Jonathan Jackson Foltz
Portefeuillebeheerder-Aandelen bij Swift Run Capital Management LLC
Oorsprong van het eerstegraads netwerk van Jonathan Jackson Foltz
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.
45
| Extinct | Investment Managers | 45 |
Radford University
8
| College/University | Other Consumer Services | 8 |
VNBTrust, NA
 VNBTrust, NA Regional BanksFinance VNBTrust, NA is a national trust bank located in Charlottesville, Virginia. The bank is regulated by the Office of the Comptroller of the Currency. VNBTrust is a subsidiary of Virginia National Bank which began offering wealth management services in 2000 and trust services in 2007. VNBTrust's ultimate parent is Virginia National Bankshares Corp. (VABK). VNBTrust, NA does business as VNB Wealth Management.
3
| Extinct | Regional Banks | 3 |
Swift Run Capital Management LLC
 Swift Run Capital Management LLC Investment ManagersFinance Swift Run Capital Management LLC (SRCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded in 2003 and is a subsidiary of SCRM Holdings LLC, ultimately owned by Mullen Familyco LLC. SRCM provides portfolio management services for “Qualified Clients” through separately managed accounts.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jonathan Jackson Foltz via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| THE CLOROX COMPANY | Household/Personal Care | Corporate Officer/Principal | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Investment Committee Member Founder Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Fixed Income | |
Burke & Herbert Bank & Trust Co.
 Burke & Herbert Bank & Trust Co. Investment ManagersFinance Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area. | Investment Managers | Corporate Officer/Principal | |
| Excel Funds | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Hennessy Advisors, Inc. (Investment Management)
 Hennessy Advisors, Inc. (Investment Management) Investment ManagersFinance Hennessy Advisors, Inc. (Investment Management) (Hennessy-IM) is the investment management division of Hennessy Advisors, Inc. (NASDAQ: HNNA), a publicly traded firm headquartered in Novato, California. The firm was founded by Neil J. Hennessy in 1989. Hennessy-IM provides investment advisory services to no-load mutual funds, as well as high-net worth investors primarily located in the US. The firm oversees, services, and markets the family of Hennessy Funds. | Investment Managers | Portfolio Manager-Equities | |
| Vanderbilt University | College/University | Masters Business Admin | |
| Rice University | College/University | Undergraduate Degree | |
| Mercer University | College/University | Masters Business Admin | |
| University of Missouri | College/University | Undergraduate Degree | |
| Drexel University | College/University | Graduate Degree | |
The Wolf Group
 The Wolf Group Advertising/Marketing ServicesCommercial Services The Wolf Group provides advertising services. The private company is based in Dallas, TX and has subsidiaries in China. | Advertising/Marketing Services | Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree | |
| Bentley University | College/University | Masters Business Admin | |
| Campbell University | College/University | Masters Business Admin | |
| East Carolina University | College/University | Masters Business Admin | |
| George Mason University | College/University | Masters Business Admin | |
| James Madison University | College/University | Undergraduate Degree | |
| Stetson University | College/University | Undergraduate Degree | |
| Merrimack College | College/University | Undergraduate Degree | |
| North Carolina State University | College/University | Undergraduate Degree | |
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Masters Business Admin | |
| University of South Carolina | College/University | Undergraduate Degree Graduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Graduate Degree | |
Argy, Wiltse & Robinson PC
 Argy, Wiltse & Robinson PC Miscellaneous Commercial ServicesCommercial Services Argy, Wiltse & Robinson PC provides public accounting services. It offers tax, accounting, and business consulting services. The company is headquartered in McLean, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
Sabal Trust Co.
 Sabal Trust Co. Investment ManagersFinance Founded in 1995, Sabal Trust Co. is an independent wealth management firm offering investment management, trust and IRA services and estate settlement services. The firm is headquartered in St. Petersburg, Florida. | Investment Managers | Portfolio Manager-Equities | |
| Georgetown University | College/University | Masters Business Admin | |
| Goizueta Business School-Emory | College/University | Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Sessa Capital IM LP
 Sessa Capital IM LP Investment ManagersFinance Sessa Capital IM LP (Sessa Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by John Petry in 2007. Sessa Capital provides investment advisory and management services on a discretionary basis to private pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Glass Jacobson Investment Advisors LLC
 Glass Jacobson Investment Advisors LLC Investment ManagersFinance Glass Jacobson Investment Advisors LLC, dba Glass Jacobson Wealth Advisors (Glass Jacobson), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Owings Mill, Maryland. The firm was founded in 1998. Glass Jacobson provides investment advice to individuals, families, and businesses. | Investment Managers | Portfolio Manager-Equities | |
SunTrust Bank (Richmond Branch)
 SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Canada | 2 |
Sectoraal
| Consumer Services | 24 |
| Finance | 18 |
| Commercial Services | 3 |
| Consumer Non-Durables | 2 |
| Miscellaneous | 2 |
Operationeel
| Portfolio Manager-Equities | 57 |
| Undergraduate Degree | 47 |
| Corporate Officer/Principal | 46 |
| Analyst-Equity | 23 |
| Masters Business Admin | 22 |
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