Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2023 Fortune 500 list of the largest United States corporations by total revenue and in the same year ranked #30 in Forbes Global 2000.
A stockbroker is an individual or company that buys and sells stocks and other investments for a financial market participant in return for a commission, markup, or fee. In most countries they are regulated as a broker or broker-dealer and may need to hold a relevant license and may be a member of a stock exchange. They generally act as a financial advisor and investment manager. In this case they may also be licensed as a financial adviser such as a registered investment adviser.
The Canadian Securities Institute is a Canadian organization that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally.
Michael Lee-Chin, is a Jamaican-Canadian billionaire businessman, philanthropist and the chairman and CEO of Portland Holdings Inc, a privately held investment company in Ontario, Canada.
Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.
World Financial Group (WFG) is a multi-level marketing financial and insurance services company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico. It is wholly owned by Dutch life insurance multinational Aegon and operates primarily under the Transamerica brand in the United States.
Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
Joseph Parnes is an American businessperson and registered investment advisor notable for his involvement in short selling. He is president of Technomart Investment Advisors and editor of the market letter Shortex. His investment strategy is known to be contrarian in nature and is a regular contributor to Forbes and Futures Magazine. His short strategy was expressly referenced in Barron's feature article "Now a Word From the Dark Side".
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
Martin Steven Fridson is an American author known for his application of rigorous financial theory to the field of high yield bonds. He is also a philanthropist and an author in the subjects of financial reporting, financial history, and political economy. Fridson has been referred to as the "dean of high yield debt." He is currently chief investment officer of Lehmann, Livian, Fridson Advisors LLC, an investment firm based in New York, publisher of Income Securities Investor newsletter, and head of FridsonVision High Yield Strategy. He lives on Manhattan's Upper West Side with his wife, Elaine Sisman.
Macquarie Group Limited is an Australian global financial services group. Headquartered and listed in Australia, Macquarie employs more than 20,000 staff in 34 markets, is the world's largest infrastructure asset manager and Australia's top ranked mergers and acquisitions adviser, with more than A$871 billion in assets under management.
Guggenheim Partners, LLC is a global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services.
The Moncton Miracles were a Canadian professional basketball team in Moncton, New Brunswick. Established in 2011, they were a charter member of the National Basketball League of Canada (NBL). The Miracles played their home games at the Moncton Coliseum as a part of the league's Atlantic Division and were one of two New Brunswick teams in the league along with the Saint John Riptide. The team was founded and owned by Steven Conville but were now without an owner for three seasons. Their seasons in the NBL Canada had been highlighted by struggles, until the franchise was finally folded following the 2016–17 season when a new ownership decided to start a new franchise in Moncton called the Moncton Magic.
Peter Murcott Bunting, MP was the fifth National Security Minister of Jamaica and the Former Member of Parliament representing the constituency of Central Manchester. Bunting was the General Secretary of the People's National Party, a position which he has held from January 2008 to January 2014. In the 2020 People's National Party leadership election, Bunting was the lead contender in the polls before the PNP's stunning defeat in the 2020 Jamaican general election, in which he lost his Manchester Central seat in Jamaica's parliament.
Steven Edward Drobny is an American hedge fund advisor and published author. He is the founder of Clocktower Group, a consulting and investment advisory business focused on fundamental discretionary global macro and commodity hedge fund strategies. Drobny is the author of The Invisible Hands: Top Hedge Funds on Bubbles, Crashes and Rethinking Real Money and Inside the House of Money: Top Hedge Fund Traders on Profiting in the Global Markets
Cetera Financial Group is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.
Thomas C. Naratil is an American business executive in the financial industry. After serving as president of both UBS Wealth Management Americas and UBS Americas since early 2016, Naratil was appointed CEO of UBS Americas Holding LLC and became co-president of Global Wealth Management of UBS Group AG and UBS AG in early 2018.
CI Financial is a Canadian investment management company based in Toronto, Ontario. It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
