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Curt Edwin Klein
Analyst-Equity presso Capital Investment Advisors LLC
Provenienza dei contatti di primo grado di Curt Edwin Klein
Entità | Tipo di entità | Settore Industriale | |
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Capital Investment Advisors LLC
![]() Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities.
18
| Private Company | Investment Managers | 18 |
Kennesaw State University
8
| College/University | Other Consumer Services | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Curt Edwin Klein tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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THE HOME DEPOT, INC. | Home Improvement Chains | Corporate Officer/Principal Comptroller/Controller/Auditor | |
HURCO COMPANIES, INC. | Industrial Machinery | Director/Board Member | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
G. W. Henssler & Associates Ltd.
![]() G. W. Henssler & Associates Ltd. Investment ManagersFinance G.W. Henssler & Associates Ltd. (GWH) is an independent, SEC-registered investment advisor headquartered in Kennesaw, Georgia. The firm was founded by Dr. Gene Henssler in 1987 and does-business-as Henssler Financial. GWH provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trust accounts, and other US and international institutions. | Investment Managers | Chief Executive Officer | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Agnes Scott College | College/University | Undergraduate Degree | |
College of Charleston | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Georgia State University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Grand Valley State University (Michigan) | College/University | Corporate Officer/Principal | |
Louisiana State University | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Sewanee-The University of the South | College/University | Undergraduate Degree | |
University of Florida | College/University | Graduate Degree | |
University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Doctorate Degree | |
University of Mississippi | College/University | Graduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Wela Strategies, Inc.
![]() Wela Strategies, Inc. Investment ManagersFinance Founded in 2008, Wela Strategies, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm's geared are toward individuals with portfolios of less than $500,000. The firm also does business as YourWealth Asset Management. | Investment Managers | Founder Chief Executive Officer Founder | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
The Paradies Shops LLC
![]() The Paradies Shops LLC Specialty StoresRetail Trade The Paradies Shops LLC offers retail and concessionaire services. It operates stores and establishments located in airports and hotels offering from newsstand to gift shops. The company was founded by Dan Paradies and James N. Paradies in 1960 and is headquartered in Atlanta, GA. | Specialty Stores | Director of Finance/CFO | |
Fosterlane Management Corp.
![]() Fosterlane Management Corp. Real Estate DevelopmentFinance Fosterlane Management Corp. develops and constructs commercial buildings. The private company is based in Atlanta, GA. | Real Estate Development | Corporate Officer/Principal | |
W.P. Carey School of Business | College/University | Undergraduate Degree | |
Deloitte Services LP
![]() Deloitte Services LP Investment Banks/BrokersFinance Part of Deloitte LLP (New York), Deloitte Services LP is a professional services network that provides audit & assurance, consulting, risk and financial advisory, risk management, and tax services to selected clients. The company is based in Washington and offers industry-leading services to many of the world's most admired brands, including 80 percent of the Fortune 500. As a member firm of Deloitte Touche Tohmatsu Limited, they are proud to be part of the largest professional services network, serving clients in the markets that are most important to them. | Investment Banks/Brokers | Corporate Officer/Principal | |
Regions Securities LLC
![]() Regions Securities LLC Investment Banks/BrokersFinance Part of Regions Financial Corp., Regions Securities LLC is a company that offers various financial services to businesses. The company is based in Atlanta, GA. The company provides assistance in protecting businesses from fraud and cybercrime, as well as offering loan options to help businesses grow. Regions Securities also offers business checking, credit cards, cash management, and payment services to make business banking easier. The CEOs are Tom Dierdorff, Robert Scot Heffes. The company was founded in 2011. | Investment Banks/Brokers | Corporate Officer/Principal | |
Albany Law School | College/University | Graduate Degree | |
Raymond James Financial, Inc. (Broker)
![]() Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Corporate Officer/Principal | |
Valdosta State University | College/University | Undergraduate Degree | |
State Bar of Georgia
![]() State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
ESSENTIAL PROPERTIES REALTY TRUST, INC. | Real Estate Investment Trusts | Director/Board Member | |
Case Western Reserve University School of Law | College/University | Graduate Degree | |
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 | Compliance Officer | |
University of Toledo (Ohio) | College/University | Corporate Officer/Principal | |
Bank of America, NA (Charlotte, North Carolina)
![]() Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
University of South Carolina | College/University | Graduate Degree | |
Jewish Federation of Greater Atlanta, Inc.
![]() Jewish Federation of Greater Atlanta, Inc. Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Atlanta offers opportunities to build communities for Jews at home, in Israel and in communities throughout the world. It provides services through a network of social and humanitarian agencies. The company was founded in 1906 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
Altera Private Access /Venture Capital/
![]() Altera Private Access /Venture Capital/ Investment ManagersFinance Altera Private Access (Venture Capital) (Altera Private Access) is a venture capital a subsidiary of Altera Private Access LLC founded by Mitchell Buddy Reiner. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Founder | |
New York State Bar Association
![]() New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 42 |
Regno Unito | 2 |
Settori
Consumer Services | 20 |
Finance | 17 |
Commercial Services | 5 |
Retail Trade | 3 |
Producer Manufacturing | 2 |
Posizioni
Undergraduate Degree | 23 |
Corporate Officer/Principal | 19 |
Founder | 10 |
Portfolio Manager-Equities | 9 |
Analyst-Equity | 7 |
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