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Oorsprong van het eerstegraads netwerk van Howard Udis
Entiteit | Type entiteit | Industrie | |
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Trusco Capital Management, Inc.
![]() Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey.
48
| Extinct | Investment Managers | 48 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Howard Udis via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Crawford Investment Counsel, Inc.
![]() Crawford Investment Counsel, Inc. Investment ManagersFinance Crawford Investment Counsel, Inc. (CIC) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1980 by John H. Crawford III. CIC provides investment advice on a discretionary basis to individuals, which include high net worth, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, Taft-Hartley plans, corporations, and other business entities. The firm also manages client accounts using wrap-fee programs sponsored by unaffiliated brokers/dealers. | Investment Managers | Analyst-Fixed Income | |
Peninsula Asset Management, Inc.
![]() Peninsula Asset Management, Inc. Investment ManagersFinance Peninsula Asset Management, Inc. (Peninsula) is an independent, SEC registered investment advisor headquartered in Bradenton, Florida. Founded in 1982, Peninsula offers investment management services for Individuals, Trusts, IRA’s, Charities, Endowments, Foundations and Retirement Plans. | Investment Managers | Portfolio Manager-Equities | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
JonesTrading Institutional Services LLC
![]() JonesTrading Institutional Services LLC Investment Banks/BrokersFinance JonesTrading Institutional Services LLC (JonesTrading) is a registered broker/dealer headquartered in Thousand Oaks, California. The firm was founded in 1975 and is owned by Jones & Associates, Inc. JonesTrading provides equity block trading services to institutional money managers and hedge funds in North America. They proactively source the liquidity required to execute outsized blocks in domestic and global equities and option listed derivatives, at advantageous prices. The firm offers robust access to both developed and emerging market trading. | Investment Banks/Brokers | Analyst-Equity | |
SystemsNet, Inc.
![]() SystemsNet, Inc. Packaged SoftwareTechnology Services SystemsNet, Inc. provides information technology solutions to the healthcare and financial services industries. The company was founded in 2004 and is headquartered in Bethesda, MD | Packaged Software | Director of Finance/CFO | |
Parsec Financial Management, Inc.
![]() Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Director of Research - Equity | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | 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 | Undergraduate Degree Undergraduate Degree | |
Steben & Co. LLC
![]() Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Investment Managers | Portfolio Manager-Equities | |
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-Fixed Income Analyst-Equity | |
Virtus Fixed Income Advisers LLC
![]() Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Investment Committee Member Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Wake Forest University | College/University | Undergraduate Degree Masters Business Admin | |
Asbury College | College/University | Undergraduate Degree | |
Furman University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Long Island University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin | |
Rollins College (Florida) | College/University | Masters Business Admin Masters Business Admin | |
Seton Hall University | College/University | Masters Business Admin | |
University of Wisconsin | College/University | Graduate Degree | |
Virtus Fund Advisers LLC
![]() Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Investment Managers | Portfolio Manager-Equities Trading-Fixed Income Analyst-Equity Corporate Officer/Principal | |
University of Georgia | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Ceredex Value Advisors LLC
![]() Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS). | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
University of Central Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Goizueta Business School-Emory | College/University | Masters Business Admin Masters Business Admin | |
SJF Management LLC
![]() SJF Management LLC Investment ManagersFinance SJF Management LLC (SJF Ventures) is a venture capital firm founded in 1999 by Rick J. Defleux and Dave Kirkpatrick. The firm is headquartered in Durham, North Carolina. | Investment Managers | Private Equity Investor | |
University of Florida | College/University | Graduate Degree | |
University of East London | College/University | Graduate Degree | |
CNL Lifestyle Co. LLC
![]() CNL Lifestyle Co. LLC Miscellaneous Commercial ServicesCommercial Services CNL Lifestyle Co. LLC provides management, acquisition, disposition, advisory and administrative services for the real estate investment trusts. It also manages resorts and hotels. The company was founded in July 2003 and is headquartered in Orlando, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fortigent LLC
![]() Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Investment Managers | Corporate Officer/Principal | |
Emory University (Investment Management)
![]() Emory University (Investment Management) Investment ManagersFinance Emory University (Investment Management), do-business-as Emory Investment Management (EIM), is the investment management division of Emory University, a private institution headquartered in Atlanta, Georgia. EIM manages the assets of Emory University, Emory Healthcare, and The Carter Center. | Investment Managers | Analyst-Equity | |
University of Toledo (Ohio) | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 47 |
Verenigd Koninkrijk | 2 |
Sectoraal
Finance | 28 |
Consumer Services | 19 |
Technology Services | 2 |
Commercial Services | 2 |
Operationeel
Portfolio Manager-Fixed Income | 40 |
Portfolio Manager-Equities | 32 |
Corporate Officer/Principal | 32 |
Undergraduate Degree | 30 |
Analyst-Equity | 25 |
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