E*TRADE Financial Corporation

E*TRADE Financial Corporation

E*TRADE Financial Corporation

Date Founded



1271 Avenue of the Americas,14th floor,New York, NY 10020-1302

Type of Company


Employees (Worldwide)



Investment Banking & Brokerage

Company Description

E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers as well as in personal though financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in New York, NY.

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Executives & Employees

President, Chief Executive Officer & Director

Chief Financial Officer

Chief Operations Officer

Secretary, General Counsel & Executive Vice President

Executive Vice President & Chief Risk Officer

Chief Information Officer

Chief Human Resources Officer

Chief Customer Officer

Corporate Controller & Chief Accounting Officer

Chief Communications Officer

Board of Directors

Chairman of the Board, Director at E*TRADE Financial Corporation

President, Chief Executive Officer & Director at E*TRADE Financial Corporation

Founder at Capra IBEX Advisors LLC

Former Chief Financial Officer & Executive Vice President at Prudential Financial, Inc.

Former Chief Executive Officer at Fifth Third Bancorp

Founder & President at James Lam & Associates

Executive Chairman at Everbridge, Inc.

Director of ABC at AllianceBernstein LP

Chief Investment Officer & Trustee at Overlook Hospital Foundation

Founder at Weaver, Field & London, Inc.

Paths to E*TRADE Financial Corporation
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E*TRADE Financial Corporation
Owners & Shareholders
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Point72 Asset Management is a research-driven investment management firm built around a core position in discretionary long/short equities, as well as systematic, global macro and other strategies. The firm seeks to achieve each Point72 Fund's investment objective by focusing primarily on long/short equity and systematic investment strategies and seeks to employ other investment strategies opportunistically. Point72 Asset Management employs these strategies in attempting to achieve an attractive return on capital consistent with principles that are designed to reduce the risk of permanent capital loss. The firm is an active investor and will use significant leverage, engages in short-sale transactions, and exercises various options and arbitrage strategies. In implementing specific strategies, Point72 Asset Management may manage assets such as equities (including listed, unlisted, traded or privately offered, domestic, foreign, depository receipts and preferred); secured and unsecured debt (including both corporate and sovereign, mortgage-backed to-be-announced securities, bank loans, loans originated by a Point72 Fund, vendor claims and other legal and/or contractual claims); futures; forward contracts; options; convertible bonds and preferred stock; derivative instruments, including listed and over-the-counter, swaps and other equity or fixed income related instruments; contracts for differences; currencies; and commodities.

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TSW uses a combination of fundamental and quantitative analysis as the basis for their investment processes. Their typical assignments involve a specific strategy, such as \"mid-cap value\" or \"core plus fixed income\" in which they use a variety of equity and/or fixed income processes to select securities that are designed to outperform a specific industry benchmark. In other instances, usually for high net-worth clients, the strategies may be combined in order to produce a \"balanced portfolio\" to meet a specific client asset allocation objective or industry benchmark. TSW's strategies include: Equity (Domestic and International), Strategic High Income, Fixed Income, Custom Balanced, and WPS (long/short equity).

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Southpoint Capital Advisors' investment approach can be broadly defined as value-oriented long/short investing. The firm primarily focuses on investments in US corporate equity and debt securities. The Southport Funds' objective is to generate high absolute investment returns, while minimizing the risk of capital loss. The Funds seek to meet this objective by purchasing securities and other financial instruments with trading values substantially below their intrinsic value and selling short securities and other financial instruments with trading values substantially above their intrinsic value.

Recent Transactions
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E*TRADE Financial Corporation purchases Capital One Financial Corp. /Self Directed Brokerage Bus from Capital One Financial Corporation

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E*TRADE Financial Corporation purchases Trust Co. of America, Inc.

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E*TRADE Financial Corporation purchases Aperture Group LLC from General Atlantic LLC

Transaction Clients
Selling Group Member

Advised on FlashNet Communications, Inc. issued Common Stock


Advised on Publicis Modem, Inc. issued USD Common Stock

Insider Transactions
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Transaction Advisors

Advised onE*TRADE Financial Corporation purchases TeleBanc Financial Corp.

Legal Advisor

Advised onE*TRADE Financial Corporation purchases TeleBanc Financial Corp.


Advised onE*TRADE Financial Corporation issued Common Stock

Legal Advisor

Advised onE*TRADE Financial Corporation issued Common Stock

Legal Advisor

Advised onE*TRADE Financial Corporation issued Common Stock

Legal Advisor

Advised onE*TRADE Financial Corporation issued Common Stock

Advisors & Consultants
Legal Advisor

Co-Chair, Commercial Class Action Litigation Practice at Cooley LLP

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC


Founder at Financial Technology Partners LP

Key Stats and Financials As of 2018
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Non-Profit Donations & Grants
Political Donations
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Yodlee, Inc. provides digital banking, financial data and account aggregation services. Its technology platform Yodlee Financial Cloud delivers variety of financial applications, or FinApps, targeted at the retail financial, wealth management, small business, card and other financial solutions sectors, which help consumers and small businesses simplify and manage their finances, review financial accounts, track their spending, calculate their net worth, and perform a variety of other activities. The company was founded by Sreeranga P. Rajan, Venkat P. Rangan, Ramakrishna Satyavolu and Suman Kumar Inala on February 16, 1999 and is headquartered in Redwood City, CA.

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Everypath, Inc. develops mobile task automation software solutions for the banking, financial services, healthcare & life sciences, insurance, retail, and telecommunication sectors. It was founded by Prakash Iyer, Rajeev Mohindra, and Amitabh B. Sinha in 1998 and is headquartered in Santa Clara, CA.

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Garage Technology Ventures LLC invests in companies located in California and the Western US. The firm targets companies operating in the fields of enterprise & cloud, software & services, mobility, consumer internet, digital media, intelligent systems, robotics and the Internet of Things. It provides financing for seed, early stage and growth capital requirements with an initial investment size of $0.5 to $3 million and invests up to $5 million in partnership with limited investors.

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Founder at Imagine K12 LLC

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Howard H. Stevenson Professor of Business Administration at Harvard University - Harvard Business School

Mack-Cali Realty Corp. Trusts & Funds | Edison, NJ

Mack-Cali Realty Corp. is a real estate investment trust, which owns and operates a real estate portfolio comprised predominantly of Class A office and office flex properties located primarily in the Northeast. It operates through the following two segments: Commercial and Other Real Estate and Multi-Family Real Estate and Services. The Commercial and Other Real Estate and Multi-Family Real Estate Portfolio segments provides leasing, property management, acquisition, development, construction, and tenant-related services. The company was founded on December 11, 1997 and is headquartered in Jersey City, NJ.

Nuance Communications, Inc. Consumer Services | BURLINGTON, MA

At Nuance, we’re the people who make voice work. We design and deliver intuitive technologies that help people live and work more intelligently. We provide the tools to inform, to connect, and to empower people to be more productive and creative. We give people more than just control over their communications. We give them command of their lives. From speech technologies that help companies offer superior customer service experiences, to healthcare solutions that help physicians focus on patient care instead of documentation, to imaging technologies that convert physical documents into searchable digital files, our priority is creating solutions that put people in command. That’s what has made us the leading provider of speech and imaging solutions around the world.

Cornerstone OnDemand, Inc. Pension Funds & Sovereign Wealth | Santa Monica, CA

Cornerstone OnDemand (NASDAQ:CSOD) is a global leader of cloud-based talent management software solutions. Over 11 million users across 190 countries rely on Cornerstone to maximize their potential, develop their skills and foster new levels of collaboration. Cornerstone empowers some of the world’s leading organizations, such as Starwood Hotels & Resorts, The Neiman Marcus Group, Save the Children, Turner Broadcasting System, Virgin Media and Pinkberry, to engage their workforces and leverage people performance for greater business results. Based on Cornerstone’s pure cloud architecture, Cornerstone’s comprehensive solution helps organizations manage entire employee lifecycle, from hiring through retirement.

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