Tim Courtney
Chief Investment Officer bij Exencial Wealth Advisors LLC
Oorsprong van het eerstegraads netwerk van Tim Courtney
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Oklahoma State University
72
| College/University | Other Consumer Services | 72 |
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.
11
| Private Company | Investment Managers | 11 |
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities.
1
| Extinct | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tim Courtney via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CHESAPEAKE ENERGY CORPORATION | Integrated Oil | Corporate Officer/Principal General Counsel | |
| ONEOK, INC.. | Oil & Gas Pipelines | Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal | |
| WILLIAMS COMPANIES | Oil & Gas Pipelines | General Counsel Director of Finance/CFO | |
| ONEOK PARTNERS LP | Oil & Gas Pipelines | Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal | |
Koch Industries, Inc.
 Koch Industries, Inc. Oil Refining/MarketingEnergy Minerals Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS. | Oil Refining/Marketing | Corporate Officer/Principal Corporate Officer/Principal | |
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
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 Comptroller/Controller/Auditor | |
| University of Oklahoma | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Oklahoma City University | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin | |
| Oklahoma State University Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| WILLIAMS PARTNERS LP | Oil & Gas Pipelines | General Counsel Comptroller/Controller/Auditor Investor Relations Contact | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| NGL ENERGY PARTNERS LP | Oil & Gas Pipelines | Director/Board Member Director/Board Member | |
PT Bahana Sekuritas
 PT Bahana Sekuritas Investment Banks/BrokersFinance PT Bahana Sekuritas is a company based in Jakarta, Indonesia. The Indonesian company provides securities brokerage, underwriting, and financial advisory services. It is ultimately controlled by the Government of Indonesia. The company was founded in 1993. Edward Parlindungan Lubis has been the CEO of the company since 2020. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| PT Northstar Pacific Capital | Corporate Officer/Principal Director/Board Member | ||
White Star Petroleum LLC
 White Star Petroleum LLC Oil & Gas ProductionEnergy Minerals White Star Petroleum LLC operates as an independent oil and natural gas company. It focuses on the acquisition, development, operation and production of unconventional oil and natural gas properties. The company was founded by Aubrey Kerr McClendon in 2013 and is headquartered in Oklahoma City, OK. | Oil & Gas Production | Director of Finance/CFO Chief Executive Officer | |
ISN Software UK Ltd.
 ISN Software UK Ltd. Data Processing ServicesTechnology Services Part of ISN Software Corp., ISN Software UK Ltd. is a corporate IT managed service provider based on the Prince2 framework. Founded in 2010, the company provides professional IT consultancy services to businesses in London, UK and beyond. The British company works with clients to identify and deploy new technologies and solutions, and offer guidance on ICT audits, planning, investment, and more. | Data Processing Services | Director/Board Member Director/Board Member | |
| Indonesian Chamber of Commerce & Industry | Chairman Corporate Officer/Principal | ||
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
ONEOK Partners GP LLC
 ONEOK Partners GP LLC Gas DistributorsUtilities Part of ONEOK, Inc., ONEOK Partners GP LLC operates a natural gas distribution system. The company is based in Tulsa, OK. | Gas Distributors | Corporate Officer/Principal Director of Finance/CFO | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| PT ESSA INDUSTRIES INDONESIA TBK. | Oil Refining/Marketing | Corporate Officer/Principal Corporate Officer/Principal | |
NGL Energy Holdings LLC
 NGL Energy Holdings LLC Financial ConglomeratesFinance Part of NGL Energy Partners LP, NGL Energy Holdings LLC functions as an investment holding company. The company is based in Tulsa, OK. H. Michael Krimbill has been the CEO of the company since 2010. | Financial Conglomerates | Director/Board Member Director/Board Member | |
ISN Software Corp.
 ISN Software Corp. Internet Software/ServicesTechnology Services ISN Software Corp. provides online contractor management database services. Its services includes information collection, accuracy verification and results reporting. It is designed to meet internal and governmental record keeping and compliance requirements. The firm is a global resource for connecting hiring clients with safe and reliable contractors. The company was founded in 2001 and is headquartered in Dallas, TX. | Internet Software/Services | Chairman Chief Executive Officer | |
Oklahoma Society of Certified Public Accountants
 Oklahoma Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Oklahoma Society of Certified Public Accountants was founded in 1918 and provides auditing and accounting services. The private company is based in Oklahoma City, OK. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Pt Beringin Utama | Chief Operating Officer | ||
| VCPLUS LIMITED | Precious Metals | Founder | |
| University of Leicester | College/University | Masters Business Admin | |
| GBM RESOURCES LIMITED | Precious Metals | Director/Board Member | |
| Binus Business School | College/University | Graduate Degree | |
| PT MNC SKY VISION TBK | Specialty Telecommunications | Corporate Officer/Principal | |
| Villanova University School of Law | College/University | Graduate Degree | |
Angka Mining Sdn. Bhd.
 Angka Mining Sdn. Bhd. Precious MetalsNon-Energy Minerals Part of Vcplus Ltd., Angka Mining Sdn. Bhd. engages in gold mining. | Precious Metals | Director/Board Member | |
| Villanova University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
BlackRock Fund Advisors
 BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Investment Managers | Chief Operating Officer | |
Emergency Medical Services Authority
 Emergency Medical Services Authority Medical/Nursing ServicesHealth Services Emergency Medical Services Authority offers pre-hospital emergency medical care services. It provides ambulance service to more than 1.1 million residents in central and northeast Oklahoma. The company was founded in 1977 and is headquartered in Tulsa, OK. | Medical/Nursing Services | Director/Board Member | |
VitreosHealth, Inc.
 VitreosHealth, Inc. Medical/Nursing ServicesHealth Services VitreosHealth, Inc. provides healthcare services. It offers predictive population risk analytics for care management and contract optimization leveraging EHR, claims and demographics data for medical homes, physician groups, ACOs, hospital systems, IDNs, and shared savings programs. The firm's ACO-in-a-Box and PCMH-in-a-Box solutions delivers predictive chronic disease models for population state-of-health risk analysis and risk stratification, care management analytics and quality-cost-risk visibility and ACO demand planning for improving overall healthcare provider and payer performance. The company was founded by Kirit Pandit and P. Jayaram Reddy in 2009 and is headquartered in Plano, TX. | Medical/Nursing Services | Director/Board Member | |
| St. Bonaventure University | College/University | Graduate Degree | |
Blue Star Innovation Partners
 Blue Star Innovation Partners Investment ManagersFinance Blue Star Innovation Partners (Blue Star Innovation Partners) is a private equity firm founded in 2017 by Rob Wechsler. The firm is headquartered in Frisco, Texas. | Investment Managers | Private Equity Investor | |
Dallas Cowboys Football Club Ltd.
 Dallas Cowboys Football Club Ltd. Movies/EntertainmentConsumer Services Dallas Cowboys Football Club Ltd. owns and operates a professional American football franchise. It focus areas encompass football operations, scouting, stadium and game operations, brand development, broadcasting and marketing partnerships. The company was founded by Clint Murchison and Bedford Wynne on December 27, 1959 and is headquartered in Frisco, TX. | Movies/Entertainment | Director of Finance/CFO |
Statistieken
Internationaal
| Verenigde Staten | 33 |
| Indonesië | 8 |
| Verenigd Koninkrijk | 3 |
| Marokko | 2 |
| Singapore | 2 |
Sectoraal
| Consumer Services | 10 |
| Finance | 8 |
| Industrial Services | 6 |
| Commercial Services | 6 |
| Energy Minerals | 5 |
Operationeel
| Corporate Officer/Principal | 141 |
| Director/Board Member | 139 |
| Undergraduate Degree | 82 |
| Independent Dir/Board Member | 33 |
| Masters Business Admin | 27 |
Sterkste connecties
| Insiders | |
|---|---|
| Rosan Perkasa Roeslani | 31 |
| Meng Rui | 28 |
| Chiau-Woei Lim | 25 |
| Jennifer Grigsby | 23 |
| Chris Beall | 18 |
| Ali bin Hamsa | 16 |
| Rusty LaForge | 16 |
| Isenta Hioe | 14 |
| Rohani Parkash binti Abdullah | 12 |
| Ariani Vidya Sofjan | 11 |
| John Hart | 10 |
| Derek Reiners | 10 |
| Kevin Burdick | 9 |
| Joseph Eastin | 9 |
| Judd Brandon Cryer | 9 |
- Beurs
- Insiders
- Tim Courtney
- Bedrijfsconnecties
