Charles Thies
Lid van de Investeringscommissie bij WestEnd Advisors LLC
Oorsprong van het eerstegraads netwerk van Charles Thies
Entiteit | Type entiteit | Industrie | |
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WestEnd Advisors LLC
WestEnd Advisors LLC Investment ManagersFinance WestEnd Advisors LLC (WestEnd) is a registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert L. Pharr in 2004 as Southview Partners LLC. They were acquired in 2022 by Victory Capital Holdings, Inc. (NASDAQ: VCTR). WestEnd manages equity and fixed-income portfolios for institutional and individual investors. Additionally, the firm participates as a portfolio manager in several wrap-fee programs.
7
| Subsidiary | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Charles Thies via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Chief Investment Officer | |
The Fuqua School of Business | College/University | Masters Business Admin | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Graduate Degree | |
Global Endowment Management LP
Global Endowment Management LP Investment ManagersFinance Global Endowment Management LP (GEM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded in 2007 by Thruston B. Morton III, Stephanie S. Lynch and Hugh N. Wrigley. They are a subsidiary of Global Endowment Partners LP. GEM provides investment management to private investment funds, as well as to separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
Belmont University | College/University | Undergraduate Degree | |
Avondale Partners LLC
Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Davidson College | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
University of Virginia School of Law | College/University | Graduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
University of Virginia | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 22 |
Sectoraal
Finance | 12 |
Consumer Services | 10 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 11 |
Undergraduate Degree | 7 |
Analyst-Equity | 7 |
Portfolio Manager-Equities | 4 |
Chief Investment Officer | 3 |
Sterkste connecties
Insiders | |
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Ned Durden | 6 |
Fritz Porter | 6 |
Rob Pharr | 5 |
Ty Peebles | 5 |
Roger Regelbrugge | 4 |
Anna Forte Brown | 3 |
Jacob Buchanan | 3 |
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