Provenance du réseau au premier degré de Monica Chen
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Capstone LLC (Broker)
 Capstone LLC (Broker) Investment ManagersFinance Capstone LLC is a policy analysis and regulatory due diligence research firm headquartered in Washington, DC. The firm was founded by David Barrosse in 2010 and is wholly owned by the Orion Group LLC. Capstone helps corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. The firm explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. They work with a diverse group of corporate and investor clients that produce actionable investment research based on their deep-dive analysis of public policy.
52
| Subsidiary | Investment Managers | 52 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Monica Chen via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
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 | Analyst-Equity | |
State of Wisconsin Investment Board
 State of Wisconsin Investment Board Investment ManagersFinance The State of Wisconsin Investment Board (SWIB) is a state-owned pension fund management firm headquartered in Madison, Wisconsin. SWIB was founded in 1951 and is responsible for managing the assets of the Wisconsin Retirement System (WRS), the State Investment Fund (SIF) and other state trust funds. The WRS includes the Core Retirement Investment Trust Fund (Core Fund) and the Variable Retirement Investment Trust Fund (Variable Fund). | Investment Managers | Corporate Officer/Principal | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
Washington Analysis LLC
 Washington Analysis LLC Investment ManagersFinance Washington Analysis LLC is an institutional research firm headquartered in Washington, DC. The firm was founded in 1973 and is a subsidiary of Accounting Research & Analytics LLC, which is owned by MSCI, Inc. (NYSE: MSCI). Washington Analysis focuses on anticipating and analyzing changes in public policy that will impact the financial markets. Their expertise lies in assessing investment risks and opportunities arising from legislative, judicial and regulatory developments across the sectors most impacted by policy developments including financial services and housing, healthcare, energy (including utilities/FERC, oil & gas, pipelines and renewables), defense, tax, trade and TMT (tech, media and telecommunications). | Investment Managers | Analyst-Equity Analyst-Equity | |
Noble Capital Markets, Inc.
 Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Analyst-Equity | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree | |
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 | Graduate 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 | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| American University | College/University | Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Paul H. Nitze School of Advanced International Studies | College/University | Graduate Degree Graduate Degree | |
Height Analytics LLC
 Height Analytics LLC Investment ManagersFinance Height Analytics LLC is an investment research firm headquartered in Washington, DC. The firm was founded by John Akridge and Andrew Parmentier in 2008 and they are a subsidiary of Height Capital LLC. Height Analytics provides differentiated and comprehensive insights to help clients make key investment and operational decisions. They bring a quantitative and market-centric approach to policy analysis, finding opportunities free of the rigidity of a defined coverage list. | Investment Managers | Analyst-Equity Analyst-Equity | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
| James Madison University | College/University | Undergraduate Degree Undergraduate Degree | |
| Federal Home Loan Mortgage Corp. (Research) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Stephen J.R. Smith School of Business | College/University | Undergraduate Degree | |
| Kenan-Flagler Business School | College/University | Masters Business Admin | |
The American Academy of Actuaries
 The American Academy of Actuaries Miscellaneous Commercial ServicesCommercial Services The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Elliott School of International Affairs | College/University | Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| High Point University | College/University | Undergraduate Degree | |
| Columbia University College of Physicians & Surgeons | College/University | Undergraduate Degree | |
| The University of Chicago Law School | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| A.B. Freeman School of Business | College/University | Undergraduate Degree | |
DC Energy LLC
 DC Energy LLC Investment Trusts/Mutual FundsMiscellaneous DC Energy LLC engages in generating electricity. The firm develops efficient and reliable energy markets – for the exchange of both real energy products and corresponding financial energy contracts. The company was founded by in and is headquartered in Vienna, VA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| George Mason University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Virginia Commonwealth University | College/University | Graduate Degree | |
| University College London | College/University | Graduate Degree | |
| Baruch College | College/University | Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree | |
| Florida Atlantic University | College/University | Graduate Degree | |
| United States Senate | General Government | Corporate Officer/Principal | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| Boston College | College/University | Undergraduate Degree | |
| United States Naval Academy | College/University | Undergraduate Degree | |
Hollyport Capital LLP
 Hollyport Capital LLP Investment ManagersFinance Hollyport Capital LLP (Hollyport Capital) is an independent private equity firm founded in 2006 by John Carter. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Analyst | |
Capstone Research Ltd.
 Capstone Research Ltd. Investment ManagersFinance Capstone Research Ltd. is the UK-based investment research arm of Capstone LLC, a registered broker/dealer in the US. The firm was founded in 2016 and is headquartered in London. Capstone Research is a global, policy-driven firm that helps corporations and investors navigate local, national, and international policy and regulatory landscapes. Their analysts conduct deep-dive policy research to uncover differentiated strategies. | Investment Managers | Analyst-Equity | |
| Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| Haverford College | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 47 |
| Canada | 3 |
| Royaume-Uni | 3 |
Sectorielle
| Consumer Services | 33 |
| Finance | 15 |
| Government | 3 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Opérationnelle
| Analyst-Equity | 58 |
| Undergraduate Degree | 35 |
| Corporate Officer/Principal | 8 |
| Graduate Degree | 8 |
| Director of Research - Equity | 4 |
Relations les plus connectées
| Insiders | |
|---|---|
| Cory Palmer | 5 |
| John Donnelly | 5 |
| Yoni Yadgaran | 5 |
| Max Reale | 4 |
| Eric Scheriff | 4 |
| Josh Price | 4 |
| Laura Hobbs | 4 |
| Matt Wiederrecht | 3 |
| Alec Vaughn | 3 |
| Alec Vaughan | 3 |
| Jack Dearing | 3 |
| Keegan Ferguson | 3 |
| Elena McGovern | 3 |
| Charlie Nocker | 3 |
| Samuel Owen | 3 |
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