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.
Andrew Rosivach
Bill Carcache
Shreyas Patil
Chris Parkinson
Dylan Nassano
Nicholas Welsch-Lehmann
Analyst-Equity
Corporate Officer/Principal
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Cowen & Co. LLC
Cowen & Co. LLC
Investment Banks/BrokersFinance
Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.
Liz Pate
Doug Schenkel
Sam Margolin
Zach Morrissey
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker)
Investment Banks/BrokersFinance
Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.
Gregory Robert Badishkanian
Fred Wightman
Catherine Lee
Zach Morrissey
Margaret-May Binshtok
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc.
Investment Banks/BrokersFinance
Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.
Yin Luo
Rod Lache
Nigel Coe
Myles Walton
Keith Stanley
Javed Jussa
Shreyas Patil
Hallie Martin
Sheng Wang
Deepak Mathivanan
David M. Elledge
Dylan Nassano
Gaurav Rohal
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Market Strategist
Market Strategist
Analyst-Equity
Market Strategist
Analyst-Equity
Corporate Officer/Principal
UBS Securities LLC
UBS Securities LLC
Investment Banks/BrokersFinance
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.
Myles Walton
Timna Beth Tanners
Justin Lake
Chip Miller
Michael Maugeri
Gregory Dahlberg
Analyst-Equity
Analyst-Equity
Analyst-Equity
Market Strategist
Corporate Officer/Principal
Analyst-Equity
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.
Liz Pate
Alex Zukin
Allan Verkhovski
Analyst-Equity
Analyst-Equity
Analyst-Equity
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP
Investment Banks/BrokersFinance
Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.
Liz Pate
Deepak Mathivanan
Logan Angress
Analyst-Equity
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.
Justin Lake
Bill Carcache
Chip Miller
Analyst-Equity
Analyst-Equity
Analyst-Equity
Berenberg Capital Markets LLC
Berenberg Capital Markets LLC
Investment Banks/BrokersFinance
Berenberg Capital Markets LLC (BCM) is a broker-dealer firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of Berenberg Americas LLC, ultimately held by Joh. Berenberg, Gossler & Co. KG in Germany. BCM provides equity execution services to institutional and corporate clients.
Gal Munda
Andy Chen
Joshua Tilton
Keegan Carl
Nicole Dale
Ally Yaseen
Will Vu
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Investment Banks/BrokersFinance
Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).
Steve Fleishman
Timna Beth Tanners
Steven Chubak
David Paz
Sharon Leung
Devin Brisco
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Wells Fargo Securities LLC
Wells Fargo Securities LLC
Investment Banks/BrokersFinance
Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
Paul Przybylski
Truman Patterson
Brad Hewitt
Trevor Allinson
Eric Katz
Allan Verkhovski
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Corporate Officer/Principal
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.
Andrew Rosivach
Erin Weed
Andrew Estes
Cole Bardawill
Brendan O’Brien
Analyst-Equity
Analyst-Equity
Analyst-Equity
Analyst-Equity
Corporate Officer/Principal
Keith Stanley
Fred Wightman
Michael P. Sullivan
Michael Maugeri
Michael Anagnostakis
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Edward Mark Wolfe
Doug Schenkel
Darrin Peller
Shreyas Patil
Ronald Song
Undergraduate Degree
Undergraduate Degree
Masters Business Admin
Undergraduate Degree
Undergraduate Degree
Adam Calingasan
Steven Chubak
Jesse Bigelow
Joshua Tilton
Masters Business Admin
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Steve Fleishman
Adam Calingasan
Darrin Peller
Devin Brisco
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Andrew Rosivach
Deepak Mathivanan
Ivan Yi
Andy Chen
Undergraduate Degree
Masters Business Admin
Undergraduate Degree
Doctorate Degree
Instinet LLC
Instinet LLC
Investment Banks/BrokersFinance
Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.
Bill Carcache
Steven Chubak
Sharon Leung
Analyst-Equity
Analyst-Equity
Analyst-Equity
Timna Beth Tanners
Doug Schenkel
Ivan Yi
Masters Business Admin
Masters Business Admin
Masters Business Admin
Michael K. Polark
Michael O’Brien
John Petrozzi
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Rod Lache
Justin Lake
Chris Senyek
Undergraduate Degree
Masters Business Admin
Masters Business Admin
Nomura Securities International, Inc.
Nomura Securities International, Inc.
Investment Banks/BrokersFinance
Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors.
Bill Carcache
Steven Chubak
Sharon Leung
Analyst-Equity
Analyst-Equity
Analyst-Equity
Bill Carcache
Scott Wurtzel
Ryan Krieger
Masters Business Admin
Undergraduate Degree
Undergraduate Degree
CIBC World Markets, Inc.
CIBC World Markets, Inc.
Investment Banks/BrokersFinance
CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.
Yin Luo
Alex Zukin
Analyst-Equity
Analyst-Equity
BofA Securities, Inc.
BofA Securities, Inc.
Investment Banks/BrokersFinance
BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.
Timna Beth Tanners
Devin Brisco
Analyst-Equity
Analyst-Equity
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.
Nigel Coe
Myles Walton
Analyst-Equity
Analyst-Equity
AllianceBernstein LP
AllianceBernstein LP
Investment ManagersFinance
AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.
Rob Ginsberg
Larry Chen
Portfolio Manager-Equities
Analyst-Equity
Matt DeRosa
Divyansh Gaur
Undergraduate Degree
Undergraduate Degree
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.
Michael K. Polark
Trevor Allinson
Analyst-Equity
Corporate Officer/Principal
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.
Edward Mark Wolfe
Rob Ginsberg
Graduate Degree
Masters Business Admin
Myles Walton
Sheng Wang
Doctorate Degree
Graduate Degree
Ryan Krieger
Paul Obrecht
Masters Business Admin
Undergraduate Degree
Sam Margolin
Sharon Leung
Undergraduate Degree
Undergraduate Degree
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.
Paul Przybylski
Truman Patterson
Analyst-Equity
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.
Scott Wurtzel
Michael Anagnostakis
Analyst-Equity
Analyst-Equity
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.
Darrin Peller
Deepak Mathivanan
Analyst-Equity
Analyst-Equity
Evalueserve, Inc.
Evalueserve, Inc.
Information Technology ServicesTechnology Services
Evalueserve, Inc. is a global provider of AI-enhanced managed services. Its solutions uniquely combine expert services with domain-specific AI and have been recognized by analysts such as Forrester and Chartis. Evalueserve’s solutions include data analytics, insights & advisory, intellectual property & R&D, investment banking services, lending services, private equity services, and risk & compliance. These solutions are powered by Evalueserve’s modular AIRA (AI for Research and Analytics) ecosystem, which includes domain-specific accelerators, products, and platforms. Evalueserve experts use these tools to reduce time to value and integrated new solutions into existing workflows. Notable products and platforms include Insightsfirst, Insightloupe, Publishwise, Spreadsmart, and Compsbuilder. The company supports three categories of firms: financial services, corporates, and professional services. Specifically, this includes Investment Banks, Corporate & Commercial Banks, Asset & Wealth Management Firms, Private Equity & Venture Capital Firms, Index Providers, Technology & Telecom, Life Sciences & Healthcare, Manufacturing & Industrial Goods, Energy, Chemicals, CPG & Retail, Logistics & Transportation, Professional Service Firms, Consultancy & Advisory Firms, Legal Firms, Real Estate Firms, Education & EdTech Firms. The company was founded by Alok Aggarwal & Marc Vollenweider in 2000 and is headquartered in Raleigh, NC.
Michael Maugeri
Wesley Mattox
Corporate Officer/Principal
Corporate Officer/Principal
Autonomous Research US LP
Autonomous Research US LP
Investment ManagersFinance
Autonomous Research US LP is an investment research firm located in New York City. The firm is a subsidiary of Autonomous Research LLP. The firm provides coverage of all major European banks and insurers and US banks, asset managers and payment processors. The company publishes research for both equity and credit investors. The company also offers execution service across the capital structure.
Steven Chubak
Sharon Leung
Analyst-Equity
Corporate Officer/Principal
KPMG LLP
KPMG LLP
Miscellaneous Commercial ServicesCommercial Services
KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.
Yin Luo
Adam Calingasan
Corporate Officer/Principal
Corporate Officer/Principal
Mizuho Securities USA LLC
Mizuho Securities USA LLC
Investment Banks/BrokersFinance
Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.
Chris Parkinson
Dylan Nassano
Analyst-Equity
Analyst-Equity
Arsenije Matovic
Burke Sansiviero
Graduate Degree
Undergraduate Degree
Tim Anderson
Chip Miller
Doctorate Degree
Masters Business Admin
Macquarie Capital Markets Canada Ltd.
Macquarie Capital Markets Canada Ltd.
Investment Banks/BrokersFinance
Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks.
Yin Luo
Javed Jussa
Analyst-Equity
Analyst-Equity