David A. Frankel
Director/Board Member at Alpha Theory LLC
Network origin in David A. Frankel first degree
Entity | Entity type | Industry | |
---|---|---|---|
Public Company | Data Processing Services | 36 | |
Alpha Theory LLC
Alpha Theory LLC Packaged SoftwareTechnology Services Alpha Theory LLC develops investment software applications. Its services include centralize, strucutre, account, act, measure, and security. The company was founded by Cameron Hight,Dave Huffman, and Mike Guzek in 2005 and is headquartered in Charlotte, NC.
5
| Holding Company | Packaged Software | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David A. Frankel via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ELI LILLY AND COMPANY | Pharmaceuticals: Major | Corporate Officer/Principal | |
Valassis Communications, Inc.
Valassis Communications, Inc. Advertising/Marketing ServicesCommercial Services Valassis Communications, Inc. provides media and marketing services. It offers direct mail, newspaper advertising, coupon clearing, consulting and analytic services. The company was founded by George F. Valassis in 1970 and is headquartered in Livonia, MI. | Advertising/Marketing Services | Director/Board Member | |
INTERACTIVE DATA | Internet Software/Services | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Trinity University | College/University | Undergraduate Degree | |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Analyst-Equity | |
Moore Capital Management LP
Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Investment Managers | Analyst-Equity | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
THE ADVISORY BOARD COMPANY | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity | |
Seaport Global Securities LLC
Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Director of Research - Equity | |
Thunderbird School of Global Management | College/University | Graduate Degree Graduate Degree | |
Citadel Enterprise Americas LLC
Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Investment Managers | Corporate Officer/Principal | |
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 | |
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 | Analyst-Equity | |
Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
Claremont McKenna College | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree Graduate Degree | |
Hofstra University | College/University | Masters Business Admin | |
The University of Edinburgh | College/University | Masters Business Admin | |
Miami University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Richmond | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
FactSet UK Ltd.
FactSet UK Ltd. Financial ConglomeratesFinance FactSet (UK) Ltd. develops computer software. The company was founded is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Arizona | College/University | Undergraduate Degree | |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Analyst-Equity | |
University of Scranton | College/University | Undergraduate Degree | |
Suvretta Capital Management LLC
Suvretta Capital Management LLC Investment ManagersFinance Suvretta Capital Management LLC (Suvretta) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Aaron Cowen in 2011 and is a wholly-owned subsidiary of Suvretta Capital LP. Suvretta provides discretionary investment management services to private pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
NORTHERN OIL AND GAS, INC. | Oil & Gas Production | Investor Relations Contact | |
Olin Business School | College/University | Masters Business Admin | |
Morrow Sodali Global LLC
Morrow Sodali Global LLC Miscellaneous Commercial ServicesCommercial Services Morrow Sodali Global LLC provides consulting services. It specializes in shareholder services, corporate governance, proxy solicitation, and capital markets transactions. The firm offers proxy solicitation, information agent services, activism, proxy fight, and contested mergers and acquisition, capital markets intelligence, corporate governance consultation, IPO preparedness, and fixed income services. The company was founded in 2006 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
FactSet Europe Ltd.
FactSet Europe Ltd. Data Processing ServicesTechnology Services FactSet Europe Ltd. provides online financial and economic information to the financial community. Its clients include analysts, portfolio managers, investment bankers and other financial professionals. The company is headquartered in London, the United Kingdom. | Data Processing Services | Corporate Secretary | |
The University of Pennsylvania Law School | College/University | Graduate Degree | |
Neuberger Museum of Art
Neuberger Museum of Art Other Consumer ServicesConsumer Services Neuberger Museum of Art operates as a museum. The non-profit company is based in Purchase, NY. | Other Consumer Services | Corporate Officer/Principal | |
The Baldwin School
The Baldwin School Other Consumer ServicesConsumer Services The Baldwin School provides education services. It offers preparatory, secondary and college curriculum with academics, arts, athletics, and community services programs. The company is headquartered in Bryn Mawr, PA. | Other Consumer Services | Director/Board Member | |
University of California, Berkeley | College/University | Undergraduate Degree |
Statistics
International
United States | 44 |
United Kingdom | 4 |
Sectoral
Finance | 20 |
Consumer Services | 20 |
Commercial Services | 5 |
Technology Services | 3 |
Health Technology | 2 |
Operational
Corporate Officer/Principal | 64 |
Director/Board Member | 29 |
Undergraduate Degree | 28 |
Analyst-Equity | 24 |
Portfolio Manager-Equities | 12 |
Most connected contacts
Insiders | |
---|---|
John S. Gross | 14 |
Rachel Stern | 12 |
Walter F. Siebecker | 11 |
John Walsh | 10 |
Joseph E. Laird | 10 |
Philip Snow | 10 |
Robert Varghese | 9 |
Cameron Hight | 9 |
James McGonigle | 9 |
Scott Allen Billeadeau | 8 |
Cezary Nadecki | 8 |
Kenneth J. Zockoll | 7 |
Mike Kelly | 7 |
David Jonathan Deuchler | 7 |
Yon S. Perullo | 7 |
- Stock Market
- Insiders
- David A. Frankel
- Company connections