Conner Whipple
Analyst-Equity bij Grandeur Peak Global Advisors LLC
Oorsprong van het eerstegraads netwerk van Conner Whipple
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Brigham Young University
225
| College/University | Other Consumer Services | 225 |
Grandeur Peak Global Advisors LLC
 Grandeur Peak Global Advisors LLC Investment ManagersFinance Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.
35
| Private Company | Investment Managers | 35 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Conner Whipple via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| DYNATRONICS CORPORATION | Medical Specialties | Corporate Officer/Principal | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Director/Board Member Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Director of Research - Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Investment Managers | Analyst-Equity | |
HSBC Securities (USA), Inc.
 HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Analyst-Equity Analyst-Equity Analyst-Equity | |
Intersect Capital LLC
 Intersect Capital LLC Investment ManagersFinance Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell. | Investment Managers | Portfolio Manager-Equities | |
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 | Market Strategist Corporate Officer/Principal | |
Pelion Venture Partners
 Pelion Venture Partners Investment ManagersFinance Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor | |
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 Analyst-Equity Corporate Officer/Principal Market Strategist Analyst-Equity Corporate Officer/Principal | |
TSG Consumer Partners LLC
 TSG Consumer Partners LLC Investment ManagersFinance TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California. | Investment Managers | Private Equity Investor | |
Portfolio Advisors LLC
 Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Private Equity Analyst | |
The Lek/Alcar Consulting Group, Inc.
 The Lek/Alcar Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
IndustryPro
 IndustryPro Investment ManagersFinance IndustryPro provides investment advisory services. | Investment Managers | Private Equity Analyst | |
Sorenson Capital
 Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Investor Private Equity Analyst Private Equity Analyst | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Doctorate Degree | |
| Westminster College (Utah) | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
FFL Partners LLC
 FFL Partners LLC Investment ManagersFinance FFL Partners LLC (FFL) is a private equity firm founded in 1997 by Tully Friedman, Spencer Fleischer, David Lowe, and Christopher Masto. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
OpenView Investments LLC
 OpenView Investments LLC Investment ManagersFinance OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA. | Investment Managers | Private Equity Investor | |
Trilogy Equity Partners LLC
 Trilogy Equity Partners LLC Investment ManagersFinance Trilogy Equity Partners LLC (Trilogy Equity Partners) is a venture capital firm founded in 2005 by John Stanton. The firm is headquartered in Bellevue, Washington. | Investment Managers | Private Equity Analyst | |
University of Utah /Venture Capital/
 University of Utah /Venture Capital/ Investment ManagersFinance University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Investor Corporate Officer/Principal Private Equity Analyst | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
Progrexion Marketing, Inc.
 Progrexion Marketing, Inc. Advertising/Marketing ServicesCommercial Services Progrexion Marketing, Inc. engages in the provision of marketing and information services serving the consumer credit information sector. It provides credit card report repair services. The company was founded by Deon Steckling in 2000 and is headquartered in Midvale, UT. | Advertising/Marketing Services | Corporate Officer/Principal | |
| David Eccles School of Business | College/University | Director/Board Member Graduate Degree | |
Cougar Capital LLC
 Cougar Capital LLC Investment ManagersFinance Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah. | Investment Managers | Corporate Officer/Principal Private Equity Investor Private Equity Investor Private Equity Investor | |
GSV Ventures Management LLC
 GSV Ventures Management LLC Investment ManagersFinance GSV Ventures Management LLC (GSV Ventures) is a venture capital subsidiary of GSV Asset Management LLC founded in 2016 by Moe Michael Cohn. The firm headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Rethink Education Management LLC
 Rethink Education Management LLC Investment ManagersFinance Rethink Education Management LLC (Rethink Education Mgmt) is a venture capital subsidiary of Seavest Investment Group LLC founded in 2011. The firm is headquartered in White Plains, New York. | Investment Managers | Private Equity Investor | |
Get Found First LLC
 Get Found First LLC Internet Software/ServicesTechnology Services Get Found First LLC provides pay per click management and other online services. Its services include paid search advertising, product listing ads, re-marketing, analytics and attribution, conversion optimization, landing page development, search engine optimization and website design. The company is headquartered in Blackfoot, ID. | Internet Software/Services | Private Equity Investor | |
Springtide Capital Management LLC
 Springtide Capital Management LLC Investment ManagersFinance SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Founder Private Equity Investor Private Equity Investor | |
Sandlot Partners LLC
 Sandlot Partners LLC Investment ManagersFinance Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah. | Investment Managers | Compliance Officer Private Equity Investor | |
| Edilytics, Inc. | Director/Board Member President | ||
Tower Arch Capital LLC
 Tower Arch Capital LLC Investment ManagersFinance Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
SkillUp Coalition
 SkillUp Coalition Miscellaneous Commercial ServicesCommercial Services SkillUp Coalition is a non-profit organization founded in July 2020 that connects workers with the right tools, resources, and support to make confident career shifts, find quality living-wage jobs, and position themselves for promising career growth, without the need of a college degree. The private company is based in San Francisco, CA and has subsidiaries in the United States, including local partnerships in various locations such as northern Nevada and Dallas. The organization has connected nearly 2 million workers to career, training, and job support nationwide. SkillUp Coalition brings together over 100 leading organizations including training and education providers, technology developers, policymakers, employers, and philanthropies to advocate for an affordable, equitable, upskilling ecosystem that ensures every worker has high-opportunity employment. | Miscellaneous Commercial Services | Director/Board Member | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
| Women In Finance Association, Inc. | President | ||
AdaptiLab, Inc.
 AdaptiLab, Inc. Packaged SoftwareTechnology Services AdaptiLab, Inc. develops and operates a software platform for machine learning and data sciences talent acquisition. The company was founded by James Wu and Allen Lu and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Educative, Inc.
 Educative, Inc. Miscellaneous Commercial ServicesCommercial Services Educative, Inc. engages in professional, scientific, and technical services. The company was founded by Fahim Ul Haq and Naeem Ul Haq and is headquartered in Seattle, Washington. | Miscellaneous Commercial Services | Director/Board Member | |
LumaTax, Inc.
 LumaTax, Inc. Packaged SoftwareTechnology Services Lumatax, Inc. focuses on providing small businesses with touch-of-a-button simple sales tax compliance. The company was founded by Robert Schulte and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Billetera Digital de Mexico S.A.P.I. de C.V.
 Billetera Digital de Mexico S.A.P.I. de C.V. Internet Software/ServicesTechnology Services Billetera Digital de Mexico S.A.P.I. de C.V. operates a mobile application that enables users to earn money by paying for their services. The company is based in Mexico City, Mexico. The Mexican company was founded by Leonardo Estrada, Esteban Posada, Francisco Mendoza. Leonardo Estrada has been the CEO since incorporation. | Internet Software/Services | Director/Board Member | |
Juvo Ventures LLC
 Juvo Ventures LLC Investment ManagersFinance Juvo Ventures LLC (Juvo Ventures) is a venture capital subsidiary of Western Governors University. The firm is founded in 2018 and headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Investor | |
Corient Capital Partners LLC
 Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Investment Managers | Analyst-Equity | |
| Columbia Business School | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 2 |
| Mexico | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 9 |
| Commercial Services | 6 |
| Technology Services | 5 |
| Health Technology | 2 |
Operationeel
| Undergraduate Degree | 96 |
| Analyst-Equity | 60 |
| Corporate Officer/Principal | 56 |
| Director/Board Member | 49 |
| Private Equity Investor | 44 |
Sterkste connecties
| Insiders | |
|---|---|
| Chad Packard | 15 |
| James Sorenson | 15 |
| Zach Larkin | 12 |
| Andre Bennin | 11 |
| Jeff Vincent | 10 |
| David Blake | 10 |
| Alima Vanderholm | 9 |
| Austin Walters | 9 |
| Andrew W. Montgomery | 8 |
| Beau T. Seil | 7 |
| Matt Smith | 6 |
| Terry Whalen | 6 |
| Christopher M. Lanshe | 6 |
| Liping Cai | 6 |
| Stuart Patrick Rigby | 6 |
- Beurs
- Insiders
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