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Wes Stoltz
Lid van de Investeringscommissie bij WEDGE Capital Management LLP
Oorsprong van het eerstegraads netwerk van Wes Stoltz
Entiteit | Type entiteit | Industrie | |
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WEDGE Capital Management LLP
![]() WEDGE Capital Management LLP Investment ManagersFinance WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm offers a variety of value-oriented equity and fixed income strategies for institutional investors.
40
| Private Company | Investment Managers | 40 |
Appalachian State University
17
| College/University | Other Consumer Services | 17 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Wes Stoltz via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Portfolio Manager-Fixed Income | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Private Equity Analyst | |
LIFESTORE FINANCIAL GROUP, INC. | Regional Banks | Director/Board Member | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal | |
CCM Investment Advisers LLC
![]() CCM Investment Advisers LLC Investment ManagersFinance CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers Corporate Finance LLC
![]() PricewaterhouseCoopers Corporate Finance LLC Investment ManagersFinance PricewaterhouseCoopers Corporate Finance LLC provides financial advisory services. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Pamlico Capital Management LP
![]() Pamlico Capital Management LP Investment ManagersFinance Pamlico Capital Management LP (Pamlico Capital) is a private equity firm founded in 1988 by Frederick W. Eubank II, Watts L. Hamrick III and Scott Bullock Perper. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor | |
Credit Suisse Asset Management Ltd.
![]() Credit Suisse Asset Management Ltd. Investment ManagersFinance Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals. | Investment Managers | Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
Vanderbilt University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
![]() Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Equity | |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
RSM US LLP
![]() RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wake Forest University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
McIntire School of Commerce | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Corrum Capital Management LLC
![]() Corrum Capital Management LLC Investment ManagersFinance Corrum Capital Management LLC (Corrum Capital) is an independent private equity firm founded in 2013 by Jason Cipriani and Jonathan Mandle. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Compliance Officer Private Equity Investor | |
Indiana University | College/University | Graduate Degree Undergraduate Degree | |
Western Carolina University | College/University | Graduate Degree Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
OpenView Investments LLC
![]() OpenView Investments LLC Investment ManagersFinance OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Emerson College | College/University | Graduate Degree | |
Da Capo Press LLC
![]() Da Capo Press LLC Financial ConglomeratesFinance Da Capo Press has been publishing quality hardcovers and paperbacks in American and world history, biography, music, especially jazz, film, art, photography, sports, humor,.and more recently, popular culture.Da Capo Lifelong Books features a wide array of authors and books on pregnancy, parenting, health, fitness and relationships. | Financial Conglomerates | Corporate Officer/Principal | |
PBM Graphics, Inc.
![]() PBM Graphics, Inc. Commercial Printing/FormsCommercial Services PBM Graphics, Inc. provides commercial printing products and services. It offers pre-press, printing, binding, finishing and packaging services across North Carolina and South Dakota. Its products include cards, advertising collateral, business forms and envelopes as well as direct mail materials. The company was founded by Terry Pegram in 1983 and is headquartered in Research Triangle Park, NC. | Commercial Printing/Forms | Corporate Officer/Principal | |
Wentworth Printing Corp
![]() Wentworth Printing Corp Commercial Printing/FormsCommercial Services Part of Chatham Asset Partners LP, Wentworth Printing Corp is a company that provides full service commercial printing services. The company is based in Columbia, SC. Wentworth Printing was acquired by Consolidated Graphics, Inc. on April 15, 1999. | Commercial Printing/Forms | Corporate Officer/Principal | |
Emory University | College/University | Undergraduate Degree | |
Virtus Fund Advisers LLC
![]() Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Investment Managers | Portfolio Manager-Equities | |
Miami University | College/University | Undergraduate Degree | |
Russian Academy of Sciences | College/University | Doctorate Degree | |
Darla Moore School of Business | College/University | Masters Business Admin | |
Urals State University of Economics | College/University | Graduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
Ameriprise Financial Services LLC (Investment Management)
![]() Ameriprise Financial Services LLC (Investment Management) Investment ManagersFinance Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts. | Investment Managers | Corporate Officer/Principal | |
North Carolina State University | College/University | Undergraduate Degree | |
THE CARLYLE GROUP INC. | Investment Managers | Private Equity Investor | |
Plexus Capital LLC
![]() Plexus Capital LLC Investment ManagersFinance Plexus Capital LLC (Plexus Capital) is a private equity firm founded in 2005 by Kel Landis. The firm headquartered in Raleigh, North Carolina. | Investment Managers | Chief Operating Officer | |
Biden Foundation
![]() Biden Foundation Miscellaneous Commercial ServicesCommercial Services The Biden Foundation is a non-profit organization that is dedicated to protecting and advancing the rights and opportunities of all people. | Miscellaneous Commercial Services | Consultant / Advisor |
Statistieken
Internationaal
Verenigde Staten | 47 |
Rusland | 3 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 19 |
Commercial Services | 7 |
Consumer Durables | 2 |
Operationeel
Corporate Officer/Principal | 64 |
Undergraduate Degree | 49 |
Analyst-Equity | 32 |
Investment Committee Member | 32 |
Masters Business Admin | 25 |
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