![Bill Stone](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Bill Stone
Chief Investment Officer bei The Glenview Trust Co.
Ursprung des Netzwerks ersten Grades von Bill Stone
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Dayton
63
| College/University | Other Consumer Services | 63 |
University of Pittsburgh
62
| College/University | Other Consumer Services | 62 |
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.
10
| Extinct | Investment Managers | 10 |
The Glenview Trust Co.
![]() The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families.
5
| Private Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bill Stone
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
INTERACTIVE DATA | Internet Software/Services | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Investment Managers | Analyst-Equity Sales & Marketing | |
DIVERSIFIED RESTAURANT HOLDINGS, INC. | Restaurants | Chief Executive Officer Chief Executive Officer Director/Board Member | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin | |
University of Oxford | College/University | Graduate Degree | |
Federal Home Loan Bank of Pittsburgh
![]() Federal Home Loan Bank of Pittsburgh Major BanksFinance Federal Home Loan Bank of Pittsburgh engages in the provision of financial products and services. Its products include credit, mortgage, and banking products. The firm also offers advances and letters of credit, and various bank services like depository; electronic funds transfer; safekeeping; and settlement. Its community products include community lending program, banking on business, and blueprint communities. The company was founded in 1932 and is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
GREENHILL & CO., INC. | Investment Banks/Brokers | Analyst-Equity | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Innovation Works, Inc.
![]() Innovation Works, Inc. Investment ManagersFinance Innovation Works, Inc. (Innovation Works) is a venture capital firm subsidiary of Ben Franklin Technology Partners founded in 1988. The firm is headquartered in Pittsburgh, PA. | Investment Managers | Private Equity Investor | |
Hunter Associates Investment Management LLC
![]() Hunter Associates Investment Management LLC Investment ManagersFinance Hunter Associates Investment Management LLC (dba Hunter Associates) is a registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by David Hunter in 1992 and is a subsidiary of Hunter Associates Holdings LLC. Hunter Associates provides investment advisory and management services. | Investment Managers | Portfolio Manager-Equities | |
Arizona State University | College/University | Undergraduate Degree | |
Credit Suisse Securities (Europe) Ltd.
![]() Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Carlow College | College/University | Undergraduate Degree | |
Centre College | College/University | Chairman Undergraduate Degree | |
Massachusetts Institute of Technology Retirement Plan | Investment Managers | Corporate Officer/Principal | |
Duquesne University of The Holy Spirit | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree | |
Yale University | College/University | Doctorate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
EHS Support LLC
![]() EHS Support LLC Medical/Nursing ServicesHealth Services EHS Support LLC operates as an environmental, health and safety consulting firm. It offers consultation, remediation management, health and safety, potentially responsible parties, mergers and acquisitions, investigation, risk assessment, environmental compliance, sustainability, oil and gas services. The company was founded in 2005 and is headquartered in Pittsburgh, PA | Medical/Nursing Services | Comptroller/Controller/Auditor Sales & Marketing | |
BMO Capital Markets Corp. (Broker)
![]() BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
BAGGER DAVE'S BURGER TAVERN, INC. | Restaurants | President Director of Finance/CFO | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
University of Michigan | College/University | Doctorate Degree Graduate Degree | |
Kilpatrick Townsend & Stockton LLP
![]() Kilpatrick Townsend & Stockton LLP Miscellaneous Commercial ServicesCommercial Services Kilpatrick Townsend & Stockton LLP provides legal services. Its areas of expertise include intellectual property, labor and employment, litigation, financial restructuring, and commercial agreements. The firms professionals also provide Pro Bono work for education, child custody, and election protection. It serves clients in the advertising, energy, healthcare, real estate, technology and telecommunications industries. The company was founded in 2011 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Maryland State Bar Association | Corporate Officer/Principal | ||
AmeriCorps
![]() AmeriCorps Miscellaneous Commercial ServicesCommercial Services AmeriCorps regulates and promotes national service programs. The company was founded in 1994 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
McCormack Baron Salazar, Inc. | Corporate Officer/Principal | ||
The District of Columbia Bar
![]() The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Mary Washington | College/University | Undergraduate Degree | |
MITIMCo. Private Equity
![]() MITIMCo. Private Equity Investment ManagersFinance MITIMCo Private Equity (MITIMCo) is a private equity operating division of MIT Investment Management Co. headquartered in Cambridge, Massachusetts. | Investment Managers | Corporate Officer/Principal | |
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Analyst-Fixed Income | |
BTG Pactual Asset Management US LLC
![]() BTG Pactual Asset Management US LLC Investment ManagersFinance BTG Pactual Asset Management US LLC (BTG) is a SEC-registered investment advisor headquartered in New York City. The firm was formed in 2011 as the successor to BTG Pactual US Asset Management Corp., founded in 2008. They are a subsidiary of BTG Pactual NY Corp. and their ultimate parent is Banco BTG Pactual SA (BVMF: BPAC11, Euronext: BTGP), a Brazilian investment bank. BTG is a sub-adviser to certain private funds managed by BTG Pactual Global Asset Management Ltd. They also provide both discretionary and non-discretionary investment advisory services to institutional and high-net worth clients on an individually segregated account basis and within its wealth management group. | Investment Managers | Portfolio Manager-Equities | |
Thoma Bravo LP
![]() Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Downtown Dayton Partnership (Ohio)
![]() Downtown Dayton Partnership (Ohio) Miscellaneous Commercial ServicesCommercial Services Downtown Dayton Partnership (Ohio) is a non-profit organization, which focuses on downtown Dayton. It provides strategic planning, business development and marketing services. The company is headquartered in Dayton, OH. | Miscellaneous Commercial Services | Director/Board Member | |
Virginia Polytechnic Institute & State University | College/University | Graduate Degree | |
Hownd, Inc.
![]() Hownd, Inc. Packaged SoftwareTechnology Services Hownd, Inc. provides online advertising services. Its services include revenue generation, audience building, customer engagement, reputation management, and Facebook advertising. The company was founded by Saumil Mehta and Sailesh Ramakrishnan in 2011 and is headquartered in San Francisco, CA. | Packaged Software | Founder | |
Axiom Advancement Corp. | Director/Board Member | ||
Allegheny College | College/University | Undergraduate Degree | |
The Farmers National Bank of Emlenton
![]() The Farmers National Bank of Emlenton Major BanksFinance The Farmers National Bank of Emlenton provides banking services. It offers personal and business deposits, loan products and e-banking services. The company was founded in July 1900 and is headquartered in Emlenton, PA. | Major Banks | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 46 |
Vereinigtes Königreich | 3 |
Schweden | 2 |
Sektoral
Finance | 19 |
Consumer Services | 19 |
Commercial Services | 6 |
Technology Services | 3 |
Health Services | 2 |
Operativ
Director/Board Member | 221 |
Corporate Officer/Principal | 139 |
Undergraduate Degree | 96 |
Masters Business Admin | 42 |
Graduate Degree | 35 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
George Beckwith | 131 |
J. David Grissom | 31 |
Joseph Hinrichs | 23 |
Karin Sonnenmoser | 17 |
Robert Hatcher | 13 |
Andrew Meyers | 12 |
Timothy Massa | 10 |
T. Michael Ansley | 10 |
Robert Paul Gauntt | 10 |
Jonathan Pressnell | 10 |
Marc R. Gastonguay | 10 |
David Keith Robinson | 9 |
Yervand Sarkisyan | 9 |
Ryan Sullivan | 9 |
Jason Putorti | 9 |
- Börse
- Insiders
- Bill Stone
- Unternehmensverbindungen