Charlies Raso
Private Equity Analyst at Sverica Capital Management LP
Network origin in Charlies Raso first degree
Entity | Entity type | Industry | |
---|---|---|---|
Bentley University
111
| College/University | Other Consumer Services | 111 |
Sunstone Partners Management LLC
Sunstone Partners Management LLC Investment ManagersFinance Sunstone Partners Management LLC (Sunstone Partners) is a private equity firm founded in 2015 by Gus Alberelli, Mike Biggee, John Moragne and Arneek Multani. The firm is headquartered in San Mateo, California.
13
| Private Company | Investment Managers | 13 |
Sverica Capital Management LP
Sverica Capital Management LP Investment ManagersFinance Sverica Capital Management LP (Sverica Capital Management) is a private equity firm founded in 2001. The firm is headquartered in Boston, Massachusetts.
11
| Holding Company | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlies Raso via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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 Analyst-Equity Analyst-Equity | |
THE HANOVER INSURANCE GROUP, INC. | Property/Casualty Insurance | Director/Board Member Corporate Officer/Principal | |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor Private Equity Investor | |
Charlesbank Capital Partners LLC
Charlesbank Capital Partners LLC Investment ManagersFinance Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Comptroller/Controller/Auditor Public Communications Contact | |
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. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
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 | |
Grimes & Co., Inc.
Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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. | Investment Managers | Corporate Officer/Principal 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 Analyst-Equity | |
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. | College/University | Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
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-Fixed Income | |
Philpott Ball & Werner, Inc.
Philpott Ball & Werner, Inc. Investment Banks/BrokersFinance Philpott Ball & Werner, Inc. provides investment banking services. It specializes in advising middle market companies. The company services include company sales, subsidiary divestitures, mergers, acquisition advisory, fairness opinions, business valuations and strategic alternative studies. Philpott Ball & Werner was founded by George M. Ball on January 4, 1991 and is headquartered in Charlotte, NC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Babson College | College/University | 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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Canaccord Genuity LLC
Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Gorilla Logic LLC
Gorilla Logic LLC Packaged SoftwareTechnology Services Gorilla Logic LLC engages in the provision of software development and consulting services. It specializes in enterprise-scale mobile, web, and cloud applications. The company was founded by Stuart Stern and Ed Schwarz in 2002 and is headquartered in Broomfield, CO. | Packaged Software | Director/Board Member Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Gryphon Networks Corp.
Gryphon Networks Corp. Information Technology ServicesTechnology Services Gryphon Networks Corp. provides cloud-based sales intelligence and marketing compliance software solutions. It collects and analyzes call data from various devices to transform sales activity into actionable sales intelligence. The firm clients include Citi, Starwood, HSBC, HealthMarkets, Lehman Brothers, and Janney. The company was founded by Keith A. Fotta in 1998 and is headquartered in Norwood, MA. | Information Technology Services | Director/Board Member Director/Board Member | |
Fullthrottle Technologies LLC
Fullthrottle Technologies LLC Packaged SoftwareTechnology Services FullThrottle Technologies LLC develops an identity resolution platform for marketing and advertising solutions. The private company is based in West Chester, PA. The company was founded in 2019 by David Regn. David Regn has been the CEO since 2019. | Packaged Software | Director/Board Member Chairman | |
Omeda Holdings LLC
Omeda Holdings LLC Packaged SoftwareTechnology Services Omeda Holdings LLC is a company that operates as a software-as-a-service audience relationship management platform. The company is based in Chicago, IL and has subsidiaries in the United States. The company was founded in 1981 by Aaron B. Oberman, who has been the CEO since 1981. | Packaged Software | Director/Board Member Director/Board Member | |
Sheet Music Plus LLC
Sheet Music Plus LLC Internet Software/ServicesTechnology Services Sheet Music Plus LLC operates as an online music store. The firm offers sheet music, with delivery and trained musicians offering customer service. It features all styles of music, for every talent level and instrument. The company was founded by Nicholas Babchuk in 1996 and is headquartered in Berkeley, CA. | Internet Software/Services | Director/Board Member Director/Board Member | |
Cytracom LLC
Cytracom LLC Major TelecommunicationsCommunications Cytracom LLC engages in the provision of cloud-based voice and messaging solutions. Its products include business phone system, Cytracom apps, business messaging and Iive. The company was founded by Zane Conkle and Ben Booth in 2008 and is headquartered in Allen, TX. | Major Telecommunications | Director/Board Member Director/Board Member | |
7Summits LLC
7Summits LLC Miscellaneous Commercial ServicesCommercial Services 7Summits LLC engages in the provision of social business consulting and agency services. It offers deep expertise in social business strategy, community experience design, platform development and integration, as well as community activation. The company was founded by Paul Stillmank and RJ Reimers in 2009 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance 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. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Stream Companies LLC
Stream Companies LLC Advertising/Marketing ServicesCommercial Services Stream Companies LLC provides advertising and marketing services. It offers digital advertising, web design and development, audio and video protection, social media, inbound marketing, search engine optimization, conversion rate optimization, email marketing, media buying, reputation management, and direct mail services. The firm serves the education, finance, healthcare, manufacturing, and retail industries. The company was founded by David Regn and Jason Brennan in 1996 and is headquartered in Malvern, PA. | Advertising/Marketing Services | Director/Board Member Director/Board Member | |
iWave Information Systems, Inc.
iWave Information Systems, Inc. Packaged SoftwareTechnology Services iWave Information Systems, Inc. develops software for non-profit fundraising. It specializes in prospect research, development, advancement, capital campaign, donor history, data mining, grants, fundraising and donations. The company was founded in 1991 and is headquartered in Charlottetown, Canada. | Packaged Software | Director/Board Member Director/Board Member | |
Stephen M. Ross School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Women's Health USA, Inc.
Women's Health USA, Inc. Miscellaneous Commercial ServicesCommercial Services Women's Health USA, Inc. provides women’s health sector with back room business support services and solutions to streamline operations and grow business. Its services include payer contracting, revenue cycle management, electronic medical records, electronic patient communications, group purchasing, professional liability risk management and compliance, marketing and branding, financial management, human resource, and information technology services. The company was founded was founded by Robert E. Patricelli, Brian Pskowski, and Patrick J. Murphy in 1997 and is headquartered in Avon, CT. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
In Vitro Sciences LLC
In Vitro Sciences LLC Medical/Nursing ServicesHealth Services In Vitro Sciences LLC operates fertility clinics. It offers pricing and payer strategies, revenue cycle management, marketing and branding, human resources, and group purchasing efficiencies services. The company is headquartered in Avon, CT. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Liberty Mutual Insurance Co. (Investment Portfolio)
Liberty Mutual Insurance Co. (Investment Portfolio) Investment ManagersFinance Liberty Mutual Insurance Co. (Investment Portfolio) (Liberty Mutual-IP) is the investment portfolio division of Liberty Mutual Insurance Co., an insurance company headquartered in Boston, Massachusetts. The firm is a subsidiary of Liberty Mutual Group, Inc., ultimately held by Liberty Mutual Holding Co., Inc. Liberty Mutual-IP offers a range of insurance products and services to various clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Inpatient Medical Services, Inc.
Inpatient Medical Services, Inc. Hospital/Nursing ManagementHealth Services Inpatient Medical Services, Inc. provides hospitalist and post-acute care physician services including transitional and complex care management. It offers hospitalist and nocturnist programs, transitional care, orthopedic collaboration and surgical clearance, emergent consultation, co-medical management, and pre-admission testing services. The company was founded by Craig Stevens, Paul T. Pennza, Michael N. Huber, John Shin, Robert J. Schaal, and Greg Ferner and is headquartered in Fairlawn, OH. | Hospital/Nursing Management | Director/Board Member Director/Board Member |
Statistics
International
United States | 36 |
Canada | 3 |
Sectoral
Finance | 17 |
Consumer Services | 9 |
Technology Services | 8 |
Commercial Services | 4 |
Health Services | 3 |
Operational
Undergraduate Degree | 100 |
Director/Board Member | 79 |
Corporate Officer/Principal | 76 |
Private Equity Investor | 52 |
Analyst-Equity | 47 |
Most connected contacts
Insiders | |
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Dave Finley | 20 |
Ryan Harstad | 16 |
Frank Young | 16 |
Jordan Richards | 15 |
Gregory Osenkowski | 13 |
Lois Padilla | 10 |
James Condrin | 10 |
Hon Ting Mung | 10 |
Gabriel Shaukat | 10 |
Sahil Aggarwal | 9 |
Keka Cobb | 7 |
Kieran de Brun | 7 |
Esther Kim | 7 |
Michael Dougherty | 7 |
Peter Apostolides | 6 |
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