Thomas Packert
Analyst-Equity chez INVENIO WEALTH PARTNERS LLC
Provenance du réseau au premier degré de Thomas Packert
Entité | Type d'entité | Industrie | |
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Wake Forest University
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| College/University | Other Consumer Services | 17 |
INVENIO WEALTH PARTNERS LLC
INVENIO WEALTH PARTNERS LLC Investment ManagersFinance Invenio Wealth Partners LLC provides investment advice. The private company is based in Coral Gables, FL. The company was founded in 2022 by Joseph A. Fernández, Christina B. Hudson. Joseph A. Fernández has been the CEO since 2022.
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| Private Company | Investment Managers | 2 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Thomas Packert via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Ganz Capital Management, Inc.
Ganz Capital Management, Inc. Investment ManagersFinance Part of The Bank of New York Mellon Corp., Ganz Capital Management, Inc. is an investment advisory services company. The company is based in Miami, FL. Ganz Capital Management was acquired by Mellon Financial Corp. on May 20, 1997. | Investment Managers | Corporate Officer/Principal | |
DISH NETWORK CORPORATION | Cable/Satellite TV | Founder | |
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 | Analyst-Equity | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | 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 | Economist | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Kingfish Group Inc
The Kingfish Group Inc Investment ManagersFinance The Kingfish Group, Inc (The Kingfish Group) is a private equity firm founded in 2004 by Jonathan Goldenstein and Christian Dubiel . The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
ECHOSTAR CORPORATION | Specialty Telecommunications | Director/Board Member | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
LLR Management, LP.
LLR Management, LP. Investment ManagersFinance LLR Management, LP is a private equity firm founded in the year 1999 by Howard Ross, Ira Mark Lubert and Seth Lehr. The firm headquartered in Philadelphia, Pennsylvania. | Investment Managers | Private Equity Analyst | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
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 | Corporate Officer/Principal | |
Barry University | College/University | 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 | |
Wofford College | College/University | Undergraduate Degree | |
Children's Hospital Colorado
Children's Hospital Colorado Hospital/Nursing ManagementHealth Services Children's Hospital Colorado provides healthcare services. It offers dental, cancer and blood disorders, eye, heart, orthopedic, and weight management services. The company was founded in 1897 and is headquartered in Denver, CO. | Hospital/Nursing Management | Director/Board Member | |
Aquiline Capital Partners LLC
Aquiline Capital Partners LLC Investment ManagersFinance Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Winston-Salem Chamber of Commerce
Winston-Salem Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Winston-Salem Chamber of Commerce is an organization that promotes business and economic development in Winston-Salem, NC. The non-profit company provides resources for entrepreneurs to start and grow their businesses in the area. Mark E. Owens has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Private Equity Investor | |
The Children's Hospital Foundation of Denver | Director/Board Member | ||
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Fullsteam Holdings LLC
Fullsteam Holdings LLC Financial ConglomeratesFinance Fullsteam Holdings LLC develops software for managing financial databases and financial transactions.. The company was founded in 2018 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
RecordXTechnologies LLC
RecordXTechnologies LLC Packaged SoftwareTechnology Services RecordXTechnologies LLC engages in the provision of records retrieval services. The firm offers records retrieval, records analysis, and discovery tools. It focuses on retrieving medical records and other documents for insurance carriers that have to verify claim benefits or as supporting evidence for law firms. The company was founded in 1975 and is headquartered in Houston, TX. | Packaged Software | Director/Board Member | |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal | |
ABC Legal Services, LLC
ABC Legal Services, LLC Miscellaneous Commercial ServicesCommercial Services ABC Legal Services, Inc. provides legal services. It offers service of process, electronic filing, investigations, managing compliance risk and mobile app for process servers. The company was founded by Barbara Carrigan, Andy Carrigan in 1981 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
SunTrust Bank (Richmond Branch)
SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
FIRSTSUN CAPITAL BANCORP | Major Banks | Director/Board Member | |
Olayan America Corp. (Investment Management)
Olayan America Corp. (Investment Management) Investment ManagersFinance Olayan America Corp. (Investment Management) (OA-IM) is the investment management division of Olayan America Corp., an investment company headquartered in New York City. The firm was founded in 1971 and is a subsidiary of The Olayan Group (the Group), ultimately owned by Olayan International Ltd. in British Virgin Islands. OA-IM monitors investments originating primarily in North, Central, and South America and provides advisory services to the Group. | Investment Managers | Analyst-Equity | |
Third Bridge (US), Inc.
Third Bridge (US), Inc. Investment ManagersFinance Third Bridge (US), Inc. is a independent financial research company. It provides private equity firms, hedge funds, and strategy consultants. The company is headquartered in New York, NY. | Investment Managers | Analyst-Equity | |
Peak Rock Capital LLC
Peak Rock Capital LLC Investment ManagersFinance Peak Rock Capital LLC (Peak Rock Capital) is a private equity firm founded in 2012. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Analyst | |
AUA Private Equity Partners LLC
AUA Private Equity Partners LLC Investment ManagersFinance AUA Private Equity Partners LLC (AUA Private Equity) is a private equity founded in 1998 by Andrew Unanue. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Analyst | |
Humble Management LLC
Humble Management LLC Investment ManagersFinance Humble Management LLC (Humble Growth) is a venture capital firm founded in 2022 by Peter Rahal, Nick Giannuzzi, and Dr. Andrew Abraham. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Analyst |
Statistiques
Internationale
Etats-Unis | 32 |
Royaume-Uni | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 5 |
Commercial Services | 3 |
Communications | 2 |
Health Services | 2 |
Opérationnelle
Undergraduate Degree | 16 |
Director/Board Member | 10 |
Analyst-Equity | 8 |
Private Equity Analyst | 8 |
Corporate Officer/Principal | 7 |
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