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Matt Daniel
Oprichter bij Thompson Davis & Co., Inc. (Investment Management)
Oorsprong van het eerstegraads netwerk van Matt Daniel
Entiteit | Type entiteit | Industrie | |
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Thompson Davis & Co., Inc. (Investment Management)
![]() Thompson Davis & Co., Inc. (Investment Management) Investment ManagersFinance Thompson Davis & Co., Inc. (Investment Management), do-business-as Thompson Davis Asset Management (TDAM), is the investment management division of Thompson Davis & Co., Inc., a broker/dealer firm headquartered in Richmond, Virginia. TDAM was founded in 2002 and provides discretionary investment supervisory and management services to individuals, corporations or other business entities, trusts, estates, charitable organizations, and retirement plans.
12
| Operating Division | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Matt Daniel via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Thompson Davis & Co., Inc.
![]() Thompson Davis & Co., Inc. Investment Banks/BrokersFinance Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate. | Investment Banks/Brokers | Founder Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity Trading-Equity | |
University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Virginia Commonwealth University | College/University | Undergraduate Degree Graduate Degree | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity | |
Longwood University | College/University | Undergraduate Degree | |
Union Bank & Trust
![]() Union Bank & Trust Regional BanksFinance Union Bank & Trust operates as a community bank. It offers personal and business banking, lending services, and mortgages. The firm’s services include checking, lending, online and mobile banking, treasury management, real estate construction loans, and VHDA loans. The company was founded in 1993 and is headquartered in Ruther Glen, VA. | Regional Banks | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Finance One U.S., Inc.
![]() Finance One U.S., Inc. Investment Banks/BrokersFinance Finance One U.S., Inc. provides security and commodity brokerage services. The private company is based in Los Angeles, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Virginia Military Institute | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
West Virginia University | College/University | Masters Business Admin | |
Commonwealth Construction Canada Ltd.
![]() Commonwealth Construction Canada Ltd. Engineering & ConstructionIndustrial Services Commonwealth Construction Canada Ltd. provides project development, management and construction services. The firm also provides trades contracting, general contracting and design and build contracting services. The company was founded in 1907 and is headquartered in Burnaby, Canada. | Engineering & Construction | Director of Finance/CFO | |
Tall Oaks Capital Partners LLC
![]() Tall Oaks Capital Partners LLC Investment ManagersFinance Tall Oaks Capital Partners LLC (Tall Oaks Capital) is a venture capital firm founded in 2000. The firm is headquartered in Charlottesville, Virginia. | Investment Managers | Private Equity Investor | |
Washington & Lee University | College/University | Undergraduate Degree | |
Davenport & Co. LLC
![]() Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. Founded in 1863, Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 26 |
Canada | 2 |
Sectoraal
Finance | 16 |
Consumer Services | 11 |
Industrial Services | 2 |
Operationeel
Corporate Officer/Principal | 22 |
Undergraduate Degree | 12 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 6 |
Founder | 5 |
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