Joel Beatty
Analyst-Equity at Robert W. Baird & Co., Inc. (Broker)
Network origin in Joel Beatty first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
585
| Operating Division | Investment Banks/Brokers | 585 |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.
129
| Operating Division | Investment Banks/Brokers | 129 |
State University of New York at Buffalo
58
| College/University | Other Consumer Services | 58 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joel Beatty via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Market Strategist 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 | Undergraduate Degree Undergraduate Degree | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity 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 | Analyst-Fixed Income Analyst-Equity Market Strategist | |
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Market Strategist | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Wisconsin School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Market Strategist Analyst-Fixed Income | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Citigroup Global Markets Asia Ltd.
 Citigroup Global Markets Asia Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Asia Ltd. (CGMA) is a securities brokerage firm headquartered Hong Kong. They are a subsidiary of Citigroup Global Markets Hong Kong Holdings Ltd., ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Formerly known as Citi Smith Barney, the firm was reorganized in 2008 when Citigroup combined their brokerage and private banking businesses. CGMA offers stock trading services to various institutional investors. | Investment Banks/Brokers | Market Strategist Market Strategist | |
| Stanford University | College/University | Graduate Degree Graduate Degree | |
| Creighton University | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
| Rutgers State University of New Jersey | College/University | Graduate Degree | |
| Canisius College | College/University | Masters Business Admin | |
| Virginia Tech Graduate School | College/University | Undergraduate Degree | |
| Agnes Scott College | College/University | Undergraduate Degree | |
Citibank Colombia SA
 Citibank Colombia SA Investment Banks/BrokersFinance Part of Citigroup, Inc., Citibank Colombia SA is a brokerage services provider. The company is based in Bogota, Colombia. The Colombian company was founded in 1976. Pablo del Valle has been the CEO of the company since 2020. | Investment Banks/Brokers | Economist | |
| Michigan State University | College/University | Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Graduate Degree | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
| University of Pittsburgh | College/University | Undergraduate Degree | |
Ziegler Capital Management LLC
 Ziegler Capital Management LLC Investment ManagersFinance Ziegler Capital Management LLC (ZCM) is an asset management firm headquartered in Chicago, Illinois. The firm was founded in 1991 as the investment management division of the Ziegler Companies. They became a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), when it acquired ZCM in 2013. The firm provides tailored investment solutions to a wide range of investors. | Investment Managers | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Undergraduate Degree | |
| Stony Brook University | College/University | Doctorate Degree | |
| Creighton University Heider College of Business | College/University | 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 | |
| Georgia State University | College/University | Undergraduate Degree | |
United Nations Joint Staff Pension Fund
 United Nations Joint Staff Pension Fund Investment ManagersFinance United Nations Joint Staff Pension Fund (UNJSPF) is a government-owned pension fund management firm headquartered in New York City. The firm was founded by the United Nations General Assembly in 1949 to provide retirement, death, disability and related benefits for staff upon cessation of their services with the United Nations, under Regulations that, since then, have been amended at various times. The Fund is administered by the United Nations Joint Staff Pension Board, the Chief Executive of Pension Administration, a staff pension committee for each member organization, and a secretariat to each such committee. As a signatory to the United Nations’ Principles of Responsible Investing or PRI, the UNJSPF’s Office of Investment Management (OIM) incorporates environmental, social and governance (ESG) considerations throughout the investment decision-making process. | Investment Managers | Portfolio Manager-Equities | |
| National Institute of Technology (Surathkal) | College/University | Undergraduate Degree | |
| Fisher College of Business | College/University | Undergraduate Degree |
Statistics
International
| United States | 41 |
| New Zealand | 2 |
| Hong Kong | 2 |
| France | 2 |
| Colombia | 2 |
Sectoral
| Consumer Services | 29 |
| Finance | 18 |
| Commercial Services | 2 |
Operational
| Analyst-Equity | 117 |
| Undergraduate Degree | 89 |
| Corporate Officer/Principal | 44 |
| Market Strategist | 28 |
| Masters Business Admin | 19 |
Most connected contacts
- Stock Market
- Insiders
- Joel Beatty
- Company connections
