Dan Mintz
Director of Research - Equity at Clifford Swan Investment Counsel LLC
Network origin in Dan Mintz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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).
255
| Subsidiary | Investment Banks/Brokers | 255 |
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.
127
| College/University | Other Consumer Services | 127 |
University of California San Diego
120
| College/University | Other Consumer Services | 120 |
Collins Stewart LLC
 Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors
43
| Extinct | Investment Banks/Brokers | 43 |
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses.
13
| Private Company | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Mintz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| BKF CAPITAL GROUP, INC. | Financial Conglomerates | Corporate Officer/Principal | |
| INTERLINK ELECTRONICS, INC. | Semiconductors | Corporate Officer/Principal | |
| OPTIMIZERX CORPORATION | Packaged Software | Investor Relations Contact | |
| VIASAT, INC. | Telecommunications Equipment | Corporate Officer/Principal | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| VERIFYME, INC. | Packaged Software | Director/Board Member | |
| RESEARCH SOLUTIONS, INC. | Miscellaneous Commercial Services | Director/Board Member | |
Cove Street Capital LLC
 Cove Street Capital LLC Investment ManagersFinance Cove Street Capital LLC (CSC) is a registered independent investment advisor headquartered in El Segundo, California and was founded in 2011. CSC provides advisory services to charitable organization; high-net worth individuals; insurance companies; investment companies; pension and profit sharing plans; pooled investment vehicle; individuals; corporations or other businesses; and state or municipal government. | Investment Managers | Analyst-Equity | |
Cavendish Futures Fund LLC
 Cavendish Futures Fund LLC Investment Trusts/Mutual FundsMiscellaneous Cavendish Futures Fund LLC engages in the business of trade, buy, sell, hold or dispose of interests, directly or indirectly, commodities of all descriptions. The firm intends to achieve capital appreciation through speculative trading in U.S. and international futures, options on futures and forward markets. The company was founded on August 7, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | Analyst-Equity | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity | |
Suissa Miller
 Suissa Miller Advertising/Marketing ServicesCommercial Services Part of Interpublic Group of Cos., Inc., Suissa Miller is an advertising agency based in Los Angeles, CA. Suissa Miller was acquired by Interpublic Group of Cos., Inc. on January 21, 2000. | Advertising/Marketing Services | Corporate Officer/Principal | |
California Restaurant Association
 California Restaurant Association Miscellaneous Commercial ServicesCommercial Services California Restaurant Association supports california restaurant and hospitality industry. It offers restaurant resources and insurance and government affairs services. The company was founded in 1906 and is headquartered in Sacramento, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
| Loyola Marymount University | College/University | Director/Board Member Undergraduate Degree | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree Graduate Degree | |
| Occidental College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity | |
| UCLA Anderson School of Management | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) 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). MLPF&S provides 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. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Analyst-Equity | |
| University of Michigan | College/University | Masters Business Admin Corporate Officer/Principal | |
Canaccord Genuity LLC
 Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Market Strategist Analyst-Equity | |
Asia Society
 Asia Society Miscellaneous Commercial ServicesCommercial Services Asia Society is an educational organization that aims to promote mutual understanding and strengthen partnerships among people, leaders, and institutions. The non-profit company is based in New York, NY and has subsidiaries in Hong Kong. The company was founded by Tom W. Su and Luis Juan L. Virata. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Doctorate Degree Undergraduate Degree | |
National Academy of Medicine (United States)
 National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Academy of Engineering
 National Academy of Engineering Miscellaneous Commercial ServicesCommercial Services Part of The National Academies of Science, the National Academy of Engineering operates as a professional membership organization. The company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
National Academy of Sciences
 National Academy of Sciences Miscellaneous Commercial ServicesCommercial Services National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| NORTHKING INFORMATION TECHNOLOGY CO., LTD. | Information Technology Services | Director/Board Member | |
Sway Ventures Management LLC
 Sway Ventures Management LLC Investment ManagersFinance Sway Ventures Management LLC (Sway Ventures) is a venture capital firm founded in 2013 by Brian Tyler Nugent. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
| LINKEDIN CORP | Internet Software/Services | Corporate Officer/Principal | |
Companyon Ventures Management LLC
 Companyon Ventures Management LLC Investment ManagersFinance Companyon Ventures Management LLC (Companyon Ventures) is a venture capital firm founded in 2016 by Thomas John Lazay and Parthib Srivasthsan. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor |
Statistics
International
| United States | 45 |
| Belgium | 2 |
| China | 2 |
Sectoral
| Consumer Services | 17 |
| Finance | 15 |
| Commercial Services | 9 |
| Technology Services | 5 |
| Electronic Technology | 3 |
Operational
| Corporate Officer/Principal | 155 |
| Director/Board Member | 116 |
| Undergraduate Degree | 98 |
| Analyst-Equity | 64 |
| Graduate Degree | 32 |
Most connected contacts
| Insiders | |
|---|---|
| David Bohnett | 28 |
| Dominic Ng | 26 |
| Thomas Montag | 26 |
| Ramona L. Cappello | 24 |
| Robert W. Conn | 21 |
| Sangeeta Bhatia | 21 |
| John Brown | 15 |
| Adam David Lloyd Quinton | 14 |
| Robert Bradway | 14 |
| Allison Long Pettine | 12 |
| Robert Coury | 12 |
| Darcy Naunton | 11 |
| Eugene Robin | 9 |
| James Hicks | 9 |
| Erik Lundh | 8 |
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