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Melanie Luther Nichols
Lid van de Investeringscommissie bij Waverly Advisors LLC (Alabama)
Oorsprong van het eerstegraads netwerk van Melanie Luther Nichols
Entiteit | Type entiteit | Industrie | |
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Waverly Advisors LLC (Alabama)
![]() Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.
15
| Subsidiary | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Melanie Luther Nichols via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Analyst-Equity | |
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 | Portfolio Manager-Equities | |
Pitcairn Group LP
![]() Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Samford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Alabama | College/University | Masters Business Admin Undergraduate Degree | |
Auburn University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Alabama at Birmingham | College/University | Graduate Degree Graduate Degree | |
Birmingham-Southern College | College/University | Undergraduate Degree Undergraduate 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 | Director of Research - Equity | |
Zurich Alternative Asset Management LLC
![]() Zurich Alternative Asset Management LLC Investment ManagersFinance Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes. | Investment Managers | Corporate Officer/Principal | |
Valparaiso University | College/University | Undergraduate Degree | |
University of Kentucky | College/University | Graduate Degree | |
Faulkner University | College/University | Undergraduate Degree | |
REGIONS FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
HC Advisors LLC
![]() HC Advisors LLC Investment ManagersFinance HC Advisors LLC is an independent, SEC-registered investment adviser and wealth management firm headquartered in Sandy Springs, Georgia. The firm was founded by Daniel Henning in 2012. HC Advisors offers personalized investment advisory services to high net-worth individuals, business owners, and corporate executives. | Investment Managers | Corporate Officer/Principal | |
Strategiq Financial Group LLC
![]() Strategiq Financial Group LLC Investment ManagersFinance StrategIQ Financial Group LLC (StrategIQ) is a SEC-registered investment advisor headquartered in Merrillville, Indiana. The firm was founded in 1996 and formerly known as Strategic Financial Group LLC. In 2024, they were acquired by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. StrategIQ offers investment management, financial planning, and consulting services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Watkins & Eager PLLC
![]() Watkins & Eager PLLC Miscellaneous Commercial ServicesCommercial Services Watkins & Eager PLLC provides legal services. Its practice areas includes litigation, business, government and administrative law. The company was founded by William Hamilton Watkins in 1895 and is headquartered in Jackson, MS. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Florida | College/University | Graduate Degree | |
Vanderbilt University | College/University | Graduate Degree | |
Mississippi College | College/University | Undergraduate Degree | |
Soundpath Investment Advisors LLC
![]() Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Investment Managers | Compliance Officer | |
Welch Hornsby, Inc.
![]() Welch Hornsby, Inc. Investment ManagersFinance Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL. | Investment Managers | Corporate Officer/Principal | |
CAPITALSOUTH BANCORP. | Regional Banks | Director/Board Member | |
University of Montevallo | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 31 |
Singapore | 2 |
Sectoraal
Finance | 17 |
Consumer Services | 14 |
Commercial Services | 3 |
Operationeel
Portfolio Manager-Equities | 15 |
Undergraduate Degree | 14 |
Corporate Officer/Principal | 12 |
Investment Committee Member | 7 |
Graduate Degree | 5 |
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