Whit Davis
Portefeuillebeheerder-Aandelen bij Edge Capital Partners LLC
Oorsprong van het eerstegraads netwerk van Whit Davis
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Edge Advisors LLC
 Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth.
19
| Subsidiary | Investment Managers | 19 |
Edge Capital Partners LLC
 Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA.
10
| Subsidiary | Investment Managers | 10 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Whit Davis via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| SOUTHERN FIRST BANCSHARES, INC. | Regional Banks | Director/Board Member | |
Goldman Sachs Bank AG
 Goldman Sachs Bank AG Major BanksFinance Goldman Sachs Bank AG engages in the provision of banking and financial services. Its business activities also include securities trading, asset management, and investment consulting. The company was founded on May 27, 1992 and is headquartered in Zurich, Switzerland. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Director of Research - Equity Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgia State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Glenmore Advisors LLC
 Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
The Woodruff Arts Center
 The Woodruff Arts Center Specialty StoresRetail Trade The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA. | Specialty Stores | Director/Board Member | |
Southern First Bank (South Carolina)
 Southern First Bank (South Carolina) Regional BanksFinance Southern First Bank operates as a nationally chartered commercial bank. It provides cash management services, such as online banking; automated clearing house and wire transfers; business checking accounts; money market accounts; and certificates of deposit. The company was founded by Art Seaver in 2000 headquartered in Greenville, SC. | Regional Banks | Director/Board Member | |
| University of Vermont | College/University | Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin | |
High Museum of Art
 High Museum of Art Other Consumer ServicesConsumer Services The High Museum of Art is a cultural institution that aims to bring together communities through art. The High Museum of Art is based in Atlanta, GA. The non-profit company's mission is to inspire and encourage visitors to discover new ideas and perspectives. The museum provides a space for people to connect with each other and with art. | Other Consumer Services | Director/Board Member | |
| Goizueta Business School-Emory | College/University | Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin | |
| University of North Texas | College/University | Undergraduate Degree | |
UPS Capital Corp.
 UPS Capital Corp. Finance/Rental/LeasingFinance UPS Capital Corp. is focused primarily on providing financial services to businesses whose supply chains span international borders, such as U.S.-based businesses that manufacture or import goods overseas for sale in the U.S. The company was founded in 1998 and is headquartered in Atlanta, GA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| ECHOSTAR CORPORATION | Specialty Telecommunications | Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
| Georgia Institute of Technology | College/University | Undergraduate Degree | |
| Kennesaw State University | College/University | Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| University of South Carolina | College/University | Undergraduate 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 | |
| The Johns Hopkins University | College/University | Graduate Degree | |
| Emory University | College/University | Masters Business Admin | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Georgia | College/University | Masters Business Admin | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Morehouse College | College/University | Undergraduate Degree | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| MidAmerica Nazarene University | College/University | Undergraduate Degree | |
| Furman University | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Zwitserland | 2 |
| Spanje | 2 |
Sectoraal
| Consumer Services | 24 |
| Finance | 17 |
| Commercial Services | 4 |
| Communications | 3 |
| Retail Trade | 2 |
Operationeel
| Corporate Officer/Principal | 24 |
| Portfolio Manager-Equities | 22 |
| Undergraduate Degree | 21 |
| Analyst-Equity | 17 |
| Director/Board Member | 11 |
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