Charles Everett Markwalter
Algemeen Directeur bij Montag & Caldwell LLC
Oorsprong van het eerstegraads netwerk van Charles Everett Markwalter
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Dartmouth College
305
| College/University | Other Consumer Services | 305 |
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
25
| Extinct | Investment Managers | 25 |
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts.
20
| Private Company | Investment Managers | 20 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey.
9
| Extinct | Investment Managers | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Charles Everett Markwalter via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
| CODEXIS, INC. | Chemicals: Specialty | Chief Administrative Officer | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Doctorate Degree 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 Masters Business Admin | |
| Emory University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Georgia State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Dartmouth College (Investment Management)
 Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College (Investment Management) (dba Dartmouth College Investment Office) is the investment management division of Dartmouth College, a private Ivy League research university headquartered in Hanover, New Hampshire. The investment office is based in Boston, Massachusetts. Dartmouth College Investment Office manages the investments of the College, including most notably the endowment. The endowment provides financial support to the College, including The Geisel School of Medicine, the Thayer School of Engineering, the Tuck School of Business, and the Guarini School of Graduate and Advanced Studies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Sewanee-The University of the South | College/University | Corporate Officer/Principal Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Graduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Graduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Stern Value Management Ltd.
 Stern Value Management Ltd. Miscellaneous Commercial ServicesCommercial Services Stern Value Management Ltd.. provides management consulting services. The firm advises clients in transaction, strategy, performance, and transformation. The company was founded by Joel M. Stern on November 1, 1982 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University Law Center | College/University | Graduate Degree Graduate Degree | |
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP
 Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP Miscellaneous Commercial ServicesCommercial Services Gunderson Dettmer Stough Villeneuve Franklin & Hachigian LLP provides legal services. The firm is a business law firm that provides legal services to consumer, retail, information technology, communications, medical and life sciences industries. The company was founded in 1995 and is headquartered in Redwood City, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| AIMMUNE THERAPEUTICS, INC. | Pharmaceuticals: Major | General Counsel | |
| American University | College/University | Graduate Degree | |
Skyway Towers Holdings II LLC
 Skyway Towers Holdings II LLC Engineering & ConstructionIndustrial Services Skyway Towers Holdings II LLC engages in developing of towers used for wireless communications. The company is headquartered in Land O’ Lakes, FL. | Engineering & Construction | Director/Board Member | |
F+W Media, Inc.
 F+W Media, Inc. Internet Software/ServicesTechnology Services F+W Media, Inc. operates as a content and e-Commerce company. It offers books, magazines, e-books, e-magazines, podcasts, and online education. The company is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Skyway Towers Holdings LLC
 Skyway Towers Holdings LLC Specialty TelecommunicationsCommunications Skyway Towers Holdings LLC operates as an investment holding company. The company is headquartered in the United States. | Specialty Telecommunications | Director/Board Member | |
Tinicum, Inc.
 Tinicum, Inc. Investment ManagersFinance Tinicum Inc (Tinicum) is a private equity firm founded in 1974 by Derald H. Ruttenburg. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Gemini Investors LLC
 Gemini Investors LLC Investment ManagersFinance Gemini Investors LLC (Gemini Investors) is a private equity firm founded in 1993 by James J. Goodman. The firm is headquartered in Wellesley, Massachusetts. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Verenigd Koninkrijk | 2 |
| Canada | 2 |
Sectoraal
| Finance | 19 |
| Consumer Services | 18 |
| Commercial Services | 6 |
| Health Technology | 3 |
| Distribution Services | 2 |
Operationeel
| Director/Board Member | 259 |
| Corporate Officer/Principal | 189 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 62 |
| Masters Business Admin | 58 |
Sterkste connecties
| Insiders | |
|---|---|
| Bryan Roberts | 44 |
| James Chapman | 43 |
| Timothy G. Healy | 27 |
| Dana Schmaltz | 26 |
| Eric Allyn | 23 |
| Michael Fisch | 21 |
| Eric Chin | 20 |
| Ted V. Dardani | 20 |
| Stephen V. McKenna | 19 |
| Kernan V. Oberting | 19 |
| Bruce Steel | 16 |
| Thilo Semmelbauer | 15 |
| Renee Noto | 15 |
| Christopher T. Marquet | 14 |
| John Nies | 14 |
- Beurs
- Insiders
- Charles Everett Markwalter
- Bedrijfsconnecties
