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Jason Randall Wheat
Portfolio Manager-Fixed Income bei Diversified Trust Co.
Ursprung des Netzwerks ersten Grades von Jason Randall Wheat
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Mississippi
44
| College/University | Other Consumer Services | 44 |
Rhodes College
15
| College/University | Other Consumer Services | 15 |
Diversified Trust Co.
![]() Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.
12
| Private Company | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jason Randall Wheat
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
NewSouth Capital Management, Inc.
![]() NewSouth Capital Management, Inc. Investment ManagersFinance NewSouth Capital Management, Inc. (NewSouth) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1985 by David Morrow and Paul Gillespie, Jr. NewSouth manages assets for institutional and private clients across four concentrated equity strategies. | Investment Managers | Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Ballew Advisor, Inc.
![]() Ballew Advisor, Inc. Investment ManagersFinance Ballew Advisor, Inc. is a SEC-registered investment advisor headquartered in Jackson, Mississippi. The firm was founded in 1991 and is owned by S B Holding Co., Inc. through its intermediate subsidiary Security Ballew, Inc. (also known as Ballew Wealth Management). Ballew Advisor provides advisory services to the following types of clients: individuals (other than high net worth individuals), high net-worth individuals, pooled investment vehicles (other than investment companies), pension and profit sharing plans, trusts, estates, or charitable organizations, and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities | |
OCONEE FEDERAL FINANCIAL CORP. | Savings Banks | Director of Finance/CFO | |
WINDSTREAM HOLDINGS, INC. | Major Telecommunications | Private Equity Investor | |
Vanderbilt University | College/University | Treasurer Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Inside.com, Inc.
![]() Inside.com, Inc. Internet Software/ServicesTechnology Services Inside.com, Inc. provides on-line mission-critical information for the film, television, and book-publishing industries. The company was founded by Jason McCabe Calacanis and is headquartered in Culver City, CA. | Internet Software/Services | Chief Operating Officer | |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Investment Managers | Corporate Officer/Principal | |
East Carolina University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
University of Memphis | College/University | Masters Business Admin Masters Business Admin | |
University of New Orleans | College/University | Masters Business Admin Masters Business Admin | |
University of Tennessee | College/University | Undergraduate Degree Director/Board Member | |
London School of Economics & Political Science | College/University | Graduate Degree | |
St. Jude Children's Research Hospital, Inc.
![]() St. Jude Children's Research Hospital, Inc. Hospital/Nursing ManagementHealth Services St. Jude Children's Research Hospital, Inc. offers health care and social assistance services for children. It is internationally recognized for its pioneering research and treatment for children with cancer and other catastrophic diseases. The firm's treatment programs include brain tumors, leukemia, lymphoma, infectious diseases, immunodeficiency diseases, blood disorders, sickle cell disease, and solid tumors. The company was founded by Danny Thomas on February 4, 1962 and is headquartered in Memphis, TN. | Hospital/Nursing Management | Chief Executive Officer | |
Delta Communications LLC
![]() Delta Communications LLC Major TelecommunicationsCommunications Delta Communications LLC engages in the management and operation of a fiber network. Its services include business data and business voice. The company is headquartered in Harrisburg, IL. | Major Telecommunications | Chief Executive Officer | |
Central Houston, Inc.
![]() Central Houston, Inc. Miscellaneous Commercial ServicesCommercial Services Central Houston, Inc. engages in the collaboration and implementation of solutions for the challenges of the city. It focuses on the redevelopment and revitalization by enhancing collaboration among public officials, developers, and businesses. The company was founded in 1983 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | General Counsel Analyst-Fixed Income Trading-Equity | |
First Horizon Bank (Memphis, Tennessee)
![]() First Horizon Bank (Memphis, Tennessee) Regional BanksFinance First Horizon Bank provides commercial banking services. Its offers banking, cash management, borrowing, investment and planning, insuring and inverting, treasury management, financial planning, and executive banking. The company was founded by Frank S. Davis on March 25, 1864 and is headquartered in Memphis, TN. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Jones Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
The Launch Partnership LLC
![]() The Launch Partnership LLC Investment ManagersFinance The Launch Partnership LLC (The Launch Partnership) is a venture capital firm founded in 2010 by Jason McCabe Calacanis. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
University of Tennessee College of Medicine | College/University | Graduate Degree | |
Ncrease, Inc.
![]() Ncrease, Inc. Internet Software/ServicesTechnology Services Ncrease, Inc. provides real time insights about customers social behaviors. The company was founded by Laney Mills and Aaron Fitzgerald and is headquartered in Memphis, TN. | Internet Software/Services | Founder | |
MLS My Nest, Inc.
![]() MLS My Nest, Inc. Packaged SoftwareTechnology Services MLS My Nest, Inc. operates in the technology industry. The company was founded by Jessica Buffington and Dustie Zvolanek in 2015 and is headquartered in Memphis, TN . | Packaged Software | Chief Operating Officer | |
Innova Memphis, Inc.
![]() Innova Memphis, Inc. Investment ManagersFinance Innova Memphis Inc (Innova Memphis) is a venture capital subsidiary of Memphis Bioworks Foundation founded in 2007. The firm is headquartered in Memphis, Tennessee. | Investment Managers | Director/Board Member | |
Memphis Tomorrow | Corporate Officer/Principal | ||
Unit Drilling Co.
![]() Unit Drilling Co. Contract DrillingIndustrial Services Part of Unit Corp., Unit Drilling Co. provides drilling services. The company is based in Weatherford, TX. | Contract Drilling | President | |
Cameron Management, Inc.
![]() Cameron Management, Inc. Real Estate DevelopmentFinance Cameron Management, Inc. operates as an investment and real estate management company. It offers brokerage, development service, and property management. The company was founded by William Henderson Cameron and Scott Sullivan and is headquartered in Wilmington, NC. | Real Estate Development | Chief Executive Officer | |
Golden Section Ventures LLC
![]() Golden Section Ventures LLC Investment ManagersFinance Golden Section Ventures LLC (GSV) is a venture capital firm founded in 2012 by Dougal Cameron and Isaac Shi. The firm is headquartered in Houston, Texas. | Investment Managers | Founder | |
International Association of Drilling Contractors | Director/Board Member | ||
Beacon Pointe Advisors LLC
![]() Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Investment Managers | Portfolio Manager-Equities | |
Raymond James Financial, Inc. (Broker)
![]() Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Analyst-Equity | |
Oconee Federal Savings & Loan Association
![]() Oconee Federal Savings & Loan Association Savings BanksFinance Part of Oconee Federal MHC, Oconee Federal Savings & Loan Association engages in retail deposits and financial services. The company is based in Seneca, SC. Curtis T. Evatt has been the CEO of the company since 1988. | Savings Banks | Director of Finance/CFO | |
University of Virginia School of Law | College/University | Graduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Stephens Capital Partners LLC
![]() Stephens Capital Partners LLC Investment ManagersFinance Stephens Capital Partners LLC (Stephens Capital Partners) is a private equity subsidiary of SF Holding Corp founded in 1933. The firm is headquartered in Little Rock, Arkansas. | Investment Managers | Private Equity Investor | |
Amtech Software LLC
![]() Amtech Software LLC Packaged SoftwareTechnology Services Amtech Software, Inc. installs and supports software. It offers customer service, delivery and logistics, document management, financial management, network management, plant management, sales force automation and warehouse management services. The company was founded by Cosmo T. DeNicola in 1981 and is headquartered in Fort Washington, MA. | Packaged Software | Private Equity Investor | |
BEST HOMETOWN BANCORP, INC. | Director of Finance/CFO |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 2 |
Niederlande | 2 |
Sektoral
Finance | 23 |
Consumer Services | 13 |
Technology Services | 6 |
Communications | 3 |
Health Services | 2 |
Operativ
Corporate Officer/Principal | 70 |
Undergraduate Degree | 69 |
Director/Board Member | 32 |
Graduate Degree | 27 |
Portfolio Manager-Equities | 24 |
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