Brent Beene
Portfolio Manager-Aktien bei Corient Private Wealth LLC
Ursprung des Netzwerks ersten Grades von Brent Beene
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Texas Tech University
87
| College/University | Other Consumer Services | 87 |
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.
48
| Extinct | Investment Managers | 48 |
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.
32
| Subsidiary | Investment Managers | 32 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brent Beene
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
XTO Energy, Inc.
 XTO Energy, Inc. Integrated OilEnergy Minerals XTO Energy Inc. operates as a domestic energy producer engaged in the acquisition, development, and discovery of oil and natural gas properties in the United States. It specializes in the development of tight gas, shale gas, coal bed methane, and unconventional oil resources. The company was founded by Steve Palko, Bob Simpson and Jon Brumley in 1986 and is headquartered in Spring, TX. | Integrated Oil | Corporate Officer/Principal | |
Mobil Corp.
 Mobil Corp. Oil & Gas ProductionEnergy Minerals Mobil Corp. operates primarily in the petroleum industry. The company is headquartered in The Woodlands, TX. | Oil & Gas Production | Corporate Officer/Principal | |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| BSQUARE CORPORATION | Electronics Distributors | Director/Board Member Chairman | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
Midland Securities Ltd. (United States)
 Midland Securities Ltd. (United States) Investment Banks/BrokersFinance Midland Securities Ltd. is a security brokerage firm based in Houston, TX. Midland Securities Ltd. provides security brokerage services. The private company was founded by William Albion Anderson. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Palogic Value Management LP
 Palogic Value Management LP Investment ManagersFinance Palogic Value Management LP (Palogic) is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Ryan Vardeman and Robert Peters in 2006. Palogic provides investment management services with respect to private pooled investment vehicles that are offered strictly to sophisticated investors. | Investment Managers | Founder Chief Executive Officer | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Poplar Forest Capital LLC
 Poplar Forest Capital LLC Investment ManagersFinance Poplar Forest Capital LLC (Poplar Forest) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 2007 by J. Dale Harvey II. Poplar Forest provides active investment management to select individual and institutional investors. | Investment Managers | Analyst-Equity | |
Three Rivers Operating Co., Inc.
 Three Rivers Operating Co., Inc. Integrated OilEnergy Minerals Three Rivers Operating Co., Inc. engages in the exploration, development, production and acquisition of oil and natural gas. Its drilling activities are primarily focused in the operating areas including bone spring formation, the wolfberry, conventional permian within permian basin. The company was founded on March 8, 2010 and is headquartered in Austin, TX. | Integrated Oil | Chief Tech/Sci/R&D Officer | |
Juniper Resources LLC
 Juniper Resources LLC Wholesale DistributorsDistribution Services Juniper Resources LLC engages in the acquisition, exploitation, and development of oil and gas assets. The company was founded by Ian Delahunty, Steve Thibodeaux, and Matt Strickler in 2015 and is headquartered in Dallas, TX. | Wholesale Distributors | Chief Operating Officer | |
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 Comptroller/Controller/Auditor | |
FCA Corp.
 FCA Corp. Investment ManagersFinance FCA Corp. is a registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Robert W. Scharar in 1975 and is wholly owned by First Commonwealth Holding Corp. FCA provides portfolio management, financial planning and consulting services to individuals, managed entities and open-ended mutual funds. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Director/Board Member Masters Business Admin Corporate Officer/Principal Graduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Baron & Budd PC, Inc.
 Baron & Budd PC, Inc. Miscellaneous Commercial ServicesCommercial Services Baron & Budd PC provides legal services. The firm provides environmental pollution, gulf oil spill loss, water contamination, trucking accidents, pharmaceutical and medical implant injuries, whistleblower/qui tam, mesothelioma, deceptive advertising, financial fraud, nursing home abuse, overtime wage violations (fFLSA). The company was founded in 1970 by Frederick M. Baron and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | General Counsel General Counsel | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Texas Christian University | College/University | Masters Business Admin Masters Business Admin | |
Terma North America, Inc.
 Terma North America, Inc. Aerospace & DefenseElectronic Technology Terma North America, Inc. is a defense and space company. It provides aeronautic structures for military aircrafts. The company operates in four business segments: Aerostructures, Integrated Defense and Security Systems, Radar Systems and Space. It was founded in 2004 and is headquartered in Arlington, VA. | Aerospace & Defense | Human Resources Officer | |
| New York University | College/University | Masters Business Admin | |
Texas American Resources Co. LLC
 Texas American Resources Co. LLC Oil & Gas ProductionEnergy Minerals Texas American Resources Co. LLC operates as an independent oil & gas exploration and production company. It operates assets located in Atascosa, Dimmit, Frio, La Salle, and Zavala Counties. The firm specializes in geology, engineering, finance, and land. The company was founded by David E. Honeycutt in 1990 and is headquartered in Austin, TX. | Oil & Gas Production | Corporate Officer/Principal | |
The Capital Group, Inc. (Virginia)
 The Capital Group, Inc. (Virginia) Investment ManagersFinance The Capital Group, Inc. is a private company based in Troy, VA. The company provides investment advice. | Investment Managers | Corporate Officer/Principal | |
| Ramapo College of New Jersey | College/University | Undergraduate Degree | |
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 | |
| PWC Group, Inc. | Corporate Officer/Principal | ||
Holmes, Murphy & Associates LLC
 Holmes, Murphy & Associates LLC Multi-Line InsuranceFinance Holmes, Murphy & Associates LLC provides risk management and insurance brokerage services. It specializes in agriculture, health and human services, and specialty benefits. The company was founded by Max L. Holmes in 1932 and is headquartered in Waukee, IA. | Multi-Line Insurance | Corporate Officer/Principal | |
National HME, Inc.
 National HME, Inc. Information Technology ServicesTechnology Services National HME, Inc. provides home medical equipment services. Its products include oxygen concentrators and cylinders, commode chairs, internal pumps, poles and gastric suctions. The firm offers respiratory services for patients having illness or declining functional status. The company was founded by George R. Robertson and Joshua T. Robertson in 2006 and is headquartered in Richland Hills, TX. | Information Technology Services | Founder | |
| Weatherford College | College/University | Undergraduate Degree | |
Dyck's Oil & Auto, Inc.
 Dyck's Oil & Auto, Inc. Specialty StoresRetail Trade Dyck's Oil & Auto, Inc. offers gasoline service stations. The company was founded in 1882 and is headquartered in Bonners Ferry, ID. | Specialty Stores | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 44 |
Sektoral
| Consumer Services | 16 |
| Finance | 15 |
| Energy Minerals | 6 |
| Commercial Services | 4 |
| Distribution Services | 3 |
Operativ
| Corporate Officer/Principal | 104 |
| Undergraduate Degree | 98 |
| Portfolio Manager-Equities | 66 |
| Director/Board Member | 63 |
| Masters Business Admin | 36 |
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