Bernard M. Notas
Director of Finance/CFO at Sanctuary Securities LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Anton LeRoy | M | - |
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. | 16 years |
| Jennifer Mermel | F | - |
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. | 21 years |
| Rich Jacklin | M | - |
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. | 15 years |
| Robert A. Klosterboer | M | 63 |
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. | 6 years |
| Wes Gradone | M | - |
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. | 17 years |
| Randall McCallum | M | - |
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. | 17 years |
| Evan Seidenstein | M | - |
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. | 17 years |
| Jonas Moe | M | - | 23 years | |
| William B. Wright | M | - |
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. | 8 years |
| Edmund B. Hourigan | M | 62 | 18 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matthew LaVay | M | 54 | 6 years | |
| A. Barr Dolan | M | 74 | 18 years | |
| Tom Tyson | M | - |
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. | - |
| Jonathan Corr | M | 57 | 18 years | |
| Thom Weisel | M | 83 |
Montgomery Securities, Inc.
| 26 years |
| Craig S. Davis | M | 72 | 15 years | |
| Marina Levinson | F | 66 | 5 years | |
| Joseph H. Langner | M | 60 | 9 years | |
| Lisa Bruun | F | - | 20 years | |
| Jeb Spencer | M | 55 | 8 years | |
| Frank Schultz | M | 85 | - | |
| Marc Blazer | M | - |
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. | 2 years |
| Ben Marsh | M | - |
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. | - |
| Elisa Lee | F | 49 | 5 years | |
| Brian Petitt | M | - |
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.
Montgomery Securities, Inc.
| - |
| Alan Henricks | M | 73 | 5 years | |
| Kindra Tatarsky | F | - |
Montgomery Securities, Inc.
| 7 years |
| Michelle Gable | F | - | 5 years | |
| John Fawls | M | - |
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. | - |
| Sean Dougherty | M | - |
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. | 2 years |
| Joseph Tyrrell | M | - | - | |
| Brian Brown | M | 42 | 5 years | |
| Edgar A. Luce | M | 73 | 13 years | |
| Allison Kelley | F | - |
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. | 10 years |
| Robert J. Levin | M | 65 | 10 years | |
| Carrie L. Boyko | F | - |
Montgomery Securities, Inc.
| - |
| Lewis Coleman | M | 82 |
Montgomery Securities, Inc.
| 5 years |
| Doug F. Whitman | M | - |
Montgomery Securities, Inc.
| 11 years |
| John Bradley Miller | M | - |
Montgomery Securities, Inc.
| 13 years |
| Seth Gersch | M | 76 |
Montgomery Securities, Inc.
| 11 years |
| Paul Madera | M | 67 |
Montgomery Securities, Inc.
| 5 years |
| Bob Tishman | M | - |
Montgomery Securities, Inc.
| 6 years |
| Henry Brinck | M | - |
Montgomery Securities, Inc.
| 4 years |
| Robert Long | M | 67 |
Montgomery Securities, Inc.
| 4 years |
| Steven Robert Baum | M | - |
Montgomery Securities, Inc.
| 1 years |
| Cordy Snyder | M | - |
Montgomery Securities, Inc.
| 8 years |
| Peter Stoneberg | M | 68 |
Montgomery Securities, Inc.
| 5 years |
| Bob Jersey | M | - |
Montgomery Securities, Inc.
| 5 years |
| Denise M. Gilbert | M | 66 |
Montgomery Securities, Inc.
| 7 years |
| Peter Tarrant | M | - |
Montgomery Securities, Inc.
| - |
| Chris Keller | M | - |
Montgomery Securities, Inc.
| 3 years |
| Jay Cecil | M | - |
Montgomery Securities, Inc.
| 2 years |
| Johnathan Lloyd Fitzgibbons | M | - |
Montgomery Securities, Inc.
| 3 years |
| Richard Herrick Kimball | M | 67 |
Montgomery Securities, Inc.
| 10 years |
| Vikas P. Tandon | M | - |
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. | - |
| John Hill | M | - |
Montgomery Securities, Inc.
| 3 years |
| Jonathan S. Kahn | M | - |
Montgomery Securities, Inc.
| 9 years |
| John W. Kirby | M | - |
Montgomery Securities, Inc.
| 6 years |
| Thomas Krouse | M | - |
Montgomery Securities, Inc.
| - |
| Tony Avila | M | - |
Montgomery Securities, Inc.
| - |
| Bert Roberts | M | - |
Montgomery Securities, Inc.
| 5 years |
| Susan Chenoweth Scarth | F | - | - | |
| John B. Jones | M | 79 |
Montgomery Securities, Inc.
| 7 years |
| Peter H. Mcmillan | M | - |
Montgomery Securities, Inc.
| 11 years |
| Jack G. Levin | M | 76 |
Montgomery Securities, Inc.
| 14 years |
| Greg S. Curhan | M | 62 |
Montgomery Securities, Inc.
| 3 years |
| Ned Paul Zachar | M | - |
Montgomery Securities, Inc.
| - |
| Susanne Mulligan | F | - |
Montgomery Securities, Inc.
| 1 years |
| Gary L. Cooper | M | - |
Montgomery Securities, Inc.
| - |
| Alice A. Ruth | F | - |
Montgomery Securities, Inc.
| 7 years |
| Tim Lesko | M | - |
Montgomery Securities, Inc.
| 2 years |
| Matt Nemer | M | - |
Montgomery Securities, Inc.
| 2 years |
| David M. Scharf | M | - |
Montgomery Securities, Inc.
| 4 years |
| Michael Moe | M | 61 |
Montgomery Securities, Inc.
| 3 years |
| Jim Fowler | M | 62 |
Montgomery Securities, Inc.
| 4 years |
| Christopher John Hartung | M | 55 |
Montgomery Securities, Inc.
| 1 years |
| Jim J. Janesky | M | - |
Montgomery Securities, Inc.
| 5 years |
| Bill Ong | M | - |
Montgomery Securities, Inc.
| 2 years |
| Rob Sanderson | M | - |
Montgomery Securities, Inc.
| - |
| Jaimi Goodfriend | F | - |
Montgomery Securities, Inc.
| 1 years |
| Craig Wainwright Wood | M | - |
Montgomery Securities, Inc.
| 4 years |
| Traci Mangini | F | - |
Montgomery Securities, Inc.
| 6 years |
| Adam D. Compton | M | 59 |
Montgomery Securities, Inc.
| 4 years |
| Jeffrey Stockton Mills | M | - |
Montgomery Securities, Inc.
| 2 years |
| Jim Concidine | M | - |
Montgomery Securities, Inc.
| 8 years |
| Rob D. Ward | M | 56 |
Montgomery Securities, Inc.
| 3 years |
| Sandy Miller | M | 74 |
Montgomery Securities, Inc.
| 8 years |
| David B. Readerman | M | - |
Montgomery Securities, Inc.
| 7 years |
| Jeffrey Wei Lin | M | - |
Montgomery Securities, Inc.
| 10 years |
| Richard Keith Kravitz | M | - |
Montgomery Securities, Inc.
| - |
| Jim F. Wilson | M | 61 |
Montgomery Securities, Inc.
| - |
| Thor Eivind Kallerud | M | - |
Montgomery Securities, Inc.
| - |
| Shaugn Stephen Stanley | M | 64 |
Montgomery Securities, Inc.
| 2 years |
| Kevin D. Blair | M | - |
Montgomery Securities, Inc.
| 9 years |
| Michael Lazarus | M | 69 |
Montgomery Securities, Inc.
| - |
| Derek Lemke-von Ammon | M | 66 |
Montgomery Securities, Inc.
| 9 years |
| Janet A. Kluzik | F | - |
Montgomery Securities, Inc.
| 9 years |
| Sean Schickedanz | M | 56 |
Montgomery Securities, Inc.
| 4 years |
| Diane Merdian | F | 64 |
Montgomery Securities, Inc.
| 6 years |
| Blake Jorgensen | M | 64 |
Montgomery Securities, Inc.
| 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
- Bernard M. Notas
- Personal Network
