Terry Lee Pelzel
Analyst-Equity bei Barrow, Hanley, Mewhinney & Strauss LLC
Ursprung des Netzwerks ersten Grades von Terry Lee Pelzel
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Texas A&M University
160
| College/University | Other Consumer Services | 160 |
Barrow, Hanley, Mewhinney & Strauss LLC
 Barrow, Hanley, Mewhinney & Strauss LLC Investment ManagersFinance Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).
72
| Subsidiary | Investment Managers | 72 |
Highland Capital Management LP
 Highland Capital Management LP Investment ManagersFinance Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts).
57
| Subsidiary | Investment Managers | 57 |
| Public Company | Investment Banks/Brokers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Terry Lee Pelzel
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| ATMOS ENERGY CORPORATION | Gas Distributors | Comptroller/Controller/Auditor | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| TUESDAY MORNING CORPORATION | Specialty Stores | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| Texas Christian University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| SMU-Cox School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
Sycamore Tree Capital Partners LP
 Sycamore Tree Capital Partners LP Investment ManagersFinance Sycamore Tree Capital Partners LP is an investment firm that specializes in alternative credit. The private company is based in Dallas, TX and has subsidiaries in the United States. The firm has deep experience across economic and market cycles, and its investment expertise includes bank loans, high yield bonds, structured credit, and special situations. The company was founded in 2019 by Jack Yang, Mark Kiyoshi Okada, and Trey B. Parker, with Mark Kiyoshi Okada serving as the CEO since then. | Investment Managers | Founder Analyst-Fixed Income | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
American National Insurance Co.
 American National Insurance Co. Multi-Line InsuranceFinance American National Insurance Co. is a financial services company, which engages in the provision of life insurance, annuities, health insurance, credit insurance, pension products and property, and casualty insurance for personal lines, agribusiness, and commercial exposures. It operates through the following business segments: Life, Annuity, Health, Property and Casualty, and Corporate and Other. The Life segment provides individual and group life insurance products, including whole life, term life, and universal life and credit life insurance. The Annuity segment offers fixed, indexed, and variable annuity products. The Health segment includes medicare supplement, supplemental insurance, medical expense, stop-loss and credit disability products. The Property and Casualty segment consists of personal lines, and credit-related property insurance products. The Corporate and Other segment comprirses of invested assets that are not used to support its insurance activities. The company was founded by William L. Moody Jr. in 1905 and is headquartered in Galveston, TX. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
American Capital Management & Research, Inc.
 American Capital Management & Research, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, American Capital Management & Research, Inc. is a security and commodity exchanges company. The company is based in TX. American Capital Management & Research was acquired by Van Kampen Merritt Cos., Inc. (New York) from Travelers Group, Inc. on December 21, 1994 for $430 million. | Investment Banks/Brokers | Corporate Officer/Principal Portfolio Manager-Equities | |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Whitebox Advisors LLC
 Whitebox Advisors LLC Investment ManagersFinance Whitebox Advisors LLC (Whitebox) is an independent, SEC-registered investment advisor and alternative asset manager headquartered in Minneapolis, Minnesota. Founded in 1999, Whitebox manages and advises private investment funds. They also offers advisory services to separately managed accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Arkansas | College/University | Graduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Florida | College/University | Masters Business Admin Graduate Degree | |
| GOOSEHEAD INSURANCE, INC | Insurance Brokers/Services | Director of Finance/CFO Director of Finance/CFO | |
Clover Partners LP
 Clover Partners LP Investment ManagersFinance Clover Partners LP is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney and Samuel S. Moore in 1999. Clover Partners manages hedge funds and investment vehicles focused on small-cap banks. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal | |
| University of South Carolina | College/University | Undergraduate Degree Masters Business Admin | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Comptroller/Controller/Auditor | |
NexPoint Asset Management LP
 NexPoint Asset Management LP Investment ManagersFinance NexPoint Asset Management LP (NexPoint AM) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1993 as Pyxis Capital LP and changed its name from Highland Capital Management Fund Advisors LP to NexPoint Asset Management LP in 2022. They are a subsidiary of Highland Capital Management Services, Inc., which is owned by Highland Capital Healthcare Advisors GP LLC. NexPoint AM manages a suite of registered investment vehicles that provide access to alternative investments for both institutional and retail investors. | Investment Managers | Portfolio Manager-Equities Director of Research - Fxd Inc | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
| Mays Business School | College/University | Undergraduate Degree | |
CAZ Investments LP
 CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Investment Managers | Investment Committee Member | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Absolute Private Wealth Management LLC
 Absolute Private Wealth Management LLC Investment ManagersFinance Absolute Private Wealth Management LLC provides investment advice. The private company is based in Houston, TX. | Investment Managers | Private Equity Investor | |
WaterBridge Resources LLC
 WaterBridge Resources LLC Water UtilitiesUtilities WaterBridge Resources LLC engages in the development, acquisition, and management of water infrastructure for upstream producers. The company was founded by Stephen M. Johnson in January 2016 and is headquartered in Houston, TX. | Water Utilities | Director/Board Member | |
Corriente Advisors LLC
 Corriente Advisors LLC Investment ManagersFinance Corriente Advisors LLC is a private investment firm headquartered in Fort Worth, Texas. The firm was founded in 2001 by Mark Hart and provides asset management services to pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Five Point Energy LLC
 Five Point Energy LLC Investment ManagersFinance Five Point Energy LLC (Five Point Energy) is a private equity firm founded in 2012 by David N. Capobianco and Matthew K. Morrow. The firm is headquartered in Houston, Texas. | Investment Managers | Founder |
Statistik
International
| Vereinigte Staaten | 45 |
| Vereinigtes Königreich | 3 |
Sektoral
| Consumer Services | 23 |
| Finance | 19 |
| Commercial Services | 4 |
| Utilities | 3 |
| Retail Trade | 2 |
Operativ
| Corporate Officer/Principal | 114 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 67 |
| Portfolio Manager-Equities | 53 |
| Graduate Degree | 39 |
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