Gregory Smith
Fondatore presso Smith, Salley & Associates LLC
Provenienza dei contatti di primo grado di Gregory Smith
Entità | Tipo di entità | Settore Industriale | |
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The University of North Carolina at Chapel Hill
76
| College/University | Other Consumer Services | 76 |
Smith, Salley & Associates LLC
Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley & Associates LLC, do-business-as Smith Salley Wealth Management (Smith Salley), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greensboro, North Carolina. The firm was founded in 2003 by Gregory Smith, Jr. and G. Mackay Salley. Smith Salley provides comprehensive financial planning, investment management and trust services to individuals, high net-worth individuals, corporations, banks, trusts and charitable organizations.
10
| Private Company | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Gregory Smith tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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COCA-COLA CONSOLIDATED, INC. | Beverages: Non-Alcoholic | Director/Board Member | |
Beck, Mack & Oliver LLC
Beck, Mack & Oliver LLC Investment ManagersFinance Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund. | Investment Managers | Portfolio Manager-Equities | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin 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 | Masters Business Admin Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
The University of North Carolina at Charlotte | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Graduate Degree Graduate Degree Corporate Officer/Principal Graduate Degree | |
North Carolina State University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Emory University | College/University | Undergraduate Degree Masters Business Admin | |
University of South Carolina | College/University | Masters Business Admin Graduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Doctorate Degree | |
Cherokee Investment Partners LLC
Cherokee Investment Partners LLC Investment ManagersFinance Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
TrueBridge Capital Partners LLC
TrueBridge Capital Partners LLC Investment ManagersFinance TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Private Equity Investor Private Equity Investor | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Corporate Officer/Principal | |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Citadel, The Military College of South Carolina | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Rafferty Capital Markets LLC
Rafferty Capital Markets LLC Investment Banks/BrokersFinance Founded in 2000, Rafferty Capital Markets LLC (RCM) is a diversified broker/dealer that specializes in institutional securities. The firm is located in Garden City, New York and also has offices in New York City and Los Angeles. RCM provides brokerage services in a variety of products including U.S. Treasury debt, U.S. Agency debt, corporate debt, equities and municipal debt. The firm also provides distributor services to the mutual fund industry. RCM's US Treasury/Agency brokerage services are based on a voice brokering platform that focuses on providing fixed-income traders with the ability to buy and sell large blocks of U.S. Treasury securities at a single price either through outright purchases/sales or through intra market yield curve swaps. The firm's customers include almost all of the primary dealers and banks. RCM's corporate bond coverage includes investment grade, crossover and high yield corporate bonds. The firm provides market quotes and execution in all maturities and all sectors, throughout the entire yield curve. The firm also participates in the repurchase agreement market. RCM's penetration into the repo market includes Treasury and Agency O/N, term, mortgage, corporate and specials trading. RCM's equity trading desk specializes in executing institutional orders on all of the primary exchanges and ECNs. The firm also provides traditional prime brokerage services to hedge funds, trading groups, money managers and investment advisors through their RCM Prime division. RCM provides distribution services to mutual fund families with a broad array of investment portfolios. The firm provides access to the FundServ System as a member of NSCC in coordination with a fund's Transfer Agent/Custodian. They underwrite mutual fund shares in all 50 states. RCM also executes broker/dealer selling agreements, provides registered principal review of fund marketing materials, files marketing materials with the NASD and assists with the registration of funds and/or investor advisor registered representatives under the firm's broker/dealer license. | Investment Banks/Brokers | Corporate Officer/Principal | |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Wright Equity Partners LLC
Wright Equity Partners LLC Investment ManagersFinance Wright Equity Partners LLC (WEP) is a private equity firm founded in 2006 by Tad Wright. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Founder | |
Communities in Schools of North Carolina, Inc. | Director/Board Member | ||
Tulane University (Louisiana) | College/University | Graduate Degree | |
Central Piedmont Community College | College/University | Director/Board Member | |
UNC Health Care System
UNC Health Care System Medical/Nursing ServicesHealth Services UNC Health Care System owns and operates hospitals. It specializes in cancer care, heart and vascular care, and solid organ transplant. The company was founded in November 01, 1998 and is headquartered in Chapel Hill, NC. | Medical/Nursing Services | Director/Board Member | |
The Charlotte-Mecklenburg Hospital Authority (North Carolina)
The Charlotte-Mecklenburg Hospital Authority (North Carolina) Hospital/Nursing ManagementHealth Services The Charlotte-Mecklenburg Hospital Authority (North Carolina) operates as a not for profit healthcare organization. It offers outpatient surgical centers, laboratories, rehabilitation centers, nursing homes, and imaging centers. The company was founded in 1940 and is headquartered in Charlotte, NC. | Hospital/Nursing Management | Director/Board Member | |
The YMCA of Greater Charlotte
The YMCA of Greater Charlotte Miscellaneous Commercial ServicesCommercial Services The YMCA of Greater Charlotte operates as a community service organization. It serves all people, regardless of their ability to pay, with programs that develop the spirit, mind, and body. It provides traditional daycare, an after school enrichment program, and day camp activities. It also offers programs designed to develop the spirit, mind and body through cardiovascular and muscular activity. The company was founded in November 1874 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Chairman | |
Greater Durham Chamber of Commerce
Greater Durham Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Greater Durham Chamber of Commerce is a chamber of commerce located in Durham, NC. Geoffrey Durham has been the CEO of the non-profit company since 2016. | Miscellaneous Commercial Services | Chairman | |
Chapel Hill-Carrboro Chamber of Commerce | Chairman | ||
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Canada | 3 |
Settori
Finance | 23 |
Consumer Services | 17 |
Commercial Services | 4 |
Health Services | 3 |
Consumer Non-Durables | 2 |
Posizioni
Corporate Officer/Principal | 127 |
Undergraduate Degree | 85 |
Director/Board Member | 80 |
Analyst-Equity | 52 |
Masters Business Admin | 38 |
Contatti più connessi
Insiders | |
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Gregory Sugyono Widjaja | 29 |
Sunil Nagaraj | 26 |
Stick Williams | 23 |
John Pontius | 13 |
Michael Marquez | 12 |
Sam C. Tetlow | 11 |
William Stephen Aldridge | 11 |
Bradford B. Walters | 10 |
Timothy L. Reynolds | 8 |
Josh Tilley | 8 |
Hunter Powell | 8 |
Matt Fellowes | 8 |
Fawne Jiang | 7 |
Adam Daland | 7 |
Sam A. Heischuber | 7 |
- Borsa valori
- Insiders
- Gregory Smith
- Connessioni Società