Oorsprong van het eerstegraads netwerk van Crews Kay
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.
5
| Subsidiary | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Crews Kay via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| George Washington University | College/University | Masters Business Admin | |
| American University | College/University | Undergraduate Degree | |
| Furman University | College/University | Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Graduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Zurich Alternative Asset Management LLC
 Zurich Alternative Asset Management LLC Investment ManagersFinance Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes. | Investment Managers | Corporate Officer/Principal | |
| Goizueta Business School-Emory | College/University | Masters Business Admin | |
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Managers | Head-Equity Investments | |
Lincoln Lee Investments LLC
 Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal | |
BT Opportunity Fund LP
 BT Opportunity Fund LP Investment Trusts/Mutual FundsMiscellaneous BT Opportunity Fund LP provides investment services. The company was founded in 2015 and is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Chief Executive Officer |
Statistieken
Internationaal
| Verenigde Staten | 15 |
Sectoraal
| Consumer Services | 8 |
| Finance | 7 |
| Miscellaneous | 2 |
Operationeel
| Investment Committee Member | 4 |
| Portfolio Manager-Equities | 4 |
| Undergraduate Degree | 4 |
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 2 |
Sterkste connecties
| Insiders | |
|---|---|
| Scott Craig | 5 |
| Clay McDaniel | 4 |
| Buck Glenn | 4 |
| Cliff Weldon Draughn | 3 |
| Lorrie Allegra | 3 |
