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Network origin in Bernie Sosnick first degree
Entity | Entity type | Industry | |
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Gilford Securities, Inc.
![]() Gilford Securities, Inc. Investment Banks/BrokersFinance Founded in 1979 by Ralph Worthington and several other senior officers of Blyth Eastman Dillon, Gilford Securities, Inc. is an investment banking firm and registered broker/dealer located in New York City. The firm provides a variety of services to corporations, individuals and institutions. Their research approach is based on fundamental analysis and seeks to remain attentive to market sentiment. Gilford Securities seeks to provide sound financial advice that translates into superior returns for their clients. The firm's research efforts focus concentrates on small/mid-cap growth ideas, specifically, niche/international leaders that stand to benefit from long-term secular trends. Gilford Securities' research coverage includes spans multiple industries, with primary emphasis on the following sectors: (1) information technology and e-Commerce (2) energy (3) retail, consumer and specialty (4) chemicals and pharmaceuticals (5) clean technology and alternative energy and (6) consumer and business services.
11
| Extinct | Investment Banks/Brokers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bernie Sosnick via their personal network
Company | Sector | Related people | Main position |
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SouthWest Water Co.
![]() SouthWest Water Co. Water UtilitiesUtilities SouthWest Water Co. is a company that owns and operates regulated water and wastewater systems in seven states in the United States, serving over half a million residential and business customers. The company provides a broad range of operations, maintenance, and management services, including water production, treatment, and distribution, wastewater collection and treatment, customer service, and utility infrastructure construction management. The company has subsidiaries in the United States, including Hornsby Bend Utility Company, Midway Water Utilities, Inc., and more. The company takes pride in delivering high-quality, reliable service to its customers. The company was founded in 1891 as Land & Water Company and is headquartered in Sugar Land, TX, with around 500 employees. The CEO is Robert MacLean. | Water Utilities | Director/Board Member | |
StoneRidge Investment Partners LLC
![]() StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Investment Managers | Analyst-Equity | |
C.L. King & Associates, Inc.
![]() C.L. King & Associates, Inc. Investment Banks/BrokersFinance Founded in 1972 by Candace King, C.L. King & Associates, Inc. is a self-clearing, service-oriented broker/dealer and investment bank located in Albany, New York with additional offices in Boston and New York City. The firm delivers investment research, equity and fixed-income sales and trading, prime brokerage, investment advisor and clearing services to institutional and high net-worth clients and to other broker/dealers. For corporations, they underwrite securities and provide strategic advice in connection with mergers, acquisitions, strategic alternatives and valuation. C.L. King & Associates is a member of FINRA and the SIPC. C.L. King & Associates follows 120 names in 9 sectors. They seek to discover uncovered investment opportunities by seeking out companies that may be ignored by other Wall Street research providers and by identifying value and growth that may be unrecognized by institutional equity investors. The firm provides comprehensive trading services including capital commitment, market making and listed block positioning for their institutional equity clients. C.L. King & Associates' fixed-income group focuses on trading fixed-income securities, primarily in the secondary market. They offer a broad cross section of agencies, convertibles, investment-grade corporates, mortgage-backed securities, municipals, CDs and preferred stock to other broker/Dealers and institutional investors. The firm's investment banking group provides strategic M&A advice and capital raising services to emerging and mid-cap companies, both public and private. In addition, they act as a WBE underwriter in stock and bond offerings by large corporate issuers. C.L. King & Associates' corporate services group offers specialized services to assist corporate clients and their executives in handling delicate stock holding matters. Their services include guiding clients through restricted stock/rule 144 transactions, developing customized rule 10b5-1 trading plans and managing corporate share repurchase programs. The firm's equity research is based on a fundamental, value-oriented approach that focuses on small- and mid-cap companies. The firm offers research on the following sectors: special situations, building materials companies, specialty retail/apparel/footwear, industrials/cyclicals, restaurants/franchising, business services/staffing companies, telecommunications equipment and medical technology/devices/supplies. | Investment Banks/Brokers | 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 | Corporate Officer/Principal | |
Wynnefield Capital Management LLC
![]() Wynnefield Capital Management LLC Investment ManagersFinance Part of Wynnefield Capital, Inc., Wynnefield Capital Management LLC is a financial management company. The company is based in New York, NY. The company's website provides information about their investment funds, which are only available to accredited investors or those who are financially sophisticated. The website also includes a campaign against regulatory abuse and legal information for visitors to review. While the company makes reasonable efforts to update the information on their site, they make no representations or warranties as to the accuracy, reliability, or completeness of any information. | Investment Managers | Corporate Officer/Principal | |
BMW Terminals, Inc.
![]() BMW Terminals, Inc. Wholesale DistributorsDistribution Services BMW Terminals, Inc. develops and operates agricultural, petroleum and chemical liquid storage terminals. The company was founded on May 23, 2004 and is headquartered in Westwego, LA. | Wholesale Distributors | Chairman | |
The Benchmark Co. LLC
![]() The Benchmark Co. LLC Investment Banks/BrokersFinance Founded in 1988 by Richard Messina, the Benchmark Co. LLC is a full-service broker/dealer headquartered in New York City. The firm provides equity research, sales and trading services for institutional and private clients. They focus on the media, energy, enterprise software, infrastructure software, biotechnology, specialty pharmaceuticals, REITs, Internet and communications sectors. The Benchmark Co.'s clearing agent is JP Morgan Clearing Corp. | Investment Banks/Brokers | Analyst-Equity | |
Monness, Crespi, Hardt & Co., Inc.
![]() Monness, Crespi, Hardt & Co., Inc. Investment Banks/BrokersFinance Monness Crespi Hardt & Co., Inc. is an independent equity research firm and full-service broker/dealer located in New York City. Founded in 1996, the firm's origins can be traced to the establishment of their predecessor firm in 1964. Monness Crespi Hardt & Co. clears all trading activity through Goldman Sachs Execution & Clearing LLC. The firm's research team produces proprietary, fundamental research that seek to identify undervalued or undercover special situations without regard to size. They focus on the following industries: automotive services, chemicals, defense, pharmaceuticals, gaming, healthcare, home builders, industrials, medical instruments, oil & gas, retail, semiconductors and special situations. Monness Crespi Hardt & Co. is a member of FINRA and the SPIC | Investment Banks/Brokers | Director of Research - Equity | |
Pickwick Capital Partners LLC
![]() Pickwick Capital Partners LLC Investment Banks/BrokersFinance Pickwick Capital Partners LLC is a broker/dealer located in White Plains, New York. They provide an array of trading and execution services for their clients. The firm does not provide any internal research | Investment Banks/Brokers | Chief Executive Officer | |
U.S. Real Estate Income & Growth GmbH & Co. Geschlossene
![]() U.S. Real Estate Income & Growth GmbH & Co. Geschlossene Miscellaneous Commercial ServicesCommercial Services U.S. Real Estate Income & Growth GmbH & Co. Geschlossene provides professional, scientific and technical services. The private company is based in Frankfurt, Germany. The CEOs of the German company are Randy Allan Daniels, Carsten Strohdeicher, Susheila P Gross. | Miscellaneous Commercial Services | Chief Executive Officer | |
RWRF, Inc.
![]() RWRF, Inc. Apparel/Footwear RetailRetail Trade RWRF, Inc. provides fashion apparel for women’s. The firm offers tops, knits, shirts and blouses, shrugs, and sweaters, leggings, pants, rompers, shorts, and skirts, and denim shorts, jeans, and skirts. It also provides accessories such as shoes, handbags, belts, scarves, hats and jewelry. The company was founded in 2002 and is headquartered in New York, NY. | Apparel/Footwear Retail | Director/Board Member | |
Sustain LLC
![]() Sustain LLC Miscellaneous ManufacturingProducer Manufacturing Sustain LLC engages in the manufacture and distribution of reproductive health products. It offers tampons, pads and liners, underwear, lube, condoms, and contraceptive pills. The company was founded by Jeffrey A. Hollender and Meika Hollender in 2013 and is headquartered in Burlington, VT. | Miscellaneous Manufacturing | Director/Board Member | |
abrdn, Inc.
![]() abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Analyst-Equity | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity | |
Brean Capital LLC
![]() Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Investment Banks/Brokers | Analyst-Equity | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
BRIC Biotech Ventures LLC
![]() BRIC Biotech Ventures LLC Investment ManagersFinance BRIC Biotech Ventures LLC is a private equity firm founded in 2010. The firm is headquartered in New York. | Investment Managers | President | |
ICR LLC
![]() ICR LLC Advertising/Marketing ServicesCommercial Services ICR LLC provides public relations and financial communications consulting services. Its practice areas include investor relations, corporate communications, transactions and special situations, crisis and issue management and capital advisory. The firm serves aerospace, defense and intelligence, building materials and home-builders, clean technology, energy, financial services and investment management, food and beverage, healthcare, professional services, restaurants, and technology sectors. The company was founded by Chad A. Jacobs and Thomas M. Ryan in 1998 and is headquartered in Norwalk, CT. | Advertising/Marketing Services | Corporate Officer/Principal | |
APCO Worldwide LLC
![]() APCO Worldwide LLC Miscellaneous Commercial ServicesCommercial Services APCO Worldwide LLC engages in the provision of advisory and advocacy communications consultancy solutions. It offers communications, public affairs, government relations, legal, risk, organizational transformation, international relations, corporate responsibility, and brand marketing services. The company was founded by Margery Kraus in 1984 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
Dresdner Kleinwort Wasserstein Group, Inc. | Corporate Officer/Principal | ||
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
Indian Institute of Technology Bombay | College/University | Undergraduate Degree | |
ARA Trust Management (USH) Pte Ltd.
![]() ARA Trust Management (USH) Pte Ltd. RestaurantsConsumer Services Part of ESR Group Ltd., ARA Trust Management (USH) Pte Ltd. is a Singaporean company that provides hotel management services. The company is based in Singapore, Singapore. The CEO of the company is Jin Yong Lee. | Restaurants | Director/Board Member | |
JPMorgan Real Estate Income Trust, Inc.
![]() JPMorgan Real Estate Income Trust, Inc. Real Estate Investment TrustsFinance Part of JPMorgan Chase & Co., JPMorgan Real Estate Income Trust, Inc. operates as a REIT. The company is based in Lutherville-Timonium, MD. Michael P. Kelly has been the CEO of the company since 2021. | Real Estate Investment Trusts | Director/Board Member | |
US Real Estate Income & Growth Lux Scsp | Director/Board Member | ||
BWC Terminals LLC
![]() BWC Terminals LLC Wholesale DistributorsDistribution Services BWC Terminals LLC provides liquid storage solutions and value-added services. It also provides specialty chemicals, caustic soda, vessel, barge, ISO container products. The firm offers carbon storage tanks, stainless steel storage tanks, filtration, import/export services. The company is headquartered in Houston, TX. | Wholesale Distributors | Chairman | |
ARA Business Trust Management (USH) Pte Ltd.
![]() ARA Business Trust Management (USH) Pte Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of ESR Group Ltd., ARA Business Trust Management (USH) Pte Ltd. is a Singaporean company that provides trust management services. The company is based in Singapore, Singapore. The CEO of the company is Jin Yong Lee. | Investment Trusts/Mutual Funds | Director/Board Member | |
JPMorgan Infrastructure Investments Group
![]() JPMorgan Infrastructure Investments Group Investment ManagersFinance J.P. Morgan Infrastructure Investments Group (J.P. Morgan Infrastructure) is an infrastructure private equity firm founded in 2006. The firm headquartered located in New York, United States with an additional office in London, Hong Kong, Singapore and Mumbai. | Investment Managers | Director/Board Member | |
Greensand Holdings Ltd.
![]() Greensand Holdings Ltd. Real Estate Investment TrustsFinance Greensand Holdings Ltd. operates as a holding company. The company is headquartered in Worthing, the United Kingdom. | Real Estate Investment Trusts | Director/Board Member | |
Southern Illinois University | College/University | Undergraduate Degree | |
Real Estate Board of New York, Inc.
![]() Real Estate Board of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Real Estate Board of New York, Inc. operates as a real estate trade association. It represents commercial, residential, and institutional property owners, builders, managers, investors, brokers, and salespeople; banks, financial service companies, utilities, attorneys, architects, and contractors. The company was founded in 1896 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chairman | |
ARA US HOSPITALITY TRUST | Real Estate Investment Trusts | Director/Board Member | |
Craig-Hallum Capital Group LLC
![]() Craig-Hallum Capital Group LLC Investment Banks/BrokersFinance Craig-Hallum Capital Group LLC (Craig-Hallum) is an employee-owned, idea-driven research, trading and investment banking firm headquartered in Minneapolis, Minnesota. The firm was founded by Bradley Baker and Kevin Harris in 1997. Craig-Hallum provides research, institutional sales and trading and investment banking services to institutional investors and growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Boston College | College/University | Undergraduate Degree | |
Tufts University | College/University | Graduate Degree |
Statistics
International
United States | 40 |
Singapore | 4 |
Germany | 2 |
India | 2 |
Luxembourg | 2 |
Sectoral
Finance | 26 |
Consumer Services | 9 |
Commercial Services | 6 |
Distribution Services | 3 |
Utilities | 2 |
Operational
Analyst-Equity | 28 |
Director/Board Member | 18 |
Corporate Officer/Principal | 17 |
Undergraduate Degree | 10 |
Independent Dir/Board Member | 6 |
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