Patricia Oey
Analyst-Equity bei Morningstar, Inc. (Research)
Ursprung des Netzwerks ersten Grades von Patricia Oey
Einheit | Art der Einheit | Industrie | |
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Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
287
| Operating Division | Investment Managers | 287 |
Morgan Joseph & Co., Inc.
Morgan Joseph & Co., Inc. Investment Banks/BrokersFinance Founded in 1982, Morgan Joseph TriArtisan LLC, formerly Morgan Joseph & Co., Inc., is a full-service investment banking firm and broker/dealer headquartered in New York City. The firm was also previously known as Morgan Lewis & Co. Morgan Joseph TriArtisan is a subsidiary of Morgan Joseph TriArtisan Group, Inc. Morgan Joseph TriArtisan's primary focus is on providing financial advisory and capital raising services in the US, Europe and Asia. This includes mergers and acquisitions advice, restructuring advice, private placements and public offerings of debt and equity. For their institutional clients, Morgan Joseph TriArtisan provides a full range of sales and executions services, including equity research and specialized reports on convertible debt. The firm's sales and trading teams service a variety of institutional clients with both debt and equity investment ideas and trading services. Morgan Joseph primarily serves the consumer products, healthcare, automotive, chemical, transportation, construction, entertainment, telecommunications and media industries. Morgan Joseph TriArtisan's debt and equity analysts cover a growing universe of stock and bond issues across a broad range of industry sectors. Their equity research focuses primarily on middle-market companies with limited research and coverage and uses a classic bottom-up qualitative approach. The high-yield department specializes in finding trading opportunities by identifying undervalued and overvalued high-yield debt for institutional clients. They focus on small- to mid-sized issues that are not widely covered and are often mispriced in the market. Morgan Joseph TriArtisan is a member of FINRA, the NASD and the SIPC.
21
| Extinct | Investment Banks/Brokers | 21 |
IRG Research Group
10
| Extinct | Investment Banks/Brokers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Patricia Oey
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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The International Brotherhood of Teamsters
The International Brotherhood of Teamsters Miscellaneous Commercial ServicesCommercial Services International Brotherhood of Teamsters operates a labor diverse union. It represents employees in transportation, freight-related and other industries. The firm operates under federal supervision. The company was founded in 1903 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Comptroller/Controller/Auditor | |
Washington University in St. Louis | College/University | Graduate Degree Undergraduate Degree | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Interactive Telesis, Inc.
Interactive Telesis, Inc. Specialty TelecommunicationsCommunications Interactive Telesis, Inc. provides interactive voice response and speech-enabled hosting services. Its services include digital third party verification, phone real estate, InvestorREACH, voice and data hosting and telephony development. The firm’s products include IT voice mail, record on command and digital voice IQ. The company was founded on June 19, 1987 and is headquartered in Carlsbad, CA. | Specialty Telecommunications | Corporate Officer/Principal | |
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 | |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
State Farm Insurance Cos.
State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President Corporate Officer/Principal | |
MEAD JOHNSON NUTRITION CO | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Doctorate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance 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. | Regional Banks | Analyst-Equity Corporate Officer/Principal | |
Paddock Publications, Inc.
Paddock Publications, Inc. Publishing: NewspapersConsumer Services Paddock Publications, Inc. provides news paper publishing services. Its news papers include The Daily Herald, Reflejos, and Dailyherald.com. The firm's news papers offer information about sports, business, and entertainment. The company was founded by Hosea C. Paddock on December 15, 1898 and is headquartered in Arlington Heights, IL. | Publishing: Newspapers | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Illinois | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree Corporate Officer/Principal | |
Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
University of California, Berkeley | College/University | Graduate Degree Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree Graduate Degree | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Chairman | |
Florida State University | College/University | Undergraduate Degree | |
Barnes & Noble College Booksellers, Inc.
Barnes & Noble College Booksellers, Inc. Specialty StoresRetail Trade Barnes & Noble College Booksellers, Inc. owns and operates a chain of campus bookstores for academic institutions, public, private, law and medical schools. It offers new and used textbooks, general reading books, notebooks, school merchandise, athletic gear and alumni products. The company was founded by Charles M. Barne in 1873 and is headquartered in Basking Ridge, NJ. | Specialty Stores | Corporate Officer/Principal | |
MONEY Magazine
MONEY Magazine Publishing: Books/MagazinesConsumer Services Part of IAC, Inc., MONEY Magazine is a finance magazine publishing company. The company is based in Chicago, IL. | Publishing: Books/Magazines | Corporate Officer/Principal | |
Trinity International University | College/University | Graduate Degree | |
Loyola University of Chicago | College/University | Doctorate Degree | |
The Catholic University of America | College/University | Graduate Degree | |
The University of Chicago Law School | College/University | Graduate Degree | |
The University of Nottingham | College/University | Graduate Degree | |
University of London | College/University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 47 |
Vereinigtes Königreich | 4 |
Sektoral
Consumer Services | 32 |
Finance | 13 |
Commercial Services | 3 |
Communications | 2 |
Consumer Non-Durables | 2 |
Operativ
Analyst-Equity | 115 |
Corporate Officer/Principal | 103 |
Undergraduate Degree | 83 |
Masters Business Admin | 39 |
Graduate Degree | 20 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Kunal Kapoor | 15 |
Joe Mansueto | 14 |
Charles Fishman | 9 |
Richard Hilgert | 9 |
Dan Romanoff | 8 |
Matthew Dolgin | 8 |
Michael Holt | 8 |
Neil Macker | 8 |
David Swartz | 7 |
Dave Meats | 7 |
Michael Wong | 7 |
Sarah Bush | 7 |
Joscelyn MacKay | 6 |
Rajiv Bhatia | 6 |
Maciej Kowara | 6 |
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