William Lorton
Analyst-Equity bij Capital Advisors, Inc. (Oklahoma)
Oorsprong van het eerstegraads netwerk van William Lorton
Entiteit | Type entiteit | Industrie | |
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Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.
16
| Private Company | Investment Managers | 16 |
University of Oklahoma
14
| College/University | Other Consumer Services | 14 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met William Lorton via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Oklahoma Gas & Electric Co.
Oklahoma Gas & Electric Co. Alternative Power GenerationUtilities Oklahoma Gas & Electric Co. generates, transmits, distributes, and sells electric energy in Oklahoma and western Arkansas. It owns and operates coal-fired, natural gas-fired, and wind-powered generating facilities. It provides energy management solutions to the firm's customers through the smart grid program. The company was founded on February 27, 1902 and is headquartered in Oklahoma City, OK. | Alternative Power Generation | Director/Board Member | |
PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
OGE ENERGY CORP. | Electric Utilities | Director/Board Member | |
Arvest Investments, Inc.
Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Analyst-Fixed Income | |
ValueAct Capital Management LP
ValueAct Capital Management LP Investment ManagersFinance ValueAct Capital Management LP (ValueAct Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by Jeffrey Ubben, Peter Kamin and George Hamel. They are a subsidiary of ValueAct Holdings II LP, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). ValueAct Capital provides discretionary investment advice and management services to private investment funds and certain other investment vehicles. | Investment Managers | Analyst-Equity | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Director of Research - Equity | |
UMB Bank, NA
UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Major Banks | Corporate Officer/Principal | |
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 | Masters Business Admin | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Trading-Equity | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Trading-Equity | |
The University of Tulsa | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northeastern State University | College/University | Undergraduate Degree Undergraduate Degree | |
Boyd Street Ventures LLC
Boyd Street Ventures LLC Investment ManagersFinance Boyd Street Ventures LLC (Boyd Street Ventures) is a venture capital firm founded in 2021 by James Spann. The firm is headquartered in Norman, Oklahoma. | Investment Managers | Consultant / Advisor Private Equity Investor | |
Atento Capital LLC
Atento Capital LLC Investment ManagersFinance Atento Capital LLC (Atento Capital) is a venture capital firm founded in 2020 by Michael Basch and William Gray. The firm is headquartered in Tulsa, Oklahoma. | Investment Managers | Private Equity Investor | |
Colgate University | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
University of South Alabama | College/University | Undergraduate Degree | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
University of Missouri | College/University | Undergraduate Degree | |
Texas Tech University | College/University | Undergraduate Degree | |
University of San Diego | College/University | Undergraduate Degree | |
Ip2Biz LLC | Chief Executive Officer | ||
Argonaut Private Equity LLC
Argonaut Private Equity LLC Investment ManagersFinance Argonaut Private Equity LLC (Argonaut Private Equity) is a private equity firm founded in 2002 by Jason Martin and George B. Kaiser. The firm is headquartered in Tulsa, Oklahoma. | Investment Managers | Private Equity Analyst | |
University of California, Berkeley | College/University | Masters Business Admin | |
Intrepid Financial Partners LLC
Intrepid Financial Partners LLC Regional BanksFinance Intrepid Financial Partners LLC is a merchant bank that provides advisory and investing platforms to companies and investors in the energy sector. The private company is based in New York, NY and has subsidiaries in the United States. The company offers mergers & acquisitions, restructuring, and capital markets services, as well as makes principal equity and debt investments. Intrepid leverages the deep industry knowledge, relationships, and capital-raising expertise of its principals on behalf of its clients and investors. | Regional Banks | Private Equity Analyst | |
Fenway Summer Investment Management LLC
Fenway Summer Investment Management LLC Investment ManagersFinance Fenway Summer Investment Management LLC (Fenway Summer) is a venture capital firm founded in 2013 by Raj Date. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Chief Operating Officer | |
Elon University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Graduate Degree | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
Oklahoma Life Science Fund
Oklahoma Life Science Fund Investment ManagersFinance Oklahoma Life Science Fund (Oklahoma Life Science Fund) is a venture capital firm founded in 2000. The firm headquartered in Tulsa, Oklahoma. | Investment Managers | Private Equity Investor | |
Price College of Business | College/University | Masters Business Admin | |
BOKF, NA
BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Investment Managers | Corporate Officer/Principal | |
Cayuse LLC
Cayuse LLC Packaged SoftwareTechnology Services Cayuse LLC engages in the design and development of eResearch administration (eRA) solutions. The firm offers pre-award, post-award, compliance solutions, and research suite. The company was founded by Christian Harker in 1994 and is headquartered in Portland, OR. | Packaged Software | Corporate Officer/Principal | |
The Urban Land Institute
The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chairman | |
The University of Colorado | College/University | Undergraduate Degree | |
Holland Hall
Holland Hall Other Consumer ServicesConsumer Services Holland Hall provides education services. The firm offers primary, middle, and upper school facilities. Its campus facilities includes creeks and ponds, an outdoor classroom, a regionally-recognized 5K wooded trail, numerous athletic fields, and playgrounds. The company was founded on September 21, 1922 and is headquartered in Tulsa, OK. | Other Consumer Services | Director/Board Member | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Humphreys Real Estate Investments LLC | Chairman |
Statistieken
Internationaal
Verenigde Staten | 48 |
Sectoraal
Finance | 23 |
Consumer Services | 20 |
Utilities | 3 |
Technology Services | 2 |
Commercial Services | 2 |
Operationeel
Undergraduate Degree | 28 |
Director/Board Member | 22 |
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 12 |
Masters Business Admin | 6 |
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