![Phillip Carl Wirtz](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von Phillip Carl Wirtz
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Texas A&M University
39
| College/University | Other Consumer Services | 39 |
Odeon Capital Group LLC
![]() Odeon Capital Group LLC Investment Banks/BrokersFinance Founded in 2008, Odeon Capital Group LLC is an independent full-service broker/dealer located in New York City. The firm provides advice and execution on fundamental value and catalyst-driven situations through sales and trading, research, investment banking and asset management services. Odeon Capital Group provides services related to fixed-income securities including corporate securities, ABS, RMBS, Auction Rate securities and other structured products. The firm serves institutional clients. Odeon Capital Group is a member of FINRA, the SIPC and the MSRB. Odeon Capital Group has expertise in both traditional and esoteric assets. The firm has placed both large and small volume transactions in every asset class. They seek to maximize value for their clients through in-depth analyses of sectors, asset classes and individual securities that are hard to value or trade. The firm's Structured Products and Corporate Groups focus on institutional sales, trading and analytics of secondary structured products, esoteric assets and special situations.
32
| Private Company | Investment Banks/Brokers | 32 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Phillip Carl Wirtz
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
DYCOM INDUSTRIES, INC. | Engineering & Construction | Corporate Officer/Principal | |
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
Chilton Capital Management LLC
![]() Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Investment Managers | Analyst-Equity | |
Teacher Retirement System of Texas
![]() Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity Chief Investment Officer | |
Salient Partners LP
![]() Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | 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 | |
J.V.B. Financial Group LLC
![]() J.V.B. Financial Group LLC Investment Banks/BrokersFinance J.V.B. Financial Group LLC (JVP) is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 2008 and formerly known as PrinceRidge Group LLC and C&Co/PrinceRidge LLC. They are a subsidiary of J.V.B. Financial Group Holdings LP, owned by Cohen & Co., Inc. (NYSEAMERICAN: COHN) in the US. With trading desks manned by seasoned professionals, JVB distributes a variety of asset classes, such as Certificates of Deposit, Investment-Grade Corporates, High-Yield Corporates, Government Agencies, US Treasuries, Municipal Bonds, Mortgage-Backed Securities, Asset-Backed Securities, Structured Products, Closed-End Funds, Rates, and Structured Credit. The JVB Dealer Desk provides efficient and widespread distribution of fixed income securities. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Trading-Fixed Income Market Strategist | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
NatWest Markets Securities, Inc.
![]() NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Jumpstart Securities LLC
![]() Jumpstart Securities LLC Investment Banks/BrokersFinance Jumpstart Securities LLC is a registered broker/dealer headquartered in Atlanta, Georgia. They are a subsidiary of FundAmerica Technologies LLC. The firm was formerly known as Vara Securities LLC, Arctic Island Financial LLC, and FundAmerica Securities LLC. Jumpstart Securities provides an array of trading an execution services for their clients. | Investment Banks/Brokers | Founder Founder | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
Diesslin Group, Inc.
![]() Diesslin Group, Inc. Investment ManagersFinance Diesslin Group, Inc. (DG) is an asset management firm headquartered in Fort Worth, Texas. The firm was founded by David Diesslin in 1980. DG provides fee-only financial advisory services and wealth management to individuals, closely held businesses, private foundations, and endowments. | Investment Managers | Chief Investment Officer Director of Research - Equity | |
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 | Corporate Officer/Principal Analyst-Equity | |
Lake Forest College | College/University | Undergraduate Degree Undergraduate Degree | |
KAYNE ANDERSON NEXTGEN ENERGY & INFRASTRUCTURE, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Kayne Anderson Income Strategies Fund
![]() Kayne Anderson Income Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Kayne Anderson Income Strategies Fund operates as a closed-end management investment company. The firm's investment objective is to provide common shareholders total return with an emphasis on current distributions. The company is headquartered in Los Angeles, CA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
KA Fund Advisors LLC
![]() KA Fund Advisors LLC Investment ManagersFinance Founded in 2004, KA Fund Advisors LLC is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Kayne Anderson Capital Advisors LP and their ultimate parent is Kayne Anderson Investment Management, Inc. KA Fund Advisors manages investments for pension and profit sharing plans and other pooled investment vehicles, including hedge funds. They manage the KA First Reserve LLC | Investment Managers | Corporate Officer/Principal | |
Kayne Anderson Capital Advisors LP (Private Equity)
![]() Kayne Anderson Capital Advisors LP (Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
Wake Forest University | College/University | Masters Business Admin | |
Washington & Lee University | College/University | Undergraduate Degree | |
BP Capital Fund Advisors LLC
![]() BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Peak Rock Capital LLC
![]() Peak Rock Capital LLC Investment ManagersFinance Peak Rock Capital LLC (Peak Rock Capital) is a private equity firm founded in 2012. The firm is headquartered in Austin, Texas. | Investment Managers | Director of Finance/CFO | |
CSIdentity Corp.
![]() CSIdentity Corp. Data Processing ServicesTechnology Services CSIdentity Corp. provides identity protection and fraud detection solutions. Its protection solutions include identity validation, comprehensive background screenings, identity theft protection and data breach management. The firm also provides government solutions, including international identity verification and fraud detection, domestic identity verification and fraud detection, breach mitigation, and integrated identity and risk framework methodology. Its products encompass CSIdentity Security Suite, CSIdentity SAFE, CSIdentity Breach and CSIdentity Protector. The company was founded by William E. Morrow, Joe C. Ross and Harold Gottschalk in 2006 and is headquartered in Austin, TX. | Data Processing Services | Corporate Officer/Principal | |
Princeton Equity Group, LLC
![]() Princeton Equity Group, LLC Investment ManagersFinance Princeton Equity Group LLC is a private equity firm founded in 2006 by James A. Waskovich and Douglas L. Kennealey. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Private Equity Investor | |
Kellogg School of Management | College/University | Masters Business Admin | |
Pirtek Fluid Systems Pty Ltd.
![]() Pirtek Fluid Systems Pty Ltd. Wholesale DistributorsDistribution Services Pirtek Fluid Systems Pty Ltd. is a leading supplier of premium fluid transfer solutions, including hydraulic hose and fittings. Pirtek is based in Australia and has subsidiaries in the United States. The Australian company has a reputable franchise network and has expanded internationally, making it the broadest footprint in the industry. | Wholesale Distributors | Director/Board Member | |
Five Star Franchising LLC
![]() Five Star Franchising LLC Environmental ServicesIndustrial Services Five Star Franchising, Inc. provides business support services for painters and entrepreneurs. It is dedicated to developing franchise systems in the service industry. The firm provides services through its brands Five Star Holiday Decor and Five Star Bath Solutions. The company was founded by Chad R. Jones, Scott Abbott and Conrad Kolba in 2004 and is headquartered in Spanish Fork, UT. | Environmental Services | Director/Board Member | |
KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC. | Investment Managers | Director of Finance/CFO | |
HMI Capital Management LP
![]() HMI Capital Management LP Investment ManagersFinance HMI Capital Management LP (HMI) is an independent, SEC-registered investment advisor and hedge fund management firm headquartered in San Francisco, California. The firm was founded by Mick Hellman in 2008 as HMI Capital LLC and renamed HMI Capital Management LP in 2021. HMI provides discretionary investment advisory services to privately-offered investment funds. | Investment Managers | Analyst-Equity | |
The University of Texas at Austin | College/University | Graduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
BlackRock Financial Management, Inc.
![]() BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Bates College | College/University | Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Analyst-Equity |
Statistik
International
Vereinigte Staaten | 44 |
Griechenland | 2 |
Vereinigtes Königreich | 2 |
Australien | 2 |
Sektoral
Finance | 30 |
Consumer Services | 9 |
Miscellaneous | 4 |
Industrial Services | 3 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 90 |
Undergraduate Degree | 61 |
Trading-Fixed Income | 31 |
Director/Board Member | 29 |
Analyst-Equity | 27 |
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