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Valuence Merger Corp. I
N/A
Valuence Merger Corp. I focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. It intends to identify, acquire, and operate a business in Asia with a focus on opportunities aligned with breakthrough technology in life sciences and sustainability technology themes. The company was incorporated in 2021 and is based in Orinda, California.
No tags available.
Symbol: VMCA
Recent Price: $11.52
Industry: Shell Companies
CEO: Mr. Sung Yoon Woo
Sector: Financial Services
Employees: 4
Address: 4 Orinda Way, Orinda, CA 94563
Phone: 415 340 0222
Last updated: 2024-12-31
LPL Financial Holdings Inc.
N/A
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
No tags available.
Symbol: LPLA
Recent Price: $326.98
Industry: Financial - Capital Markets
CEO: Mr. Richard Steinmeier
Sector: Financial Services
Employees: 8787
Address: 4707 Executive Drive, San Diego, CA 92121
Phone: 800 877 7210
Last updated: 2024-12-31
Hamilton Lane Incorporated
N/A
Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); advisory relationships (including due diligence, strategic portfolio planning, monitoring and reporting services); and reporting and analytics solutions. For direct investments, the firm invests in early, mid and late venture, mature companies, growth equity, emerging growth, distressed debt, later stage, turnarounds, bridge financing, mezzanine financing, and buyouts in middle market companies. For fund of fund investments, it invests in mezzanine, venture capital, private equity, turnaround, secondary investments, real estate, and special situation funds. The firm invests in real estate investments. It also invest in technology, healthcare, education, natural resources, energy and essential consumer goods sectors, cleantech, and environment, community development, and financial empowerment. It invests in private equity markets in North America, Latin America, United States, Western Europe, Middle East, Africa, United Kingdom, Asia, Japan, and Australia. The firm prefer to invest $1 million to $100 million in companies. It prefers to have majority stake in companies. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, and Asia.
No tags available.
About | Leadership | Locations | About | Sustainability | Contact | Careers | Careers | About | About | About | About
Symbol: HLNE
Recent Price: $148.69
Industry: Asset Management
CEO: Mr. Erik R. Hirsch
Sector: Financial Services
Employees: 700
Address: 110 Washington Street, Conshohocken, PA 19428
Phone: 610-934-2222
Leadership
- Jeffrey Armbrister, Chief Financial Officer
- Elizabeth Bell, Co-Head of Real Estate
- Kenneth Binick, Co-Head of Direct Equity Investments
- Tara Blackburn, Managing Director, Client Solutions
- Carolin Blank, Co-Head of Fund Investment & Managed Solutions
- Stephen Brennan, Head of Private Wealth Solutions
- Keith Brittain, CFA, Managing Director, Secondary Investments
- Brent Burnett, Head of Infrastructure and Real Assets
- Scott Davies, Co-Head of Real Estate
- Juan Delgado-Moreira, PhD, CFA, Co-Chief Executive Officer
- Mario Giannini, Executive Co-Chairman
- Brian Gildea, Head of Evergreen Portfolios
- David Helgerson, Head of Impact Investments
- Erik Hirsch, Co-Chief Executive Officer
- Richard Hope, Co-Head of Investments
- Bryan Jenkins, Head of Portfolio Strategy & Research
- Christian Kallen, Co-Head of Fund Investment & Managed Solutions
- Jérôme Kamm, Vice President, Direct Equity Investments
- Tom Kerr, Co-Head of Investments, Head of Secondary Investments
- Andrea Kramer, Chief Operating Officer, Chief Risk Officer
- Nina Kraus, Director of Sustainability
- Peter Larsen, Managing Director, Real Assets Investments
- Ilene Levinson, Managing Director, Fund Investment & Managed Solutions
- Miguel Luiña, Head of Venture and Growth Equity
- Trevor Messerly, Managing Director, Direct Credit Investments
- Megan Milne, Managing Director, Direct Equity Investments
- Katie Moore, Managing Director, Fund Investment & Managed Solutions
- Emily Nomeir, Managing Director, Direct Credit Investments
- John Oh, Head of Shareholder Relations
- Matthew Pellini, Managing Director, Secondary Investments
- Nayef Perry, Head of Direct Credit
- Jackie Rantanen, Head of Investor Solutions
- Hartley Rogers, Executive Co-Chairman
- Jay Rosenberger, Managing Director, Direct Equity Investments
- Andrew Schardt, Vice Chairman, Head of Investment Strategy, Co-Head of Direct Equity
- Dennis Scharf, Managing Director, Secondary Investments
- John Stake, Head of Portfolio Management Group
- Collwyn Tan, Co-Head of Asia Investments
- Dominik von Scheven, Managing Director, Real Assets Investments
- Mingchen Xia, Co-Head of Asia Investments
- Paul Yett, Managing Director
- Antony Anastasiadis, Managing Director, Secondary Investments
- Hamza Azeem, CFA, Managing Director, Evergreen Portfolio Management
- William Bannard, Principal, Evergreen Portfolio Management
- Sean Barber, Principal, Fund Investment & Managed Solutions
- Alex Behm, CFA, Principal, Secondary Investments
- Charles Bilello, Vice President, Secondary Investments
- Andrew Bonnarens, CFA, Vice President, Real Assets Investments
- Ewan Boosey, Vice President, Fund Investment and Managed Solutions
- Raj Chall, Managing Director, Secondary Investments
- Nelda Chang, Principal, Direct Equity Investments
- Nestor Vidal Colindres, Vice President, Direct Equity Investments
- Ryan Cooney, Managing Director, Secondary Investments
- Jackie Dash, Vice President, Real Estate Investments
- Travis Henning, Managing Director, Direct Credit Investments
- Jenith Jacob, Vice President, Fund Investment & Managed Solutions
- Sabeen Jameeli, Vice President, Real Estate Investments
- Leigh Hazelton, CFA, CAIA, Principal, Real Assets Investments
- Marc Lauter, Vice President, Fund Investment and Managed Solutions
- Sally Liu, Vice President, Fund Investment & Managed Solutions
- William Lo, CFA, Principal, Secondary Investments
- Jonathan Luptak, Vice President, Portfolio Management Group
- Dominic Mammarella, Principal, Direct Equity Investments
- Reed Marko, Principal, Direct Credit Investments
- Taylor McManus, Principal, Real Assets Investments
- Fabio Monteine, Vice President, Direct Credit Investments
- Cameron Mountain, Vice President, Real Assets Investments
- Mitesh Pabari, Principal, Fund Investment & Managed Solutions
- Lars Pace, Principal, Real Assets Investments
- Anita Rana, Vice President, Portfolio Management Group
- Robert Reed, Principal, Fund Investment & Managed Solutions
- Andrew Rich, Principal, Fund Investment & Managed Solutions
- TC Rolfstad, Principal, Real Assets Investments
- Blaine Rollins, CFA, Managing Director
- Julie Shenkman, Head of Portfolio Implementation & Oversight
- Matthew Silverio, Managing Director, Fund Investment & Managed Solutions
- Ryan Smith, Managing Director, Secondary Investments
- Eric Solfisburg, CFA, CAIA, CLU, ChFC, Principal, Insurance Strategist
- Jeff Sowden, Vice President, Fund Investment & Managed Solutions
- Jim Strang, Advisor
- Jeff Straus, Vice President, Secondary Investments
- Danwen Sun, Vice President, Direct Equity Investments
- Sophie Suon, CAIA, Vice President, Fund Investment & Managed Solutions
- Peter Udbye, Principal, Real Assets Investments
- Jan Verstraete, Principal, Secondaries
- Vivienne Watganai, Principal, Fund Investment & Managed Solutions
- Chris Weidner, Vice President, Direct Credit Investments
- Michael Wise, Vice President, Secondary Investments
- Jenny Zhang, Vice President, Direct Equity Investments
- Wanli Zhang, Vice President, Real Estate Investments
- Tyler Kamps, Head of Investor Services
- Samantha Leandri, Head of Digital Business Transformation
- Santiago Rivera, Director of Valuation
- Gina Ro, CPA, Head of Evergreen Operations
- Ralph Aerni, Head of Client Solutions, EMEA
- Salvador Almeida, Head of LatAm
- SungJi Steve An, Head of Client Solutions APAC
- Michael Augustine, Co-Head of Strategic Partner Group
- Nicole Beauregard, Principal, Private Wealth Marketing
- Limor Beker, Managing Director, Client Solutions
- Jeffrey Benson, Vice President, Client Solutions
- Steve Binder, Head of Taft-Hartley Group
- Kendra Bocchinfuso, Vice President, Strategic Partner Group
- Emile Bouchard, CFA, CAIA, Vice President, Private Wealth Solutions
- John Brecker, CAIA, Managing Director, Client Solutions– Insurance & Midwest
- Kristan Carmona, Vice President, Private Wealth Solutions
- Nelson Chan, CFA, CAIA, Vice President, Client Solutions
- Shannon Chow, CFP, Head of Greater China Client Solutions
- Andrea Coleman, CAIA, Principal, Private Wealth Solutions
- Stephanie Strid Davis, Co-Head of U.S. Private Wealth Solutions
- Anastasia Di Carlo, Head of Italy
- Ben Edwards, CFA, CAIA, Principal, Client Solutions
- Marietta Fieger, CAIA, Co-Head of Strategic Partner Group
- Courtney Ghysels, Vice President, Client Solutions
- Jack Gordon, Vice President, Private Wealth Solutions
- Freddie Gore Browne, Principal, Private Wealth Solutions
- Justin Janas, CFA, CAIA, Vice President, Private Wealth Solutions
- Mersiha Jans, Principal, Client Solutions
- Philip Joseph, Vice President, Client Solutions
- Brian Kealey, CAIA, Principal, Private Wealth Solutions
- Da Eun Kim, Vice President, Client Solutions
- Tomoko Kitao, CFA, Managing Director, Client Solutions
- Rainer Kobler, Principal, Private Wealth Solutions
- Kerrine Koh, CFA, CAIA, Head of Southeast Asia
- Eric Larsen, CAIA, CIMA, CFP, Principal, Private Wealth Solutions
- Roddy Marino, Managing Director, Private Wealth Solutions
- James Martin, Head of Global Client Solutions
- Carla Mayberry, Head of Global Corporate Events
- Hannah Menachem, Vice President, Client Solutions
- Jeff Merschel, Global Head of Consultant Relations
- Philip Mikkelsen, Managing Director, Client Solutions
- Zoe Nakash, Managing Director, Client Solutions
- Miguel “Mike” Nieves, CFA, CAIA, Principal, Client Solutions
- Sebastian Ochagavia, Head of Private Wealth Solutions, Latin America
- Henry Polin, Vice President, Client Solutions
- Brian Reilly, Principal, Taft Hartley
- Kate Reilly, Chief Operating Officer of Client Solutions
- Jose Rodriguez, Head of the Investment Services Group
- Kyle Ross, CFA, CAIA, Vice President, Insurance Client Solutions
- David Rueth, Principal, Private Wealth Solutions
- Katsushi Sakurai, Principal, Client Solutions
- Daniel Schoneveld, Principal, Client Solutions
- Noriaki Shimada, Vice President, Client Solutions
- Jungchul Shin, CFA, FRM, Principal, Client Solutions
- Kelsey Sokoloski, Vice President, Private Wealth Solutions
- Jensen Tam, CPA, Principal, Client Solutions
- Chiaki Tanioka, Principal, Client Solutions
- Pratt Templeton, Vice President, Private Wealth Solutions
- Scott Thomas, Head of Private Wealth Solutions, Australia
- Josh Vail, CAIA, Co-Head of U.S. Private Wealth Solutions
- Paul Waller, Senior Partner
- Lauren Williamson, Vice President, Client Solutions
- Mike Woollatt, Head of Americas Client Solutions and Global Consultant Relations
- Masayoshi Yazawa, Executive Advisor, Client Solutions
- Will Zhan, Vice President, Client Solutions
- Mike Ashton, CFA, Managing Director, Distribution Management
- William Cargill, Vice President, Distribution Management
- Sue Gossard, Vice President, Distribution Management
- Mark Kashima, Vice President, Distribution Management
- Stephen Minutoli, Managing Director, Distribution Management
- Rebecca Billman, Senior Associate, RM Support
- Mike Buck, Software Development Lead
- Matthew Herzog, Principal, Client Services & Operations
- Dylan Ismari, Principal, Technology Solutions
- Jill Kreps, Product Manager, IT
- Daniel McCarthy, Principal, Technology Solutions
- Griff Norville, Head of Technology Solutions
- Jack Oakes, Director of Sales, Technology Solutions
- Marco Smith, Director of Sales, Technology Solutions
- Kevin Watson, Head of Sales, Technology Solutions
- Dorothy Allison, Senior Corporate Counsel
- Amanda Brown, Principal, Tax
- Angela Caivano, Head of Treasury
- Drew Carl, CPA, Chief Accounting Officer
- Tom Davis, Director of FP&A
- Christopher DiBartolo, Corporate Counsel
- Denise Dunbar, Controller
- Rosemarie Farhat, Corporate Counsel
- Joseph Fritz, Tax Director
- Michael Gahagen, Corporate Counsel
- Lydia Gavalis, General Counsel
- Yaasmin Goudarzi, Corporate Counsel
- Kate Jager, Legal Counsel
- Alex Joseph, Transactions Counsel
- Kristin Jumper, Head of Investment Legal
- Keith Kleinman, Senior Corporate Counsel
- Kaylin Liu, Principal, Fund Accounting
- Emily Lozada, Senior Transactions Counsel
- Steven Melzer, Senior Corporate Counsel
- Kaylie Milazzo, Principal, Senior Corporate Tax Counsel
- Lauren Platko, Senior Corporate Counsel
- Michael Riyad, Corporate Counsel
- Nick Serpentine, Head of Total Rewards
- Adam Shane, Head of Client Legal
- Carolyn Shea, Corporate Counsel
- Phillip Skaliy, Corporate Counsel
- Laura Warren, Head of Tax
- Daniel Connaughton, Head of Asia Compliance
- Douglas Ford, Head of Operational Due Diligence
- Victor Jung, CCIM, Head of Digital Assets
- Lisa Powers, Deputy Chief Compliance Officer
- Robert Shin, Chief Compliance Officer
- Kristin Brandt, Chief Human Resources Officer
- Lee Evryn, Principal, Technology Chief of Staff
- Jarret Kovalcik, Head of Enterprise Data Strategy and Infrastructure
- Tory Kulick, Chief Technology Officer
- Lucy MacNichol, Head of Corporate Communications
- Kate McGann, Principal, Corporate Marketing & Communications
- Andy Shields, Director of Global Facilities
- Andrew Starr, Head of End-User Technology and Information Security
Last updated: 2024-12-31
Investors Title Company
N/A
Investors Title Company, through its subsidiaries, engages in the issuance of residential and commercial title insurance for residential, institutional, commercial, and industrial properties. The company underwrites land title insurance for owners and mortgagees as a primary insurer; and assumes the reinsurance of title insurance risks from other title insurance companies. It also provides services in connection with tax-deferred exchanges of like-kind property; acts as a qualified intermediary in tax-deferred exchanges of property; coordinates the exchange aspects of the real estate transaction, such as drafting standard exchange documents, holding the exchange funds between the sale of the old property and the purchase of the new property, and accepting the formal identification of the replacement property. In addition, it serves as an exchange accommodation titleholder for accomplishing reverse exchanges when the taxpayers decide to acquire replacement property before selling the relinquished property. Further, the company offers investment management and trust services to individuals, companies, banks, and trusts; and consulting and management services to clients to start and operate a title insurance agency. It issues title insurance policies primarily through approved attorneys from underwriting offices, as well as through independent issuing agents in 24 states and the District of Columbia, primarily in the eastern half of the United States. The company was founded in 1972 and is headquartered in Chapel Hill, North Carolina.
No tags available.
Symbol: ITIC
Recent Price: $239.91
Industry: Insurance - Specialty
CEO: Mr. James Allen Fine
Sector: Financial Services
Employees: 545
Address: 121 North Columbia Street, Chapel Hill, NC 27514
Phone: 919 968 2200
Last updated: 2024-12-31
SEI Investments Company
N/A
SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
No tags available.
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Symbol: SEIC
Recent Price: $82.64
Industry: Asset Management
CEO: Mr. Ryan P. Hicke
Sector: Financial Services
Employees: 5061
Address: 1 Freedom Valley Drive, Oaks, PA 19456
Phone: 610 676 1000
Leadership
- Vivian Estadt,
- Erich Holland,
- Colin Callaghan,
- Adi Finberg,
Last updated: 2024-12-31
Firsthand Technology Value Fund, Inc.
N/A
Firsthand Technology Value Fund, Inc. is a business development company specializes in venture capital investments in start-up, early stage, middle stage, late stage, early development stage, and PIPEs. It seeks to invest in pre-IPO companies. The fund also seeks to make investments in companies with operating histories that are unprofitable or marginally profitable, that have negative net worth, or that are involved in bankruptcy or reorganization proceedings. In addition, it also makes investments in connection with the acquisition or divestiture of companies or divisions of companies. The fund seeks to invest through direct investments in private companies, negotiations with selling shareholders, and in organized secondary marketplaces for private securities. It may also invest in micro-cap publicly traded companies and also make investments in securities of public companies. The fund seeks to invest in private technology, information technology, cleantech sector, and companies that possess patents and other defensible intellectual property rights with a focus on Internet, consumer electronics, computer hardware, computer software, social networking, computer peripherals, solar photovoltaic, energy efficiency, solid-state lighting, water purification, wind-generated electricity, fuel cells, bio-fuels, electronic components, semiconductors, telecommunications, and advanced materials. Cleantech companies include those engaged in the sale of goods and services designed to harness renewable energy and materials, eliminate emissions and waste, and reduce the use of natural resources. It invests primarily in equity securities of private companies in the United States. However the fund also invests in securities of public companies located outside of the United States. It seeks to invest between $1 million and $10 million each in its investee companies. The fund structures its equity investments as preferred stock, common stock, warrants, limited partnership interests, options, other beneficial ownership interests, convertible debt, short term debt investments, high-yield bonds, and distressed debt. It prefers to control, be represented on, or have observer rights on the board of directors of a portfolio company. The fund seeks to exit its investments through strategic acquisition by other industry participants, initial public offering of common stock, or other capital market transaction.
No tags available.
Symbol: SVVC
Recent Price: $0.06
Industry: Asset Management
CEO: Mr. Kevin Michael Landis
Sector: Financial Services
Employees: N/A
Address: 150 Almaden Boulevard, San Jose, CA 95113
Phone: 408 886 7096
Last updated: 2024-12-31
Value Line, Inc.
N/A
Value Line, Inc., together with its subsidiaries, produces and sells investment periodicals and related publications primarily in the United States. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey - Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising Value Line Select, Value Line Select: Dividend Income & Growth, Value Line Select: ETFs, The Value Line Special Situations Service, The Value Line Climate Change Investing Service, and The Value Line Information You Should Know Wealth Newsletter that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer, which includes data sorting and filtering tools. In addition, the company offers current and historical financial databases comprising DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and EFTs. Further, it places advertising on behalf of the company's publications; and provides subscription fulfillment and subscriber relation services. The company serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. Value Line, Inc. was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co, Inc.
No tags available.
Symbol: VALU
Recent Price: $53.65
Industry: Financial - Data & Stock Exchanges
CEO: Mr. Howard A. Brecher
Sector: Financial Services
Employees: 122
Address: 551 Fifth Avenue, New York, NY 10176-0001
Phone: 212 907 1500
Last updated: 2024-12-31
Virtu Financial, Inc.
N/A
Virtu Financial, Inc., a financial services company, provides data, analytics, and connectivity products to clients worldwide. The company operates in two segments, Market Making and Execution Services. Its product suite includes offerings in execution, liquidity sourcing, analytics and broker-neutral, and multi-dealer platforms in workflow technology. The company's solutions enable clients to trade on various venues across countries and in multiple asset classes, including global equities, ETFs, foreign exchange, futures, fixed income, cryptocurrencies, and other commodities. Its analytics platform provides a range of pre- and post-trade services, data products, and compliance tools for clients to invest, trade, and manage risk across markets. Virtu Financial, Inc. was founded in 2008 and is headquartered in New York, New York.
No tags available.
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Symbol: VIRT
Recent Price: $35.94
Industry: Financial - Capital Markets
CEO: Mr. Douglas A. Cifu J.D.
Sector: Financial Services
Employees: 975
Address: 1633 Broadway, New York, NY 10019
Phone: 212 418 0100
Last updated: 2024-12-31
Valley National Bancorp
N/A
Valley National Bancorp operates as the holding company for Valley National Bank that provides various commercial, retail, insurance, and wealth management financial services products. It operates through Commercial Lending, Consumer Lending, and Investment Management segments. The company offers non-interest bearing, savings, NOW, money market, and time deposit accounts, commercial and industrial, commercial real estate, residential mortgage, and automobile loans; loans secured by the cash surrender value of life insurance; home equity loans and lines of credit; and secured and unsecured other consumer loans. It also invests in various securities and interest-bearing deposits with other banks; and provides international banking services, such as standby and documentary letters of credit, and related products, as well as foreign exchange transactions, documentary collections, foreign wire transfers services, and transaction accounts for non-resident aliens. In addition, the company offers investment services for individuals and small to medium sized businesses; and trusts and custom -tailored investment strategies for various retirement plans. Further, it provides trust services, such as living and testamentary trusts, investment management, custodial and escrow services, and estate administration to individuals; tax credit advisory services; property and casualty, life, health, and title insurance agency services; and health care equipment lending and other commercial equipment leasing services, as well as owns real estate related investments. Additionally, the company offers online, mobile, and telephone banking services; and overdraft, drive-in and night deposit, automated teller machine, remote deposit capture, and safe deposit facility services. As of December 31,2021, it operated 232 branch offices in New Jersey, New York, Florida, and Alabama. The company was incorporated in 1927 and is headquartered in New York, New York.
No tags available.
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Symbol: VLY
Recent Price: $9.12
Industry: Banks - Regional
CEO: Mr. Ira D. Robbins
Sector: Financial Services
Employees: 3749
Address: One Penn Plaza, New York, NY 10119
Phone: 973 305 8800
Leadership
- Ira Robbins, Chief Executive Officer of Valley National Bancorp and Valley National Bank, Chairman of the Board
- Avner Mendelson, Vice Chairman of the Board, Former President and Chief Executive Officer of Bank Leumi USA
- Andrew B. Abramson, President and Chief Executive Officer, Value Companies, Inc.
- Peter J. Baum, Chief Financial Officer and Chief Operating Officer, Essex Manufacturing, Inc.
- Eric P. Edelstein, Consultant
- Dafna Landau, Head of Construction and Real Estate Subdivision, Bank Leumi Le-Israel B.M.
- Marc J. Lenner, Chief Executive Officer and Chief Financial Officer, Lester M. Entin Associates
- Peter V. Maio, Consultant
- Kathleen C. Perrott, Retired, former Chief Audit Executive and Senior Finance Executive at Accenture
- Suresh L. Sani, President, First Pioneer Properties, Inc.
- Lisa J. Schultz, Retired co-head of Capital Markets at Keefe, Bruyette & Woods
- Jennifer W. Steans, President and Chief Executive Officer, Financial Investments Corporation (“FIC”)
- Jeffrey S. Wilks, President and Chief Executive Officer of Spiegel Associates
- Dr. Sidney S. Williams, Jr., Lead Pastor at Bethel Church; President and Chief Executive Officer of Crossing Capital Group
- Tom Iadanza, President
- Joseph V. Chillura, Senior Executive Vice President, Commercial Banking
- Michael D. Hagedorn, Senior Executive Vice President and Chief Financial Officer
- John P. Regan, Senior Executive Vice President and Chief Risk Officer
- Yvonne Surowiec, Senior Executive Vice President and Chief People Officer
- Russell Barrett, Senior Executive Vice President and Chief Operations Officer
Last updated: 2024-12-31
Virtus Investment Partners, Inc.
N/A
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.
No tags available.
Symbol: VRTS
Recent Price: $220.65
Industry: Asset Management
CEO: Mr. George Robert Aylward Jr., CPA
Sector: Financial Services
Employees: 824
Address: One Financial Plaza, Hartford, CT 06103
Phone: 800-248-7971
Last updated: 2024-12-31
DoubleLine Income Solutions Fund
Double Line Income Solutions Fund
Double Line Income Solutions Fund is a closed end fixed income mutual fund managed by Double Line Capital LP, investing in global fixed income markets including domestic and foreign corporate debt securities, mortgage-backed securities, and municipal securities.
Symbol: DSL
Recent Price: $12.55
Industry: Asset Management - Income
CEO: Mr. Jeffrey Edward Gundlach
Sector: Financial Services
Employees: N/A
Address: 333 South Grand Avenue, Los Angeles, CA 90071
Phone: 213-633-8200
Last updated: 2024-12-31
Nelnet, Inc.
N/A
Nelnet, Inc. engages in loan servicing, communications, education technology, services, and payment processing businesses worldwide, providing loan servicing software and education technology solutions.
Symbol: NNI
Recent Price: $105.89
Industry: Financial - Credit Services
CEO: Mr. Jeffrey R. Noordhoek
Sector: Financial Services
Employees: 7550
Address: 121 South 13th Street, Lincoln, NE 68508
Phone: 402 458 2370
Last updated: 2024-12-31
Nuveen Municipal Value Fund, Inc.
Nuveen Municipal Value Fund, Inc.
Nuveen Municipal Value Fund, Inc. is a closed-ended fixed-income mutual fund investing in undervalued municipal securities, managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC.
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Symbol: NUV
Recent Price: $8.97
Industry: Asset Management
CEO: Mr. Nathaniel T. Jones
Sector: Financial Services
Employees: 0
Address: 333 West Wacker Drive, Chicago, IL 60606-1220
Phone: 312 917 7700
Leadership
- Bill Huffman, 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: 2024-11-08
Royce Global Value Trust, Inc.
N/A
Royce Global Value Trust, Inc. was a closed ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets across the globe. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small-cap and micro-cap companies. The fund benchmarks the performance of its portfolio against the Russell Global SC Index. Royce Global Value Trust, Inc. was formed on November 26, 1986 and is domiciled in the United States.
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Symbol: RGT
Recent Price: $10.64
Industry: Asset Management - Global
CEO: Christopher Dewitt Clark
Sector: Financial Services
Employees: N/A
Address: 745 Fifth Avenue, New York, NY 10151
Phone: 212 508 4500
Last updated: 2024-12-31
Royce Value Trust Inc.
N/A
Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index. Royce Value Trust Inc. was formed on July 1, 1986 and is domiciled in the United States.
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Symbol: RVT
Recent Price: $15.82
Industry: Asset Management
CEO: Mr. Charles Morgan Royce
Sector: Financial Services
Employees: 50
Address: 745 Fifth Avenue, New York, NY 10151
Phone: 212 508 4500
Last updated: 2024-12-31
LMP Capital and Income Fund Inc.
N/A
LMP Capital and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Clearbridge Investments, LLC, Western Asset Management Company Limited, and Western Asset Management Company. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in stocks of large-cap companies, intermediate period corporate bonds and notes rated at least A-, energy and non-energy master limited partnerships, and real estate investment trusts. It focuses on such factors as economic, market, or political conditions, fiscal and monetary policy, and security valuation to create its portfolio. The fund benchmarks the performance of its portfolio against the U.S. Aggregate Index and S&P 500 Index. It was formerly known as Salomon Brothers Capital and Income Fund Inc. LMP Capital and Income Fund Inc. was formed on November 12, 2003 and is domiciled in the United States.
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Symbol: SCD
Recent Price: $17.20
Industry: Asset Management - Income
CEO: Mr. Kenneth Donald Fuller
Sector: Financial Services
Employees: N/A
Address: 620 Eighth Avenue, New York, NY 10018
Phone: 212-805-2000
Last updated: 2024-12-31
Velocity Financial, Inc.
N/A
Velocity Financial, Inc. operates as a real estate finance company in the United States. It primarily originates and manages investor loans secured by 14 unit residential rental and small commercial properties. The company offers its products through a network of independent mortgage brokers. Velocity Financial, Inc. was founded in 2004 and is headquartered in Westlake Village, California.
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Symbol: VEL
Recent Price: $19.97
Industry: Financial - Mortgages
CEO: Mr. Christopher D. Farrar
Sector: Financial Services
Employees: 253
Address: 30699 Russell Ranch Road, Westlake Village, CA 91362
Phone: 818 532 3700
Last updated: 2024-12-31
Voya Financial, Inc.
N/A
Voya Financial, Inc. operates as a retirement, investment, and employee benefits company in the United States. The company's Wealth Solutions segment offers tax-deferred employer-sponsored retirement savings plans and administrative services; and individual retirement accounts, and other retail financial products and services, as well as financial planning and advisory services. This segment serves corporate, education, healthcare, and other non-profit and government entities, as well as institutional and individual customers. Its Investment Management segment provides fixed income, equity, multi-asset, and alternative products and solutions to individual investors and institutional clients through its direct sales force, consultant channel, banks, broker-dealers, and independent financial advisers. The company's Health Solutions segment offers stop loss, group life, voluntary employee-paid, and disability products through consultants, brokers, third-party administrators, enrollment firms, and technology partners to mid-sized and large businesses. The company was formerly known as ING U.S., Inc. and changed its name to Voya Financial, Inc. in April 2014. Voya Financial, Inc. was incorporated in 1999 and is based in New York, New York.
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Symbol: VOYA
Recent Price: $68.42
Industry: Financial - Conglomerates
CEO: Ms. Heather Hamilton Lavallee
Sector: Financial Services
Employees: 9000
Address: 230 Park Avenue, New York, NY 10169
Phone: 212 309 8200
Last updated: 2024-12-31
Equitable Holdings, Inc.
Variable Annuity Products, Tax-deferred Investment Services, Investment Management and Research Solutions, Variable Universal Life
Equitable Holdings, Inc. operates as a diversified financial services company worldwide, with segments including Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions.
Symbol: EQH
Recent Price: $47.01
Industry: Insurance - Diversified
CEO: Mr. Mark Pearson
Sector: Financial Services
Employees: 8500
Address: 1290 Avenue Of The Americas, New York, NY 10104
Phone: 212 554 1234
Last updated: 2024-12-31
Nuveen New York Municipal Value Fund
Fixed Income Mutual Fund
Nuveen New York Municipal Value Fund, Inc. is a closed-ended fixed income mutual fund co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC, investing primarily in the tax exempt municipal bonds of New York.
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Symbol: NNY
Recent Price: $8.00
Industry: Asset Management
CEO: Mr. William C. Adams IV
Sector: Financial Services
Employees: N/A
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