Oorsprong van het eerstegraads netwerk van Jeff Carlson
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
University of Kansas
105
| College/University | Other Consumer Services | 105 |
Apollon Wealth Management LLC
 Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Carlson via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of California, Berkeley | College/University | Masters Business Admin Corporate Officer/Principal Doctorate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Corporate Officer/Principal | |
| University of Florida | College/University | Undergraduate Degree Masters Business Admin | |
| University of Denver | College/University | Graduate Degree Corporate Officer/Principal | |
| University of Kansas School of Law | College/University | Graduate Degree Undergraduate Degree | |
Digital Evolution Group LLC
 Digital Evolution Group LLC Advertising/Marketing ServicesCommercial Services Digital Evolution Group LLC engages in the provision of digital marketing services. It offers creative digital content, demand generation, data management, content studio, portal and collaboration, customer experience marketing, web content management, direct marketing, social media, mobile, eCommerce, analytics and insights, and paid media services. The company was founded by Neal Sharma, Jasvindarjit Singh and Dale Hazlett in 1999 and is headquartered in Overland Park, KS. | Advertising/Marketing Services | Chief Executive Officer Founder | |
Prairie Capital Management LLC
 Prairie Capital Management LLC Investment ManagersFinance Prairie Capital Management LLC (PCM) is a wealth management firm headquartered in Kansas City, Missouri. The firm was founded in 1995 and was acquired by UMB Financial Corp. (NASDAQ: UMBF) in 2010. PCM provides wealth management and investment consulting services to high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the US through offices in the Kansas City, Chicago and Dallas metropolitan areas. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| BHPA INC. | Packaged Software | Director/Board Member Director of Finance/CFO | |
| Wichita State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
FAS Wealth Partners, Inc.
 FAS Wealth Partners, Inc. Investment ManagersFinance FAS Wealth Partners, Inc. (FAS) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Max W. Greer, Jr. in 1979 as Financial Advisory Service, Inc. and changed its name to FAS Wealth Partners, Inc. in 2022. FAS provides financial planning and asset management services to individuals, define contribution plans (profit-sharing and 401(k)), trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Director of Investments Analyst-Equity | |
Nueterra Capital Management LLC
 Nueterra Capital Management LLC Investment ManagersFinance Nueterra Capital Management LLC (Nueterra Capital) is a venture capital firm founded in 1997 by Daniel R. Tasset. The firm is headquartered in Leawood, Kansas. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
Edgehill Venture Partners LLC
 Edgehill Venture Partners LLC Investment ManagersFinance Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas. | Investment Managers | Consultant / Advisor Private Equity Investor | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Chief Operating Officer Analyst-Equity | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Fixed Income | |
Credit Suisse Securities (Canada), Inc
 Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Lyndon B Johnson School of Public Affairs | College/University | Graduate Degree | |
Municipal Advisory Council of Texas
 Municipal Advisory Council of Texas Miscellaneous Commercial ServicesCommercial Services The Municipal Advisory Council of Texas is a non-profit membership corporation which collects, maintains and distributes information related to Texas municipal debt issuers through a variety of programs. The council was organized in 1954 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Paris Club | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Three Dots & A Dash | Corporate Officer/Principal | ||
| Ramen-San | Corporate Officer/Principal | ||
Summer House Santa Monica
 Summer House Santa Monica RestaurantsConsumer Services Summer House Santa Monica operates as a restaurant. The private company is based in Chicago. | Restaurants | Corporate Officer/Principal | |
| Tor USA, Inc. | Chief Executive Officer | ||
TNP Partners Corp.
 TNP Partners Corp. Investment ManagersFinance TNP Partners Corp (TNP) is an independent partner-owned firm located near Tokyo with a U.S. office in Sunnyvale, California. Formerly known as TSUNAMI Network Partners Corp., TNP was established in 2000 by government and private entities in Kanagawa on the west side of Tokyo. The firm seeks to attract venture companies as well as business support resources to the Kanagawa area and foster a Silicon Valley-like business community. They operate in close relationship with their asset management subsidiary TNP On The Road Corp., managing venture capital investment funds. | Investment Managers | Corporate Officer/Principal | |
| Lifescience Catalyst Partners, Inc. | Director/Board Member | ||
| RPM Steak | Corporate Officer/Principal | ||
| Clark Hubbard LLC | Corporate Officer/Principal | ||
| Paris Club Bistro & Bar | Corporate Officer/Principal | ||
Lettuce Entertain You Enterprises, Inc.
 Lettuce Entertain You Enterprises, Inc. RestaurantsConsumer Services Lettuce Entertain You Enterprises, Inc. operates restaurants and cafes. It owns, licenses and manages establishments in Illinois, Arizona, Maryland, Virginia, Minnesota and Nevada. The company was founded by Richard Melman and Jerry A. Orzoff in 1971 and is headquartered in Chicago, IL. | Restaurants | President | |
Navy League of the United States
 Navy League of the United States Miscellaneous Commercial ServicesCommercial Services Navy League of the United States is a non-profit organization that supports America’s sea services: the Navy, Marine Corps, Coast Guard, and US - flag Merchant Marine. It provides local and national programs to educate the public and congress on the importance of sea services. The company was founded in 1902 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| DEL TACO RESTAURANTS, INC. | Restaurants | Director/Board Member | |
| Hub 51 | Corporate Officer/Principal | ||
U.S. Naval Institute
 U.S. Naval Institute Miscellaneous Commercial ServicesCommercial Services U.S. Naval Institute engages in the provision of independent forum for advancing the professional, literary, and scientific understaning of sea power and other issues critical to global security. The company is headquartered in Annapolis, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree | |
| Marylhurst University | College/University | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Canada | 2 |
| Frankrijk | 2 |
| Japan | 2 |
Sectoraal
| Finance | 18 |
| Consumer Services | 15 |
| Commercial Services | 6 |
| Communications | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 135 |
| Undergraduate Degree | 102 |
| Director/Board Member | 85 |
| Masters Business Admin | 41 |
| Analyst-Equity | 35 |
Sterkste connecties
| Insiders | |
|---|---|
| Bryan Breckenridge | 20 |
| Jeffrey Stowell | 19 |
| R. J. Melman | 18 |
| Ryan M. Sprott | 15 |
| Grant Moise | 14 |
| Massimiliano Pozzoni | 13 |
| Patrick Quinlan | 10 |
| Jack A. Bowling | 9 |
| William W. Casey | 9 |
| Eric Chadwick | 9 |
| Derek Bridges | 9 |
| Jeremy D. Tasset | 8 |
| Greg Ise | 8 |
| Jeremy Bezdek | 8 |
| Steve Sanger | 8 |
- Beurs
- Insiders
- Jeff Carlson
- Bedrijfsconnecties
