![Patrick Stephens](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Patrick Stephens
Chief Investment Officer bei The O'Neil Group Co. LLC
Ursprung des Netzwerks ersten Grades von Patrick Stephens
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Catalyst Campus For Technology & Innovation, Inc.
![]() Catalyst Campus For Technology & Innovation, Inc. Investment ManagersFinance Catalyst Campus For Technology & Innovation Inc (Catalyst Campus) is a venture capital firm founded in 2015 by Oneil Kevin. The firm is headquartered in Colorado Springs, Colorado.
12
| Private Company | Investment Managers | 12 |
Trinity University
12
| College/University | Other Consumer Services | 12 |
The O'Neil Group Co. LLC
![]() The O'Neil Group Co. LLC Financial ConglomeratesFinance The O'Neil Group Co. LLC engages in the acquisition of businesses and real estate. It focuses on commercial and multi-family real estate industries. The company was founded by Kevin O'Neil in 2008 and is headquartered in Colorado Springs, CO.
4
| Private Company | Financial Conglomerates | 4 |
The University of Texas System
2
| College/University | Other Consumer Services | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Patrick Stephens
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MacKay Shields LLC
![]() MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
US Global Investors, Inc. (Asset Management)
![]() US Global Investors, Inc. (Asset Management) Investment ManagersFinance US Global Investors, Inc. (Asset Management) (USGI) is the fund management division of US Global Investors, Inc. (NASDAQ: GROW), an investment firm headquartered in San Antonio, Texas. The firm was founded in 1968 and formerly known as United Services Funds. USGI manages mutual funds and ETFs for individual and institutional clients. | Investment Managers | Analyst-Equity | |
NORTEL NETWORKS CORPORATION (USA) | Financial Conglomerates | Corporate Officer/Principal | |
United Services Automobile Association
![]() United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Private Equity Investor | |
JonesTrading Institutional Services LLC
![]() JonesTrading Institutional Services LLC Investment Banks/BrokersFinance JonesTrading Institutional Services LLC (JonesTrading) is a registered broker/dealer headquartered in Thousand Oaks, California. The firm was founded in 1975 and is owned by Jones & Associates, Inc. JonesTrading provides equity block trading services to institutional money managers and hedge funds in North America. They proactively source the liquidity required to execute outsized blocks in domestic and global equities and option listed derivatives, at advantageous prices. The firm offers robust access to both developed and emerging market trading. | Investment Banks/Brokers | Analyst-Equity | |
A.G.P. / Alliance Global Partners Corp.
![]() A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | Analyst-Equity | |
Columbia Valley Healthcare Systems LP
![]() Columbia Valley Healthcare Systems LP Hospital/Nursing ManagementHealth Services Columbia Valley Healthcare Systems LP provides health care services. The firm offers allergy, angiography, cornea transplant, hematology, gynecology immunology, cardiology, and endocrinology services. The company was founded in 1975 and is headquartered in Brownsville, TX. | Hospital/Nursing Management | Chief Operating Officer | |
Frost Investment Advisors LLC
![]() Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
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 | |
H. C. Wainwright & Co. LLC
![]() H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Maastricht University | College/University | Graduate Degree | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Haywood Securities, Inc.
![]() Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity | |
United States Naval Academy | College/University | Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
Newman University | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Doctorate Degree Undergraduate Degree | |
San Jose State University | College/University | Graduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Doctorate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
University of South Dakota | College/University | Masters Business Admin | |
Western New England University | College/University | Masters Business Admin | |
Carleton University | College/University | Undergraduate Degree | |
American College of Healthcare Executives
![]() American College of Healthcare Executives Miscellaneous Commercial ServicesCommercial Services American College of Healthcare Executives operates as a professional society of healthcare executives. The company was founded in 1933 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Industrial College of the Armed Forces | College/University | Graduate Degree | |
Colorado Society of Certified Public Accountants, Inc. | Corporate Officer/Principal | ||
BRPH Cos., Inc.
![]() BRPH Cos., Inc. Engineering & ConstructionIndustrial Services BRPH Cos., Inc. provides architecture, engineering design, and construction services to education, aerospace, aviation, government, industrial, general commercial, and religious markets. Its services include design, economic development, program management, and technology solutions. The company was founded by Ernie Briel, Harry Rhame, Raymond Poynter, Jr. and Lyle Houser in 1964 and is headquartered in Melbourne, FL. | Engineering & Construction | Corporate Officer/Principal | |
Braxton Technologies LLC
![]() Braxton Technologies LLC Packaged SoftwareTechnology Services Braxton Technologies LLC develops software application to automate satellite control and other tasks. Its products include satelite TT and C, flight dynamics, space vehicle and ground, simulation universal C2, and intelligent resource optimizer. The company was founded in 1994 and is headquartered in Colorado Springs, CO. | Packaged Software | Chairman President Director of Finance/CFO Corporate Officer/Principal | |
AH Capital Management LLC
![]() AH Capital Management LLC Investment ManagersFinance AH Capital Management LLC (AH Capital Management) is a venture capital firm founded in 2009 by Marc Lowell Andreessen and Ben A. Horowitz. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Credit Value Partners LLC
![]() Credit Value Partners LLC Investment ManagersFinance Credit Value Partners LP (CVP) is a SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded within Credit Suisse in June 2010 and began operating as an independent firm in October 2010. In 2016, the firm was acquired by CVP Holdings LLC, ultimately owned by Pollard Family Investments LLC. CVP provides discretionary investment management services to unregistered pooled investment vehicles, private funds, and separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
Intercontinental Wealth Advisors LLC
![]() Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Analyst-Equity | |
University of Colorado Boulder | College/University | Undergraduate Degree | |
University of Texas at San Antonio | College/University | Undergraduate Degree | |
PrecisionHawk, Inc.
![]() PrecisionHawk, Inc. Information Technology ServicesTechnology Services PrecisionHawk, Inc. engages in the provision of drone-based solutions. It offers training services, drone technology consulting services, and global flight servicing. The company was founded by Ernest Earon and Christopher Dean in 2010 and is headquartered in Raleigh, NC. | Information Technology Services | Consultant / Advisor | |
Colorado Springs Philharmonic, | President | ||
Varagon Capital Partners LP
![]() Varagon Capital Partners LP Investment ManagersFinance Varagon Capital Partners LP (Varagon Capital Partners) is a private equity subsidiary of Man Group Plc (Jersey) firm founded in 2014 by Doug Kaden and Brett Shapiro. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Buck Consulting Group LLC
![]() Buck Consulting Group LLC Miscellaneous Commercial ServicesCommercial Services Buck Consulting Group LLC provides strategic advisory services. It offers market strategy workshops, strategy assessment and customer focus seminars, market development system public sector sales method, leadership workshops, and other advisory program services. The company was founded by Nick Buck in 2010 and is headquartered in Oak Hill, VA. | Miscellaneous Commercial Services | Chief Executive Officer | |
Robin Systems, Inc.
![]() Robin Systems, Inc. Packaged SoftwareTechnology Services Robin Systems, Inc. operates an online platform for container-based compute and storage virtualization. It offers Robin Cloud Platform which is a container-based, application-aware, compute and storage platform liberates applications from servers, VMs, and storage boundaries. The company was founded by Krishna Yeddanapudi in 2013 and is headquartered in San Jose, CA. | Packaged Software | Director/Board Member | |
RockIT Recruiting
![]() RockIT Recruiting Personnel ServicesCommercial Services RockIT Recruiting provides staffing and recruiting services. It helps start-ups build a career and grow. The company was founded by Cody Voellinger and Jane Buescher in 2011 and is headquartered in San Francisco, CA. | Personnel Services | Comptroller/Controller/Auditor | |
AL OMRA | Industrial Machinery | Director/Board Member | |
ASTROCAST SA | Telecommunications Equipment | Director/Board Member | |
Second Front Systems, Inc.
![]() Second Front Systems, Inc. Packaged SoftwareTechnology Services Second Front Systems, Inc., develops cyber security products for the U.S. federal government. The company was founded by Peter Dixon in 2014 and is headquartered in Arlington, VA. | Packaged Software | Private Equity Investor | |
Aanika Biosciences, Inc.
![]() Aanika Biosciences, Inc. Packaged SoftwareTechnology Services Carverr, Inc. provides food security services for large food and agricultural companies. Its products include ABIOGEN, CERBERUS. The company was founded by Nirmal Roy, Vishaal B. Bhuyan, and Ellen Jorgensen and is headquartered in Brooklyn, NY. | Packaged Software | Private Equity Investor | |
Adit Ventures Management LLC
![]() Adit Ventures Management LLC Investment ManagersFinance Adit Ventures Management LLC (Adit Ventures) is a venture capital firm founded in 2014 by Daniel Francis McCooey and Eric Lawrence Munson. The firm is headquartered in New York. | Investment Managers | Chief Investment Officer | |
U.S. Naval War College | College/University | Graduate Degree | |
Growth Capital Network LLC
![]() Growth Capital Network LLC Miscellaneous Commercial ServicesCommercial Services Growth Capital Network LLC is an American company that offers programmatic, analytic, and educational projects. The private company's website is currently being rebuilt, but interested parties can submit their email through the contact form provided. The company's services include helping clients with their growth capital needs. The company can be reached by phone at 555-555-1212. | Miscellaneous Commercial Services | Private Equity Investor |
Statistik
International
Vereinigte Staaten | 44 |
Kanada | 4 |
Niederlande | 2 |
Saudi-Arabien | 2 |
Schweiz | 2 |
Sektoral
Consumer Services | 20 |
Finance | 15 |
Commercial Services | 6 |
Technology Services | 6 |
Health Services | 2 |
Operativ
Director/Board Member | 36 |
Undergraduate Degree | 27 |
Corporate Officer/Principal | 20 |
Private Equity Investor | 10 |
Independent Dir/Board Member | 9 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Phillip Cooley | 18 |
Susan Spradley | 14 |
Dale Klein | 11 |
Ken O'Neil | 8 |
Jon Cholak | 8 |
David Buck | 7 |
Kevin O'Neil | 5 |
Maury Keller | 5 |
Matthew Cross | 5 |
Lauren Davis | 4 |
Edward Baron | 4 |
Tatiana Bailey | 4 |
Jason Knudson | 3 |
Kim Crider | 3 |
Dawn Conley | 3 |
- Börse
- Insiders
- Patrick Stephens
- Unternehmensverbindungen