Matt Werner
Direktor/Vorstandsmitglied bei Chilton Capital Management LLC
Ursprung des Netzwerks ersten Grades von Matt Werner
Einheit | Art der Einheit | Industrie | |
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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.
16
| Subsidiary | Investment Managers | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matt Werner
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Fixed Income | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Peloton Wealth Strategists, Inc.
Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | Investment Managers | Corporate Officer/Principal | |
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Bridgeway Capital Management LLC
Bridgeway Capital Management LLC Investment ManagersFinance Bridgeway Capital Management LLC (Bridgeway) is an SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by John Montgomery in 1993 as Bridgeway Capital Management, Inc. They are a wholly owned subsidiary of BCM Scorp Holdco, Inc. Bridgeway offers intelligently designed investment strategies primarily to institutions and clients of financial advisors. The firm is the investment adviser to Bridgeway Funds, Inc., an SEC-registered investment company, and other clients. | Investment Managers | Corporate Officer/Principal | |
Invesco Capital Markets, Inc.
Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
U.S. Preventive Medicine, Inc.
U.S. Preventive Medicine, Inc. Miscellaneous Commercial ServicesCommercial Services U.S. Preventive Medicine, Inc. provides health care services. It provides primary, secondary, and tertiary clinical prevention services to government, employers, and consumers. The company was founded by Christopher T. Fey in 2004 and is headquartered in Jacksonville, FL. | Miscellaneous Commercial Services | Chairman | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Stanford University | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity | |
The Methodist Hospital
The Methodist Hospital Hospital/Nursing ManagementHealth Services The Methodist Hospital owns and operates general medical hospitals. The firm provides services for cancer, gastroenterology and GI surgery, neurology and neurosurgery, orthopedics, and sports medicine and transplant. The company was founded in 1919 and is headquartered in Houston, TX. | Hospital/Nursing Management | Director/Board Member | |
Rice University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Graduate Degree Masters Business Admin Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
GlobeScan Capital, Inc.
GlobeScan Capital, Inc. Investment ManagersFinance GlobeScan Capital, Inc. (dba GCI Investors) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Pasupati Sadhukhan in 1996 and became a subsidiary of Brasada Capital Management LP in 2023. GCI Investors provides direct investment services for individual clients, corporate clients, 401k plans, and other registered investment advisors (RIAs) on a sub-advisory basis. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
Criterion Investment Management
Criterion Investment Management Investment ManagersFinance Part of Oddo BHF SCA, Criterion Investment Management is an American company that provides investment services. Criterion Investment Management was acquired by WestLB Mellon Asset Management Kapitalanlage GmbH from Nicholas-Applegate Capital Management on April 01, 1999. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Colonial Penn Group, Inc.
Colonial Penn Group, Inc. Property/Casualty InsuranceFinance Part of NextEra Energy, Inc., Colonial Penn Group, Inc. provides property and casualty insurance services. | Property/Casualty Insurance | Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Analyst-Equity | |
The Florida State University College of Business | College/University | Undergraduate Degree | |
Oppenheimer & Co., Inc. (Wealth Management)
Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co., Inc. (Wealth Management) (Oppenheimer & Co.) is the investment management division of Oppenheimer & Co., Inc., which is ultimately owned by Oppenheimer Holdings, Inc. (NYSE: OPY), an integrated financial services holdings company. Headquartered in New York City, Oppenheimer & Co. provides customized investment advice on a range of traditional and nontraditional products to individuals, families, corporate executives and institutions. | Investment Managers | Corporate Officer/Principal | |
University of Kansas | College/University | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree | |
The University of Texas at Dallas | College/University | Graduate Degree | |
Temple University (Pennsylvania) | College/University | Graduate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Indiana University | College/University | Undergraduate Degree | |
Skidmore College | College/University | Undergraduate Degree | |
Real Estate Investment Trusts
Real Estate Investment Trusts Savings BanksFinance Real Estate Investment Trusts is an American company that specializes in savings institutions that are federally chartered. The private company is based in Washington. | Savings Banks | Director/Board Member | |
Houston Municipal Employees Pension System
Houston Municipal Employees Pension System Investment ManagersFinance Founded in 1943, the Houston Municipal Employees Pension System is a governmental defined benefit pension plan that provides retirement, disability and survivor benefits for eligible employees of the city of Houston, Texas | Investment Managers | Chief Investment Officer | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
National Semiconductor (Maine), Inc.
National Semiconductor (Maine), Inc. SemiconductorsElectronic Technology National Semiconductor (Maine), Inc. develops and manufactures silicon diffused transistors and other semiconductor devices. The company was founded on October 1, 1957 and is headquartered in South Portland, ME. | Semiconductors | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 48 |
Sektoral
Finance | 26 |
Consumer Services | 18 |
Energy Minerals | 2 |
Commercial Services | 2 |
Health Services | 2 |
Operativ
Corporate Officer/Principal | 25 |
Undergraduate Degree | 16 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 10 |
Chief Investment Officer | 5 |
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