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Olga Vladimirovna Lee
Analyst-Equity bei A. Montag & Associates, Inc.
Ursprung des Netzwerks ersten Grades von Olga Vladimirovna Lee
Einheit | Art der Einheit | Industrie | |
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A. Montag & Associates, Inc.
![]() A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions.
19
| Private Company | Investment Managers | 19 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Olga Vladimirovna Lee
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Washington University in St. Louis | College/University | Undergraduate Degree | |
Buckhead Capital Management LLC
![]() Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | Analyst-Equity | |
Keane Capital Management, Inc.
![]() Keane Capital Management, Inc. Investment ManagersFinance Keane Capital Management, Inc. provides investment advice. The company was founded by Peter Keane in 1999 and is headquartered in Charlotte, NC. | Investment Managers | Corporate Officer/Principal | |
TBFM LLP
![]() TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Investment Managers | Analyst-Equity | |
MARVION INC. | Precious Metals | Chairman | |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Investment Managers | Portfolio Manager-Equities | |
Dartmouth College | College/University | Masters Business Admin | |
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 | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Servidyne, Inc.
![]() Servidyne, Inc. Engineering & ConstructionIndustrial Services Servidyne, Inc. provides demand response solutions. The firm’s services include benchmarking, energy audits, energy STAR certification, retro-commissioning (RCx), LEED services, sustainability and ESCO engineering support services. The company was founded by E. Milton Bevington in 1974 and is headquartered in Atlanta, GA. | Engineering & Construction | Director/Board Member | |
Wake Forest University | College/University | Masters Business Admin | |
Emory University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
American University | College/University | Undergraduate Degree | |
The American University of Paris | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Centre College | College/University | Undergraduate Degree | |
Davidson College | College/University | Undergraduate Degree Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
Georgia State University | College/University | Masters Business Admin | |
Hebrew Union College-Jewish Institute of Religion | College/University | Director/Board Member | |
Yale University | College/University | Undergraduate Degree | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
University of South Carolina | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin | |
OLDE Discount Corp.
![]() OLDE Discount Corp. Investment Banks/BrokersFinance OLDE Discount Corp. provides securities brokerage services. The private company is based in Detroit, MI. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bobby Dodd Institute, Inc.
![]() Bobby Dodd Institute, Inc. Services to the Health IndustryHealth Services The Bobby Dodd Institute, Inc. provides training and employment opportunities for the disabled. It offers work evaluation, vocational training, work adjustment, job placement, technical training, food services training and assistance programs for the differently-abled people. The company was founded in 1960 and is headquartered in Atlanta, GA. | Services to the Health Industry | Director/Board Member | |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Regional Banks | Corporate Officer/Principal | |
National Center For Civil & Human Rights, Inc.
![]() National Center For Civil & Human Rights, Inc. Other Consumer ServicesConsumer Services National Center For Civil & Human Rights, Inc. operates a museum for the education of the American civil rights movement. The company was founded in 2007 and is headquartered in Atlanta, GA. | Other Consumer Services | Director/Board Member | |
Gratus Capital LLC
![]() Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Investment Managers | Analyst-Equity | |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
Visiting Nurse Health System, Inc.
![]() Visiting Nurse Health System, Inc. Medical/Nursing ServicesHealth Services Visiting Nurse Health System, Inc. provides home health care services. The non-profit company is based in Atlanta, GA. Norene Mostkoff has been the CEO of the company since 2016. | Medical/Nursing Services | Director/Board Member | |
Silvant Capital Management LLC
![]() Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. | Investment Managers | President | |
Silverberry Capital LLC | Corporate Officer/Principal | ||
Atlanta Society of Financial Analysts | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 48 |
Singapur | 2 |
Frankreich | 2 |
Sektoral
Consumer Services | 24 |
Finance | 20 |
Health Services | 3 |
Non-Energy Minerals | 2 |
Industrial Services | 2 |
Operativ
Portfolio Manager-Equities | 21 |
Analyst-Equity | 19 |
Undergraduate Degree | 19 |
Corporate Officer/Principal | 15 |
Masters Business Admin | 9 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Kent Shaw | 7 |
Warren Miller Gump | 6 |
Baoky Vu | 6 |
Tony Montag | 6 |
Ben Harris | 5 |
Chris Guinther | 5 |
John Louis Montag | 5 |
Hong-Tsun Simon | 4 |
Tom Frisbie | 4 |
John G. Ralls | 4 |
Molly Guenther | 4 |
Ned Montag | 4 |
Brendan James Wagner | 4 |
Mike Jones | 4 |
Joe Foley | 3 |
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