Network origin in Jim Delaney first degree
Entity | Entity type | Industry | |
---|---|---|---|
Compass Point Research & Trading LLC
Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe.
14
| Subsidiary | Investment Banks/Brokers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jim Delaney via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BTIG LLC
BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity | |
James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Notre Dame | College/University | Undergraduate Degree | |
Wilbanks, Smith & Thomas Asset Management LLC
Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments. | Investment Managers | Director of Research - Equity | |
EJF Capital LLC
EJF Capital LLC Investment ManagersFinance EJF Capital LLC (EJF) is an employee-owned alternative asset management firm headquartered in Arlington, Virginia. The firm was founded by Emanuel J. Friedman and Neal J. Wilson in 2005. EJF provides discretionary investment advisory services and sub-investment advisory services to pooled investment vehicles and single investor funds. | Investment Managers | Corporate Officer/Principal | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Institutional Sales | |
Temple University (Pennsylvania) | College/University | Graduate Degree | |
Avondale Partners LLC
Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
JMP Securities LLC
JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
Grant Thornton & Associates | Corporate Officer/Principal | ||
George Washington University | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
Primatics Financial LLC
Primatics Financial LLC Packaged SoftwareTechnology Services Primatics Financial LLC provides consulting and software solutions to financial institutions. It offers products and services which include EVOLV, loan accounting and forecasting, credit and reserving, stress testing, EVOLV support and services. The company was founded by Jeff Sant, Michael Therrien and Umar Syyid in 2004 and is headquartered in McLean, VA. | Packaged Software | Corporate Officer/Principal | |
Moody's Corp. Research
Moody's Corp. Research Investment ManagersFinance Moody's Corp. Research is an investment research firm located in New York City. | Investment Managers | Analyst-Equity | |
Brandeis University | College/University | Undergraduate Degree | |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Portfolio Manager-Equities | |
University College Dublin | College/University | Undergraduate Degree | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Sales & Marketing | |
Georgetown University | College/University | Graduate Degree | |
MR. COOPER GROUP INC. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Gonzaga University | College/University | Undergraduate Degree | |
Emory University | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
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 | |
Jacobs Asset Management LLC
Jacobs Asset Management LLC Investment ManagersFinance Jacobs Asset Management LLC (JAM) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Seymour (Sy) Jacobs in 1995. JAM provides investment management services on a discretionary basis to privately offered pooled investment vehicles consisting of hedge funds and private equity funds. | Investment Managers | Analyst-Equity | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance/Rental/Leasing | Corporate Officer/Principal | |
Millennium Management LLC
Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Analyst-Equity | |
Autonomous Research US LP
Autonomous Research US LP Investment ManagersFinance Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure. | Investment Managers | Analyst-Equity | |
MPower Financing, Public Benefit Corp.
MPower Financing, Public Benefit Corp. Finance/Rental/LeasingFinance MPower Financing Public Benefit Corp. engages in the provision of educational loans. The company was founded by Emmanuel Manu Smadja and Michael Davis on 2014 and is headquartered in Washington, DC. | Finance/Rental/Leasing | Director/Board Member | |
University of Maryland | College/University | Masters Business Admin | |
American University | College/University | Undergraduate Degree | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC Investment ManagersFinance Fulton Breakefield Broenniman LLC, do-business-as FBB Capital Partners (FBB), is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1989. FBB provides customized wealth management solutions to a wide range of clients including affluent individuals, families, foundations, and endowments. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 49 |
Ireland | 2 |
Sectoral
Finance | 32 |
Consumer Services | 16 |
Technology Services | 2 |
Commercial Services | 2 |
Operational
Analyst-Equity | 30 |
Corporate Officer/Principal | 14 |
Undergraduate Degree | 13 |
Director of Research - Equity | 5 |
Institutional Sales | 4 |
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