Blake McWherter
Portfolio Manager-Fixed Income presso Corient Private Wealth LLC
Provenienza dei contatti di primo grado di Blake McWherter
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Texas A&M University
262
| College/University | Other Consumer Services | 262 |
Kellogg School of Management
180
| College/University | Other Consumer Services | 180 |
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.
32
| Subsidiary | Investment Managers | 32 |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.
21
| Extinct | Investment Managers | 21 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Blake McWherter tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CHESAPEAKE ENERGY CORPORATION | Integrated Oil | Corporate Officer/Principal Director of Finance/CFO | |
| DIAMOND OFFSHORE DRILLING, INC. | Contract Drilling | Corporate Officer/Principal | |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| DEVIN ENERGY CORPORATION | Oil & Gas Production | Chief Tech/Sci/R&D Officer | |
United Planners Financial Services of America A LP
 United Planners Financial Services of America A LP Investment Banks/BrokersFinance United Planners' Financial Services of America LP provides full brokerage insurance and investment advice and services. The firm serves as intermediary brokers for securities, equities, fixed-income products, derivatives, and commodities. The company was founded in 1987 and is headquartered in Scottsdale, AZ. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wireless Seismic, Inc.
 Wireless Seismic, Inc. Electronic Equipment/InstrumentsElectronic Technology Wireless Seismic, Inc. provides scalable wireless seismic recording systems. Its technology, RT System 2, immediately transmits data to a central location, the RT System 2 eliminates longstanding risk of data loss and reshooting due to unit theft, damage or malfunction, and the issues related to data collection and transcription. The company was founded by Douglas B. Crice, Roy Kligfield, and Mihai Beffa in 2006 and is headquartered in Sugar Land, TX. | Electronic Equipment/Instruments | Director/Board Member | |
| VITAL ENERGY, INC. | Oil & Gas Production | Chief Executive Officer Director of Finance/CFO | |
| CHK Energy Holdings, Inc. | Director/Board Member | ||
| Stanford University | College/University | Undergraduate Degree Masters Business Admin | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Analyst-Equity | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
JPMorgan Fleming Asset Management (USA), Inc.
 JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Masters Business Admin Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Tarleton State University | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Graduate Degree | |
| Tulane University (Louisiana) | College/University | Director/Board Member Graduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| PT SMARTFREN TELECOM TBK | Wireless Telecommunications | Corporate Secretary | |
| Fudan University | College/University | Undergraduate Degree | |
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
B&B Laboratories, Inc.
 B&B Laboratories, Inc. Medical SpecialtiesHealth Technology B&B Laboratories, Inc. provides professional services to support each client and project by incorporating industry resources, relationships, technology, and safe practices. The firm offers oceanographic services, including acquisition, sampling, analysis and scientific interpretation, to the marine environmental, geochemical, geotechnical and survey marketplace. The company was founded in May 1996 and is headquartered in College Station, TX. | Medical Specialties | Corporate Officer/Principal Corporate Officer/Principal | |
| Institut Teknologi Bandung | College/University | Undergraduate Degree Undergraduate Degree | |
Sundrop Fuels, Inc.
 Sundrop Fuels, Inc. Alternative Power GenerationUtilities Sundrop Fuels, Inc. provides technology to produce any type of renewable, liquid advanced biofuel, from gasoline to diesel and aviation fuels. Its high-temperature solar gasification process turns plant material into liquid transportation fuel for immediate use in automobiles, diesel engines and aircraft. The company was founded by Jensen Reed and P. Michael Masterson in 2008 and is headquartered in Longmont, CO. | Alternative Power Generation | Director/Board Member | |
| FTSINC | Oilfield Services/Equipment | Director/Board Member | |
PT Smart Telecom
 PT Smart Telecom Wireless TelecommunicationsCommunications Part of PT Smartfren Telecom Tbk, PT Smart Telecom provides telecommunication services such as cellular, voice, and high speed internet. The company is based in Jakarta, Indonesia. | Wireless Telecommunications | Director of Finance/CFO | |
Tallgrass Development LP
 Tallgrass Development LP Oil & Gas ProductionEnergy Minerals Tallgrass Development LP provides natural gas transportation and storage services. The firm also operates natural gas processing plants in Wyoming; and a carbon dioxide and sulfur treating facility in West Frenchie Draw, Wyoming. The company is headquartered in Leawood, KS. | Oil & Gas Production | Director of Finance/CFO | |
| TALLGRASS ENERGY PARTNERS LP | Oil & Gas Pipelines | Director of Finance/CFO | |
Houlihan Lokey Capital, Inc.
 Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Analyst-Equity | |
Petrobras America, Inc.
 Petrobras America, Inc. Oil Refining/MarketingEnergy Minerals Petrobras America, Inc. explores, refines and trades petroleum and petroleum products. It also markets oil and oil products and procures materials and equipment. The company was founded in 1987 and is headquartered in Houston, TX. | Oil Refining/Marketing | Chief Tech/Sci/R&D Officer | |
PPI Technology Services LP
 PPI Technology Services LP Miscellaneous Commercial ServicesCommercial Services PPI Technology Services LP provides engineering consulting services. The firm offers outsourcing and total project management services, well engineering design and operational management, BSEE well certification, pipeline and facility design, installation, industrial foundation services and software for quality assurance, asset tracking and regulatory compliance. The company was founded by Kurt D. Byth, Randy B. Sullivan and Ronald D. Thomas in 1993 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Indonesia | 4 |
| Cina | 2 |
Settori
| Finance | 18 |
| Consumer Services | 16 |
| Energy Minerals | 6 |
| Industrial Services | 4 |
| Communications | 3 |
Posizioni
| Corporate Officer/Principal | 133 |
| Undergraduate Degree | 103 |
| Portfolio Manager-Equities | 63 |
| Director/Board Member | 51 |
| Masters Business Admin | 36 |
Contatti più connessi
| Insiders | |
|---|---|
| Evan Norton | 23 |
| Robert Piconi | 15 |
| S. Shariq Yosufzai | 14 |
| Charlie Kasim | 12 |
| Gary J. Brauchle | 12 |
| Randy Rowland | 11 |
| Sara Faivre-Davis | 11 |
| Justin N. Trail | 11 |
| Mark Teshoian | 11 |
| Amy Wilcox Noblin | 11 |
| Bryan Lemmerman | 10 |
| Henry Lartigue | 9 |
| Darl A. Petty | 9 |
| Kirk M. Stanley | 9 |
| Ryan Siurek | 8 |
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