Andrew Hunter Smith
Direttore Finanziario/CFO presso Delos Wealth Advisors LLC
Provenienza dei contatti di primo grado di Andrew Hunter Smith
Entità | Tipo di entità | Settore Industriale | |
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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.
170
| College/University | Other Consumer Services | 170 |
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.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Andrew Hunter Smith tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment management services to high-net-worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations. | Investment Managers | Analyst-Equity Analyst-Equity | |
RAYMOND JAMES FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal | |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Vaughan Nelson Investment Management LP
Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Investment Managers | Analyst-Equity | |
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 Sales & Marketing Analyst-Equity | |
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-Equity Corporate Officer/Principal Analyst-Equity | |
Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Fixed Income Private Equity Analyst Analyst-Equity | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Texas A&M University | College/University | Masters Business Admin Undergraduate Degree | |
The University of Texas at Austin | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
SMU-Cox School of Business | College/University | Corporate Officer/Principal Corporate Officer/Principal Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
McCombs School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of North Texas | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
AMERICAS TECHNOLOGY ACQUISITION CORP. | Financial Conglomerates | Director/Board Member Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Fifth Partners Advisors LLC
Fifth Partners Advisors LLC Investment ManagersFinance Fifth partners LLC (Fifth Partners) is a venture capital firm founded in the year 2015 by Jeff Brownlow and Joe Drysdale. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor Private Equity Investor | |
MiddleGround Management LP
MiddleGround Management LP Investment ManagersFinance MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky. | Investment Managers | Private Equity Investor Private Equity Investor | |
NB Alternatives Advisers LLC
NB Alternatives Advisers LLC Investment ManagersFinance NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas. | Investment Managers | Private Equity Analyst Private Equity Investor | |
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 | Analyst-Equity Corporate Officer/Principal | |
Rise Run Capital LLC
Rise Run Capital LLC Investment ManagersFinance Rise Run Capital LLC (Rise Run Capital) is a private equity firm founded in 1894. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor Private Equity Investor | |
House of Outdoors, Inc.
House of Outdoors, Inc. Recreational ProductsConsumer Durables House of Outdoors, Inc. is a collection of outdoor-focused companies that bridge the gap between content and commerce. The company is based in Frisco, TX, and has subsidiaries in the United States. The company develops high-quality products that enhance the customer's outdoor lifestyle and create compelling and engaging content. The CEO of the company is Matt Kendrick. House of Outdoors has acquired House of Outdoors on December 31, 2020. | Recreational Products | Director/Board Member Director/Board Member | |
Cobalt Capital Partners
Cobalt Capital Partners Investment ManagersFinance Founded by Lewis Friedland, Cobalt Capital Partners is a real estate private equity firm located in Irving, Texas with additional offices in Atlanta and San Antonio, Texas. The firm was founded in 2002 as a partnership between Lewis D. Friedland and USAA Real Estate Company. They manage the Cobalt Industrial REIT. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Sanders Capital LLC
Sanders Capital LLC Investment ManagersFinance Sanders Capital LLC is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida. The firm was founded by Lewis A. Sanders in 2009. They provide discretionary investment management services to institutional clients and pooled vehicles. Sanders Capital is a signatory to the Principles for Responsible Investment (PRI). | Investment Managers | Analyst-Equity | |
ActivStyle LLC
ActivStyle LLC Medical DistributorsDistribution Services ActivStyle LLC provides home delivery and full-service of medical supplies. The firm offers incontinence, urological, and pediatric and youth supplies. The company was founded in 1997 and is headquartered in Minneapolis, MN. | Medical Distributors | Director/Board Member | |
Stratos Technologies Capital Management LLC
Stratos Technologies Capital Management LLC Investment ManagersFinance Stratos Technologies Capital Management LLC (Stratos Technologies) is a venture capital firm founded in 2016 by Rennick Palley and Mesh Lakhani. The firm is headquartered in Newport Beach, California. | Investment Managers | Founder | |
YummyEarth, Inc.
YummyEarth, Inc. Food DistributorsDistribution Services YummyEarth, Inc. provides organic lollipops, candy drops, and gummy bears. It also offers chewy candies, chocolates, fruit snacks, licorice, and hard candies. The company was founded by Sergio Bicas and Rob Wunder in 2007 and is headquartered in Stamford, CT. | Food Distributors | Director/Board Member | |
Blackstone Innovations Investments
Blackstone Innovations Investments Investment ManagersFinance Blackstone Innovations Investments (Blackstone Innovations Investments) is a venture capital subsidiary of Blackstone Inc. The firm is headquartered in United States. | Investment Managers | Private Equity Investor | |
Kayne Anderson Capital Advisors LP (Private Equity)
Kayne Anderson Capital Advisors LP (Private Equity) Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson Capital Advisors) is a private equity subsidiary of Kayne Anderson Capital Advisors LP founded in 1991. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
New Water Capital LP
New Water Capital LP Investment ManagersFinance New Water Capital LP (New Water Capital) is a private equity firm founded in 2014 by Jason Howard Neimark, Brian McGee and John Disa. The firm is headquartered in Boca Raton, Florida. | Investment Managers | Corporate Officer/Principal | |
University of Saint Louis | College/University | Undergraduate Degree | |
VICO INTERNATIONAL HOLDINGS LIMITED | Financial Conglomerates | Chief Operating Officer | |
Tritium Partners LLC (Texas)
Tritium Partners LLC (Texas) Investment ManagersFinance Tritium Partners LLC (Tritium Partners) is a private equity firm founded in 2013. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
Insight Equity Holdings LLC
Insight Equity Holdings LLC Investment ManagersFinance Insight Equity Holdings LLC (Insight Equity) is a private equity firm founded in 2002 by Victor L Vescovo and Ted W. Beneski. The firm is headquartered in Southlake, Texas. | Investment Managers | Private Equity Analyst | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
Baceline Investments LLC
Baceline Investments LLC Investment ManagersFinance Baceline Investments LLC (Baceline Investments) is a private equity firm founded in 2003 by Douglas Arnold, Craig Zoellner and David Puchi. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 39 |
Filippine | 2 |
Isole Cayman | 2 |
Settori
Finance | 30 |
Consumer Services | 10 |
Distribution Services | 3 |
Consumer Durables | 2 |
Posizioni
Undergraduate Degree | 103 |
Corporate Officer/Principal | 97 |
Director/Board Member | 96 |
Private Equity Investor | 47 |
Analyst-Equity | 39 |
Contatti più connessi
Insiders | |
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Ed Wilson | 33 |
Antonio Garza | 31 |
David Miller | 24 |
William Rainer | 20 |
Delores M. Etter | 17 |
Chase Mulvehill | 11 |
John Oakes | 10 |
Wing Man Hui | 8 |
Royce Wilson | 8 |
Mccall Cravens | 8 |
Wesley Brown | 7 |
Amrita Vir | 7 |
Gavin Richey | 7 |
William Fletcher | 6 |
Brooks Burgum | 6 |
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- Insiders
- Andrew Hunter Smith
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