Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Craig A. Ellis | M | - |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | 12 years |
W. Eric Mentzer | M | 64 | 39 years | |
Daniel McKeon | M | - | 40 years | |
Siva K. Yerramilli | M | - | 38 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Ronald E. Elijah | M | - |
AIC Asset Management LLC
AIC Asset Management LLC Investment ManagersFinance Formerly Elijah Asset Management, AIC Asset Management LLC is a subsidiary of AIC, Ltd. A registered investment advisor, they are based in San Francisco. | 12 years |
Shawn Damien McLoughlin | M | - |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | 33 years |
Brian White | M | - |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | 3 years |
Thom Weisel | M | 83 |
Montgomery Securities, Inc.
| 26 years |
Tim M. Boyd | M | - |
Broadpoint.AmTech Equity Capital Markets
Broadpoint.AmTech Equity Capital Markets Investment Banks/BrokersFinance Originally founded in 2002 by Curt Snyder and Richard Prati as American Technology Research, Broadpoint.AmTech Equity Capital Markets is an independent research firm and broker/dealer headquartered in Greenwich with offices in Littleton, Colorado and San Francisco. The firm was acquired by Broadpoint Securities Group, Inc. (NASDAQ: BPSG) in 2008. Broadpoint.Am Tech seeks to generate profitable ideas through fundamental research. They offer timely and focused research on the information technology, clean energy and defense sectors for institutional investors including mutual funds and alternative asset managers. Broadpoint.AmTech covers the following industries: (1) aerospace and defense (2) analog semiconductors (3) broadband and media services (4) clean technology/biofuels (5) clean technology/energy generation and infrastructure (6) clean technology/coal (7) clean technology/solar (8) clean technology/wind (9) data networking and storage components (10) engineering and construction (11) financial technology (12) Internet (13) information technology hardware (13) LED industry (14) software (15) wireless communications and (16) wireless ICs. | 2 years |
Marty O. Teevan | M | - |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | - |
Sass Somekh | M | 77 | 13 years | |
Brock A. Ganeles | M | 57 |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | 7 years |
Michael Legg | M | - |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | 1 years |
Mike Splinter | M | 72 | 19 years | |
Raymond Velazquez | M | - |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | - |
Robert Christopher Meier | M | - |
Broadpoint.AmTech Equity Capital Markets
Broadpoint.AmTech Equity Capital Markets Investment Banks/BrokersFinance Originally founded in 2002 by Curt Snyder and Richard Prati as American Technology Research, Broadpoint.AmTech Equity Capital Markets is an independent research firm and broker/dealer headquartered in Greenwich with offices in Littleton, Colorado and San Francisco. The firm was acquired by Broadpoint Securities Group, Inc. (NASDAQ: BPSG) in 2008. Broadpoint.Am Tech seeks to generate profitable ideas through fundamental research. They offer timely and focused research on the information technology, clean energy and defense sectors for institutional investors including mutual funds and alternative asset managers. Broadpoint.AmTech covers the following industries: (1) aerospace and defense (2) analog semiconductors (3) broadband and media services (4) clean technology/biofuels (5) clean technology/energy generation and infrastructure (6) clean technology/coal (7) clean technology/solar (8) clean technology/wind (9) data networking and storage components (10) engineering and construction (11) financial technology (12) Internet (13) information technology hardware (13) LED industry (14) software (15) wireless communications and (16) wireless ICs. | 2 years |
Deborah S. Conrad | F | - | 28 years | |
Joseph J. Sweeney | M | 75 | 19 years | |
Kim David Arthur | M | - |
Montgomery Securities, Inc.
| 11 years |
Mark P. Conley | M | - |
Broadpoint.AmTech Equity Capital Markets
Broadpoint.AmTech Equity Capital Markets Investment Banks/BrokersFinance Originally founded in 2002 by Curt Snyder and Richard Prati as American Technology Research, Broadpoint.AmTech Equity Capital Markets is an independent research firm and broker/dealer headquartered in Greenwich with offices in Littleton, Colorado and San Francisco. The firm was acquired by Broadpoint Securities Group, Inc. (NASDAQ: BPSG) in 2008. Broadpoint.Am Tech seeks to generate profitable ideas through fundamental research. They offer timely and focused research on the information technology, clean energy and defense sectors for institutional investors including mutual funds and alternative asset managers. Broadpoint.AmTech covers the following industries: (1) aerospace and defense (2) analog semiconductors (3) broadband and media services (4) clean technology/biofuels (5) clean technology/energy generation and infrastructure (6) clean technology/coal (7) clean technology/solar (8) clean technology/wind (9) data networking and storage components (10) engineering and construction (11) financial technology (12) Internet (13) information technology hardware (13) LED industry (14) software (15) wireless communications and (16) wireless ICs. | 2 years |
Zhi Yao Yin | M | 80 | 16 years | |
Janice Wilkins | F | 79 | 25 years | |
Paul Leming | M | - |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | 1 years |
Edward Terrence Gardner | M | 58 |
Ticonderoga Securities LLC
Ticonderoga Securities LLC Investment Banks/BrokersFinance Founded in 1979 as Reynders Gray & Co., Inc., Ticonderoga Securities LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of GEROVA Financial Group Ltd. (NYSE: GFC), a specialty reinsurance company based in St. George, Cayman Islands. In May 2009, Ticonderoga Securities acquired Reynders, Gray & Co., Inc. and in May 2011, they acquired Soleil Securities Corp. Ticonderoga Securities focuses on domestic and international equities and with emphasis on high quality, order execution, as well as a differentiated research offering to support their execution capabilities. The firm's analysis focuses primarily on the following sectors: basic materials, capital goods/industrials, consumer, energy, financials, healthcare, strategy/policy, technology, transportation and utilities. The firm clears their equity business through National Financial Services Corp., a wholly-owned, guaranteed subsidiary of the Fidelity organization and their fixed-income business through Pershing LLC, a BNY Mellon company. | 1 years |
Jay Cecil | M | - |
Montgomery Securities, Inc.
| 2 years |
Matthew Sewell Robison | M | 63 |
Montgomery Securities, Inc.
| 3 years |
James Birt | M | 59 | 12 years | |
Marcelo Choi | M | - |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | 1 years |
Clark Roger Westmont | M | - |
Montgomery Securities, Inc.
| 2 years |
Dan Ray | M | - | 2 years | |
Sean Schickedanz | M | 56 |
Montgomery Securities, Inc.
| 4 years |
Robert Karl Grunewald | M | 62 |
Montgomery Securities, Inc.
| 5 years |
Derek Lemke-von Ammon | M | 66 |
Montgomery Securities, Inc.
| 9 years |
Steve DeWindt | M | 69 | 8 years | |
Bernard M. Notas | M | 72 |
Montgomery Securities, Inc.
| 10 years |
Stephen Paul Vermut | M | 77 |
Montgomery Securities, Inc.
| 2 years |
Mark W. Johnston | M | - | - | |
Howard Ma | M | - |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | 1 years |
Steven Lau | M | - |
Montgomery Securities, Inc.
| 1 years |
Qi Li | M | 61 | 7 years | |
Greg Wnuk | M | - |
Montgomery Securities, Inc.
| 1 years |
Bert Roberts | M | - |
Montgomery Securities, Inc.
| 5 years |
Tony Avila | M | - |
Montgomery Securities, Inc.
| - |
Joseph M. Pon | M | - | - | |
Roger Craig | M | - | 7 years | |
John Hill | M | - |
Montgomery Securities, Inc.
| 3 years |
Ravi Jacob | M | - | 35 years | |
Zvi Lando | M | 59 | 15 years | |
Dan Seligson | M | - | 17 years | |
Arnnon Geshuri | M | - | 5 years | |
Bob Jersey | M | - |
Montgomery Securities, Inc.
| 5 years |
Benjamin Bierman | M | - | 8 years | |
Brett Piira | M | - |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | - |
Didier Pique | M | 70 | - | |
Kevin D. Blair | M | - |
Montgomery Securities, Inc.
| 9 years |
George Schneer | M | - | 14 years | |
Dylan Bishop | M | - |
Montgomery Securities, Inc.
| - |
Wil H. J. M. Huijben | M | - | 10 years | |
Sukesh Mohan | M | 57 | 14 years | |
Robert Long | M | 67 |
Montgomery Securities, Inc.
| 4 years |
Michael E. Barton | M | 84 | 6 years | |
Brodie Cobb | M | 63 |
Montgomery Securities, Inc.
| 2 years |
William H. Davidow | M | 88 | 12 years | |
Esmat Z. Hamdy | M | 74 | 4 years | |
Andrew Verhalen | M | 68 | 5 years | |
Peter R. Hanley | M | 84 | 7 years | |
Michael H. Armacost | M | 86 | - | |
Steven Thomas Mercier | M | 64 | 22 years | |
Manoj K. Garg | M | - |
Broadpoint.AmTech Equity Capital Markets
Broadpoint.AmTech Equity Capital Markets Investment Banks/BrokersFinance Originally founded in 2002 by Curt Snyder and Richard Prati as American Technology Research, Broadpoint.AmTech Equity Capital Markets is an independent research firm and broker/dealer headquartered in Greenwich with offices in Littleton, Colorado and San Francisco. The firm was acquired by Broadpoint Securities Group, Inc. (NASDAQ: BPSG) in 2008. Broadpoint.Am Tech seeks to generate profitable ideas through fundamental research. They offer timely and focused research on the information technology, clean energy and defense sectors for institutional investors including mutual funds and alternative asset managers. Broadpoint.AmTech covers the following industries: (1) aerospace and defense (2) analog semiconductors (3) broadband and media services (4) clean technology/biofuels (5) clean technology/energy generation and infrastructure (6) clean technology/coal (7) clean technology/solar (8) clean technology/wind (9) data networking and storage components (10) engineering and construction (11) financial technology (12) Internet (13) information technology hardware (13) LED industry (14) software (15) wireless communications and (16) wireless ICs. | 4 years |
Jeffrey Andreson | M | 62 | - | |
Christopher Smith | M | 64 | 12 years | |
Paul L. Meissner | M | 59 | 9 years | |
Jack G. Levin | M | 76 |
Montgomery Securities, Inc.
| 14 years |
Luke Marusiak | M | 61 | 13 years | |
Robert T. Derby | M | 85 | 13 years | |
Patricia Wadors | F | 59 | 8 years | |
Daniel Janney | M | 58 |
Montgomery Securities, Inc.
| 3 years |
Randall S. Huyser | M | - |
Montgomery Securities, Inc.
| - |
Rob D. Ward | M | 56 |
Montgomery Securities, Inc.
| 3 years |
Amotz Maimon | M | - | 5 years | |
Kayvan Heravi | M | - |
Montgomery Securities, Inc.
| 1 years |
James Kelly Truman | M | - | 8 years | |
Kalman Kaufman | M | 79 | 11 years | |
Jack C. Carsten | M | 82 | 12 years | |
H. Brian Valentine | M | 64 | 4 years | |
James Hale | M | 72 |
Montgomery Securities, Inc.
| - |
John Robert Born | M | 56 |
Montgomery Securities, Inc.
| 1 years |
Alice A. Ruth | F | - |
Montgomery Securities, Inc.
| 7 years |
Adam D. Compton | M | 59 |
Montgomery Securities, Inc.
| 4 years |
Mark D. Rosenbaum | M | 50 |
Montgomery Securities, Inc.
| 2 years |
Ralph E. Jean | M | - |
Montgomery Securities, Inc.
| 4 years |
Traci Mangini | F | - |
Montgomery Securities, Inc.
| 6 years |
Craig Wainwright Wood | M | - |
Montgomery Securities, Inc.
| 4 years |
Ben W. Pang | M | - |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | 1 years |
Rob Sanderson | M | - |
Montgomery Securities, Inc.
| - |
Michael Moe | M | 61 |
Montgomery Securities, Inc.
| 3 years |
David M. Scharf | M | - |
Montgomery Securities, Inc.
| 4 years |
Dan T. Cummins | M | - |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | 1 years |
John R. Borzilleri | M | - |
Montgomery Securities, Inc.
| 2 years |
Larry Sparks | M | 63 | 25 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bill Ong
- Personal Network