![Michael L. Watner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von Michael L. Watner
Einheit | Art der Einheit | Industrie | |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange.
45
| Extinct | Investment Banks/Brokers | 45 |
Douglas C. Lane & Associates, Inc.
![]() Douglas C. Lane & Associates, Inc. Investment ManagersFinance Founded in 1994, Douglas C. Lane & Associates, Inc. is a registered investment advisor located in New York City. The firm provides wealth management for high net-worth individuals and families, trusts, endowments, corporations, pension and retirement accounts, foundations and institutions.
12
| Extinct | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michael L. Watner
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Phoenix Network, Inc.
![]() Phoenix Network, Inc. Specialty TelecommunicationsCommunications Part of Lumen Technologies, Inc. (Louisiana), Phoenix Network, Inc. provides long distance telecommunications management services. The company is based in Golden, CO. Phoenix Network was acquired by Qwest Communications International, Inc., part of Lumen Technologies, Inc. (Louisiana) from April 01, 2011 on March 31, 1998 for $31.16 million. The company was founded by Mark E. Hawn. | Specialty Telecommunications | Director/Board Member | |
CoreCare Systems, Inc.
![]() CoreCare Systems, Inc. Hospital/Nursing ManagementHealth Services CoreCare Systems, Inc. operates psychiatric treatment centers. It offers various services, including behavioral health services, leasing office space at the Kirkbride center to third parties, food services and clinical trial services for central nervous system disorders. The company is headquartered in Philadelphia, PA. | Hospital/Nursing Management | Chairman | |
San Francisco Sentry Investment Group, Inc.
![]() San Francisco Sentry Investment Group, Inc. Investment ManagersFinance San Francisco Sentry Investment Group, Inc. (San Francisco Sentry) is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by Merrill Magowan and Richard Dirickson Jr. in 1993. San Francisco Sentry provides investment advisory and management services to individuals, high net worth-individuals, trusts, businesses, pension plans and charitable organizations. | Investment Managers | Founder | |
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 Corporate Officer/Principal | |
Midland Investment Corp. | Corporate Officer/Principal | ||
European Investment Bank
![]() European Investment Bank General GovernmentGovernment European Investment Bank is a long term lending bank representing the interest of the European Union members. It raises substantial volumes of funds on the capital markets and provides finance and expertise for investment projects towards the integration, balanced development and economic and social cohesion among members. Its services include lending, blending and advising. The Lending service offers loans, guarantees, microfinance as well as equity investment. The Blending service includes unlock financing from other sources and blended together to form full financing package. The Advising service covers administrative and project management assistance with facilities investment implementation. The company was founded in 1958 and is headquartered in Luxembourg. | General Government | President | |
Wall Street Access LLC
![]() Wall Street Access LLC Investment Banks/BrokersFinance Founded in 1981, Wall Street Access, formerly Wall Street Clearing Corp., is a broker/dealer headquartered in New York City. The firm is a subsidiary of Wall Street Access Corp.. They offer a full array of investment services to corporations, hedge funds, pension funds, trust banks, investment advisors, money managers, mutual funds and high net-worth individuals. They focus on healthcare, mergers & acquisitions, oil & gas, electricity, natural gas, machinery/agribusiness, small-cap equities and special situations sectors. The firm's merger arbitrage research platform enables investors to track both historic and real-time deal information. Wall Street Access offers best-in-class execution through their fixed-income trading platform that creates aggressive, two-sided markets on a large inventory of fixed-income securities. The firm also provides their clients with traditional sales coverage. They provide execution services for investment grade corporate bonds, U.S. Treasuries and U.S. Agencies to a network of over 2,000 global customers. Wall Street Access' approach creates both market transparency and liquidity in a marketplace that has historically not been served with these essentials. The firm seeks to provide best-in-class trade execution and generation of trading ideas. They actively assess and manage risk while executing innovative transactions in a fast-paced and constantly changing global market. Wall Street Access provides superior service, expertise and speedy execution in equities, options, bonds and currencies. The firm seeks to achieve superior execution through electronic connectivity to multiple exchanges combined with their access to significant pools of liquidity. Wall Street Access is an agent, managing trading volumes and finding liquidity in a discrete manner for their institutional clients. The firm's Prime Brokerage division serves small and medium sized hedge fund clients. Wall Street Access maintains a large institutional equity and options desk, as well as a 35-person fixed-income desk. The firm acts as an introducing broker to Goldman Sachs Execution & Clearing LP. , L.P., so your investors can be confident their assets are safe and secure at a leading custodian. Wall Street Access is a member of NYSE, ISE and NASDAQ OMX, as well as other exchanges. | Investment Banks/Brokers | Chief Executive Officer Director of Research - Equity | |
Noble Capital Markets, Inc.
![]() Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Analyst-Equity | |
Herndon Plant Oakley Ltd.
![]() Herndon Plant Oakley Ltd. Investment Banks/BrokersFinance Herndon Plant Oakley Ltd. (HPO) is an independent, SEC-registered investment advisor and broker-dealer firm headquartered in Corpus Christi, Texas. It was founded in 1998 by Brent Herndon, Phillip Plant and Ted Oakley. The firm’s broker-dealer activities comprise approximately 70% of their business activities with the remaining 30% estimated to be spent on investment advisor activities. HPO provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Founder Founder | |
Tuohy Brothers Investment Research, Inc.
![]() Tuohy Brothers Investment Research, Inc. Investment Banks/BrokersFinance Tuohy Brothers Investment Research, Inc. provides equity research, sales and trading services to a variety of institutional investors, and also offers investment banking services to sector companies. They focus on energy industry trends, commodity markets and individual company developments. Within the energy sector, the firm focuses on the U.S. natural gas industry. Within the commodities markets, Tuohy Brothers focuses on analysis of variables affecting natural gas supply and demand with the objective of forecasting prices. They offer opinions on crude oil prices related to global capacity, interaction with the U.S. dollar, asset class impact and other variables. The firm also provides analysis of coal prices as revealed in ongoing contracts and spot transactions. In addition, they analyze developments affecting a broad range of energy companies. They consider active communications related to company-specific events and information on companies found in periodic publications. The company was founded in 2004 and is located in New York City. | Investment Banks/Brokers | Analyst-Equity | |
Kelleher Financial Advisors LLC
![]() Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Investment Managers | Founder Director of Research - Equity | |
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 | Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Drexel University | College/University | Undergraduate Degree | |
Glass Wealth Management Co. LLC
![]() Glass Wealth Management Co. LLC Investment ManagersFinance Glass Wealth Management Co. LLC (GWM) is an independent, SEC-registered investment advisor headquartered in San Antonio, Texas. Originally founded by Edward M. Glass in 1988 as Glass Management Co., Inc., the firm changed their name to Glass Wealth Management Co., Inc. in 2014 and later reorganized into a Texas limited liability company in 2021. GWM provides investment services primarily for high-net-worth individuals, families, and related accounts. | Investment Managers | Founder | |
Declaration Holdings, Inc.
![]() Declaration Holdings, Inc. Investment Banks/BrokersFinance Part of Intellectual Capital Markets, Inc., Declaration Holdings, Inc. provides investment banking services. The company is based in Conshohocken, PA. Declaration Holdings was acquired by Intellectual Capital Markets, Inc. on December 05, 2001. | Investment Banks/Brokers | Chairman | |
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 | Analyst-Equity Institutional Sales | |
Douglas Lane & Associates LLC
![]() Douglas Lane & Associates LLC Investment ManagersFinance Douglas Lane & Associates LLC, dba Douglas C. Lane & Associates (DCLA), is a SEC-registered investment advisor headquartered in New York City. Formed in 2016 as the result of their acquisition by Focus Operating LLC, the firm is the successor to Douglas C. Lane & Associates, Inc., a registered investment advisor that was founded in 1994 by Douglas Lane. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS), a holding company. DCLA provides asset management for high-net worth individuals, families, trusts, endowments, corporations, pension and retirement accounts, foundations and institutions. | Investment Managers | Chief Executive Officer Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
Lehigh University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
PRINCETON BANCORP, INC. | Regional Banks | Director/Board Member | |
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 | |
Greyscale AI, Inc.
![]() Greyscale AI, Inc. Packaged SoftwareTechnology Services Greyscale AI, Inc. is a company that specializes in transforming inspections through their technology. The company is based in Fremont, CA. The company's cloud-based data analytics, x-ray imaging, and AI algorithms ensure safer and more efficient inspection processes. The company is able to capture all food safety, quality, and production data in real-time at machine speed. The company was founded in 2020 by Paul S. Kirincich, Rich Cisek, and Don Fotsch. Rich Cisek has been the CEO since 2020. | Packaged Software | Director/Board Member | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
EarlyBirdCapital, Inc.
![]() EarlyBirdCapital, Inc. Investment Banks/BrokersFinance Founded in 2000, EarlyBirdCapital, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a subsidiary of EBC Holdings, Inc. and their ultimate parent is Firebrand Financial Group, Inc. (NASDAQ: FFGI). | Investment Banks/Brokers | Analyst-Equity | |
National Association of Petroleum Investment Analysts
![]() National Association of Petroleum Investment Analysts Miscellaneous Commercial ServicesCommercial Services National Association of Petroleum Investment Analysts is a Non-Profit organization, which engages in education of its members in their knowledge of the petroleum industry. The company was founded in 1974 and is headquartered in Concord, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 47 |
Luxemburg | 2 |
Sektoral
Finance | 23 |
Consumer Services | 19 |
Communications | 2 |
Health Services | 2 |
Government | 2 |
Operativ
Corporate Officer/Principal | 132 |
Director/Board Member | 55 |
Analyst-Equity | 55 |
Undergraduate Degree | 49 |
Portfolio Manager-Equities | 47 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Kevin Michael Klingert | 42 |
Thomas Sittema | 28 |
Denis Patrick Kelleher | 13 |
Steve Shueh | 13 |
Juliet Ellis | 13 |
Ralph Wayne Atwell | 11 |
James Richard Jundt | 11 |
John J. Conefry | 10 |
Kristin Gamble | 9 |
George P. Stasen | 8 |
Richard F. Rossi | 8 |
Joshua Lee Zaret | 8 |
Marc V. Milic | 7 |
Ram Kolluri | 7 |
Frank Zammataro | 7 |
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