Michael W. Phillips
Corporate Officer/Principal at Casualty Actuarial Society
Network origin in Michael W. Phillips first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
602
| Subsidiary | Investment Banks/Brokers | 602 |
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.
96
| Operating Division | Investment Banks/Brokers | 96 |
Casualty Actuarial Society
Casualty Actuarial Society Miscellaneous Commercial ServicesCommercial Services The Casualty Actuarial Society operates as an association for professional education. The non-profit company is based in Arlington, VA.
65
| Non-Profit Organization | Miscellaneous Commercial Services | 65 |
Kenan-Flagler Business School
24
| College/University | Other Consumer Services | 24 |
Public Company | Property/Casualty Insurance | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael W. Phillips via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
United Fire & Casualty Co.
United Fire & Casualty Co. Multi-Line InsuranceFinance United Fire & Casualty Co. engages in the business of writing property and casualty insurance and life insurance and selling annuities through a network of independent agencies. The company operates through following business segments: Property and Casualty Insurance, and Life Insurance. The Property and Casualty Insurance segment includes commercial lines insurance, including surety bonds, personal lines insurance and assumed insurance. The Life Insurance segment is comprised of deferred and immediate annuities, universal life insurance products and traditional life insurance products. The company was founded in 1946 and is headquartered in Cedar Rapids, IA. | Multi-Line Insurance | Director/Board Member Director of Finance/CFO | |
OPPENHEIMER HOLDINGS INC. | Investment Banks/Brokers | Chief Executive Officer | |
QCR HOLDINGS, INC. | Major Banks | Director/Board Member Director/Board Member | |
Paradigm Capital Management, Inc.
Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Investment Managers | Analyst-Equity | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal 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 | Corporate Officer/Principal | |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree 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 | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin 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 Graduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Graduate Degree | |
Columbia Business School | College/University | Graduate Degree Masters Business Admin | |
National Council on Compensation Insurance, Inc.
National Council on Compensation Insurance, Inc. Insurance Brokers/ServicesFinance National Council on Compensation Insurance, Inc. provides risk management consulting services. It provides the workers compensation industry with such information and services as claims management, data reporting and underwriting tools, market evaluation, cost trend analysis and monitoring workers compensation, and employee injury legislation and regulations. The organization was founded in 1923 and is headquartered in Boca Raton, FL | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity | |
Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Northland Securities, Inc.
Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Market Strategist Analyst-Equity | |
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 Analyst-Equity | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Catholic Health Initiatives - Iowa Corp.
Catholic Health Initiatives - Iowa Corp. Hospital/Nursing ManagementHealth Services Mercy Medical Center (Iowa) operates as a not-for-profit Catholic health care provider. It offers cancer treatment, alcohol substance abuse treatment, endoscopy, general surgery, and heart center and services. The company was founded in 1893 and is headquartered in Des Moines, IA. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Iowa | College/University | Masters Business Admin Undergraduate Degree | |
Baruch College | College/University | Undergraduate Degree Undergraduate Degree | |
Federal Reserve Bank of New York | General Government | Corporate Officer/Principal | |
Stanford University | College/University | Doctorate Degree | |
Redwood Bioscience, Inc.
Redwood Bioscience, Inc. BiotechnologyHealth Technology Redwood Bioscience Inc. develops precision protein-chemical engineering technology to produce the next-generation of antibody-drug conjugates and other semi-synthetic biotherapeutics. It employs natural post translational modifications found in human cells to site specifically create one or more aldehyde tags on protein molecules, including monoclonal antibodies. The firm's platform is enabled with precision chemistries, payload positioning and defined stoichiometry of payload protein ratios. The company was founded by Carolyn R. Bertozzi, Mike Blank and David Rabuka in 2008 and is headquartered in Emeryville, CA. | Biotechnology | Corporate Officer/Principal | |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Analyst-Equity | |
Honeycomb Asset Management LP
Honeycomb Asset Management LP Investment ManagersFinance Honeycomb Asset Management LP (Honeycomb) is an independent registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by David Fiszel in 2016. Honeycomb provides discretionary investment advisory services to clients that consist of Funds and their associated co-investment vehicles offered to investors on a private placement basis. | Investment Managers | Corporate Officer/Principal | |
LSV Advisors LLC
LSV Advisors LLC Miscellaneous Commercial ServicesCommercial Services LSV Advisors LLC is an investment advisory company that provides investment advisory services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 2005 by David Tisch, who has been the CEO since 2005. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Employers Group, Inc.
Employers Group, Inc. Multi-Line InsuranceFinance Employers Group, Inc. provides insurance services. The firm offers claims management, fraud prevention, loss control, managed care services, return to work program, safety promotion programs, worker's compensation insurance, and loss run report. The company is headquartered in Reno, NV. | Multi-Line Insurance | President |
Statistics
International
United States | 49 |
Canada | 2 |
Sectoral
Finance | 29 |
Consumer Services | 18 |
Health Services | 2 |
Government | 2 |
Health Technology | 2 |
Operational
Analyst-Equity | 147 |
Undergraduate Degree | 77 |
Corporate Officer/Principal | 74 |
Director/Board Member | 41 |
Graduate Degree | 20 |
Most connected contacts
Insiders | |
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John-Paul Besong | 18 |
John Rife | 17 |
Scott Carlton | 12 |
Katherine Antonello | 12 |
Leland Gershell | 11 |
Kristen Owen | 9 |
Ken Wong | 8 |
Jay Olson | 8 |
Susan Voss | 8 |
Michael Ulz | 8 |
Mark Breidenbach | 8 |
Colin Rusch | 8 |
Hartaj Singh | 8 |
Param Singh | 7 |
Mike Ott | 7 |
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