Provenienza dei contatti di primo grado di Amanda Lee Newton Lott
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Texas Tech University
56
| College/University | Other Consumer Services | 56 |
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.
24
| Extinct | Investment Managers | 24 |
Fairleigh Dickinson University
5
| College/University | Other Consumer Services | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Amanda Lee Newton Lott tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
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 | |
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 | |
TPG Global LLC
TPG Global LLC Investment ManagersFinance TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal 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 | Portfolio Manager-Equities Sales & Marketing Portfolio Manager-Equities | |
Frost Investment Advisors LLC
Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients. | Investment Managers | Portfolio Manager-Equities | |
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 | President Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
Microphase Corp.
Microphase Corp. Telecommunications EquipmentElectronic Technology Microphase Corp. engages in the design, development, and manufacture of standard and customized radio frequency, microwave, and millimeter-wave components, devices, subsystems and integrated modules. It products include detectors, limiters, multipliers, switches, couplers; DLVAs/SDLVAs; filter products; multifunction assemblies and integrated subsystems; millimeter wave products; amplifiers; CATV/wireline products; and teset and measurement products. The company was founded by Necdet F. Ergul in 1955 and is headquartered in Shelton, CT. | Telecommunications Equipment | Director/Board Member | |
Tongji University | College/University | Corporate Officer/Principal | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity | |
San Diego State University | College/University | Undergraduate Degree Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Texas Christian University | College/University | Masters Business Admin | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Ramapo College of New Jersey | College/University | Undergraduate Degree | |
Saint Peter's University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Graduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
Association for Information Systems, Inc.
Association for Information Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Information Systems serves society through the advancement of knowledge and the promotions. The firm offers research, teaching, practice, and study of information systems to individuals and organizations. The company is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Institute for Operations Research & the Management Sciences
Institute for Operations Research & the Management Sciences Miscellaneous Commercial ServicesCommercial Services Institute for Operations Research & the Management Sciences operates as non-profit organization. It promotes practices and advances in operations research, management science, and analytics to improve operational processes, decision-making, and outcomes. The company was founded in 1995 and is headquartered in Catonsville, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 Landmen’s Association | Corporate Officer/Principal | ||
Weatherford College | College/University | Undergraduate Degree | |
Reliance Energy Partners LLC
Reliance Energy Partners LLC Wholesale DistributorsDistribution Services Part of NGL Energy Partners LP, Reliance Energy Partners LLC retails propane products. The company is based in Peabody, KS. Reliance Energy Partners was acquired by NGL Energy Partners LP on August 04, 2009 for $2.35 million. | Wholesale Distributors | 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 | |
Unitex Oil & Gas LLC
Unitex Oil & Gas LLC Oil & Gas ProductionEnergy Minerals Unitex Oil & Gas LLC engages in exploration and production of oil and gas properties. The company was founded by David C. Wilson in 2003 and is headquartered in Midland, TX. | Oil & Gas Production | General Counsel | |
Fujian University of Technology | College/University | Corporate Officer/Principal | |
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 | |
Tailwater Capital LLC
Tailwater Capital LLC Investment ManagersFinance Tailwater Capital LLC (Tailwater Capital) is a private equity firm founded in 2013 by Edward Herring and Jason Downie. The firm headquartered in Texas, US. | Investment Managers | Chief Executive Officer | |
University of Texas at San Antonio | College/University | Masters Business Admin | |
Texas Tech University School of Law | College/University | Graduate Degree Graduate Degree | |
Bynum School
Bynum School Other Consumer ServicesConsumer Services Bynum School is a special needs school located in Midland, TX. The school is dedicated to providing high-quality education to individuals with intellectual disabilities, autism spectrum disorders, learning disabilities, unique and rare syndromes, and medical fragility. Bynum School focuses on the abilities of its students and is committed to helping them achieve their various needs, passions, and dreams. The school has experienced significant growth over the past five years, reflecting the community's need for quality education for its special needs population. | Other Consumer Services | Director/Board Member | |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Hospice Cloud, Inc.
Hospice Cloud, Inc. Medical DistributorsDistribution Services Hospice Cloud, Inc. provides medical equipment. The company is headquartered in Austin, TX. | Medical Distributors | Director/Board Member | |
Seed Sumo Management LLC
Seed Sumo Management LLC Investment ManagersFinance Seed Sumo Management LLC (Seed Sumo) is a venture capital firm founded in 2013 by Bryan Bulte, DJ Monteilh, Doss Cunningham, and Manish Patel. The firm is headquartered in Bryan, Texas. | Investment Managers | Founder | |
Institute of Electrical & Electronics Engineers /China/ | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Cina | 4 |
Settori
Finance | 19 |
Consumer Services | 17 |
Commercial Services | 3 |
Distribution Services | 3 |
Electronic Technology | 2 |
Posizioni
Corporate Officer/Principal | 89 |
Undergraduate Degree | 84 |
Director/Board Member | 48 |
Graduate Degree | 28 |
Analyst-Equity | 26 |
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