James Richard Abbott
Net worth: 3 M $ as of 2024-04-29
Network origin in James Richard Abbott first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Founded in 1989, FBR Capital Markets & Co., formerly Friedman, Billings, Ramsey & Co., is a broker/dealer headquartered in Arlington, Virginia with additional offices throughout the US. The firm is a subsidiary of FBR Capital Markets Holdings, Inc.. and their ultimate parent is FBR & Co. (NASDAQ: FBRC). In 2007, FBR Capital Markets Corp. was spun out from FBR Group as an independent investment bank, of which FBR Group retained majority ownership. FBR Capital Markets is registered with the SEC and is a member of FINRA, Nasdaq and the SIPC. FBR Capital Markets' Equity Sales & Trading Group provides institutional sales and trading services to over 1300 institutional accounts in the US, Canada, Europe, Australia and Asia. Their clients include mutual funds, hedge funds, money managers, endowments, foundations, banks, insurance companies and pension and profit sharing plans. They actively trade on behalf of clients and make markets in almost 1000 stocks traded on the NYSE, listed and OTC markets and trade more than $100 billion of securities on a per annum basis. In 2009, FBR Capital Markets began making markets in selected stocks traded on the London Stock Exchange and Euronext. In addition to agency trading in listed securities markets, they act as market-maker in Nasdaq and other OTC securities. They are one of the largest distributors of the shares of small- and mid-cap companies in public and private securities offerings and have deep trading expertise in the vertical industry groups in which the firm's investment banking and research teams specialize. These sectors include: (1) consumer (2) diversified industrials (3) energy and natural resources (4) financial institutions (5) healthcare (6) insurance (7) real estate (8) Washington policy analysis and (0) technology, media and telecommunications. The firm's analytical coverage includes a large number of small- and mid-cap companies in addition to large companies. Research is provided by FBR Capital Markets' research department, which is independent from the firm's investment banking department and has the sole authority to determine which companies receive research coverage and the recommendation contained in the coverage.
200
| Extinct | Investment Banks/Brokers | 200 |
| Public Company | Major Banks | 24 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Richard Abbott via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Utah | College/University | Masters Business Admin Undergraduate Degree Corporate Officer/Principal Graduate Degree | |
Compass Point Research & Trading LLC
 Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
ZB, NA (Investment Management)
 ZB, NA (Investment Management) Investment ManagersFinance ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities. | Investment Managers | Chief Executive Officer Chief Executive Officer Director/Board Member | |
| George Washington University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
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 Corporate Officer/Principal Analyst-Equity | |
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Doctorate Degree | |
Height Analytics LLC
 Height Analytics LLC Investment ManagersFinance Height Analytics LLC is an investment research firm headquartered in Washington, DC. The firm was founded by John Akridge and Andrew Parmentier in 2008 and they are a subsidiary of Height Capital LLC. Height Analytics provides differentiated and comprehensive insights to help clients make key investment and operational decisions. They bring a quantitative and market-centric approach to policy analysis, finding opportunities free of the rigidity of a defined coverage list. | Investment Managers | Director of Research - Equity Economist | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
| The College of William & Mary | College/University | Undergraduate Degree Masters Business Admin | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Sales & Marketing Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
| George Mason University | College/University | Undergraduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
EJF Capital LLC
 EJF Capital LLC Investment ManagersFinance EJF Capital LLC (EJF) is an employee-owned alternative asset management firm headquartered in Arlington, Virginia. The firm was founded by Emanuel J. Friedman and Neal J. Wilson in 2005. EJF provides discretionary investment advisory services and sub-investment advisory services to pooled investment vehicles and single investor funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| Tulane University (Louisiana) | College/University | Masters Business Admin Graduate Degree | |
| PLURALSIGHT, INC. | Internet Software/Services | Director/Board Member Chief Executive Officer | |
Pluralsight Holdings LLC
 Pluralsight Holdings LLC Miscellaneous Commercial ServicesCommercial Services Pluralsight Holdings LLC provides online training for information technology and hardcore software developers. The company is headquartered in Farmington, UT. | Miscellaneous Commercial Services | Director/Board Member Chief Executive Officer | |
| CITIGROUP INC. | Major Banks | Director of Finance/CFO Comptroller/Controller/Auditor | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
| PRIMERICA, INC. | Life/Health Insurance | Director/Board Member Director/Board Member | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Pluralsight LLC
 Pluralsight LLC Internet Software/ServicesTechnology Services Pluralsight LLC engages in online development and IT training services. Its platform includes browse library, plural Insight IQ, paths, mentoring, mobile apps, and professional services. The firm serves the individuals, small business, academic, federal government, and state and local government. The company was founded by Keith Sparkjoy, Fritz Onion, Keith Brown, Bill Williams and Aaron Skonnard in 2004 and is headquartered in Farmington, UT. | Internet Software/Services | Director/Board Member Founder |
Statistics
International
| United States | 50 |
| Italy | 2 |
Sectoral
| Finance | 31 |
| Consumer Services | 17 |
| Technology Services | 3 |
| Commercial Services | 3 |
Operational
| Analyst-Equity | 132 |
| Corporate Officer/Principal | 121 |
| Director/Board Member | 105 |
| Undergraduate Degree | 68 |
| Director of Finance/CFO | 36 |
Most connected contacts
| Insiders | |
|---|---|
| Barbara Yastine | 34 |
| Maria Contreras-Sweet | 27 |
| Gary Crittenden | 25 |
| Vivian Lee | 20 |
| Harris Simmons | 19 |
| Matthew A. Jones | 19 |
| Suren Gupta | 18 |
| Lucius Taylor | 14 |
| Michael D. Youngblood | 12 |
| James Reddoch | 12 |
| Claire Huang | 11 |
| Manny Friedman | 11 |
| Craig Kucera | 10 |
| Paul Burdiss | 10 |
| Wilkes J. Graham | 9 |
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