C. Shep Nowlin
Gestore di Portafoglio-Azioni presso Pettyjohn, Wood & White, Inc.
Provenienza dei contatti di primo grado di C. Shep Nowlin
Entità | Tipo di entità | Settore Industriale | |
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McIntire School of Commerce
17
| College/University | Other Consumer Services | 17 |
Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a C. Shep Nowlin tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Investment Managers | Analyst-Equity Trading-Fixed Income | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Director/Board Member | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Analyst | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal | |
King Street Capital Management LP
King Street Capital Management LP Investment ManagersFinance King Street Capital Management LP (King Street) is a SEC-registered investment advisor and global alternative asset manager headquartered in New York City. The firm was co-founded in 1995 by Brian Higgins and Ottavio Biondi. King Street provides investment management services on a discretionary basis to private investment funds. | Investment Managers | Analyst-Equity | |
Bridger Management LLC
Bridger Management LLC Investment ManagersFinance Bridger Management LLC (Bridger) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Roberto Mignone in 2000 and is a direct subsidiary of Bridger Management II LP. Bridger serves as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles, the securities of which are offered through a private placement memorandum to accredited investors. | Investment Managers | Analyst-Equity | |
GSE HOLDING INC | Industrial Specialties | Director/Board Member | |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Investment Managers | Corporate Officer/Principal | |
Investure LLC
Investure LLC Investment ManagersFinance Investure LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded by Alice Handy and Charles Cooke in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations. | Investment Managers | Head-Equity Investments Founder | |
WATFORD HOLDINGS LTD. | Multi-Line Insurance | Director/Board Member | |
University of Virginia | College/University | Doctorate Degree Undergraduate Degree | |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Director of Investments | |
Winston Partners Group LLC
Winston Partners Group LLC Investment ManagersFinance Winston Partners Group LLC (Winston Partners) is a SEC-registered investment advisor and hedge fund manager headquartered in Arlington, Virginia. The firm was founded by Marvin Bush in 1993 and is a subsidiary of MBP Holdings LLC, itself a subsidiary of MPBush, Inc. Winston Partners provides discretionary investment advisory services to clients that operate as private investment funds and to a separately managed accounts. | Investment Managers | Analyst-Equity | |
JW Aluminum Co.
JW Aluminum Co. AluminumNon-Energy Minerals JW Aluminum Co. manufactures aluminum products. It produces aluminum products, including building and construction sheet, HVAC-Fin stock, cable wrap, honeycomb foil and lithographic sheet. The company was founded in 1979 and is headquartered in Goose Creek, SC. | Aluminum | Director/Board Member | |
James Madison University | College/University | Undergraduate Degree | |
Resco Products, Inc.
Resco Products, Inc. Construction MaterialsNon-Energy Minerals Resco Products, Inc. manufactures pressed and monolithic refractors. Its products include castable product selections, refractory plastic and brick product offerings. The firm provides installation & welding services. The company was founded on July 26, 1946 and is headquartered in Pittsburgh, PA. | Construction Materials | Director/Board Member | |
University of Virginia Investment Management Co.
University of Virginia Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous The University of Virginia Investment Management Co. is a University of Virginia-related foundation that provides investment management services to the University, independent foundations and other affiliated entities. They are located in Charlottesville, Virginia. | Investment Trusts/Mutual Funds | Chief Executive Officer Portfolio Manager-Equities Analyst-Equity | |
Guggenheim Partners LLC
Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Hayfin Capital Management LLC
Hayfin Capital Management LLC Investment ManagersFinance Hayfin Capital Management LLC (Hayfin Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joyce DeLucca Yacoubi in 2005 as Kingsland Capital Management LLC. In 2018, the firm was acquired by Hayfin Capital Management (Delaware), Inc. and subsequently changed their name into Hayfin Capital Management LLC. Hayfin Capital provides discretionary investment management services to collateralized loan obligations funds. | Investment Managers | Analyst-Fixed Income | |
Claritas Capital LLC
Claritas Capital LLC Investment ManagersFinance Claritas Capital LLC (Claritas Capital) is a private equity and venture capital firm founded in 2002 by John Chadwick and Don McLemore. The firm is headquartered in Nashville, Tennessee. | Investment Managers | Private Equity Investor | |
MidCap Financial Services LLC
MidCap Financial Services LLC Financial ConglomeratesFinance MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD. | Financial Conglomerates | Private Equity Investor | |
DuPont Community Credit Union (Virginia)
DuPont Community Credit Union (Virginia) Savings BanksFinance DuPont Community Credit Union is a full-service financial cooperative that is owned by its members and operates as a not-for-profit organization. The American company is committed to providing affordable financial solutions to its member owners. | Savings Banks | Consultant / Advisor | |
Lexington Partners LP
Lexington Partners LP Investment ManagersFinance Lexington Partners LP (Lexington Partners) is a private equity firm, a subsidiary of Franklin Resources Inc founded in 1994 by Brent R. Nicklas. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
PACIFIC DRILLING S.A. | Contract Drilling | Director/Board Member | |
Notre Dame Academy | College/University | Undergraduate Degree | |
12 West Capital Management LP
12 West Capital Management LP Investment ManagersFinance 12 West Capital Management LP (12 West) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joel Ramin in 2011 and they are owned by 12 West Capital Management LLC. 12 West provides investment management services to hedge funds. Investors in such private investment funds are generally high net-worth individuals and institutional investors. | Investment Managers | Founder | |
Patriot Container Corp.
Patriot Container Corp. Tools & HardwareConsumer Durables Patriot Container Corp. engages in the sale of containers. It offers cargo worthy high grade used; wind and water tight; fabrication, modifications, and paint containers; refrigerated containers, and budget worthy cargo. The company is headquartered in Charlotte, NC. | Tools & Hardware | Director/Board Member | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
New State Capital Partners LLC
New State Capital Partners LLC Investment ManagersFinance New State Capital Partners LLC (New State Capital) is a private equity firm founded in 2013 by David Blechman. The firm is headquartered in Larchmont, New York. | Investment Managers | Private Equity Investor | |
Esperta Health
Esperta Health Medical/Nursing ServicesHealth Services Esperta Health provides wound care treatments and management services by physicians. The company is based in Brentwood, TN. The company was founded by Nick Sieveking. Steven Janicak has been the CEO of the company since 2022. | Medical/Nursing Services | Director/Board Member | |
Naborforce, Inc.
Naborforce, Inc. Internet Software/ServicesTechnology Services Naborforce, Inc. provides care reimagined services. It offers light assistance and social engagement for independent older adults. The company was founded by Paige Wilson and is headquartered in Richmond, VA. | Internet Software/Services | Director/Board Member | |
Claritas Health Ventures
Claritas Health Ventures Investment ManagersFinance Claritas Health Ventures (Claritas Health Ventures) is a healthcare venture arm of Claritas Capital LLC founded in 2008 by John H. Chadwick and Theresa Sexton. Claritas Health Ventures is headquartered in Nashville, Tennessee. | Investment Managers | Private Equity Investor | |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Director/Board Member | |
Resolute Investment Holdings LLC
Resolute Investment Holdings LLC Financial ConglomeratesFinance Resolute Investment Holdings LLC engages in the provision of investment services. The company is headquartered in Irving, TX. | Financial Conglomerates | Director/Board Member | |
Kelso Breathe Investor LP
Kelso Breathe Investor LP Financial ConglomeratesFinance Part of Kelso & Cos., Inc., Kelso Breathe Investor LP operates as a private equity fund. The company is based in New York, NY. | Financial Conglomerates | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Bermuda | 2 |
Lussemburgo | 2 |
Settori
Finance | 32 |
Consumer Services | 5 |
Non-Energy Minerals | 3 |
Process Industries | 2 |
Miscellaneous | 2 |
Posizioni
Director/Board Member | 54 |
Undergraduate Degree | 21 |
Corporate Officer/Principal | 20 |
Private Equity Investor | 13 |
Portfolio Manager-Equities | 12 |
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