![Frank A. Shepard](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Frank A. Shepard
President at Alden Associates, Inc.
Network origin in Frank A. Shepard first degree
Entity | Entity type | Industry | |
---|---|---|---|
Hamilton Lane Advisors LLC
![]() Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul.
10
| Holding Company | Investment Managers | 10 |
Alden Associates, Inc.
![]() Alden Associates, Inc. Electronics/Appliance StoresRetail Trade Alden Associates, Inc. engages in the provision of computers, networking equipment, and peripherals. The company was founded in 1984 and is headquartered in Bellevue, WA.
3
| Private Company | Electronics/Appliance Stores | 3 |
Utendahl Capital Partners LP
![]() Utendahl Capital Partners LP Investment Banks/BrokersFinance Founded in 1992, Utendahl Capital Partners LP is a broker/dealer located in New York City. Along with their affiliates in merchant banking, mezzanine finance and asset management, the firm offers a full range of investment banking products including equity, fixed-income, research, corporate finance and capital markets. Their research team focuses on small- to mid-cap companies in the business services, capital goods, consumer discretionary, consumer finance, consumer products, industrial machinery, media and entertainment and specialty finance sectors. The firm is a subsidiary of Utendahl Capital Group LLC.
2
| Extinct | Investment Banks/Brokers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Frank A. Shepard via their personal network
Company | Sector | Related people | Main position |
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AUTOMATIC DATA PROCESSING, INC. | Packaged Software | Chairman | |
Bear Stearns Depositor, Inc. Trust Certificates Series 2001-1 | Finance/Rental/Leasing | Corporate Officer/Principal | |
J. Alden Associates, Inc.
![]() J. Alden Associates, Inc. Investment Banks/BrokersFinance J. Alden Associates, Inc. is an independent firm that was founded in 1995. The company is based in Jenkintown, PA and offers a wide range of services including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker/dealer and RIA capabilities. The firm has 65 advisors spread across 14 districts and states and offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a compliance program. | Investment Banks/Brokers | Director of Research - Equity | |
TL Ventures, Inc.
![]() TL Ventures, Inc. Investment ManagersFinance TL Ventures Inc (TL Ventures) is a venture capital subsidiary of Safeguard Scientifics, Inc. founded in 1988 by Robert Keith. The firm is headquartered in Wayne, Pennsylvania. | Investment Managers | Private Equity Investor | |
PHOENIX RISING COMPANIES | Wholesale Distributors | Private Equity Investor | |
Boenning & Scattergood, Inc.
![]() Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Analyst-Equity | |
B. Riley Securities, Inc.
![]() B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Catholic University of America | College/University | Undergraduate Degree | |
Emerald Asset Management, Inc.
![]() Emerald Asset Management, Inc. Investment ManagersFinance Part of Emerald Asset Management Employee Stock Ownership Trust, Emerald Asset Management, Inc. is a diversified investment management holding company that manages client funds through its subsidiaries. The company is based in Lancaster, PA. The company's subsidiaries include Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, and Emstone Advisers LLC. The company's investment philosophy is research-focused and it primarily focuses on growth-oriented equity investing and income-oriented investing. The company manages assets worth approximately $3.80 billion as of December 31, 2022. The company was founded by Joseph Edward Besecker and he has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal | |
Swarthmore College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Graduate Degree Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Masters Business Admin | |
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 | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Villanova University | College/University | Undergraduate Degree | |
Wesleyan University | College/University | Undergraduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
Boenning & Scattergood, Inc. (Broker)
![]() Boenning & Scattergood, Inc. (Broker) Investment Banks/BrokersFinance Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy. | Investment Banks/Brokers | Analyst-Equity | |
Dekania Capital Management LLC
![]() Dekania Capital Management LLC Investment ManagersFinance Part of Cohen & Co., Inc., Dekania Capital Management LLC is a company that provides investment advisory services. The company is based in Philadelphia, PA. | Investment Managers | Compliance Officer | |
Murex Corp. | Corporate Officer/Principal | ||
MCG Securities LLC
![]() MCG Securities LLC Investment ManagersFinance Founded in 2012, MCG securities LLC is an investment research firm located in Wayne, Pennsylvania. The firm does business as Merion Capital Group and is a subsidiary of R5 Partners, Inc. | Investment Managers | Analyst-Equity President Compliance Officer | |
Equalize Community Development Fund
![]() Equalize Community Development Fund Investment Trusts/Mutual FundsMiscellaneous Equalize Community Development Fund is a closed-end, non-diversified management investment company, which engages in the provision of current income, consistent with the preservation of capital, and to enable institutional fund investors to claim favorable regulatory consideration of their investment. The firm is also involved in investing primarily in a portfolio of loans that are eligible for Community Reinvestment Act of 1977 treatment as community development loans or qualified investments. The company was founded on July 29, 2013 and is headquartered in Wayne, PA. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chief Executive Officer Corporate Secretary | |
Alden Capital Management LLC
![]() Alden Capital Management LLC Investment ManagersFinance Alden Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The CEO of the company is Lee Albert Calfo. | Investment Managers | Chief Executive Officer Compliance Officer | |
American Home Opportunity Mortgage Fund LP | Corporate Officer/Principal Corporate Officer/Principal | ||
Equalize Capital LLC
![]() Equalize Capital LLC Investment ManagersFinance Equalize Capital LLC provides investment advice. The private company is based in San Juan, Puerto Rico. The Puerto Rican company was founded by Lee Albert Calfo, who has been the CEO since incorporation. | Investment Managers | Director of Finance/CFO Chief Executive Officer | |
Bluestone Capital Management LLC
![]() Bluestone Capital Management LLC Investment ManagersFinance Bluestone Capital Management LLC (Bluestone) is a SEC-registered investment advisor and hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded in 2010 and is a subsidiary of R5 Partners, Inc. Bluestone provides advisory and investment management services to institutional investors and (primarily) high-net-worth individuals. | Investment Managers | Chief Executive Officer Compliance Officer | |
THE REALREAL, INC. | Internet Retail | Corporate Officer/Principal | |
Valley Brook Capital Group, Inc.
![]() Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | Investment Managers | Portfolio Manager-Equities | |
R5 Partners, Inc.
![]() R5 Partners, Inc. Investment Trusts/Mutual FundsMiscellaneous R5 Partners, Inc. operates as a holding firm. The company is headquartered in Wayne, PA. | Investment Trusts/Mutual Funds | Treasurer | |
Cohen & Company Securities LLC
![]() Cohen & Company Securities LLC Investment Banks/BrokersFinance Part of Cohen & Co., Inc., Cohen & Company Securities LLC provides securities brokerage services. The company is based in Philadelphia, PA. Chris Ricciardi has been the CEO of the company since 2006. | Investment Banks/Brokers | Chief Investment Officer | |
Northwestern University School of Law | College/University | Graduate Degree | |
HAMILTON LANE INCORPORATED | Investment Managers | Chief Operating Officer | |
Pittsburgh Glass Works LLC
![]() Pittsburgh Glass Works LLC Home FurnishingsConsumer Durables Pittsburgh Glass Works LLC designs, manufactures and distributes automotive glass products and services. It offers original equipment manufacturers windshields, rear and side windows, sidelites, automotive coatings, consumer products, and sundries that range from adhesives to hand tools, gloves to power tools, paper towels to tapes, and resins and razor blades. The company was founded in 2008 and is headquartered in Pittsburgh, PA. | Home Furnishings | Corporate Officer/Principal | |
Philadelphia Gas Works
![]() Philadelphia Gas Works Gas DistributorsUtilities Philadelphia Gas Works distributes natural gas to the residential, commercial, and industrial customers. It maintains a distribution system of gas mains and service pipes. The company was founded on February 8, 1836 and is headquartered in Philadelphia, PA. | Gas Distributors | Corporate Officer/Principal | |
HAMILTON LANE ALLIANCE HOLDINGS I, INC. | Financial Conglomerates | Chief Executive Officer | |
The Fuqua School of Business | College/University | Masters Business Admin | |
Axos Bank
![]() Axos Bank Regional BanksFinance Axos Bank provides consumer and wholesale banking services through online. Its brands include Bank of Internet USA, UFB direct, bank X, netbank and apartment bank. It offers premier online banking and financial services including business banking, home loans, commercial and industrial lending. The company was founded by Jerry L. Englert and Gary Lewis Evans in 1999 and is headquartered in San Diego, CA. | Regional Banks | Corporate Officer/Principal | |
Merck Sharp & Dohme Corp.
![]() Merck Sharp & Dohme Corp. Pharmaceuticals: MajorHealth Technology Merck Sharp & Dohme Corp. engages in the research, development, and distribution of vaccines, prescription drugs, and animal health products. The company is headquartered in Whitehouse Station, NJ. | Pharmaceuticals: Major | Director/Board Member | |
NXT Capital LLC
![]() NXT Capital LLC Investment ManagersFinance NXT Capital LLC engages in the provision of commercial financing services. It offers corporate finance, real estate finance, and asset management. The company was founded by Robert E. Radway in 2010 and is headquartered in Chicago, IL. | Investment Managers | Director/Board Member |
Statistics
International
United States | 45 |
Canada | 2 |
Sectoral
Finance | 26 |
Consumer Services | 14 |
Miscellaneous | 3 |
Technology Services | 2 |
Distribution Services | 2 |
Operational
Corporate Officer/Principal | 25 |
Director/Board Member | 22 |
Undergraduate Degree | 12 |
Analyst-Equity | 11 |
Chief Executive Officer | 10 |
Most connected contacts
Insiders | |
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Leslie Brun | 36 |
Lee Calfo | 16 |
Joe Gladue | 15 |
Andrea Kramer | 10 |
Kenneth R. Smith | 8 |
Cynthia Houlton | 7 |
Dave Helgerson | 3 |
Anthony J. Donofrio | 3 |
Tony D. Furey | 3 |
Dennis Scharf | 3 |
Alex C. Cheung | 2 |
Dee Ayala | 2 |
Brian Reilly | 2 |
Matthew Silverio | 2 |
Lydie Szabo Brown | 1 |
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