Stephen Egbert
Portfolio Manager-Aktien bei UBS Financial Services, Inc.
Ursprung des Netzwerks ersten Grades von Stephen Egbert
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
336
| Subsidiary | Investment Managers | 336 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stephen Egbert
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
| GEN DIGITAL INC. | Packaged Software | Director/Board Member | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree | |
| CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Treasurer | |
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 | Analyst-Equity Analyst-Equity Market Strategist | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
ThoughtWorks, Inc.
 ThoughtWorks, Inc. Information Technology ServicesTechnology Services ThoughtWorks, Inc. provides systems integration and application development services. It offers system architecture, consulting, organizational transformation, software development, and implementation services. The firm serves energy, manufacturing, retail, and financial sectors. The company was founded by Neville Roy Singham in 1993 and is headquartered in Chicago, IL. | Information Technology Services | Director/Board Member | |
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 Analyst-Equity Corporate Officer/Principal | |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
| SERVICENOW, INC. | Packaged Software | Director/Board Member | |
TF Special Opportunities-Glory LLC
 TF Special Opportunities-Glory LLC Investment ManagersFinance TF Special Opportunities-Glory LLC provides investment management services. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Major Banks | Corporate Officer/Principal | |
ZB, NA (Investment Management)
 ZB, NA (Investment Management) Major BanksFinance ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities. | Major Banks | Sales & Marketing | |
| Boston University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate 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 | |
| Queen's University of Belfast | College/University | Doctorate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
| Union College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of South Carolina | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
| Western Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
Twin Focus Capital Partners LLC
 Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Investment Managers | Founder | |
TFRP QOF UTK 2019 LLC
 TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance TFRP QOF UTK 2019 LLC provides real estate services. The private company is based in Boston, MA. | Real Estate Development | Director/Board Member | |
AppBus, Inc.
 AppBus, Inc. Packaged SoftwareTechnology Services AppBus, Inc. develops workspace application aggregation platform, which securely integrates enterprise applications on consumer devices. The company by Andrew Melikov, Tony Pizi, Paul Kanevsky, Tyler Norman and Yuri Milshtein and is headquartered in Wenonah, NJ. | Packaged Software | Director/Board Member | |
| PURE STORAGE, INC. | Computer Peripherals | Director/Board Member | |
| RBC & Associates | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 43 |
| Kanada | 4 |
| Israel | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 25 |
| Consumer Services | 18 |
| Technology Services | 5 |
| Electronic Technology | 2 |
Operativ
| Corporate Officer/Principal | 145 |
| Undergraduate Degree | 74 |
| Director/Board Member | 66 |
| Portfolio Manager-Equities | 55 |
| Analyst-Equity | 49 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Ian Thomas Black | 18 |
| Robert Hall | 17 |
| Christopher John Sylvester | 13 |
| Wes Karger | 11 |
| Lyle Wolberg | 11 |
| Dean Stuart Ungar | 9 |
| Rob Samuels | 9 |
| Jeffrey Geygan | 8 |
| Marten Sybren Hoekstra | 8 |
| Peter L. Brophy | 7 |
| Bradley Ball | 7 |
| Jennifer Stahmer | 7 |
| Everett Weinberger | 7 |
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