Jonathan Heaston Lewis
Oprichter bij Eldred Rock Partners LLC
Oorsprong van het eerstegraads netwerk van Jonathan Heaston Lewis
Entiteit | Type entiteit | Industrie | |
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Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.
18
| Extinct | Investment Managers | 18 |
Eldred Rock Partners LLC
Eldred Rock Partners LLC Investment ManagersFinance Eldred Rock Partners LLC provides investment advice. The private company is based in San Antonio, TX. The company was founded in 2021 by Jonathan Heaston Lewis and Stefan Friederich Gräter. Stefan Friederich Gräter has been the CEO of the company since 2021.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jonathan Heaston Lewis via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Investment Committee Member | |
Chilton Capital Management LLC
Chilton Capital Management LLC Investment ManagersFinance Chilton Capital Management LLC (Chilton Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 1996 and they are a subsidiary of Knapp Brothers LLC. Chilton Capital provides a diversity of investment strategies, customized wealth management solutions, and trust company services to individuals, family offices, business owners, endowments, foundations, retirement plans and trusts on a fee-only basis. | Investment Managers | Trading-Equity Analyst-Equity | |
Breen Investors LP
Breen Investors LP Investment ManagersFinance Breen Investors LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2002 as formerly known as Breeco Management LP. Breen Investors provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable organizations and other businesses. | Investment Managers | Chief Investment Officer | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
CCM Opportunistic Advisors LLC
CCM Opportunistic Advisors LLC Investment ManagersFinance CCM Opportunistic Advisors LLC provides investment advice. The private company is based in Houston, TX. | Investment Managers | Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Stanford University | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Masters Business Admin | |
JPMorgan Fleming Asset Management (USA), Inc.
JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Investment Managers | Corporate Officer/Principal | |
Daniel Breen & Co LP
Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Investment Banks/Brokers | Corporate Officer/Principal | |
Georgetown College | College/University | Undergraduate Degree | |
First Western Trust Bank
First Western Trust Bank Investment ManagersFinance First Western Trust Bank is a private banking firm headquartered in Denver, Colorado. The firm was founded by Scott C. Wylie in 2002 and is a subsidiary of First Western Financial, Inc. (NASDAQ: MYFW). First Western Trust offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. | Investment Managers | Corporate Officer/Principal | |
Elon University | College/University | Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Doctorate Degree Masters Business Admin Undergraduate Degree | |
Lincoln University (Pennsylvania) | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Graduate Degree | |
Barnard College | College/University | Undergraduate Degree | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree | |
Nanyang Technological University | College/University | Undergraduate Degree | |
ESSEC Business School | College/University | Masters Business Admin | |
World Presidents' Organization | Corporate Officer/Principal | ||
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Chief Executives Organization, Inc.
Chief Executives Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Chief Executives Organization, Inc. operates as a membership organization for charity. The CEO of the American company is Sheldon Elman. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Museum of Fine Arts, Houston
The Museum of Fine Arts, Houston Other Consumer ServicesConsumer Services Museum of Fine Arts of Houston owns and operates Museum. The Museum collection contains around 56,000 artworks, which date from antiquity to the present. The company was established in 1900 and is headquartered in Houston, TX. | Other Consumer Services | Director/Board Member | |
The Glenview Trust Co.
The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | Investment Managers | Chief Investment Officer | |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Fixed Income | |
The University of North Carolina at Greensboro | College/University | Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin | |
PineBridge Investments LLC
PineBridge Investments LLC Investment ManagersFinance PineBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a wholly-owned subsidiary of Pinebridge Investments Holdings (US) LLC, ultimately held by Chiltonlink Ltd. in British Virgin Islands. PineBridge Investments provides investment management/advisory services to predominantly sophisticated institutional and ultra-high net worth individual clients. Clients can opt to invest through separately managed accounts, mutual funds, and other pooled vehicles. | Investment Managers | Analyst-Fixed Income | |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Society of Financial Analysts of Houston | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 45 |
Zwitserland | 2 |
Singapore | 2 |
Frankrijk | 2 |
Sectoraal
Consumer Services | 22 |
Finance | 21 |
Commercial Services | 3 |
Utilities | 2 |
Health Technology | 2 |
Operationeel
Corporate Officer/Principal | 35 |
Undergraduate Degree | 18 |
Masters Business Admin | 10 |
Portfolio Manager-Equities | 7 |
Director/Board Member | 7 |
Sterkste connecties
Insiders | |
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Robert Hatcher | 13 |
Jean Pierre Malo | 11 |
Robert Paul Gauntt | 10 |
Bill Stone | 8 |
Jeff Phelps | 7 |
Stephen Joseph O'Keefe | 6 |
Cathy A. Miller | 6 |
Blake McWherter | 5 |
Sam Rines | 5 |
Charles Justin Luke | 5 |
Tom Roupe | 5 |
Stefan Friederich Gräter | 3 |
Chase Robison | 3 |
Phan Phan Duong | 3 |
Chris Carter | 3 |
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