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Jeffrey Alan Malcom
Analyst-Equity bei Buttonwood Financial Advisors, Inc.
Ursprung des Netzwerks ersten Grades von Jeffrey Alan Malcom
Einheit | Art der Einheit | Industrie | |
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Towson University
25
| College/University | Other Consumer Services | 25 |
Hunt Valley Wealth
![]() Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
4
| Private Company | Investment Managers | 4 |
Buttonwood Financial Advisors, Inc.
![]() Buttonwood Financial Advisors, Inc. Investment ManagersFinance Buttonwood Financial Advisors, Inc. (Buttonwood) is an independent registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Damian J. Gallina in 2008. Buttonwood provides advisory services to individuals, trusts, estates, charitable organizations, corporations and pension and profit-sharing plans.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jeffrey Alan Malcom
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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CHESAPEAKE UTILITIES CORPORATION | Gas Distributors | Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Director of Investments | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Maryland Association of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Maryland | College/University | Masters Business Admin Graduate Degree | |
Loyola University Maryland, Inc. | College/University | Graduate Degree Masters Business Admin | |
Old Dominion University | College/University | Undergraduate Degree | |
State Street Corp. (Fund Distributor)
![]() State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Analyst-Equity | |
Bentley University | College/University | Graduate Degree | |
Vanderbilt University | College/University | Graduate Degree | |
University of Birmingham | College/University | Graduate Degree | |
Gallaudet University | College/University | Undergraduate Degree | |
T. ROWE PRICE GROUP INC. | Investment Managers | Corporate Officer/Principal | |
Simplicity Esports LLC
![]() Simplicity Esports LLC Movies/EntertainmentConsumer Services Part of Simplicity Esports & Gaming Co., Simplicity Esports LLC is a company that provides a list of trusted online slot gambling sites such as RMK828 and slot88. The company is based in Boca Raton, FL. These sites offer the latest tips and tricks to win easily. The company was founded in 2017. The CEO is Roman Nehemiah Franklin. Simplicity Esports was acquired by Simplicity Esports & Gaming Co. on January 02, 2019 for $6.09 million. | Movies/Entertainment | President | |
Shearson Financial Services LLC
![]() Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Investment Banks/Brokers | President | |
Spatial Systems Associates, Inc.
![]() Spatial Systems Associates, Inc. Engineering & ConstructionIndustrial Services Spatial Systems Associates, Inc. provides geographic information systems support. Its services include consulting, data development, document management, monitoring, leed certification, fmis system integration, programming, hosting and support. The company was founded by Larry E. Newman and Eric Stetser in 1995 and is headquartered in Columbia, MD. | Engineering & Construction | Corporate Officer/Principal | |
Prospect Capital Management LP
![]() Prospect Capital Management LP Investment ManagersFinance Prospect Capital Management LLC(Prospect Capital) is a private equity firm founded in 1988. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
Columbia Business School | College/University | Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
Central University of Finance & Economics | College/University | Undergraduate Degree | |
JB Oxford & Co.
![]() JB Oxford & Co. Packaged SoftwareTechnology Services Part of The Charles Schwab Corp., JB Oxford & Co. is a company that provides discount brokerage services. The company is based in Beverly Hills, CA. JB Oxford was acquired by Ameritrade Holding Corp. from Cambridge Capital Holdings, Inc. on June 07, 2004. | Packaged Software | Director/Board Member | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Director/Board Member | |
Prestige Financial Holdings Group Ltd. | Chief Executive Officer | ||
George Washington University | College/University | Graduate Degree | |
Verdence Capital Advisors LLC
![]() Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Investment Managers | Investment Committee Member | |
GSC Group, Inc.
![]() GSC Group, Inc. Investment Banks/BrokersFinance GSC Group, Inc. provides financial, insurance and real estate services. The company is based in Houston, TX. | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
Medical Security Insurance Co. (Investment Portfolio) | Investment Managers | Chief Executive Officer | |
Medical Mutual Insurance Co. of North Carolina
![]() Medical Mutual Insurance Co. of North Carolina Managed Health CareHealth Services Medical Mutual Insurance Co. of North Carolina provides medical insurance services. It markets and sells professional liability insurance, employee benefit plans, and commercial insurance to medical practices. The company was founded in 1975 and is headquartered in Raleigh, NC. | Managed Health Care | Director of Finance/CFO | |
Johnson Lambert LLP
![]() Johnson Lambert LLP Miscellaneous Commercial ServicesCommercial Services Johnson Lambert LLP provides accounting services. Its services include financial statement audit, tax services, regulatory services, risk assurance services, advisory services, and IT consulting. The company was founded in 1986 by Deborah Lambert and Larry H. Johnson and is headquartered in Vienna, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Peninsula Energy Services Co., Inc.
![]() Peninsula Energy Services Co., Inc. Miscellaneous Commercial ServicesCommercial Services Peninsula Energy Services Co., Inc. provides natural gas supply and supply management services. Its services include asset management, transportation and storage, structured wholesale transactions, generation services, risk management, wholesale supply, and retail supply. The company was founded in 2002 and is headquartered in Dover, DE. | Miscellaneous Commercial Services | President | |
Bryn Mawr Capital Management LLC
![]() Bryn Mawr Capital Management LLC Investment ManagersFinance Bryn Mawr Capital Management LLC (BMCM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. Formerly known as WSFS Capital Management LLC, the firm was founded in 1994 as West Capital Management LLC. They are a wholly-owned subsidiary of WSFS Financial Corp. (NASDAQ: WSFS). BMCM provides financial planning, consulting and investment management services to individuals, qualified plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Director of Research - Equity |
Statistik
International
Vereinigte Staaten | 35 |
Vereinigtes Königreich | 3 |
China | 2 |
Hong Kong | 2 |
Sektoral
Finance | 16 |
Consumer Services | 13 |
Commercial Services | 5 |
Utilities | 3 |
Industrial Services | 2 |
Operativ
Corporate Officer/Principal | 35 |
Undergraduate Degree | 30 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 8 |
Graduate Degree | 8 |
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