Bert Dixon Barre
Compliance Officer bij Colonial Trust Advisors, Inc.
Oorsprong van het eerstegraads netwerk van Bert Dixon Barre
Entiteit | Type entiteit | Industrie | |
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Washington & Lee University
98
| College/University | Other Consumer Services | 98 |
Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina.
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| Subsidiary | Investment Managers | 7 |
Colonial Trust Group, Inc. (South Carolina)
Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC.
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| Private Company | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bert Dixon Barre via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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The Baupost Group LLC
The Baupost Group LLC Investment ManagersFinance The Baupost Group LLC (Baupost) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Seth Klarman in 1982 and is a subsidiary of The Baupost Group LP, which is owned by Baupost Group Holdings LP. Baupost serves as the managing general partner to various domestic investment limited partnerships. Investors, which may be high-net-worth individuals, corporations, charitable institutions, pension and profit-sharing plans, trusts, individual retirement accounts and other entities. | Investment Managers | Corporate Officer/Principal | |
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 Private Equity Analyst | |
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 Private Equity Investor | |
Jenny Craig, Inc.
Jenny Craig, Inc. Other Consumer ServicesConsumer Services Jenny Craig, Inc. provides weight loss program. It offers structure and support to help members lose weight and learn how to keep it off. The firm offers nutritionally-balanced menus such as entrees, desserts, and snacks. The company was founded by Sidney Craig and Jenny Craig in 1983 and is headquartered in Carlsbad, CA. | Other Consumer Services | Director/Board Member | |
UNITED RENTALS, INC. | Finance/Rental/Leasing | Investor Relations Contact | |
OrbiMed Advisors LLC
OrbiMed Advisors LLC Investment ManagersFinance OrbiMed Advisors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sven Borho and Carl Gordon in 1989. The firm provides discretionary investment management services to US and non-US public and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
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 | Corporate Officer/Principal Comptroller/Controller/Auditor | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin 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 Corporate Officer/Principal Analyst-Equity | |
Yale University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Virginia | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
EMP Management LLC
EMP Management LLC Investment ManagersFinance EMP Management LLC (Eagle Merchant Partners) is a private equity firm founded in 2013 by Ransom James. The firm is headquartered in Georgia, Atlanta. | Investment Managers | Founder Private Equity Investor | |
The Robinson-Humphrey Co. LLC /Institutional Business/ | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
McCombs School of Business | College/University | Masters Business Admin Graduate Degree | |
University of Michigan | College/University | Masters Business Admin Graduate Degree | |
Arcapita Corporate Investment
Arcapita Corporate Investment Investment ManagersFinance Arcapita Corporate Investment (ACI) is a private equity subsidiary of Arcapita Inc founded in 1997. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Investor Private Equity Analyst | |
The Carlyle Group LP (Global Private Equity)
The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Consultant / Advisor Public Communications Contact | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Harris Williams & Co.
Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Private Equity Analyst Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Georgia | College/University | Undergraduate Degree Masters Business Admin | |
Vanderbilt Owen Graduate School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
Hull Street Energy LLC
Hull Street Energy LLC Investment ManagersFinance Hull Street Energy LLC (Hull Street Energy) is a private equity firm founded in 2014 by Sarah Wright. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal | ||
University of South Carolina | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Rocky Mountain Institute
Rocky Mountain Institute Miscellaneous Commercial ServicesCommercial Services Rocky Mountain Institute is a non-profit organization that transforms energy use to clean and secure low carbon future. It engages in businesses, communities, institutions, and entrepreneurs to accelerate the adoption of market-based solutions that cost-effectively shift from fossil fuels to efficiency and renewables. It examining and facilitating market-based technology that will play a role in addressing the climate problem. The company was founded by Amory Lovin in 1982 and is headquartered in Basalt, CO. | Miscellaneous Commercial Services | Director/Board Member | |
Kelley School of Business | College/University | Masters Business Admin | |
Vision Ridge Partners LLC
Vision Ridge Partners LLC Investment ManagersFinance Vision Ridge Partners LLC (Vision Ridge Partners) is a firm founded in 2008 by Reuben Aguilar Samuels Munger. The firm is headquartered in Colorado, United States. | Investment Managers | Founder | |
StreetLight Data, Inc.
StreetLight Data, Inc. Packaged SoftwareTechnology Services StreetLight Data, Inc. delivers next-generation geospatial business intelligence for the in-store retail ecosystem. It repurposes and recombines data from traffic and transportation management systems, such as traffic jam alerts and navigation to help retailers understand the context in which their stores operate. The company was founded by Rich Miller, Paul Friedman and Laura Schewel in 2011 and is headquartered in San Francisco, CA. | Packaged Software | Director/Board Member | |
R Value, Inc.
R Value, Inc. Specialty StoresRetail Trade R Value, Inc. manufactures thermal window inserts. Its products are available in standard, acoustic, privacy, sleep panels, shade, museum and commercial grades. The firm's products provide thermal comfort and noise reduction. The company was founded by Samuel Pardue in November 2010 and is headquartered in Portland, OR. | Specialty Stores | Director/Board Member | |
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-Equity | |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 47 |
Australië | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 28 |
Consumer Services | 16 |
Commercial Services | 3 |
Distribution Services | 2 |
Technology Services | 2 |
Operationeel
Director/Board Member | 163 |
Corporate Officer/Principal | 149 |
Undergraduate Degree | 95 |
Analyst-Equity | 57 |
Private Equity Investor | 57 |
Sterkste connecties
Insiders | |
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Andy Crawford Crawford | 24 |
Reuben Munger | 21 |
Cam Dyer | 21 |
Robert C. Covington | 20 |
M. Burns | 20 |
Clay Richards | 18 |
William David Christ | 18 |
Keith E. Alessi | 17 |
Ransom James | 16 |
Bret D. Bowerman | 14 |
Mike Burton | 14 |
John Reed | 13 |
Jeffrey Laborde | 13 |
Douglas Ghertner | 13 |
Taylor Beaupain | 13 |
- Beurs
- Insiders
- Bert Dixon Barre
- Bedrijfsconnecties