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Daniel T. Phillips
Director of Investments presso EverSource Wealth Advisors LLC
Provenienza dei contatti di primo grado di Daniel T. Phillips
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
The University of Alabama
41
| College/University | Other Consumer Services | 41 |
EverSource Wealth Advisors LLC
![]() EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel T. Phillips tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Odyssey Investment Partners LLC
![]() Odyssey Investment Partners LLC Investment ManagersFinance Odyssey Investment Partners LLC (Odyssey Investment Partners) is a private equity firm founded by Stephen Berger, Brian Kwait and William Hopkins in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Regions Investment Management, Inc.
![]() Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Fixed Income | |
United Surgical Partners International, Inc.
![]() United Surgical Partners International, Inc. Hospital/Nursing ManagementHealth Services United Surgical Partners International, Inc. owns and manages ambulatory surgical facilities. It operates short-stay surgical facilities which are licensed as ambulatory surgery centers, specialty hospitals, and hospitals. The company was founded by Donald Steen in February 1998 and is headquartered in Addison, TX. | Hospital/Nursing Management | Corporate Officer/Principal | |
Liquidia Technologies, Inc.
![]() Liquidia Technologies, Inc. Pharmaceuticals: MajorHealth Technology Liquidia Technologies, Inc. is a clinical biopharmaceutical company focused on the development and commercialization of human therapeutics using its proprietary PRINT technology to transform the lives of patients. It operates in two segments: Pharmaceutical Products and Partnering & Licensing. The two product candidates from its pipeline: LIQ861 for the treatment of pulmonary arterial hypertension and LIQ865 for the treatment of local post-operative pain. Liquidia Technologies was founded by Joseph M. DeSimone, Ashok K. Mendiratta, Edward T. Samulski, William R. Kenan, Ginger Denison and Jason Rolland in 2004 and is headquartered in Morrisville, NC. | Pharmaceuticals: Major | Chief Operating Officer | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Doctorate 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 | Corporate Officer/Principal Analyst-Equity | |
The Retirement Systems of Alabama
![]() The Retirement Systems of Alabama Investment ManagersFinance The Retirement Systems of Alabama (RSA) is the administrator of the pension fund for employees of the State of Alabama. The firm is headquartered in Montgomery, Alabama. RSA consists of the Employees Retirement System (ERS), the Teachers Retirement System (TRS), the Judicial Retirement Fund (JRS), the Public Education Employees' Health Insurance Plan (PEEHIP), and RSA-1. In addition to executive management, the TRS, ERS, and JRF, PEEHIP and RSA-1 share investment management, accounting, and information system services, the costs of which are allocated to the funds on an equitable basis. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity | |
Frontenac Co. LLC
![]() Frontenac Co. LLC Investment ManagersFinance Frontenac Co. LLC (Frontenac) is a private equity firm founded in 1971. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Prospect Partners LLC
![]() Prospect Partners LLC Investment ManagersFinance Prospect Partners Advisors LLC (Prospect Partners) is a private equity subsidiary of CxSearch Global Partners LLP founded in 1998 by William V. Glastris, Louis William Kenter and Richard Carl Tuttle. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Banyan Capital Management, Inc.
![]() Banyan Capital Management, Inc. Investment ManagersFinance Banyan Capital Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Gary Watkins in 1987. They provide investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations and corporations or other business entities. | Investment Managers | Portfolio Manager-Equities | |
Carmel Capital Partners LLC
![]() Carmel Capital Partners LLC Investment ManagersFinance Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor. | Investment Managers | Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
NCP Management Holdings, Inc.
![]() NCP Management Holdings, Inc. Investment ManagersFinance NCP Management Holdings, Inc. (New Capital Partners) is a private equity firm founded in 2001 by Jim Little and James Outland. The firm is headquartered in Birmingham, Alabama. | Investment Managers | Private Equity Analyst Private Equity Investor Chief Administrative Officer | |
Albright College | College/University | Undergraduate Degree | |
Birmingham-Southern College | College/University | Undergraduate Degree | |
Georgia State University | College/University | Graduate Degree | |
Barfield, Murphy, Shank & Smith LLC
![]() Barfield, Murphy, Shank & Smith LLC Miscellaneous Commercial ServicesCommercial Services Barfield, Murphy, Shank & Smith engages in the provision of accounting, auditing, estate planning, business consulting and retirement fund services. The firm serves the architectural and engineering; construction; credit unions; healthcare, and real estate industries. The company was founded in 1991 by Keith Barfield, Don Murphy and John Shank and is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | Founder | |
Healthcare Growth Partners LLC
![]() Healthcare Growth Partners LLC Investment ManagersFinance Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL. | Investment Managers | Private Equity Investor | |
Vaco LLC
![]() Vaco LLC Personnel ServicesCommercial Services Vaco LLC provides staffing services. The firm offers consulting, executive search, permanent placement, strategic staffing and corporate relocation services. It serves to the technology, manufacturing, retail consumer, energy and utilities, and financial services industries. The company was founded by Jerry D. Bostelman, Brian Waller and Jay Hollomon in 2002 and is headquartered in Brentwood, TN. | Personnel Services | Director/Board Member | |
The Martin Cos. LLC
![]() The Martin Cos. LLC Investment ManagersFinance The Martin Cos LLC (Martin Ventures) is a venture capital firm founded in 2007 by Charles N. Martin JR. The firm is headquartered in Nashville, Tennessee. | Investment Managers | Private Equity Investor | |
Wolfe Research LLC
![]() Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Investment Managers | Analyst-Equity Analyst-Equity | |
Vermeer Sales Southwest, Inc.
![]() Vermeer Sales Southwest, Inc. Wholesale DistributorsDistribution Services Vermeer Sales Southwest, Inc. is a private company that wholesales industrial equipment. The company is based in Chandler, AZ and has subsidiaries in the United States. The CEO of the company is Kyle Pieratt. | Wholesale Distributors | Director/Board Member | |
Innovation Depot, Inc.
![]() Innovation Depot, Inc. Investment ManagersFinance Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama. | Investment Managers | Director/Board Member | |
Ernst & Young Global Ltd.
![]() Ernst & Young Global Ltd. Other Consumer ServicesConsumer Services Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom. | Other Consumer Services | Private Equity Analyst | |
Sovereign's Capital Management LLC/VC/
![]() Sovereign's Capital Management LLC/VC/ Investment ManagersFinance Sovereign's Capital Management LLC/VC/ (Sovereign's Capital) is a venture capital subsidiary of Sovereign's Capital Management LLC founded in 2012 by Henry Rice Kaestner and Lukas Miller Roush. The firm is headquartered in Raleigh, North Carolina. | Investment Managers | Chief Executive Officer | |
Blue Sea Capital Management LLC
![]() Blue Sea Capital Management LLC Investment ManagersFinance Blue Sea Capital Management LLC (Blue Sea Capital) is a private equity firm founded in 2013 by Richard J. Wandoff and James R. Davis, Jr. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Investor | |
The Fuqua School of Business | College/University | Masters Business Admin | |
The University of Alabama School of Law | College/University | Graduate Degree | |
Arlington Capital Advisors LLC
![]() Arlington Capital Advisors LLC Investment ManagersFinance Arlington Capital Advisors LLC (Arlington Capital) is a private equity firm headquartered in Alabama, US. | Investment Managers | Private Equity Analyst | |
Case Western Reserve University School of Medicine | College/University | Corporate Officer/Principal | |
Manderson Graduate School of Business At University of Alabama | College/University | Masters Business Admin | |
BP Energy Partners LLC
![]() BP Energy Partners LLC Investment ManagersFinance BP Energy Partners LLC (BP Energy Partners) is a private equity subsidiary of BP Capital Fund Advisors LLC founded in 2013. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Point72 Asset Management LP
![]() Point72 Asset Management LP Investment ManagersFinance Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Summit Healthcare
![]() Summit Healthcare Miscellaneous Commercial ServicesCommercial Services Summit Healthcare Indonesia operates as a medical training and simulation company. It specializes in continuing medical education, nursing development, american heart association international training center and human resource management. The company is headquartered in Jakarta, Indonesia. | Miscellaneous Commercial Services | Founder | |
PT Aksi Visitama
![]() PT Aksi Visitama Finance/Rental/LeasingFinance PT Aksi Visitama develops and offers gift cards. The firm provides end-to-end services in loyalty and gift card industries, including gift card processing, distribution through its corporate sales and retail partners. It products include Tada, Fokado and gift cards. The company was founded in 2012 and is headquartered in South Jakarta, Indonesia. | Finance/Rental/Leasing | Director/Board Member | |
New York Bay Capital LLC
![]() New York Bay Capital LLC Investment Banks/BrokersFinance New York Bay Capital LLC is an investment bank based in New York. The American company specializes in serving clients in various industries such as hotels, resorts, fintech, film production, e-commerce, food, optical fiber, power plants, fintech, virtual reality, and cannabis sectors. Founded in 2013, the firm offers financial advisory services for mergers, acquisitions, capital raising, and corporate restructuring. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wellvana Health, LLC
![]() Wellvana Health, LLC Packaged SoftwareTechnology Services Wellvana San Antonio LLC creates a clinically integrated network that includes collaborating independent physicians. It provides professional services, infrastructure, technology tools and other resources to enhance management of participating clinical practices. The company was founded by Charlie Martin, Saleh Jaafar, Devin C. Carty, Michael Platek and Jairo Melo in 2018 and is headquartered in Nashville, TX. | Packaged Software | Director/Board Member | |
Trilogy Software, Inc.
![]() Trilogy Software, Inc. Packaged SoftwareTechnology Services Part of Xero Ltd., Trilogy Software, Inc. operates as a Canadian tax preparation software company for accountants and bookkeepers. The company is based in Calgary, Canada. The company was founded in 2010 by Christy Jones. Trilogy Software was acquired by Xero Ltd. from Franchise Group, Inc. on December 30, 2021 for $47.86 million. | Packaged Software | Corporate Officer/Principal | |
Landing Platform LLC
![]() Landing Platform LLC Real Estate DevelopmentFinance Landing Platform LLC engages in the leasing of fully-finished urban apartments. Its amenities, including an on-call concierge service, all managed through a seamless app experience. The company was founded by William Ira Smith and is headquartered in Birmingham, AL. | Real Estate Development | Private Equity Investor | |
ReadiVet PA
![]() ReadiVet PA Internet Software/ServicesTechnology Services ReadiVet PA engages in the provision of veterinary services. The firm offers puppy and kitten care plans. The company was founded by Landon Lawson and Aidan Anders in 2018 and is headquartered in Dallas, TX. | Internet Software/Services | Director/Board Member | |
YishengBio Co., Ltd.
![]() YishengBio Co., Ltd. BiotechnologyHealth Technology Yishengbio Co., Ltd. is an investment holding company that engages in the research and development, manufacture, and sale of vaccines and therapeutic biologics for infectious diseases and cancer. It focuses on the PIKA immunomodulation technology platform and production, sale of YSJA rabies vaccine. Its geographical segment include Mainland China, and other countries. The company was founded by Yi Zhang on November 16, 2020 and is headquartered in China. | Biotechnology | Chief Tech/Sci/R&D Officer | |
COEPTIS THERAPEUTICS HOLDINGS, INC. | Biotechnology | Director/Board Member | |
Apex Physics Partners LLC
![]() Apex Physics Partners LLC Miscellaneous Commercial ServicesCommercial Services Apex Physics Partners LLC provides comprehensive medical physics and radiation safety solutions to clients. The company is headquartered in Towson, MD. | Miscellaneous Commercial Services | Director/Board Member | |
Specialty Smile Partners LLC
![]() Specialty Smile Partners LLC Miscellaneous Commercial ServicesCommercial Services Specialty Smile Partners LLC is a management services organization that specializes in providing practice management solutions to orthodontists and pedodontists. The American company offers a comprehensive set of business support functions, including billing and collections, marketing, financial and accounting services, benefits and payroll management, information technology, data analytics, vendor management, and legal services. The company's vision is to support hometown specialty dentists and deliver extraordinary experiences to their patients. The company is a doctor-led and doctor-founded DSO that champions personal and professional balance and supports dental office transitions and associate doctor opportunities. | Miscellaneous Commercial Services | Director/Board Member | |
Beacon Oral Specialists Management LLC
![]() Beacon Oral Specialists Management LLC Miscellaneous Commercial ServicesCommercial Services Beacon Oral Specialists Management LLC provides healthcare management services. The company is based in Dallas, TX. The CEO of the company is Michael Friguletto. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Indonesia | 3 |
Regno Unito | 2 |
Canada | 2 |
Cina | 2 |
Settori
Finance | 24 |
Consumer Services | 12 |
Commercial Services | 7 |
Health Technology | 5 |
Technology Services | 4 |
Posizioni
Undergraduate Degree | 45 |
Corporate Officer/Principal | 28 |
Analyst-Equity | 28 |
Director/Board Member | 18 |
Private Equity Investor | 12 |
Contatti più connessi
Insiders | |
---|---|
Lukas Roush | 12 |
Mark A. Wesson | 10 |
Don Murphy | 7 |
Warren Beth | 6 |
Tara Maria DeSilva | 6 |
Miller J. Norman | 6 |
Jordan Lipson | 6 |
Zhong Kai Shi | 5 |
Buddy Alpaugh | 5 |
Matt Phipps | 4 |
Drew Douglas Estes | 4 |
Samantha Warman | 4 |
Joshua Large | 4 |
William Bailey | 4 |
Cori Fain | 4 |
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