Stephen Angelo Halkos
Direktor/Vorstandsmitglied bei Edge Capital Partners LLC
Ursprung des Netzwerks ersten Grades von Stephen Angelo Halkos
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth.
19
| Subsidiary | Investment Managers | 19 |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services.
14
| Subsidiary | Investment Managers | 14 |
Edge Capital Partners LLC
Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA.
10
| Subsidiary | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stephen Angelo Halkos
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
SOUTHERN FIRST BANCSHARES, INC. | Regional Banks | Director/Board Member | |
Goldman Sachs Bank AG
Goldman Sachs Bank AG Major BanksFinance Goldman Sachs Bank AG engages in the provision of banking and financial services. Its business activities also include securities trading, asset management, and investment consulting. The company was founded on May 27, 1992 and is headquartered in Zurich, Switzerland. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Investment Managers | Investment Committee Member | |
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 | Undergraduate Degree | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Dartmouth College | College/University | Masters Business Admin | |
Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Georgia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Georgia State University | College/University | Undergraduate Degree Masters Business Admin | |
Emory University | College/University | Masters Business Admin Masters Business Admin | |
Furman University | College/University | Undergraduate Degree Undergraduate Degree | |
The Woodruff Arts Center
The Woodruff Arts Center Specialty StoresRetail Trade The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA. | Specialty Stores | Director/Board Member | |
University of Vermont | College/University | Undergraduate Degree | |
Southern First Bank (South Carolina)
Southern First Bank (South Carolina) Regional BanksFinance Southern First Bank operates as a nationally chartered commercial bank. It provides cash management services, such as online banking; automated clearing house and wire transfers; business checking accounts; money market accounts; and certificates of deposit. The company was founded by Art Seaver in 2000 headquartered in Greenville, SC. | Regional Banks | Director/Board Member | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
High Museum of Art
High Museum of Art Other Consumer ServicesConsumer Services The High Museum of Art is a cultural institution that aims to bring together communities through art. The High Museum of Art is based in Atlanta, GA. The non-profit company's mission is to inspire and encourage visitors to discover new ideas and perspectives. The museum provides a space for people to connect with each other and with art. | Other Consumer Services | Director/Board Member | |
Goizueta Business School-Emory | College/University | Undergraduate Degree | |
Glenmore Advisors LLC
Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Investment Managers | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Masters Business Admin | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Kennesaw State University | College/University | Undergraduate Degree | |
University of South Carolina | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Masters Business Admin | |
PPB Capital Partners LLC
PPB Capital Partners LLC Investment ManagersFinance PPB Capital Partners LLC (PPB CAPITAL PARTNERS) is a private equity firm founded in 2008. The firm is headquartered in Conshohocken, Pennsylvania. | Investment Managers | Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Davenport & Co. LLC (Broker)
Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Washington & Lee University | College/University | Undergraduate Degree | |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
The College of William & Mary | College/University | Masters Business Admin | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
St. Lawrence University | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
The Johns Hopkins University | College/University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 46 |
Schweiz | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 27 |
Finance | 18 |
Communications | 2 |
Commercial Services | 2 |
Retail Trade | 2 |
Operativ
Undergraduate Degree | 28 |
Analyst-Equity | 26 |
Corporate Officer/Principal | 25 |
Portfolio Manager-Equities | 25 |
Masters Business Admin | 12 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Stephen Angelo Halkos
- Unternehmensverbindungen