Derek Brock Boles
Algemeen Directeur bij Fortis Advisors LLC
Oorsprong van het eerstegraads netwerk van Derek Brock Boles
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
James Madison University
73
| College/University | Other Consumer Services | 73 |
Villanova University School of Law
4
| College/University | Other Consumer Services | 4 |
Fortis Advisors LLC
Fortis Advisors LLC Investment ManagersFinance Fortis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in King of Prussia, Pennsylvania. The firm was founded in 1913 and is wholly owned by Fortis Family Office LLC (formerly Fortis Wealth LP). Fortis Advisors provides investment management, financial planning, and investment related consulting services to individuals and high net-worth individuals and their related entities, such as trusts, limited liability companies, limited partnerships, foundations, and other non-profit organizations.
2
| Subsidiary | Investment Managers | 2 |
Convergence Fund I LP
Convergence Fund I LP Investment Trusts/Mutual FundsMiscellaneous Convergence Fund I LP operates as a hedge fund. The company is headquartered in King of Prussia, PA.
1
| Private Company | Investment Trusts/Mutual Funds | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Derek Brock Boles via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Portfolio Manager-Equities Director/Board Member | |
SHENANDOAH TELECOMMUNICATIONS COMPANY | Major Telecommunications | Sales & Marketing | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
FEDERAL HOME LOAN MORTGAGE CORPORATION | Finance/Rental/Leasing | Corporate Officer/Principal | |
PRA HEALTH SCIENCES, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Davenport & Co. LLC
Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Investment Managers | Sales & Marketing | |
CARTESIAN INC | Miscellaneous Commercial Services | 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 Private Equity Investor | |
University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Richmond | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Analyst-Equity Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Doctorate Degree | |
New York University School of Law | College/University | Graduate Degree Graduate Degree | |
The Johns Hopkins University | College/University | Masters Business Admin Graduate Degree | |
Thompson Davis & Co., Inc.
Thompson Davis & Co., Inc. Investment Banks/BrokersFinance Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate. | Investment Banks/Brokers | Founder Corporate Officer/Principal | |
University of Maryland | College/University | Graduate Degree | |
Greater Baltimore Medical Center
Greater Baltimore Medical Center Hospital/Nursing ManagementHealth Services Greater Baltimore Medical Center provides health care services. It is a nearly 310 bed hospital which also operates the Hospice of Baltimore, the Hospice of Howard County, the Gilchrist Center for Hospice Care, plus various clinics and medical offices. Greater Baltimore Medical Center was founded in 1960 and is headquartered in Baltimore, MD. | Hospital/Nursing Management | Corporate Officer/Principal | |
BREKFORD TRAFFIC SAFETY INC | Information Technology Services | Director/Board Member | |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Chief Investment Officer | |
Thompson, Siegel & Walmsley LLC
Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a registered investment advisory firm headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW provides investment advisory and management services to individual and institutional clients. | Investment Managers | Sales & Marketing | |
United States Senate Committee on Appropriations | General Government | Corporate Officer/Principal | |
The London Company of Virginia LLC
The London Company of Virginia LLC Investment ManagersFinance The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In its present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels. | Investment Managers | Sales & Marketing | |
Georgetown University | College/University | Graduate Degree | |
Williams & Connolly LLP
Williams & Connolly LLP Miscellaneous Commercial ServicesCommercial Services Williams & Connolly LLP provides legal services, focusing on litigation areas such as corporate, tax, and employment law. Its practice areas includes administrative law, antitrust, appellate, arbitration, business transactions and tax, criminal defense, employment and labor laws, federal programs, and national defense. The company was founded Edward Bennett Williams in 1967, and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree | |
Nelson/Nygaard Consulting Associates, Inc.
Nelson/Nygaard Consulting Associates, Inc. Other TransportationTransportation Nelson/Nygaard Consulting Associates, Inc. provides transit and multimodal transportation planning services for small and large transit agencies. It offers transit planning, parking management, paratransit and mobility management, walking and bicycling, campus access, multimodal networks and traffic analysis. The company was founded by Diane Nygaard and Bonnie W. Nelson in 1987 and is headquartered in San Francisco, CA. | Other Transportation | Corporate Officer/Principal | |
Valens Capital Management LLC
Valens Capital Management LLC Investment ManagersFinance Valens Capital Management LLC provides investment management services. | Investment Managers | Corporate Officer/Principal | |
iCoreConnect, Inc. (Florida)
iCoreConnect, Inc. (Florida) Internet Software/ServicesTechnology Services iCoreConnect, Inc. engages in the development and marketing of cloud-based software and technology services which focus on compliance, workflow and productivity, and electronic health records systems. It offers cloud-based as a service under the names of iCoreRx, iCorePDMP, iCoreEPCS, iCoreVerify, iCoreHuddle, iCoreHuddle+, iCoreCodeGenius, iCoreExchange, iCoreCloud, iCorePay, iCoreSecure, and iCoreIT. The company was founded on November 2, 1992 and is headquartered in Ocoee, FL. | Internet Software/Services | Sales & Marketing |
Statistieken
Internationaal
Verenigde Staten | 40 |
Kazakhstan | 2 |
Sectoraal
Finance | 19 |
Consumer Services | 10 |
Commercial Services | 7 |
Technology Services | 4 |
Communications | 2 |
Operationeel
Corporate Officer/Principal | 120 |
Director/Board Member | 87 |
Undergraduate Degree | 79 |
Private Equity Investor | 34 |
Masters Business Admin | 27 |
Sterkste connecties
Insiders | |
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Eric Major | 20 |
William Lewis | 18 |
Ralph Sabin | 16 |
Brad Cornell | 16 |
John Hinshaw | 15 |
Anthony D. Cassano | 14 |
Meg Gentle | 14 |
David Duke | 10 |
Kimberly Burch Snyder | 10 |
Mike Gerber | 9 |
Joseph Fenech | 9 |
Robert S. West | 9 |
Luke Tilley | 9 |
Steven Colder | 8 |
Sarner Michael S | 8 |
- Beurs
- Insiders
- Derek Brock Boles
- Bedrijfsconnecties