Ursprung des Netzwerks ersten Grades von Chip Bankes
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.
19
| Operating Division | Investment Managers | 19 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Chip Bankes
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Washington University in St. Louis | College/University | Undergraduate Degree | |
FTI CONSULTING, INC. | Miscellaneous Commercial Services | Consultant / Advisor | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Portfolio Manager-Equities | |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal | |
General Atlantic LLC
General Atlantic LLC Investment ManagersFinance General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Fulton Financial Advisors, NA
Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisors, NA (FFA) is an investment advisor headquartered in Lancaster, Pennsylvania and was founded in 2000. FFA is a subsidiary of Fulton Bank, NA, which in turn is a subsidiary of Fulton Financial Corp. (NASDAQ: FULT). The firm offers an array of financial products and trust and retirement services. | Investment Managers | Corporate Officer/Principal | |
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Investment Managers | Analyst-Equity | |
Rothschild & Co. Asset Management US, Inc.
Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. | Investment Managers | Private Equity Analyst | |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity | |
First National Trust Co.
First National Trust Co. Investment ManagersFinance First National Trust Co. (FNT) is an investment management firm headquartered in Hermitage, Pennsylvania. The firm was founded in 1934 and is a subsidiary of First National Bank of Pennsylvania, which is owned by FNB Corp. (NYSE: FNB, NASDAQ: FBAN). FNT provides traditional trust and professional asset management services to trusts, individuals, institutions, and other businesses. | Investment Managers | Corporate Officer/Principal | |
Ares Management LLC
Ares Management LLC Investment ManagersFinance Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients. | Investment Managers | Private Equity Analyst | |
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Investment Managers | Private Equity Analyst | |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Falfurrias Capital Partners
Falfurrias Capital Partners Investment ManagersFinance Falfurrias Capital Partners (Falfurrias Cap Partners) is a private equity firm founded in 2006 by Hugh McColl, Jr. and Marc Oken. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor | |
The CapStreet Group LLC
The CapStreet Group LLC Investment ManagersFinance The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
Wake Forest University | College/University | Undergraduate Degree | |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
University of California | College/University | Graduate Degree | |
University of San Diego | College/University | Undergraduate Degree | |
BLACKSTONE INC. | Investment Managers | Private Equity Investor | |
Wild Wing Cafe
Wild Wing Cafe RestaurantsConsumer Services Wild Wing Cafe operates as a sports bar and restaurant. The company is headquartered in Mount Pleasant, SC. | Restaurants | Director of Finance/CFO | |
Atlas Wealth LLC
Atlas Wealth LLC Investment ManagersFinance Atlas Wealth LLC provides investment advice. The private company is based in Cincinnati, OH. Kyle Gearhart has been the CEO of the company since 2022. | Investment Managers | Portfolio Manager-Equities | |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Investment Management) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Investment Managers | Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Clovis Point Capital LLC
Clovis Point Capital LLC Investment ManagersFinance Clovis Point Capital LLC (Clovis Point Capital) is a private equity firm founded in 2014 by Christopher E. Joseph and Robert M. Shuford. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Comerica Bank & Trust, NA
Comerica Bank & Trust, NA Major BanksFinance Comerica Bank & Trust, NA operates as a nationally chartered commercial bank. The company is headquartered in Ann Arbor, MI. | Major Banks | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Thoma Bravo LP
Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Beal Bank SSB
Beal Bank SSB Savings BanksFinance Beal Bank SSB engages in the provision of financial services. It specializes in offering rates on certificates of deposit, money market accounts, statement savings accounts, and individual retirement account certificates of deposit. The company was founded by D. Andrew Beal in 1988 and is headquartered in Plano, TX. | Savings Banks | Corporate Officer/Principal | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Purdue University | College/University | Undergraduate Degree | |
West Virginia University | College/University | Masters Business Admin | |
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus & Co., Inc. (Investment Management) (Stifel Nicolaus-IM) is the investment management division of Stifel Nicolaus & Co., Inc., a full-service brokerage and investment banking firm headquartered in St. Louis, Missouri. The firm was founded in 1975 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). Stifel Nicolaus-IM provides investment management and services to institutions and individuals over a variety of asset classes. They also offer several wrap fee programs. | Investment Managers | Director of Investments | |
University of Arizona | College/University | Undergraduate Degree | |
Seton Hall University | College/University | Graduate Degree | |
Saint Peter's University | College/University | Undergraduate Degree | |
California State University-Northridge | College/University | Undergraduate Degree | |
Bid4Assets, Inc.
Bid4Assets, Inc. Internet Software/ServicesTechnology Services Bid4Assets, Inc. engages in the operation of an online real estate auction website. It auctions value-priced real estate, foreclosed houses, county tax sale property, and government seized assets. The company was founded by Jay French, Norman Understein, and P. Richard Zitelman in 1999 and is headquartered in Silver Spring, MD. | Internet Software/Services | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 46 |
Kanada | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 29 |
Consumer Services | 17 |
Commercial Services | 4 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 25 |
Undergraduate Degree | 14 |
Private Equity Investor | 11 |
Portfolio Manager-Equities | 8 |
Analyst-Equity | 8 |
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