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Ursprung des Netzwerks ersten Grades von Austin Lloyd
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Daniels College of Business
15
| College/University | Other Consumer Services | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Austin Lloyd
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities | |
SINA CORPORATION | Internet Software/Services | Chief Investment Officer | |
UBS | Investment Managers | Private Equity Analyst | |
Noble Capital Markets, Inc.
![]() Noble Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1984, Noble Financial Capital Markets is a broker/dealer headquartered in Boca Raton, Florida. The firm is a subsidiary of Noble Financial Group, Inc. Noble Financial Capital Markets' sales & trading team provides strategic insight and reliable solutions to nearly 500 of the dominant small-cap money managers in North America. They are members FINRA, SIPC and MSRB. Noble Financial Capital Markets offers a full array of investment services with a particular focus on under-followed, undervalued, out-of-favor small-cap emerging growth companies. Their research coverage universe includes healthcare, business services & software, defense/defense technology, energy, enterprise hardware, and media & entertainment. | Investment Banks/Brokers | Analyst-Equity | |
BOK Financial Private Wealth, Inc.
![]() BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | Investment Managers | Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
Revelstoke Capital Partners LLC
![]() Revelstoke Capital Partners LLC Investment ManagersFinance Revelstoke Capital Partners LLC (Revelstoke Capital Partners) is a private equity firm founded in 2013 by Simon A. Bachleda and Dale J. Meyer. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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-Equity Analyst-Equity | |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
University of Denver | College/University | Corporate Officer/Principal | |
Premiere International Corp.
![]() Premiere International Corp. Other Consumer ServicesConsumer Services Premiere International Corp. provides tour and travel services. It offers adventure travel and family holiday services to big cities, national parks, beaches and small towns in the United States. It is doing business as TrekAmerica Travel Ltd. The company is headquartered in Gardena, CA | Other Consumer Services | Corporate Officer/Principal | |
INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
National Securities Corp. (Broker)
![]() National Securities Corp. (Broker) Investment Banks/BrokersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member FINRA/SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity | |
Tianjin Foreign Studies University | College/University | Undergraduate Degree | |
Kunwu Jiuding Capital Co. Ltd.
![]() Kunwu Jiuding Capital Co. Ltd. Investment ManagersFinance Kunwu Jiuding Capital Co. Ltd. (Jiuding Capital) is the private equity subsidiary of Beijing Tongchuang Jiuding Investment Mgt Holding Co. Ltd. in China. Founded by Xiaojie Huang in 2007, the firm was formerly known as Beijing Huida Jiuding Capital Co., Ltd., and changed their name to Kunwu Jiuding Capital Co. Ltd. in 2008. They are based in Beijing and manage the Jiuding Private Equity Funds, focusing primarily on pre-IPO investments. | Investment Managers | Chief Investment Officer | |
PINTEC TECHNOLOGY HOLDINGS LIMITED | Finance/Rental/Leasing | Director/Board Member | |
Lake Street Capital Markets LLC
![]() Lake Street Capital Markets LLC Investment Banks/BrokersFinance Founded in 2012, Lake Street Capital Markets LLC is a broker/dealer located in Minneapolis. Minnesota. Their coverage universe includes: new energy, storage/network infrastructure, cloud software/services, e-Commerce services/technology, intellectual property/licensing, special opportunities, consumer and healthcare. | Investment Banks/Brokers | Analyst-Equity | |
National Securities Corp. (Research)
![]() National Securities Corp. (Research) Investment ManagersFinance National Securities Corp., a subsidiary of National Holdings Corp., is an international, full-service, independent brokerage and investment research firm with a diverse base of retail and institutional clients. The firm is a subsidiary of National Holdings Corp. National Securities Corp. was founded in 1947 in Seattle, Washington with the goal of providing a full suite of financial products and services to its registered representatives and clients. The firm and their subsidiaries are headquartered in New York City and Seattle and have a multitude of domestic and international offices that provide a broad range of securities brokerage, financial planning, and investment services, as well as corporate finance and investment banking services to corporations and businesses. National Securities'' representatives are primarily independent contractors who operate their business with freedom and flexibility in advising their clients. The firm is a member of FINRA and the SIPC. | Investment Managers | Analyst-Equity | |
University of Colorado Boulder | College/University | Undergraduate Degree | |
Denver Angels RHD Syndicate LLC | Investment Managers | Director/Board Member | |
Gallacher Capital Management LLC
![]() Gallacher Capital Management LLC Investment ManagersFinance Gallacher Capital Management LLC (GCM) is a SEC-registered investment advisor headquartered in Lone Tree, Colorado. The firm was founded in 1993 and is majority owned by Gallacher LLC. GCM provides advisory services to individuals, individual retirement accounts, pension and profit-sharing plans which include plans subject to ERISA of 1974, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Compliance Officer | |
Firsttracks Ventures LLC
![]() Firsttracks Ventures LLC Investment ManagersFinance Firsttracks Ventures LLC (FirstTtracks Ventures) is a venture capital firm founded in 2014. Fiirsttracks Ventures is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor | |
Borgen Investment Group
![]() Borgen Investment Group Investment ManagersFinance Borgen Investment Group operates as a venture capital firm. The private company is based in Denver, CO. Jon-Erik Borgen has been the CEO of the company since 2008. | Investment Managers | Chief Executive Officer | |
Riverside Partners LLC
![]() Riverside Partners LLC Investment ManagersFinance Riverside Partners LLC (Riverside Partners) is a private equity firm founded in 1989. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Denver Angels
![]() Denver Angels Investment ManagersFinance Denver Angels Management LLC (Denver Angels) is a angel group firm founded in 2016 by Kenneth Monfort and Zachary Ma. The firm is headquartered in Denver, Colorado. | Investment Managers | Founder | |
Denver Angels Syndicate 2F LLC | Investment Managers | Director/Board Member | |
The Care Team /MI/
![]() The Care Team /MI/ Medical/Nursing ServicesHealth Services The Care Team is a home health care services company based in Farmington Hills, MI and has subsidiaries in United States. The Care Team provides home health care services. The private company was founded by Jason Laing and he has been the CEO since incorporation. | Medical/Nursing Services | Director/Board Member | |
Denver Angels WRD Syndicate LLC
![]() Denver Angels WRD Syndicate LLC Investment ManagersFinance Part of Denver Angels, Denver Angels WRD Syndicate LLC functions as a venture capital fund. The company is based in Denver, CO. | Investment Managers | Director/Board Member | |
Denver Angels Syndicate 8 LLC
![]() Denver Angels Syndicate 8 LLC Investment ManagersFinance Denver Angels Syndicate 8 LLC provides investment services. The company is headquartered in Denver, CO. | Investment Managers | Director/Board Member | |
Denver Angels Syndicate 7 LLC
![]() Denver Angels Syndicate 7 LLC Financial ConglomeratesFinance Denver Angels Syndicate 7 LLC engages in the provision of investing services. The company is headquartered in Denver, CO. | Financial Conglomerates | Director/Board Member | |
Denver Angels Spv 4 LLC
![]() Denver Angels Spv 4 LLC Investment ManagersFinance Denver Angels Spv 4 LLC engages in the business of investing. The company was founded in 2020 and is headquartered in Boulder, CO. | Investment Managers | Director/Board Member | |
CR Group LP
![]() CR Group LP Investment ManagersFinance CR Group LP (CRG) is a venture capital firm founded in 2003 by Charles Tate. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Rarebreed Veterinary Partners, Inc.
![]() Rarebreed Veterinary Partners, Inc. Agricultural Commodities/MillingProcess Industries Rarebreed Veterinary Partners, Inc. engages in the provision of animal healthcare services. The company was founded by Dan Espinal and Matt Campbell in 2018 and is headquartered in Portland, ME. | Agricultural Commodities/Milling | Director/Board Member | |
INVESCO QUALITY MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II | Investment Trusts/Mutual Funds | Director/Board Member | |
Invesco Dynamic Credit Opportunity Fund
![]() Invesco Dynamic Credit Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Invesco Dynamic Credit Opportunity Fund is a closed-end fund, which seeks to gain a high level of current income, with the secondary objective of capital appreciation. The company was founded on November 1, 2021 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO HIGH INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO HIGH INCOME 2023 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO MUNICIPAL OPPORTUNITY TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
INVESCO BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member |
Statistik
International
Vereinigte Staaten | 45 |
China | 5 |
Schweiz | 2 |
Sektoral
Finance | 28 |
Miscellaneous | 11 |
Consumer Services | 9 |
Technology Services | 2 |
Commercial Services | 2 |
Operativ
Director/Board Member | 34 |
Independent Dir/Board Member | 19 |
Undergraduate Degree | 14 |
Corporate Officer/Principal | 11 |
Analyst-Equity | 9 |
Am stärksten vernetzte Beziehungen
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