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Provenienza dei contatti di primo grado di Adam Levensohn
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Texas Tech University
40
| College/University | Other Consumer Services | 40 |
Deloitte/Malawi/
![]() Deloitte/Malawi/ Miscellaneous Commercial ServicesCommercial Services Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi.
2
| Private Company | Miscellaneous Commercial Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Adam Levensohn tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
CINTAS CORPORATION | Other Consumer Services | Corporate Officer/Principal | |
FIRST FINANCIAL BANKSHARES, INC. | Major Banks | Chief Executive Officer Sales & Marketing | |
Westwood Management Corp. (Texas)
![]() Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Investment Managers | Analyst-Equity | |
Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Trading-Equity | |
Teacher Retirement System of Texas
![]() Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
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. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Cain Brothers & Co. LLC
![]() Cain Brothers & Co. LLC Investment Banks/BrokersFinance Cain Brothers & Co. LLC delivers solutions to mergers and acquisitions, capital raising, and strategic and financial advisory clients. Its services include strategic and financial advisory, direct bank placements, tax-exempt bond underwriting, joint ventures and affiliations, fairness opinions and valuations, leverage finance, swaps and derivatives, and growth equity. The company was founded by Daniel M. Cain and James E. Cain in 1982 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Investment Managers | Sales & Marketing | |
SFMG LLC
![]() SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Investment Managers | Portfolio Manager-Equities | |
RAPID THERAPEUTIC SCIENCE LABORATORIES, INC. | Pharmaceuticals: Other | Director/Board Member | |
Lee Financial Co. LLC
![]() Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Investment Managers | Corporate Officer/Principal | |
Carter, Ledyard & Milburn LLP
![]() Carter, Ledyard & Milburn LLP Miscellaneous Commercial ServicesCommercial Services Carter, Ledyard & Milburn LLP provides legal services. The private company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Graduate Degree | |
Georgia Southern University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
Louisiana Tech University | College/University | Undergraduate Degree | |
University of Florida | College/University | Graduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree | |
Universidad de Buenos Aires | College/University | Doctorate Degree | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Johnson, Miller & Co.
![]() Johnson, Miller & Co. Miscellaneous Commercial ServicesCommercial Services Johnson, Miller & Co. engages in the provision of financial and accounting services. It services include estate planning, tax formation, nonprofit tax, payroll tax, international tax, employee benefit plan audits, corporate governance advisory, and labor analysis. The company was founded in 1937 and is headquartered in Midland, TX. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
McLane International LLC
![]() McLane International LLC Air Freight/CouriersTransportation McLane International LLC provides international trading and solution services. Its services include consolidating export containers worldwide, multi-llngual stickering program, expert logistics management, international trade show participation and the lady liberty brand. The company was founded by Drayton McLane in 1958 and is headquartered in Houston, TX. | Air Freight/Couriers | Corporate Officer/Principal | |
Permian Basin Petroleum Association, Inc.
![]() Permian Basin Petroleum Association, Inc. Miscellaneous Commercial ServicesCommercial Services Permian Basin Petroleum Association engages in the oil and gas exploration. It provides a wide variety of membership services to producers, service companies, employees, affiliates and families. The company was founded in 1961 and is headquartered in Midland, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Dallas Area Rapid Transit
![]() Dallas Area Rapid Transit Other TransportationTransportation Dallas Area Rapid Transit operates local and express bus routes. It offers public transit services, customer facilities, carpool and vanpool services. The company was founded 1983 and is headquartered in Dallas, TX. | Other Transportation | Corporate Officer/Principal | |
Lubbock Electric Co., Inc.
![]() Lubbock Electric Co., Inc. Industrial MachineryProducer Manufacturing Lubbock Electric Co., Inc. engages in the manufacture of electrical equipment. Its products include electric motors, industrial compressors, electrical controls, hydraulic equipment, industrial supplies, cotton gin technology, and LED lighting. It also provides repairs and field services. The company was founded by Paul V. Bush in 1944 and is headquartered in Lubbock, TX. | Industrial Machinery | Corporate Officer/Principal | |
Liahona Ventures LLC
![]() Liahona Ventures LLC Investment ManagersFinance Liahona Ventures LLC (Liahona Ventures) is a venture capital firm founded in 2006 by Christopher Shonk. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Greater Dallas Hispanic Chamber of Commerce | Chairman | ||
Cambria Investment Management LP
![]() Cambria Investment Management LP Investment ManagersFinance Cambria Investment Management LP (Cambria) is an independent, SEC-registered investment advisor headquartered in Manhattan Beach, California. Originally founded by Eric W. Richardson and Mebane T. Faber in 2006 as Cambria Investment Management, Inc., the firm underwent a structural change in 2012 and has since been known as Cambria Investment Management LP. Cambria provides investment advice to the Cambria Trust Funds and Cambria Digital Advisor Accounts. | Investment Managers | Corporate Officer/Principal | |
Accredited Investors, Inc.
![]() Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Investment Managers | Analyst-Equity | |
ShankerValleau Wealth Advisors, Inc.
![]() ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Investment Managers | Portfolio Manager-Equities | |
Astoria Strategic Wealth, Inc.
![]() Astoria Strategic Wealth, Inc. Investment ManagersFinance Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas. | Investment Managers | Chief Investment Officer | |
PetroCap LLC
![]() PetroCap LLC Investment ManagersFinance PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
Cambridge Investment Research Advisors, Inc.
![]() Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Investment Managers | Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin | |
University of Texas at San Antonio | College/University | Masters Business Admin | |
Kleoss Capital (Pty) Ltd.
![]() Kleoss Capital (Pty) Ltd. Investment ManagersFinance Kleoss Capital (Pty) Ltd. (Kleoss Capital) is a private equity firm founded in 2014 by Halekopane Matsipa. The firm is headquartered in Gauteng, South Africa. | Investment Managers | Director of Finance/CFO | |
Montana Extraction Co. LLC | Director/Board Member | ||
Delos Wealth Advisors LLC
![]() Delos Wealth Advisors LLC Investment ManagersFinance Delos Wealth Advisors LLC (DWA) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2019 and is a subsidiary of Delos Capital Advisors LLC. DWA offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans (but not the plan participants) and charitable organizations. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Argentina | 2 |
Sud Africa | 2 |
Settori
Finance | 27 |
Consumer Services | 14 |
Commercial Services | 4 |
Transportation | 3 |
Health Technology | 2 |
Posizioni
Director/Board Member | 57 |
Undergraduate Degree | 41 |
Corporate Officer/Principal | 35 |
Graduate Degree | 19 |
Analyst-Equity | 12 |
Contatti più connessi
Insiders | |
---|---|
F. Dueser | 37 |
Carin Barth | 35 |
Angel L. Reyes | 7 |
Tadd D. Tobkin | 6 |
Anne Buchanan | 6 |
Alaa Razia | 5 |
Jarrod Upton | 5 |
Joma Oloko | 5 |
Jordan Strebeck | 5 |
Sandra K. Truitt | 5 |
Melisa Afordofe | 4 |
William Metzler | 4 |
Benjamin Lim | 4 |
Stephen Lowery | 4 |
Trevor Scott Cook | 4 |
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