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Edgerly Roberts
Portfolio Manager-Fixed Income presso Eagle Bluffs Wealth Management LLC
Provenienza dei contatti di primo grado di Edgerly Roberts
Entità | Tipo di entità | Settore Industriale | |
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Samford University
11
| College/University | Other Consumer Services | 11 |
Landmark Advisors LLC
![]() Landmark Advisors LLC Investment ManagersFinance Landmark Advisors LLC is a fund of hedge funds manager headquartered in New York City. The firm provides investment advice to various fund of hedge funds.
1
| Subsidiary | Investment Managers | 1 |
Eagle Bluffs Wealth Management LLC
![]() Eagle Bluffs Wealth Management LLC Investment ManagersFinance Eagle Bluffs Wealth Management LLC (Eagle Bluffs) is an independent registered investment advisor headquartered in Columbia, Missouri. The firm was founded by Nicholas J. Thurwanger in 2019. Eagle Bluffs offers investment advisory services to individuals, families trusts, estates, foundations and businesses.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Edgerly Roberts tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
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 Portfolio Manager-Equities Analyst-Fixed Income | |
Landmark Activist Strategies LP | Corporate Officer/Principal | ||
Chickasaw Capital Management LLC
![]() Chickasaw Capital Management LLC Investment ManagersFinance Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund. | Investment Managers | Analyst-Equity | |
Landmark Value Strategies LP | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Landmark Protection Fund LLC | Corporate Officer/Principal | ||
IMMUNOME, INC. | Biotechnology | Director of Finance/CFO | |
Landmark Credit Strategies LLC | Investment Trusts/Mutual Funds | 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 | Corporate Officer/Principal | |
MassMedium, Inc.
![]() MassMedium, Inc. Miscellaneous Commercial ServicesCommercial Services MassMedium, Inc. provides marketing and promotional services over the internet. The private company is based in New York, NY and has subsidiaries in the United States. | Miscellaneous Commercial Services | Director/Board Member | |
Aidin, Inc.
![]() Aidin, Inc. Packaged SoftwareTechnology Services Aidin, Inc. operates as a web-based post discharge care providers referral platform. It collects hard data about how well post-acute providers perform and present information to patients. The firm helps to track previous patient reviews. The company was founded by Janan Rajeevikaran, Russell Graney and Michael Galbo in 2011 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
Clayton Associates Holdings LLC
![]() Clayton Associates Holdings LLC Investment ManagersFinance Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | General Counsel | |
REGIONS FINANCIAL CORPORATION | Major Banks | Private Equity Investor | |
Furman University | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
Sewanee-The University of the South | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Chick-fil-A, Inc.
![]() Chick-fil-A, Inc. RestaurantsConsumer Services Chick-fil-A, Inc. engages in the operation of a restaurant chains. It also operates mall, in-line, and stand alone restaurants; drive-thru only outlets; Dwarf House; Truett's Grill; Truett's Luau; licensed and non-traditional outlets; and satellite and lunch-counter. The firm offers menu such as chicken sandwich, wrap and salads, side items, breakfast, desserts, beverages, kids meal, and dressings and toppings. The company was founded by S. Truett Cathy in 1946 and is headquartered in Atlanta, GA. | Restaurants | Director/Board Member | |
Blue Equity LLC
![]() Blue Equity LLC Investment ManagersFinance Blue Equity LLC (Blue Equity) is an independent private equity firm founded in 2004 by Jonathan S. Blue. The firm is headquartered in Louisville, Kentucky. | Investment Managers | Private Equity Investor | |
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 | Sales & Marketing | |
The Del Grande Dealer Group
![]() The Del Grande Dealer Group Specialty StoresRetail Trade The Del Grande Dealer Group (DGDG) is the largest family-owned automotive group in Northern California. The private company is based in San Jose, CA and has subsidiaries in the United States. With a team of 1,000 employees, they offer professional, friendly, and courteous service, as well as their online vehicle sales platform, "No Brainer Checkout™". DGDG comprises 17 brands and 19 dealerships in California, including Audi Modesto, Salinas Honda, Capitol Buick GMC, Capitol Chevrolet, Capitol Ford, Capitol Hyundai, Capitol Kia, Capitol Mazda, Capitol Subaru, Capitol Volkswagen, Concord Mazda, Chrysler Dodge Jeep Ram, Hyundai, Genesis of San Jose, Salinas Honda, Mazda, Team Cadillac, Team Chevrolet, and Team Mazda. | Specialty Stores | Director/Board Member | |
Cumberland School of Law At Samford University | College/University | Graduate Degree | |
Vanderbilt Owen Graduate School of Management | College/University | Graduate Degree | |
GoBrands, Inc.
![]() GoBrands, Inc. Air Freight/CouriersTransportation GoBrands, Inc. provides online platform for on-demand retail and delivery of range of products from college essentials, party supplies, and smoking accessories to snacks, frozen foods, and household essentials. The company was founded by Yakir Gola and Rafael Ilishayev in 2013 and is headquartered in Philadelphia, PA. | Air Freight/Couriers | Private Equity Investor | |
Torian Capital Partners LLC
![]() Torian Capital Partners LLC Investment ManagersFinance Torian Capital Partners LLC provides structured credit and equity investment services for high growth industries. The private company is based in Miami, FL. | Investment Managers | Founder | |
Angel Investor Managament Group LLC
![]() Angel Investor Managament Group LLC Investment ManagersFinance Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Albama. | Investment Managers | Private Equity Investor | |
Interprivate LLC
![]() Interprivate LLC Financial ConglomeratesFinance Interprivate LLC engages in the provision of investment partner services. The company was founded by Brandon C. Bently and Ahmed Mohamed Fattouh and is headquartered in Greenbrae, CA. | Financial Conglomerates | Chief Executive Officer | |
Corner Venture Partners LLC
![]() Corner Venture Partners LLC Investment ManagersFinance Corner Venture Partners LLC (Corner Ventures) is a venture capital firm founded in 2018 by John Cadeddu and Marvin Tien. The firm is headquartered in Palo Alto, California. | Investment Managers | Private Equity Investor | |
InterPrivate Acquisition Management LLC
![]() InterPrivate Acquisition Management LLC Financial ConglomeratesFinance InterPrivate Acquisition Management LLC engages in the provision of investment services. The company was founded in 2019 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
Enable Dental, Inc.
![]() Enable Dental, Inc. Internet Software/ServicesTechnology Services Enable Dental, Inc. specializes in mobile on-site dentistry administrative services. The company was founded in 2017 and is headquartered in Austin, TX. | Internet Software/Services | Director/Board Member | |
Collective Sense LLC | Director/Board Member | ||
CORNER GROWTH ACQUISITION CORP. | Financial Conglomerates | Chief Investment Officer | |
Lorimer Ventures LLC
![]() Lorimer Ventures LLC Investment ManagersFinance Lorimer Ventures LLC (Lorimer Ventures) is a venture capital firm founded in 2019 by Pete Schork and Stephan Cizma. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
INTERPRIVATE III FINANCIAL PARTNERS INC. | Financial Conglomerates | Chief Executive Officer | |
INTE IV | Financial Conglomerates | Chairman | |
Corner Growth Acquisition Corp. 3
![]() Corner Growth Acquisition Corp. 3 Financial ConglomeratesFinance Corner Growth Acquisition Corp. 3 is a blank check company created for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded on February 10, 2021 and is headquartered in Palo Alto, CA. | Financial Conglomerates | Chief Investment Officer | |
CORNER GROWTH ACQUISITION CORP. 2 | Financial Conglomerates | Chief Investment Officer | |
Intrinsic Brands, Inc.
![]() Intrinsic Brands, Inc. Internet RetailRetail Trade Intrinsic Brands, Inc. is a company that provides consumer health products to millions of people. The company is based in Spokane, WA. The company acquires and expand real-world OTC women's health brands through increased marketing capabilities, new sales channels, and portfolio innovation. Intrinsic is led by consumer health experts with deep experience in building and growing CPG brands across all online and offline channels, with special expertise on Amazon. The company was founded by Yadin Shemmer, and Yadin Shemmer has been the CEO since incorporation. The company is an ecommerce acquisition and growth platform that focuses on digital-first health and wellness brands. | Internet Retail | Director/Board Member | |
Urban Avenues | Director/Board Member | ||
Globalist MENA Fund LP | Corporate Officer/Principal | ||
GETAROUND, INC. | Other Transportation | Chairman | |
Good Trouble Strategy | Chief Executive Officer | ||
Sauvegarder Investment Management | Founder | ||
EBSCO Capital LLC
![]() EBSCO Capital LLC Investment ManagersFinance EBSCO Capital LLC (EBSCO Capital) is a private equity firm founded in 1944. The firm is headquartered in Birmingham, Alabama. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Stati Uniti | 50 |
Regno Unito | 2 |
Settori
Finance | 25 |
Consumer Services | 9 |
Miscellaneous | 3 |
Commercial Services | 3 |
Technology Services | 3 |
Posizioni
Director/Board Member | 13 |
Undergraduate Degree | 12 |
Corporate Officer/Principal | 12 |
Private Equity Investor | 8 |
Chief Executive Officer | 8 |
Contatti più connessi
Insiders | |
---|---|
Ahmed Fattouh | 24 |
David Kutcher | 11 |
Whitney H Kalb | 6 |
John Rust | 5 |
Blake Davidson | 4 |
Edward Harrison | 4 |
Brit Blalock | 4 |
Trey Cartledge | 3 |
Luke Butler Davis | 3 |
Lauren Bates | 2 |
Brent Fielder | 2 |
Nick Thurwanger | 2 |
Anderson Hicklen | 2 |
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