![Mike Durso](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mike Durso
Chief Executive Officer at ShoreHaven Wealth Partners LLC
Network origin in Mike Durso first degree
Entity | Entity type | Industry | |
---|---|---|---|
James Madison University
63
| College/University | Other Consumer Services | 63 |
BlackRock Investments LLC
![]() BlackRock Investments LLC Investment Banks/BrokersFinance Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006.
5
| Subsidiary | Investment Banks/Brokers | 5 |
ShoreHaven Wealth Partners LLC
![]() ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals.
1
| Private Company | Investment Managers | 1 |
Morgan Stanley Private Equity Asia III LLC
![]() Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY.
1
| Subsidiary | Investment Managers | 1 |
AllianceBernstein Investment Research & Management, Inc.
![]() AllianceBernstein Investment Research & Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., AllianceBernstein Investment Research & Management, Inc. is a company that provides investment management services. The company is based in New York, NY.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mike Durso via their personal network
Company | Sector | Related people | Main position |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
VSE CORPORATION | Engineering & Construction | Corporate Officer/Principal | |
LENNAR CORPORATION | Homebuilding | Corporate Officer/Principal | |
BLACKROCK, INC. | Investment Managers | Director/Board Member Consultant / Advisor | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Congress Asset Management Co. LLP
![]() Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Investment Managers | Analyst-Equity | |
NETSOL TECHNOLOGIES, INC. | Information Technology Services | Director/Board Member | |
Keefe, Bruyette & Woods, Inc.
![]() Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Analyst-Equity | |
Davidson Investment Advisors, Inc.
![]() Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
The London Company of Virginia LLC
![]() The London Company of Virginia LLC Investment ManagersFinance The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels. | Investment Managers | Corporate Officer/Principal | |
TEXAS ROADHOUSE, INC. | Restaurants | President | |
University of Virginia | College/University | Doctorate Degree Graduate 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 | Masters Business Admin | |
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-Fixed Income | |
George Washington University | College/University | Graduate Degree Masters Business Admin | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Corporate Officer/Principal | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
NETSOL TECHNOLOGIES LIMITED | Information Technology Services | Sales & Marketing Chief Operating Officer | |
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Comptroller/Controller/Auditor Analyst-Equity | |
George Mason University | College/University | Masters Business Admin Masters Business Admin | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
New York University | College/University | Graduate Degree Masters Business Admin | |
Harris Williams & Co.
![]() Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Take Command Insurance Agency, Inc.
![]() Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Life/Health Insurance | Director/Board Member | |
LiveOak Management Services LLC
![]() LiveOak Management Services LLC Investment ManagersFinance LiveOak Management Services LLC (LiveOak Venture Partners) is a venture capital firm founded in 2012 by Venu Shamapant, Krishna Srinivasan, and Ben Scott. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
BHC PL II Co-Invest LP
![]() BHC PL II Co-Invest LP Investment ManagersFinance BHC PL II Co-Invest LP operates as an investment holding company. The company was incorporated in 2016 and is headquartered in Richmond, VA. | Investment Managers | Director/Board Member | |
Blue Heron Capital Management LLC
![]() Blue Heron Capital Management LLC Investment ManagersFinance Blue Heron Capital Management LLC (Blue Heron Capital) is a private equity and venture capital firm founded in 2009 by Tom Benedetti and Andrew Tichenor. The firm is headquartered in Richmond, Virginia. | Investment Managers | Private Equity Investor | |
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 | Corporate Officer/Principal | |
Davenport & Co. LLC (Broker)
![]() Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Fairfax County Public Schools (Virginia) | Local Agencies | Corporate Officer/Principal | |
University of California, Davis | College/University | Undergraduate Degree | |
Penserra Capital Management LLC
![]() Penserra Capital Management LLC Investment ManagersFinance Penserra Capital Management LLC (Penserra) is an independent, SEC-registered investment advisor headquartered in Orinda, California. The firm was founded by George Madrigal in 2009. Penserra offers ETF sub-advisory services to exchange traded funds (ETFs). | Investment Managers | Portfolio Manager-Equities | |
Raven Capital Management LLC
![]() Raven Capital Management LLC Investment ManagersFinance Raven Capital Management LLC (Raven Capital Management) is a private equity firm, a subsidiary of MetLife Investment Management LLC founded in 2008 by Josh Green and Jeremy Tucker. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Robert H. Smith School of Business | College/University | Graduate Degree | |
StoneCalibre LLC
![]() StoneCalibre LLC Investment ManagersFinance StoneCalibre LLC (StoneCalibre) is a private equity firm founded in 2012 by Brian M. Wall. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 43 |
Pakistan | 2 |
France | 2 |
Sectoral
Finance | 31 |
Consumer Services | 9 |
Technology Services | 3 |
Industrial Services | 2 |
Consumer Durables | 2 |
Operational
Director/Board Member | 117 |
Corporate Officer/Principal | 86 |
Undergraduate Degree | 67 |
Analyst-Equity | 32 |
Private Equity Investor | 17 |
Most connected contacts
Insiders | |
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Rob Fairbairn Fairbairn | 94 |
Chad Stender | 15 |
Gerard Hart | 13 |
Mike Marcantonio | 11 |
Eli Kantor | 9 |
Dean Keener | 9 |
Christy Lukach | 8 |
Kurt Edward Reiman | 7 |
Alison Bowe Diessner | 7 |
Connor O'Byrne | 7 |
Tom Libretto | 6 |
Sean DeWitt | 6 |
Larry Durso | 6 |
Adam Krick | 6 |
Shuang Zhang | 6 |
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