Zach Penacho
Private Equity Investor chez Valuestreet Equity Partners LLC
Provenance du réseau au premier degré de Zach Penacho
Entité | Type d'entité | Industrie | |
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University of Oregon
66
| College/University | Other Consumer Services | 66 |
Public Company | Miscellaneous Commercial Services | 38 | |
Valuestreet Equity Partners LLC
Valuestreet Equity Partners LLC Investment ManagersFinance Valuestreet Equity Partners LLC (Valuestreet Equity Partners) is a private equity firm founded in 2018 by James Moran. The firm is headquartered in San Diego, California.
5
| Private Company | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Zach Penacho via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity | |
BANTEC, INC. | Aerospace & Defense | Comptroller/Controller/Auditor | |
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 | |
Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. Investment ManagersFinance Ferguson Wellman Capital Management, Inc. (FWCM) is a wealth management firm and SEC-registered investment advisor headquartered in Portland, Oregon. Founded in 1975, FWCM provides advisory services to high-net worth individuals, trusts, estates and charitable organizations, corporations or other business entities, Taft-Hartley plans, foundations, and endowments. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
JMP Securities LLC
JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Director of Research - Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Director of Finance/CFO | |
The University of Oregon Investment Group
The University of Oregon Investment Group Investment ManagersFinance The University of Oregon Investment Group (UOIG) is the state-owned investment advisor headquartered in Eugene, Oregon. Founded in 1998, UOIG provides students with the opportunity to participate in the operation of an investment management organization. The firm’s overall mission is to enhance their members’ education through learning in-depth equity research processes, valuation techniques, portfolio management, and market analysis. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
San Diego State University | College/University | Director/Board Member Graduate Degree Undergraduate Degree | |
University of Illinois At Urbana–Champaign | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Director/Board Member Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
University of Oregon Foundation
University of Oregon Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Oregon Foundation, a foundation manager and division of the University of Oregon (UO), is headquartered in Eugene, Oregon. The foundation, which was founded in 1922, is a non-profit corporation that administers private gifts made to further the university's mission. Although the Foundation is a separate entity from UO, their sole reason for existence is to partner with the University and serve in their donors' best interests. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Graduate Degree | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Oregon State University Foundation
Oregon State University Foundation Investment Trusts/Mutual FundsMiscellaneous Oregon State University Foundation (OSU Foundation) is a nonprofit organization founded in 1947 by Robert M. Kerr, Edwin B. Aldrich, and E. C. Sammons with the aid of OSC President A. L. Strand. They are governed by a 42-person Board of Trustees. The firm is dedicated to enhancing the mission of Oregon State University which is headquartered in Corvallis, Oregon. OSU Foundation raises funds that support the university's priorities as well as managing an endowment. | Investment Trusts/Mutual Funds | Analyst-Equity | |
Arnerich Massena, Inc.
Arnerich Massena, Inc. Investment ManagersFinance Arnerich Massena, Inc. is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They were acquired by Coldstream Capital Management, Inc. in July 2024. Arnerich Massena provides discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
Jerry's Home Improvement Center
Jerry's Home Improvement Center Wholesale DistributorsDistribution Services Jerry's Home Improvement Center distributes hardware, lumber, and building supplies. The private company is based in Eugene, OR. The CEO of the company is Dennis G. Orem. | Wholesale Distributors | Corporate Officer/Principal | |
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-Equity | |
Levementum LLC
Levementum LLC Information Technology ServicesTechnology Services Levementum LLC designs and develops customer engagement solutions. It offers implementation solutions, integrations, program services, marketing consulting, and performance management. The company was founded by Geoffrey E. Mobisson and E. Douglas Guilbeau in 2006 and is headquartered in Indianapolis, IN. | Information Technology Services | Director/Board Member | |
Pivotal Research Group LLC
Pivotal Research Group LLC Investment ManagersFinance Founded in 2010 by Jeffrey Wlodarczak, Pivotal Research Group LLC is an independent equity research firm located in New York City. The firm focuses on the media and communications sectors including the cable and satellite markets. | Investment Managers | Corporate Officer/Principal | |
Endeavor Health LLC
Endeavor Health LLC Medical/Nursing ServicesHealth Services Northshore University Healthsystem provides healthcare services. The firm offers family, nuclear, pulmonary medicine, plastic surgery and surgical services. It also offers teaching and research programs, and trauma, prenatal and mammography centers. The company was founded in 1891 and is headquartered in Evanston, IL. | Medical/Nursing Services | Corporate Officer/Principal | |
Kelley School of Business | College/University | Undergraduate Degree | |
MEDICINE MAN TECHNOLOGIES, INC. | Agricultural Commodities/Milling | Director of Finance/CFO | |
BATIC INVESTMENTS AND LOGISTICS COMPANY | Trucking | Director/Board Member | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ladenburg Thalmann & Co., Inc. (Broker)
Ladenburg Thalmann & Co., Inc. (Broker) Investment Banks/BrokersFinance Ladenburg Thalmann & Co., Inc. (Broker) is the broker/dealer division of Ladenburg Thalmann & Co., Inc., ultimately held by Advisor Group Holdings, Inc. Headquartered in New York City, the firm was founded in 1876 and offers a full suite of capital markets products and services, including proprietary equity research and a fixed-income trading desk. For institutional asset management clients, the firm provides liquidity, execution, high-quality idea-generating research, and access to corporate management teams. Their institutional coverage includes relationships with over asset management companies all over the world. To corporate clients, they bring access to investor capital, broad distribution capabilities and financial markets advisory. Ladenburg Thalmann is a leader in financing growing middle-market public companies across various industry verticals, including Healthcare & Life Sciences, Yield-Oriented Securities (BDCs, REITs, MLPs), Energy, Power & Infrastructure, and Telecom, Media & Technology. | Investment Banks/Brokers | Analyst-Equity | |
University of Lisbon | College/University | Undergraduate Degree | |
The University of California, San Francisco | College/University | Doctorate Degree | |
Portland State University | College/University | Undergraduate Degree | |
COIMA RES S.P.A. SIIQ | Real Estate Investment Trusts | Director/Board Member | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Seaport Global Securities LLC
Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Analyst-Equity | |
PSYC CORPORATION | Packaged Software | Investor Relations Contact | |
InstantAction LLC
InstantAction LLC Packaged SoftwareTechnology Services Part of IAC, Inc., InstantAction LLC provides Torque software. The company is based in Portland, OR. | Packaged Software | Corporate Officer/Principal | |
BANVIT BANDIRMA VITAMINLI YEM SANAYII ANONIM SIRKETI | Agricultural Commodities/Milling | Director/Board Member | |
Qatar Investment Authority
Qatar Investment Authority Financial ConglomeratesFinance Qatar Investment Authority operates as a sovereign wealth fund. The firm offers investment approach, investment framework, investment process and managing risk services. The company was founded in 2000 and is headquartered in Doha, Qatar. | Financial Conglomerates | Corporate Officer/Principal | |
Qatar Holding LLC
Qatar Holding LLC Investment ManagersFinance Qatar Holding LLC (Qatar Holding) is a private equity subsidiary of Qatar Investment Authority founded in 2016. The firm is headquartered in Dhoha, Qatar. | Investment Managers | Corporate Officer/Principal | |
Pentagon Federal Credit Union
Pentagon Federal Credit Union Savings BanksFinance Pentagon Federal Credit Union provides financial services. It offers mortgages, credit card center, auto loans, home center, other loans, calculator, checking, and savings. The company was founded on March 25, 1935 and is headquartered in Alexandria, VA. | Savings Banks | Consultant / Advisor | |
Hitachi Consulting Corp.
Hitachi Consulting Corp. Miscellaneous Commercial ServicesCommercial Services Hitachi Consulting Corp. provides business and Information Technology consulting services to the aerospace, communications, industrial and financial sectors. It offers solutions for strategy, organization, business intelligence, performance management, corporate management, strategic technologies and outsourced product development. The company was founded in 2000 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 41 |
Qatar | 3 |
Royaume-Uni | 2 |
Arabie Saoudite | 2 |
Portugal | 2 |
Sectorielle
Finance | 20 |
Consumer Services | 14 |
Technology Services | 5 |
Commercial Services | 4 |
Miscellaneous | 3 |
Opérationnelle
Corporate Officer/Principal | 127 |
Director/Board Member | 95 |
Undergraduate Degree | 86 |
Analyst-Equity | 42 |
Chief Executive Officer | 23 |
Relations les plus connectées
Insiders | |
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Hugh Sawyer | 26 |
Stephen Goldsmith | 22 |
George Ellis | 21 |
Cynthia Nustad | 17 |
Debra Zumwalt | 14 |
Lawrence Hagenbuch | 13 |
Randy Hendricks | 12 |
Charles DuBose Ausley | 11 |
Gregory K. Park | 10 |
Patrick Joseph Kilkenny | 10 |
Nathan Dowden | 9 |
Andrew Nealon | 8 |
Richard C. Wyman | 8 |
Aubree Barnum | 8 |
Cameron Forni | 7 |
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