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Derek Michael Oxford
Analyst-Equity bei Chas. P. Smith & Associates, PA, CPAs
Ursprung des Netzwerks ersten Grades von Derek Michael Oxford
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Florida State University
83
| College/University | Other Consumer Services | 83 |
Chas. P. Smith & Associates, PA, CPAs
![]() Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions.
12
| Private Company | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Derek Michael Oxford
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
THE ST. JOE COMPANY | Real Estate Development | Corporate Officer/Principal Chief Administrative Officer | |
Eagle Asset Management, Inc.
![]() Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Fixed Income Trading-Fixed Income | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Florida Southern College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Florida | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
The Florida Bar
![]() The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Florida State University College of Law | College/University | Corporate Officer/Principal Graduate Degree | |
Ned Davis Research, Inc.
![]() Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Nova Southeastern University, Inc. | College/University | Masters Business Admin Masters Business Admin | |
Florida Atlantic University | College/University | Graduate Degree Undergraduate Degree | |
Florida First Partners
![]() Florida First Partners Investment ManagersFinance Florida First Partners is a joint venture between MILCOM Venture Partners and the Credit Suisse Customized Fund Investment Group founded in 2008. The firm is headquartered in Orlando, Florida. | Investment Managers | Director/Board Member Director/Board Member | |
University of Central Florida | College/University | Undergraduate Degree Masters Business Admin | |
Noble Capital Markets, Inc.
![]() Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
MICROTECH MEDICAL (HANGZHOU) CO., LTD. | Electronic Equipment/Instruments | Chief Executive Officer | |
American Family Life Assurance Company of Columbus
![]() American Family Life Assurance Company of Columbus Multi-Line InsuranceFinance Part of J&A Alliance Trust, American Family Life Assurance Company of Columbus (Aflac) is a provider of medical and life insurance services. The company is based in Columbus, GA. The company was founded in 1955 by John Amos, Paul Amos, William Amos. Daniel Paul Amos has been the CEO of the company since 1973. | Multi-Line Insurance | Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Worcester Polytechnic Institute | College/University | Graduate Degree | |
Wuhan University | College/University | Undergraduate Degree | |
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 | Portfolio Manager-Equities | |
Xavier University | College/University | Masters Business Admin | |
The University of Texas at Austin | College/University | Masters Business Admin | |
Bares Capital Management, Inc.
![]() Bares Capital Management, Inc. Investment ManagersFinance Bares Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Brian T. Bares in 2000. The firm provides investment management services predominantly for institutional, pooled investment vehicle, and family office clients, and a small subset of high net-worth individuals and trust programs. | Investment Managers | Analyst-Equity | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Mission Trail Capital Management LLC
![]() Mission Trail Capital Management LLC Investment ManagersFinance Mission Trail Capital Management LLC provides investment advice. The private company is based in Austin, TX. The company was founded by Joshua Kevin Braden. Joshua Kevin Braden has been the CEO since incorporation. | Investment Managers | Chief Executive Officer | |
UNITED PARKS & RESORTS INC. | Movies/Entertainment | Corporate Officer/Principal | |
SeaWorld Parks & Entertainment LLC
![]() SeaWorld Parks & Entertainment LLC Movies/EntertainmentConsumer Services SeaWorld Parks & Entertainment LLC owns and operates theme parks. It is the owner and operator of the Sea World and Busch Gardens theme parks and has a portfolio of 10 parks across the U.S. The company was founded in 1959 and is headquartered in Orlando, FL. | Movies/Entertainment | Corporate Officer/Principal | |
Penn Mutual Asset Management LLC
![]() Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Investment Managers | Analyst-Fixed Income | |
BankUnited NA
![]() BankUnited NA Major BanksFinance BankUnited NA engages in the provision of commercial and consumer banking services. The company was founded on May 21, 2009 and is headquartered in Miami Lakes, FL. | Major Banks | Comptroller/Controller/Auditor | |
National Association for Stock Car Auto Racing, Inc.
![]() National Association for Stock Car Auto Racing, Inc. Movies/EntertainmentConsumer Services National Association for Stock Car Auto Racing LLC engages in the operations of sports and sanctions auto races. It operates races through three racing circuits: the Busch, Craftsman Truck, and Nextel Cup Series. The company was founded by Bill France, Sr. on December 14, 1947 and is headquartered in Daytona Beach, FL. | Movies/Entertainment | Corporate Officer/Principal | |
CONN'S, INC. | Electronics/Appliance Stores | Director of Finance/CFO | |
Oral Roberts University | College/University | Director/Board Member | |
STUDIO FINANCIAL HOLDINGS, INC. | Regional Banks | Chief Executive Officer | |
TradeStation Securities, Inc.
![]() TradeStation Securities, Inc. General GovernmentGovernment Part of Monex Group, Inc., TradeStation Securities, Inc. is a licensed securities broker-dealer and a registered futures commission merchant. The company is based in Fort Lauderdale, FL. TradeStation Securities offers a full suite of advanced trading technology, online brokerage services, and education. The company's technology subsidiary, TradeStation Technologies, Inc., develops and offers strategy trading software tools and subscription services, and hosts the TradingApp® store. TradeStation Securities provides a premier investing experience for the trader on the go, with their mobile trading app. The company also offers a futures options trading platform, allowing traders to identify and seize market opportunities with advanced trading technology. Customers can trade stocks, ETFs, options, or futures online. | General Government | Corporate Officer/Principal | |
ReliaQuest LLC
![]() ReliaQuest LLC Information Technology ServicesTechnology Services ReliaQuest LLC provides enterprise security solutions. It offers detection and response, security and engineering, threat management, and delivery management. The company was founded by Brian P. Murphy in 2007 and is headquartered in Tampa, FL. | Information Technology Services | Chief Executive Officer | |
Tampa Bay Technology Forum
![]() Tampa Bay Technology Forum Miscellaneous Commercial ServicesCommercial Services The Tampa Bay Technology Forum is a nonprofit organization management that focuses on technology services. Tampa Bay Technology Forum is based in Tampa, FL. The company was founded by Thomas Wallace. | Miscellaneous Commercial Services | Chairman | |
Beach Community Bank
![]() Beach Community Bank Regional BanksFinance Beach Community Bank. operates as a state chartered commercial bank. It provides personal and corporate banking services to individuals and businesses in the Northwest Florida area. The company was founded in 2001 and is headquartered in Fort Walton Beach, FL. | Regional Banks | Director/Board Member | |
SeaBridge Investment Advisors LLC
![]() SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge Investment Advisors LLC (SeaBridge) is an independent SEC-registered investment advisor and wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1996 by Garnett Keith. SeaBridge provides portfolio management services to individuals, high net-worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, foreign funds such as UCITs, SICAVs and foreign investment companies, and other US and international institutions and to investment companies. | Investment Managers | Director of Finance/CFO | |
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 | |
Emory University | College/University | Masters Business Admin | |
The Florida State University College of Business | College/University | Graduate Degree | |
Clarity Financial LLC
![]() Clarity Financial LLC Investment ManagersFinance Clarity Financial LLC (dba RIA Advisors) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Connie Mack in 2009. RIA Advisors provides money management and financial planning services to individuals, families and business clients. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 44 |
China | 3 |
Belgien | 2 |
Sektoral
Finance | 20 |
Consumer Services | 19 |
Commercial Services | 5 |
Utilities | 2 |
Electronic Technology | 2 |
Operativ
Undergraduate Degree | 89 |
Corporate Officer/Principal | 79 |
Director/Board Member | 49 |
Analyst-Equity | 39 |
Graduate Degree | 30 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Derrick Brooks | 12 |
Scott Fisher | 11 |
Sarah James | 10 |
Aaron J. Dorn | 10 |
Ilya Pozin | 9 |
Bernard Noble | 9 |
Winston Scott | 8 |
Michael Ziffer | 8 |
Christian Ward | 7 |
K. Goff | 7 |
Noelle Melanson | 7 |
Ashley Beal | 6 |
Matt Rearden | 6 |
Zhiwei Ren | 6 |
Garrett W Johnson | 6 |
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