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Jay Michael Skaalen
Analyst-Equity at Osborne Partners Capital Management LLC
Network origin in Jay Michael Skaalen first degree
Entity | Entity type | Industry | |
---|---|---|---|
California Polytechnic State University (San Luis Obispo)
57
| College/University | Other Consumer Services | 57 |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.
28
| Subsidiary | Investment Managers | 28 |
Osborne Partners Capital Management LLC
![]() Osborne Partners Capital Management LLC Investment ManagersFinance Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.
7
| Private Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jay Michael Skaalen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Investment Managers | Trading-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 | Corporate Officer/Principal Analyst-Equity | |
Routeware, Inc.
![]() Routeware, Inc. Packaged SoftwareTechnology Services Routeware, Inc. engages in the provision of fleet management software services. It designs and manufactures hardware and software for the waste industry. Its products and services include on-board tablet computers, workflow automation, service verification, driver productivity analytics, video capture, and RFID tag management. The company was founded by Steven Kaufman in 1999 and is headquartered in Portland, OR. | Packaged Software | Director/Board Member | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Analyst | |
University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
Bregal Sagemount
![]() Bregal Sagemount Investment ManagersFinance Bregal Sagemount (Bregal Sagemount) is a private equity subsidiary of Bregal Investments LLP founded in 2012 by Adam Fuller, Michael Kosty and Pavan Tripathi. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Banner Ridge Partners LP
![]() Banner Ridge Partners LP Investment ManagersFinance Banner Ridge Partners LP (Banner Ridge Partners) is a private equity firm founded in 2019 by Anthony Michael Cusano and C. J. Driessen. The firm is headquartered in New York. | Investment Managers | Founder Private Equity Investor | |
University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin | |
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Graduate Degree Masters Business Admin | |
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 Graduate Degree | |
Santa Clara University | College/University | Masters Business Admin Graduate Degree | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Fixed Income Analyst-Fixed Income | |
University of Wisconsin | College/University | Undergraduate Degree | |
Global Value Investment Corp.
![]() Global Value Investment Corp. Investment ManagersFinance Global Value Investment Corp. (GVIC) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2007 by Jeffrey Geygan. GVIC offers investment research and advisory services to a wide variety of clients. | Investment Managers | Corporate Officer/Principal | |
TECHPOINT, INC. | Semiconductors | Director of Finance/CFO | |
Olympus Peak Asset Management LP
![]() Olympus Peak Asset Management LP Investment ManagersFinance Olympus Peak Asset Management LP (OPAM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded by Doreen Mochrie and Todd Westhus in 2018. OPAM serves as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles. An investment in a Fund is generally open to, among others, institutions, pension plans, endowments, high net-worth individuals, financially sophisticated individuals, and other sophisticated investors. | Investment Managers | Analyst-Equity | |
Banneker Partners LLC
![]() Banneker Partners LLC Investment ManagersFinance Banneker Partners LLC (Banneker Partners) is a private equity firm founded in 2010 by James Stephen Davis. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
UCLA School of Law | College/University | Doctorate Degree | |
L7 Informatics, Inc.
![]() L7 Informatics, Inc. Packaged SoftwareTechnology Services L7 Informatics, Inc. provides integrated informatics platform for laboratory operations. The firm''s solutions include EnterpriseScience Platform, Genomic Cloud, BioBuilds and custom solutions. The company was founded by Christopher Mueller in 2011 and is headquartered in Austin, TX. | Packaged Software | Director/Board Member | |
iGrafx LLC
![]() iGrafx LLC Information Technology ServicesTechnology Services iGrafx LLC engages in the provision of business process management and analysis solutions. The company was founded by Ken Carraher and Ed Maddock in 1991 and is headquartered in Tualatin, OR. | Information Technology Services | Director/Board Member | |
Dairy LLC
![]() Dairy LLC Packaged SoftwareTechnology Services Dairy LLC provides market intelligence and software-as-a-service solutions. Its primary business segments include bulk commodity sourcing and trading exchange, transportation services, raw milk management solutions, market intelligence via subscriptions, in-depth consulting and research, risk management executions and managed services. The company was founded in 2000 and is headquartered in Frisco, TX. | Packaged Software | Director/Board Member | |
Wonderware, Inc.
![]() Wonderware, Inc. Packaged SoftwareTechnology Services Wonderware, Inc. develops real-time operations management software. The company is based in East Providence, RI and has subsidiaries in the United States. Daniel Paulus has been the CEO of the company since 2020. | Packaged Software | Director/Board Member | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
BLOCK, INC. | Information Technology Services | Private Equity Investor | |
CVC Advisers (Luxembourg) SARL | Investment Managers | Director/Board Member | |
Ever.Ag Corp.
![]() Ever.Ag Corp. Packaged SoftwareTechnology Services Ever.Ag Corp. is an agriculture-focused company that offers software and services to support the entire supply chain, from farm to table. The company is based in Frisco, TX and has subsidiaries in the United States and Ireland. The company's solutions cater to dairy, crops, animal protein, and agribusiness customers, providing advanced technology, risk management, and market intelligence to operate more efficiently, sustainably, nimbly, and strategically. Ever.Ag was founded in 2022, and the CEO is Scott Sexton. | Packaged Software | Director/Board Member | |
SRE GROUP LIMITED | Real Estate Development | Director/Board Member | |
Shanghai Shuo Cheng Real Estate Ltd.
![]() Shanghai Shuo Cheng Real Estate Ltd. Real Estate DevelopmentFinance Part of SRE Group Ltd., Shanghai Shuo Cheng Real Estate Ltd. invests and develops real estate. The company is based in Shanghai, China. Shanghai Shuo Cheng Real Estate was acquired by Mayson Resources Ltd., a SUB of SRE Group Ltd. from Shanghai Qifang Enterprise Co. Ltd. on November 03, 2006 for $1.93 million. | Real Estate Development | Corporate Officer/Principal | |
SRE Investment Holding Ltd.
![]() SRE Investment Holding Ltd. Financial ConglomeratesFinance SRE Investment Holding Ltd. investment holding company. The company is headquartered in Hong Kong. | Financial Conglomerates | Corporate Officer/Principal | |
University of Florida | College/University | Undergraduate Degree | |
Costanoa Venture Capital Management LLC
![]() Costanoa Venture Capital Management LLC Investment ManagersFinance Costanoa Venture Capital Management LLC (Costanoa Ventures) is a venture capital firm founded in 2012 by Greg Sands. The firm is headquartered in Palo Alto, California. | Investment Managers | Director of Finance/CFO | |
Rutgers Business School | College/University | Masters Business Admin | |
San Diego State University | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 38 |
Hong Kong | 3 |
Canada | 2 |
United Kingdom | 2 |
Luxembourg | 2 |
Sectoral
Finance | 21 |
Consumer Services | 13 |
Technology Services | 8 |
Commercial Services | 3 |
Health Technology | 2 |
Operational
Corporate Officer/Principal | 91 |
Undergraduate Degree | 86 |
Director/Board Member | 48 |
Analyst-Equity | 33 |
Consultant / Advisor | 29 |
Most connected contacts
Insiders | |
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Cole Fox | 17 |
Brandon van Buren | 16 |
Matthew McDonald | 15 |
Patrick ONeill | 14 |
Heath Morrison | 12 |
Brent Morrison | 11 |
Atul Kamra | 10 |
Matt Fishbein | 10 |
Luke R. Diaz | 8 |
Tracy Ellen Calder | 8 |
Gillian Erica Vapnek | 7 |
Patrick Fitzgerald | 7 |
Anthony Cusano | 7 |
Todd J. Jonasz | 7 |
Salvatore J. Badalamenti | 7 |
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