equity Investor | |
Simplex Trading LLC
![]() Simplex Trading LLC Investment Banks/BrokersFinance Part of Mishkin, Anderson & Gray Securities LLC, Simplex Trading LLC is a leading, technology-driven, proprietary trading firm and one of the top market makers in equity options today. The company is based in Chicago, IL. Simplex Trading works with the most advanced technology and software in the market, and focuses on innovation, automation and data-driven analysis to remain at the forefront of the market. Simplex Trading’s technology team transforms the strategies conceived by our traders into efficient, scalable code. Founded in 2004, Erik Theodore Swanson has been the CEO of the company since 2012. | Investment Banks/Brokers | Chief Executive Officer | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree | |
Steben & Co. LLC
![]() Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Investment Managers | Portfolio Manager-Equities | |
George Washington University | College/University | Undergraduate Degree Graduate Degree | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
![]() BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
BankPlus (Wealth Management)
![]() BankPlus (Wealth Management) Investment ManagersFinance BankPlus (Wealth Management) (BPWM) is the wealth management division of BankPlus, a community bank headquartered in Jackson, Mississippi. They are ultimately owned by BancPlus Corp. BPWM was founded in 1909 and provides discretionary and non-discretionary investment management services to individuals, family groups, corporations, foundations, and endowments. | Investment Managers | Corporate Officer/Principal | |
ITWorx, Inc.
![]() ITWorx, Inc. Packaged SoftwareTechnology Services ITWorx, Inc. provides software professional services. It offers portals, business intelligence, SOA and application development outsourcing services. It serves financial service firms, educational institutions, telecommunication operators and ISVs in North America, Europe and the Middle East. The company was founded in 1994 by Youssri Helmy and Wael Amin and is headquartered in East Berlin, CT. | Packaged Software | Director/Board Member | |
Trustmark National Bank
![]() Trustmark National Bank Major BanksFinance Trustmark Corporation, with $9.6 billion in assets, is a diversified financial services company. They provide banking, wealth management and insurance solutions through their subsidiaries, including Trustmark National Bank, Trustmark Investment Advisors, and Fisher Brown Bottrell Insurance, Inc. With locations in Florida, Mississippi, Tennessee and Texas, Trustmark strives to achieve outstanding customer satisfaction by understanding their customers’ businesses & needs and providing appropriate financial solutions. | Major Banks | Corporate Officer/Principal | |
Silver Lake Europe LLP | Investment Managers | Private Equity Investor | |
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 | Corporate Officer/Principal | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
Capstone LLC (Broker)
![]() Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy. | Investment Managers | Analyst-Equity | |
University College London | College/University | Graduate Degree | |
Venture Capital Bank BSC
![]() Venture Capital Bank BSC Investment ManagersFinance Venture Capital Bank BSC (Venture Capital Bank) is a private equity & venture capital firm founded in 2005. The firm is headquartered in Manama, Bahrain. | Investment Managers | Director/Board Member | |
National Securities Corp. (Broker)
![]() National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Investment Banks/Brokers | Analyst-Equity | |
RiverNorth Capital Management LLC
![]() RiverNorth Capital Management LLC Investment ManagersFinance RiverNorth Capital Management LLC (RiverNorth) is a SEC-registered investment advisor headquartered in West Palm Beach, Florida. The firm was founded by Brian H. Schmucker in 2000 and is a wholly owned subsidiary of RiverNorth Financial Holdings LLC, which is majority owned by RiverNorth Holding Co. RiverNorth serves as an institutional investment manager to registered funds, private funds and separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Emirates International Investment Co. LLC
![]() Emirates International Investment Co. LLC Investment ManagersFinance Emirates International Investment Co LLC (Emirates International Investment Co) is a private equity/venture capital subsidiary of National Holding LLC founded in 1999. The firm is headquartered in Abu Dhabi, United Arab Emirates. | Investment Managers | Private Equity Investor | |
Fortigent LLC
![]() Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Investment Managers | Corporate Officer/Principal | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
Vilcap Advisory LLC
![]() Vilcap Advisory LLC Investment ManagersFinance Vilcap Advisory LLC (Vilcap Advisory) is a venture capital firm subsidiary of Vilcap Inc founded in 2009 by Victoria Elouise Fram and Ross E Baird. The firm is headquartered in Washington, DC. | Investment Managers | Director of Finance/CFO | |
UNION PROPERTIES | Real Estate Development | Director/Board Member | |
MIT Solve
![]() MIT Solve Investment ManagersFinance MIT Solve (MIT Solve) is a venture capital firm. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Private Equity Investor | |
Forum Mondial de L'Economie
![]() Forum Mondial de L'Economie Miscellaneous Commercial ServicesCommercial Services Forum Mondial de L'Economie engages in the foremost political, business and cultural organizations to shape global, regional and industry agendas. The company was founded by Klaus Schwab in 1971 and is headquartered in Cologny, Switzerland. | Miscellaneous Commercial Services | Director/Board Member | |
American University of Beirut | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 37 |
Vereinigtes Königreich | 4 |
Vereinigte Arabische Emirate | 3 |
Bahrain | 2 |
Schweiz | 2 |
Sektoral
Finance | 32 |
Consumer Services | 11 |
Commercial Services | 3 |
Technology Services | 2 |
Operativ
Undergraduate Degree | 48 |
Corporate Officer/Principal | 46 |
Director/Board Member | 30 |
Analyst-Equity | 24 |
Graduate Degree | 24 |
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