![Geoff Garbacz](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Geoff Garbacz first degree
Entity | Entity type | Industry | |
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Gettysburg College
29
| College/University | Other Consumer Services | 29 |
Capital Institutional Services, Inc.
![]() Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients.
4
| Private Company | Investment Banks/Brokers | 4 |
Quantitative Partners, Inc.
![]() Quantitative Partners, Inc. Investment ManagersFinance Quantitative Partners, Inc. (QPI) is a research and trading company that represents several independent research firms and works with institutional money managers, financial advisors, and independent traders. QPI is based in Fitchburg, WI, and its goal is to provide its clients with high-quality and proprietary quantitative research with excellent performance results. QPI produces several internal models that are available for clients and constantly tests and monitors its research vendor's models and results. The private company also produces a variety of investment newsletters for individuals and is currently ramping up its efforts with individual investors with the QPI Morning Note. The company was spun off from Independent Research Associates in 2002, which was founded in 1995 by Geoffrey Allan Garbacz, Jim Robinson, and Jack Bahrenburg.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Geoff Garbacz via their personal network
Company | Sector | Related people | Main position |
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Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Head-Fixed Income Invts | |
OMNICOM GROUP., INC. | Advertising/Marketing Services | Private Equity Investor | |
PPM America, Inc.
![]() PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Beacon Trust Co.
![]() Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Portfolio Manager-Equities | |
CAREFUSION CORPORATION | Medical Distributors | Private Equity Investor | |
GODADDY INC. | Data Processing Services | General Counsel | |
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 | |
Loyola University Maryland, Inc. | College/University | Masters Business Admin Masters Business Admin | |
True Wind Capital Management LP
![]() True Wind Capital Management LP Investment ManagersFinance True Wind Capital Management LP (True Wind Capital Management) is a Private Equity firm founded in 2015 by Adam Clammer and James H. Greene, Jr.. The firm is headquartered in San Francisco, California. | Investment Managers | Chief Operating Officer | |
BILANDER ACQUISITION CORP. | Financial Conglomerates | Compliance Officer | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
The University of Pennsylvania Law School | College/University | Graduate Degree | |
Equitable Financial Life Insurance Co.
![]() Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Fleishman-Hillard BV | Private Equity Investor | ||
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. | Investment Banks/Brokers | Analyst-Equity | |
YAM Special Holdings, Inc.
![]() YAM Special Holdings, Inc. Data Processing ServicesTechnology Services YAM Special Holdings, Inc. provides domain names and web hosting services. The company was founded by Robert R. Parsons in 1997 and is headquartered in Scottsdale, AZ. | Data Processing Services | General Counsel | |
Beechwood Data Systems, Inc.
![]() Beechwood Data Systems, Inc. Specialty TelecommunicationsCommunications Beechwood Data Systems, Inc. provides telecommunication services. The private company is based in Saddle River, NJ. The company was founded by Donald Rankin. | Specialty Telecommunications | Human Resources Officer | |
GoDaddy.com LLC
![]() GoDaddy.com LLC Data Processing ServicesTechnology Services GoDaddy.com LLC provides domain name registration, website development, and hosting solutions. Its products include Domains, Websites, Hosting, Web Security, Email and Office and Online Marketing and services include Domains and Design Services. The firm’s specializes in hosting, email management, online certification, account renewal, and upgrades. The company was founded by Robert Parsons in 1997 and is headquartered in Scottsdale, AZ. | Data Processing Services | General Counsel | |
Peapack-Gladstone Bank (Investment Management)
![]() Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. | Investment Managers | Analyst-Equity | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
Kistler-Tiffany Cos. LLC
![]() Kistler-Tiffany Cos. LLC Investment ManagersFinance Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs. | Investment Managers | Portfolio Manager-Equities | |
Fitch Ratings, Inc.
![]() Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity | |
BTS Software Solutions LLC
![]() BTS Software Solutions LLC Information Technology ServicesTechnology Services BTS Software Solutions LLC provides software engineering services. It offers python, cloud infrastructure, smart web, information assurance, iphone apps, android apps, web development, transcribing, captioning. The company was founded by Craig Cummings and Sean Lane in 2011 and is headquartered in Columbia, MD. | Information Technology Services | Chief Executive Officer | |
Maryland Technology Council
![]() Maryland Technology Council Miscellaneous Commercial ServicesCommercial Services The Maryland Technology Council functions as a technology trade association. The private company is based in Rockville, MD. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 38 |
Netherlands | 2 |
Sectoral
Finance | 22 |
Technology Services | 5 |
Consumer Services | 5 |
Commercial Services | 4 |
Distribution Services | 2 |
Operational
Corporate Officer/Principal | 40 |
Undergraduate Degree | 34 |
Director/Board Member | 28 |
Private Equity Investor | 11 |
Portfolio Manager-Equities | 10 |
Most connected contacts
Insiders | |
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Thomas Wirth | 14 |
Paul Zolfaghari | 13 |
Nima Kelly | 13 |
Creidenberg Jan | 12 |
Erik Vadeika | 8 |
Lynne A. Royer | 7 |
Steven Gormley | 7 |
Christopher Mutascio | 7 |
Jim Simon | 6 |
John C. Sorensen | 6 |
Bob Palmer | 6 |
James C. Kirkwood | 6 |
Haley Manchester | 5 |
John Hinricks Hale | 5 |
Dan Griffith | 5 |
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