David J. Clifford
Direttore operativo presso Tectonic Financial, Inc.
Provenienza dei contatti di primo grado di David J. Clifford
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The University of Texas at Austin
575
| College/University | Other Consumer Services | 575 |
Aalto University School of Science & Technology
22
| College/University | Other Consumer Services | 22 |
Tectonic Financial, Inc.
 Tectonic Financial, Inc. Investment ManagersFinance Tectonic Financial, Inc. operates as a financial holding company. It offers banking, trust, investment advisory, securities brokerage and insurance services to high net worth individuals, small businesses and institutions. The company operates through the following segments: Banking, Other Financial Services, and HoldCo. The Banking segment includes both commercial and consumer banking services. The Other Financial Services segment offer investment advisory and brokerage services to individuals and businesses, private trust services, and financial management services, including personal wealth management, retirement plan design and administrative services, and insurance brokerage services. The HoldCo segment represents operations of the financial holding company that serves as parent for the group overall. The company was founded in October 2016 and is headquartered in Dallas, TX.
13
| Public Company | Investment Managers | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David J. Clifford tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Washington University in St. Louis | College/University | Masters Business Admin Undergraduate Degree | |
| Trinity University | College/University | Undergraduate Degree Undergraduate Degree | |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Director of Research - Equity Portfolio Manager-Equities | |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Chief Executive Officer Director/Board Member | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor | |
T Bank, NA
 T Bank, NA Major BanksFinance T Bank, NA provides banking services. The company was founded in 2004 and is headquartered in Dallas, TX. | Major Banks | Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Founder Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Chief Tech/Sci/R&D Officer | |
| T BANCSHARES INC | Major Banks | Chairman Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | |
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. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
| Baylor University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas School of Law | College/University | Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Texas A&M University | College/University | Undergraduate Degree Graduate Degree | |
EnCap Investments LP
 EnCap Investments LP Investment ManagersFinance EnCap Investments LP (EnCap Investments) is a private equity firm founded in 1988 by Gary Peterson and Robert Zorich and The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
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 Analyst-Equity | |
Sanders Morris Harris LLC
 Sanders Morris Harris LLC Investment Banks/BrokersFinance Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities. | Investment Banks/Brokers | Chief Executive Officer Chairman | |
ORIX Corporate Capital, Inc.
 ORIX Corporate Capital, Inc. Investment ManagersFinance ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas. | Investment Managers | Director/Board Member Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Graduate Degree | |
Natural Gas Partners LLC
 Natural Gas Partners LLC Investment ManagersFinance Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas. | Investment Managers | Investment Committee Member Private Equity Investor | |
| Texas Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
| Prudential Capital Group | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
| McCombs School of Business | College/University | Masters Business Admin Graduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
University of Texas Investment Management Co.
 University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF). | Investment Trusts/Mutual Funds | Portfolio Manager-Equities Analyst-Equity | |
Dallas Bar Association
 Dallas Bar Association Miscellaneous Commercial ServicesCommercial Services The Dallas Bar Association operates as an association of attorneys. The private company is based in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Haynes & Boone LLP
 Haynes & Boone LLP Miscellaneous Commercial ServicesCommercial Services Haynes & Boone LLP provides legal services. It offers corporate, business litigation, insurance and healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. The company was founded by Richard D. Haynes and Michael M. Boone in 1964 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Retail Logistics Excellence - RELEX Oy
 Retail Logistics Excellence - RELEX Oy Packaged SoftwareTechnology Services Retail Logistics Excellence - RELEX Oy provides supply chain solutions. The firm offers automatic replenishment, demand forecasting, inventory management, supply chain analytics, and promotion and markdown optimization. The company was founded by Mikko K?rkk?inen, Johanna Sm?ros, and Michael Falck in 2005 and is headquartered in Helsinki, Finland. | Packaged Software | Founder | |
DeLaune & Associates, Inc.
 DeLaune & Associates, Inc. Advertising/Marketing ServicesCommercial Services DeLaune & Associates, Inc. provides advertising and public relation services. It also provides services to the financial, health care, retail, and technology industries. The firm offers marketing services. The company was founded by Renee DeLaune and Sara Rider in 1980 and is headquartered in Austin, TX. | Advertising/Marketing Services | Corporate Officer/Principal | |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Portfolio Manager-Equities | |
| JONES ENERGY INC | Oil & Gas Production | Director/Board Member | |
Dyck's Oil & Auto, Inc.
 Dyck's Oil & Auto, Inc. Specialty StoresRetail Trade Dyck's Oil & Auto, Inc. offers gasoline service stations. The company was founded in 1882 and is headquartered in Bonners Ferry, ID. | Specialty Stores | Corporate Officer/Principal | |
Jones Energy Ltd.
 Jones Energy Ltd. Oil & Gas ProductionEnergy Minerals Jones Energy Ltd. explores oil and gas. The company was founded by Jonny Rex Jones in 1988 and is headquartered in Austin, TX. | Oil & Gas Production | Corporate Officer/Principal | |
Regions Bank
 Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Chief Investment Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Marocco | 2 |
| Regno Unito | 2 |
| Finlandia | 2 |
Settori
| Finance | 20 |
| Commercial Services | 13 |
| Consumer Services | 11 |
| Energy Minerals | 3 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 178 |
| Director/Board Member | 161 |
| Undergraduate Degree | 95 |
| Graduate Degree | 62 |
| Masters Business Admin | 33 |
Contatti più connessi
| Insiders | |
|---|---|
| Haag Sherman | 36 |
| George Lester Ball | 28 |
| Dharmesh Thakker | 24 |
| Jennifer Roberts | 19 |
| Brian A. Minnehan | 17 |
| Aruna Viswanathan | 15 |
| Christopher G. Carter | 15 |
| Larry R. Faulkner | 14 |
| Brian Watson | 12 |
| Thomas McDougal | 11 |
| Edward Earle | 10 |
| Eric Langford | 10 |
| Rafael A. Colorado | 10 |
| S. Alan McKnight | 9 |
| Zhang Xi Lin | 9 |
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- Insiders
- David J. Clifford
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