Bernard M. Notas
Director of Finance/CFO at Sanctuary Securities LLC
Network origin in Bernard M. Notas first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Montgomery Securities, Inc.
89
| Extinct | Investment Banks/Brokers | 89 |
BTIG LLC
 BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
36
| Subsidiary | Investment Banks/Brokers | 36 |
| Subsidiary | Packaged Software | 35 | |
Offroad Capital Corp.
 Offroad Capital Corp. Investment Banks/BrokersFinance Part of NYPPEX Holdings LLC, Offroad Capital Corp. operates an online securities marketplace. The company is based in San Francisco, CA. The company was founded by Denise M. Thomas. Offroad Capital was acquired by New York Private Placement Network LLC on October 12, 2001.
4
| Subsidiary | Investment Banks/Brokers | 4 |
PowerSphyr, Inc.
 PowerSphyr, Inc. Electronic Production EquipmentElectronic Technology PowerSphyr, Inc. provides wireless power solutions for business, automotive, industrial, and consumer markets. The company was founded by David F. Meng, Neil Ganz, and William B. Wright in 2016 and is headquartered in Danville, CA.
2
| Holding Company | Electronic Production Equipment | 2 |
| Public Company | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bernard M. Notas via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Thomas Weisel Partners Group, Inc.
 Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Chief Executive Officer Founder Director of Finance/CFO Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Masters Business Admin | |
JMP Securities LLC
 JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity Director of Research - Equity Corporate Officer/Principal | |
| Amherst College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Stanford Graduate School of Business | College/University | Director/Board Member Director/Board Member Masters Business Admin Masters Business Admin | |
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Investment Banks/Brokers | President Analyst-Equity Analyst-Equity | |
| New York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
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 Masters Business Admin Masters Business Admin | |
Mortgage Bankers Association
 Mortgage Bankers Association Miscellaneous Commercial ServicesCommercial Services Mortgage Bankers Association is an American company that provides web, virtual event, and mobile solutions to its clients. The non-profit company is based in Washington and has subsidiaries in the United States. The company has over 20 certifications and dedicated success specialists to ensure their clients' satisfaction. The company offers industry-leading engagefully and engagefully events apps and platforms that power year-round member engagement as well as in-person, hybrid/blended, and virtual events on both mobile and desktop devices. The company is a Sitefinity Gold Partner with years of experience delivering results-driven association websites using the Sitefinity platform. The CEO of the company is Robert D. Broeksmit. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin 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 | Masters Business Admin Graduate Degree Graduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director of Finance/CFO Corporate Officer/Principal | |
Baypoint Trading LLC
 Baypoint Trading LLC Investment Banks/BrokersFinance Baypoint Trading LLC provides institutional brokerage and fund services. The private company is based in San Francisco, CA and has subsidiaries in the United States. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Meritech Capital Partners
 Meritech Capital Partners Investment ManagersFinance Meritech Capital Partners (Meritech Capital) is a venture capital firm founded in 1999 by Mike Gorden, Paul Madera and Rob Ward. The firm is headquartered in Palo Alto, California. | Investment Managers | Founder Founder | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
Weston Presidio Service Co. LLC
 Weston Presidio Service Co. LLC Investment ManagersFinance Weston Presidio Service Co. LLC (Weston Presidio) is a private equity firm founded in 1991 by Michael Cronin and Michael Lazarus. The firm is headquartered in San Francisco, California. | Investment Managers | Founder Private Equity Investor | |
| San Diego State University | College/University | Graduate Degree Undergraduate Degree | |
| St. Mary's University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Connective Capital Management LLC
 Connective Capital Management LLC Investment ManagersFinance Connective Capital Management LLC (CCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Palo Alto, California. The firm was founded by Robert Romero in 2003. CCM provides investment advice to pooled investment vehicles and separately managed accounts. | Investment Managers | Director of Research - Equity Chief Operating Officer | |
Harvest Capital Strategies LLC
 Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal Market Strategist | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
ReverseVision, Inc.
 ReverseVision, Inc. Packaged SoftwareTechnology Services ReverseVision, Inc. provides reverse mortgage software solutions. The firm's products include ReverseVision Suite, which is a business process driven reverse mortgage origination solution for medium to large organizations and it covers all aspects of the origination process from prospect to closing and shipping, and ReverseVision for underwriting, ReverseVision for closing and proprietary products. It specializes in reverse mortgage technology. The company was founded by Thomas M. Martignoni in 2005 and is headquartered in San Diego, CA. | Packaged Software | Chief Executive Officer Director/Board Member |
Statistics
International
| United States | 50 |
| Kazakhstan | 2 |
Sectoral
| Finance | 30 |
| Consumer Services | 18 |
| Commercial Services | 3 |
| Retail Trade | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 292 |
| Director/Board Member | 248 |
| Undergraduate Degree | 83 |
| Analyst-Equity | 69 |
| Independent Dir/Board Member | 57 |
Most connected contacts
| Insiders | |
|---|---|
| Michael Moe | 38 |
| Alan Henricks | 28 |
| Sandy Miller | 26 |
| Jeb Spencer | 25 |
| Paul Madera | 25 |
| Michael Lazarus | 23 |
| Thom Weisel | 21 |
| Seth Gersch | 21 |
| Lewis Coleman | 20 |
| Robert Long | 20 |
| Richard Herrick Kimball | 19 |
| Peter Stoneberg | 17 |
| Jonathan Corr | 17 |
| Rob D. Ward | 17 |
| Marina Levinson | 16 |
- Stock Market
- Insiders
- Bernard M. Notas
- Company connections