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Houlihan Lokey, Inc.
Investment Banking Services
Houlihan Lokey, Inc. is an investment banking company that provides merger and acquisition, capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory.
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Symbol: HLI
Recent Price: $173.70
Industry: Financial - Capital Markets
CEO: Mr. J. Lindsey Alley
Sector: Financial Services
Employees: 2601
Address: 10250 Constellation Boulevard, Los Angeles, CA 90067
Phone: 310 788 5200
Last updated: 2024-12-31
Central Securities Corp.
Investment Management Services
Central Securities Corp. is a publicly owned investment manager focused on growth of capital, investing in public equities, bonds, and other financial instruments in the United States. Founded in 1929 and headquartered in New York.
Symbol: CET
Recent Price: $45.54
Industry: Asset Management
CEO: Mr. John C. Hill
Sector: Financial Services
Employees: 6
Address: 630 Fifth Avenue, New York, NY 10111
Phone: 212-698-2020
Last updated: 2024-12-31
Enterprise Bancorp, Inc.
Enterprise Bank and Trust Company
Enterprise Bancorp, Inc. operates as the holding company for Enterprise Bank and Trust Company, offering a range of commercial banking products and services including loans, deposit products, and wealth management services across 26 full-service branches.
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Symbol: EBTC
Recent Price: $39.65
Industry: Banks - Regional
CEO: Mr. Steven R. Larochelle
Sector: Financial Services
Employees: 570
Address: 222 Merrimack Street, Lowell, MA 01852
Phone: 978 459 9000
Last updated: 2024-12-31
ECB Bancorp, Inc.
Banking Products and Services
ECB Bancorp, Inc. serves as a holding company for Everett Co-operative Bank, offering a variety of banking products and services, including deposit accounts, loans, and securities investments. It operates through branches in Everett and Lynnfield, Massachusetts.
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Symbol: ECBK
Recent Price: $14.78
Industry: Banks - Regional
CEO: Mr. Richard J. O'Neil Jr.
Sector: Financial Services
Employees: 68
Address: 419 Broadway, Everett, MA 02149
Phone: 617 387 1110
Leadership
- Dennis J. Leonard, Chairman of the Board
- Joseph Sachetta,
- Richard J. O'Neil Jr.,
- Marjorie A. White,
- Elizabeth P. Jones,
- Paul A. Delory, Esq.,
- Susan Sgroi,
- Kathleen Rush, Clerk of the Corporation
- John Doe, Chief Executive Officer
- Jane Smith, Chief Technology Officer
- Emily Johnson, Chief Financial Officer
- Robert Brown, Director
- Michelle White, President
- David Wilson, Chairman
- Sarah Lee, Founder
- John Migliozzi, EVP, Chief Lending Officer
- Sean Cummings, SVP, Commercial Lending
- Lisa Scopa, VP, Commercial Lending
- Michael Smith, VP, Commercial Lending
- Cary Lynch, SVP, Head of Retail Banking
- Nisha Jakhu, VP, Business Development NMLS #1559363
- Lina Buttiri, VP, Branch Manager NMLS #725374
- Bill Balboni, VP, Branch Manager NMLS #750566
- Laura Difava, VP, Branch Manager NMLS #725366
- Samantha Romboli, VP, Retail Administration Officer NMLS #1469521
- Josh Jick, Retail Strategy and Analytics Manager
- Eric M. Jackson, SVP, Head of Residential Lending NMLS #898519
- Chuckie Braid, VP, Residential Loan Officer NMLS #404334
- Michael Caggiano, AVP, Residential Loan Officer NMLS #1441651
- Maria Sgambati, VP, Head of Operations and Electronic Banking
- Geovanni Guevara, AVP, Electronic Banking
Last updated: 2024-12-31
Esquire Financial Holdings, Inc.
Esquire Bank Products and Services
Esquire Financial Holdings, Inc. is the bank holding company for Esquire Bank, offering commercial banking products and services primarily to the legal industry and small businesses in the United States.
Symbol: ESQ
Recent Price: $79.94
Industry: Banks - Regional
CEO: Mr. Andrew C. Sagliocca
Sector: Financial Services
Employees: 140
Address: 100 Jericho Quadrangle, Jericho, NY 11753
Phone: 516 535 2002
Leadership
- Andrew C. Sagliocca, Vice Chairman, Chief Executive Officer & President
- Eric S. Bader, Executive Vice President, Chief Operating Officer
- Ari Kornhaber, Founder, Executive Vice President & Head of Corporate Development
- Michael Lacapria, Senior Vice President & Chief Financial Officer
- Gary Lax, Senior Vice President, Chief Legal Officer & Corporate Secretary
- Frank Lonardo, Senior Vice President & Interim Chief Lending Officer
- Andrew Cohen, Senior Vice President & Chief Administrative Officer of Merchant Services
- Sean Miller, Senior Vice President & Retail Director
- Ann Marie Tarantino, Senior Vice President, Chief Compliance Officer & Risk Officer
- Martin Korn, Senior Vice President & Chief Technology Officer
- Kyall Mai, Senior Vice President & Chief Innovation Officer
Last updated: 2024-12-31
Perella Weinberg Partners
N/A
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
No tags available.
Symbol: PWP
Recent Price: $23.66
Industry: Financial - Capital Markets
CEO: Mr. Andrew Bednar J.D.
Sector: Financial Services
Employees: 663
Address: 767 Fifth Avenue, New York, NY 10153
Phone: 212 287 3200
Last updated: 2024-12-31
Morningstar, Inc.
Investment Research Services
Morningstar, Inc. provides independent investment research services globally, offering tools, data, ratings, and portfolio management for financial advisors, asset managers, and investors.
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Symbol: MORN
Recent Price: $339.97
Industry: Financial - Data & Stock Exchanges
CEO: Mr. Kunal Kapoor CFA
Sector: Financial Services
Employees: 11149
Address: 22 West Washington Street, Chicago, IL 60602
Phone: 312 696 6000
Last updated: 2024-12-31
Barings BDC, Inc.
Investment Solutions
Barings BDC, Inc. is a publicly traded investment company specializing in loans and equity investments in middle-market companies across various industries.
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Symbol: BBDC
Recent Price: $9.53
Industry: Financial - Credit Services
CEO: Mr. Eric James Lloyd
Sector: Financial Services
Employees: 2
Address: 300 South Tryon Street, Charlotte, NC 28202
Phone: 888-401-1088
Leadership
- Mike Freno, Chairman & CEO, Barings LLC
- Eric Lloyd, President
- Erin Branstrom, Chief of Staff
- Sheldon Francis, Chief Administrative Officer
- Patrick Hoefling, Chief Financial Officer
- Martin Horne, Global Head of Public Assets, Head of Barings Europe
- Jawad Malik, Chief Information Officer
- Caroline Mandeville, Chief Human Resources & Communications Officer
- David Mihalick, Head of Private Assets
- Duncan Robertson, Head of Asia Pacific
Last updated: 2024-12-31
BlackRock, Inc.
Investment Management Services
Black Rock, Inc. is a publicly owned investment manager offering services to a diverse range of investors, providing global risk management, advisory services, and managing a variety of investment vehicles including mutual funds and exchange traded funds.
Symbol: BLK
Recent Price: $1031.15
Industry: Asset Management
CEO: Mr. Laurence Douglas Fink
Sector: Financial Services
Employees: 19800
Address: 55 East 52nd Street, New York, NY 10055
Phone: 212 810 5300
Last updated: 2024-12-31
Evercore Inc.
Investment Banking and Investment Management services
Evercore Inc. operates as an independent investment banking advisory firm with services including strategic advisory, capital markets advisory, and wealth management for high-net-worth individuals and institutional investors.
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Symbol: EVR
Recent Price: $278.55
Industry: Financial - Capital Markets
CEO: Mr. John S. Weinberg
Sector: Financial Services
Employees: 2395
Address: 55 East 52nd Street, New York, NY 10055
Phone: 212 857 3100
Last updated: 2024-12-31
Invesco Ltd.
Investment Management Services
Invesco Ltd. is a publicly owned investment manager providing services to a range of clients including retail, institutional, and high-net-worth individuals. It manages diverse investment portfolios across equity, fixed income, commodities, and alternative markets.
Symbol: IVZ
Recent Price: $17.56
Industry: Asset Management
CEO: Mr. Andrew Ryan Schlossberg
Sector: Financial Services
Employees: 8524
Address: Two Peachtree Pointe, Atlanta, GA 30309
Phone: 404-479-1095
Last updated: 2024-12-31
Nuveen Core Equity Alpha Fund
Nuveen Core Equity Alpha Fund
Nuveen Core Equity Alpha Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc., investing in large-cap U.S. equities and derivatives, co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and INTECH Investment Management.
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Symbol: JCE
Recent Price: $15.61
Industry: Asset Management
CEO: Dr. Cary M. Maguire Ph.D.
Sector: Financial Services
Employees: 0
Address: 333 West Wacker Drive, Chicago, IL 60606-1220
Phone: 312 917 7700
Leadership
- Bill Huffman, Nuveen Chief Executive Officer
- Tara Giuliano, Chief Marketing Officer
- Vijay Kasarabada, Chief Information Officer
- Amy O'Brien, Global Head of Responsible Investing
- Mike Perry, Head of Global Client Group and Global Product
- Seun Salami, CPA, Chief Financial Officer
- Mike Sales, Chief Executive Officer, Real Assets
- Josh Shamansky, Chief Human Resources Officer
- Loran Shanahan, Chief Administrative Officer
- Saira Malik, CFA®, Head of Nuveen Equities and Fixed Income, Chief Investment Officer
- Kevin McCarthy, Secretary and General Counsel
- Joe Castro, Chief Compliance Officer
- Mary Beth Ramsay, FSA, Chief Risk Officer
Last updated: 2024-12-31
Jefferies Financial Group Inc.
Financial Services
Jefferies Financial Group Inc. is engaged in investment banking, capital markets, and asset management businesses across various segments including Investment Banking, Asset Management, Merchant Banking, and Corporate.
About | Culture | DEI | DEI | DEI | DEI | Sustainability | About | About | Events | Sustainability | Contact | About | Careers | Careers | Careers | Careers | About | About | About | About | About | About | About | About | Contact | Careers | Careers | Careers | Careers | Careers | Careers | About | Careers | About | Benefits | About | News | Careers | About | About | About
Symbol: JEF
Recent Price: $79.30
Industry: Financial - Capital Markets
CEO: Mr. Richard Brian Handler
Sector: Financial Services
Employees: 7624
Address: 520 Madison Avenue, New York, NY 10022
Phone: 212 460 1900
Last updated: 2024-12-31
JPMorgan Chase & Co.
Financial Services
JPMorgan Chase & Co. operates as a financial services company worldwide, offering a wide range of investment and consumer banking products and services through its different segments: Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management.
About | About | Leadership | Awards | ESG | About | News | History | About | About | About | News | Careers | Careers | Careers | Careers | Careers | Careers | Careers | News | Careers | Careers | Careers | About | Careers | News | Careers | Careers | News | Events | About | About | About | About | About | Careers | Careers | About | About | Jobs | Jobs
Symbol: JPM
Recent Price: $239.32
Industry: Banks - Diversified
CEO: Mr. James Dimon
Sector: Financial Services
Employees: 316043
Address: 383 Madison Avenue, New York, NY 10179
Phone: 212 270 6000
Leadership
- Linda B. Bammann, Director
- Stephen B. Burke, Director
- Todd A. Combs, Director
- Alicia Boler Davis, Director
- Jamie Dimon, Chairman and Chief Executive Officer, JPMorganChase
- Alex Gorsky, Director
- Mellody Hobson, Director
- Phebe N. Novakovic, Director
- Virginia M. Rometty, Director
- Mark A. Weinberger, Director
- Ashley Bacon, Chief Risk Officer
- Jeremy Barnum, Chief Financial Officer
- Lori Beer, Global Chief Information Officer
- Tim Berry, Global Head of Corporate Responsibility and Chairman of the Mid-Atlantic Region
- Mary Callahan Erdoes, CEO, Asset & Wealth Management
- Stacey Friedman, General Counsel
- Teresa Heitsenrether, Executive Vice President, Chief Data & Analytics Officer; Member of JPMorganChase Operating Committee
- Marianne Lake, CEO, Consumer & Community Banking
- Robin Leopold, Head of Human Resources
- Douglas B. Petno, Co-Head, Global Banking, Former CEO, Commercial Banking
- Jennifer Piepszak, Co-CEO, Commercial & Investment Bank
- Daniel Pinto, President and Chief Operating Officer of JPMorganChase
- Troy Rohrbaugh, Co-CEO, Commercial & Investment Bank
- Sanoke Viswanathan, Chief Strategy and Growth Officer, JPMorganChase; Chief Executive Officer of International Consumer Banking
Last updated: 2024-12-31
KKR & Co. Inc.
Investments
KKR & Co. Inc. is a private equity and real estate investment firm specializing in a variety of investment strategies including acquisitions, leveraged buyouts, and growth equity across multiple industries.
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Symbol: KKR
Recent Price: $148.39
Industry: Asset Management
CEO: Mr. Joseph Y. Bae
Sector: Financial Services
Employees: 4490
Address: 30 Hudson Yards, New York, NY 10001
Phone: 212 750 8300
Last updated: 2024-12-31
FTI Consulting, Inc.
Business Advisory Services
FTI Consulting, Inc. provides business advisory services to manage change, mitigate risk, and resolve disputes worldwide through five segments: Corporate Finance & Restructuring, Forensic and Litigation Consulting, Economic Consulting, Technology, and Strategic Communications.
Symbol: FCN
Recent Price: $190.39
Industry: Consulting Services
CEO: Mr. Steven H. Gunby J.D.
Sector: Industrials
Employees: 8382
Address: 555 12th Street NW, Washington, DC 20004
Phone: 202 312 9100
Last updated: 2024-12-31
Newmark Group, Inc.
Commercial Real Estate Services
Newmark Group, Inc. provides comprehensive commercial real estate services globally, including investment, agency leasing, property management, and advisory services for real estate tenants, investors, and owners.
Symbol: NMRK
Recent Price: $12.79
Industry: Real Estate - Services
CEO: Mr. Barry M. Gosin
Sector: Real Estate
Employees: 7800
Address: 125 Park Avenue, New York, NY 10017
Phone: 212 372 2000
Last updated: 2024-12-31
EverCommerce Inc.
Ever Pro, Ever Health, Ever Well
Ever Commerce Inc. provides integrated software-as-a-service solutions for service-based small and medium-sized businesses, offering business management software, billing and payment solutions, customer engagement applications, and marketing technology solutions across various industries.
Symbol: EVCM
Recent Price: $11.02
Industry: Software - Infrastructure
CEO: Mr. Eric Remer
Sector: Technology
Employees: 2100
Address: 3601 Walnut Street, Denver, CO 80205
Phone: 720 647 4948
Leadership
- Eric Remer, Founder / CEO / CHAIRMAN OF THE BOARD OF Directors
- Matt Feierstein, President
- Ryan Siurek, CFO
- Lisa Storey, CLO
- Evan Berlin, COO
- Kayla O'Rourke, CPO
- Ellora Sengupta, CIO
- Mary Haddock-Staniland, Global SVP of DEIB
Last updated: 2024-12-31
Enterprise Financial Services Corp
Enterprise Bank & Trust
Enterprise Financial Services Corp operates as the financial holding company for Enterprise Bank & Trust, offering a range of banking and wealth management services, including loans, accounts, treasury management, and advisory services to individuals and corporate clients.
Symbol: EFSC
Recent Price: $56.38
Industry: Banks - Regional
CEO: Mr. James Brian Lally
Sector: Financial Services
Employees: 1172
Address: 150 North Meramec Avenue, Clayton, MO 63105
Phone: 314 725 5500
Last updated: 2024-12-31
Envestnet, Inc.
Envestnet | Enterprise
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services, offering platforms for wealth solutions, data analytics, and financial advice capabilities. Their products include Envestnet | Enterprise, Envestnet | Tamarac, and Envestnet | Money Guide among others.
Symbol: ENV
Recent Price: $63.14
Industry: Software - Application
CEO: Mr. James Lawrence Fox
Sector: Technology
Employees: 3069
Address: 35 East Wacker Drive, Chicago, IL 60601
Phone: 312 827 2800
Last updated: 2024-12-31