Dave Gilbert
Portefeuillebeheerder-Aandelen bij Sheets Smith Wealth Management
Oorsprong van het eerstegraads netwerk van Dave Gilbert
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations.
13
| Private Company | Investment Managers | 13 |
The University of North Carolina at Greensboro
1
| College/University | Other Consumer Services | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dave Gilbert via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
Upper Hand, Inc.
Upper Hand, Inc. Internet Software/ServicesTechnology Services Upper Hand, Inc. engages in the provision of business management solutions for sports and fitness businesses. It offers fitness clubs and studios, sports facilities, sports instruction, software features, and video analysis. The company was founded by Kevin MacCauley, Myles Grote and Marcus Gross in September 2011 and is headquartered in Indianapolis, IN. | Internet Software/Services | Director/Board Member | |
Guilford College | College/University | Undergraduate Degree | |
Salem College | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Masters Business Admin | |
BW Forsyth Partners LLC
BW Forsyth Partners LLC Investment ManagersFinance BW Forsyth Partners LLC (BW Forsyth Partners) is a private equity firm founded in 2009 by Chet Walker, Kyle Chapman and Ryan L. Gable. The firm is headquartered in Clayton, Missouri. | Investment Managers | Corporate Officer/Principal | |
Piedmont Health Services & Sickle Cell Agency
Piedmont Health Services & Sickle Cell Agency Medical/Nursing ServicesHealth Services Piedmont Health Services & Sickle Cell Agency provides sickle cell disease testing, education, genetic counseling and support services. The firm also provide wellness services, such as diabetes, cholesterol, breast, cervical and prostate cancer screenings. It serve six counties of the North Carolina Piedmont: Guilford, Forsyth, Alamance, Rockingham, Randolph and Caswell. The company was founded in 1970 and is headquartered in Greensboro, NC. | Medical/Nursing Services | Director/Board Member | |
Indiana University | College/University | Graduate Degree | |
Alcorn State University
Alcorn State University Other Consumer ServicesConsumer Services Alcorn State University operates as a land-grant institution. The company was founded in 1871 and is headquartered in Lorman, MS. | College/University | Undergraduate Degree | |
E*TRADE Financial Advisory Services, Inc.
E*TRADE Financial Advisory Services, Inc. Investment ManagersFinance Part of E*TRADE Brokerage Holdings, Inc., E*TRADE Financial Advisory Services, Inc. provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Rice University | College/University | Graduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree | |
Emory University | College/University | Masters Business Admin | |
University of Notre Dame | College/University | Undergraduate Degree | |
Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Investment Managers | Corporate Officer/Principal | |
University of Delaware | College/University | Undergraduate 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 | |
United States National Security Agency | Sovereign | Corporate Officer/Principal | |
University of Maryland | College/University | Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin | |
R.J. Reynolds Tobacco Co.
R.J. Reynolds Tobacco Co. TobaccoConsumer Non-Durables R.J. Reynolds Tobacco Co. manufactures and markets tobacco products. The firm has tobacco-sheet manufacturing operations and a research-and-development facility in Winston-Salem. Its brands include Camel, Kool, Pall Mall, Winston, Doral, Barclay, Lucky Strike, and Monarch. The company was founded in 1875 and is headquartered in Winston-Salem, NC. | Tobacco | Corporate Officer/Principal | |
CCM Investment Advisers LLC
CCM Investment Advisers LLC Investment ManagersFinance CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals. | Investment Managers | Corporate Officer/Principal | |
Sheets Smith Investment Management LLC
Sheets Smith Investment Management LLC Investment ManagersFinance Sheets Smith Investment Management LLC (SSIM) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2015 by Sheets Smith Wealth Management and Z. Cornell Bowden. SSIM specializes in multi-strategy equity and dynamic asset allocation balanced portfolio management. The firm offers a suite of Balanced Portfolio strategies to accommodate various risk tolerances and time horizons of individual clients. | Investment Managers | Compliance Officer |
Statistieken
Internationaal
Verenigde Staten | 39 |
Sectoraal
Finance | 18 |
Consumer Services | 17 |
Technology Services | 3 |
Health Services | 2 |
Government | 2 |
Operationeel
Corporate Officer/Principal | 22 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 11 |
Masters Business Admin | 5 |
Portfolio Manager-Fixed Income | 4 |
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