Marshall Rathmell
Algemeen Directeur bij BCR Wealth Strategies LLC
Oorsprong van het eerstegraads netwerk van Marshall Rathmell
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
The University of Alabama
76
| College/University | Other Consumer Services | 76 |
BBVA USA
BBVA USA Regional BanksFinance BBVA USA engages in the provision of banking products and services to individuals and businesses. It offers checking , savings, credit cards, lending, mortgages, investment, specialty programs, and digital servies. The firm also delivers commercial banking services, such as financing and raising capital, treasury management, investments and risk management, international, insurance and retirement products and services. The company was founded on March 2, 1964 and is headquartered in Birmingham, AL.
10
| Extinct | Regional Banks | 10 |
BCR Wealth Strategies LLC
BCR Wealth Strategies LLC Investment ManagersFinance BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Marshall Rathmell via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
Maytag Corp.
Maytag Corp. Electronics/AppliancesConsumer Durables Maytag Corp. designs, manufactures and markets residential and commercial products. It operates in two segments, home appliances and commercialp products. Its home appliances segment engages in the manufacture, sale and servicing of laundry products, dishwashers, refrigerators, cooking appliances, and floor care products. It is located in Newton, IA | Electronics/Appliances | Director/Board Member | |
VULCAN MATERIALS COMPANY | Construction Materials | Corporate Officer/Principal | |
Kayne Anderson Capital Advisors LP
Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Investment Managers | Comptroller/Controller/Auditor | |
Regions Investment Management, Inc.
Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. They are a wholly owned subsidiary of Regions Bank and their ultimate parent is Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with its clients. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Equities | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Auburn University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Alabama at Birmingham | College/University | President Undergraduate Degree Masters Business Admin Masters Business Admin Doctorate Degree | |
Manderson Graduate School of Business At University of Alabama | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Georgia | College/University | Graduate Degree Undergraduate Degree | |
First Commercial Bank (U.S.A.)
First Commercial Bank (U.S.A.) Regional BanksFinance Part of Republic Bancorp, Inc. (Kentucky), First Commercial Bank (U.S.A.) is a financial institution based in Alhambra, CA. The bank offers personal and commercial banking services, including loans, online banking, bill pay, and international services. The company prides itself on putting the customer first and providing excellent service. The bank emphasizes online security and privacy and advises customers not to submit confidential information via email. In 2012, Republic Bank & Trust Co. (Louisville, Kentucky) acquired First Commercial Bank (U.S.A. from Federal Deposit Insurance Corp. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Doctorate Degree Graduate Degree | |
Founders Advisors LLC
Founders Advisors LLC Investment ManagersFinance Founders Investment Banking LLC provides financial and strategic advisory services. It offers mergers and acquisition, restructuring, divesture, recapitalization, debt and equity financing, negotiation assistance, valuation, fairness opinion, and due diligence advisory services. The company was founded by Duane P. Donner II in 2003 and is headquartered in Birmingham, AL. | Investment Managers | Private Equity Analyst President | |
Cortado Capital LLC
Cortado Capital LLC Investment ManagersFinance Cortado Capital LLC (Cortado Capital) is a venture capital firm founded by Nathaniel Harding, David Woods, and Mike Moradi in 2017. The firm is headquartered in Oklahoma. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Tulane University (Louisiana) | College/University | Masters Business Admin Graduate Degree | |
UAB Health Systems
UAB Health Systems Hospital/Nursing ManagementHealth Services UAB Health Systems specializes in orthopaedics, which deals with injuries and diseases affecting the musculoskeletal system. The private company is based in Birmingham, AL and has subsidiaries in the United States. UAB is recognized as one of the top transplant centers in the country, with a history of achievement in organ transplantation. UAB Medicine is a top academic medical center and a leader in quality patient care, research, and training. UAB Women & Infants Services provides assistance with planned and unexpected health needs. | Hospital/Nursing Management | Chairman Corporate Officer/Principal | |
Covenant Capital Group LLC
Covenant Capital Group LLC Investment ManagersFinance Founded in 2001 by Govan White, Covenant Capital Group is a real estate private equity fund located in Nashville, Tennessee | Investment Managers | Corporate Officer/Principal Investment Committee Member | |
Government of the United States of America | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Mississippi State University | College/University | Undergraduate Degree Undergraduate Degree | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Highland Associates, Inc.
Highland Associates, Inc. Investment ManagersFinance Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals. | Investment Managers | Analyst-Equity | |
SINO SPLENDID HOLDINGS LIMITED | Publishing: Books/Magazines | Director/Board Member | |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Kayne Anderson Capital Advisors LP (Growth Private Equity)
Kayne Anderson Capital Advisors LP (Growth Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Growth Private Equity) (Kayne Anderson Capital) is a private equity subsidiary of Kayne Anderson Capital Advisors LP firm founded in 2002. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
BP Capital Fund Advisors LLC
BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity | |
Sibling Capital LLC
Sibling Capital LLC Investment ManagersFinance Sibling Capital LLC (Sibling Capital) is a private equity firm founded in 2012 by Sandra I. Coufal and Brian M. Isern. The firm is headquartered in Santa Fe, California. | Investment Managers | Founder | |
Ranch Hand Supply Co. LLC
Ranch Hand Supply Co. LLC RestaurantsConsumer Services Ranch Hand Supply Co. LLC engages in the operation of restaurant. It specializes in salads and protein bowls. The company was founded in 2017 and is headquartered in Austin, TX. | Restaurants | Director/Board Member | |
Orlando Magic Ltd.
Orlando Magic Ltd. Movies/EntertainmentConsumer Services Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL. | Movies/Entertainment | Corporate Officer/Principal | |
Preferred Sands, Inc.
Preferred Sands, Inc. Construction MaterialsNon-Energy Minerals Preferred Sands, Inc. provides sand-based proppant solutions. It operates through the sand and coated technology segments. The sand segment focuses on mining, processing, and distributing frac sand sold under supply agreements to oil and natural gas customers in connection with hydraulic fracturing of oil and natural gas wells. The company was founded by Michael O’Neill in 1992 and is headquartered in Radnor, PA. | Construction Materials | Director/Board Member | |
WEATHERFORD INTERNATIONAL PLC | Oilfield Services/Equipment | Director/Board Member | |
Convention Models & Talent, Inc.
Convention Models & Talent, Inc. Personnel ServicesCommercial Services Convention Models & Talent, Inc. provides trade show and event staffing services. It provides full-service capabilities for tradeshows, events and alcohol promotions across the country and around the world. It offers tradeshow and event staffing and also provides the talent and customer service in the industry and to ensure world-class events for its customers. The company was founded by Shelly Justice in 2001 and is headquartered in Atlanta, GA. | Personnel Services | Corporate Officer/Principal | |
Randall-Reilly LLC
Randall-Reilly LLC Data Processing ServicesTechnology Services Randall-Reilly LLC engages in the provision of media and information services. Its services include digital and content marketing, custom events, and search engine optimization consulting. The company was founded by Henry Pettus Randall Jr. in 1934 and is headquartered in Tuscaloosa, AL. | Data Processing Services | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 34 |
Hongkong | 5 |
Canada | 2 |
Sectoraal
Finance | 18 |
Consumer Services | 11 |
Commercial Services | 4 |
Technology Services | 4 |
Non-Energy Minerals | 3 |
Operationeel
Corporate Officer/Principal | 99 |
Undergraduate Degree | 78 |
Director/Board Member | 66 |
President | 26 |
Analyst-Equity | 22 |
Sterkste connecties
Insiders | |
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Thomas Nichols | 20 |
Mario Yzaguirre | 19 |
Wynetka Ann Reynolds | 18 |
Ghassan Shawli | 13 |
David Mims | 13 |
David S. King | 10 |
Andrew A. Sorensen | 10 |
Alison O'Neill | 10 |
Sean Kouplen | 8 |
Geoff Meacham | 8 |
V. Nathaniel Hansford | 8 |
Luke R. Tashie | 7 |
James Darnell | 7 |
Viola Acoff | 7 |
Brian M. Isern | 6 |
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