![Jason Willey](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Matt Albrecht | M | - |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | 18 years |
Michael Barry Wasserman | M | - |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | 19 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Bill F. Herbert | M | - |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | 18 years |
Thomas Pologruto | M | - |
University of Pennsylvania
| 4 years |
Iskandar Saleh | M | 68 |
University of Pennsylvania
| 1 years |
Jawahar Hingorani | M | - |
Standard & Poor's Investment Advisory Services (UK) Ltd.
![]() Standard & Poor's Investment Advisory Services (UK) Ltd. Investment ManagersFinance Standard & Poor's Investment Advisory Services (UK) Ltd. is the Great Britain-based financial research subsidiary of S&P Global, Inc. (NYSE: SPGI) in the US. Formerly known as McGraw-Hill Financial Research Europe Ltd., established in 1994 as Standard & Poor's LLC, the firm is located in London.
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | 6 years |
Sassan Alizadeh | M | - |
University of Pennsylvania
| 7 years |
Christopher Mackey | M | - |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | 2 years |
Tal Lev | M | - |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.
University of Pennsylvania
| 5 years |
David A. Cohen | M | - |
University of Pennsylvania
| 13 years |
Manny Yanez | M | - |
University of Pennsylvania
| 8 years |
Andreas D. Olofsson | M | - |
University of Pennsylvania
| 5 years |
Joel Lloyd Gantcher | M | - |
University of Pennsylvania
| 2 years |
Robert Buccigrossi | M | - |
University of Pennsylvania
| 4 years |
Helen Remeza | M | - |
University of Pennsylvania
| 5 years |
Ed P. Bierdeman | M | - |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | 1 years |
Bill Belleville | M | - |
University of Pennsylvania
| 2 years |
Tae Yamaura | F | - |
University of Pennsylvania
| 2 years |
Peter M. Lamb | M | - |
University of Pennsylvania
| 3 years |
Erik Oliver | M | - |
University of Pennsylvania
| 3 years |
César Orosco | M | - |
University of Pennsylvania
| 6 years |
Alex Abell | M | - |
University of Pennsylvania
| 4 years |
Nehal Kamalapat Chopra | F | - |
University of Pennsylvania
| 4 years |
Scott M. Gallin | M | 51 |
University of Pennsylvania
| 5 years |
Saam Farhang | M | - |
University of Pennsylvania
| 5 years |
Thaddeus Beczak | M | 74 |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | 4 years |
Adam H. Schuman | M | - |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | - |
Jennifer Lynn Baxter | F | - |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).
Schwab SoundView Capital Markets
| 9 years |
John B. Jones | M | 79 |
Schwab SoundView Capital Markets
| 2 years |
Salvatore Tirabassi | M | - |
University of Pennsylvania
| 3 years |
Sean Evan Wright | M | 50 |
University of Pennsylvania
| 2 years |
John Fry | M | 64 |
University of Pennsylvania
| 7 years |
Charles Hebard | M | - |
University of Pennsylvania
| 11 years |
Mehul Trivedi | M | 53 |
University of Pennsylvania
| 9 years |
Vijay Chattha | M | - |
University of Pennsylvania
| 5 years |
David M. Hollond | M | - |
University of Pennsylvania
| 2 years |
Chuck Myers | M | - |
University of Pennsylvania
| 5 years |
Thomas J. Monaco | M | - |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | 2 years |
Shekhar Pramanick | M | 59 |
Schwab SoundView Capital Markets
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | 2 years |
James S. Riepe | M | - |
University of Pennsylvania
| 4 years |
Simón Gaviria Muñoz | M | 43 |
University of Pennsylvania
| 4 years |
Vijai P. Mohan | M | - |
University of Pennsylvania
| 5 years |
Cindy J. Shaw | F | - |
Schwab SoundView Capital Markets
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP). | 3 years |
Barry J. Tarasoff | M | - |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | 10 years |
Doug Asiello | M | 54 |
University of Pennsylvania
| 3 years |
Brian L. Burda | M | - |
Schwab SoundView Capital Markets
| 1 years |
Susan Shin | F | - |
Moors & Cabot, Inc.
![]() Moors & Cabot, Inc. Investment Banks/BrokersFinance Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).
Schwab SoundView Capital Markets
| 3 years |
Joseph Russell Magaro | M | 45 |
University of Pennsylvania
| 4 years |
Bill Lewis | M | - |
University of Pennsylvania
| 4 years |
Daniel E. Schmerin | M | 43 |
University of Pennsylvania
| 4 years |
Sky Wilber | M | - |
University of Pennsylvania
| 3 years |
John H. Kim | M | - |
University of Pennsylvania
| 4 years |
Michael Thomas Girouard | M | 58 |
University of Pennsylvania
| 2 years |
Todd D. Aldrich | M | - |
University of Pennsylvania
| 1 years |
Adam L. Tepper | M | - |
University of Pennsylvania
| 4 years |
Jordan Milman | M | - |
University of Pennsylvania
| 4 years |
Woody Anderson | M | - |
University of Pennsylvania
| 4 years |
Ian Thomas Black | M | - |
University of Pennsylvania
| 4 years |
Marc A. Loev | M | - |
University of Pennsylvania
| 5 years |
Lester A. Zuckerman | M | - |
University of Pennsylvania
| 6 years |
Daniel Mack | M | - |
University of Pennsylvania
| 4 years |
Nancy Obler | F | - |
University of Pennsylvania
| 2 years |
David Ryan Lewis | M | - |
University of Pennsylvania
| 4 years |
Donald D. Pawelski | M | - |
University of Pennsylvania
| 4 years |
Anojja Shah | F | - |
University of Pennsylvania
| 4 years |
Carmelo Patrick Rubano | M | - |
University of Pennsylvania
| 4 years |
Jerry Michael Cudzil | M | - |
University of Pennsylvania
| 4 years |
Mitchell Blutt | M | 66 |
University of Pennsylvania
| 10 years |
Bela Mehta | F | - |
University of Pennsylvania
| 2 years |
Jake Martin | M | - |
University of Pennsylvania
| 4 years |
Michael Steib | M | 47 |
University of Pennsylvania
| 4 years |
Ravee Mehta | M | - |
University of Pennsylvania
| 4 years |
Jeff Constantino | M | - |
University of Pennsylvania
| 2 years |
Chris A. Lawler | M | 57 |
University of Pennsylvania
| 2 years |
Seth M. Bienstock | M | - |
University of Pennsylvania
| 4 years |
Alejandro Grisanti | M | - |
University of Pennsylvania
| 3 years |
Arneek Arun Multani | M | 50 |
University of Pennsylvania
| 4 years |
Misha Raghav Sanwal | M | - |
University of Pennsylvania
| 4 years |
Adam J. Plotkin | M | - |
University of Pennsylvania
| 4 years |
Boris Rapoport | M | - |
University of Pennsylvania
| 4 years |
Kevyn DeMartino | M | - |
University of Pennsylvania
| 2 years |
Kenton Rosenberry | M | - |
University of Pennsylvania
| 4 years |
Danielle Antalffy | F | - |
University of Pennsylvania
| 4 years |
Vasan Kesavan | M | - |
University of Pennsylvania
| 4 years |
Chia-Lun Wang | M | 48 |
University of Pennsylvania
| 4 years |
Benjamin A. Farkas | M | - |
University of Pennsylvania
| 4 years |
Joshua Aaron Olds | M | - |
University of Pennsylvania
| 4 years |
Alfred Mui | M | - |
University of Pennsylvania
| 4 years |
Eric Reimer | M | - |
University of Pennsylvania
| - |
Juan Pablo Córdoba Garcés | M | - |
University of Pennsylvania
| 3 years |
Aramie R. McDonald | F | - |
University of Pennsylvania
| 4 years |
Gregory Michael Grimaldi | M | - |
University of Pennsylvania
| 4 years |
Arthur Makadon | M | 81 |
University of Pennsylvania
| - |
Rouven Wool-Lewis | M | 51 |
University of Pennsylvania
| 6 years |
Ashish Y. Shah | M | - |
University of Pennsylvania
| 4 years |
Hassan Chowdhry | M | - |
University of Pennsylvania
| 5 years |
Gary Yen-Lon Kiang | M | - |
University of Pennsylvania
| 4 years |
Maneesha Ghiya | F | - |
University of Pennsylvania
| 4 years |
James Lee | M | - |
University of Pennsylvania
| 4 years |
Chris Thornsberry | M | - |
University of Pennsylvania
| 15 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 100 | 100.00% |
United Kingdom | 1 | 1.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jason Willey
- Personal Network