Network origin in Joseph S. Berry first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
282
| Subsidiary | Investment Banks/Brokers | 282 |
Bucknell University
123
| College/University | Other Consumer Services | 123 |
KBW LLC
KBW LLC Investment Banks/BrokersFinance KBW LLC provides investment banking and financial services. It offers mergers, acquisitions, strategic advisory services, equity and fixed income securities offerings, structured finance and mutual thrift conversions, asset management, securities underwriting, and related investment advisory services. The firm focuses on banking and insurance companies, real estate companies and real estate investment trust, broker-dealers, mortgage banks, asset management companies, and specialty finance companies. Its business is organized into three general service offerings: Investment banking, including mergers and acquisitions and other strategic advisory services, equity and fixed income securities offerings, and mutual thrift conversions, Equity and Fixed Income sales and trading; and Research that provides fundamental, objective analysis that identifies investment opportunities and helps its investor customers make investment decisions. The company was founded by Harry Keefe Jr., Gene Bruyette, and Norbert Woods on June 11, 1962 and is headquartered in New York, NY.
20
| Subsidiary | Investment Banks/Brokers | 20 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph S. Berry via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Corporate Officer/Principal Private Equity Investor | |
New York University | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Institutional Sales | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Loyola University of Chicago | College/University | Masters Business Admin Graduate Degree | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Investment Committee Member Analyst-Equity | |
Colgate University | 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 | Masters Business Admin Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Undergraduate Degree | |
University of Connecticut | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
University of Missouri | College/University | Graduate Degree Undergraduate Degree | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
KBW Capital Partners
KBW Capital Partners Investment ManagersFinance KBW Capital Partners is a Private Equity firm, a subsidiary of KBW LLC founded in 1962. It is headquartered in New York. | Investment Managers | Chief Investment Officer Private Equity Analyst | |
Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
The American Ireland Fund
The American Ireland Fund Investment ManagersFinance The American Ireland Fund raises funds for the support programs of peace and reconciliation, arts and culture, education, and community development throughout the island of Ireland. The company was founded by Anthony J.F. O'Reilly and Daniel M. Rooney in 1976 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member | |
The University of Western Australia | College/University | Undergraduate Degree | |
Federal Reserve Bank of Kansas City | General Government | Corporate Officer/Principal | |
REDWOOD TRUST, INC. | Real Estate Investment Trusts | Director of Finance/CFO | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
FIRSTSUN CAPITAL BANCORP | Major Banks | Director/Board Member | |
Jai Hind College | College/University | Undergraduate Degree | |
University of Melbourne
University of Melbourne Other Consumer ServicesConsumer Services The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs. | College/University | Masters Business Admin | |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Analyst-Equity | |
Sustainable Growth Advisers LP
Sustainable Growth Advisers LP Investment ManagersFinance Sustainable Growth Advisers LP (SGA) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by George Fraise, Gordon Marchand and Robert Rohn in 2003. On July 2018, the firm was acquired by Virtus Partners, Inc., a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS). SGA manages portfolios and provides investment advisory services for both US and non-US institutions, corporate pension plans, public pension plans, Taft-Hartley plans, insurance companies, endowments and foundations, superannuation fund sponsors, sovereign wealth funds, healthcare organizations, high net-worth family offices and unified managed account platforms. | Investment Managers | Analyst-Equity | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse (Hong Kong) Ltd.
Credit Suisse (Hong Kong) Ltd. Investment Banks/BrokersFinance Credit Suisse (Hong Kong) Ltd. (CSHK) is a securities brokerage firm headquartered Hong Kong. The firm is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN; ADR: CS) in Switzerland. CSHK provides corporate and institutional investors with sales, trading, financing, prime services, and market-making in global equities, as well as equities-related securities, options, futures, risk management, and hedging products. Their client-focused platform offers issuer and investor clients access to distribution, trading, and origination capabilities across various markets globally. | Investment Banks/Brokers | Director of Research - Equity |
Statistics
International
United States | 46 |
Australia | 3 |
France | 2 |
India | 2 |
Hong Kong | 2 |
Sectoral
Consumer Services | 25 |
Finance | 24 |
Commercial Services | 3 |
Government | 2 |
Operational
Analyst-Equity | 114 |
Director/Board Member | 107 |
Corporate Officer/Principal | 97 |
Undergraduate Degree | 76 |
Masters Business Admin | 27 |
Most connected contacts
Insiders | |
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Michael Zimmerman | 27 |
Christopher Condron | 21 |
James Lawson | 17 |
Robert Giambrone | 17 |
Sheila McGrath | 16 |
Peter Roth | 16 |
Daniel Maurice Healy | 13 |
Andrew M. Senchak | 12 |
William Gruver | 11 |
James K. Schmidt | 11 |
Steven Kent | 9 |
John Gerald Duffy | 9 |
Frederick Cannon | 9 |
Gregory Heher | 8 |
Diane Merdian | 8 |
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