Oorsprong van het eerstegraads netwerk van Fred Wetzel
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Cornerstone Investment Partners LLC
 Cornerstone Investment Partners LLC Investment ManagersFinance Cornerstone Investment Partners LLC (Cornerstone) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2001 and is wholly-owned by CIM Holdings LLC. Cornerstone provides portfolio management services to pension and profit-sharing plans, corporations, state or municipal government entities, other pooled investment vehicles, Registered Investment Companies, trusts, estates, individuals and charitable organizations.
14
| Subsidiary | Investment Managers | 14 |
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
4
| Extinct | Investment Managers | 4 |
Georgia State University
4
| College/University | Other Consumer Services | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Fred Wetzel via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| THE HOME DEPOT, INC. | Home Improvement Chains | Corporate Officer/Principal | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
Turner Broadcasting System, Inc.
 Turner Broadcasting System, Inc. BroadcastingConsumer Services Turner Broadcasting System, Inc. provides media entertainment solutions. The firm creates and programs branded news; entertainment; animation and young adult; and sports media environments on television and other platforms. The company was founded by Robert E. Turner on May 12, 1965 and is headquartered in Atlanta, GA. | Broadcasting | Corporate Officer/Principal | |
| FIRST US BANCSHARES, INC. | Regional Banks | Director/Board Member | |
Summit Partners LP
 Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Statesman Group, Inc.
 Statesman Group, Inc. Life/Health InsuranceFinance Part of CNO Financial Group, Inc., Statesman Group, Inc. is a life insurance concern. The company is based in Des Moines, IA. Statesman Group was acquired by Conseco Capital Partners II LP on September 30, 1994 for $333.98 million. | Life/Health Insurance | Director/Board Member | |
| AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY | Life/Health Insurance | Director/Board Member | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Portfolio Manager-Equities | |
EARNEST Partners LLC
 EARNEST Partners LLC Investment ManagersFinance EARNEST Partners LLC is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 by Paul Viera Jr. They are a subsidiary of Westchester Ltd. LLC, owned by Pev Trust. EARNEST Partners provides investment advice to various types of clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| ZEOX CORPORATION | Other Metals/Minerals | Director/Board Member | |
| Wilmington Real Asset Fund Select LLC | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Hope-Beckham, Inc.
 Hope-Beckham, Inc. Miscellaneous Commercial ServicesCommercial Services Hope-Beckham, Inc. provides public relations and brand management services. Its services include business consulting, marketing and corporate communications, issues management, public affairs, event marketing, and government relations. The firm's clients include Arcapita, Atlanta Dream, Atlanta Sports Council, Bullock Mannelly Partners, Central Atlanta Progress, The Coca-Cola Co, and Pepsi-Cola. The company was founded by Paul D. Beckham and Robert E. Hope in 1994 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Founder | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Middlebury College | College/University | Undergraduate Degree | |
| Oglethorpe University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Masters Business Admin | |
| University of Strathclyde | College/University | Undergraduate Degree | |
| Wesleyan University | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Investment Managers | Portfolio Manager-Equities Chief Operating Officer | |
| Georgia Society of Certified Public Accountants | Corporate Officer/Principal | ||
| Yerevan State University | College/University | Graduate Degree | |
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Investment Managers | Analyst-Equity | |
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 | Portfolio Manager-Equities | |
| Georgia State University Foundation | Miscellaneous Commercial Services | Chairman | |
The Atlanta Botanical Garden, Inc.
 The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Other Consumer Services | Director/Board Member | |
Alliance Theatre
 Alliance Theatre Media ConglomeratesConsumer Services Alliance Theatre is a national theater that aims to expand hearts and minds on stage and off. The private company was founded in 1968 and is based in Atlanta, GA. The company deeply engages with their local community and model radical inclusion and catalytic experiences on their stages, in their classrooms, and throughout their organization. The company believes that acknowledging and embracing differences in identity is essential to a dynamic cultural conversation, which is why they are committed to equity, diversity, and inclusion in all areas of their organization and programming. | Media Conglomerates | Director/Board Member | |
| Twenty Services Holding, Inc. | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Luxemburg | 2 |
| Canada | 2 |
| Verenigd Koninkrijk | 2 |
| Armenië | 2 |
Sectoraal
| Finance | 22 |
| Consumer Services | 19 |
| Commercial Services | 4 |
| Energy Minerals | 2 |
| Retail Trade | 2 |
Operationeel
| Portfolio Manager-Equities | 25 |
| Corporate Officer/Principal | 22 |
| Undergraduate Degree | 19 |
| Director/Board Member | 14 |
| Analyst-Equity | 12 |
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