Oorsprong van het eerstegraads netwerk van Bill Roach
Entiteit | Type entiteit | Industrie | |
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Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families
27
| Extinct | Investment Managers | 27 |
Synovus Trust Co. NA (Investment Management)
Synovus Trust Co. NA (Investment Management) Investment ManagersFinance Synovus Trust Co. NA (Investment Management) (STC-IM) is the separately identifiable division of Synovus Trust Co. NA, a nationally chartered trust company headquartered in Atlanta, Georgia. The firm was founded in 1990 as the trust department of Columbus Bank and Trust (CB&T), which was formed in 1930, and expanded into Synovus Trust in 1995. They are the predecessor firm of GLOBALT Investments LLC. STC-IM offers trust services such as estate planning and settlement, asset management and trust administration to various clients.
23
| Extinct | Investment Managers | 23 |
GLOBALT Investments LLC
GLOBALT Investments LLC Investment ManagersFinance Globalt Investments/Management is a private group led by the management of t Investments.
7
| Private Company | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Bill Roach via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Georgia State University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Auburn University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Synovus Bank (Columbus, Georgia)
Synovus Bank (Columbus, Georgia) Regional BanksFinance Synovus Bank engages in the provision of banking services. The company was founded in 1888 and is headquartered in Columbus, GA. | Regional Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
University of Georgia | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
The University of Alabama | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Atlanta Capital Management Co. LLC
Atlanta Capital Management Co. LLC Investment ManagersFinance Atlanta Capital Management Co. LLC (Atlanta Capital) is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1969 and is a direct subsidiary of Eaton Vance Acquisitions LLC (EVA), which is owned by Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was an indirect wholly owned subsidiary of Eaton Vance Corp. Atlanta Capital offers professional investment advisory services to a broad range of institutional and retail clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Georgia Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
University of South Carolina | College/University | Masters Business Admin Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
Emory University | College/University | Undergraduate Degree Undergraduate Degree | |
Synovus Securities, Inc. (Investment Management)
Synovus Securities, Inc. (Investment Management) Investment ManagersFinance Synovus Securities, Inc. (Investment Management) (SSI-IM) is the asset management division of Synovus Securities, Inc., a broker-dealer firm headquartered in Columbus, Georgia. The firm was founded in 1985 and is a subsidiary of Synovus Financial Corp. (NYSE: SNV). SSI-IM offers investment advisory services to individuals, high net worth individuals, banks or thrift institutions, pension and profit-sharing plans, corporations, and trusts, estates and charitable organizations. The services are offered as strategies, separately managed accounts, and wrap fee programs. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Synovus Securities, Inc.
Synovus Securities, Inc. Investment Banks/BrokersFinance Synovus Securities, Inc., a subsidiary of Synovus Financial Corp. (NYSE:SNV), is an independent broker/dealer located in Columbus, Georgia. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
Allen, Mooney & Barnes Investment Advisors LLC
Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance Allen, Mooney & Barnes Investment Advisors LLC (AMB) is a SEC-registered wealth management firm headquartered in Thomasville, Georgia. The firm was founded in 2001 by Miron Allen and Richard Mooney, originally as Allen & Mooney Investments LLC. They are a wholly-owned subsidiary of FAIM Investments LLC. AMB provides investment advisory and management services to a wide range of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Kennesaw State University | College/University | Undergraduate Degree | |
Greatmark Investment Partners, Inc.
Greatmark Investment Partners, Inc. Investment ManagersFinance Greatmark Investment Partners, Inc. (Greatmark) is an independent, SEC-registered investment advisor headquartered in Columbus, Georgia. The firm was founded by Cy Adams and Jeff Adams in 1987 as Adams Investment Management, Inc. Greatmark manages equity, fixed income and balanced portfolios for individuals, foundations and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities | |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity | |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Eastover Investment Advisors LLC
Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Investment Managers | Corporate Officer/Principal | |
AFLAC INCORPORATED | Multi-Line Insurance | Director/Board Member | |
Tallahassee Democrat, Inc.
Tallahassee Democrat, Inc. Publishing: NewspapersConsumer Services Part of Gannett Co., Inc., Tallahassee Democrat, Inc. is a publisher of a local newspaper. The company is based in Tallahassee, FL. Tallahassee Democrat was acquired by TEGNA, Inc. from Knight-Ridder, Inc. on August 29, 2005. | Publishing: Newspapers | Corporate Officer/Principal | |
Highland Capital Management LLC
Highland Capital Management LLC Investment ManagersFinance Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments. | 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 | |
GenOn Energy Holdings, Inc.
GenOn Energy Holdings, Inc. Electric UtilitiesUtilities GenOn Energy Holdings, Inc. provides electricity generation and distribution, management of gas assets, fuel procurement, and marketing of energy and energy-linked commodities. The company was founded on January 19, 2001 and is headquartered in Princeton, NJ. | Electric Utilities | Corporate Officer/Principal | |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | 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 | Undergraduate Degree | |
Xavier University | College/University | Undergraduate Degree | |
Brookwood Associates LLC
Brookwood Associates LLC Financial ConglomeratesFinance Brookwood Associates LLC provides investment banking services for middle-market companies. It offers a comprehensive range of investment banking services to middle-market companies that include buyer and seller services, private capital services, financial restructuring and advisory services. The company was founded by Robert S. Winborne in 1989 and is headquartered in Atlanta, GA. | Financial Conglomerates | Corporate Officer/Principal | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles. | Investment Managers | Chief Executive Officer | |
University of Florida | College/University | Undergraduate Degree | |
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 | Masters Business Admin | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
Urbana University | College/University | Undergraduate Degree | |
Belmont University | College/University | Undergraduate Degree | |
Oglethorpe University | College/University | Undergraduate Degree | |
The Retirement Systems of Alabama
The Retirement Systems of Alabama Investment ManagersFinance The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA administers pension and other benefits to most public employees in Alabama. | Investment Managers | Analyst-Equity | |
Synovus Financial Management Services | President | ||
Wake Forest University | College/University | Undergraduate Degree | |
Chattem, Inc.
Chattem, Inc. Pharmaceuticals: MajorHealth Technology Chattem, Inc. engages in the manufacture of over-the-counter health and beauty care products. It makes anti-dandruff shampoos, medicated skin care, topical pain care, oral care and internal over-the-counter products. The firm distributes its products to mass merchandisers, drugstores and food retail channels. The company was founded by Zeboim Cartter Patten on February 21, 1879 and is headquartered in Bridgewater, NJ. | Pharmaceuticals: Major | Director/Board Member | |
Vanderbilt University | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 51 |
Sectoraal
Finance | 27 |
Consumer Services | 22 |
Utilities | 2 |
Health Technology | 2 |
Operationeel
Corporate Officer/Principal | 45 |
Portfolio Manager-Equities | 40 |
Undergraduate Degree | 29 |
Investment Committee Member | 22 |
Analyst-Equity | 19 |
Sterkste connecties
- Beurs
- Insiders
- Bill Roach
- Bedrijfsconnecties