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Matt Casas
Analyst-Equity at Saratoga Research & Investment Management
Network origin in Matt Casas first degree
Entity | Entity type | Industry | |
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Vanderbilt University
238
| College/University | Other Consumer Services | 238 |
Saratoga Research & Investment Management
![]() Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada.
9
| Private Company | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matt Casas via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Thomas H. Lee Partners LP
![]() Thomas H. Lee Partners LP Investment ManagersFinance Thomas H. Lee Partners LP (Thomas H Lee Partners) is a private equity subsidiary of Thomas H. Lee Advisors LLC founded in 1974. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Consultant / Advisor | |
Summit Partners LP
![]() Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor Private Equity Investor | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
EnCap Investments LP
![]() EnCap Investments LP Investment ManagersFinance EnCap Investments LP (EnCap Investments) is a private equity firm founded in 1988 by Gary Peterson and Robert Zorich and The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Analyst | |
NAPA Management Services Corp.
![]() NAPA Management Services Corp. Miscellaneous Commercial ServicesCommercial Services NAPA Management Services Corp. provides medical practice management services. Its services include accounting, billing and collection, compliance, consulting, medical personnel credentialing and contracting, healthcare analysis and reporting, finance, human resources, information technology, insurance, marketing, quality assurance, clinical recruitment, operational support and assessment. The firm also offers discounts for corporate and private organizations. The company was founded by Peter Walker in 1986 and is headquartered in Meville, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Brown University | College/University | President Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
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 Analyst-Fixed Income | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
GTCR LLC
![]() GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst Private Equity Analyst Sales & Marketing | |
Vanderbilt University Medical Center
![]() Vanderbilt University Medical Center Hospital/Nursing ManagementHealth Services Vanderbilt University Medical Center operates as a academic medical center. It provides patient care, research, and biomedical education services. The company is headquartered in Nashville, TN. | Hospital/Nursing Management | Director/Board Member Director/Board Member Chief Executive Officer | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Salt Blockchain, Inc.
![]() Salt Blockchain, Inc. Packaged SoftwareTechnology Services Salt Blockchain, Inc. provides asset-backed lending platform. Its platform allows holders of blockchain assets to leverage their holdings as collateral for cash loans. The firm provides investors with secure opportunity to lend against a high-growth asset class through a fully-collateralized debt vehicle. The company was founded by Shawn Owen in 2016 and is headquartered in Denever, CO. | Packaged Software | Chief Operating Officer Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
Blue Harbour Group LP
![]() Blue Harbour Group LP Investment ManagersFinance Blue Harbour Group LP is an independent hedge fund manager headquartered in Greenwich, Connecticut. It was founded by Clifton Robbins in 2004. The firm manages capital on behalf of public and corporate pension funds, sovereign wealth funds, endowments, foundations, and other institutional investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Thoma Bravo LP
![]() Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Analyst | |
ATL Advisor LP
![]() ATL Advisor LP Investment ManagersFinance ATL Advisor LP (ATL Advisor) is a private equity firm founded in 2014 by Frank V. Nash and Paul Teske. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Goldberg Lindsay & Co. LLC
![]() Goldberg Lindsay & Co. LLC Investment ManagersFinance Goldberg Lindsay & Co. LLC (Goldberg Lindsay & Co) is a private equity arm of LG GP Holding III LLC founded in 2001 by Alan E. Goldberg and Robert D. Lindsay. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Deloitte Consulting LLP
![]() Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor | |
University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Graduate Degree Masters Business Admin | |
Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree | |
Gonzaga University School of Law | College/University | Graduate Degree | |
University of Virginia | College/University | Graduate Degree | |
Entasis Therapeutics, Inc.
![]() Entasis Therapeutics, Inc. Pharmaceuticals: MajorHealth Technology Entasis Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovey, development, and commercialization of novel antibacterial prodcuts to treat serious infections caused by multi-drug resistant Gram-negative bacteria. Its pipeline includes ETX2514SUL, targeting Acinetobacter baumannii infections; ETX0282CPDP, targeting Enterobacteriaceae infections; a Non-Beta-lactam PBP inhibitor, targeting Gram-negative infections; and zoliflodacin, targeting Neisseria gonorrhoeae. The company was founded by Manoussos Perros in May 2015 and is headquartered in Waltham, MA. | Pharmaceuticals: Major | Investor Relations Contact | |
ENTASIS THERAPEUTICS HOLDINGS INC. | Biotechnology | Investor Relations Contact | |
University of Kansas | College/University | Doctorate Degree | |
Wichita State University | College/University | Undergraduate Degree | |
Insight Equity Holdings LLC
![]() Insight Equity Holdings LLC Investment ManagersFinance Insight Equity Holdings LLC (Insight Equity) is a private equity firm founded in 2002 by Victor L Vescovo and Ted W. Beneski. The firm is headquartered in Southlake, Texas. | Investment Managers | Private Equity Investor | |
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 | Analyst-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 | Undergraduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin |
Statistics
International
United States | 48 |
Sectoral
Finance | 26 |
Consumer Services | 14 |
Technology Services | 3 |
Health Services | 3 |
Commercial Services | 3 |
Operational
Director/Board Member | 129 |
Undergraduate Degree | 99 |
Corporate Officer/Principal | 82 |
Analyst-Equity | 61 |
Private Equity Investor | 44 |
Most connected contacts
Insiders | |
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Harry R. Jacobson | 46 |
Bruce Evans | 24 |
E. Gordon Gee | 20 |
Andrew Almeida | 19 |
Andrew B. Tindel | 14 |
Gregg Bell | 10 |
Jambu Palaniappan | 10 |
Peter Hernandez | 9 |
Perry Chase | 9 |
Jon Michael Reese | 8 |
Kirby Fine | 8 |
Cliff Longley | 8 |
Uri Clinton | 8 |
Caroline L. LeCates | 7 |
Andrew Richard Hilgenbrink | 7 |
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