![Jeffrey Daniel Burgess](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Jeffrey Daniel Burgess first degree
Entity | Entity type | Industry | |
---|---|---|---|
Vanderbilt University
279
| College/University | Other Consumer Services | 279 |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
47
| Subsidiary | Investment Managers | 47 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeffrey Daniel Burgess via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity | |
Fayez Sarofim & Co.
![]() Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity 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 Graduate Degree | |
Deloitte Consulting LLP
![]() Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Doctorate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Corporate Officer/Principal | |
McCombs School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Graduate Degree Masters Business Admin | |
Veritas Capital Fund Management LLC
![]() Veritas Capital Fund Management LLC Investment ManagersFinance Veritas Capital Fund Management LLC (Veritas Capital) is a private equity firm founded in 1992 by Robert McKeon and Ramzi Musallam. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity | |
American Bar Association
![]() American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rampart Energy LLC
![]() Rampart Energy LLC Electric UtilitiesUtilities Rampart Energy LLC provides electric services. The private company is based in Fort Worth, TX. | Electric Utilities | Director/Board Member | |
University of San Francisco | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
Deutsche Bank Alex. Brown, Inc.
![]() Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
Bories Management Co. Llc
![]() Bories Management Co. Llc Miscellaneous Commercial ServicesCommercial Services Bories Management Co. LLC provides management services. The private company is based in New Orleans, LA. | Miscellaneous Commercial Services | Director/Board Member | |
William B. Reily & Co., Inc.
![]() William B. Reily & Co., Inc. Food DistributorsDistribution Services William B. Reily & Co., Inc. is a private company that manufactures and retails various beverage and food products. The company is based in New Orleans, LA and has subsidiaries in the United States. | Food Distributors | Director/Board Member | |
BSSH Holdings LLC
![]() BSSH Holdings LLC Financial ConglomeratesFinance BSSH Holdings LLC functions as an investment holding private company. The company is based in New Orleans, LA. | Financial Conglomerates | Director/Board Member | |
Professional Landmens Association of New Orleans | Corporate Officer/Principal | ||
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
Amazing Energy Partners 2016 LP
![]() Amazing Energy Partners 2016 LP Oilfield Services/EquipmentIndustrial Services Amazing Energy Partners 2016 LP provides services to the oil and gas industry. The company is headquartered in Amarillo, TX. | Oilfield Services/Equipment | Director/Board Member | |
Isidore Newman School | College/University | Director/Board Member | |
Crossroads Capital, Inc.
![]() Crossroads Capital, Inc. Investment ManagersFinance Crossroads Capital, Inc. is a managed, non-diversified, closed-end management investment company. It has an objective of focusing on preserve capital and maximize stockholder value by pursuing the sale of our portfolio investments, limiting expenses and deploying surplus cash as appropriate, including into yielding investments to offset, in part, operating expenses. The company was founded on May 9, 2008 and is headquartered in Lincoln, NE. | Investment Managers | Compliance Officer | |
Kelley School of Business | College/University | Masters Business Admin | |
Jefferies Finance LLC
![]() Jefferies Finance LLC Finance/Rental/LeasingFinance Jefferies Finance LLC provides commercial financing services. It also purchases syndicated loans in the secondary markets and acts as investment adviser for various loan funds. The company was founded by Andrew Robert Booth in 2004 and is headquartered in New York, NY. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Full Circle Advisors LLC
![]() Full Circle Advisors LLC Investment ManagersFinance Full Circle Advisors LLC (Full Circle Advisors) is a private equity firm founded in 2009. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal | |
Atlantic Trust Group, Inc.
![]() Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Billings Capital Management LLC
![]() Billings Capital Management LLC Investment ManagersFinance Billings Capital Management LLC (BCM) is an independent investment management firm headquartered in Bethesda, Maryland. The firm was founded in 2008 and provides discretionary investment advisory services to separately managed accounts and pooled investment vehicle. | Investment Managers | Founder |
Statistics
International
United States | 46 |
Canada | 2 |
Sectoral
Finance | 23 |
Consumer Services | 17 |
Commercial Services | 5 |
Utilities | 2 |
Distribution Services | 2 |
Operational
Director/Board Member | 140 |
Corporate Officer/Principal | 133 |
Undergraduate Degree | 100 |
Analyst-Equity | 65 |
Masters Business Admin | 53 |
Most connected contacts
Insiders | |
---|---|
Corey Thomas | 25 |
Ben Boyer | 21 |
Robert A. Bories | 18 |
Ibrahim Almojel | 16 |
Brian Kirkbride | 15 |
Matthew Sheehy | 15 |
Hunter Witherington | 15 |
Ahmad Fuad Rahmany | 15 |
James Dimitri | 14 |
William B. Timmerman | 13 |
Kyle Williams | 12 |
Brian Robins | 12 |
Przemyslaw Cieszynski | 11 |
Crandall Deery | 10 |
Xuan Sun | 10 |
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