Matt Stephani
Präsident bei Cavanal Hill Investment Management, Inc.
Ursprung des Netzwerks ersten Grades von Matt Stephani
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Brigham Young University
226
| College/University | Other Consumer Services | 226 |
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.
34
| Subsidiary | Investment Managers | 34 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matt Stephani
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| NATURE'S SUNSHINE PRODUCTS, INC. | Pharmaceuticals: Other | Sales & Marketing Compliance Officer | |
Micro Focus (US), Inc.
 Micro Focus (US), Inc. Packaged SoftwareTechnology Services Micro Focus (US), Inc. develops implements and supports proprietary, mixed source and open source software. Its solutions include visual cobol, terminal emulation, borland, corba and mainframe solutions. The firm helps to organizations securely deliver and manage computing services across physical, virtual and cloud computing environments. The company was founded in 1983 and is headquartered in Provo, UT. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| MARRIOTT INTERNATIONAL, INC. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
| Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
Juvo Ventures LLC
 Juvo Ventures LLC Investment ManagersFinance Juvo Ventures LLC (Juvo Ventures) is a venture capital subsidiary of Western Governors University. The firm is founded in 2018 and headquartered in Salt Lake City, Utah. | Investment Managers | Consultant / Advisor Private Equity Investor Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Pelion Venture Partners
 Pelion Venture Partners Investment ManagersFinance Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
| The University of Tulsa | College/University | Masters Business Admin Graduate Degree | |
Pairin, Inc.
 Pairin, Inc. Packaged SoftwareTechnology Services Pairin, Inc. allows schools to meet the real world achievement needs of every student, accelerate college and career readiness, and increase graduation rates. Its survey is based on decades of scientific research and is the only longitudinal, non-cognitive measurement available on the market. The company was founded by Michael L. Simpson and Ron C. Young in 2011 and is headquartered in Denver, CO. | Packaged Software | Director/Board Member Director/Board Member | |
Aegis Wealth Group LLC
 Aegis Wealth Group LLC Investment ManagersFinance Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses. | Investment Managers | Director of Investments Founder | |
| Westminster College (Utah) | College/University | Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Corporate Officer/Principal Masters Business Admin | |
Pacific Coast Capital Partners LLC
 Pacific Coast Capital Partners LLC Investment ManagersFinance Pacific Coast Capital Partners LLC (PCCP) is a private equity founded in 1998. The firm is headquartered in San Francisco. | Investment Managers | Private Equity Investor Private Equity Investor | |
| University of Kansas | College/University | Graduate Degree Undergraduate Degree | |
DLA Piper LLP (United States)
 DLA Piper LLP (United States) Miscellaneous Commercial ServicesCommercial Services DLA Piper LLP provides legal services to clients. It offers services in the areas of corporate and securities, venture capital and emerging companies, litigation. The company was founded in 2005 and it is headquartered in Baltimore, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin | |
Needle, Inc.
 Needle, Inc. Internet Software/ServicesTechnology Services Needle, Inc. provides a communication platform for shopping information. It offers advocates, plus, and premium suites. The company was founded by Morgan Lynch, Mikko Valimaki, and Joey Dempster in 2010 and is headquartered in Lehi, UT. | Internet Software/Services | Director/Board Member President | |
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 | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| DOMO, INC. | Packaged Software | Director/Board Member Chairman | |
| University of Utah | College/University | Doctorate Degree Masters Business Admin | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Nelson & Associates, Inc.
 Nelson & Associates, Inc. Personnel ServicesCommercial Services Nelson & Associates, Inc. provides staffing and placement services. It offers full-time and executive search placement in the areas of senior-level accounting and finance consultation. The company was founded by Gary D. Nelson in 1970 and is headquartered in Sonoma, CA. | Personnel Services | Consultant / Advisor | |
| Kellogg School of Management | College/University | Masters Business Admin | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Indiana University | College/University | Doctorate Degree | |
| Austin College | College/University | Undergraduate Degree | |
| ROSINTER RESTAURANTS HOLDING | Restaurants | Sales & Marketing | |
Highland Capital Management LP
 Highland Capital Management LP Investment ManagersFinance Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts). | Investment Managers | Portfolio Manager-Equities | |
| The University of Chicago Law School | College/University | Graduate Degree | |
Consolidated Investment Group LLC
 Consolidated Investment Group LLC Investment ManagersFinance Consolidated Investment Group LLC (CIG) is an independent investment advisory firm headquartered in Englewood, Colorado. The firm was founded by David Merage in 2003. CIG provides investment advice to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
| PRISM LLC | Corporate Officer/Principal | ||
| University of Denver | College/University | Graduate Degree | |
Aimbridge Hospitality LLC
 Aimbridge Hospitality LLC Real Estate DevelopmentFinance Aimbridge Hospitality LLC operates as an independent hotel management and investment firm. It offers hotel management; resort and luxury, acquisition and development; capital oversight, receivership and interim management, asset management, and consulting services. The company was founded by Les Bentley and Dave Johnson in 2003 and is headquartered in Plano, TX. | Real Estate Development | Chief Executive Officer | |
Municipal Advisory Council of Texas
 Municipal Advisory Council of Texas Miscellaneous Commercial ServicesCommercial Services The Municipal Advisory Council of Texas is a non-profit membership corporation which collects, maintains and distributes information related to Texas municipal debt issuers through a variety of programs. The council was organized in 1954 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| University of Sao Paulo | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 46 |
| Neuseeland | 2 |
| Russland | 2 |
| Brasilien | 2 |
Sektoral
| Consumer Services | 19 |
| Finance | 17 |
| Commercial Services | 8 |
| Technology Services | 6 |
| Health Technology | 2 |
Operativ
| Corporate Officer/Principal | 133 |
| Undergraduate Degree | 98 |
| Director/Board Member | 87 |
| Graduate Degree | 43 |
| Masters Business Admin | 42 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Blake Modersitzki | 24 |
| Robert Grant | 21 |
| Jeff Kearl | 19 |
| Carine Clark | 18 |
| Brian Jones | 14 |
| Joseph Nemelka | 12 |
| Curtis Trumbull Atkisson | 11 |
| Scott Pulsipher | 11 |
| Travis Oliphant | 10 |
| Dayton Judd | 10 |
| LeGrand Lewis | 10 |
| Jamon A. Jarvis | 9 |
| James Arthur Worden | 9 |
| Sean K Brown | 9 |
| Dennis D. Olcott | 9 |
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