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Network origin in Julie L. Margetich first degree
Entity | Entity type | Industry | |
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James Madison University
55
| College/University | Other Consumer Services | 55 |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.
30
| Subsidiary | Investment Banks/Brokers | 30 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Julie L. Margetich via their personal network
Company | Sector | Related people | Main position |
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T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
SMITH-MIDLAND CORPORATION | Construction Materials | Director of Finance/CFO | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Congress Asset Management Co. LLP
![]() Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 | Analyst-Equity | |
Northwestern Mutual Wealth Management Co.
![]() Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
Summer Street Research Partners
![]() Summer Street Research Partners Investment Banks/BrokersFinance Founded in 2002, Summer Street Research Partners is an investment banking and securities firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Northland Securities, Inc. and their ultimate parent is Northland Capital Holdings, Inc. They were formerly known as Custom Equity Research, Inc. Summer Street Research firm focuses on the healthcare sector. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
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 | Masters Business Admin Undergraduate Degree | |
Dunavant Enterprises, Inc.
![]() Dunavant Enterprises, Inc. Air Freight/CouriersTransportation Dunavant Enterprises, Inc. provides freight trucking services. Its services include global freight, distribution, drayage/trucking and consulting services. The company was founded in 1928 and is headquartered in Memphis, TN. | Air Freight/Couriers | Corporate Officer/Principal | |
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. | Investment Managers | Private Equity Investor Private Equity Investor | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Washington Trust Advisors, Inc.
![]() Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Cowen Execution Services LLC
![]() Cowen Execution Services LLC Investment Banks/BrokersFinance Cowen Execution Services LLC provides brokerage services. The company was founded in 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Brean Capital LLC
![]() Brean Capital LLC Investment Banks/BrokersFinance Brean Capital is an independent investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1973 and provides equity research, corporate finance and advisory investment banking, equity institutional sales and trading, and asset management to institutional investors and corporate clients. Their fixed income business provides sales, trading, research and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, corporate bonds, and municipal debt. The fixed income sales team employs a highly analytical approach to bond selection, trade execution, and overall bond portfolio management. Under the guidance of fixed income strategists, the fixed income team uses a combination of qualitative and quantitative analyses to create custom investment portfolios and develop targeted, executable bond trading strategies to complement their clients? balance sheets. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin Undergraduate Degree | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Comptroller/Controller/Auditor | ||
Blue Delta Capital Partners LLC
![]() Blue Delta Capital Partners LLC Investment ManagersFinance Blue Delta Capital Partners LLC (Blue Delta Capital Prtnrs) is a private equity firm founded in 2009 by Mark A Frantz and Kevin Robbins. The firm is headquartered in McLean, Virginia. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Georgia Institute of Technology | College/University | Corporate Officer/Principal Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Comptroller/Controller/Auditor Analyst-Equity | |
Goldman Sachs Bank AG (Geneva)
![]() Goldman Sachs Bank AG (Geneva) Major BanksFinance Part of The Goldman Sachs Group, Inc., Goldman Sachs Bank AG (Geneva) operates national commercial banks. The company is based in Geneva, Switzerland. | Major Banks | Corporate Officer/Principal | |
St. Joseph's University | College/University | Corporate Officer/Principal | |
Pavilion Alternatives Group LLC
![]() Pavilion Alternatives Group LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Pavilion Alternatives Group LLC is an alternative investment manager. The company is based in El Dorado Hills, CA. Pavilion Alternatives Group was founded in 2001. | Investment Managers | Private Equity Analyst | |
Xponance, Inc.
![]() Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Investment Managers | Analyst-Fixed Income | |
RiverNorth Capital Management LLC
![]() RiverNorth Capital Management LLC Investment ManagersFinance RiverNorth Capital Management LLC (RiverNorth) is a SEC-registered investment advisor headquartered in West Palm Beach, Florida. The firm was founded by Brian H. Schmucker in 2000 and is a wholly owned subsidiary of RiverNorth Financial Holdings LLC, which is majority owned by RiverNorth Holding Co. RiverNorth serves as an institutional investment manager to registered funds, private funds and separately managed accounts. | Investment Managers | Analyst-Fixed Income | |
Updegrove, Combs & Mcdaniel Plc | Comptroller/Controller/Auditor | ||
Prestressed Concrete Institute, Inc. | Treasurer | ||
Precast Concrete Institute | Treasurer | ||
University of Memphis | College/University | Masters Business Admin | |
MPNYC Management LLC
![]() MPNYC Management LLC Investment ManagersFinance MPNYC Management LLC (MetaProp Ventures) is a venture capital firm founded in 2015 by Zach Aarons, Aaron Block and Clelia Warburg Peters. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
National Securities Corp. (Broker)
![]() National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Baruch College | College/University | Masters Business Admin |
Statistics
International
United States | 45 |
Switzerland | 2 |
Sectoral
Finance | 32 |
Consumer Services | 8 |
Non-Energy Minerals | 2 |
Transportation | 2 |
Consumer Non-Durables | 2 |
Operational
Corporate Officer/Principal | 114 |
Analyst-Equity | 95 |
Undergraduate Degree | 80 |
Private Equity Investor | 23 |
Masters Business Admin | 15 |
Most connected contacts
Insiders | |
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Yun Kim | 21 |
Anup Goswami | 12 |
John Anthony Baliotti | 11 |
Spencer Nam | 10 |
James Molloy | 10 |
Andrew Michael Maddaloni | 9 |
Dean Keener | 9 |
Chiara Russo | 9 |
Christy Lukach | 8 |
Daniel Donlan | 8 |
Caesar M. Silvestro | 8 |
Ryan Walsh | 8 |
Jim Lucas | 7 |
Connor O'Byrne | 7 |
Mitchel Penn | 7 |
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