Chad Christopher Bolen
Analyst-Equity chez Penn Capital Management Co LLC
Provenance du réseau au premier degré de Chad Christopher Bolen
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.
296
| Subsidiary | Financial Conglomerates | 296 |
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.
21
| Private Company | Investment Managers | 21 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Chad Christopher Bolen via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
| RAYMOND JAMES FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| BNY MELLON HIGH YIELD STRATEGIES FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree 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 Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Director of Research - Equity Market Strategist Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Undergraduate Degree | |
Raymond James Financial, Inc. (Broker)
 Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Warrington College of Business Administration | College/University | Masters Business Admin Undergraduate Degree | |
| Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| University of Tennessee | College/University | Masters Business Admin Undergraduate Degree | |
| The College of William & Mary | College/University | Undergraduate Degree Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Yale School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Johns Hopkins All Children's Hospital
 Johns Hopkins All Children's Hospital Hospital/Nursing ManagementHealth Services Johns Hopkins All Children's Hospital provides health care services. It offers pediatric treatment, education, research and advocacy in child health. The company was founded in 1926 and is headquartered in St. Petersburg, FL. | Hospital/Nursing Management | Chairman | |
| EMBRAER S.A. | Aerospace & Defense | Public Communications Contact | |
| ALON USA ENERGY, INC. | Oil Refining/Marketing | Investor Relations Contact | |
Ares Secondaries Group
 Ares Secondaries Group Investment ManagersFinance Ares Secondaries Group (Ares Secondaries) is a private equity subsidiary of Ares Holdings LP founded in 1989 by Brent R.Nicklas. The firm is headquartered in Simsbury, Connecticut. | Investment Managers | Private Equity Investor | |
| Coller Capital, Inc. | Investment Managers | Private Equity Investor | |
| Lehigh University | College/University | Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
| University of South Florida | College/University | Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| Gordon College | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 48 |
| France | 2 |
| Brésil | 2 |
Sectorielle
| Consumer Services | 28 |
| Finance | 19 |
| Miscellaneous | 2 |
| Health Services | 2 |
| Electronic Technology | 2 |
Opérationnelle
| Analyst-Equity | 102 |
| Corporate Officer/Principal | 90 |
| Undergraduate Degree | 69 |
| Institutional Sales | 36 |
| Trading-Equity | 33 |
Relations les plus connectées
| Insiders | |
|---|---|
| David Feaster | 14 |
| Louis A. Parks | 13 |
| Hans Mosesmann | 12 |
| Anthony J. Polini | 11 |
| John L. Forney | 10 |
| Steven C. Grant | 9 |
| Eric Green | 9 |
| William Wallace | 9 |
| Mark Charles Lamarre | 9 |
| David J. Long | 9 |
| James Stauss | 8 |
| Steven E. Civera | 8 |
| Howard House | 8 |
| C. Gregory Peters | 8 |
| Bradley Drucker Tesoriero | 7 |
- Bourse
- Insiders
- Chad Christopher Bolen
- Connexions Sociétés
