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Ursprung des Netzwerks ersten Grades von Madison Woodward
Einheit | Art der Einheit | Industrie | |
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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.
23
| Extinct | Investment Managers | 23 |
Hampden-Sydney College
10
| College/University | Other Consumer Services | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Madison Woodward
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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ALBEMARLE CORPORATION | Chemicals: Specialty | Director/Board Member | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Chilton Capital Management LLC
![]() Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Investment Managers | Trading-Equity Analyst-Equity | |
JMP Securities LLC
![]() JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Seaport Global Securities LLC
![]() Seaport Global Securities LLC Investment Banks/BrokersFinance Seaport Global Securities LLC is a full service investment bank, capital markets advisory and research platform headquartered in New York City with offices across the US and in Europe. They are a subsidiary of Seaport Global Holdings LLC. The firm offers access to a broad selection of fixed income and equity products, as well as the market intelligence to provide insight to dynamic opportunities for its clients. Seaport Global Securities provides clients access to innovative trading solutions, competitive rates, quality execution, and superior service. Their equity trading team focuses on identifying liquidity in US, Canadian and European markets. The fixed income distribution platform covers all areas of the credit spectrum. | Investment Banks/Brokers | Analyst-Equity | |
Elevation LLC
![]() Elevation LLC Investment Banks/BrokersFinance Elevation LLC is an independent broker-dealer headquartered in Charlotte, North Carolina. The firm was founded by Jordan Meranus and Patrick Sheehan in 2006. Elevation focuses on agency execution for its institutional clients across multiple platforms. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Virginia | College/University | Graduate Degree Graduate Degree | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
The University of Texas at Austin | College/University | Graduate Degree Doctorate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Houston
![]() University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree Corporate Officer/Principal | |
Tulane University (Louisiana) | College/University | Graduate Degree Graduate Degree | |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
University of Georgia | College/University | Undergraduate Degree | |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
The University of North Carolina at Chapel Hill | College/University | Graduate Degree | |
Employees Retirement System of Texas
![]() Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Investment Managers | Analyst-Equity | |
Indiana University | College/University | Masters Business Admin | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree | |
Washington & Lee University | College/University | Undergraduate Degree | |
Underwood, Neuhaus & Co., Inc.
![]() Underwood, Neuhaus & Co., Inc. Investment Banks/BrokersFinance Underwood, Neuhaus & Co., Inc. provides securities brokerage services. The private company is based in Houston, TX. | Investment Banks/Brokers | Corporate Officer/Principal | |
JPMorgan Investment Bank
![]() JPMorgan Investment Bank Investment Banks/BrokersFinance JPMorgan Investment Bank operates as an investment banking firm. The company is headquartered in Houston, TX. | Investment Banks/Brokers | Corporate Officer/Principal | |
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. | Investment Managers | Chief Investment Officer | |
First Western Trust Bank
![]() First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Investment Managers | Corporate Officer/Principal | |
Radford University | College/University | Undergraduate Degree | |
Clarkson University | College/University | Undergraduate Degree | |
The University of North Carolina at Greensboro | College/University | Masters Business Admin | |
Elon University | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Nanyang Technological University | College/University | Undergraduate Degree | |
Fire Safety & Protection LLC
![]() Fire Safety & Protection LLC Engineering & ConstructionIndustrial Services Fire Safety & Protection LLC operates as a growth fire and life safety business firm. It provides fire and safety services. The company was founded in 2018 and is headquartered in Atlanta, GA. | Engineering & Construction | Director/Board Member | |
Komline-Sanderson Corp.
![]() Komline-Sanderson Corp. Industrial MachineryProducer Manufacturing Komline-Sanderson Corporation, founded in 1946, is a leading manufacturer of equipment for process/production filtration, drying, thermal processing, wastewater treatment, sludge processing, and pollution control. The company's Peapack facility is ISO 9001:2015 certified and produces pressure equipment to ASME and PED requirements. The company, headquartered in Peapack, NJ, provides high-quality equipment for industrial and municipal customers worldwide. Komline-Sanderson solves wastewater, industrial processing, and flue gas cleaning challenges. Komline-Sanderson manufactures equipment in the USA for environmental applications, process solutions, and flue gas cleaning. The CEO of the company is Danai E. Brooks. | Industrial Machinery | Director/Board Member | |
Sunny River Management LLC
![]() Sunny River Management LLC Investment ManagersFinance Sunny River Management LLC (Sunny River Management) is a private equity firm founded in 2013. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Investor |
Statistik
International
Vereinigte Staaten | 45 |
Singapur | 2 |
Sektoral
Finance | 27 |
Consumer Services | 16 |
Process Industries | 2 |
Commercial Services | 2 |
Industrial Services | 2 |
Operativ
Corporate Officer/Principal | 60 |
Undergraduate Degree | 33 |
Director/Board Member | 22 |
Analyst-Equity | 14 |
Graduate Degree | 12 |
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