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Network origin in Tom Schroeder first degree
Entity | Entity type | Industry | |
---|---|---|---|
William O'Neil + Co., Inc.
![]() William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tom Schroeder via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Ford Equity Research, Inc.
![]() Ford Equity Research, Inc. Investment ManagersFinance Founded in 1970 by David and Fran Morse, Ford Equity Research, Inc. (FER) is an independent equity research firm located in San Diego, California. The firm is a wholly-owned subsidiary of Mergent, Inc. FER develops stock selection models and investment techniques through their proprietary Quantitative Validation Process. This approach is based on precise data collection, rigorous testing and validation through repetition and backtesting. The firm uses quantitative methods to turn raw numbers into useful, actionable information. FER begins with the most accurate and timely data possible and bases all their analysis solely on publicly available information. | Investment Managers | Director of Research - Equity | |
Chapman University | College/University | Undergraduate Degree | |
Envision Capital Management, Inc.
![]() Envision Capital Management, Inc. Investment ManagersFinance Envision Capital Management, Inc. (Envision) is a privately held, SEC-registered investment advisor and money management firm headquartered in Palos Verdes Estates, California. The firm was founded in 1995 by Marilyn Cohen. Envision manages investment portfolios for individuals, privately held companies, and tax-deferred accounts. | Investment Managers | Chief Executive Officer | |
Cantor Fitzgerald & Co.
![]() Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Masters Business Admin | |
RNC Capital Management LLC
![]() RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Investment Managers | Trading-Equity | |
O'Neil Global Advisors Inc.
![]() O'Neil Global Advisors Inc. Investment ManagersFinance O'Neil Global Advisors, Inc. (OGA) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of O'Neil Capital Management, Inc., which is owned by Data Analysis, Inc. OGA serves as the investment advisor, with discretionary trading authority, to pooled investment vehicles, the securities of which are offered to investors on a private placement basis, as well as investment advisor, with discretionary trading authority, to separately managed accounts. | Investment Managers | Chief Executive Officer |
Statistics
International
United States | 8 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Operational
Corporate Officer/Principal | 4 |
Chief Executive Officer | 3 |
Undergraduate Degree | 2 |
Chief Investment Officer | 2 |
Analyst-Equity | 1 |
Most connected contacts
Insiders | |
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Marilyn Maxine Cohen | 4 |
Richard Segarra | 3 |
Teresa Brucker | 2 |
Steven Birch | 2 |
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