Alexis Roberts
Chief Operating Officer at Alexis Investment Partners LLC
Network origin in Alexis Roberts first degree
Entity | Entity type | Industry | |
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Lehigh University
40
| College/University | Other Consumer Services | 40 |
Alexis Investment Partners LLC
Alexis Investment Partners LLC Investment ManagersFinance Alexis Investment Partners LLC (AIP) is an independent, SEC-registered investment advisor headquartered in Montgomery, Texas. The firm was founded by Montgomery, Texas. AIP provides advisory services primarily to individuals and to high net worth individuals, which includes their trusts, estates, and retirement accounts. They also provide services to corporations or business entities and their pension and profit-sharing plans.
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| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alexis Roberts via their personal network
Company | Sector | Related people | Main position |
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BECTON, DICKINSON AND COMPANY | Medical Specialties | Chief Executive Officer | |
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 | |
MERCK & CO., INC. | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
STIFEL FINANCIAL CORP. | Investment Managers | Private Equity Investor | |
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Analyst-Fixed Income | |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Corporate Officer/Principal | |
Shikiar Asset Management, Inc.
Shikiar Asset Management, Inc. Investment ManagersFinance Shikiar Asset Management, Inc. (Shikiar) is an independent registered investment advisor and wealth manager headquartered in New York City. The firm was founded by Stuart Shikiar in 1995. Shikiar provides portfolio management services to high net worth individuals, families, corporations, trusts, foundations and tax-exempt portfolios. | Investment Managers | Analyst-Equity | |
BNP Paribas Securities Corp.
BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Analyst-Equity | |
A.G.P. / Alliance Global Partners Corp.
A.G.P. / Alliance Global Partners Corp. Investment Banks/BrokersFinance A.G.P. / Alliance Global Partners Corp. (AGP) is a FINRA-registered broker-dealer headquartered in Westport, Connecticut. Formerly known as Euro Pacific Capital, Inc., the firm was founded by Peter Schiff in 1997 and is a subsidiary of Alliance Global LLC. AGP provides prime brokerage services to hedge funds, family offices, professional traders and top tier small/mid-cap investment funds. It offers multi-clearing, cloud based, high-touch client service solutions tailored to each client’s business needs. | Investment Banks/Brokers | 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. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
The Governor & Company of the Bank of Ireland
The Governor & Company of the Bank of Ireland Major BanksFinance Bank of Ireland provides banking and financial services. It operates through the following segments: Retail Ireland, Bank of Ireland Life, Retail UK, Corporate & Treasury and Group Centre and Other. The Retail Ireland segment offers a comprehensive range of banking products and related financial services to the personal and business markets including deposits, mortgages, consumer and business lending, credit cards, current accounts, money transmission services, commercial finance, asset finance and general insurance. It serves customers through a distribution network of branches, central support teams, ATMs and through direct channels. The Bank of Ireland Life segment includes the wholly owned subsidiary, New Ireland Assurance Co., through which the group offers a wide range of pension and life products, including life assurance, life protection, pensions and investment products to the Irish market. The Retail UK segment comprises consumer and business banking via a branch network in Northern Ireland, its UK residential mortgage business, and the business partnerships with the UK Post Office. The Corporate & Treasury segment comprises the group's corporate banking and global markets activities across the Republic of Ireland, UK and international jurisdictions. The Group Centre and Other segment is responsible for delivering services to each division and includes group manufacturing, group finance, group credit and market risk, group governance risk, and group human resources. The company was founded in 1783 and is headquartered in Dublin, Ireland. | Major Banks | Private Equity Analyst | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal | |
Riverside Partners LLC (New York)
Riverside Partners LLC (New York) Investment ManagersFinance Riverside Partners LLC /New York/ (Riverside Partners) is a private equity firm founded in 1988 by Bela Szigethy. The firm is headquartered in Boston, Massachusetts with additional offices across the globe. | Investment Managers | Compliance Officer | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | |
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Investment Managers | Analyst-Equity | |
Creighton University | College/University | Doctorate Degree | |
Villanova University | College/University | Graduate Degree | |
Shandong Luye Pharmaceutical Co., Ltd.
Shandong Luye Pharmaceutical Co., Ltd. BiotechnologyHealth Technology Shandong Luye Pharmaceutical Co., Ltd. researches, develops, produces, and sells pharmaceutical drugs. The company was founded on June 8, 1994 and is headquartered in Yantai, China. | Biotechnology | Corporate Officer/Principal | |
Southeast University | College/University | Undergraduate Degree | |
Zhejiang University | College/University | Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Analyst-Equity | |
Newlight Partners LP
Newlight Partners LP Investment ManagersFinance Newlight Partners LP (Newlight Partners) is a private equity firm founded in 2018. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Fort Point Capital LLC
Fort Point Capital LLC Investment ManagersFinance Fort Point Capital LLC (Fort Point Capital) is a private equity firm founded in 2009 by Brooke Ablon, Paul Lipson and James Spencer. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Verity Research LLC
Verity Research LLC Investment ManagersFinance Verity Research LLC provides investment research. The private company is based in Boston, MA and was founded in 2019. | Investment Managers | Analyst-Equity | |
Ardian US LLC
Ardian US LLC Investment ManagersFinance Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
Sanofi US Services, Inc.
Sanofi US Services, Inc. Pharmaceuticals: MajorHealth Technology Part of Sanofi, Sanofi US Services, Inc. engages in the research, production and distribution of pharmaceutical products. The company is based in Bridgewater, NJ. | Pharmaceuticals: Major | Chief Tech/Sci/R&D Officer | |
OceanSound Partners LP
OceanSound Partners LP Investment ManagersFinance OceanSound Partners LP (Oceansound Partners) is a private equity firm founded in 2018 by Joe Benavides, Jeff Kelly, and Theodore Coons. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
ALPHAMAB ONCOLOGY | Biotechnology | Chief Tech/Sci/R&D Officer | |
Nephron Research LLC
Nephron Research LLC Investment ManagersFinance Nephron Research LLC provides investment research. The private company is based in New York, NY. | Investment Managers | Analyst-Equity | |
Silver Lake Management Co. LLC
Silver Lake Management Co. LLC Investment ManagersFinance Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore. | Investment Managers | Private Equity Analyst | |
Lionpoint Group LLC
Lionpoint Group LLC Miscellaneous Commercial ServicesCommercial Services Lionpoint Group LLC provides strategy, technology and operations consulting services to alternative investment managers, investors and advisors. The company was founded by Nick Moore and Jonathan Balkin in 2014 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Brookfield Asset Management /US/ | Investment Managers | Consultant / Advisor | |
RMA Group, Inc. (California)
RMA Group, Inc. (California) Miscellaneous Commercial ServicesCommercial Services RMA Group, Inc. is a leading provider of professional services in environmental consulting, geosciences, and materials testing and inspection for critical public and private infrastructure assets. RMA Group, Inc. is based in Glendale, CA and has subsidiaries in the United States. The company's team of engineers, geologists, inspectors, and technicians help infrastructure asset owners, engineering firms, and construction companies maintain compliance with strict regulatory and operating requirements through a range of geotechnical, environmental, and materials testing services. The company was founded in 1962 by E. Duane Lyon and Richard Mills. The CEO is Ruben Babayan. | Miscellaneous Commercial Services | Director/Board Member | |
Cash Flow Management, Inc.
Cash Flow Management, Inc. Packaged SoftwareTechnology Services Cash Flow Management, Inc. manufactures software providers and cash automation hardware. Its technology include CFM S4, iQ, NORM, RTA, and hardware certification. The company was founded by Nathan Moore and J. C. Chen in 2006 and is headquartered in Chandler, AZ. | Packaged Software | Director/Board Member | |
Archetype Management LLC
Archetype Management LLC Investment ManagersFinance Archetype Management LLC (Archetype Management) is a venture capital firm founded in 2021 by Ash Egan. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Dymedex Consulting LLC
Dymedex Consulting LLC Miscellaneous Commercial ServicesCommercial Services Dymedex Consulting LLC provides market development consulting services. It specializes in market analysis, strategic consulting and corporate integration. The company was founded in 2007 by Joseph Galatowitsch and Ross Meisner and is headquartered in St. Paul, MN. | Miscellaneous Commercial Services | Consultant / Advisor | |
Guggenheim Securities LLC (Research)
Guggenheim Securities LLC (Research) Investment ManagersFinance Guggenheim Securities LLC (Research) (Guggenheim Securities-RE) is the investment research division of Guggenheim Securities LLC, a financial services firm headquartered in New York City. The firm is a subsidiary of Links Holdings LLC, which is owned by Guggenheim Partners LLC. Guggenheim Securities-RE offers equity research for institutional investors in their research focus sectors: Consumer, Energy & Power, Healthcare, and Technology & Media. | Investment Managers | Analyst-Equity | |
Onex Credit Partners LLC
Onex Credit Partners LLC Investment ManagersFinance Onex Credit Partners LLC (Onex Credit) is a SEC-registered investment advisor and hedge fund manager headquartered in Englewood Cliffs, New Jersey. The firm was founded by Michael Gelblat and Stuart Kovensky in 2006 as GK Capital. They are a subsidiary of OMI Partnership Holdings Ltd., which is owned by Onex Corp. (TSE: ONEX) in Canada. Onex Credit serves as an investment manager of and offers advisory services on a discretionary basis to its clients, which include pooled investment vehicles and managed accounts intended for sophisticated investors and institutional investors and structured debt vehicles that consist of collateralized loan obligations (CLOs). | Investment Managers | Analyst-Fixed Income | |
Two Sigma Impact
Two Sigma Impact Investment ManagersFinance Two Sigma Impact (Two Sigma) is a private equity firm a subsidiary of Two Sigma Investments LP founded in 2001 by David Mark Siegel and John Albert Overdeck. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Graycliff Partners LP
Graycliff Partners LP Investment ManagersFinance Graycliff Partners LP (Graycliff Partners) is a private equity firm founded in 1991. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Clinton Investment Management LLC
Clinton Investment Management LLC Investment ManagersFinance Clinton Investment Management LLC (CIM) is an independent wealth management firm and registered investment advisor headquartered in Stamford, Connecticut. The firm was founded by Andrew Clinton in 2007. CIM manages tax-exempt fixed income portfolios in the form of separately managed accounts for wealthy private clients and institutional investors. | Investment Managers | Analyst-Fixed Income | |
Dreamit Ventures LLC
Dreamit Ventures LLC Investment ManagersFinance Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY. | Investment Managers | Private Equity Analyst |
Statistics
International
United States | 44 |
China | 5 |
Ireland | 2 |
Sectoral
Finance | 35 |
Health Technology | 6 |
Consumer Services | 6 |
Commercial Services | 4 |
Technology Services | 2 |
Operational
Undergraduate Degree | 37 |
Director/Board Member | 33 |
Analyst-Equity | 21 |
Private Equity Investor | 12 |
Chairman | 10 |
Most connected contacts
Insiders | |
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Jordan Hitch | 24 |
Vincent Forlenza | 18 |
Mark W. Jaindl | 11 |
Lu Amy Sun | 8 |
Brodi Jackson | 7 |
Henry Smither | 5 |
Jason William Browne | 4 |
Kiernan M. McCloskey | 4 |
Julia Perry | 3 |
Ian Davis | 3 |
Sursock Danny | 3 |
Nick Stern | 3 |
Kyle Fischer | 3 |
Eric Glynn | 3 |
Rene Marin | 2 |
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