Matthew Pulley
Private Equity Investor at Oxford Finance LLC
Network origin in Matthew Pulley first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Wake Forest University
98
| College/University | Other Consumer Services | 98 |
Oxford Finance LLC
 Oxford Finance LLC Investment ManagersFinance Oxford Finance LLC (Oxford Finance) is a private equity subsidiary of WCP Holdings LLC founded in 2002 by J. Alden Philbrick IV. The firm is headquartered in Alexandria, Virginia.
36
| Subsidiary | Investment Managers | 36 |
University of North Carolina at Chapel Hill
27
| College/University | Other Consumer Services | 27 |
Truist Advisory Services, Inc.
 Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations.
5
| Subsidiary | Investment Managers | 5 |
BB&T Institutional Investment Advisers, Inc.
 BB&T Institutional Investment Advisers, Inc. Investment ManagersFinance BB&T Institutional Investment Advisers, Inc. (BB&T IIA) is a registered investment adviser headquartered in Greenville, South Carolina and was founded in 1992. The firm is a wholly-owned subsidiary of Branch Banking and Trust Company which is owned by BB&T Corp. (NYSE: BBT). BB&T IIA provides investment consulting and discretionary investment management services to ERISA and Non-ERISA employee plans, local government employee retirement plans, foundations, endowments, deferred compensation programs, bank or thrift institutions, corporate investment accounts, and certain high net worth individuals. They also provide specialized investment management services to BB&T for some of their trust clients using proprietary investment strategies that focus on domestic stocks as well as high quality bonds along with open and closed-ended mutual funds.
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matthew Pulley via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Wells Fargo Capital Finance LLC
 Wells Fargo Capital Finance LLC Finance/Rental/LeasingFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Capital Finance LLC is a company that provides financial services. The company is based in Santa Monica, CA. | Finance/Rental/Leasing | President Director/Board Member President Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Market Strategist | |
American Capital Asset Management LLC
 American Capital Asset Management LLC Investment ManagersFinance American Capital Asset Management LLC (American Capital) is a private equity firm founded in 1986 by Malon Wilkus. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Analyst Private Equity Investor Private Equity Investor | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal Institutional Sales | |
Silicon Valley Bank
 Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Corporate Officer/Principal Consultant / Advisor President | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Hercules Capital
 Hercules Capital Investment ManagersFinance Hercules Capital is a venture capital firm founded in 2003 by Scott Harvey, Manuel Henriquez, and Roy Liu. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
TruArc Partners LP
 TruArc Partners LP Investment ManagersFinance TruArc Partners LP (TruArc Partners) is a private equity firm founded in 2005 by Ian K. Snow. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree Masters Business Admin | |
Banbury Private Capital LLC
 Banbury Private Capital LLC Investment ManagersFinance Banbury Private Capital LLC (BPC) is a private equity firm founded in 2020 by Braden T French and Langdon R Holzman. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor Founder | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree | |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
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. | Investment Managers | Analyst-Equity Analyst-Equity | |
Wells Fargo Securities, Inc.
 Wells Fargo Securities, Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA. | Investment Banks/Brokers | Private Equity Analyst Private Equity Analyst | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
GE Capital Healthcare Financial Services
 GE Capital Healthcare Financial Services Investment Banks/BrokersFinance Part of GE Aerospace, GE Capital Healthcare Financial Services is a company that provides financial advisory for the healthcare industry. The company is based in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal President | |
SPP Management Services LLC
 SPP Management Services LLC Investment ManagersFinance SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Chi-Rho Financial LLC
 Chi-Rho Financial LLC Investment ManagersFinance Chi-Rho Financial LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded in 2000 by Joseph “Joe” Hurley, IV. Chi-Rho Financial offers hedge fund solutions, comprehensive portfolio management, and additional advisory services to a wide range of accredited investors, advisors, and institutions. | Investment Managers | Analyst-Equity Director of Research - Equity | |
Siemens Financial Services, Inc.
 Siemens Financial Services, Inc. Finance/Rental/LeasingFinance Siemens Financial Services, Inc. provides business-to-business financial solutions. It offers equipment, transport, and automobile leasing services. The firm serves energy, healthcare and infrastructure industries. The company was founded in 1997 and is headquartered in Iselin, NJ. | Finance/Rental/Leasing | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Maryland | College/University | Masters Business Admin Graduate Degree | |
| University of California, Irvine | College/University | Graduate Degree Undergraduate Degree | |
Brown Brothers Harriman Capital Partners
 Brown Brothers Harriman Capital Partners Investment ManagersFinance Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Private Equity Investor | |
Yorktown Management & Research Co., Inc.
 Yorktown Management & Research Co., Inc. Investment ManagersFinance Yorktown Management & Research Co., Inc. (Yorktown) is a registered investment advisor headquartered in Forest, Virginia. The firm was founded by David D. Basten in 1985. Yorktown provides investment advisory services to individuals, high net worth individuals, trusts, estates or charitable organizations, institutions, and Registered Investment Company. They also manage the Yorktown range of funds. | Investment Managers | Portfolio Manager-Equities | |
Pragma Wealth Management Ltd.
 Pragma Wealth Management Ltd. Investment ManagersFinance Pragma Wealth Management Ltd. (Pragma) is an independent alternative investment management firm headquartered in London, UK. The firm was founded in 2001 by a European family. Pragma provides comprehensive multi-asset investment solutions to families, high net-worth individuals and institutions that covers both discretionary and advisory services. | Investment Managers | Analyst-Equity | |
Maranon Capital LP
 Maranon Capital LP Investment ManagersFinance Maranon Capital LP (Maranon Capital) is a private equity firm founded in 2007 by Tom Gregory and Ian Larkin. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Saw Mill Capital LLC
 Saw Mill Capital LLC Investment ManagersFinance Saw Mill Capital LLC (Saw Mill Capital) is a private equity firm founded in 1997 by Howard D. Unger. The firm is headquartered in Briarcliff Manor, New York. | Investment Managers | Private Equity Investor | |
Cinctive Capital Management LP
 Cinctive Capital Management LP Investment ManagersFinance Cinctive Capital Management LP (Cinctive Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Lawrence (Larry) Sapanski and Richard Schimel. Cinctive Capital provides investment advisory services on a discretionary basis to collective investment vehicles organized as domestic or foreign private investment partnerships, corporations, companies and/or other entities. | Investment Managers | Analyst-Equity | |
Banca Aletti & C. SpA
 Banca Aletti & C. SpA Investment Banks/BrokersFinance Part of Banco BPM SpA, Banca Aletti & C. SpA is a brokerage services provider. The company is based in Milan, Italy. Alessandro Varaldo has been the CEO of the Italian company since 2018. | Investment Banks/Brokers | Analyst-Equity | |
Palladin Consumer Retail Partners LLC
 Palladin Consumer Retail Partners LLC Investment ManagersFinance Palladin Consumer Retail Partners LLC (PCRP or Palladin) is a private equity firm founded in 1998 by Mark J Schwartz. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Bestinver Sociedad de Valores SA (Italy)
 Bestinver Sociedad de Valores SA (Italy) Investment Banks/BrokersFinance Bestinver Sociedad de Valores SA (Italy) is the Italian broker/dealer arm of Bestinver Sociedad de Valores SA in Spain. They are ultimately owned by Acciona SA (BME: ANA). Formerly known as Fidentiis Equities Sociedad de Valores SA, the firm is headquartered in Milan and provides securities brokerage services. | Investment Banks/Brokers | Analyst-Equity | |
Rhapsody Venture Partners LLC
 Rhapsody Venture Partners LLC Investment ManagersFinance Rhapsody Venture Partners LLC (Rhapsody Venture Partners) is a venture capital firm founded in 2014. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Private Equity Investor | |
Rosenblatt Securities, Inc.
 Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered 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 | Investment Banks/Brokers | Analyst-Equity |
Statistics
International
| United States | 48 |
| Italy | 3 |
| United Kingdom | 2 |
Sectoral
| Finance | 39 |
| Consumer Services | 13 |
Operational
| Undergraduate Degree | 101 |
| Corporate Officer/Principal | 88 |
| Private Equity Investor | 68 |
| Director/Board Member | 53 |
| Private Equity Analyst | 38 |
Most connected contacts
| Insiders | |
|---|---|
| Thomas W. Bunn | 14 |
| Matthew Woeste | 14 |
| Killu Sanborn | 12 |
| C Bren Hall | 11 |
| Ernie Dawal | 11 |
| Adam Richeson | 10 |
| Maryam Zafar | 8 |
| Eddie Moak | 8 |
| Debbie J. Baker | 8 |
| Sunil Annapareddy | 8 |
| Tracy S. Maziek | 7 |
| Chris Byrne | 7 |
| Brian Graybeal | 7 |
| John Toufanian | 7 |
| Braden French | 7 |
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