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Loopbaan van Bob Davis
Eerdere bekende functies van Bob Davis
Bedrijven | Functie | Begin | Einde |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Analyst-Equity | 01-01-2006 | 01-12-2022 |
Chief Investment Officer | 01-01-2006 | 01-12-2022 | |
Lid van de Investeringscommissie | 01-01-2006 | 01-12-2022 | |
Portefeuillebeheerder-Aandelen | 01-01-2006 | 01-12-2022 | |
Hoofd van Private Banking | 01-01-2006 | 01-12-2022 | |
Granite Associates LP
![]() Granite Associates LP Investment ManagersFinance Granite Associates LP provides investment advisory services. The private company is based in Ferndale, NY. | Corporate Officer/Principal | - | - |
Akin Bay Co. LLC
![]() Akin Bay Co. LLC Investment Banks/BrokersFinance Akin Bay Co. LLC Provides investment banking and financial advisory services. The firm's investment banking services include raising capital, mergers and acquisitions, leveraged buyouts, restructuring, divestitures, corporate valuations, strategic alternative analysis, strategic alliances, special committee representation, family business advisory and venture capital advisory. It provides services to industries like consumer, technology, industrial, healthcare and life sciences, business/financial services, and energy and natural resources. The company was founded by James B. Rybakoff, William A. Kaynor and John P. Carroll in 1990 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Opleiding van Bob Davis
Southern Methodist University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
Akin Bay Co. LLC
![]() Akin Bay Co. LLC Investment Banks/BrokersFinance Akin Bay Co. LLC Provides investment banking and financial advisory services. The firm's investment banking services include raising capital, mergers and acquisitions, leveraged buyouts, restructuring, divestitures, corporate valuations, strategic alternative analysis, strategic alliances, special committee representation, family business advisory and venture capital advisory. It provides services to industries like consumer, technology, industrial, healthcare and life sciences, business/financial services, and energy and natural resources. The company was founded by James B. Rybakoff, William A. Kaynor and John P. Carroll in 1990 and is headquartered in New York, NY. | Finance |
Granite Associates LP
![]() Granite Associates LP Investment ManagersFinance Granite Associates LP provides investment advisory services. The private company is based in Ferndale, NY. | Finance |