Anna Esoda
Portefeuillebeheerder-Aandelen bij Sage Mountain Advisors LLC
Oorsprong van het eerstegraads netwerk van Anna Esoda
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations.
7
| Private Company | Investment Managers | 7 |
Sage Mountain Advisors LLC
 Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Anna Esoda via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
| Vanderbilt University | College/University | Masters Business Admin Graduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree | |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
| Florida State University | College/University | Undergraduate Degree | |
| Furman University | College/University | Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree | |
| Georgia State University | College/University | Graduate Degree Masters Business Admin | |
| Syracuse University | College/University | Undergraduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree | |
| University of California San Diego | College/University | Graduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree | |
| United States National Security Agency | Sovereign | Corporate Officer/Principal | |
Frazier & Deeter LLC
 Frazier & Deeter LLC Miscellaneous Commercial ServicesCommercial Services Frazier & Deeter LLC provides accounting and advisory services. The company was founded in 1981 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Corporate Officer/Principal | |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Director of Research - Equity | |
Berman Capital Advisors LLC
 Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Investment Managers | Chief Investment Officer | |
| J. Mack Robinson College of Business | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 26 |
Sectoraal
| Consumer Services | 13 |
| Finance | 10 |
| Commercial Services | 3 |
| Government | 2 |
Operationeel
| Corporate Officer/Principal | 10 |
| Analyst-Equity | 9 |
| Undergraduate Degree | 9 |
| Graduate Degree | 4 |
| Portfolio Manager-Equities | 4 |
Sterkste connecties
| Insiders | |
|---|---|
| Russ Allen | 9 |
| Andy K. Roberts | 5 |
| Chuck Gray | 5 |
| Jeff Peller | 4 |
| Tony Welch | 3 |
| Matt Barber | 3 |
| Wade Hill | 3 |
| Tony Cox | 3 |
| Hunter J. Asip | 2 |
| Scott Matthew Neu | 2 |
- Beurs
- Insiders
- Anna Esoda
- Bedrijfsconnecties
