![David Yepez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Provenienza dei contatti di primo grado di David Yepez
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Yepez tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Nebraska Wesleyan University | College/University | Undergraduate Degree | |
Caption Management LLC
![]() Caption Management LLC Investment ManagersFinance Caption Management LLC is an independent registered investment advisor and hedge fund manager headquartered in Oklahoma City, Oklahoma. The firm was co-founded by Jason Strasser and William Cooper in 2012. Caption Management provides discretionary investment advice to private funds (either through fund vehicles or separately managed accounts). Investors in such private funds are generally high net worth individuals, fund of funds, institutional investors, family offices, endowments and foundations. | Investment Managers | Trading-Equity | |
University of Oklahoma | College/University | Undergraduate 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 | Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree | |
Bank of America NA (New York Branch)
![]() Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Horizon Investments LLC
![]() Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Investment Managers | Analyst-Equity | |
University of Massachusetts | College/University | Undergraduate Degree | |
Boston College | College/University | Graduate Degree | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
Youngstown State University | College/University | Undergraduate Degree | |
Harvard College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 18 |
Settori
Finance | 10 |
Consumer Services | 9 |
Posizioni
Portfolio Manager-Equities | 8 |
Undergraduate Degree | 6 |
Corporate Officer/Principal | 4 |
Analyst-Equity | 3 |
Portfolio Manager-Fixed Income | 2 |
Contatti più connessi
- Borsa valori
- Insiders
- David Yepez
- Connessioni Società