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| Wall Street Access Corporation |
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Overview:
Sustaining excellence for more than 30 years takes more than just hard work. Wall Street Access has a set of unique qualities that distinguishes us from the competition and that has been instrumental in our ability to consistently "punch above our weight" and make a positive impact on our people, our clients and the industry since 1981.
Entrepreneurial Culture
Wall Street Access has cultivated a highly ethical, dynamic and cooperative corporate culture that encourages new ideas for our business and for our clients. This attracts professionals from all corners of financial services who thrive in a conflict-free, non-bureaucratic environment that offers the resources, support and freedom for them to succeed based on their own strengths, experience and ambition.
Powerful Platform
A central element of our success is the Wall Street Access financial services platform. It starts with a strong balance sheet and long-serving, hands-on management and extends to expert compliance and finance, strong IT systems and dedicated back-office professionals. This platform gives us advanced capabilities comparable to those of large, global firms and enables us to deliver best-in-class execution, regardless of the individual business or market requirements.
Trusted & Reliable Partner
Wall Street Access has cultivated and maintained strong relationships with institutional clients across the financial services spectrum. The fundamentals of financial services - accuracy, timely execution, trust, careful compliance and transparency - may not be exciting, but they are the very details that are critical to the success Wall Street Access has maintained for nearly 30 years. Our principles ensure we do what is right for our clients - every time.
Flexibility to Succeed
Our powerful platform and culture enable Wall Street Access to operate a number of financial services businesses cost-efficiently and, without disruption, access new opportunities as market conditions change. This flexibility allows us to capitalize on the right opportunities. With that in mind, we have built a reputation as a preferred partner for leading professionals, new ventures and mature businesses seeking a new phase of growth. |
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History:
1958 Denis P. Kelleher emigrates from Ireland to the U.S.
1958 Denis begins his career in the financial services industry at Merrill Lynch as a runner in the mailroom.
1967
Denis Kelleher joins Ruane Cunniff & Co and ascends to President. He co-founds the Sequoia Fund and serves as Treasurer.
1976 Denis founds Discount Brokerage Corporation of America and Tweedy Browne Clearing and serves as CEO; the company offers 75% discounted rates until it is acquired by Fleet Norstar Bank in 1980.
1981
Denis founds Wall Street Clearing Company, which specializes in wholesale execution and clearing of securities transactions. The company partners with Kansas City Southern Industries.
1990 Wall Street Clearing Co. is acquired by Alex Brown and Sons, now Deutsche Bank.
1990 Wall Street Investor Services launches to develop mutual fund marketing programs for banks and provide discount brokerage, retirement planning and professional money management services.
1993 The company wins the exclusive endorsement of American Bankers Association to distribute investment products through ABA member banks.
1996 The company’s new name is announced – Wall Street Access – which reflects our dedication to providing superior execution and asset management services to high net worth individuals and institutions.
1996 Tom Burnett introduces the Merger Insight research product, which helps clients navigate the complexity of announced mergers and acquisitions that are greater than $500 MM.
1996 Wall Street Access featured in Barron's first survey of "The Best Online Brokers" in 1996 and is included in each subsequent survey until the business was acquired by E*Trade in 2004
2000 Launch Advanced Strategies I, LP, a fund of hedge funds.
2001 DST Systems Inc. acquires equity stake in Wall Street Access.
2004 VK Associates and Advanced Strategies I, LP merge to form Advanced Strategies II, LP.
2006 Rich Lee establishes the fixed income trading group, which specializes in high-grade corporate bonds.
2010 Linda Sutkin and Mike Nicolais join the Asset Management Team
2012 Global Sales and Trading team, led by Dana Pascucci, joins from Rodman & Renshaw, adding market making capabilities to Wall Street Access for the first time in the firm's history. |
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