![Timothy O’Leary](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Timothy O’Leary
Chief Operating Officer at Spire Investment Partners LLC
Network origin in Timothy O’Leary first degree
Entity | Entity type | Industry | |
---|---|---|---|
Datek Online Holdings Corp.
![]() Datek Online Holdings Corp. Investment Banks/BrokersFinance Datek Online Holdings Corp. provides online brokerage services. It offers day trading and retail brokerage services in different parts of the United States. The company was founded in 1970 and is headquartered in Jersey City, NJ.
7
| Extinct | Investment Banks/Brokers | 7 |
TD Waterhouse Group, Inc.
![]() TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets
4
| Extinct | Investment Banks/Brokers | 4 |
Spire Investment Partners LLC
![]() Spire Investment Partners LLC Investment ManagersFinance Spire Investment Partners LLC provides wealth management and financial advisory services. It offers access to investment products, risk and cash management, succession planning, and portfolio monitoring. The company was founded by David L. Blisk in February 1997 and is headquartered in McLean, VA.
4
| Private Company | Investment Managers | 4 |
Josephthal & Co (Broker)
3
| Extinct | Investment Banks/Brokers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Timothy O’Leary via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Private Equity Investor | |
SunAmerica Asset Management LLC
![]() SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Corporate Officer/Principal | |
ABLE ENERGY, INC. | Oil Refining/Marketing | Director of Finance/CFO | |
BERTELSMANN SE & CO. KGAA | Movies/Entertainment | Corporate Officer/Principal | |
TDAM USA, Inc.
![]() TDAM USA, Inc. Investment ManagersFinance TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients. | Investment Managers | President | |
Aegis Capital Corp.
![]() Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Trading-Fixed Income | |
Hancock Securities Group LLC
![]() Hancock Securities Group LLC Investment Banks/BrokersFinance Hancock Securities Group LLC is a private company based in St. Louis, MO. | Investment Banks/Brokers | Corporate Officer/Principal | |
DPM Mellon LLC | Private Equity Investor | ||
INTERACTIVE BROKERS GROUP, INC. | Investment Banks/Brokers | Director of Finance/CFO | |
BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
BIDS Trading LP
![]() BIDS Trading LP Investment Banks/BrokersFinance BIDS Trading LP is a registered broker-dealer and holding firm headquartered in New York City. The firm was founded by Jim Lee and Jim Bird in 2006. BIDS Trading is the operator of the BIDS Alternative Trading System (ATS), an independently managed and operated trading venue, separate from and not integrated with the Cboe US securities exchanges. It brings counterparties together to anonymously trade large blocks of shares. The BIDS ATS is open to all qualifying broker-dealers and their institutional clients, subject to basic credit and regulatory requirements. | Investment Banks/Brokers | Institutional Sales | |
ACCENTURE PLC | Information Technology Services | Consultant / Advisor | |
Galaxy Digital Capital Management LP
![]() Galaxy Digital Capital Management LP Investment ManagersFinance Galaxy Digital Capital Management LP (Galaxy Ventures) is a venture capital of Galaxy Digital Holdings Ltd. founded in 2018 by Michael Edward Novogratz. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Graduate Degree | |
H. C. Wainwright & Co. LLC
![]() H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Corporate Officer/Principal | |
Liberty Financial Group, Inc. (Hatfield, Pennsylvania)
![]() Liberty Financial Group, Inc. (Hatfield, Pennsylvania) Finance/Rental/LeasingFinance Part of United Community Banks, Inc., Liberty Financial Group, Inc. is a company based in Hatfield, PA. The company provides direct financing and leasing for all types of new and used essential commercial equipment. For more information, customers can call 800-422-1844. | Finance/Rental/Leasing | President | |
Bluestone Capital Partners LP
![]() Bluestone Capital Partners LP Investment Banks/BrokersFinance Bluestone Capital Partners LP is a private company that provides brokerage services. The company is based in New York, NY. The company was founded by John H. Andreadis, Mark T. Behrman. | Investment Banks/Brokers | Corporate Officer/Principal | |
InvestBio, Inc.
![]() InvestBio, Inc. Investment ManagersFinance Founded in 1999, InvestBio is a venture capital/private equity firm located in New York City. InvestBio's products and services can only be obtained through their sister broker/dealer DPEC Capital, Inc. They are a subsidiary of Diversified Private Equity Corp. | Investment Managers | Chief Operating Officer | |
Newbury Piret Cos., Inc. | Corporate Officer/Principal | ||
Lane Capital Markets LLC
![]() Lane Capital Markets LLC Investment Banks/BrokersFinance Founded by John D. Lane in 2001, Lane Capital Markets LLC is a partnership investment bank located in Fairfield, Connecticut. The firm seeks to provide "bulge bracket" investment banking services to a defined universe of private and small- to micro-cap public companies. Their goal is to identify and assist companies in understanding their capital and financing needs and to develop strategies to securing capital on appropriate terms for the situation. They also strive to assist companies with merger and acquisition and financial advisory services as necessary. Lane Capital Markets has handled transactions within a wide array of industries including: Educational Companies; Advanced Materials; Advertising and Media; Application Services Providers; Biotechnology; Chemicals; Distribution of Consumer and Industrial Products; Electronic Applications, Connectors, Devices; Energy, Oil and Gas; Enterprise Resource Planning Software; Environmental; Financial Services; Health Care Service Providers; Healthcare IT Companies; Industrial Equipment Manufacturers; Internet Services, Infrastructure and Software; Medical Devices, Products and Services; Security Services; Pharmaceuticals; Portable Storage; Real Estate Development, Sales and Investments; Retail; Superconductivity Materials; Telecommunications; and Transportation and Logistics Suppliers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
George Mason University | College/University | Undergraduate Degree Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
University of Kansas | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Wright State University (Ohio) | College/University | Masters Business Admin | |
SunAmerica Capital Services, Inc.
![]() SunAmerica Capital Services, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Corebridge Financial, Inc., SunAmerica Capital Services, Inc. is a company that engages in the distribution of funds, securities, and annuities. The company is based in Woodland Hills, CA. | Miscellaneous Commercial Services | President | |
National Society of Compliance Professionals | Corporate Officer/Principal | ||
Liberty Securities Corp. | Chairman | ||
Editions Atlas SASU
![]() Editions Atlas SASU Wholesale DistributorsDistribution Services Editions Atlas SASU markets and distributes publications used for education, leisure, and entertainment purposes. Its products include cookbooks, maps, history books, and comics. The firm provides delivery and online sale services. The company was founded in 1975 and is headquartered in Evreux, France. | Wholesale Distributors | Private Equity Investor | |
Blackstone Growth Advisors LLC
![]() Blackstone Growth Advisors LLC Investment ManagersFinance Blackstone Growth Advisors LLC (Blackstone Growth Advisors) is a private equity subsidiary of Blackstone Inc founded in 2019. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Galaxy Bitcoin ETF
![]() Galaxy Bitcoin ETF Investment Trusts/Mutual FundsMiscellaneous Galaxy Bitcoin ETF is an exchange-traded fund, which engages in the investment in bitcoins through Bloomberg Galaxy bitcoin Index. Its share value from bitcoin is based on the value of the index. The company was founded on April 5, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
VIRTU FINANCIAL, INC. | Investment Banks/Brokers | Director of Finance/CFO | |
GALAXY DIGITAL HOLDINGS LTD. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Investment Management Consultants Association | Corporate Officer/Principal | ||
Financial Services Institute, Inc. | Corporate Officer/Principal |
Statistics
International
United States | 42 |
France | 3 |
Germany | 2 |
Ireland | 2 |
Sectoral
Finance | 23 |
Consumer Services | 12 |
Commercial Services | 3 |
Energy Minerals | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 29 |
Director/Board Member | 20 |
Undergraduate Degree | 15 |
President | 14 |
Chairman | 11 |
Most connected contacts
Insiders | |
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Thomas F. Robards | 16 |
Frank J. Petrilli | 12 |
Alexander Ioffe | 11 |
Edward J. Nicoll | 11 |
Ronald S. Robbins | 10 |
Frank Barbara | 10 |
David Blisk | 8 |
John O'Brien | 8 |
T. Christian Armstrong | 6 |
David S. Webber | 6 |
Brian Patrick Corrigan | 5 |
Robert Burns | 5 |
Brett A. Mirliani | 4 |
John Grifonetti | 4 |
Morton E. David | 4 |
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