Dylan W. Owens
Analyst-Equity bij Stoker Ostler Wealth Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Dylan W. Owens
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Arizona State University
66
| College/University | Other Consumer Services | 66 |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.
16
| Subsidiary | Investment Managers | 16 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dylan W. Owens via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| SHANGHAI PRIME MACHINERY COMPANY LIMITED | Metal Fabrication | Director/Board Member Director/Board Member | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Trinity Capital Investment LLC
 Trinity Capital Investment LLC Investment ManagersFinance Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Private Equity Analyst Private Equity Analyst Analyst-Equity | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
Deloitte LLP (New York)
 Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree | |
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 | Doctorate Degree | |
| University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Source Global PBC
 Source Global PBC Beverages: Non-AlcoholicConsumer Non-Durables Source Global PBC. operates as an early stage company. The company is headquartered in Scottsdale, AZ. | Beverages: Non-Alcoholic | Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Fudan University | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Cheung Kong Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| ZHONG AN INTELLIGENT LIVING SERVICE LIMITED | Real Estate Development | Director/Board Member Chairman | |
Shanghai Electric Corp.
 Shanghai Electric Corp. Electrical ProductsProducer Manufacturing Shanghai Electric Corp. manufactures electrical and mechanical products. The company was founded in 1996 and is headquartered in Shanghai, China. | Electrical Products | Corporate Officer/Principal Corporate Officer/Principal | |
| W.P. Carey School of Business | College/University | Graduate Degree Graduate Degree | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| HUIFU PAYMENT LIMITED | Regional Banks | Director/Board Member Chief Executive Officer | |
Shanghai University of Finance & Economics
 Shanghai University of Finance & Economics Other Consumer ServicesConsumer Services Shanghai University of Finance and Economics engages in the provision of educational services. It offers courses under the following school and departments: business, accountancy, finance, international business administration, economics, public economics and administration, humanities, law, information management and engineering, statistics, foreign languages, mathematics, international cultural exchange, professional and international education and continuing education. The company was founded in 1917 and is headquartered in Shanghai, China. | College/University | Graduate Degree Undergraduate Degree | |
| RED AVENUE NEW MATERIALS GROUP CO., LTD. | Chemicals: Specialty | Director/Board Member Chairman | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| China Europe International Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
Mistral Capital Management LLC
 Mistral Capital Management LLC Investment ManagersFinance Mistral Capital Management LLC (Mistral Capital Management) is a private equity and venture capital firm founded in 2007 by Andrew Heyer. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Paxos Trust Co. LLC
 Paxos Trust Co. LLC Regional BanksFinance Paxos Trust Co. LLC operates as a global exchange marketplace for virtual currencies trading. It flagship products is Bankchain, a distributed network that expedites and secures the clearing and settling of assets. The firm also offers bitcoin exchange and OTC trading services. The company was founded by Richmond Teo and Charles G. Cascarilla in 2013 and is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
| ARKO CORP. | Financial Conglomerates | President | |
| FLAT GLASS GROUP CO., LTD. | Industrial Specialties | Director/Board Member | |
High Bluff Capital Partners LLC
 High Bluff Capital Partners LLC Investment ManagersFinance High Bluff Capital Partners LLC (High Bluff Capital) is a private equity firm founded in 2016 by Anand U. Gowda. The firm is headquartered in San Diego, California. | Investment Managers | Private Equity Investor | |
| SAILVAN TIMES CO., LTD. | Apparel/Footwear Retail | Director/Board Member | |
Land Space Technology Corp. Ltd.
 Land Space Technology Corp. Ltd. Aerospace & DefenseElectronic Technology Land Space Technology Corp. Ltd. is a Chinese aerospace company that focuses on designing and manufacturing small to medium scale commercial products. The private company is based in Beijing, China. | Aerospace & Defense | Director of Finance/CFO | |
Kainos Capital LLC
 Kainos Capital LLC Investment ManagersFinance Kainos Capital LLC (Kainos Capital) is a private equity firm founded in 2012. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Analyst | |
Chardan Capital Markets LLC
 Chardan Capital Markets LLC Investment Banks/BrokersFinance Chardan Capital Markets LLC is a registered broker-dealer headquartered in New York City. The firm was founded by Kerry Propper and Steve Urbach in 2003. The firm offers a range of services which include capital raising, merger and acquisition advisory, strategic advisory, equity research, corporate access and institutional trading to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
AirPower Technologies Ltd.
 AirPower Technologies Ltd. Chemicals: SpecialtyProcess Industries AirPower Technologies Ltd. principally engages in the provision of integrated industrial gas solutions. The company was founded in October 1, 2001 and is headquartered in Shanghai, China. | Chemicals: Specialty | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 37 |
| China | 13 |
| Hongkong | 2 |
Sectoraal
| Miscellaneous | 19 |
| Finance | 14 |
| Consumer Services | 10 |
| Process Industries | 4 |
| Producer Manufacturing | 3 |
Operationeel
| Director/Board Member | 142 |
| Undergraduate Degree | 68 |
| Corporate Officer/Principal | 59 |
| Independent Dir/Board Member | 36 |
| Masters Business Admin | 28 |
Sterkste connecties
| Insiders | |
|---|---|
| R. Walton | 42 |
| Brian Zino | 30 |
| Xin Jun Liang | 22 |
| Ye Zhou | 15 |
| Taylor Hurst | 14 |
| Yu Chang Huang | 13 |
| Kan Cheng Shi | 12 |
| Xing Yu Wu | 11 |
| Rima A. Reddy | 10 |
| Bryan Segedi | 10 |
| Xi Zhu | 10 |
| Ning Zhang | 8 |
| Wei Sun | 8 |
| Darin Carpenter | 7 |
| Jin Hua Jiang | 7 |
- Beurs
- Insiders
- Dylan W. Owens
- Bedrijfsconnecties
