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Cody Lee Lummus
Vorstandsvorsitzender bei Delos Wealth Advisors LLC
Ursprung des Netzwerks ersten Grades von Cody Lee Lummus
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Texas Tech University
60
| College/University | Other Consumer Services | 60 |
Delos Wealth Advisors LLC
![]() Delos Wealth Advisors LLC Investment ManagersFinance Delos Wealth Advisors LLC (DWA) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2019 and is a subsidiary of Delos Capital Advisors LLC. DWA offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans (but not the plan participants) and charitable organizations.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Cody Lee Lummus
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
FIRST FINANCIAL BANKSHARES, INC. | Major Banks | Chief Executive Officer | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Trading-Equity | |
Teacher Retirement System of Texas
![]() Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
Cavanal Hill Investment Management, Inc.
![]() Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Cain Brothers & Co. LLC
![]() Cain Brothers & Co. LLC Investment Banks/BrokersFinance Cain Brothers & Co. LLC delivers solutions to mergers and acquisitions, capital raising, and strategic and financial advisory clients. Its services include strategic and financial advisory, direct bank placements, tax-exempt bond underwriting, joint ventures and affiliations, fairness opinions and valuations, leverage finance, swaps and derivatives, and growth equity. The company was founded by Daniel M. Cain and James E. Cain in 1982 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
TPG Global LLC
![]() TPG Global LLC Investment ManagersFinance TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Investment Managers | Portfolio Manager-Equities Sales & Marketing Portfolio Manager-Equities | |
Frost Investment Advisors LLC
![]() Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Portfolio Manager-Equities | |
SFMG LLC
![]() SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Investment Managers | President Portfolio Manager-Equities | |
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 | Undergraduate Degree Masters Business Admin | |
Lee Financial Co. LLC
![]() Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
SCHLUMBERGER AG | Beverages: Alcoholic | Corporate Officer/Principal | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Texas Christian University | College/University | Masters Business Admin | |
The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree | |
University of Florida | College/University | Graduate Degree | |
Georgetown University | College/University | Graduate Degree | |
Tsinghua University | College/University | Graduate Degree | |
Institute for Operations Research & the Management Sciences
![]() Institute for Operations Research & the Management Sciences Miscellaneous Commercial ServicesCommercial Services Institute for Operations Research & the Management Sciences operates as non-profit organization. It promotes practices and advances in operations research, management science, and analytics to improve operational processes, decision-making, and outcomes. The company was founded in 1995 and is headquartered in Catonsville, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PlainsCapital Bank (Investment Management)
![]() PlainsCapital Bank (Investment Management) Investment ManagersFinance PlainsCapital Bank (Investment Management) is the investment management division of PlainsCapital Bank, an investment bank headquartered in Dallas, Texas. The firm was founded in 1988 and is a subsidiary of Hilltop Holdings, Inc. (NYSE: HTH). PlainsCapital Bank primarily serves the private sector including in middle-market commercial businesses and high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
AgriCapital Advisors | Corporate Officer/Principal | ||
Scientific Drilling International, Inc.
![]() Scientific Drilling International, Inc. Contract DrillingIndustrial Services Scientific Drilling International, Inc. provides directional drilling and wellbore navigation, surveying and logging services. It also provides survey and steering, measurement and logging while drilling, production logging, ranging, directional drilling, wellbore navigation, and surveying and logging services. The company was founded in 1969 and is headquartered in Woodlands, TX. | Contract Drilling | Corporate Officer/Principal | |
Reliance Energy Partners LLC
![]() Reliance Energy Partners LLC Wholesale DistributorsDistribution Services Part of NGL Energy Partners LP, Reliance Energy Partners LLC retails propane products. The company is based in Peabody, KS. Reliance Energy Partners was acquired by NGL Energy Partners LP on August 04, 2009 for $2.35 million. | Wholesale Distributors | Corporate Officer/Principal | |
Liahona Ventures LLC
![]() Liahona Ventures LLC Investment ManagersFinance Liahona Ventures LLC (Liahona Ventures) is a venture capital firm founded in 2006 by Christopher Shonk. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
BIONITROGEN HOLDINGS CORP. | Chemicals: Agricultural | Director/Board Member | |
Astoria Strategic Wealth, Inc.
![]() Astoria Strategic Wealth, Inc. Investment ManagersFinance Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas. | Investment Managers | Chief Investment Officer | |
Tailwater Capital LLC
![]() Tailwater Capital LLC Investment ManagersFinance Tailwater Capital LLC (Tailwater Capital) is a private equity firm founded in 2013 by Edward Herring and Jason Downie. The firm headquartered in Texas, US. | Investment Managers | Chief Executive Officer | |
University of Texas at San Antonio | College/University | Masters Business Admin | |
Texas Tech University School of Law | College/University | Graduate Degree Graduate Degree | |
Brand Foundry Ventures LLC
![]() Brand Foundry Ventures LLC Investment ManagersFinance Brand Foundry Ventures LLC (Brand Foundry Ventures) is a venture capital firm founded by Andrew C. Mitchell in 2013. The firm is headquartered at Austin, Texas. | Investment Managers | Private Equity Investor | |
Nextgen Venture Partners LLC
![]() Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor | |
Spotio, Inc.
![]() Spotio, Inc. Packaged SoftwareTechnology Services Spotio, Inc. engages in the provision of field sales enablement solution for sales managers. It helps to build pipeline, sales, productivity, and integrations. The company was founded by Trey Gibson in 2014 and is headquartered in Dallas, TX. | Packaged Software | Founder | |
HYRECAR INC. | Finance/Rental/Leasing | Chief Tech/Sci/R&D Officer | |
Palm Harbour Capital LLP
![]() Palm Harbour Capital LLP Investment ManagersFinance Palm Harbour Capital LLP (Palm Harbour) is a private investment management firm headquartered in London, UK. The firm was founded by Peter Smith in 2018. Palm Harbour serves as the investment manager of the COBAS LUX SICAV Palm Harbour Global Value Fund. | Investment Managers | Founder | |
The University of Tennessee Space Institute | College/University | Corporate Officer/Principal | |
YINSHENG DIGIFAVOR COMPANY LIMITED | Regional Banks | Director/Board Member | |
Institute of Electrical & Electronics Engineers /China/ | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 40 |
China | 4 |
Österreich | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 26 |
Consumer Services | 10 |
Industrial Services | 3 |
Consumer Non-Durables | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 71 |
Undergraduate Degree | 60 |
Director/Board Member | 44 |
Graduate Degree | 25 |
Masters Business Admin | 19 |
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