Brian Gibbon Mattox
Chief Investment Officer bij Kendall Capital Management, Inc.
Oorsprong van het eerstegraads netwerk van Brian Gibbon Mattox
Entiteit | Type entiteit | Industrie | |
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Fortigent LLC
Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.
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| Subsidiary | Investment Managers | 8 |
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities.
4
| Subsidiary | Investment Managers | 4 |
Kendall Capital Management, Inc.
Kendall Capital Management, Inc. Investment ManagersFinance Kendall Capital Management, Inc. is a financial and investment advisory firm based in Rockville, MD. Kendall Capital focuses on serving "middle-class millionaires" and operates as a fee-only fiduciary firm. The private company provides personalized financial advice to hardworking and financially prudent individuals, equivalent to that offered to ultra-high-net-worth individuals. Kendall Capital offers fiduciary financial planning and wealth management to people with assets of more than $500,000 in the MD, DC, and VA area. Contact them today to schedule a meeting. The company was founded in 2005 by Clark Alan Kendall, who has been the CEO since then.
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| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brian Gibbon Mattox via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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WELLS FARGO & COMPANY | Major Banks | Corporate Officer/Principal | |
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Investment Managers | Corporate Officer/Principal | |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Corporate Officer/Principal | |
EnTrust Global Partners Offshore LP
EnTrust Global Partners Offshore LP Investment ManagersFinance EnTrust Global Partners Offshore LP (EGPO) is a hedge fund manager headquartered in New York City. The firm was founded 2011 as the successor to EnTrust Partners Offshore LLC which was formed in December 1999. There was no change in management or control in connection with this succession. On May 2, 2016, the EnTrust business combined with that of the Permal Group, a Legg Mason subsidiary and global alternative asset manager that was established in 1973 and acquired by Legg Mason in 2005. EGPO manages assets for institutional and private client investors across a multitude of investment vehicles focused on hedge fund and alternative fund strategies, ranging from diversified or single strategy multi-manager commingled private vehicles to customized portfolios for single investors, managed account solutions, and direct hedge fund and alternative fund offerings. | Investment Managers | President | |
Geller Advisors LLC
Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Investment Managers | Analyst-Equity | |
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
Silver Lane Advisors LLC
Silver Lane Advisors LLC Investment ManagersFinance Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY. | Investment Managers | Consultant / Advisor | |
Advizr, Inc.
Advizr, Inc. Packaged SoftwareTechnology Services Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY. | Packaged Software | Consultant / Advisor | |
Cross Shore Discovery Fund
Cross Shore Discovery Fund Investment Trusts/Mutual FundsMiscellaneous Cross Shore Discovery Fund is a closed-end management investment company. The firm's investment objective is to seek risk-adjusted rates of return over a full market cycle, with limited capital draw downs and with overall volatility less than broad U.S. equity market indices. The company was founded on May 21, 2014 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Chief Tech/Sci/R&D Officer | |
Profit Investment Management LLC
Profit Investment Management LLC Investment ManagersFinance Profit Investment Management LLC (dba Profit Investments) is an independent registered investment advisor and mutual fund manager headquartered in Rockville, Maryland. The firm was founded by Eugene A. Profit in 1996 as Investor Resources Group LLC. Profit Investments manages large-cap, small-cap and socially responsible portfolios for institutional clients. All products are also available for separate accounts. Large-cap is their flagship product that was introduced in 1996. | Investment Managers | Corporate Officer/Principal | |
Steben & Co. LLC
Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Investment Managers | Portfolio Manager-Equities Independent Dir/Board Member | |
6800 Capital LLC
6800 Capital LLC Investment ManagersFinance Founded in 1988 by John McDonnell, the 6800 Capital Group LLC is a hedge fund manager located in Princeton, New Jersey. | Investment Managers | Director of Research - Equity | |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
Ellington Management Group LLC
Ellington Management Group LLC Investment ManagersFinance Ellington Management Group LLC (Ellington) is a SEC-registered investment advisor and hedge fund manager headquartered in Old Greenwich, Connecticut. The firm was founded in 1994 and is primarily owned by Michael Vranos indirectly through his ownership interest in Ellington’s majority owner, EMG Holdings LP. Ellington provides investment advice to pooled investment vehicles and institutional managed accounts. | Investment Managers | Director/Board Member | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | 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 | |
Signature Financial Management, Inc.
Signature Financial Management, Inc. Investment ManagersFinance Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations. | Investment Managers | Consultant / Advisor | |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | Investment Managers | Corporate Officer/Principal | |
Clark University | College/University | Graduate Degree | |
The Johns Hopkins University | College/University | Graduate Degree | |
Keene State College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Cerberus Capital Management LP
Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York. | Investment Managers | Private Equity Investor | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Baruch College | College/University | Masters Business Admin Graduate Degree | |
University of Maryland | College/University | Graduate Degree Undergraduate Degree | |
Uc Davis Graduate School of Management | College/University | Undergraduate Degree | |
TowerBrook Capital Partners LP
TowerBrook Capital Partners LP Investment ManagersFinance TowerBrook Capital Partners LP (TowerBrook Capital Partners) is a private equity firm founded in 1988 by Neal Moszkowski and Anthony O'Carroll. The firm is headquartered in New York. | Investment Managers | Comptroller/Controller/Auditor | |
Vestigo Ventures LLC
Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Consultant / Advisor | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
Welch Hornsby, Inc.
Welch Hornsby, Inc. Investment ManagersFinance Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL. | Investment Managers | Consultant / Advisor | |
Cross Shore Capital Management LLC
Cross Shore Capital Management LLC Investment ManagersFinance Cross Shore Capital Management LLC (Cross Shore) is a private, SEC-registered investment advisor and fund of hedge funds manager headquartered in Great Neck, New York. Founded in 2002, Cross Shore provides manages funds of hedge funds that focuses on long/short equity managers. | Investment Managers | Director of Research - Equity | |
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Investment Managers | Consultant / Advisor | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Analyst-Equity | |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients. | Investment Managers | Corporate Officer/Principal | |
Universidad del Rosario | College/University | Undergraduate Degree | |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 42 |
Colombië | 2 |
Sectoraal
Finance | 31 |
Consumer Services | 11 |
Technology Services | 2 |
Miscellaneous | 2 |
Operationeel
Corporate Officer/Principal | 25 |
Undergraduate Degree | 13 |
Consultant / Advisor | 11 |
Analyst-Equity | 6 |
Portfolio Manager-Equities | 5 |
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