Ursprung des Netzwerks ersten Grades von Matthew H. Welden
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Sewanee-The University of the South
17
| College/University | Other Consumer Services | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matthew H. Welden
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
JOHNSON & JOHNSON | Pharmaceuticals: Major | Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
THE HACKETT GROUP, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Courage Capital Management LLC
Courage Capital Management LLC Investment ManagersFinance Courage Capital Management LLC (Courage Capital) is a privately held, registered alternative asset management firm headquartered in Nashville, Tennessee. The firm was founded by Richard Patton in 1998. Courage Capital manages private funds on behalf of institutional investors and family offices. | Investment Managers | Analyst-Equity | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Fixed Income | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Analyst-Equity | |
Ovintiv Canada ULC
Ovintiv Canada ULC Integrated OilEnergy Minerals Ovintiv Canada ULC engages in the production of natural gas, oil and natural gas liquids. It operates through the following segments: Canadian Operations, USA Operations and Market Optimization. The Canadian Operations segment includes the exploration for, development of and production of natural gas, oil and natural gas liquids and other related activities within Canada. The USA Operations segment involves in the exploration, development and production of natural gas, oil, and natural gas liquids and other related activities within the U.S. The Market Optimization segment is responsible for the sale of the company's proprietary production to third party customers and the associated netback price. The company was founded in 1881 and is headquartered in Calgary, Canada. | Integrated Oil | Corporate Officer/Principal | |
Avondale Partners LLC
Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Dartmouth College | College/University | Masters Business Admin | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Masters Business Admin | |
Capital City Trust Co. (Florida)
Capital City Trust Co. (Florida) Investment ManagersFinance Capital City Trust Co. is a registered investment advisor headquartered in Tallahassee, Florida. The firm was founded in 1895 and is a subsidiary of Capital City Bank Group, Inc. (NASDAQ: CCBG). Capital City Trust offers a full range of financial management services for individuals and families and institutions and foundations. | Investment Managers | Portfolio Manager-Equities | |
Lykes Bros., Inc.
Lykes Bros., Inc. Food: Specialty/CandyConsumer Non-Durables Lykes Bros., Inc. engages in the operation of agricultural businesses. Its diverse enterprise that includes cattle, citrus, farming, forestry, land and water resources, recreational hunting, and an insurance agency. The company was founded by Howell Tyson Lykes in 1900 and is headquartered in Tampa, FL. | Food: Specialty/Candy | Corporate Officer/Principal | |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | 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 | |
Wake Forest University | College/University | Masters Business Admin | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Investment Managers | Chief Executive Officer | |
TRUXTON CORPORATION | Regional Banks | Corporate Officer/Principal | |
Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Miscellaneous Commercial Services | Director/Board Member | |
Florida State University | College/University | Masters Business Admin | |
Naval Surface Warfare Center
Naval Surface Warfare Center Trucks/Construction/Farm MachineryProducer Manufacturing Naval Surface Warfare Center builds ships and combat systems. The private company is based in Washington Navy Yard. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Abacus Planning Group, Inc.
Abacus Planning Group, Inc. Investment ManagersFinance Abacus Planning Group, Inc. (Abacus) is a registered independent investment adviser and wealth management firm headquartered in Columbia, South Carolina. The firm was founded by Cheryl Holland in 1998. Abacus provides advisory services to high-net worth individuals, pension and profit-sharing plans (other than plan participants), and charitable organizations. | Investment Managers | Chief Investment Officer | |
ZAYO GROUP HOLDINGS, INC. | Major Telecommunications | Sales & Marketing | |
University of Colorado Boulder | College/University | Masters Business Admin | |
Independent Power Systems, Inc.
Independent Power Systems, Inc. Alternative Power GenerationUtilities Independent Power Systems, Inc. provides customized solar solutions for residential and commercial properties. The private company is based in Boulder, CO and has subsidiaries in the United States. The company offers free estimates and have been in business for over 20 years. The company's experts deliver a wide array of solar and energy storage solutions to homes and businesses across the country. Independent Power Systems was founded in 1996 by Tony Boniface, who has been the CEO since then. | Alternative Power Generation | Sales & Marketing | |
Navigant Capital Advisors LLC
Navigant Capital Advisors LLC Investment ManagersFinance Navigant Capital Advisors LLC provides investment banking services. It offers fairness opinion, mergers and acquisition, private placement, due diligence, divestiture, leveraged recapitalization and refinancing, debt and equity underwriting and business turnaround advisory services. The company is headquartered in Chicago, IL. | Investment Managers | Private Equity Analyst | |
TTV Capital LLC
TTV Capital LLC Investment ManagersFinance TTV Capital LLC (TTV) is a venture capital firm founded in 2000 by W. Thomas Smith and Gardiner W. Garrard. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Analyst | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
Anzu Partners LLC
Anzu Partners LLC Investment ManagersFinance Anzu Partners LLC (Anzu Partners) is a venture capital firm founded in 2014 by David Michael and David Seldin. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Private Equity Investor | |
Startup Runway Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests. | Investment Managers | Investment Committee Member | |
First Call Corp.
First Call Corp. Publishing: NewspapersConsumer Services Part of Woodbridge Co. Ltd. /New/, First Call Corp. is a company that provides specialized information and publishing services and products. The company is based in Boston, MA. The company was founded by Jeffrey P. Parker. | Publishing: Newspapers | Corporate Officer/Principal | |
Templeton & Phillips Capital Management LLC
Templeton & Phillips Capital Management LLC Investment ManagersFinance Templeton & Phillips Capital Management LLC (TPCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Lookout Mountain, Tennessee. The firm was founded by Lauren Templeton in 2001 as Lauren Templeton Capital Management LLC. TPCM provides investment advisory and management services as a discretionary investment adviser to institutional and retail separate account clients. | Investment Managers | Founder | |
Thompson Research Group LLC
Thompson Research Group LLC Investment ManagersFinance Founded by Kathryn I. Thompson in 2009, Thompson Research Group LLC (TRG) is an equity research firm located in Nashville, Tennessee. The firm offers original, fundamental research and analysis in the industrial and construction materials sectors. Specific industries in their coverage universe include, but aren't limited to building materials, building products, construction equipment, engineering & construction, household goods & services, industrial distribution, diversified industrials and recreation vehicles. TRG provides services to institutional investor and private equity clients. The firm does not provide equity trading or investment banking services. | Investment Managers | Chief Executive Officer | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
University of South Carolina | College/University | Masters Business Admin | |
Surgical Alliance Corp.
Surgical Alliance Corp. Hospital/Nursing ManagementHealth Services Surgical Alliance Corp. acquires, develops and manages specialty surgical hospitals. The company was founded by Edward W. Alexander in 2001 and is headquartered in Nashville, TN. | Hospital/Nursing Management | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 49 |
Kanada | 2 |
Sektoral
Finance | 29 |
Consumer Services | 11 |
Commercial Services | 3 |
Health Services | 3 |
Health Technology | 2 |
Operativ
Corporate Officer/Principal | 24 |
Undergraduate Degree | 18 |
Director/Board Member | 11 |
Masters Business Admin | 8 |
Analyst-Equity | 7 |
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