Joshua Aguilar
Analyst-Equity at Morningstar, Inc. (Research)
Network origin in Joshua Aguilar first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Florida
217
| College/University | Other Consumer Services | 217 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.
182
| Operating Division | Investment Managers | 182 |
Rollins College (Florida)
17
| College/University | Other Consumer Services | 17 |
Cascadia Capital LLC
 Cascadia Capital LLC Investment Banks/BrokersFinance Cascadia Capital LLC provides investment banking services. The firm?s services include mergers & acquisitions, corporate finance, strategic advisory services and private capital. The company was founded by Michael Butler, Kevin Cable and Kirk Van Alstyne in 1999 and is headquartered in Seattle, WA.
1
| Holding Company | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joshua Aguilar via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
GMT Capital Corp.
 GMT Capital Corp. Investment ManagersFinance GMT Capital Corp. is a private, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. It was founded in 1993 by Thomas Claugus. The firm provides discretionary and non-discretionary investment advisory services to their advisory clients, which are private investment vehicles and separately managed accounts, by recommending, or managing and directing, the investment and reinvestment of their assets. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Private Equity Analyst Corporate Officer/Principal Analyst-Equity | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc. | Investment Managers | Corporate Officer/Principal | |
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Corporate Officer/Principal | |
GoldPoint Partners LLC
 GoldPoint Partners LLC Investment ManagersFinance GoldPoint Partners LLC (GoldPoint Partners) is a private equity subsidiary of New York Life Investment Management LLC founded in 1991 by John E. Schumacher, Steven M. Benevento and Thomas M. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
State Farm Insurance Cos.
 State Farm Insurance Cos. Multi-Line InsuranceFinance State Farm Insurance Cos. provides personal property and casualty insurance services. It also offers auto insurance quotes, auto, home, life and health policies. The firm also provides commercial auto insurance coverage for renters, business owners, boats and motorcycles. The company was founded by George Jacob Mecherle in 1922 and is headquartered in Bloomington, IL. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Investment Managers | President | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Glenhill Capital Advisors LLC
 Glenhill Capital Advisors LLC Investment ManagersFinance Glenhill Capital Advisors LLC (Glenhill Capital) is a hedge fund manager headquartered in New York City. Formerly known as GJK Capital Advisors LLC, the firm was founded by Glenn J. Krevlin in 2000 and is a subsidiary of Krevlin Management, Inc. Glenhill Capital manages assets of high net worth clients. | Investment Managers | Analyst-Equity | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
H.I.G Capital LLC (Private Equity)
 H.I.G Capital LLC (Private Equity) Investment ManagersFinance H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East. | Investment Managers | Corporate Officer/Principal | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Paddock Publications, Inc.
 Paddock Publications, Inc. Publishing: NewspapersConsumer Services Paddock Publications, Inc. provides news paper publishing services. Its news papers include The Daily Herald, Reflejos, and Dailyherald.com. The firm's news papers offer information about sports, business, and entertainment. The company was founded by Hosea C. Paddock on December 15, 1898 and is headquartered in Arlington Heights, IL. | Publishing: Newspapers | Corporate Officer/Principal Corporate Officer/Principal | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Investor Relations Contact Founder Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Graduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Chief Executive Officer Chairman | |
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 Corporate Officer/Principal | |
Deerpath Capital Management LP
 Deerpath Capital Management LP Investment ManagersFinance Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Mercedes Homes, Inc.
 Mercedes Homes, Inc. HomebuildingConsumer Durables Mercedes Homes, Inc. builds residential homes. Its services include designing, building, and reconstruction of homes and communities. The company has offices in Florida, Texas, and Carolina. Mercedes Homes was founded by Howard Buescher in 1983 and is headquartered in Melbourne, FL | Homebuilding | Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree | |
| Gies College of Business | College/University | Masters Business Admin | |
| US Air Force | Sovereign | Corporate Officer/Principal | |
Numerus Partners LLC
 Numerus Partners LLC Investment ManagersFinance Numerus Partners LLC is a private company based in Albany, NY. | Investment Managers | Analyst-Equity |
Statistics
International
| United States | 45 |
| Canada | 2 |
| United Arab Emirates | 2 |
| United Kingdom | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 18 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Consumer Durables | 2 |
Operational
| Corporate Officer/Principal | 129 |
| Analyst-Equity | 95 |
| Undergraduate Degree | 93 |
| Graduate Degree | 51 |
| Masters Business Admin | 38 |
Most connected contacts
| Insiders | |
|---|---|
| Kunal Kapoor | 15 |
| Joe Mansueto | 14 |
| Robert D. Klingler | 11 |
| Richard Hilgert | 9 |
| Andrew Josh Markus | 9 |
| Rick Summer | 9 |
| Barbara Noverini | 8 |
| Michael Holt | 8 |
| Matthew Dolgin | 8 |
| Neil Macker | 8 |
| Dave Meats | 7 |
| Chen Lin | 7 |
| Michael Wong | 7 |
| Sarah Bush | 7 |
| Seth Goldstein | 6 |
- Stock Market
- Insiders
- Joshua Aguilar
- Company connections
