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Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Michael Charles Greene | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 23 years |
David Drucker | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 4 years |
Adam Marc Fisher | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 8 years |
Dick McCabe | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 43 years |
Philip J. Karmin | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 8 years |
James Howard Elliot | M | 54 |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 12 years |
Thomas Stanley Paluck | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | - |
George Sommerfeld | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 18 years |
Sara Carpi | F | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 3 years |
Pong C. Chan | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 24 years |
James R. Greene | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 29 years |
Raymond C. Anderson | M | 58 |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | - |
Donald Cullen Potts | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 6 years |
Sam Collins | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | - |
Daniel Lester Tulis | M | 86 |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 12 years |
Bob Schweich | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | - |
Kurt B. Karmin | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 8 years |
Wayne Adam Geffen | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 6 years |
Stanley George Lee | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 16 years |
Mordechai Abir | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | - |
Steven A. Kapen | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 6 years |
James Richard Jundt | M | 82 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 4 years |
Denis Patrick Kelleher | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 9 years |
James L. Rawlings | M | 79 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 11 years |
Benjamin Henry Nahum | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 17 years |
Dennis Delafield | M | 88 |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | - |
Erwin Arnold Zeuschner | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 28 years |
Robert William Kleinschmidt | M | 64 |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | - |
John Clemens Hathaway | M | 83 |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | - |
Moses Taylor | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 6 years |
Kristin Gamble | F | 77 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 3 years |
Raymond Frankel | M | - |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | - |
Rand William Gesing | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 9 years |
Jordan Fraser Posner | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | 17 years |
Michael L. Watner | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 19 years |
Charles Minter | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 20 years |
Paul Elliot | M | 84 |
Burnham Asset Management Corp.
![]() Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | 12 years |
David G. Goldstein | M | - |
Greene David J & Co. LLC.
![]() Greene David J & Co. LLC. Investment ManagersFinance Founded in 1938, David J. Greene and Company LLC (DJG) is an investment advisor located in New York City | - |
Jorge Rafael Herrera | M | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | 45 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 39 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- George Levinson
- Personal Network