Patrick Malloy
Director of Research - Equity at Needham & Co. LLC
Profile
Mr. Patrick Malloy is a Co-Director of Equity Research at Needham & Co. LLC.
He joined Needham & Company, LLC in 2017, where he led firm's equity sales effort in the Boston region prior to being named Co-Director of Equity Research in November 2018.
Before joining Needham, Pat spent seven years at UBS as a senior producer, and nearly four years at Cowen and Company.
Prior to that, he spent two years as an equities trader at Longwood Investments.
He received his BA from Trinity College in History and was Captain of the school’s National Championship Squash team in 2004.
He is active in the Boston community, including New England Aquarium, Board of Overseers; Squash Busters, Advisory Council; and University Club of Boston, Board of Governors & Admissions Committee.
Patrick Malloy active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 2018-10-31 |
Former positions of Patrick Malloy
| Companies | Position | End |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance 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. | Corporate Officer/Principal | 2016-10-31 |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Corporate Officer/Principal | 2009-07-31 |
Longwood Investment Advisors, Inc.
 Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors, Inc. is a registered investment advisor that was founded in 1993 by John P. McNiff and Robert A. Davidson. They provide small-cap growth and small/mid-cap growth management to institutions and high net worth individuals. They are headquartered in King of Prussia, Pennsylvania with an additional office in Boston | Corporate Officer/Principal | - |
Training of Patrick Malloy
| Trinity College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance 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. | Finance |
Longwood Investment Advisors, Inc.
Longwood Investment Advisors, Inc. Investment ManagersFinance Longwood Investment Advisors, Inc. is a registered investment advisor that was founded in 1993 by John P. McNiff and Robert A. Davidson. They provide small-cap growth and small/mid-cap growth management to institutions and high net worth individuals. They are headquartered in King of Prussia, Pennsylvania with an additional office in Boston | Finance |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Finance |
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