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Oorsprong van het eerstegraads netwerk van Brett Dublick
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.
28
| Holding Company | Investment Managers | 28 |
McQueen, Ball & Associates, Inc.
![]() McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates.
6
| Extinct | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brett Dublick via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | Corporate Officer/Principal | |
Electronic Trading Group LLC
![]() Electronic Trading Group LLC Investment Banks/BrokersFinance Part of Limelight Holdings LLC, Electronic Trading Group LLC is a company that provides security brokerage services. The company is based in New York, NY. Electronic Trading Group was acquired by Lightspeed Trading LLC on August 30, 2005. | Investment Banks/Brokers | Corporate Officer/Principal | |
SMH Capital Advisors LLC
![]() SMH Capital Advisors LLC Investment ManagersFinance SMH Capital Advisors LLC (SMHCA) is a registered investment advisor located in Fort Worth, Texas. The firm was formed in 1996 as Cummer/Moyers Capital Advisors, Inc. SMHCA was formerly a subsidiary of Sanders Morris Harris Group. The firm is now a wholly-owned by the Moyers Organization LLC. | Investment Managers | Corporate Officer/Principal | |
Frost Bank (San Antonio, Texas)
![]() Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Newport Group Securities, Inc.
![]() Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Corporate Officer/Principal | |
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 | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Graduate Degree Graduate Degree | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Masters Business Admin | |
Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Frontier Wealth Management LLC
![]() Frontier Wealth Management LLC Investment ManagersFinance Frontier Wealth Management LLC (Frontier) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded by Nan Q. Lu in 2007. In 2022, they were acquired by CapFinancial Partners LLC, a subsidiary of The CapFinancial Group LLC. Frontier offers personal financial planning, consulting and investment supervisory services on managed investment accounts to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Investment Managers | Chief Executive Officer | |
The Texas Business Hall of Fame Foundation
![]() The Texas Business Hall of Fame Foundation Investment Trusts/Mutual FundsMiscellaneous The Texas Business Hall of Fame Foundation engages in recognizing the accomplishments and contributions of Texas business leaders, to perpetuate and inspire the values of entrepreneurial spirit. The company was founded in 1982 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Director/Board Member | |
University of Houston
![]() University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree | |
Texas State University | College/University | Undergraduate Degree | |
Curi Capital LLC
![]() Curi Capital LLC Investment ManagersFinance Curi Capital LLC is a registered investment advisor based in Raleigh, NC. Curi Capital LLC provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Curi Capital is registered with the Securities and Exchange Commission (SEC). Dimitri P. Eliopoulos has been the CEO of the company since 2020. | Investment Managers | Chief Investment Officer | |
Bren School of Environmental Science & Management | College/University | Graduate Degree | |
University of California, Santa Barbara | College/University | Graduate Degree | |
Evolved Alpha LLC
![]() Evolved Alpha LLC Investment ManagersFinance Evolved Alpha LLC provides investment advice. | Investment Managers | Corporate Officer/Principal | |
JF Petroleum Group
![]() JF Petroleum Group Wholesale DistributorsDistribution Services JF Petroleum Group engages in the distribution and installation of fuel and fluid systems. The firm offers distributions, project management, construction, repair, maintenance, consulting, and training and financing services. It serves the energy infrastructure marketplace with fuel systems for petroleum and alternative fuels such as compressed natural gas (CNG), ethanol, and DEF. The company was founded by Garland Jones and Dallas Frank in 1945 and is headquartered in Morrisville, NC. | Wholesale Distributors | Director of Finance/CFO | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
University of London | College/University | Graduate Degree | |
IHS Markit
![]() IHS Markit Investment ManagersFinance IHS Markit engages in the provision of information, analytics, and solutions. The company is headquartered in Southfield, MI. | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
Ecole Supérieure de Commerce de Clermont-Ferrand | College/University | Masters Business Admin | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
Summit Financial LLC
![]() Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Chief Investment Officer | |
University of South Carolina | College/University | Undergraduate Degree | |
Reynolds Investment Management, Inc.
![]() Reynolds Investment Management, Inc. Investment ManagersFinance Reynolds Investment Management, Inc. (RIM) is an independent investment manager headquartered in Greenville, South Carolina. The firm was founded by Thomas “Tom” Reynolds in 1995. RIM provides wealth management services to individuals and families, business owners, medical professionals, and retirees. The RIM team also offers investment advisory services to retirement plan sponsors, endowments, and foundations. | Investment Managers | Founder | |
Bryant University | College/University | Undergraduate Degree | |
Bentley University | College/University | Graduate Degree | |
ALI Group North America Corp.
![]() ALI Group North America Corp. Industrial MachineryProducer Manufacturing Part of Ali Holding Srl, ALI Group North America Corp. is a company that designs, manufactures, and supplies foodservice equipment. The company is based in Vernon Hills, IL. The company was founded in 1963. Erik Nommsen has been the CEO of the company since 2022. | Industrial Machinery | Director of Finance/CFO | |
Managed Markets Insight & Technology LLC
![]() Managed Markets Insight & Technology LLC Information Technology ServicesTechnology Services Managed Markets Insight & Technology LLC provides formulary tools and solutions. Its web-based application supports all lines of business through extensive workflow and guidance functions as well as with multiple publishing mechanisms. The firm also provides a business logic layer to streamline synchronization across all major drug list providers. It specializes in mobile formulary search application and launch commercialization guidance. The company was founded in 1994 and is headquartered in Yardley, PA. | Information Technology Services | Director of Finance/CFO | |
Atlanta Bidco Ltd.
![]() Atlanta Bidco Ltd. MiscellaneousMiscellaneous Atlanta Bidco Ltd. provides telecommunication services. The company was founded on June 4, 2018 and is headquartered in Milton Keynes, the United Kingdom. | Miscellaneous | Director/Board Member | |
Futuresource Holdings Ltd.
![]() Futuresource Holdings Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Global Data Insights Ltd., Futuresource Holdings Ltd. is a British company that provides business support services. The company is based in St. Albans, UK. Futuresource Holdings was founded in 2017. | Miscellaneous Commercial Services | Director/Board Member | |
Global Growth Holdings Inc
![]() Global Growth Holdings Inc Investment ManagersFinance Global Growth Holdings Inc (Global Growth) is a private equity firm founded in 1991 by Greg Lindberg. The firm is headquartered in Orlando, Florida. | Investment Managers | Director of Finance/CFO | |
University of Massachusetts | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 45 |
Verenigd Koninkrijk | 4 |
India | 2 |
Frankrijk | 2 |
Sectoraal
Finance | 24 |
Consumer Services | 19 |
Commercial Services | 3 |
Miscellaneous | 3 |
Distribution Services | 2 |
Operationeel
Undergraduate Degree | 31 |
Corporate Officer/Principal | 30 |
Portfolio Manager-Equities | 29 |
Analyst-Equity | 17 |
Investment Committee Member | 15 |
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