Firman Leung
Corporate Officer/Principal at American Capital Partners LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Michael Minnich | M | 52 |
American Life & Security Corp.
 American Life & Security Corp. Life/Health InsuranceFinance Part of Midwest Holding, Inc., American Life & Security Corp. provides life insurance services. The company is based in Lincoln, NE. Mark A. Oliver has been the CEO of the company since 2009. | 6 years |
| Georgette Nicholas | F | 59 | 3 years | |
| A. Michael Salem | M | 43 |
American Life & Security Corp.
American Life & Security Corp. Life/Health InsuranceFinance Part of Midwest Holding, Inc., American Life & Security Corp. provides life insurance services. The company is based in Lincoln, NE. Mark A. Oliver has been the CEO of the company since 2009. | 6 years |
| Daniel Scott Maloney | M | 59 | 2 years | |
| Anthony J. Polini | M | - |
American Capital Partners LLC
 American Capital Partners LLC Investment Banks/BrokersFinance Founded in 2001, American Capital Partners LLC (ACP) is a broker/dealer located in Hauppauge, New York. The firm has affiliated offices in New York City, Baldwin, New York, East Meadow, New York, Fairfield, Connecticut, Farmingdale, New York, Huntington, New York, Medford, New York and Scottsdale, Arizona. ACP serves the needs of experienced investors and traders who are willing and able to incur higher degrees of risk. They generally recommend securities listed on the NYSE and NASDAQ but they may also recommend other investments such as mutual funds and short sale and/or options strategies. ACP provides independent research. They are generalists that are opportunistic and employ a long/short investment philosophy. On the long side, ACP utilizes bottom-up, fundamental research to identify undervalued and under-followed companies without regard for market-cap or sector. In general, the firm does not invest in biotechnology or biopharmaceuticals. When recommending a long position, ACP looks for companies with low p/e, low price/cash flow, low price/book value and strong balance sheets, which generate cash and are profitable or will generate profit in the near term. On the short side, they position portfolios in order to hedge against economic or market downturns. In this instance, ACP looks for companies with high p/e or cash flow multiples, deteriorating business model or franchise value, poor or weakening cash flow and earnings and/or a change that undermines the business model. | 9 years |
| Howell D. Wood | M | 92 | 11 years | |
| Joshua Blacher | M | 52 |
Columbus Circle Capital, LLC
| 5 years |
| Alfred M. Shams | M | - |
American Capital Partners LLC
American Capital Partners LLC Investment Banks/BrokersFinance Founded in 2001, American Capital Partners LLC (ACP) is a broker/dealer located in Hauppauge, New York. The firm has affiliated offices in New York City, Baldwin, New York, East Meadow, New York, Fairfield, Connecticut, Farmingdale, New York, Huntington, New York, Medford, New York and Scottsdale, Arizona. ACP serves the needs of experienced investors and traders who are willing and able to incur higher degrees of risk. They generally recommend securities listed on the NYSE and NASDAQ but they may also recommend other investments such as mutual funds and short sale and/or options strategies. ACP provides independent research. They are generalists that are opportunistic and employ a long/short investment philosophy. On the long side, ACP utilizes bottom-up, fundamental research to identify undervalued and under-followed companies without regard for market-cap or sector. In general, the firm does not invest in biotechnology or biopharmaceuticals. When recommending a long position, ACP looks for companies with low p/e, low price/cash flow, low price/book value and strong balance sheets, which generate cash and are profitable or will generate profit in the near term. On the short side, they position portfolios in order to hedge against economic or market downturns. In this instance, ACP looks for companies with high p/e or cash flow multiples, deteriorating business model or franchise value, poor or weakening cash flow and earnings and/or a change that undermines the business model. | 11 years |
| Nicole Gulino | F | - |
American Capital Partners LLC
American Capital Partners LLC Investment Banks/BrokersFinance Founded in 2001, American Capital Partners LLC (ACP) is a broker/dealer located in Hauppauge, New York. The firm has affiliated offices in New York City, Baldwin, New York, East Meadow, New York, Fairfield, Connecticut, Farmingdale, New York, Huntington, New York, Medford, New York and Scottsdale, Arizona. ACP serves the needs of experienced investors and traders who are willing and able to incur higher degrees of risk. They generally recommend securities listed on the NYSE and NASDAQ but they may also recommend other investments such as mutual funds and short sale and/or options strategies. ACP provides independent research. They are generalists that are opportunistic and employ a long/short investment philosophy. On the long side, ACP utilizes bottom-up, fundamental research to identify undervalued and under-followed companies without regard for market-cap or sector. In general, the firm does not invest in biotechnology or biopharmaceuticals. When recommending a long position, ACP looks for companies with low p/e, low price/cash flow, low price/book value and strong balance sheets, which generate cash and are profitable or will generate profit in the near term. On the short side, they position portfolios in order to hedge against economic or market downturns. In this instance, ACP looks for companies with high p/e or cash flow multiples, deteriorating business model or franchise value, poor or weakening cash flow and earnings and/or a change that undermines the business model. | - |
| Sanjay Yodh | M | - | 10 years | |
| Shyamal Somaroo | M | 54 | 4 years | |
| Thomas Bumbolow | M | 48 | 3 years | |
| Eoin Elliffe | M | 47 | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mark Oliver | M | 65 | 11 years | |
| Michael Weil | M | 57 | 2 years | |
| Scott Morrison | M | 50 |
American Life & Security Corp.
American Life & Security Corp. Life/Health InsuranceFinance Part of Midwest Holding, Inc., American Life & Security Corp. provides life insurance services. The company is based in Lincoln, NE. Mark A. Oliver has been the CEO of the company since 2009. | 5 years |
| Kongkiat Opaswongkarn | M | 67 |
The Wharton School of the University of Pennsylvania
| 6 years |
| Debra K. Havranek | F | 67 | 8 years | |
| Brian D. Jones | M | 55 | 3 years | |
| Dana Stapleton | M | 56 |
American Life & Security Corp.
American Life & Security Corp. Life/Health InsuranceFinance Part of Midwest Holding, Inc., American Life & Security Corp. provides life insurance services. The company is based in Lincoln, NE. Mark A. Oliver has been the CEO of the company since 2009. | 5 years |
| Todd Boeve | M | 54 |
American Life & Security Corp.
American Life & Security Corp. Life/Health InsuranceFinance Part of Midwest Holding, Inc., American Life & Security Corp. provides life insurance services. The company is based in Lincoln, NE. Mark A. Oliver has been the CEO of the company since 2009. | 12 years |
| John Hompe | M | 63 | 8 years | |
| William M. Kahane | M | 76 |
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. | 13 years |
| Diane Davis | F | 56 | 2 years | |
| Alan B. Levande | M | 67 |
The Wharton School of the University of Pennsylvania
| 6 years |
| Andrew Brian Liesch | M | - |
Sandler O'Neill & Partners LP
 Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 13 years |
| Launny Steffens | M | 82 |
Merrill Lynch & Co., Inc.
| 16 years |
| Charles Timothy O'Brien | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 15 years |
| Hunter S. Reisner | M | - |
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.
Smith Barney Asset Management
| 4 years |
| Edward Rendell | M | 80 | 5 years | |
| Robert Froehlich | M | 71 | - | |
| Casey Orr Whitman | F | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 14 years |
| Charles McMillen | M | 71 | 3 years | |
| Alexander Goldfarb | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 11 years |
| Scott Pinkus | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Richard F. Williamson | M | - | - | |
| Sumeet Mody | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 8 years |
| Andrew G. Backman | M | - | - | |
| Jeff Kronthal | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Peter M. Budko | M | 64 | 2 years | |
| David Lesser | M | 58 |
Merrill Lynch & Co., Inc.
| 6 years |
| Peter Adam Connellan | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | - |
| Chaipatr Srivisarvacha | M | 64 |
Smith Barney Asset Management
| 4 years |
| Gregg David Pollack | M | 62 |
The Wharton School of the University of Pennsylvania
| 5 years |
| Kevin Sheehan | M | 40 | 1 years | |
| Yadin Rozov | M | 46 | 1 years | |
| John Barnidge | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 10 years |
| D. Williams | M | 67 |
The Wharton School of the University of Pennsylvania
| 5 years |
| Thomas O'Neill | M | 77 |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 12 years |
| Stuart W. Thorn | M | 67 |
The Wharton School of the University of Pennsylvania
| 2 years |
| John Thomas DiPasquale | M | 58 |
Smith Barney Asset Management
| 5 years |
| Scott Jay Lederman | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Jack Theeler | M | 78 | 10 years | |
| Thomas Jones | M | 74 |
Smith Barney Asset Management
| - |
| Leslie Michelson | M | 73 | - | |
| Andrew Heyer | M | 66 |
The Wharton School of the University of Pennsylvania
| 6 years |
| Nancy Callahan | F | 63 | 2 years | |
| Paul Brooke | M | 77 |
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. | 16 years |
| Richard Stanton Pzena | M | 65 |
The Wharton School of the University of Pennsylvania
| 5 years |
| Sachin Goel | M | 43 | 3 years | |
| Jeffrey Brown | M | 63 | 2 years | |
| Marc A. Utay | M | 64 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jacob Wallenberg | M | 68 |
The Wharton School of the University of Pennsylvania
| 5 years |
| Eric Berg | M | 65 | - | |
| Gregg G. Seibert | M | 68 |
Merrill Lynch & Co., Inc.
| 20 years |
| Aaron Deer | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 13 years |
| Frank Schiraldi | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 16 years |
| Collin Joseph Cook | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 8 years |
| William G. Stanley | M | 68 | - | |
| Nicholas Schorsch | M | 63 | 1 years | |
| Hersh Cohen | M | 84 |
Smith Barney Asset Management
| 4 years |
| Brad Milsaps | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 15 years |
| Chris Donat | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 15 years |
| Paul Newsome | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 13 years |
| Kenneth F. Puglisi | M | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 12 years |
| Anna Fleming Barnard | F | - |
Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | 6 years |
| Steve Wilt | M | - |
Merrill Lynch & Co., Inc.
| 20 years |
| Anthony Delfre | M | - |
Merrill Lynch & Co., Inc.
| - |
| Kevin John Maloney | M | 66 |
Tuck School of Business at Dartmouth
| 12 years |
| Thomas Chapin | M | - |
Tuck School of Business at Dartmouth
| 2 years |
| Doug King | M | - |
Merrill Lynch & Co., Inc.
| 26 years |
| Daniel Warren Tandy | M | - |
Merrill Lynch & Co., Inc.
| 9 years |
| Charles P. Cooley | M | 68 |
Tuck School of Business at Dartmouth
| 2 years |
| Neal J. Tourdo | M | - |
Merrill Lynch & Co., Inc.
| 3 years |
| Chars Crane | M | - |
Tuck School of Business at Dartmouth
| 2 years |
| Standish H. O'Grady | M | 63 |
Tuck School of Business at Dartmouth
| 2 years |
| Jennifer Uhrig | F | 62 |
Tuck School of Business at Dartmouth
| 2 years |
| Jim LaTorre | M | 65 |
Merrill Lynch & Co., Inc.
| 4 years |
| John Deyton Botti | M | - |
Merrill Lynch & Co., Inc.
| - |
| Christi Strauss | F | - |
Tuck School of Business at Dartmouth
| 2 years |
| David Nathan Fleischer | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| David L. Resnick | M | - |
Merrill Lynch & Co., Inc.
| 11 years |
| Michael R. Costa | M | - |
Merrill Lynch & Co., Inc.
| - |
| Bradford N. Creswell | M | 64 |
Tuck School of Business at Dartmouth
| 2 years |
| Gail Goodman | F | 63 |
Tuck School of Business at Dartmouth
| 2 years |
| John Hele | M | 65 |
Merrill Lynch & Co., Inc.
| 10 years |
| Rick Harper | M | - |
Merrill Lynch & Co., Inc.
| - |
| Carl A. Haessler | M | 64 |
Tuck School of Business at Dartmouth
| 2 years |
| Mitchell Evans Malone | M | - |
Merrill Lynch & Co., Inc.
| - |
| Bob Bishop | M | - |
Merrill Lynch & Co., Inc.
| 13 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
| Mexico | 0 | -.--% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Firman Leung
- Personal Network
