Network origin in David A. Elfenbein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
227
| Subsidiary | Investment Managers | 227 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David A. Elfenbein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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. | College/University | Graduate Degree Masters Business Admin | |
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 | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
TF Special Opportunities-Glory LLC
 TF Special Opportunities-Glory LLC Investment ManagersFinance TF Special Opportunities-Glory LLC provides investment management services. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Graduate Degree Masters Business Admin | |
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). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Twin Focus Capital Partners LLC
 Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Investment Managers | Founder Founder | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
TF Special Opportunities - Toon LLC
 TF Special Opportunities - Toon LLC Investment ManagersFinance TF Special Opportunities - Toon LLC provides investment management services. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Graduate Degree | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree Masters Business Admin | |
TFRP QOF UTK 2019 LLC
 TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance TFRP QOF UTK 2019 LLC provides real estate services. The private company is based in Boston, MA. | Real Estate Development | Director/Board Member Director/Board Member | |
TF Special Opportunities-Salvera LLC
 TF Special Opportunities-Salvera LLC Financial ConglomeratesFinance TF Special Opportunities-Salvera LLC provides investment services. | Financial Conglomerates | Director/Board Member Director/Board Member | |
TF Special Opportunities - PPR LLC
 TF Special Opportunities - PPR LLC Financial ConglomeratesFinance TF Special Opportunities - PPR LLC provides investment services. The company is headquartered in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
TF Special Opportunities - PPR Series III, LLC
 TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous TF Special Opportunities - PPR Series III, LLC engages in the operations of a non-classified establishment. The company is headquartered in Boston, MA. | Miscellaneous | Director/Board Member Director/Board Member | |
Marks Group Wealth Management, Inc.
 Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | President | |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| Israel | 2 |
| France | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 19 |
| Miscellaneous | 2 |
Operational
| Corporate Officer/Principal | 206 |
| Undergraduate Degree | 87 |
| Director/Board Member | 79 |
| Portfolio Manager-Equities | 51 |
| Analyst-Equity | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Rosemary Berkery | 15 |
| Michael Connolly | 15 |
| Paul Karger | 14 |
| Christopher John Sylvester | 13 |
| Heather Takahashi | 12 |
| Raymond H. Welsh | 11 |
| Wes Karger | 11 |
| Kristian Humer | 11 |
| Frank Barbara | 10 |
| Richard Thomas Moran | 9 |
| Kevin Lorenz | 9 |
| Michael Mascis | 9 |
| Mark Duane Steffe | 8 |
| Marten Sybren Hoekstra | 8 |
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