Paul Whitney Davis
Analyst-Equity bij SRS Capital Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Paul Whitney Davis
Entiteit | Type entiteit | Industrie | |
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Denison University
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| College/University | Other Consumer Services | 49 |
SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. (SRS) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They were acquired in 2024 by Arax Investment Partners LLC, which is owned by Arax Business Trust. SRS specializes in customized investment platforms and highly sophisticated wealth planning solutions for high-net-worth families and individuals, businesses, and foundations.
3
| Subsidiary | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Paul Whitney Davis via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Head-Fixed Income Invts | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Portfolio Manager-Fixed Income | |
PROCTER & GAMBLE COMPANY | Household/Personal Care | Sales & Marketing | |
PGIM, Inc.
PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a subsidiary of PGIM Holding Co. LLC, owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses that specializes in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Investment Managers | Portfolio Manager-Fixed Income | |
SPDR S&P 500 ETF TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
AFFILIATED MANAGERS GROUP, INC. | Investment Managers | Director/Board Member | |
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
Citigroup Global Markets Ltd.
Citigroup Global Markets Ltd. Investment Banks/BrokersFinance Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets. | Investment Banks/Brokers | President Chief Executive Officer | |
Citigroup Global Markets Europe AG
Citigroup Global Markets Europe AG Investment Banks/BrokersFinance Citigroup Global Markets Europe AG is the German brokerage subsidiary of Citigroup Global Markets Finance Corp. & Co. beschkränkt, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Frankfurt, the firm was founded in 1926 and provides a full spectrum of brokerage services that allows clients to access equity trading, such as shares, ETFs and Fixed Income securities across the world on 37 different stock markets. Equities include common stocks, preferred shares, ETFs and Depositary Receipts. Fixed Incomes include Corporate and Governments bonds trading in a wide range of currencies, coupon types and maturity ranges, both Investment Grade and non-Investment Grades. | Investment Banks/Brokers | Chief Executive Officer | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Corporate Officer/Principal | |
Vanderbilt University | College/University | Masters Business Admin Graduate Degree | |
AKBANK T.A.S. | Regional Banks | Director/Board Member Director/Board Member | |
Bradford Equities Management LLC
Bradford Equities Management LLC Investment ManagersFinance Bradford Equities Management LLC (BEM) is a private equity firm founded in 1974. The firm is headquartered in White Plains, New York. | Investment Managers | Private Equity Investor | |
Sun Medical, Inc.
Sun Medical, Inc. Medical DistributorsDistribution Services Sun Medical, Inc. distributes specialty medical devices. It offers maternal childcare, surgical laser, smoke evacuation and patient communication services. The company is headquartered in Quinlan, TX. | Medical Distributors | President | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Masters Business Admin | |
University of Denver | College/University | Masters Business Admin Masters Business Admin | |
Messer Construction Co.
Messer Construction Co. Engineering & ConstructionIndustrial Services Messer Construction Co. provides construction management and general building construction services. It offers building systems group, estimating, lean construction, and prefabrication.. The company was founded by Frank Messer in 1932 and is headquartered in Cincinnati, OH. | Engineering & Construction | Director/Board Member | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Chief Executive Officer | |
Currier Museum of Art
Currier Museum of Art Other Consumer ServicesConsumer Services Currier Museum of Art is a non-profit company based in Manchester, NH. | Other Consumer Services | Director/Board Member | |
Detroit Regional Chamber
Detroit Regional Chamber Miscellaneous Commercial ServicesCommercial Services Detroit Regional Chamber operates as a chamber of commerce. Its activities and initiatives are centered on four strategic pillars: economic development, regional collaboration, education reform and member value. The company was founded in 1903 and is headquartered in Detroit, MI. | Miscellaneous Commercial Services | Chairman | |
Detroit Economic Club
Detroit Economic Club Miscellaneous Commercial ServicesCommercial Services Detroit Economic Club is a non profit organization committed to the discussion and debate of important business, government and social issues. It provides a platform for distinguished international dignitaries and business leaders, who represent the changing global environment. The company was founded in 1934 and is headquartered in Detroit, MI. | Miscellaneous Commercial Services | Director/Board Member | |
The Nature Conservancy
The Nature Conservancy Miscellaneous Commercial ServicesCommercial Services The Nature Conservancy in Michigan is a conservation organization working around the world to protect land and waters for nature and people. The company is headquartered in Lansing, MI. | Miscellaneous Commercial Services | Director/Board Member | |
Citigroup Global Markets (Pty) Ltd.
Citigroup Global Markets (Pty) Ltd. Investment Banks/BrokersFinance Founded in 1995, Citigroup Global Markets (Pty) Ltd. is a brokerage services provider. The company is based in Sandton, South Africa and is a subsidiary of Citigroup, Inc. | Investment Banks/Brokers | President Chief Executive Officer | |
Common Sense Media, Inc.
Common Sense Media, Inc. Miscellaneous Commercial ServicesCommercial Services Common Sense Media, Inc. provides ratings and reviews of media and entertainment based on child development. The company was founded by Omar Khan, Linda Burch, Liz Perle and James P. Steyer in 2003 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Ron Hopkins Ford, Inc.
Ron Hopkins Ford, Inc. Specialty StoresRetail Trade Ron Hopkins Ford, Inc. provides automotive sales and services. The firm provides new cars, trucks, SUVs and crossovers. It also offers pre-owned used cars, accessories and trucks. The company was founded in 1982 and is headquartered in Elgin, IL. | Specialty Stores | Sales & Marketing | |
Citigroup Foundation | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients. | Investment Managers | Investment Committee Member Head-Equity Investments | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
US Air Force | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
The Association for Financial Markets in Europe
The Association for Financial Markets in Europe Miscellaneous Commercial ServicesCommercial Services The Association for Financial Markets in Europe, also known as AFME, represents the leading banks and other significant capital market players in Europe. The British company is working with its members to make a positive contribution to the European insolvency reform debate. Adam Farkas has been the CEO of the private company since 2020. | Miscellaneous Commercial Services | Director/Board Member | |
Caerus Ventures LLC
Caerus Ventures LLC Investment ManagersFinance Caerus Ventures LLC (Caerus Ventures) is a venture capital firm founded in 2011 by Gregory C. Borchardt, Brodi D. Jackson, and James C. Holmes. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Consultant / Advisor | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Citibank NA /Cameroon Branch/
Citibank NA /Cameroon Branch/ Major BanksFinance Citibank NA provides banking services. The company was founded in 2007 and is headquartered in Douala, Cameroon. | Major Banks | Chief Executive Officer | |
The National Commission on Teaching & America's Future
The National Commission on Teaching & America's Future Miscellaneous Commercial ServicesCommercial Services The National Commission on Teaching & America's Future provides educational services. The firm engages education policymakers and practitioners to address the entrenched challenge of recruiting, developing, and retaining teachers in order to ensure that all students have access to teaching in schools. The company was founded by Linda Darling-Hammond and James Baxter Hunt, Jr. in 1994 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 44 |
Verenigd Koninkrijk | 3 |
Zwitserland | 2 |
Turkije | 2 |
Zuid-Afrika | 2 |
Sectoraal
Finance | 24 |
Consumer Services | 10 |
Commercial Services | 8 |
Miscellaneous | 3 |
Process Industries | 3 |
Operationeel
Director/Board Member | 132 |
Corporate Officer/Principal | 109 |
Undergraduate Degree | 53 |
President | 39 |
Chief Executive Officer | 34 |
Sterkste connecties
Insiders | |
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Art Steinmetz | 47 |
William Joseph Mills | 21 |
Don B. Taylor | 19 |
Steven H. Maxwell | 18 |
James Charles Cowles | 15 |
Joseph Redmond | 14 |
Dwight Churchill | 14 |
Stephen R. Polk | 13 |
Donnell Anthony Segalas | 12 |
Laura Quatela | 12 |
Steven Schwarzwaelder | 11 |
Peter Craddock | 11 |
Alberto J. Verme | 11 |
John A. Ughetta | 10 |
Jeffrey Zimmer | 10 |
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