Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker)
Investment Banks/BrokersFinance
Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.
Michael Binetti
Kenneth Hill
David Pequet
Analyst-Equity
Corporate Officer/Principal
Private Equity Investor
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc.
Investment ManagersFinance
Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
Matthew James McGeary
Casey A. Basil
Analyst-Equity
Analyst-Fixed Income
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Investment ManagersFinance
The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.
Steven Firestone
Portfolio Manager-Fixed Income
Ernst & Young LLP
Ernst & Young LLP
Miscellaneous Commercial ServicesCommercial Services
Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.
Anthony W. Gennaro
Amy Schwetz
David Beckel
Mickel Mirchandani
Corporate Officer/Principal
Comptroller/Controller/Auditor
Comptroller/Controller/Auditor
Corporate Officer/Principal
Casey A. Basil
Mike Beauregard
B. Scott Kern
Masters Business Admin
Corporate Officer/Principal
Undergraduate Degree
Downtown STL, Inc.
Downtown STL, Inc.
Miscellaneous Commercial ServicesCommercial Services
Downtown STL, Inc. engages in creating and promoting investment and economic activities in its region. It also organizes events such as arts, family fun, festival, fitness, food and drinks, movies, music, and sporting events. The company is headquartered in St. Louis, MI.
Ronald Kruszewski
Amy Schwetz
Director/Board Member
Director/Board Member
American Bar Association
American Bar Association
Miscellaneous Commercial ServicesCommercial Services
American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.
Michael C. Bartol
Scott E. Westwood
Corporate Officer/Principal
Corporate Officer/Principal
Loop Capital Markets LLC
Loop Capital Markets LLC
Investment Banks/BrokersFinance
Loop Capital Markets LLC is provider of a broad range of integrated capital solutions for corporate, governmental, and institutional entities. They serve clients in public and corporate finance, equity, taxable and tax-exempt securities sales and trading and municipal research. Since their founding in 1997, they have served as managing underwriter on financings, participated in corporate bond underwritings, served as an underwriter in IPO and other equity offerings, and earned a reputation as a dedicated, resourceful partner with new ideas and new avenues of distribution. Loop Capital Markets is headquartered in Chicago, Illinois, They serve clients on a national basis.
Kenneth Hill
Brian Laegeler
Analyst-Equity
Corporate Officer/Principal
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc.
Investment ManagersFinance
Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.
Ronald Kruszewski
Daniel G. Stephen
Chief Executive Officer
Analyst-Equity
New York State Bar Association
New York State Bar Association
Miscellaneous Commercial ServicesCommercial Services
New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.
Luciana Fato
Quinn Thomas Kiley
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.
Kenneth Hill
Michael Gapen
Analyst-Equity
Economist
Quinn Thomas Kiley
Amy Schwetz
Masters Business Admin
Corporate Officer/Principal
Champ Raju
Ignacio Faus
Masters Business Admin
Masters Business Admin
Morningstar, Inc. (Research)
Morningstar, Inc. (Research)
Investment ManagersFinance
Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
Michael Holt
Brian Laegeler
Market Strategist
Analyst-Equity
William D. Sandow
Robert Patrick Shea
Undergraduate Degree
Graduate Degree
Downtown Now!
Downtown Now!
Miscellaneous Commercial ServicesCommercial Services
Downtown Now! creates and promotes a downtown that attracts investment, economic activity and vibrancy at the hub of region. The company is headquartered in St. Louis, MO.
Ronald Kruszewski
Amy Schwetz
Chairman
Director/Board Member
Michael Gapen
Klaus Gottlieb
Corporate Officer/Principal
Graduate Degree
Arthur Andersen LLP
Arthur Andersen LLP
Miscellaneous Commercial ServicesCommercial Services
Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.
Michael Binetti
William D. Sandow
Corporate Officer/Principal
Corporate Officer/Principal
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP
Miscellaneous Commercial ServicesCommercial Services
PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.
Michael Binetti
Ryan Merkel
Corporate Officer/Principal
Corporate Officer/Principal
Reed Schwandt
David Beckel
Masters Business Admin
Masters Business Admin
Eric Ottinger
David Puckett
Undergraduate Degree
Undergraduate Degree
Frost Brown Todd LLC
Frost Brown Todd LLC
Miscellaneous Commercial ServicesCommercial Services
Frost Brown Todd LLC provides legal services. Its service areas include advertising law, appellate, construction law, tax law, real estate, tort and insurance defense and product liability litigation. The company was founded in November 2000 and is headquartered in Cincinnati, OH.
Carol P. Smith
James Beckett
Corporate Officer/Principal
Corporate Officer/Principal
Eric D. Albertson
Ryan Merkel
Masters Business Admin
Masters Business Admin
Wallington Asset Management LLC
Wallington Asset Management LLC
Investment ManagersFinance
Wallington Asset Management LLC is an independent wealth manager and registered investment advisor headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988 to manage equity, balanced and fixed income portfolios for individuals, trusts and estates, foundations, endowments, corporations and retirement plans.
Anthony W. Gennaro
Colin Hudson
Analyst-Equity
Corporate Officer/Principal
Edward P. Dowd
Michael Gapen
Undergraduate Degree
Corporate Officer/Principal
Christine Ortiz Arent
Michael Holt
Masters Business Admin
Masters Business Admin
Luciana Fato
Mike Beauregard
Graduate Degree
Graduate Degree
Pivotal Research Group LLC
Pivotal Research Group LLC
Investment ManagersFinance
Founded in 2010 by Jeffrey Wlodarczak, Pivotal Research Group LLC is an independent equity research firm located in New York City. The firm focuses on the media and communications sectors including the cable and satellite markets.
Jeff Wlodarczak
Jeff Shelton
Founder
Director of Finance/CFO
Andrea Unzicker
Undergraduate Degree
BofA Securities, Inc.
BofA Securities, Inc.
Investment Banks/BrokersFinance
BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.
Michael Gapen
Economist
Barnes & Thornburg LLP
Barnes & Thornburg LLP
Miscellaneous Commercial ServicesCommercial Services
Barnes & Thornburg LLP provides legal and governmental services. It offers cloud computing and cyber security, data security and privacy, finance, insolvency, and restructuring, government finance, private client services, and white collar and investigations. The company was founded in 1982 and is headquartered in Indianapolis, IN.
Andrea Unzicker
Corporate Officer/Principal
Mesirow Financial, Inc.
Mesirow Financial, Inc.
Investment ManagersFinance
A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow.
Steven Firestone
Institutional Sales
Steven Firestone
Undergraduate Degree
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Association
Miscellaneous Commercial ServicesCommercial Services
The Chartered Alternative Investment Analyst Association provides educational and professionalism services in the field of alternative investments. The private company is based in Amherst, MA and has subsidiaries in Switzerland and Canada. The company was founded by Alexander M. Ineichen, Jayson Reagan Bronchetti, Peter Douglas, Florence Lombard. William J Kelly has been the CEO of the company since 2014.
Steven Firestone
Corporate Officer/Principal
Thomas Lipkin
Doctorate Degree
Indiana Public Employees' Retirement Fund
Indiana Public Employees' Retirement Fund
Investment ManagersFinance
Based in Indianapolis, the Indiana Public Employees' Retirement Fund (PERF) was created in 1945 to provide secure, long-term pension benefits for Indiana public service employees
Andrea Unzicker
General Counsel
OUP Management Co. LLC
OUP Management Co. LLC
Investment ManagersFinance
OUP Management Co. LLC (Osage Partners) is a venture capital firm founded in 1990 by Robert Adelson and Louis Berneman. The firm is headquartered in Bala Cynwyd, Pennsylvania.
Thomas Lipkin
Private Equity Analyst
Steven Firestone
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.
Steven Firestone
Trading-Fixed Income
Megan C. Anderson
Corporate Officer/Principal
Paul Truex
Chief Executive Officer