Julian Burgess
Analyst-Equity bei Smith Group Asset Management LLC
Ursprung des Netzwerks ersten Grades von Julian Burgess
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Smith Group Asset Management LLC
 Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s.
6
| Subsidiary | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Julian Burgess
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
Cantor Select Portfolios Trust
 Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Finance/Rental/Leasing | Chief Investment Officer Chief Executive Officer | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Malaysia | College/University | Undergraduate Degree | |
| Altisource Online Auction, Inc. | 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 | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
| HALLIBURTON COMPANY | Oilfield Services/Equipment | Corporate Officer/Principal | |
Mercer Human Resource Consulting Pty Ltd.
 Mercer Human Resource Consulting Pty Ltd. Miscellaneous Commercial ServicesCommercial Services Mercer Human Resource Consulting Pty Ltd. provides human resource consulting, outsourcing, and investment services. It offers customized administration, technology, and total benefit outsourcing solutions. Its investment services include global leadership in investment consulting, retirement plan design and governance, and multi-manager investment management. The company was founded in 1937 and is headquartered in Melbourne, Australia | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | Masters Business Admin | |
| The University of Alabama | College/University | Masters Business Admin | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Dayton | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 20 |
| Hong Kong | 2 |
| Malaysia | 2 |
| Australien | 2 |
Sektoral
| Finance | 10 |
| Consumer Services | 7 |
| Commercial Services | 5 |
| Industrial Services | 2 |
Operativ
| Corporate Officer/Principal | 16 |
| Portfolio Manager-Equities | 9 |
| Undergraduate Degree | 6 |
| Analyst-Equity | 5 |
| Chief Investment Officer | 4 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| John David Brim | 9 |
| Steve Smith | 9 |
| Stephanie Camille Jones | 8 |
| Lu Peh | 6 |
| Tyler Fulton | 5 |
| Chris Zogg | 3 |
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