Isaac Earl William Codrey
Gestore di Portafoglio-Azioni presso Naples Global Advisors LLC
Provenienza dei contatti di primo grado di Isaac Earl William Codrey
Entità | Tipo di entità | Settore Industriale | |
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Rollins College (Florida)
38
| College/University | Other Consumer Services | 38 |
Naples Global Advisors LLC
Naples Global Advisors LLC Investment ManagersFinance Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations.
9
| Private Company | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Isaac Earl William Codrey tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Analyst-Equity | |
7-Eleven, Inc.
7-Eleven, Inc. Food RetailRetail Trade 7-Eleven, Inc. engages in the operation and owning of convenience stores. Its products include sandwiches, salads, side dishes, cut fruit and protein boxes, as well as pizza, chicken wings, and mini beef tacos. The company also offers beverages such as coffee and tea, cold pressed juices, beer and wine, energy shots and drinks, big gulp, and Slurpee. The company was founded by Joe C. Thompson Jr. in 1927 and is headquartered in Irving, TX. | Food Retail | Corporate Officer/Principal | |
PROGRESS ENERGY, INC. | Electric Utilities | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Investment Managers | Portfolio Manager-Equities | |
Watt Fuel Cell Corp.
Watt Fuel Cell Corp. SemiconductorsElectronic Technology Watt Fuel Cell Corp. engages in the development and manufacture of Solid Oxide Fuel Cell (?SOFC?) stacks and systems. It offers a ceramic based micro-tubular SOFC (Solid Oxide Fuel Cell) that operates at high temperatures enabling operations on commercial fuels. The company was founded by Caine Finnerty, Paul DeWald, Wenhua Huang and Sarah DeWald in 2010 and is headquartered in Mount Pleasant, PA. | Semiconductors | Director/Board Member | |
Vericimetry Advisors LLC
Vericimetry Advisors LLC Investment ManagersFinance Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors. | Investment Managers | 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 | Analyst-Equity Corporate Officer/Principal | |
Bayshore Capital Advisors LLC
Bayshore Capital Advisors LLC Investment ManagersFinance Bayshore Capital Advisors LLC (Bayshore) is an independent, SEC-registered investment advisor and multi-family office headquartered in Tampa, Florida. The firm was founded by Tready Smith in 2000. Bayshore creates and maintains investment portfolios for families, pooled vehicles and other clients. | Investment Managers | Analyst-Equity | |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Investment Committee Member | |
Milestone Capital Management
Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Investment Managers | Corporate Officer/Principal | |
Florida Southern College | College/University | Undergraduate Degree | |
George Mason University | College/University | Graduate Degree | |
Miami University | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
National Public Radio, Inc.
National Public Radio, Inc. Specialty StoresRetail Trade National Public Radio, Inc. produces and distributes noncommercial news and entertainment programs. The company is headquartered in Washington, DC. | Specialty Stores | Director/Board Member | |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
Orlando Regional Chamber of Commerce
Orlando Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Orlando Regional Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate. The Chamber of Commerce is based in Orlando, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Flint Hill School
Flint Hill School Other Consumer ServicesConsumer Services Flint Hill School operates as an independent, coeducational, college-preparatory day school for grades TK-12. The company was founded by Don Niklason in 1956 and is headquartered in Oakton, VA. | Other Consumer Services | Director/Board Member | |
Hawaii Public Radio
Hawaii Public Radio BroadcastingConsumer Services Hawaii Public Radio is a member-supported radio station that provides two streams statewide. Hawaii Public Radio is based in Honolulu, HI and has subsidiaries in the United States. HPR-1 offers news, talk, and a variety of music, while HPR-2 is dedicated to classical music. The station was founded in 1981 and features the latest national and international news from NPR and The Associated Press. | Broadcasting | President | |
University of Nigeria | College/University | Undergraduate Degree | |
Penta Mezzanine Fund (Private Equity)
Penta Mezzanine Fund (Private Equity) Investment ManagersFinance Penta Mezzanine Fund (Penta Mezzanine) is a private equity firm founded in 2007 by Grant Hill, Seth D. Ellis and Rebecca Irish. The firm is headquartered in Orlando, Florida. | Investment Managers | Private Equity Investor | |
WMFE | President | ||
Robert Charles & Lesser Co.
Robert Charles & Lesser Co. Miscellaneous Commercial ServicesCommercial Services Robert Charles & Lesser Co. operates as a real estate developers. The firm offers real estate economics, investment strategy, asset management, and management consulting services. The company was founded By Bob Lesser in 1967 and is headquartered in Bethesda, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NewGate Capital Partners LLC
NewGate Capital Partners LLC Investment ManagersFinance NewGate Capital Partners LLC (NewGate Capital Partners) is a private equity/venture capital firm founded in 1997 by Larry K. Walker. The firm is headquartered in Winter Park, Florida. | Investment Managers | Private Equity Analyst | |
Tiger Bay Club of Central Florida, Inc. | Director/Board Member | ||
SunTrust Bank (Richmond Branch)
SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Crummer Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Power Grid Engineering LLC
Power Grid Engineering LLC Engineering & ConstructionIndustrial Services Power Grid Engineering LLC provides engineering services. Its services include relay protection and control, substation engineering, generation interconnect, planning and system studies and power systm training. The company was founded by Michael J. Wright William Durie and Andre Uribe in 2007 and is headquartered in Lake Mary, FL. | Engineering & Construction | Founder | |
Metro Health, Inc.
Metro Health, Inc. Medical/Nursing ServicesHealth Services Metro Health, Inc. operates a network of primary care doctors and health professionals. It offers health management services through its hospitals. The firm provides for chronic diseases such as heart disease, stroke, cancer, diabetes, obesity and arthritis. The company was founded in 2010 and is headquartered in Orlando, FL. | Medical/Nursing Services | President | |
MH Geriatrics Management LLC | Chief Executive Officer | ||
MPE Mgt Co. LLC
MPE Mgt Co. LLC Investment ManagersFinance Mgt Co. LLC (MPE Partners) is a private equity firm founded in 2012 by Peter Taft, Karen Tuleta and Joe Machado. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
Rice Investment Group
Rice Investment Group Investment ManagersFinance Rice Investment Group (Rice Investment Group) is a private equity firm founded in 2018 by Daniel Joseph Rice. The firm is headquartered in Carnegie, Pennsylvania. | Investment Managers | Private Equity Investor | |
Qualus Power Services Corp.
Qualus Power Services Corp. Engineering & ConstructionIndustrial Services Qualus Power Services Corp. provides electric power engineering and field services through its wholly-owned subsidiaries, CE Power and Power Grid Engineering. The company is headquartered in Cincinnati, OH. | Engineering & Construction | Chief Operating Officer | |
The College of Wooster | College/University | Undergraduate Degree | |
Qualus Corp.
Qualus Corp. Engineering & ConstructionIndustrial Services Qualus Corp. provides engineering and technical field services. The private company is based in Lake Mary, FL and has subsidiaries in the United States. The CEO of the company is Hisham Mahmoud Abdel Fattah Mahmoud. | Engineering & Construction | Chief Operating Officer | |
1858 Capital Partners LLC
1858 Capital Partners LLC Investment Banks/BrokersFinance 1858 Capital Partners LLC is a boutique M&A advisory firm that specializes in mergers and acquisitions and principal investments. The private company is based in Winter Park, FL, and has subsidiaries in the United States. The company has a focus on the middle market and utilizes its network, internal resources, and the latest technology to attain successful transactions. Unlike traditional investment banks, 1858 was formed with a community banking model in mind. The 1858 team is very selective regarding engagements and looks to limit the number of engagements taken on at any one time so maximum client interfacing is achieved. The company was founded in 2022 by Jay Chaudhari, Michael Skat, Michael Ward, Michael A. Okaty. | Investment Banks/Brokers | Corporate Officer/Principal | |
Alegeus Technologies LLC
Alegeus Technologies LLC Packaged SoftwareTechnology Services Alegeus Technologies LLC engages in the provision of benefits platform, benefit debit car, and mobile app to help customer navigate the U.S. healthcare system. Its platform include administer benefit accounts, manage HSA assets, influence consumer behavior, and process payments and communications. The company was founded in 1995 and is headquartered in Waltham, MA. | Packaged Software | Sales & Marketing |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Nigeria | 3 |
Settori
Finance | 24 |
Consumer Services | 12 |
Industrial Services | 4 |
Retail Trade | 3 |
Commercial Services | 3 |
Posizioni
Corporate Officer/Principal | 46 |
Undergraduate Degree | 45 |
Masters Business Admin | 26 |
Portfolio Manager-Equities | 26 |
Director/Board Member | 25 |
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