Sam Burns
Chief Executive Officer at Mill Street Research LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Amy Lubas | F | - |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.
Vanderbilt University
| 23 years |
| Paul Jakubowicz | M | - |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | 20 years |
| Ari H. Wald | M | - |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 19 years |
| Bryan F. Blair | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 10 years |
| Eugene B. Shanks | M | 77 |
Vanderbilt University
| 32 years |
| Ed Clissold | M | - |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | 22 years |
| Larry R. Faulkner | M | 78 |
The University of Texas at Austin
| 26 years |
| Brian Thomas Sanborn | M | - |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | 20 years |
| Colin Rusch | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 9 years |
| Noah Kaye | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 9 years |
| Michael Goldfarb | M | - |
Vanderbilt University
| 30 years |
| Mike Ott | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 9 years |
| Kristen Owen | F | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 9 years |
| Owen Lau | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 9 years |
| Jim Johnson | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 11 years |
| Dominick Gabriele | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 10 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matthew Wilson | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 8 years |
| Phillip C. Zerrillo | M | 65 |
The University of Texas at Austin
| 5 years |
| Dorothy Daigle Pak | F | - |
Vanderbilt University
| 7 years |
| Matt Rosenberg | M | - |
The University of Texas at Austin
| 4 years |
| Pascal A. Villiger | M | - |
The University of Texas at Austin
| 2 years |
| Kelley Curtin | F | - |
The University of Texas at Austin
| 5 years |
| Louis Sapir | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | - |
| Cathy Ritter | F | - |
The University of Texas at Austin
| 6 years |
| Christopher G. Carter | M | 45 |
The University of Texas at Austin
| 5 years |
| James Pai | M | - |
The University of Texas at Austin
| 5 years |
| Saul D. Henry | M | - |
State Street Global Advisors Inc. (Research)
 State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | - |
| Scott Powers | M | 65 |
State Street Global Advisors Inc. (Research)
State Street Global Advisors Inc. (Research) Investment ManagersFinance Founded in 1978, State Street Global Advisors' Advanced Research Center is the research arm of State Street Global Advisors. The firm is a subsidiary of State Street Corp. (NYSE: STT), a leading provider of financial services to institutional investors including corporations, retirement plans, public funds, endowments, foundations and third-party distributors. They provide quantitative research and develop quantitative models for active strategies in equities, fixed-income, asset allocation and currencies | 7 years |
| Maulin B. Thaker | M | - |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | - |
| Chuck D. Leone | M | - |
Vanderbilt University
| 7 years |
| Eric Montgomery Price | M | - |
Vanderbilt University
The University of Texas at Austin
| 7 years |
| David Rosenberg | M | - |
The University of Texas at Austin
| 5 years |
| Ross A. Langley | M | - |
The University of Texas at Austin
| 5 years |
| Yoshinori Funato | M | 57 |
Vanderbilt University
| 6 years |
| Charles J. Collins | M | 47 |
The University of Texas at Austin
| 3 years |
| Bart David Dillashaw | M | - |
The University of Texas at Austin
| 8 years |
| Mohammed Hoque | M | 46 |
The University of Texas at Austin
| 5 years |
| Chase Robison | M | - |
The University of Texas at Austin
| 10 years |
| Amr Abdul Rahman Taiba | M | - |
The University of Texas at Austin
| 4 years |
| Jacky Lo | M | 47 |
The University of Texas at Austin
| 5 years |
| Tan Nuchkasem | M | - |
The University of Texas at Austin
| - |
| Prem Nainani | M | - |
The University of Texas at Austin
| 6 years |
| Michael Leonard | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 4 years |
| Andrew Burkly | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | 19 years |
| Scott Davies | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | 3 years |
| Richard Ellman | M | 53 |
The University of Texas at Austin
| 3 years |
| Frank Majors | M | - |
Vanderbilt University
| 6 years |
| Marco Gamboa | M | - |
The University of Texas at Austin
| 6 years |
| John Michael Thornton | M | - |
Vanderbilt University
The University of Texas at Austin
| 7 years |
| Shayne McGuire | M | - |
The University of Texas at Austin
| 4 years |
| Kenneth Michael Burke | M | - |
Vanderbilt University
The University of Texas at Austin
| 7 years |
| Holden Lewis | M | 54 |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 2 years |
| Jeffrey Hoskins | M | - |
Vanderbilt University
| 5 years |
| Bernie Colson | M | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | 6 years |
| Eric John Selle | M | - |
Vanderbilt University
| 4 years |
| Will Ed Settle | M | - |
Vanderbilt University
| 8 years |
| Edward Earle | M | 51 |
The University of Texas at Austin
| 3 years |
| Terrance S. Lynn | M | - |
Vanderbilt University
| 5 years |
| Marvin Kwan | M | - |
The University of Texas at Austin
| 5 years |
| Michael Alan Greer | M | - |
Vanderbilt University
The University of Texas at Austin
| 7 years |
| Desiree Dolezal | F | - |
The University of Texas at Austin
| 4 years |
| Scott Bigham | M | - |
The University of Texas at Austin
| 4 years |
| Jack K. Harrington | M | - |
Vanderbilt University
| 7 years |
| Harry R. Beaudry | M | 53 |
Vanderbilt University
The University of Texas at Austin
| 8 years |
| Wesley Gallup | M | - |
The University of Texas at Austin
| 6 years |
| Aruna Viswanathan | F | 53 |
The University of Texas at Austin
| 9 years |
| Joseph Matarese | M | - |
The University of Texas at Austin
| 2 years |
| Chris Harlan | M | - |
The University of Texas at Austin
| 4 years |
| Jenny Trotman | F | - |
The University of Texas at Austin
| 4 years |
| Edward Allen Moody | M | - |
The University of Texas at Austin
| 4 years |
| Sam Lai | M | 43 |
The University of Texas at Austin
| 4 years |
| Lisa Widodo | F | 44 |
The University of Texas at Austin
| 3 years |
| Karl Israelsen | M | - |
The University of Texas at Austin
| 1 years |
| Chris Shen | M | - |
The University of Texas at Austin
| 4 years |
| Long Yeung Wong | M | 46 |
The University of Texas at Austin
| 4 years |
| Mustafa Kiral | M | - |
The University of Texas at Austin
| 4 years |
| Tim Dickson | M | - |
The University of Texas at Austin
| 2 years |
| Mahala McCullagh | F | - |
The University of Texas at Austin
| 2 years |
| Rainey Janke | F | - |
The University of Texas at Austin
| 4 years |
| Jeremy Wesley Morgan | M | - |
The University of Texas at Austin
| 4 years |
| Wei Ning Chu | F | 52 |
The University of Texas at Austin
| 2 years |
| Adam Greenbaum | M | - |
The University of Texas at Austin
| 4 years |
| Tina Schockling | F | - |
The University of Texas at Austin
| 4 years |
| Davis Paddock | M | 53 |
The University of Texas at Austin
| 2 years |
| William David Dunn | M | - |
The University of Texas at Austin
| 3 years |
| Eric S. Youngstrom | M | - |
The University of Texas at Austin
| 2 years |
| Jody C. Meraz | M | 46 |
The University of Texas at Austin
| 4 years |
| Rainey Highley | F | - |
The University of Texas at Austin
| 3 years |
| William Keen Robertson | M | 48 |
The University of Texas at Austin
| 4 years |
| Benjamin Solomon Jacobs | M | - |
The University of Texas at Austin
| 4 years |
| R. Scott Lokey | M | - |
The University of Texas at Austin
| 3 years |
| Deepa Patel | F | - |
The University of Texas at Austin
| 4 years |
| Kevin M. Harris | M | - |
The University of Texas at Austin
| 4 years |
| Jason R. Richardson | M | - |
The University of Texas at Austin
| 2 years |
| Jonathan Christopher Paugh | M | - |
The University of Texas at Austin
| 4 years |
| Mack Hicks | M | 43 |
The University of Texas at Austin
| 4 years |
| Michael Hyche | M | - |
The University of Texas at Austin
| 5 years |
| Nabeel Siddiqui | M | - |
The University of Texas at Austin
| 4 years |
| Xun Peng | M | 54 |
The University of Texas at Austin
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Sam Burns
- Personal Network
