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Ellis Davis
Portefeuillebeheerder-Aandelen bij Edge Capital Group LLC
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Neal Deaton | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 jaar |
Dennis J. Sabo | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 jaar |
Howell Hollis | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | - |
Jacobi Padgett | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 jaar |
Harry Jones | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | - |
Stephen Angelo Halkos | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 jaar |
William deButts | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 jaar |
Kendrick Mattox | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 jaar |
Zaki Colabawala | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 1 jaar |
Jake Munns | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 2 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Brendan Keelan | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 4 jaar |
Jon McCarthy | M | - |
Wake Forest University
| 5 jaar |
Michael Finneran | M | - |
Wake Forest University
| 5 jaar |
Cady Burke | F | - |
Wake Forest University
| 4 jaar |
Steven Reinemund | M | 75 |
Wake Forest University
| 6 jaar |
Clarke Ryan | M | - |
Wake Forest University
| 4 jaar |
Trip Ewig | M | - |
Wake Forest University
| 4 jaar |
Joey Levine | M | - |
Wake Forest University
| 4 jaar |
Sarah C Stroud | F | - |
Wake Forest University
| 4 jaar |
Harry James | M | - |
Wake Forest University
| 4 jaar |
Kristen Reinert | F | - |
Wake Forest University
| 4 jaar |
Omar Ariss | M | - |
Wake Forest University
| 4 jaar |
Jordan Long | M | - |
Wake Forest University
| 4 jaar |
Pietro Cesare Solidoro | M | - |
Wake Forest University
| 4 jaar |
Charlotte Bedick | F | - |
Wake Forest University
| 4 jaar |
Jon Hacunda | M | - |
Wake Forest University
| 4 jaar |
Matthew Serrao | M | - |
Wake Forest University
| 4 jaar |
Brynn Jackel | F | - |
Wake Forest University
| 4 jaar |
Charlotte Wechsler | F | - |
Wake Forest University
| 4 jaar |
Nicholas Bovi | M | - |
Wake Forest University
| 4 jaar |
Melinda Kurnath | F | - |
Wake Forest University
| 4 jaar |
Robert Valdes Rodriguez | M | - |
Wake Forest University
| 4 jaar |
Ryan West | M | - |
Wake Forest University
| 4 jaar |
Brooks Hallock | M | - |
Wake Forest University
| 4 jaar |
George Hamilton | M | - |
Wake Forest University
| 4 jaar |
Christian Miller | M | - |
Wake Forest University
| 4 jaar |
Philip Zielke | M | - |
Wake Forest University
| 4 jaar |
Henry Johnson | M | - |
Wake Forest University
| 4 jaar |
William Enderle | M | - |
Wake Forest University
| 4 jaar |
Michael Galardi | M | - |
Wake Forest University
| 4 jaar |
John Bryant | M | - |
Wake Forest University
| 4 jaar |
Reed Seay | M | - |
Wake Forest University
| 4 jaar |
Amanda Wilcox | F | - |
Wake Forest University
| 4 jaar |
Mike Stefanelli | M | - |
Wake Forest University
| 1 jaar |
Emily Parr | F | - |
Wake Forest University
| 4 jaar |
Noah Chase | M | - |
Wake Forest University
| 4 jaar |
Andres Loret de Mola | M | - |
Wake Forest University
| 4 jaar |
James Austin | M | - |
Wake Forest University
| 4 jaar |
Smith Collett | M | - |
Wake Forest University
| 4 jaar |
Carter Grimes | M | - |
Edge Capital Group LLC
![]() Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 4 jaar |
Andrew Crisi | M | - |
Wake Forest University
| 1 jaar |
Eamon Coughlin | M | - |
Wake Forest University
| 4 jaar |
Daniel Chubb | M | - |
Wake Forest University
| 4 jaar |
Michael DeSalvo | M | - |
Wake Forest University
| 4 jaar |
Jay Helvey | M | 65 |
Wake Forest University
| 20 jaar |
Brian Brett | M | - |
Wake Forest University
| 4 jaar |
Martha Masiarz | F | - |
Wake Forest University
| 4 jaar |
Michael Morrow | M | 68 |
Wake Forest University
| 6 jaar |
Eric J Huppert | M | - |
Wake Forest University
| 4 jaar |
Sarah Hotvedt | F | - |
Wake Forest University
| 4 jaar |
Misa Batcheller | F | - |
Wake Forest University
| 4 jaar |
Patrick Sullivan | M | - |
Wake Forest University
| 4 jaar |
Grant O'Brien | M | - |
Wake Forest University
| 4 jaar |
Ted Beachley | M | - |
Wake Forest University
| 4 jaar |
Taylor Peretz | M | - |
Wake Forest University
| 4 jaar |
Lane Czura | F | - |
Wake Forest University
| 4 jaar |
Quinn Burch | F | - |
Wake Forest University
| 4 jaar |
Scott Mafale | M | - |
Wake Forest University
| 4 jaar |
David Lantz | M | - |
Wake Forest University
| 4 jaar |
Dylan Logan Thomas | M | - |
Wake Forest University
| 4 jaar |
Matt Boone | M | - |
Wake Forest University
| 4 jaar |
William Lowden | M | - |
Wake Forest University
| 4 jaar |
Patrick James Bobbins | M | - |
Wake Forest University
| 2 jaar |
Jim Dunn | M | 51 |
Wake Forest University
| 5 jaar |
Matthew Teller | M | - |
Wake Forest University
| - |
William Carter | M | - |
Wake Forest University
| 4 jaar |
Nick A Biumi | M | - |
Wake Forest University
| 1 jaar |
Michael Anagnostakis | M | - |
Wake Forest University
| 4 jaar |
Abbie Zvejnieks | F | - |
Wake Forest University
| 4 jaar |
Jeffrey Baldwin | M | - |
Wake Forest University
| - |
Drake Greene | M | - |
Wake Forest University
| 4 jaar |
Tom Kinzer | M | - |
Wake Forest University
| 4 jaar |
James Berents | M | - |
Wake Forest University
| 4 jaar |
Todd Gilbert | M | - |
Wake Forest University
| 4 jaar |
Erik Nelson | M | - |
Wake Forest University
| 4 jaar |
Dioyonna Williams | F | - |
Wake Forest University
| 2 jaar |
Thomas R. Carroll | M | - |
Wake Forest University
| 4 jaar |
Timothy Henson | M | - |
Wake Forest University
| 4 jaar |
Kenneth A. Foskett | M | - |
Wake Forest University
| 4 jaar |
Trevor Brown | M | - |
Wake Forest University
| 4 jaar |
Nick Negulic | M | - |
Wake Forest University
| 4 jaar |
Alex Vegliante | M | - |
Wake Forest University
| 4 jaar |
Michael Maugeri | M | - |
Wake Forest University
| 4 jaar |
Colton Bina | M | - |
Wake Forest University
| 4 jaar |
Mac Hanson | M | - |
Wake Forest University
| 4 jaar |
William Pearson | M | - |
Wake Forest University
| 4 jaar |
Maria Rahmany | M | - |
Wake Forest University
| 5 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 97 | 100.00% |
Ouderdom van de connecties
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