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Woodson Cary Whitehead
Portfolio Manager-Aktien bei Steel Grove Capital Advisors LLC
Ursprung des Netzwerks ersten Grades von Woodson Cary Whitehead
Einheit | Art der Einheit | Industrie | |
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Steel Grove Capital Advisors LLC
![]() Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities.
11
| Private Company | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Woodson Cary Whitehead
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Principal Street Partners LLC
![]() Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act. | Investment Managers | Founder Chief Executive Officer Portfolio Manager-Equities | |
Series U-Middle Market Direct Lending 2017, a Series of Green
![]() Series U-Middle Market Direct Lending 2017, a Series of Green Investment ManagersFinance Series U-Middle Market Direct Lending 2017, a Series of Green Square Private Investment Partners LLC operates as a private equity fund. The company is headquartered in Wilmington, DE. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
University of Mississippi | College/University | Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Valparaiso University | College/University | Undergraduate Degree | |
The New School
![]() The New School Other Consumer ServicesConsumer Services The New School provides education services. It offers art, design, liberal arts, environment, global issues, media and technology, and social science courses. The firm also offers undergraduate, graduate and adult programs. The company was founded in 1919 and is headquartered in New York, NY. | College/University | Graduate Degree | |
Strategiq Financial Group LLC
![]() Strategiq Financial Group LLC Investment ManagersFinance StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
University of Tennessee | College/University | Undergraduate Degree | |
LCG Associates, Inc.
![]() LCG Associates, Inc. Investment ManagersFinance LCG Associates, Inc. is a private company based in Atlanta, GA. LCG Associates provides services in the field of investment consulting. The company was founded in 1973 and the CEO is Edward F. Johnson. | Investment Managers | Corporate Officer/Principal | |
Sunbeam Capital Management LLC
![]() Sunbeam Capital Management LLC Investment ManagersFinance Sunbeam Capital Management LLC provides investment advice. The private company is based in Atlanta, GA. The company was founded in 2017 by Ellis Anderson Carson. Ellis Anderson Carson has been the CEO since 2017. | Investment Managers | Portfolio Manager-Equities | |
University of Memphis | College/University | Masters Business Admin | |
G2 Advisors LLC
![]() G2 Advisors LLC Investment ManagersFinance Part of G2 Investment Group LLC, G2 Advisors LLC is a company that provides investment advice. The company is based in New York, NY. | Investment Managers | Chief Operating Officer | |
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 | |
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 | |
University of Missouri | College/University | Undergraduate Degree | |
Dunavant Enterprises, Inc.
![]() Dunavant Enterprises, Inc. Air Freight/CouriersTransportation Dunavant Enterprises, Inc. provides freight trucking services. Its services include global freight, distribution, drayage/trucking and consulting services. The company was founded in 1928 and is headquartered in Memphis, TN. | Air Freight/Couriers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
SPORTSMAN'S WAREHOUSE HOLDINGS, INC. | Specialty Stores | Director/Board Member | |
Millsaps College | College/University | Undergraduate Degree | |
Ownby Management LLC
![]() Ownby Management LLC Investment ManagersFinance Ownby Management LLC, formerly Boxwood Capital Partners, is a private equity arm of Boxwood Partners, LLC founded by Bobby Morris in 2008.. The firm headquartered in Richmond, Virginia. | Investment Managers | Consultant / Advisor | |
Red Bison Technology Group LLC
![]() Red Bison Technology Group LLC Major TelecommunicationsCommunications Red Bison Technology Group LLC offers broadband solutions powered by smart building technology. The company was founded by William Arthur Owens and Juan O. Alfonso in 2014 and is headquartered in Bellevue, WA. | Major Telecommunications | Director/Board Member | |
Else School of Management | College/University | Undergraduate Degree | |
HighTower, Inc. (Philippines) | Director/Board Member | ||
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
Mississippi State University | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Graduate Degree | |
Tulane University (Louisiana) | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 34 |
Philippinen | 2 |
Sektoral
Finance | 17 |
Consumer Services | 14 |
Transportation | 2 |
Retail Trade | 2 |
Communications | 2 |
Operativ
Portfolio Manager-Equities | 16 |
Undergraduate Degree | 12 |
Corporate Officer/Principal | 10 |
Director/Board Member | 6 |
Founder | 5 |
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