Todd Stewart
Direktor der Forschung - Eigenkapital bei SageView Advisory Group LLC
Ursprung des Netzwerks ersten Grades von Todd Stewart
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
University of Tennessee
80
| College/University | Other Consumer Services | 80 |
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients.
12
| Holding Company | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Todd Stewart
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Vanderbilt University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Xavier University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Safety & Ecology Corp.
Safety & Ecology Corp. Miscellaneous Commercial ServicesCommercial Services Safety & Ecology Corp. provides environmental engineering and contract services. It offers construction, remediation and demolition, environmental services and environmental technology. The company was founded by Christopher P. Leichtweis in 1991 and is headquartered in Knoxville, TN. | Miscellaneous Commercial Services | Chief Executive Officer Chief Operating Officer Director of Finance/CFO | |
East Tennessee State University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
University of Memphis | College/University | Graduate Degree Masters Business Admin | |
University of Tennessee Research Foundation | Director/Board Member Consultant / Advisor | ||
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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 Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Masters Business Admin | |
Aldebaran Financial, Inc.
Aldebaran Financial, Inc. Investment ManagersFinance Aldebaran Financial Inc. is an independent registered investment advisory firm headquartered in Kingsport, Tennessee. It was founded by Don Raber in 1991. The firm provides custom investment advice and supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Monogram Food Solutions LLC
Monogram Food Solutions LLC Food: Meat/Fish/DairyConsumer Non-Durables Monogram Food Solutions LLC produces and distributes packaged meat products snacks and appetizers. It offers beef jerky, corn dogs, pre-cooked bacon, and other value-added meat products. The firm's brands include Wild Bill's, Hannah's, Trail's Best, O'Brien, King Cotton, Circle B, Enjoy and Hickory Best, and Bulls. The company was founded by Karl A. Schledwitz and Wes Jackson in 2004 and is headquartered in Memphis, TN. | Food: Meat/Fish/Dairy | Director/Board Member Chief Executive Officer | |
Patten & Patten, Inc.
Patten & Patten, Inc. Investment ManagersFinance Patten & Patten, Inc. (P&P) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chattanooga, Tennessee. The firm was founded in 1976 by W.A. Bryan Patten and Z. Cartter Patten, III. P&P provides investment advisory and management services on a discretionary basis to individuals, families, individual retirement plans, trusts, family partnerships, endowments, foundations, pension and profit-sharing plans, 401(k)s and other qualified institutional retirement vehicles, and other institutional investment accounts. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Society for Human Resource Management
Society for Human Resource Management Miscellaneous Commercial ServicesCommercial Services The Society for Human Resource Management (SHRM) is the world's largest HR association with almost 325,000 members. The non-profit company is based in Alexandria, VA and has subsidiaries in India and the United States. The company aims to create better workplaces and address critical issues affecting society that impact work. Johnny C. Taylor has been the CEO of the company since 2017. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
San Diego State University | College/University | Undergraduate Degree | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Steel Grove Capital Advisors LLC
Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities | |
Weaver C. Barksdale & Associates, Inc.
Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Investment Managers | Analyst-Fixed Income | |
Regions Investment Management, Inc.
Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients. | Investment Managers | Corporate Officer/Principal | |
SouthState DuncanWilliams Securities Corp.
SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
FHN Financial Securities Corp.
FHN Financial Securities Corp. Investment Banks/BrokersFinance FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients. | Investment Banks/Brokers | Institutional Sales | |
Northern Capital Securities Corp.
Northern Capital Securities Corp. Investment Banks/BrokersFinance Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker. | Investment Banks/Brokers | Corporate Officer/Principal | |
Aidin, Inc.
Aidin, Inc. Packaged SoftwareTechnology Services Aidin, Inc. operates as a web-based post discharge care providers referral platform. It collects hard data about how well post-acute providers perform and present information to patients. The firm helps to track previous patient reviews. The company was founded by Janan Rajeevikaran, Russell Graney and Michael Galbo in 2011 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
University of South Carolina | College/University | Undergraduate Degree | |
Suffolk University | College/University | Undergraduate Degree | |
LCG Associates, Inc.
LCG Associates, Inc. Investment ManagersFinance LCG Associates, Inc. is a private company based in Atlanta, GA. LCG Associates provides services in the field of investment consulting. The company was founded in 1973 and the CEO is Edward F. Johnson. | Investment Managers | Corporate Officer/Principal | |
Washington & Lee University | College/University | Undergraduate Degree | |
Wake Forest University | College/University | Masters Business Admin | |
University of Maryland | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Masters Business Admin | |
Oregon State University | College/University | Undergraduate Degree | |
Agilitas USA, Inc.
Agilitas USA, Inc. Medical/Nursing ServicesHealth Services Agilitas USA, Inc. engages in the provision of physical therapy services. The treatments it offers include dry needling therapy, manual therapy, and pelvic health speciality clinics. The company was founded by Garry Cunningham, Gregory Spurgin, and Tracy Caulkins in 1996 and is headquartered in Franklin, TN. | Medical/Nursing Services | Corporate Officer/Principal | |
Incompass Medical Solutions LLC
Incompass Medical Solutions LLC Packaged SoftwareTechnology Services Incompass Medical Solutions LLC provides inventory tracking software for hospitals and vendors. It is a developer of healthcare technology used by hospitals to automate the coordination, management of instruments and implants for surgical procedures. The company was founded by Matt Brandt in November 2014 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Bechtel Marine Propulsion Corp.
Bechtel Marine Propulsion Corp. Industrial ConglomeratesProducer Manufacturing Part of Bechtel Group, Inc., Bechtel Marine Propulsion Corp. is a company that manufactures naval nuclear propulsion systems. The company is based in Reston, VA. | Industrial Conglomerates | Corporate Officer/Principal | |
Williams College of Business | College/University | Masters Business Admin | |
BELL BUCKLE HOLDINGS, INC. | Movies/Entertainment | Chief Operating Officer | |
American Society for Healthcare Human Resource Administration | Corporate Officer/Principal | ||
ZMM, Inc.
ZMM, Inc. Engineering & ConstructionIndustrial Services ZMM, Inc. provides architectural services. Its services include educational facility planning, programming, space planning, feasibility studies, existing building evaluation, site evaluation and analysis, architectural design, sustainable design, interior design, landscape architecture, structural engineering, construction administration, value engineering, life cycle cost analysis and post-occupancy evaluation. The company was founded by Ray Zando, Ken Martin, and Monty Milstead in 1959 and is headquartered in Charleston, WV. | Engineering & Construction | Director/Board Member | |
UCI Medical Affiliates, Inc.
UCI Medical Affiliates, Inc. Miscellaneous Commercial ServicesCommercial Services UCI Medical Affiliates, Inc. provides nonmedical management and administrative services for freestanding medical centers. The company was founded in 1981 and is headquartered in Columbia, SC. | Miscellaneous Commercial Services | Human Resources Officer | |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Investment Managers | Market Strategist |
Statistik
International
Vereinigte Staaten | 51 |
Sektoral
Finance | 22 |
Consumer Services | 18 |
Commercial Services | 4 |
Technology Services | 3 |
Health Technology | 2 |
Operativ
Undergraduate Degree | 89 |
Corporate Officer/Principal | 89 |
Director/Board Member | 46 |
Analyst-Equity | 32 |
Graduate Degree | 26 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Andrew Bouldin | 18 |
Robert Bruce Avery | 12 |
H. Wilkerson | 10 |
Mitchell Steiner | 9 |
Christopher Leichtweis | 9 |
John Pontius | 8 |
Stevan D. Porter | 8 |
Mark Howard Kordonsky | 8 |
Zach Parham | 7 |
Sarah Gardial | 7 |
Tim Evans | 7 |
Ashley Wilson | 6 |
Nolan D. Kamerer | 6 |
Chidinma I. Iwueke | 6 |
Leigh Cason | 6 |
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- Insiders
- Todd Stewart
- Unternehmensverbindungen