Pablo Echavarria
Analyst-Equity bei WCM Investment Management LLC
Ursprung des Netzwerks ersten Grades von Pablo Echavarria
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Drexel University
74
| College/University | Other Consumer Services | 74 |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations.
38
| Subsidiary | Investment Managers | 38 |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.
25
| Private Company | Investment Managers | 25 |
Turner Investments LP
 Turner Investments LP Investment ManagersFinance Founded in 1990, Turner Investments LP is a registered investment advisor located in Berwyn, Pennsylvania.
15
| Extinct | Investment Managers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Pablo Echavarria
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Analyst-Equity | |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
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 Analyst-Equity | |
Manugistics Group, Inc.
 Manugistics Group, Inc. Packaged SoftwareTechnology Services Manugistics Group, Inc. develops, markets and supports products for synchronised supply chain management software. The company provides software products and supporting services that help companies make their supply chains more efficient. These products includes software for supply chain planning & execution, supplier relationship management, service and parts management. Manugistics also provides pricing and revenue optimization (PRO) software. The company was founded in 1969 and is headquartered in Rockville, MD. | Packaged Software | Director/Board Member | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | 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 Consultant / Advisor | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group LLC is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. They are a subsidiary of Opus Capital Management, Inc., established in March 1996; and is the predecessor to Opus Capital Group, LLC which was founded in May 2006 by Jakki Haussler and Leonard Haussler. They conduct their business under the name Opus Capital Management. The firm provides investment advisory services to individuals and high net-worth individuals, public and corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Stanford University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Market Strategist | |
| New York University | College/University | Masters Business Admin Undergraduate Degree Private Equity Investor | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Corporate Officer/Principal | |
| Tufts University | College/University | Doctorate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
| The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
BAYADA Home Health Care, Inc.
 BAYADA Home Health Care, Inc. Medical/Nursing ServicesHealth Services BAYADA Home Health Care, Inc. provides home healthcare services. The firm offers home health, adult nursing, assistive care, pediatrics, hospice, and habilitation. The company was founded by J. Mark Baiada in 1975 and is headquartered in Philadelphia, PA. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
| Colorado School of Mines | College/University | Undergraduate Degree Undergraduate Degree | |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
| MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal 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 | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| San Jose State University | College/University | Undergraduate Degree Undergraduate Degree | |
Susquehanna International Group LLP
 Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
| International Christian University | College/University | Undergraduate Degree | |
| Universidad Adolfo Ibáñez | College/University | Masters Business Admin | |
ACCION East, Inc.
 ACCION East, Inc. Finance/Rental/LeasingFinance ACCION East, Inc. provides microcredit and financial support services. It offers access to capital and financial education. The firm serves low- and moderate-income individuals, primarily minorities and women. The company was founded in 1991 and is headquartered in New York, NY. | Finance/Rental/Leasing | Corporate Officer/Principal | |
NF Clearing, Inc.
 NF Clearing, Inc. Investment Banks/BrokersFinance Part of Fiserv, Inc., NF Clearing, Inc. is a company that offers investment advice services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Robin Hood Ventures
 Robin Hood Ventures Investment ManagersFinance Robin Hood Ventures (RHV) is a venture capital firm founded in 1999 by Rob weber. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Private Equity Investor | |
The New School
 The New School Other Consumer ServicesConsumer Services The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY. | College/University | Graduate Degree | |
The Fairman Group LLC
 The Fairman Group LLC Investment ManagersFinance The Fairman Group LLC (TFG) is a SEC-registered investment advisor and wealth management firm headquartered in Chesterbrook, Pennsylvania. The firm was founded in 2002 by professionals from the Private Client Services Group of Arthur Andersen's Philadelphia office. They are now 100% owned by Fairman Group Family Office LLP. TFG provides wealth management, investment advisory, tax and personal accounting services to individuals in the greater Philadelphia area. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity | |
Clark Capital Management Group, Inc.
 Clark Capital Management Group, Inc. Investment ManagersFinance Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. | Investment Managers | Analyst-Equity | |
| University of Massachusetts | College/University | Undergraduate 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-Fixed Income |
Statistik
International
| Vereinigte Staaten | 48 |
| Japan | 2 |
| Chile | 2 |
Sektoral
| Finance | 26 |
| Consumer Services | 22 |
| Technology Services | 2 |
| Commercial Services | 2 |
| Health Services | 2 |
Operativ
| Analyst-Equity | 111 |
| Undergraduate Degree | 99 |
| Corporate Officer/Principal | 86 |
| Portfolio Manager-Equities | 76 |
| Director/Board Member | 34 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Brian Ford | 19 |
| Paul Baiada | 16 |
| Lynn Fritz | 11 |
| Michael Stephen Tung | 11 |
| Matt Glaser | 10 |
| James Bauersmith | 9 |
| Christopher E. Baggini | 8 |
| Bimal Shah | 8 |
| Kenneth J. Blank | 8 |
| Greg Ise | 8 |
| Vincent Joseph Ricci | 8 |
| Amit Baid | 8 |
| Adele T. Barbato | 7 |
| Doug Adams | 7 |
| Matt Burdett | 7 |
- Börse
- Insiders
- Pablo Echavarria
- Unternehmensverbindungen
