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Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa. The company was founded in 1981 and mainly works as a broker-dealer, but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc.
Cambridge Associates was founded by Harvard College roommates Hunter Lewis and James Bailey in 1973. [3]The firm initially provided investment research to endowments and foundations, and over time, it expanded its services to investment consulting and portfolio management for many institutional investors, such as endowments, foundations and pensions. [4]
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Clearing firms, as full participants with DTC, handle the DTC eligibility submissions to DTC. Transfer agents were responsible for eligibility coordination years ago. Now, in order to make a new issue of securities eligible for DTC's delivery services, a completed and signed eligibility questionnaire must be submitted to DTC's Underwriting ...
FBR & Co. (formerly known as Friedman, Billings, Ramsey Group [2]) was a capital markets firm headquartered in Arlington, Virginia.Founded in 1989 by Emanuel J. Friedman, Eric F. Billings, and W. Russell Ramsey, [2] the company provided investment banking, merger and acquisition advisory, institutional brokerage, and research services [3] through its subsidiaries FBR Capital Markets & Co. and ...
A year earlier, Lovelace had established an international investment staff at the urging of his son, Jon Lovelace Jr. The establishment of the firm's first overseas research office in Geneva followed in 1962. [14] In 1958, Jon Lovelace Jr. introduced a new system of managing the firm's mutual funds and accounts.
Marex is a UK-based financial services company.The company's clients are predominantly commodity producers and consumers, banks, hedge funds, asset managers, broking houses, commodity trading advisors and professional traders.