![James Louis Copell](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in James Louis Copell first degree
Entity | Entity type | Industry | |
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Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry.
4
| Private Company | Investment Banks/Brokers | 4 |
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC.
4
| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Louis Copell via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
The Blackstone Group, Inc. (Illinois)
![]() The Blackstone Group, Inc. (Illinois) Engineering & ConstructionIndustrial Services The Blackstone Group, Inc. provides marketing research services. It provides custom market research services for clients in industries as consumer packaged goods, financial services, healthcare and technology. The firm's clients include eBay, Harris Bank and Pfizer. The company was founded by Ashref A. Hashim in 1987 and is headquartered in Chicago, IL. | Engineering & Construction | Corporate Officer/Principal | |
Family Capital Trust Co. (Investment Management)
![]() Family Capital Trust Co. (Investment Management) Investment ManagersFinance Family Capital Trust Co. (Investment Management) (Family Capital-IM) is the investment management division of Family Capital Trust Co., a private, nationally chartered corporate trustee headquartered in Peabody, Massachusetts. The firm was founded in 1999 by Robert Frey and Letitia Beauregard. Family Capital-IM manages family trusts and multi-generation wealth for individuals, families, institutions, and foundations. | Investment Managers | Corporate Officer/Principal | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin | |
University of South Florida | College/University | Undergraduate Degree | |
Polen Capital Management LLC
![]() Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Scharf Investments LLC
![]() Scharf Investments LLC Investment ManagersFinance Scharf Investments LLC (Scharf) is an independent, SEC-registered independent investment advisor and wealth management firm headquartered in Los Gatos, California. The firm was founded by Jeffrey Scharf in 1983. Scharf provides investment advice and portfolio management for individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments and foundations through separately managed client accounts. The firm participates in certain wrap fee programs acting as a sub-adviser to an investment sponsor. | Investment Managers | Trading-Equity | |
Suncoast Equity Management LLC
![]() Suncoast Equity Management LLC Investment ManagersFinance Suncoast Equity Management LLC (SEM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Don Jowdyin 1997. SEM provides investment advisory services to individuals, families and foundations, corporate pensions, profit-sharing plans and individual retirement accounts. | Investment Managers | Sales & Marketing | |
Drexel University | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
IT Consulting International
![]() IT Consulting International Information Technology ServicesTechnology Services Part of DXC Technology Co., IT Consulting International is a company that provides information technology consulting services. The company is based in New York, NY. The company was founded by Michael Friedland. IT Consulting International was acquired by Luxoft OOO on May 01, 2006. | Information Technology Services | Institutional Sales | |
Babson College | College/University | Masters Business Admin | |
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 | |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | Investment Banks/Brokers | Director of Research - Equity | |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Portfolio Manager-Equities | |
Trust & Fiduciary Income Partners LLC
![]() Trust & Fiduciary Income Partners LLC Investment ManagersFinance Part of Ironmen Holdings LLC, Trust & Fiduciary Income Partners LLC provides investment advice. The company is based in Hackensack, NJ. The company was founded in 2016. The CEO is Stephen Christopher Selver. | Investment Managers | Portfolio Manager-Equities | |
Bramshill Investments LLC
![]() Bramshill Investments LLC Investment ManagersFinance Bramshill Investments LLC (Bramshill) is an employee owned alternative asset management firm headquartered in Naples, Florida. The firm was founded by Art DeGaetano in 2012 and is wholly-owned by Ironmen Holdings LLC. Bramshill provides investment advisory services to institutions, family offices, and high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
BKF CAPITAL GROUP, INC. | Financial Conglomerates | Corporate Officer/Principal | |
The North Shore Technology Council | Director/Board Member | ||
George Washington University | College/University | Undergraduate Degree |
Statistics
International
United States | 29 |
Sectoral
Finance | 18 |
Consumer Services | 8 |
Industrial Services | 2 |
Process Industries | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 14 |
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 5 |
Director of Research - Equity | 3 |
Masters Business Admin | 3 |
Most connected contacts
Insiders | |
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Sean Thomas Wright | 9 |
Steve Carhart | 8 |
James Trozze | 6 |
Robert Knapp | 5 |
Doug Nussman | 4 |
Carol Valenti | 2 |
Richard M. Mason | 2 |
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