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Simon James Thompson
Lid van de Investeringscommissie bij TLWM LLC
Oorsprong van het eerstegraads netwerk van Simon James Thompson
Entiteit | Type entiteit | Industrie | |
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Trinity University
29
| College/University | Other Consumer Services | 29 |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
26
| Subsidiary | Investment Managers | 26 |
TLWM LLC
![]() TLWM LLC Investment ManagersFinance TLWM LLC (dba Texas Legacy Wealth Management) is a registered investment adviser headquartered in San Antonio, Texas. The firm was founded by Enzo T. Pellegrino, Jr. in 2006 and formerly known as Pellegrino & Associates Financial Services LLC. It is a subsidiary of TLHC LLC. TLWM provides discretionary asset management services as well as financial planning and consulting to individuals and other types of clients.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Simon James Thompson via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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APARTMENT INVESTMENT AND MANAGEMENT COMPANY | Real Estate Investment Trusts | Chief Administrative Officer | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Analyst-Equity | |
Vanderbilt University | College/University | Masters Business Admin Graduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Texas A&M University | College/University | Masters Business Admin Graduate Degree | |
Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin | |
BBVA Research USA
![]() BBVA Research USA Investment ManagersFinance BBVA Research USA is the US investment research arm of Banco Bilbao Vizcaya Argentaria SA. The firm is located in Houston, Texas. BBVA Research USA focuses on analysis of the US economy and Federal Reserve monetary policy. In macroeconomic analysis, the team creates models and forecasts for growth, inflation and monetary policy. They pay special attention to the regional outlook and sector analysis, including the real estate market, the financial system and its regulation. Noteworthy publications include FED Watch, which follows Federal Reserve policy, and 'US Economic Watch', which provides in-depth analysis on a number of economic subjects. BBVA Research USA analyzes themes such as credit, unemployment, public finances and local economies, with special emphasis on the Sunbelt states where BBVA has operations. | Investment Managers | Corporate Officer/Principal | |
Federal Communications Commission | National Agency | Corporate Officer/Principal | |
Patient Conversation Media, Inc.
![]() Patient Conversation Media, Inc. Miscellaneous Commercial ServicesCommercial Services Patient Conversation Media, Inc. is engaged in the development and integration of digital patient engagement solutions and monetization programs. It also provides marketing services across different platforms to drive informed connections and spark constructive collaboration among health care decision makers. The company was founded in 2008 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Investor Relations Contact | |
Rational Investment Management LLC
![]() Rational Investment Management LLC Investment ManagersFinance Rational Investment Management LLC (RIM) is an independent SEC-registered asset management firm headquartered in Mill Valley, California. The firm was founded by Dan Sinton in 2012. RIM provides management supervisory services to individuals and high-net worth individuals. | Investment Managers | Chief Executive Officer | |
Westmount Asset Management LLC
![]() Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Investment Managers | Investment Committee Member | |
Haas School of Business | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | General Counsel | |
Houston Ventures
![]() Houston Ventures Investment ManagersFinance Houston Ventures (Houston Ventures) is a private equity/venture capital subsidiary of Sanders Morris Harris Group Private Equity founded in 1992 by Jim Newell. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Regions Bank
![]() Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Private Equity Investor | |
Beacon Funeral Holdings LLC
![]() Beacon Funeral Holdings LLC Financial ConglomeratesFinance Beacon Funeral Holdings LLC is an investment holding private company. The company is based in Sugar Land, TX. The CEO of the company is Mark Bruce. | Financial Conglomerates | Director/Board Member | |
NuPhysicia, Inc.
![]() NuPhysicia, Inc. Medical/Nursing ServicesHealth Services NuPhysicia, Inc. provides medical services. Its patented solution uses technology to distribute physician services to multiple and remote locations and markets. The company was founded by Glenn G. Hammack in 2007 and is headquartered in Houston, TX. | Medical/Nursing Services | Director/Board Member | |
OspreyData, Inc.
![]() OspreyData, Inc. Packaged SoftwareTechnology Services OspreyData, Inc. is a physical systems intelligence platform. It operates alongside traditional monitoring, process control, and SCADA to deliver deep, predictive insights into the behavior of complex mechanical systems. The company was founded by Miles Mahoney in August 2013 and is headquartered in San Juan Capistrano, CA. | Packaged Software | Director/Board Member | |
Jesse H Jones Graduate School of Business | College/University | Masters Business Admin | |
Energy Spectrum Capital
![]() Energy Spectrum Capital Investment ManagersFinance Energy Spectrum Capital (Energy Spectrum) is a private equity firm subsidiary of Energy Spectrum LLC founded in 1995 by Thomas O. Whitener. The firm is headquartered in the Dallas, Texas. | Investment Managers | Corporate Officer/Principal | |
Baymark Partners, LLC
![]() Baymark Partners, LLC Investment ManagersFinance Baymark Partners LLC (Baymark Partners) is a private equity firm founded in 2008 by Anthony L. Ludlow. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Cutler Group LLC
![]() Cutler Group LLC Investment Banks/BrokersFinance Cutler Group LLC is a private company that combines expertise in mathematics, technology, and finance to be the most efficient producer of liquidity in the exchange traded equity option space. The company is based in San Francisco, CA. The company is building a unified system that efficiently trades and risk manages across all listed, electronically-traded, derivative products. The CEO of the company is Jonathan Lee Hill. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ronin Capital LLC
![]() Ronin Capital LLC Investment Banks/BrokersFinance Ronin Capital LLC is a registered brokerage firm headquartered in Chicago and was founded in 2001. They have additional offices in Hong Kong and England. Ronin Capital provides brokerage services and trades in over 20 countries, in different product class including: equities, fixed income, commodities, currencies, options, forwards and futures. | Investment Banks/Brokers | Trading-Equity | |
TD Securities (USA) LLC
![]() TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
San Francisco State University | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Shearman & Sterling LLP
![]() Shearman & Sterling LLP Miscellaneous Commercial ServicesCommercial Services Shearman & Sterling LLP provides legal services. It specializes in appellate litigations, capital markets, corporate governance, environmental, finance, international arbitration, investment funds, litigation, mergers and acquisitions, privatization, real estate, and tax. The company was founded by Thomas Shearman in 1873 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 42 |
Verenigd Koninkrijk | 3 |
Sectoraal
Finance | 22 |
Consumer Services | 15 |
Commercial Services | 4 |
Technology Services | 3 |
Government | 2 |
Operationeel
Corporate Officer/Principal | 71 |
Undergraduate Degree | 52 |
Analyst-Equity | 42 |
Portfolio Manager-Equities | 26 |
Graduate Degree | 15 |
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