Joe Barrow Tracy
Portefeuillebeheerder-Aandelen bij Bison Wealth LLC
Actieve functies van Joe Barrow Tracy
Bedrijven | Functie | Begin | Einde |
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Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-03-2013 | - |
Loopbaan van Joe Barrow Tracy
Eerdere bekende functies van Joe Barrow Tracy
Bedrijven | Functie | Begin | Einde |
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Crestridge Capital Management LLC
Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Chief Investment Officer | - | 30-08-2011 |
Portefeuillebeheerder-Aandelen | - | 30-08-2011 | |
Corporate Officer/Principal | - | 30-08-2011 | |
The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | - | - |
Atlanta Equity Research LLC
Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Corporate Officer/Principal | - | - |
Opleiding van Joe Barrow Tracy
Denison University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Atlanta Equity Research LLC
Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Finance |
Crestridge Capital Management LLC
Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
The Robinson-Humphrey Co. LLC | Finance |
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