Jason H. Kolbert
Director of Research - Equity at Dawson James Securities, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James McIlree | M | - |
Dawson James Securities, Inc.
 Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | 3 years |
| Sherry Grisewood | F | 71 |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | - |
| Robert Keyser | M | - |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | 12 years |
| Thomas Hands | M | - |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | 20 years |
| Souhow Yao | M | - |
Susquehanna Financial Group LLLP
 Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | 17 years |
| Steven J. Scheinman | M | - |
The State University of New York
| 40 years |
| Marc Steinberg | M | - |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | 18 years |
| Jason Wesly McCarthy | M | - |
Maxim Group LLC
 Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | 10 years |
| Jack Vander Aarde | M | - |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | 8 years |
| Michael Okunewitch | M | - |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Gregg Moskowitz | M | - |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | 4 years |
| Michael Rindos | M | - |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies.
The State University of New York
| 6 years |
| Richard J. Ablin | M | - |
The State University of New York
| 6 years |
| Quinn McCarthy | M | - |
ThinkEquity LLC
 ThinkEquity LLC Investment Banks/BrokersFinance ThinkEquity LLC, formerly ThinkPanmure LLC, is a broker/dealer located in San Francisco with additional offices in New York City, Minneapolis and Chicago. The firm was formed as a result of the merger between Panmure Gordon & Co. and ThinkEquity Partners LLC. They are a member of FINRA and the SIPC. ThinkEquity focuses exclusively on the growth sectors of the economy. The firm offers targeted research, investment banking, institutional sales and trading, wealth management and asset management services for private clients, institutional investors, corporate and private clients, venture capitalists, entrepreneurs and financial sponsors. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals. ThinkEquity focuses on the following sectors: software, communications, Internet/media, semiconductors, green technology and healthcare. The firm provides advisory services including raising capital for public and private companies, institutional brokerage and trading, asset management, wealth management and mergers & acquisitions. | - |
| Ambuj A. J. Jain | M | - |
The State University of New York
| 6 years |
| Brian Peter Skorney | M | - |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients.
ThinkEquity LLC
ThinkEquity LLC Investment Banks/BrokersFinance ThinkEquity LLC, formerly ThinkPanmure LLC, is a broker/dealer located in San Francisco with additional offices in New York City, Minneapolis and Chicago. The firm was formed as a result of the merger between Panmure Gordon & Co. and ThinkEquity Partners LLC. They are a member of FINRA and the SIPC. ThinkEquity focuses exclusively on the growth sectors of the economy. The firm offers targeted research, investment banking, institutional sales and trading, wealth management and asset management services for private clients, institutional investors, corporate and private clients, venture capitalists, entrepreneurs and financial sponsors. They specialize in identifying, analyzing and understanding the technological, macroeconomic and cultural trends that impact key growth verticals. ThinkEquity focuses on the following sectors: software, communications, Internet/media, semiconductors, green technology and healthcare. The firm provides advisory services including raising capital for public and private companies, institutional brokerage and trading, asset management, wealth management and mergers & acquisitions. | 5 years |
| Ambuj Kumar Jain | M | - |
The State University of New York
| 6 years |
| Malindi N. Davies | F | - |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | 2 years |
| Robert John Murphy | M | - |
The State University of New York
| 6 years |
| Joseph B. Rizzo | M | 59 |
The State University of New York
| 7 years |
| Kenneth J. Yanneck | M | - |
The State University of New York
| 5 years |
| Robert Wasserman | M | - |
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | 10 years |
| Paul G. Sedlack | M | - |
The State University of New York
| 6 years |
| Qiong Pan | F | 69 |
The State University of New York
| 3 years |
| Chun Ching Cheng | M | - |
The State University of New York
| 4 years |
| Cengiz Erol | M | - |
The State University of New York
| 5 years |
| King Hui Lim | M | 60 |
The State University of New York
| 4 years |
| James Daniel McQuiggan | M | - |
The State University of New York
| 8 years |
| Robert Allen Papiri | M | 62 |
The State University of New York
| 3 years |
| Mike H. Meyer | M | - |
The State University of New York
| 4 years |
| William J. Nason | M | - |
The State University of New York
| 4 years |
| Theodore F. Masters | M | - |
The State University of New York
| 4 years |
| Denise Lombardi | F | - |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | - |
| Gay Snow | F | - |
The State University of New York
| 4 years |
| Debby Gilbert | F | - |
The State University of New York
| 4 years |
| David M. Privitera | M | - |
The State University of New York
| 4 years |
| Yvan-Claude J. Pierre | M | - |
The State University of New York
| 4 years |
| Omar bin Musa | M | 62 |
The State University of New York
| 4 years |
| Kathirgamasundaram Sooriakumar | M | 60 |
The State University of New York
| 4 years |
| Brian I. Pfeffer | M | - |
The State University of New York
| 4 years |
| Michael Hirschberg | M | 60 |
The State University of New York
| 4 years |
| Ronald G. Mamrosh | M | - |
The State University of New York
| 4 years |
| Gail Hunter | F | - |
The State University of New York
| 4 years |
| Mary Unangst | F | - |
The State University of New York
| 4 years |
| Gwang-Shik Park | M | 62 |
The State University of New York
| 2 years |
| Beth Maguire | F | - |
The State University of New York
| 4 years |
| Mike A. Pietzak | M | - |
The State University of New York
| 4 years |
| Michael Watzky | M | - |
The State University of New York
| 4 years |
| Liz Russell | F | - |
The State University of New York
| 4 years |
| Jack Senzon | M | - |
The State University of New York
| 2 years |
| Bruce Mitchell Kallins | M | - |
The State University of New York
| 4 years |
| Steven Goldsmith | M | - |
The State University of New York
| 4 years |
| James F. Moyle | M | - |
The State University of New York
| 4 years |
| Nancy J. Hecox | F | - |
The State University of New York
| 4 years |
| Jay Lefkowicz | M | - |
The State University of New York
| 4 years |
| Joseph Higgins | M | - |
The State University of New York
| 4 years |
| Tamara Newbold | F | - |
The State University of New York
| 4 years |
| Steven J. Towell | M | - |
The State University of New York
| 4 years |
| John Sheehan | M | - |
The State University of New York
| 4 years |
| Jeffrey Adam Dachis | M | 58 |
The State University of New York
| 3 years |
| Sharon L. Smith | F | - |
The State University of New York
| 4 years |
| Jim McGrath | M | - |
The State University of New York
| 4 years |
| Gary R. Mottola | M | - |
The State University of New York
| 2 years |
| Joseph L. DeFrancisci | M | 64 |
The State University of New York
| 4 years |
| Ira Edelblum | M | - |
The State University of New York
| 4 years |
| John J. D'Angelo | M | - |
The State University of New York
| 4 years |
| Jeffrey Peck | M | - |
The State University of New York
| 4 years |
| Gary Joseph Friedmann | M | - |
The State University of New York
| 4 years |
| Steven Eric Kent | M | 61 |
The State University of New York
| 3 years |
| Todd Kevin Koffman | M | - |
The State University of New York
| 4 years |
| David Weiner | M | - |
The State University of New York
| 4 years |
| Todd Wakefield | M | - |
The State University of New York
| 14 years |
| Alan Pavese | M | - |
The State University of New York
| 4 years |
| Peter J. St. Denis | M | - |
The State University of New York
| 4 years |
| Jim Harvey | M | - |
The State University of New York
| 4 years |
| Bruce Howard Geller | M | 55 |
The State University of New York
| 4 years |
| Edward J. Weisberger | M | 59 |
The State University of New York
| 4 years |
| John T. Quinn | M | 60 |
The State University of New York
| 4 years |
| Gang Yu | M | 58 |
The State University of New York
| 1 years |
| Mark Carey Rosenthal | M | - |
The State University of New York
| 4 years |
| Alan Kwong | M | 64 |
The State University of New York
| 4 years |
| Gail Katz Dukas | F | - |
The State University of New York
| 4 years |
| Timothy Kuniskis | M | 57 |
The State University of New York
| 4 years |
| Dan Loughran | M | - |
The State University of New York
| 4 years |
| Craig Bell | M | 66 |
The State University of New York
| 3 years |
| Michael Wright | M | - |
The State University of New York
| 3 years |
| Mike Crill | M | - |
The State University of New York
| 4 years |
| Adam Lustig | M | - |
The State University of New York
| 4 years |
| Steven A. Navarro | M | - |
The State University of New York
| 4 years |
| Steven D. MacDonald | M | - |
The State University of New York
| 4 years |
| Mike Rundle | M | - |
The State University of New York
| 4 years |
| Rocky Mountain | M | - |
The State University of New York
| 5 years |
| Lloyd S. Harmetz | M | - |
The State University of New York
| 4 years |
| Kenneth Heitner | M | - |
The State University of New York
| 4 years |
| Robert Scott Kaplan | M | - |
The State University of New York
| 4 years |
| Evan Charles Rourke | M | 60 |
The State University of New York
| 4 years |
| Jeffrey L. Hale | M | 61 |
The State University of New York
| 4 years |
| Bob Fahy | M | - |
The State University of New York
| 4 years |
| Paul E. Pompeo | M | - |
The State University of New York
| 4 years |
| Hee-Jun Kim | M | 62 |
The State University of New York
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jason H. Kolbert
- Personal Network
