Josh Joffe
Director of Investments bei Revolve Wealth Partners LLC
Ursprung des Netzwerks ersten Grades von Josh Joffe
Einheit | Art der Einheit | Industrie | |
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The Leonard N Stern School of Business
262
| College/University | Other Consumer Services | 262 |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.
12
| Subsidiary | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Josh Joffe
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Director/Board Member | |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Fixed Income 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 Analyst-Equity | |
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 Comptroller/Controller/Auditor | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal 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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
The Hong Kong University of Science & Technology | College/University | Graduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
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 Economist Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Undergraduate Degree Graduate 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 | |
University of Michigan | College/University | Undergraduate Degree Graduate Degree | |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Instinet LLC
Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
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 | Undergraduate 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 | Corporate Officer/Principal Corporate Officer/Principal | |
NB Alternatives Advisers LLC
NB Alternatives Advisers LLC Investment ManagersFinance NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Trium Global Emba | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Corporate Officer/Principal Undergraduate Degree | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
SOPHOS GROUP PLC | Packaged Software | Director/Board Member | |
SAILPOINT TECHNOLOGIES HOLDINGS, INC. | Information Technology Services | Director/Board Member | |
SFW Capital Partners LP
SFW Capital Partners LP Investment ManagersFinance SFW Capital Partners LP (SFW Capital Partners) is a private equity firm founded in 2007 by Thomas P. Salice, Roger C. Freeman, David Webb and Norman Wells. The firm Is headquartered in Rye, New York. | Investment Managers | Private Equity Investor | |
Sannova Analytical, Inc.
Sannova Analytical, Inc. Miscellaneous Commercial ServicesCommercial Services Sannova Analytical, Inc. is a contract research organization that provides bioanalytical and chemistry manufacturing and controls testing services to biopharmaceutical and biotech companies for both small and large molecules. The company is based in Somerset, NJ and was founded in 2006 by Venkat Reddy, Geeta Vidiyala, and Malleswar Kollu. Sannova is known for its consistently low variability data, quick turnaround times, and over 300 validated methods. The company has completed over 1,200 clinical trials and has maintained an impeccable inspection record with the FDA and its sponsors. Sannova is considered a trusted and quality-focused partner in drug development by customers with a strong track record of regulatory compliance. Jason Apter has been the CEO of the company since 2022. | Miscellaneous Commercial Services | Director/Board Member | |
Veracode, Inc.
Veracode, Inc. Packaged SoftwareTechnology Services Veracode, Inc. engages in the provision of software security solutions. The firm offers greenlight, static analysis, software composition analysis, dynamic analysis, application security platform, developer training, and vendor application security testing. Its services include application security consulting, technical support, manual penetration testing, developer training, security program management, third-party security, and veracode services packages. The company was founded by Christopher Wysopal, Jeffrey Lyle Fagnan, Matthew P. Moynahan, Christien Rioux and Michael Pittenger in 2006 and is headquartered in Burlington, MA. | Packaged Software | Director/Board Member | |
Long Pond Capital LP
Long Pond Capital LP Investment ManagersFinance Long Pond Capital LP (Long Pond) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded in 2010 by John Khoury. Long Pond serves as an investment manager and provides discretionary investment advisory services to several affiliated pooled investment vehicles. | Investment Managers | Analyst-Equity | |
NORTHERN MINERALS LIMITED | Other Metals/Minerals | Director/Board Member | |
University of Leeds | College/University | Graduate Degree | |
ZIXIN GROUP HOLDINGS LIMITED | Home Furnishings | Director/Board Member | |
DigiCert, Inc.
DigiCert, Inc. Packaged SoftwareTechnology Services DigiCert, Inc. provides enterprise-grade secure sockets layer, internet of things, and public key infrastructure (PKI) solutions for identity and encryption. It supports TLS and other digital certificates for PKI deployments at any scale through its certificate lifecycle management solution CertCentral. The company was founded by Ken Bretschneider and Chuck West in 2003 and is headquartered in Lehi, UT. | Packaged Software | Private Equity Investor | |
Angeles University Foundation | College/University | Undergraduate Degree | |
Thoma Bravo LP
Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
AviadoBio Ltd.
AviadoBio Ltd. BiotechnologyHealth Technology AviadoBio Ltd. is a gene therapy company based in London, UK. AviadoBio's technology is based on pioneering research from King's College London and the UK Dementia Research Institute. The British company's mission is to develop and deliver transformative gene therapies for neurodegenerative disorders, including frontotemporal dementia (FTD) and amyotrophic lateral sclerosis (ALS). The company is developing AVB-101 for patients with FTD-GRN. AviadoBio's investors include New Enterprise Associates (NEA), Monograph Capital, Advent Life Sciences, EQT Lifesciences, Dementia Discovery Fund (DDF), F-Prime Capital, Johnson & Johnson Innovation – JJDC, Inc. (JJDC), and LifeArc. The company was founded by Youn Bok Lee, Do Young Lee, Chris E. Shaw, and Lisa Deschamps has been the CEO of the company since 2021. | Biotechnology | Chief Executive Officer | |
Brown University | College/University | Undergraduate Degree | |
Freedom Mortgage Corp.
Freedom Mortgage Corp. Finance/Rental/LeasingFinance Freedom Mortgage Corp. is engaged in providing mortgage services. It offers VA, FHA, USDA loans. The company was founded by Stanley C. Middlemam in 1990 and is headquartered in Mount Laurel, NJ. | Finance/Rental/Leasing | Private Equity Investor | |
SLR Capital Partners LLC
SLR Capital Partners LLC Investment ManagersFinance SLR Capital Partners LLC (SLR Capital Partners) is a private equity firm founded in 2007. The firm is headquartered in New York City and is formerly known as Solar Capital Partners LLC. | Investment Managers | Private Equity Investor | |
JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor | |
Antares Capital LP
Antares Capital LP Investment ManagersFinance Antares Capital LP is a private debt financing solutions provider for middle-market, private equity-backed transactions. Antares has subsidiaries in the United States and the Cayman Islands. The company's responsible investment strategy incorporates material environmental, social, and governance (ESG) factors to enhance returns. With over $55 billion of capital under management and administration, Antares has one of the largest and longest-tenured portfolios in the market, spanning a diverse range of industries. The company was founded in 1996 and is headquartered in Chicago, IL. The CEO of Antares is Timothy G. Lyne. | Investment Managers | Private Equity Investor |
Statistik
International
Vereinigte Staaten | 36 |
Vereinigtes Königreich | 6 |
Singapur | 3 |
Hong Kong | 2 |
Australien | 2 |
Sektoral
Finance | 23 |
Consumer Services | 15 |
Technology Services | 5 |
Commercial Services | 3 |
Non-Energy Minerals | 2 |
Operativ
Director/Board Member | 119 |
Undergraduate Degree | 97 |
Corporate Officer/Principal | 89 |
Private Equity Investor | 72 |
Analyst-Equity | 52 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Alan Rappaport | 67 |
Alan Vaksman | 21 |
Chris Burggraeve | 20 |
Hau Zen Hwang | 18 |
Cong Yan Xue | 12 |
Howard Ma | 11 |
Bruno G. Tomé Maimone | 10 |
Martin J. Gruber | 9 |
Jared Scott Sender | 9 |
Timothy Fisher | 9 |
Kaspar Hidayat | 9 |
Rakesh Gidwani | 9 |
Daniel Adam | 9 |
Austin Clements | 8 |
Vilas Abraham | 8 |
- Börse
- Insiders
- Josh Joffe
- Unternehmensverbindungen