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.
Bryan Kraft
Brad Zelnick
Miles Highsmith
Andrew St. Pierre
Edward L. Morse
Dominic Konstam
Analyst-Equity
Analyst-Equity
Analyst-Fixed Income
Corporate Officer/Principal
Analyst-Equity
Analyst-Fixed Income
General Electric Capital Corp.
General Electric Capital Corp.
Finance/Rental/LeasingFinance
General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1932 and is headquartered in Boston, MA.
Ryan G. Talbot
Corporate Officer/Principal
Carnegie Mellon University
Carnegie Mellon University
Other Consumer ServicesConsumer Services
Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.
Karthik Nagalingam
Alex Chao
Undergraduate Degree
Undergraduate Degree
BNP Paribas (New York Branch)
BNP Paribas (New York Branch)
Investment ManagersFinance
BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY.
Eugene Belostotsky
Corporate Officer/Principal
Truist Securities, Inc.
Truist Securities, Inc.
Investment Banks/BrokersFinance
Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.
Imron Zafar
Nate Svensson
Analyst-Equity
Analyst-Equity
JPMorgan Securities LLC
JPMorgan Securities LLC
Investment Banks/BrokersFinance
JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.
Ed Reardon
Sameer Kalucha
Tiffany Kanaga
Eugene Belostotsky
Christopher Barnes
Daniel Byun
Analyst-Fixed Income
Analyst-Equity
Analyst-Equity
Corporate Officer/Principal
Corporate Officer/Principal
Analyst-Equity
Guggenheim Securities LLC
Guggenheim Securities LLC
Investment Banks/BrokersFinance
Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.
Sameer Kalucha
Emmanuel Rosner
Edison Yu
Analyst-Equity
Analyst-Equity
Analyst-Equity
NatWest Markets Securities, Inc.
NatWest Markets Securities, Inc.
Investment Banks/BrokersFinance
Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.
Eugene Belostotsky
Corporate Officer/Principal
Puma Capital LLC
Puma Capital LLC
Investment Banks/BrokersFinance
Puma Capital LLC provides stock brokerage and dealership services focusing on mid, small, and micro-capitalization over-the-counter securities. It offers distressed and special situation, foreign, and domestic over the counter equities brokerage services. The company was founded by Steven David Kosson in 2008 and is headquartered in Purchase, NY.
Hillary Cacanando
Corporate Officer/Principal
Justin Weidner
Nate Svensson
Undergraduate Degree
Undergraduate Degree
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.
Imron Zafar
Brad Zelnick
Yaron Kinar
William Eric Ollom
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Fixed Income
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.
Nicole DeBlase
Emmanuel Rosner
Andrew Casella
Damien P. McGough
Alex Chao
Analyst-Equity
Analyst-Equity
Corporate Officer/Principal
Corporate Officer/Principal
Corporate Officer/Principal
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.
Sameer Kalucha
Justin Bowers
Jin Ahn
Christopher R. LaBerge
Ryan G. Talbot
Benjamin Soff
Masters Business Admin
Graduate Degree
Corporate Officer/Principal
Undergraduate Degree
Masters Business Admin
Undergraduate Degree
Brad Zelnick
Steve Powers
Stuart Novick
Yaron Kinar
Shawn M. Collins
Amy Yang
Undergraduate Degree
Masters Business Admin
Masters Business Admin
Masters Business Admin
Masters Business Admin
Graduate Degree
Bryan Kraft
Nicholas Joseph
Edison Yu
Shivani Sood
William Cadigan
Masters Business Admin
Masters Business Admin
Undergraduate Degree
Masters Business Admin
Masters Business Admin
Oleg Melentyev
Emmanuel Korchman
Matthew Niknam
Virginia Pacheco Costa
Hillary Cacanando
Masters Business Admin
Undergraduate Degree
Undergraduate Degree
Masters Business Admin
Masters Business Admin
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.
Sameer Kalucha
Emmanuel Rosner
Edward L. Morse
Sebastian Brown
Analyst-Equity
Analyst-Equity
Analyst-Fixed Income
Analyst-Equity
George Hill
Greg Schweitzer
Vlad Rudnytsky
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
RBC Capital Markets LLC
RBC Capital Markets LLC
Investment Banks/BrokersFinance
RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.
George Hill
Miles Highsmith
Shawn M. Collins
Analyst-Equity
Analyst-Fixed Income
Analyst-Equity
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC
Financial ConglomeratesFinance
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.
Matthew Niknam
Yaron Kinar
Andrew Casella
Analyst-Equity
Analyst-Equity
Corporate Officer/Principal
Andrea Andric
Daniel Byun
Kieran Ryan
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Chris Wetherbee
Nicole DeBlase
Undergraduate Degree
Undergraduate Degree
Fordham University
Fordham University
Other Consumer ServicesConsumer Services
Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.
Chris Wetherbee
Ryan Dowling
Masters Business Admin
Undergraduate Degree
David Huang
Nathan Stein
Graduate Degree
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.
Miles Highsmith
Nate Svensson
Masters Business Admin
Graduate Degree
Bernard von-Gizycki
Kate Lyness
Undergraduate Degree
Undergraduate Degree
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker)
Investment Banks/BrokersFinance
Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.
Christopher Barnes
Shivani Sood
Analyst-Equity
Analyst-Equity
Ian M. Carow
Melissa Weathers
Undergraduate Degree
Undergraduate Degree
CLSA Americas LLC
CLSA Americas LLC
Investment Banks/BrokersFinance
CLSA Americas LLC is a FINRA registered broker-dealer headquartered in New York City. The firm was founded in 2012 and is a wholly owned subsidiary of CLSA Americas Holdings, Inc., which is ultimately owned by CITIC Securities Co., Ltd. (SHA: 600030) in China. CLSA Americas offers a full suite of execution services throughout North America and Latin America.
Emmanuel Rosner
Edison Yu
Analyst-Equity
Analyst-Equity
David Joseph Ventura
John C. Jinishian
Masters Business Admin
Masters Business Admin
Harvard University
Harvard University
Other Consumer ServicesConsumer Services
Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.
Sebastian Brown
Joyce Yang
Undergraduate Degree
Undergraduate Degree
Theodore Cronin
William Cadigan
Undergraduate Degree
Undergraduate Degree
Tiffany Kanaga
Eugene Belostotsky
Undergraduate Degree
Undergraduate Degree
Leerink Partners LLC
Leerink Partners LLC
Investment Banks/BrokersFinance
Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.
George Hill
Justin Bowers
Analyst-Equity
Analyst-Equity
Evercore Group LLC
Evercore Group LLC
Investment Banks/BrokersFinance
Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors.
Bryan Kraft
Edison Yu
Analyst-Equity
Analyst-Equity
Ambika Goel Bhargava
Felipe Alberto Arratia
Undergraduate Degree
Masters Business Admin
Arin Chatterjee
Undergraduate Degree
HSBC Securities (Taiwan) Corp., Ltd.
HSBC Securities (Taiwan) Corp., Ltd.
Investment Banks/BrokersFinance
Part of HSBC Holdings Plc, HSBC Securities (Taiwan) Corp., Ltd. is a Taiwanese company founded in 2006 that offers hsbcnet, a platform with powerful and intuitive tools to maintain secure banking for businesses and individuals. The private company is based in Taipei, Taiwan. The platform provides up-to-date knowledge and insights on the fastest growing markets in the world.
David Huang
Analyst-Equity
Ryan G. Talbot
Graduate Degree
Ryan G. Talbot
Undergraduate Degree
Shannon Doherty
Undergraduate Degree
FIAM LLC
FIAM LLC
Investment ManagersFinance
FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.
Eugene Belostotsky
Corporate Officer/Principal
Cole Charney
Undergraduate Degree