Ursprung des Netzwerks ersten Grades von David B. Burks
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
J.J.B. Hilliard, W.L. Lyons LLC
J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company.
37
| Extinct | Investment Banks/Brokers | 37 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David B. Burks
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Prudential Government Money Market Fund, Inc. | Corporate Officer/Principal | ||
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | 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 | Portfolio Manager-Equities President Portfolio Manager-Fixed Income | |
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Harvey Investment Co. LLC
Harvey Investment Co. LLC Investment ManagersFinance Founded in 2000 by Sam Harvey, John Davis and Mary Herrmann, Harvey Investment Co. LLC is a registered investment advisor located in Louisville, Kentucky. The firm's principal owners are WT Acquisition LLC and Samuel Harvey. The ultimate owner of WT Acquisition LLC is HighTower Holding, LLC. Their clients include individual persons, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or similar business entities. | Investment Managers | Founder Founder | |
CAMARICO INVESTMENT GROUP LTD. | Financial Conglomerates | Director/Board Member | |
LAKE VICTORIA GOLD LTD. | Precious Metals | Director/Board Member | |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (Tortoise) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. Tortoise provides investment management services to individual and institutional investors and pooled investment vehicles. | Investment Managers | Sales & Marketing | |
University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Indiana University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
First Horizon Bank (Memphis, Tennessee)
First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
CapWealth Advisors LLC
CapWealth Advisors LLC Investment ManagersFinance CapWealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Franklin, Tennessee. The firm was founded by Timothy J. Pagliara in 2000 and they are a subsidiary of CapWealth Group LLC. CapWealth Advisors provides investment advice to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Investment Managers | Founder Portfolio Manager-Equities | |
Southern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
University of Louisville | College/University | Undergraduate Degree Graduate Degree | |
Beech Acres Parenting Center | Director/Board Member | ||
Actors Theatre of Louisville
Actors Theatre of Louisville Movies/EntertainmentConsumer Services Actors Theatre of Louisville is a non-profit company that focuses on technology, social transformation, and liberation. The company is based in Louisville, KY and their mailing address is located at 316 West Main St. The company offers various forms of entertainment such as in-person radio plays, video game streaming, and virtual reality experiences. The company also provides box office information and offer gift certificates. The company has a privacy policy and offer memberships and donation options. | Movies/Entertainment | Chairman | |
Fifth Third Bank, NA (Investment Management)
Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal | |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Central Michigan University | College/University | Undergraduate Degree | |
University of Toledo (Ohio) | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
Xavier University | College/University | Graduate Degree | |
Murray State University (Kentucky) | College/University | Undergraduate Degree | |
Old National Bank (Evansville, Indiana)
Old National Bank (Evansville, Indiana) Major BanksFinance Old National Bank operates as a national commercial bank. It offers personal banking products and services, such as checking accounts, savings accounts, certificates of deposit, account management, checking-related, debit cards, direct deposits and online mobile banking, checking-related services. The company was founded in 1834 and headquartered in Evansville, IN. | Major Banks | Corporate Officer/Principal | |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
East Tennessee State University | College/University | Undergraduate Degree | |
Centre College | College/University | Undergraduate Degree | |
State of Kentucky | Province/State | Corporate Officer/Principal | |
Bellarmine University | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 42 |
Kanada | 4 |
Sektoral
Finance | 25 |
Consumer Services | 16 |
Non-Energy Minerals | 2 |
Commercial Services | 2 |
Government | 2 |
Operativ
Corporate Officer/Principal | 61 |
Analyst-Equity | 33 |
Undergraduate Degree | 30 |
Director/Board Member | 15 |
Chairman | 15 |
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