Travis C. Foltz
Private Equity Investor at Saw Mill Capital LLC
Network origin in Travis C. Foltz first degree
Entity | Entity type | Industry | |
---|---|---|---|
The Pennsylvania State University
228
| College/University | Other Consumer Services | 228 |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.
75
| Subsidiary | Investment Banks/Brokers | 75 |
Saw Mill Capital LLC
Saw Mill Capital LLC Investment ManagersFinance Saw Mill Capital LLC (Saw Mill Capital) is a private equity firm founded in 1997 by Howard D. Unger. The firm is headquartered in Briarcliff Manor, New York.
23
| Private Company | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Travis C. Foltz 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 | Corporate Officer/Principal Analyst-Equity | |
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
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 | |
Commerce Capital Markets, Inc.
Commerce Capital Markets, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity | |
TD Securities (USA) LLC
TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Susquehanna Fixed Income LP | Corporate Officer/Principal | ||
Tissue Analytics, Inc.
Tissue Analytics, Inc. Packaged SoftwareTechnology Services Tissue Analytics, Inc. engages in the development of mobile application for health care services. Its solutions enable home health agencies, nursing homes and practices to send patient photographs and wound analysis. The company was founded by Kevin Keenahan, Gabriel Brat and Joshua Budman in 2013 and is headquartered in Baltimore, MD. | Packaged Software | Consultant / Advisor | |
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-Fixed Income Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
University of Virginia | College/University | Masters Business Admin Director/Board Member | |
CHP Management, Inc.
CHP Management, Inc. Investment ManagersFinance CHP Management Inc (Cardinal Partners) is a venture capital firm founded in 1996 by John K Clarke, Brandon H Hull and John J Park. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Private Equity Investor | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Doctorate Degree Graduate 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 | 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-Equity Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Undergraduate Degree Doctorate Degree | |
Duquesne University of The Holy Spirit | College/University | Graduate Degree Masters Business Admin | |
Victory Energy Operations LLC
Victory Energy Operations LLC Industrial MachineryProducer Manufacturing Victory Energy Operations LLC manufactures and supplies engineered watertube boiler and package systems. Its products include firetube boilers, high temperature hot water generator, heat recovery solutions, and burners. The company was founded by John C. Viskup, Jr. and James Sponder in 1999 and is headquartered in Collinsville, OK. | Industrial Machinery | Director/Board Member Director/Board Member | |
Liberty University | College/University | Graduate Degree Undergraduate Degree | |
Boenning & Scattergood, Inc. (Broker)
Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
PennantPark Investment Advisers LLC
PennantPark Investment Advisers LLC Investment ManagersFinance PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles. | Investment Managers | Private Equity Investor Private Equity Investor | |
Prealize Health, Inc. /California/
Prealize Health, Inc. /California/ Information Technology ServicesTechnology Services Prealize Health, Inc. engages in the development of machine learning solutions for improving healthcare focusing on predicting impending medical conditions. It specializes in data sciences and healthcare. The company was founded by Arnold Milstein and Nigam Shah in 2013 and is headquartered in Palo Alto, CA. | Information Technology Services | Founder | |
Torchlight Consulting LLC
Torchlight Consulting LLC Miscellaneous Commercial ServicesCommercial Services Torchlight Consulting LLC provides scientific and technical consulting services. The private company is based in Lac Du Flambeau, WI. | Miscellaneous Commercial Services | Director/Board Member | |
The Bethesda Mission of Harrisburg, Inc.
The Bethesda Mission of Harrisburg, Inc. Services to the Health IndustryHealth Services The Bethesda Mission of Harrisburg, Inc. provides shelter, food and counseling for hurting and homeless men, women and children. The company was founded by James W. Barker on December 22, 1914 and is headquartered in Harrisburg, PA. | Services to the Health Industry | Director/Board Member | |
New York Institute of Technology | College/University | Undergraduate Degree | |
VICARIOUS SURGICAL INC. | Medical Specialties | Director/Board Member | |
Friendly Finances, Inc.
Friendly Finances, Inc. Packaged SoftwareTechnology Services Friendly Finances, Inc. develops mobile applications for investment advisory services. It offers Penny, a mobile software application that provides personal finance management, financial security and additional services, including monitoring for unwanted and unauthorized charges for credit card accounts, bank accounts and other financial accounts specified by the user and others. The company was founded by Mitchell Lee and Alex Quach in 2015 and is headquartered in San Francisco, CA. | Packaged Software | Consultant / Advisor | |
Stanford Law School | College/University | Graduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
Drexel University College of Medicine | College/University | Graduate Degree | |
Stanford Health Care
Stanford Health Care Hospital/Nursing ManagementHealth Services Stanford Health Care provides healthcare services. It services includes cardiac care, cancer treatment, neurosciences, surgery and organ transplants. The company was founded in 1956 and is headquartered in Stanford, CA. | Hospital/Nursing Management | Chief Invt Officer-Spezialfond | |
Framatome, Inc. (Virginia)
Framatome, Inc. (Virginia) Industrial MachineryProducer Manufacturing Framatome, Inc. is a nuclear energy company based in Lynchburg, VA. Michael W. Rencheck has been the CEO of the company since 2009. The company manufactures and installs nuclear steam supply systems. Framatome, Inc. is a subsidiary of Framatome, a company ultimately controlled by the Government of France. | Industrial Machinery | Corporate Officer/Principal | |
Loop Capital Asset Management -TCH LLC
Loop Capital Asset Management -TCH LLC Investment ManagersFinance Loop Capital Asset Management -TCH LLC (LCAM) is an SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded in 1985 and formerly known as Taplin, Canida & Habacht LLC. In 2022, Loop Capital Asset Management LLC acquired the firm from BMO Asset Management Corp. They are ultimately owned by Loop Capital Holdings LLC. LCAM offers customized fixed income portfolio management services primarily to institutions, such as retirement and pension accounts, government entities, trusts, estates, endowments and foundations. | Investment Managers | Analyst-Fixed Income | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Upsolve, Inc.
Upsolve, Inc. Packaged SoftwareTechnology Services Upsolve, Inc. is a tech nonprofit whose software helps and make legal aid bankruptcy practices more efficient. The company was founded by Jonathan Petts and Rohan Pavuluri and is headquartered in Brooklyn, NY. | Packaged Software | Consultant / Advisor | |
EnsoData, Inc.
EnsoData, Inc. Packaged SoftwareTechnology Services EnsoData, Inc. develops software solutions for medical sector. Its solutions enables user to discover, identify, and report a critical patterns and trends in temporal health data. The company was founded by Christopher Robert Fernandez, Nicholas Glattard and Sam Rusk in 2015 and is headquartered in Madison, WI. | Packaged Software | Director/Board Member |
Statistics
International
United States | 43 |
Sectoral
Finance | 20 |
Consumer Services | 11 |
Technology Services | 7 |
Producer Manufacturing | 3 |
Health Services | 3 |
Operational
Corporate Officer/Principal | 99 |
Undergraduate Degree | 91 |
Director/Board Member | 51 |
Private Equity Investor | 47 |
Analyst-Equity | 42 |
Most connected contacts
Insiders | |
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Neil Devani | 16 |
Cynthia A. Baldwin | 15 |
Howard D. Unger | 13 |
Heather Neary | 12 |
Aniyia L. Williams | 11 |
Sasa Zorovic | 11 |
Scott Kirker | 10 |
Jason Klein | 10 |
Matt Resnick | 8 |
Scott Rivard | 8 |
James M. Heyer | 8 |
Patrick Trucchio | 7 |
Tim J. Nelson | 7 |
Shawn Rogers | 7 |
David Hua | 7 |
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