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Janine Otis
Portfolio Manager-Equities at Hudson Valley Investment Advisors, Inc.
Network origin in Janine Otis first degree
Entity | Entity type | Industry | |
---|---|---|---|
Hudson Valley Investment Advisors, Inc.
![]() Hudson Valley Investment Advisors, Inc. Investment ManagersFinance Hudson Valley Investment Advisors, Inc. (HVIA) is a SEC-registered investment advisor headquartered in Goshen, New York. The firm is a subsidiary of Orange County Bancorp, Inc. (OTCMKTS: OCBI). HVIA was founded in 2012, and provides investment management services on both a discretionary and nondiscretionary basis to individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions, and investment companies.
10
| Subsidiary | Investment Managers | 10 |
Mount St. Mary College (NY)
1
| College/University | Other Consumer Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Janine Otis via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Drew University | College/University | Undergraduate Degree | |
Tiger Management LLC
![]() Tiger Management LLC Investment ManagersFinance Tiger Management LLC is an independent hedge fund manager founded by Julian Robertson in 1980. Headquartered in New York City, the firm manages Mr. Robertson's personal assets. | Investment Managers | Corporate Officer/Principal | |
Third Avenue Management LLC
![]() Third Avenue Management LLC Investment ManagersFinance Third Avenue Management LLC (TAM) is a registered investment advisor and mutual fund manager headquartered New York City. The firm was founded by Martin J. Whitman in 1986 as EQSF Advisers, Inc. They are a subsidiary of Third Avenue Holdings Delaware LLC, ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). TAM provides investment advice to registered investment companies, private funds, offshore funds, individuals, corporations, pension plans, trusts, estates, educational institutions, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Prudential Investment Management Services LLC
![]() Prudential Investment Management Services LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Investment Management Services LLC is a company that provides investment banking and brokerage services. The company is based in Newark, NJ. | Investment Banks/Brokers | 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 | |
Zeus Securities, Inc.
![]() Zeus Securities, Inc. Investment Banks/BrokersFinance Zeus Securities, Inc. is a private company based in Hauppauge, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
ORANGE COUNTY BANCORP, INC. | Regional Banks | Director/Board Member | |
Adelphi University | College/University | Undergraduate Degree | |
State University of New York College at New Paltz | College/University | Undergraduate Degree | |
State University of New York College at Plattsburgh | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
McDaniel College | College/University | Undergraduate Degree | |
Pace University | College/University | Masters Business Admin | |
Ramapo College of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
The Economic Club of New York
![]() The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
New York State Society of Certified Public Accountants
![]() New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Institute of Management Accountants, Inc.
![]() Institute of Management Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Centric Bank
![]() Centric Bank Regional BanksFinance Centric Bank state chartered commercial bank. The company is headquartered in Harrisburg, PA. | Regional Banks | Director of Finance/CFO | |
Frank G. Zarb School of Business | College/University | Masters Business Admin | |
Orange Bank & Trust Co.
![]() Orange Bank & Trust Co. Regional BanksFinance Part of Orange County Bancorp, Inc., Orange Bank & Trust Co. is a premier financial institution in the Hudson Valley that focuses on commercial lending, business banking, and wealth management services. The company is based in Middletown, NY, and Michael J. Gilfeather has been the CEO of the company since 2014. The company has grown to more than $1.90 billion in total assets through conservative banking practices, ongoing innovation, and an unwavering commitment to its community and business clientele. Orange Bank & Trust has added branches in Orange and Westchester counties, and Hudson Valley Investment Advisors, Inc. is a registered investment advisor in Goshen, NY. | Regional Banks | Director/Board Member |
Statistics
International
United States | 34 |
Sectoral
Finance | 19 |
Consumer Services | 12 |
Commercial Services | 4 |
Operational
Portfolio Manager-Equities | 15 |
Corporate Officer/Principal | 12 |
Undergraduate Degree | 10 |
Investment Committee Member | 5 |
Analyst-Equity | 4 |
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