Scott Eberhardt
Trading-Equity at National Financial Services LLC (Trading Arm)
Network origin in Scott Eberhardt first degree
Entity | Entity type | Industry | |
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National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt
20
| Operating Division | Investment Banks/Brokers | 20 |
Juniata College
7
| College/University | Other Consumer Services | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Eberhardt via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
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. | Investment Banks/Brokers | Trading-Equity Analyst-Equity | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Trading-Fixed Income | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dowling College | College/University | Masters Business Admin | |
Connors Investor Services, Inc.
Connors Investor Services, Inc. Investment ManagersFinance Connors Investor Services, Inc. (Connors) is an independent registered investment advisor headquartered in Wyomissing, Pennsylvania. The firm was founded by James M. Connors in 1969. Connors manages investment portfolios on a fully discretionary basis for a range of individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Nichols, Safina, Lerner & Co., Inc.
Nichols, Safina, Lerner & Co., Inc. Investment Banks/BrokersFinance Part of Zunicom Holdings, Inc., Nichols, Safina, Lerner & Co., Inc. provides broker-dealer services. The company is based in New York, NY. Nichols, Safina, Lerner & Co. was acquired by Zunicom, Inc., part of Zunicom Holdings, Inc. from August 16, 2021. | Investment Banks/Brokers | Corporate Officer/Principal | |
Long Island University | College/University | Undergraduate Degree | |
Nassau Community College | College/University | Undergraduate Degree | |
UPMC Health Plan, Inc.
UPMC Health Plan, Inc. Investment ManagersFinance UPMC Health Plan, Inc. provides investment advice for insurance company portfolio. It engages in integrated health care delivery system. The company was founded in 1994 and is headquartered in Pittsburgh, PA. | Investment Managers | General Counsel | |
St. Joseph's University | College/University | Masters Business Admin | |
EDIBLE GARDEN AG INCORPORATED | Agricultural Commodities/Milling | Director/Board Member | |
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 | Sales & Marketing | |
Futures Portfolio Fund LP
Futures Portfolio Fund LP Investment Banks/BrokersFinance Futures Portfolio Fund LP engages in the speculative trading of futures contracts, forward currency contacts, and other financial instruments. It primarily trades within agricultural commodities, currencies, energy products, equity indices, interest rate instruments, metals, and single stock futures. The company was founded on May 11, 1989 and is headquartered in Excelsior, MN. | Investment Banks/Brokers | Director/Board Member | |
Tellimer Markets, Inc.
Tellimer Markets, Inc. Investment Banks/BrokersFinance Founded in 2007, Exotix USA, Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Exotix Ltd., a London-based investment banking firm. Exotix provides fixed-income sales and distribution for their clients in both illiquid and frontier emerging markets. They cover a wide array of non-performing (defaulted) and performing debt, sovereign/corporate borrowers and local/hard currencies. They also offer equity intermediation services. Exotix USA of a member of FINRA and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Marco Polo Securities, Inc.
Marco Polo Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Marco Polo New World, Inc., Marco Polo Securities, Inc. operates as an agency broker in emerging markets. The company is based in New York, NY. Mathew J. McConnell has been the CEO of the company since 2020. | Miscellaneous Commercial Services | Chief Executive Officer | |
Auerbach Grayson & Co. LLC
Auerbach Grayson & Co. LLC Investment Banks/BrokersFinance Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities. | Investment Banks/Brokers | Corporate Officer/Principal | |
HSBC Securities (USA), Inc.
HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Trading-Equity | |
Hofstra University | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Trading-Fixed Income | |
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Portfolio Manager-Fixed Income | |
Widener University | College/University | Graduate Degree | |
Alpine Woods Capital Investors LLC
Alpine Woods Capital Investors LLC Investment ManagersFinance Alpine Woods Capital Investors LLC (AWCI) is a SEC-registered investment advisor and hedge fund manager headquartered in Purchase, New York. The firm was founded by Samuel Lieber and Stephen Lieber in 1997 as Alpine Management & Research LLC. They are a wholly-owned subsidiary of Alpine Saxon Woods LLC. AWCI provides investment advisory services to pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income | |
Columbus School of Law | College/University | Graduate Degree | |
The GMS Group LLC
The GMS Group LLC Investment Banks/BrokersFinance Founded in 1979, GMS Group LLC is a broker/dealer located in Livingston, New Jersey. The firm specializes in tax-free municipal bonds. They provide a full range of investment products and services to meet the investment needs and objectives of high net-worth individuals, corporations, not-for-profit organizations, states, local governments, banks, and insurance companies, among others. | Investment Banks/Brokers | Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
St. Lawrence University | College/University | Undergraduate Degree | |
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Suffolk University | College/University | Masters Business Admin | |
Saul Stone & Co.
Saul Stone & Co. Investment ManagersFinance Part of StoneX Group, Inc., Saul Stone & Co. is a company that provides investment services. The company is based in New York, NY. Saul Stone was acquired by FCStone Group, Inc., part of StoneX Group, Inc. from September 30, 2009 on June 30, 2000. | Investment Managers | Corporate Officer/Principal | |
Delta Partners LP
Delta Partners LP Investment ManagersFinance Delta Partners LP is a hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and is a subsidiary of Delta Partners GP LLC. They provids investment advice to high net worth clients. | Investment Managers | Corporate Officer/Principal | |
Westfield Capital Management Co. LP
Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Trading-Equity | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Market Strategist | |
Purdue University | College/University | Undergraduate Degree | |
NF Clearing, Inc.
NF Clearing, Inc. Investment Banks/BrokersFinance Part of Fiserv, Inc., NF Clearing, Inc. is a company that offers investment advice services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Market Strategist | |
Seneca Global Fund LP
Seneca Global Fund LP Investment Trusts/Mutual FundsMiscellaneous Seneca Global Fund LP engages in the speculative trading of futures contracts, forward currency contracts and other financial instruments traded in the United States and internationally. The company was founded on March 23, 2007 and is headquartered in Gaithersburg, MD. | Investment Trusts/Mutual Funds | Director/Board Member | |
Vintage Ventures Management Ltd.
Vintage Ventures Management Ltd. Investment ManagersFinance .Vintage Ventures Management Ltd. (Vintage Ventures) is a private equity firm founded in 2003 by Alan Feld, Shlomo Dovrat, and Aharon Dovrat. The firm is headquartered in Hamerkaz, Israel. | Investment Managers | Chairman |
Statistics
International
United States | 50 |
Israel | 2 |
Sectoral
Finance | 34 |
Consumer Services | 14 |
Commercial Services | 3 |
Process Industries | 2 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 49 |
Undergraduate Degree | 23 |
Director/Board Member | 19 |
Analyst-Equity | 15 |
Masters Business Admin | 9 |
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