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Steve Lewis
Mitglied des Investmentausschusses bei Verity Asset Management, Inc.
Ursprung des Netzwerks ersten Grades von Steve Lewis
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Verity Asset Management, Inc.
![]() Verity Asset Management, Inc. Investment ManagersFinance Verity Asset Management, Inc. (Verity AM) is a registered investment advisor headquartered in Durham, North Carolina. The firm was founded by Gordon Wegwart and Sean McGill in 1996 as Verity Investments, Inc. They are a subsidiary of Verity Financial Group, Inc. Verity AM provides discretionary portfolio management services to individual and institutional clients primarily but not exclusively through model portfolios.
6
| Subsidiary | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steve Lewis
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Impax Asset Management LLC
![]() Impax Asset Management LLC Investment ManagersFinance Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Miami University | College/University | Masters Business Admin | |
New Generation, Inc.
![]() New Generation, Inc. Miscellaneous Commercial ServicesCommercial Services New Generation, Inc. provides health care services. It offers shelter, parenting education, case management, life-skill coaching, aftercare and transactional housing. The company was founded by Ruthie Ford in 1987 and is headquartered in Greenland, NH. | Miscellaneous Commercial Services | Director/Board Member | |
Franklin Street Securities, Inc.
![]() Franklin Street Securities, Inc. Investment Banks/BrokersFinance Franklin Street Securities, Inc. provides investment management services. It provides independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources. The company was founded in 1990 and is headquartered in Chapel Hill, NC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Furman University | College/University | Undergraduate Degree | |
Franklin Street Advisors, Inc.
![]() Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Investment Managers | Analyst-Equity | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal | |
Gettysburg College | College/University | Undergraduate Degree | |
New York Board of Trades Cocoa,. | Corporate Officer/Principal | ||
The State University of New York | College/University | Undergraduate Degree | |
Fordham University School of Law | College/University | Graduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 16 |
Sektoral
Consumer Services | 8 |
Finance | 7 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 8 |
Investment Committee Member | 4 |
Corporate Officer/Principal | 4 |
Undergraduate Degree | 4 |
Masters Business Admin | 2 |
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