Bradley Ward Sussman
Corporate Officer/Principal at RAYMOND JAMES FINANCIAL, INC.
Network origin in Bradley Ward Sussman first degree
Entity | Entity type | Industry | |
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Yale University
473
| College/University | Other Consumer Services | 473 |
Public Company | Investment Managers | 64 | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.
53
| Subsidiary | Investment Managers | 53 |
Institute For Portfolio Alternatives
20
| Private Company | 20 | |
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Founded in 1984 by Howard Wohl and Lawrence Simon, Ivy Asset Management LLC is a global fund-of-hedge fund firm located in Jericho, New York with additional offices in New York City and London. They are a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK), which acquired the firm in October 2000. Ivy Asset Management offers a variety of risk-adjusted, performance-driven multi-manager products ranging from diversified proprietary fund portfolios to customized programs. The firm provides services to global institutional investors including: (1) Fortune 500 companies (2) global banks (3) multi-national insurance corporations (4) global investment banking firms (5) municipality pension plans and monetary authorities (6) Taft-Hartley plans (7) registered investment companies (8) foundations (9) endowments (10) non-profit organizations (11) professional money managers (12) high net-worth individuals and (13) private family offices.
15
| Extinct | Investment Managers | 15 |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York.
12
| Subsidiary | Investment Managers | 12 |
Ramius Archview Credit & Distressed Fund
Ramius Archview Credit & Distressed Fund Investment Trusts/Mutual FundsMiscellaneous Ramius Archview Credit & Distressed Fund operates as a closed-end investment fund. Its investment objective is to generate total returns while minimizing the risk of loss. The fund was founded on May 12, 2015 is headquartered in New York, NY.
6
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 6 |
Sanford C. Bernstein & Co., Inc.
Sanford C. Bernstein & Co., Inc. Investment ManagersFinance Sanford C. Bernstein Asset Management is an investment advisor located in New York City. The firm is a subsidiary of AllianceBernstein LP and their ultimate parent is AXA SA (NYSE: AXA). They manage portfolios for individuals, trusts, pensions, endowments and foundations.
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bradley Ward Sussman via their personal network
Company | Sector | Related people | Main position |
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Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Life/Health Insurance | Comptroller/Controller/Auditor Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
FIRST REPUBLIC BANK | Regional Banks | Chief Investment Officer Corporate Officer/Principal | |
W. P. CAREY INC. | Real Estate Investment Trusts | Compliance Officer Corporate Officer/Principal | |
Ceres Tactical Systematic LP
Ceres Tactical Systematic LP Investment Banks/BrokersFinance Tactical Diversified Futures Fund LP engages in the speculative trading of commodities. The company was founded on December 3, 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | President Director/Board Member | |
AMERICAN WATER WORKS COMPANY, INC. | Water Utilities | Director/Board Member Chief Executive Officer | |
CORPORATE CAPITAL TRUST INC | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
CNL Financial Group LLC
CNL Financial Group LLC Investment ManagersFinance Part of CFG I, Inc., CNL Financial Group LLC is an alternative investment manager. The company is based in Orlando, FL. The CEOs of the company are Chirag J. Bhavsar, Stephen H. Mauldin. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Corporate Capital Trust II
Corporate Capital Trust II Investment ManagersFinance Corporate Capital Trust II operates as an investment company. It offers capital appreciation, alternative investments, asset management, and investment consulting services. The company was founded on August 12, 2014 and is headquartered in Orlando, FL. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Guggenheim Credit Income Fund
Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
United Way Suncoast, Inc.
United Way Suncoast, Inc. Miscellaneous Commercial ServicesCommercial Services Part of United Way Worldwide, United Way Suncoast, Inc. is a non-profit organization committed to the development and sustainability of St. Petersburg's Campbell Park neighborhood. The company is based in Tampa, FL. The company offers various services such as job searches, resume building, computer access, financial assistance, and programs for middle and high school students. The company also provides resources on budgeting, investing, taxes, and more. United Way Suncoast's resource centers, including Campbell Park and North Greenwood, aim to promote financial stability through workforce development and economic support. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Raymond James Bank, NA
Raymond James Bank, NA Major BanksFinance Raymond James Bank NA operates as a bank. It offers securities mortgage, lending, home equity lending, residential mortgages, state bond home loan programs, and deposit services. The company was founded in 1962 and is headquartered in St. Petersburg, FL. | Major Banks | Chairman Chairman Director/Board Member Director/Board Member Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree | |
Investment Program Association | Chairman Director/Board Member Director/Board Member Chairman | ||
Harvard Business School | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
University of Georgia | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
The Florida Council of 100 | Chairman Corporate Officer/Principal Chairman | ||
University of California, Berkeley | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
American Heart Association, Inc.
American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CNL Strategic Capital LLC
CNL Strategic Capital LLC Real Estate DevelopmentFinance CNL Strategic Capital LLC engages in the provision of long-term growth and current income to individuals by acquiring controlling equity stakes in combination with loan positions in the middle-market businesses. The company is headquartered in Orlando, FL. | Real Estate Development | Director/Board Member Chief Executive Officer | |
Financial Services Institute, Inc. | Director/Board Member Director/Board Member | ||
University of Maryland | College/University | Masters Business Admin Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Graduate Degree Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
Yale-New Haven Hospital, Inc.
Yale-New Haven Hospital, Inc. Hospital/Nursing ManagementHealth Services Yale-New Haven Hospital, Inc. provides health care services and medical courses. The firm’s clinical programs and services include advanced vascular imaging services, allergy and immunology, ambulatory services, bariatric surgery program, cardiac rehabilitation, dental services, dermatology services, diabetes and endocrinology, ear, nose & throat (otolaryngology), electrophysiology and cardiac arrhythmia service and interventional cardiology. The company was founded in 1826 and is headquartered in New Haven, CT. | Hospital/Nursing Management | Director/Board Member Corporate Officer/Principal | |
H. Lee Moffitt Cancer Center & Research Institute, Inc.
H. Lee Moffitt Cancer Center & Research Institute, Inc. Miscellaneous Commercial ServicesCommercial Services H. Lee Moffitt Cancer Center & Research Institute, Inc. provides research & contributions to clinical trials, prevention and cancer control. The firm operates as National Cancer Institute (NCI) Comprehensive Cancer Center. The company was founded by Lee H. Moffitt in 1981 and is headquartered in Tampa, FL. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
TriState Capital Bank
TriState Capital Bank Regional BanksFinance TriState Capital Bank provides banking solutions for middle market businesses, professionals and net worth individuals. The firm offers liquidity & treasury management, securities-based lending, client lines of credit, advisor transitions, middle market business solutions, commercial real estate, investment management and equipment finance. The company was founded BY James F. Getz, A. William Schenck, III and Mark L. Sullivan in 2006 and is headquartered in Pittsburgh, PA. | Regional Banks | Director/Board Member Director/Board Member | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Analyst-Equity Corporate Officer/Principal | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Alston & Bird LLP
Alston & Bird LLP Miscellaneous Commercial ServicesCommercial Services Alston & Bird LLP engages in the provision of legal advisory services. It offers services in the areas of corporate and finance, litigation, intellectual property, regulatory and specialty, international, and tax. The company was founded in 1893 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Chi Chi Rodriguez Youth Foundation | Chairman Director/Board Member | ||
Carey Credit Advisors LLC
Carey Credit Advisors LLC Investment ManagersFinance Part of W.P. Carey, Inc., Carey Credit Advisors LLC is a company that provides investment advisory services. The company is based in New York, NY. Jason E. Fox has been the CEO of the company since 2017. | Investment Managers | Compliance Officer Chief Executive Officer | |
Raymond James Financial, Inc. (Broker)
Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Chairman Chief Executive Officer | |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Director of Finance/CFO President | |
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Investment Managers | Director of Finance/CFO Director/Board Member |
Statistics
International
United States | 49 |
Canada | 2 |
Sectoral
Finance | 21 |
Consumer Services | 15 |
Commercial Services | 8 |
Miscellaneous | 3 |
Utilities | 2 |
Operational
Director/Board Member | 330 |
Corporate Officer/Principal | 198 |
President | 83 |
Chairman | 77 |
Chief Executive Officer | 77 |
Most connected contacts
Insiders | |
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Benjamin Esty | 52 |
Thomas James | 36 |
Thomas Sittema | 28 |
Susan Story | 27 |
Kamal Jafarnia | 26 |
Shelley Broader | 25 |
Bob Dutkowsky | 24 |
Brian Hurley | 23 |
John E. Carter | 23 |
Chirag Bhavsar | 22 |
Mark M. Goldberg | 21 |
Richard Levin | 20 |
Jay N. Goldberg | 20 |
Anne Gates | 20 |
Jeremy Beal | 20 |
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