David Stein
Director/Board Member at Lynx Software Technologies, Inc.
Network origin in David Stein 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).
228
| Subsidiary | Investment Banks/Brokers | 228 |
OceanSound Partners LP
 OceanSound Partners LP Investment ManagersFinance OceanSound Partners LP (Oceansound Partners) is a private equity firm founded in 2018 by Joe Benavides, Jeff Kelly, and Theodore Coons. The firm is headquartered in New York.
17
| Holding Company | Investment Managers | 17 |
CI Capital Partners LLC
 CI Capital Partners LLC Investment ManagersFinance CI Capital Partners LLC (CI Capital Partners) is a private equity firm founded in 1993 by Frederick Iseman. The firm is headquartered in New York.
16
| Private Company | Investment Managers | 16 |
Smartronix LLC
 Smartronix LLC Information Technology ServicesTechnology Services Smartronix, Inc. provides information technology, business management, and engineering services. It specializes in network operations, cyber security, and health information technology, and mission-focused engineering. The company was founded by Alan R. Parris in 1995 and is headquartered in Hollywood, MD.
11
| Holding Company | Information Technology Services | 11 |
Netrix LLC
 Netrix LLC Information Technology ServicesTechnology Services Netrix LLC provides information technology services. It designs, implements and manages networks, systems, applications, websites hardware, software and call center infrastructure. The firm's services include change communication, end user computing and mobility, custom application development, managed services, online productivity, network infrastructure, security services, systems services, unified communications and web, and creative services. The company was founded in 1989 and is headquartered in Bannockburn, IL.
10
| Holding Company | Information Technology Services | 10 |
Lynx Software Technologies, Inc.
 Lynx Software Technologies, Inc. Information Technology ServicesTechnology Services Lynx Software Technologies, Inc. provides open and reliable real-time operating systems and software tools. It also offers a secure Separation Kernel Hypervisor that forms a platform for the development of high-assurance systems. The firm?s services include military and aerospace embedded software applications, medical electronics technology, communications applications, electronics applications and consumer devices, industrial automation and process control software. The company was founded by Mitchell P. Bunnell and Inder M. Singh in 1988 and is headquartered in San Jose, CA.
7
| Holding Company | Information Technology Services | 7 |
Trident Technologies LLC
 Trident Technologies LLC Information Technology ServicesTechnology Services Trident Technologies LLC engages in the development of software. It offers engineering services, test and evaluation, data integration, collection, and management, development, integration, deployment, enterprise architecture, programmatic support, meteorological services, and aviation maintenance. The company was founded in 2006 and is headquartered in Huntsville, AL.
4
| Holding Company | Information Technology Services | 4 |
Redwood Logistics, LLC
 Redwood Logistics, LLC Air Freight/CouriersTransportation Redwood Logistics LLC engages in the provision of freight transportation services. It offers supply chain solutions, freight management, knowledge services, distribution services and fx truckload services. The company was founded by Andrew Friedman and Todd Berger in 2001 and is headquartered in Chicago, IL.
3
| Holding Company | Air Freight/Couriers | 3 |
Epiphany Dermatology PA
 Epiphany Dermatology PA Medical/Nursing ServicesHealth Services Epiphany Dermatology PA operates as a dermatology company that provides skin care services. The firm offers treatments for acne, eczema, hair loss, itching, psoriasis, rashes, actinic keratosis, basal cell carcinoma, sun spots and suspicious moles. The company was founded by Cary L. Dunn and Gheorghe Pusta in 2014 and is headquartered in Waco, TX.
3
| Subsidiary | Medical/Nursing Services | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Stein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CACI INTERNATIONAL INC | Information Technology Services | Corporate Officer/Principal Director/Board Member | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Private Equity Analyst | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
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 Analyst-Fixed Income Analyst-Fixed Income | |
Scotia Capital (USA), Inc.
 Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | |
| The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
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 | Graduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Private Equity Investor | |
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 | Economist Director of Research - Fxd Inc Market Strategist Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Fixed Income Economist Market Strategist Analyst-Equity | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| OSP Hamilton Holdings LLC | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
| OSP Gannett Holdings LLC | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
| Boston University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
RMA Group, Inc. (California)
 RMA Group, Inc. (California) Miscellaneous Commercial ServicesCommercial Services RMA Group, Inc. is a leading provider of professional services in environmental consulting, geosciences, and materials testing and inspection for critical public and private infrastructure assets. RMA Group, Inc. is based in Glendale, CA and has subsidiaries in the United States. The company's team of engineers, geologists, inspectors, and technicians help infrastructure asset owners, engineering firms, and construction companies maintain compliance with strict regulatory and operating requirements through a range of geotechnical, environmental, and materials testing services. The company was founded in 1962 by E. Duane Lyon and Richard Mills. The CEO is Ruben Babayan. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
| OSP Hamilton Management Aggregator LLC | Director/Board Member Director/Board Member Director/Board Member | ||
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
OSP Rita Holdings LLC
 OSP Rita Holdings LLC Financial ConglomeratesFinance Part of OceanSound Partners LP, OSP Rita Holdings LLC is an investment holding company. The company is based in New York, NY. | Financial Conglomerates | Director/Board Member President Director/Board Member | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Economist Corporate Officer/Principal | |
| OSP Rita Management Aggregator LLC | Director/Board Member Director/Board Member | ||
Incline Management Corp.
 Incline Management Corp. Investment ManagersFinance Incline Management Corp.(Incline Equity Partners) is a private equity firm founded by Jack Glover, Wali C. Bacdayan and Justin Bertram. The firm is headquartered in Pittsburgh, Pennsylvania. | Investment Managers | Private Equity Investor Private Equity Investor | |
Cash Flow Management, Inc.
 Cash Flow Management, Inc. Packaged SoftwareTechnology Services Cash Flow Management, Inc. manufactures software providers and cash automation hardware. Its technology include CFM S4, iQ, NORM, RTA, and hardware certification. The company was founded by Nathan Moore and J. C. Chen in 2006 and is headquartered in Chandler, AZ. | Packaged Software | Director/Board Member Director/Board Member | |
TCMI, Inc.
 TCMI, Inc. Investment ManagersFinance TCMI, Inc.(TCV) is a venture capital firm founded in 1995 by Jay Crandall Hoag and Richard Herrick Kimball. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Gannett Fleming, Inc.
 Gannett Fleming, Inc. Engineering & ConstructionIndustrial Services Gannett Fleming, Inc. is an infrastructure and engineering firm that provides solutions for construction services, earth sciences, facilities, geospatial, power, transportation, and water projects. The company is based in Camp Hill, PA, and has subsidiaries in the United States and Canada. With over 2,500 employees, Gannett Fleming consistently ranks among the industry's top design firms and embraces sustainability, innovation, and advanced solutions to solve clients' complex challenges and improve the communities they serve. The company offers comprehensive infrastructure solutions to a wide range of markets, including transportation, life sciences, water resources, education, industrial, federal, power, and energy. Gannett Fleming is ISO 9001:2015 certified, which assures clients that they meet the most rigorous and independently audited quality standards. The company was founded in 1915 by Theodore Seelye and Farley Gannett, and the CEO is Robert M. Scaer. | Engineering & Construction | Director/Board Member Director/Board Member | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
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 Private Equity Investor | |
| Yale University | College/University | Doctorate Degree Undergraduate Degree | |
| University of Minnesota Twin Cities | College/University | Graduate Degree Undergraduate Degree | |
Musketeer Capital Partners
 Musketeer Capital Partners Financial ConglomeratesFinance Musketeer Capital Partners provides investment services. The private company is based in New York, NY. The company was founded by Joshua Chad Koren. | Financial Conglomerates | Founder | |
| CompoSecure Holdings LLC | Chief Executive Officer | ||
IntraPac LP
 IntraPac LP Financial ConglomeratesFinance IntraPac LP is an acquisition vehicle. | Financial Conglomerates | Director/Board Member | |
iSolved HCM Services LLC
 iSolved HCM Services LLC Miscellaneous Commercial ServicesCommercial Services iSolved HCM Services LLC engages in the provision of payroll management services. The company was founded in 1990 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | President |
Statistics
International
| United States | 45 |
| Canada | 2 |
Sectoral
| Finance | 23 |
| Consumer Services | 15 |
| Technology Services | 3 |
| Commercial Services | 3 |
| Industrial Services | 2 |
Operational
| Director/Board Member | 134 |
| Corporate Officer/Principal | 123 |
| Undergraduate Degree | 77 |
| Analyst-Equity | 63 |
| Private Equity Investor | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Theodore Coons | 27 |
| Steven Lefkowitz | 26 |
| Joe Benavides | 20 |
| Ariel Garcia | 20 |
| J. Milner | 16 |
| Russell Reeder | 16 |
| Parin Shah | 15 |
| Matthew Labovitz | 14 |
| Lee Shavel | 13 |
| Edward Dolanski | 12 |
| Peter LaMontagne | 12 |
| Todd Plott | 12 |
| Cong Wang | 11 |
| David Beker | 11 |
| Jonathan Wilk | 10 |
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