![Kevin Huang](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Kevin Huang first degree
Entity | Entity type | Industry | |
---|---|---|---|
Accounting Research & Analytics LLC
![]() Accounting Research & Analytics LLC Investment ManagersFinance Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.
54
| Subsidiary | Investment Managers | 54 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kevin Huang via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity | |
Royce & Associates LP
![]() Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Investment Managers | Analyst-Equity | |
The Edgar Lomax Co.
![]() The Edgar Lomax Co. Investment ManagersFinance The Edgar Lomax Co. (ELC) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded in 1986 by Randall Eley. ELC serves institutional and high-net-worth clients through its separate accounts product, and retail clients through its mutual fund, the Edgar Lomax Value Fund. | Investment Managers | Corporate Officer/Principal | |
Mercatus Center at George Mason University
![]() Mercatus Center at George Mason University Investment Trusts/Mutual FundsMiscellaneous The Mercatus Center at George Mason University offers various programs for doctoral and graduate students interested in political economy and public policy. The Mercatus Center is located in Arlington, VA. The center conducts research on various topics such as urban development, healthcare reforms, regulation, international trade, and government-granted privileges. The center also hosts a podcast that discusses macroeconomic issues. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
University of Notre Dame | College/University | Graduate Degree Undergraduate Degree | |
Arrow Investment Advisors LLC
![]() Arrow Investment Advisors LLC Investment ManagersFinance Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. | Investment Managers | Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Graduate Degree | |
Chanos & Co. LP
![]() Chanos & Co. LP Investment ManagersFinance Chanos & Co. LP is an independent SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by James S. Chanos in 1985 as Kynikos Associates LP and changed its name to Chanos & Co. LP in 2022. Chanos & Co. provides discretionary investment advisory services to domestic and offshore private funds and managed accounts. Investors in the private funds and managed account clients include individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, business entities, endowments and foreign sovereign wealth funds. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Emory University | College/University | Undergraduate Degree | |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
Boston College | College/University | Undergraduate Degree | |
Brandeis University | College/University | Undergraduate Degree Undergraduate Degree | |
Dordt College | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
George Mason University | College/University | Graduate Degree Graduate Degree | |
Yale University | College/University | Undergraduate Degree | |
US Military Academy | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Graduate Degree | |
University of Wisconsin | College/University | Masters Business Admin | |
University of Iowa | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin Graduate Degree | |
Stephen M. Ross School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Alumbra Research LLC
![]() Alumbra Research LLC Investment ManagersFinance Alumbra Research LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded by Rob McDowell, Derek Aherne. | Investment Managers | Founder Founder | |
Gotham Asset Management LLC
![]() Gotham Asset Management LLC Investment ManagersFinance Gotham Asset Management LLC (Gotham) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Gotham Asset Management Holdings LP. Gotham manages long/short and long-only investment portfolios primarily for private funds, mutual funds, institutional managed accounts and exchange-traded funds. | Investment Managers | Corporate Officer/Principal | |
Calamos Investments LLC
![]() Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Corporate Officer/Principal | |
Fisher College of Business | College/University | Graduate Degree | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Alfred Lerner College of Business & Economics | College/University | Undergraduate Degree | |
CohnReznick LLP
![]() CohnReznick LLP Miscellaneous Commercial ServicesCommercial Services CohnReznick LLP provides clients with forward thinking advice that helps them navigate complex business and financial issues. With more than 2,500 employees nationwide, they provide the resources, technical skills and deep industry knowledge to help them succeed. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Denver | College/University | Undergraduate Degree | |
Deloitte Services LP
![]() Deloitte Services LP Investment Banks/BrokersFinance Part of Deloitte LLP (New York), Deloitte Services LP is a professional services network that provides audit & assurance, consulting, risk and financial advisory, risk management, and tax services to selected clients. The company is based in Washington and offers industry-leading services to many of the world's most admired brands, including 80 percent of the Fortune 500. As a member firm of Deloitte Touche Tohmatsu Limited, they are proud to be part of the largest professional services network, serving clients in the markets that are most important to them. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dynasty Wealth Management LLC
![]() Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services. | Investment Managers | Corporate Officer/Principal | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Mason School of Business of The College of William & Mary | College/University | Masters Business Admin | |
W.P. Carey School of Business | College/University | Undergraduate Degree | |
Accounting Research & Analytics LLC (Forensic Research)
![]() Accounting Research & Analytics LLC (Forensic Research) Investment ManagersFinance Accounting Research & Analytics LLC (Forensic Research) (dba CFRA Research) is the Forensic Research division of Accounting Research & Analytics LLC, which is headquartered in New York City. CFRA Research provides forensic research services. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 48 |
Sectoral
Consumer Services | 28 |
Finance | 18 |
Miscellaneous | 2 |
Government | 2 |
Commercial Services | 2 |
Operational
Analyst-Equity | 93 |
Undergraduate Degree | 47 |
Corporate Officer/Principal | 41 |
Graduate Degree | 15 |
Masters Business Admin | 11 |
Most connected contacts
Insiders | |
---|---|
Kenneth Leon | 9 |
Derek Aherne | 7 |
Zach Gast | 7 |
Garrett Nelson | 7 |
Paul Beland | 7 |
Richard Sbaschnig | 7 |
Matthew Miller | 7 |
Timothy Rickert | 6 |
Chris Kuiper | 6 |
Jeffrey Loo | 5 |
John Freeman | 5 |
Scott Kessler | 5 |
Daniel Hong | 5 |
Angelo Zino | 5 |
Joseph Agnese | 4 |
- Stock Market
- Insiders
- Kevin Huang
- Company connections