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Oorsprong van het eerstegraads netwerk van Ellis Sloan
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Morgan Keegan & Co., Inc. (Old)
![]() Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales
10
| Extinct | Investment Banks/Brokers | 10 |
Meridian Management Co.
![]() Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Ellis Sloan via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Market Strategist Analyst-Equity | |
University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Market Strategist | |
Vanderbilt University | College/University | Masters Business Admin Masters Business Admin | |
University of Central Arkansas | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
East Carolina University | College/University | Graduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
Thompson Research Group LLC
![]() Thompson Research Group LLC Investment ManagersFinance Founded by Kathryn I. Thompson in 2009, Thompson Research Group LLC (TRG) is an equity research firm located in Nashville, Tennessee. The firm offers original, fundamental research and analysis in the industrial and construction materials sectors. Specific industries in their coverage universe include, but aren't limited to building materials, building products, construction equipment, engineering & construction, household goods & services, industrial distribution, diversified industrials and recreation vehicles. TRG provides services to institutional investor and private equity clients. The firm does not provide equity trading or investment banking services. | Investment Managers | Founder | |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Institutional Sales | |
Peace Corps (District of Columbia) | General Government | Corporate Officer/Principal | |
Comprehensive Planning, Inc.
![]() Comprehensive Planning, Inc. Insurance Brokers/ServicesFinance Comprehensive Planning, Inc. provides insurance brokerage services. The private company is based in Troy, MI. The company was founded in 1981 by Edward E. Archey, Gilder Deborah. Edward E. Archey has been the CEO since 1981. | Insurance Brokers/Services | Corporate Officer/Principal | |
Princeton University | College/University | Graduate Degree | |
Dorato Capital Management LLC
![]() Dorato Capital Management LLC Investment ManagersFinance Dorato Capital Management LLC (DCM) is an independent, SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Steven TeSelle in 2000. DCM provides asset management and investment planning to a variety of clients. Through separate accounts, the firm offers investment portfolios customized to meet their clients' unique needs. | Investment Managers | Chief Executive Officer | |
Texas Christian University | College/University | Masters Business Admin | |
The University of Arkansas | College/University | Undergraduate Degree | |
United Surgical Partners International, Inc.
![]() United Surgical Partners International, Inc. Hospital/Nursing ManagementHealth Services United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX. | Hospital/Nursing Management | Director/Board Member | |
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 | |
University of Memphis | College/University | Masters Business Admin | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Delta Asset Management LLC (Tennessee)
![]() Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
University of Virginia | College/University | Undergraduate Degree | |
St. Denis J. Villere & Co. LLC
![]() St. Denis J. Villere & Co. LLC Investment ManagersFinance Founded in 1911, St. Denis J. Villere & Co. LLC is a wealth management firm and registered investment advisor located in New Orleans, Louisiana. The firm's clients include individuals, institutions, retirement plans, corporations and their open-end mutual fund, the Villere Balanced Fund. | Investment Managers | Compliance Officer | |
Christian Brothers University | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 32 |
Sectoraal
Finance | 16 |
Consumer Services | 14 |
Process Industries | 2 |
Government | 2 |
Health Services | 2 |
Operationeel
Undergraduate Degree | 11 |
Corporate Officer/Principal | 11 |
Portfolio Manager-Equities | 8 |
Analyst-Equity | 8 |
Institutional Sales | 6 |
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