Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Ben Gordon | M | - |
Blue Grotto Capital LLC
 Blue Grotto Capital LLC Investment ManagersFinance Blue Grotto Capital LLC (Blue Grotto) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by Benjamin "Ben" Gordon in 2018. Blue Grotto provides investment advisory services to pooled investment vehicles, certain single-investor investment vehicles, and separately managed accounts. | 6 Jahre |
| Ronald E. Deal | M | 80 |
Wake Forest University
| 21 Jahre |
| Elizabeth J. Gatewood | M | - |
Wake Forest University
| 20 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Ron Canakaris | M | - |
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 38 Jahre |
| Andy Jung | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 9 Jahre |
| William Alan Vogel | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 22 Jahre |
| Katie P. Kurtz | F | 44 |
Wake Forest University
| 5 Jahre |
| Jeff Hagood | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 15 Jahre |
| Kurt Thomas Momand | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 7 Jahre |
| Michael Anthony Nadal | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 13 Jahre |
| Scott Thompson | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 18 Jahre |
| Douglas Andrew Johnson | M | - |
Wake Forest University
| 5 Jahre |
| Matthew Woeste | M | - |
Wake Forest University
| 5 Jahre |
| James Davis | M | - |
Wake Forest University
| 3 Jahre |
| Solomon N. Cole | M | - |
Wake Forest University
| 5 Jahre |
| Nichole R. Burnap | F | - |
Wake Forest University
| 5 Jahre |
| Thomas Knott | M | 38 |
Wake Forest University
| 5 Jahre |
| Chris J. Ross | M | - |
Wake Forest University
| 5 Jahre |
| Sean Paul Lenahan | M | - |
Wake Forest University
| 5 Jahre |
| Timothy J. O'Brien | M | - |
Wake Forest University
| 5 Jahre |
| John Royall | M | - |
Wake Forest University
| 5 Jahre |
| Rosita Najmi | F | - |
Wake Forest University
| 4 Jahre |
| Grover Cleveland Maxwell | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 22 Jahre |
| James L. Deming | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 18 Jahre |
| Brion Friedmon | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | - |
| Braden French | M | - |
Wake Forest University
| 5 Jahre |
| Charles Everett Markwalter | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 22 Jahre |
| Janet Boutin Bunch | F | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 37 Jahre |
| Erik Larsen | M | - |
Wake Forest University
| 6 Jahre |
| Anthony Carvelli | M | - |
Wake Forest University
| 5 Jahre |
| Ian Mohler | M | - |
Wake Forest University
| 5 Jahre |
| Michelle Brown | F | 37 |
Wake Forest University
| 5 Jahre |
| Blake Bennett | M | - |
Wake Forest University
| 5 Jahre |
| Helen Morgan Donahue | F | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 13 Jahre |
| David Lee Watson | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 11 Jahre |
| Larry Schmidlapp | M | - |
Wake Forest University
| 4 Jahre |
| Angela McCoy | F | - |
Wake Forest University
| 4 Jahre |
| Ashley Yesayan | F | - |
Wake Forest University
| 4 Jahre |
| Kristen Rita Lindahl | F | - |
Wake Forest University
| 4 Jahre |
| Chris Sears | M | - |
Wake Forest University
| 4 Jahre |
| Daniel B. Harris | M | - |
Wake Forest University
| 4 Jahre |
| Ian Doody | M | - |
Wake Forest University
| 4 Jahre |
| William Guerdan Hardy | M | - |
Wake Forest University
| 4 Jahre |
| Hui Wu | F | - |
Wake Forest University
| 2 Jahre |
| Brad Davis | M | - |
Wake Forest University
| 4 Jahre |
| Tom Ivers | M | - |
Wake Forest University
| 4 Jahre |
| Jim Davis | M | - |
Wake Forest University
| 3 Jahre |
| Matthew Potter | M | - |
Wake Forest University
| 4 Jahre |
| PJ Williams | M | - |
Wake Forest University
| 6 Jahre |
| Michael Niarchos | M | - |
Wake Forest University
| 4 Jahre |
| Matthew A Veal | M | - |
Wake Forest University
| 4 Jahre |
| Gregory Mark Wallace | M | 44 |
Wake Forest University
| 5 Jahre |
| Mariusz Adamski | M | - |
Wake Forest University
| 3 Jahre |
| Robert Hy Gorman | M | - |
Wake Forest University
| 4 Jahre |
| Farmer A. Scott | M | - |
Wake Forest University
| 4 Jahre |
| Michael Klaiber | M | - |
Wake Forest University
| 4 Jahre |
| Darren Lindamood | M | - |
Wake Forest University
| 4 Jahre |
| Laura Howell | F | 36 |
Wake Forest University
| 3 Jahre |
| Sean Kelley | M | - |
Wake Forest University
| 4 Jahre |
| Daniel W. Minto | M | - |
Wake Forest University
| 2 Jahre |
| Greg Raffo | M | - |
Wake Forest University
| 4 Jahre |
| Drew Russell | M | - |
Wake Forest University
| 4 Jahre |
| Neel Tanna | M | 45 |
Wake Forest University
| 4 Jahre |
| Evan Stover | M | - |
Wake Forest University
| 4 Jahre |
| Chris Nilan | M | 40 |
Wake Forest University
| 4 Jahre |
| Ogden Phipps | M | - |
Wake Forest University
| 4 Jahre |
| Patrick O'Keefe | M | - |
Wake Forest University
| 4 Jahre |
| William Collins-Dean | M | - |
Wake Forest University
| 4 Jahre |
| Mark Roberson | M | 59 |
Wake Forest University
| 2 Jahre |
| Jason Alexander Freuchtel | M | - |
Wake Forest University
| 4 Jahre |
| Piper Leanne Burnette | F | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 11 Jahre |
| William H. Wykle | M | - |
Wake Forest University
| 4 Jahre |
| Garst Reese | M | - |
Wake Forest University
| 2 Jahre |
| Jake Farver | M | - |
Wake Forest University
| 3 Jahre |
| Rodney A. Hull | M | - |
Wake Forest University
| 4 Jahre |
| Scott R. Kirkendall | M | - |
Wake Forest University
| 4 Jahre |
| Mike Jackson | M | - |
Wake Forest University
| 2 Jahre |
| Sandra M. Barker | F | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 13 Jahre |
| Megan Anderson | F | - |
Wake Forest University
| 3 Jahre |
| Jason Napodano | M | - |
Wake Forest University
| 2 Jahre |
| Erik Bissonnette | M | - |
Wake Forest University
| 4 Jahre |
| J. Christian Champ | M | - |
Wake Forest University
| 4 Jahre |
| David G. Groban | M | - |
Wake Forest University
| 4 Jahre |
| David E. Jones | M | - |
Wake Forest University
| 4 Jahre |
| Aaron Eugene Miller | M | - |
Wake Forest University
| 4 Jahre |
| Sam Bullard | M | - |
Wake Forest University
| 2 Jahre |
| Stephen James Zurilla | M | 39 |
Wake Forest University
| 4 Jahre |
| Willard Milby | M | - |
Wake Forest University
| 4 Jahre |
| Nate Byrd | M | - |
Wake Forest University
| 4 Jahre |
| Paulina Hill | M | 42 |
Wake Forest University
| 5 Jahre |
| R. Charles Moyer | M | 78 |
Wake Forest University
| 17 Jahre |
| Ken Wallace | M | - |
Wake Forest University
| 4 Jahre |
| Zubin Beesla | M | - |
Wake Forest University
| 4 Jahre |
| Charles Kruger | M | - |
Wake Forest University
| 4 Jahre |
| David Neal | M | - |
Wake Forest University
| 4 Jahre |
| Chris S. Fugaro | - | - |
Wake Forest University
| 2 Jahre |
| Catharine McNally | F | - |
Wake Forest University
| 4 Jahre |
| Renae Brown | F | - |
Wake Forest University
| 4 Jahre |
| William E. Long | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 9 Jahre |
| Stephanie Thompson | M | - |
Wake Forest University
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Jeff Wilson
- Persönliches Netzwerk
