Ellis Davis
Portfolio Manager-Aktien bei Edge Capital Group LLC
Aktive Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Neal Deaton | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 Jahre |
Dennis J. Sabo | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 Jahre |
Howell Hollis | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | - |
Jacobi Padgett | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 Jahre |
Harry Jones | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | - |
Stephen Angelo Halkos | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 Jahre |
William deButts | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 Jahre |
Kendrick Mattox | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 Jahre |
Zaki Colabawala | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 1 Jahre |
Jake Munns | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 2 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
---|---|---|---|---|
Brendan Keelan | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 4 Jahre |
Jon McCarthy | M | - |
Wake Forest University
| 5 Jahre |
Michael Finneran | M | - |
Wake Forest University
| 5 Jahre |
Cady Burke | F | - |
Wake Forest University
| 4 Jahre |
Steven Reinemund | M | 75 |
Wake Forest University
| 6 Jahre |
Clarke Ryan | M | - |
Wake Forest University
| 4 Jahre |
Trip Ewig | M | - |
Wake Forest University
| 4 Jahre |
Joey Levine | M | - |
Wake Forest University
| 4 Jahre |
Sarah C Stroud | F | - |
Wake Forest University
| 4 Jahre |
Harry James | M | - |
Wake Forest University
| 4 Jahre |
Kristen Reinert | F | - |
Wake Forest University
| 4 Jahre |
Omar Ariss | M | - |
Wake Forest University
| 4 Jahre |
Jordan Long | M | - |
Wake Forest University
| 4 Jahre |
Pietro Cesare Solidoro | M | - |
Wake Forest University
| 4 Jahre |
Charlotte Bedick | F | - |
Wake Forest University
| 4 Jahre |
Jon Hacunda | M | - |
Wake Forest University
| 4 Jahre |
Matthew Serrao | M | - |
Wake Forest University
| 4 Jahre |
Brynn Jackel | F | - |
Wake Forest University
| 4 Jahre |
Charlotte Wechsler | F | - |
Wake Forest University
| 4 Jahre |
Nicholas Bovi | M | - |
Wake Forest University
| 4 Jahre |
Melinda Kurnath | F | - |
Wake Forest University
| 4 Jahre |
Robert Valdes Rodriguez | M | - |
Wake Forest University
| 4 Jahre |
Ryan West | M | - |
Wake Forest University
| 4 Jahre |
Brooks Hallock | M | - |
Wake Forest University
| 4 Jahre |
George Hamilton | M | - |
Wake Forest University
| 4 Jahre |
Christian Miller | M | - |
Wake Forest University
| 4 Jahre |
Philip Zielke | M | - |
Wake Forest University
| 4 Jahre |
Henry Johnson | M | - |
Wake Forest University
| 4 Jahre |
William Enderle | M | - |
Wake Forest University
| 4 Jahre |
Michael Galardi | M | - |
Wake Forest University
| 4 Jahre |
John Bryant | M | - |
Wake Forest University
| 4 Jahre |
Reed Seay | M | - |
Wake Forest University
| 4 Jahre |
Amanda Wilcox | F | - |
Wake Forest University
| 4 Jahre |
Mike Stefanelli | M | - |
Wake Forest University
| 1 Jahre |
Emily Parr | F | - |
Wake Forest University
| 4 Jahre |
Noah Chase | M | - |
Wake Forest University
| 4 Jahre |
Andres Loret de Mola | M | - |
Wake Forest University
| 4 Jahre |
James Austin | M | - |
Wake Forest University
| 4 Jahre |
Smith Collett | M | - |
Wake Forest University
| 4 Jahre |
Carter Grimes | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 4 Jahre |
Andrew Crisi | M | - |
Wake Forest University
| 1 Jahre |
Eamon Coughlin | M | - |
Wake Forest University
| 4 Jahre |
Daniel Chubb | M | - |
Wake Forest University
| 4 Jahre |
Michael DeSalvo | M | - |
Wake Forest University
| 4 Jahre |
Jay Helvey | M | 65 |
Wake Forest University
| 20 Jahre |
Brian Brett | M | - |
Wake Forest University
| 4 Jahre |
Martha Masiarz | F | - |
Wake Forest University
| 4 Jahre |
Michael Morrow | M | 68 |
Wake Forest University
| 6 Jahre |
Eric J Huppert | M | - |
Wake Forest University
| 4 Jahre |
Sarah Hotvedt | F | - |
Wake Forest University
| 4 Jahre |
Misa Batcheller | F | - |
Wake Forest University
| 4 Jahre |
Patrick Sullivan | M | - |
Wake Forest University
| 4 Jahre |
Grant O'Brien | M | - |
Wake Forest University
| 4 Jahre |
Ted Beachley | M | - |
Wake Forest University
| 4 Jahre |
Taylor Peretz | M | - |
Wake Forest University
| 4 Jahre |
Lane Czura | F | - |
Wake Forest University
| 4 Jahre |
Quinn Burch | F | - |
Wake Forest University
| 4 Jahre |
Scott Mafale | M | - |
Wake Forest University
| 4 Jahre |
David Lantz | M | - |
Wake Forest University
| 4 Jahre |
Dylan Logan Thomas | M | - |
Wake Forest University
| 4 Jahre |
Matt Boone | M | - |
Wake Forest University
| 4 Jahre |
William Lowden | M | - |
Wake Forest University
| 4 Jahre |
Patrick James Bobbins | M | - |
Wake Forest University
| 2 Jahre |
Jim Dunn | M | 51 |
Wake Forest University
| 5 Jahre |
Matthew Teller | M | - |
Wake Forest University
| - |
William Carter | M | - |
Wake Forest University
| 4 Jahre |
Nick A Biumi | M | - |
Wake Forest University
| 1 Jahre |
Michael Anagnostakis | M | - |
Wake Forest University
| 4 Jahre |
Abbie Zvejnieks | F | - |
Wake Forest University
| 4 Jahre |
Jeffrey Baldwin | M | - |
Wake Forest University
| - |
Drake Greene | M | - |
Wake Forest University
| 4 Jahre |
Tom Kinzer | M | - |
Wake Forest University
| 4 Jahre |
James Berents | M | - |
Wake Forest University
| 4 Jahre |
Todd Gilbert | M | - |
Wake Forest University
| 4 Jahre |
Erik Nelson | M | - |
Wake Forest University
| 4 Jahre |
Dioyonna Williams | F | - |
Wake Forest University
| 2 Jahre |
Thomas R. Carroll | M | - |
Wake Forest University
| 4 Jahre |
Timothy Henson | M | - |
Wake Forest University
| 4 Jahre |
Kenneth A. Foskett | M | - |
Wake Forest University
| 4 Jahre |
Trevor Brown | M | - |
Wake Forest University
| 4 Jahre |
Nick Negulic | M | - |
Wake Forest University
| 4 Jahre |
Alex Vegliante | M | - |
Wake Forest University
| 4 Jahre |
Michael Maugeri | M | - |
Wake Forest University
| 4 Jahre |
Colton Bina | M | - |
Wake Forest University
| 4 Jahre |
Mac Hanson | M | - |
Wake Forest University
| 4 Jahre |
William Pearson | M | - |
Wake Forest University
| 4 Jahre |
Maria Rahmany | M | - |
Wake Forest University
| 5 Jahre |
Statistik
Land | Beziehungen | % des Gesamten |
---|---|---|
Vereinigte Staaten | 97 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Ellis Davis
- Persönliches Netzwerk