Network origin in Peter Gozelski first degree
Entity | Entity type | Industry | |
---|---|---|---|
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors.
13
| Extinct | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter Gozelski via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Portfolio Manager-Equities | |
Montana Board of Investments
Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Analyst-Equity | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | 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 | Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Institutional Sales | |
Arizona State University | College/University | Masters Business Admin | |
Bucknell University | College/University | Undergraduate Degree | |
California State University-Sacramento | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Indiana University | College/University | Masters Business Admin | |
Macalester College | College/University | Undergraduate Degree | |
Oregon State University | College/University | Undergraduate Degree | |
St. Mary's College (Maryland) | College/University | Masters Business Admin | |
Santa Clara University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Dallas | College/University | Masters Business Admin | |
University of San Diego | College/University | Undergraduate Degree | |
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. | Investment Banks/Brokers | Sales & Marketing | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
OLDE Discount Corp.
OLDE Discount Corp. Investment Banks/BrokersFinance OLDE Discount Corp. provides securities brokerage services. The private company is based in Detroit, MI. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 34 |
Sectoral
Finance | 18 |
Consumer Services | 18 |
Operational
Portfolio Manager-Equities | 16 |
Undergraduate Degree | 12 |
Analyst-Equity | 9 |
Corporate Officer/Principal | 8 |
Masters Business Admin | 8 |
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