James Watson
Amministratore Delegato presso Prima Capital Holding, Inc.
Provenienza dei contatti di primo grado di James Watson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wake Forest University
75
| College/University | Other Consumer Services | 75 |
Investment Management Consultants Association
38
| Non-Profit Organization | 38 | |
Lafayette College
36
| College/University | Other Consumer Services | 36 |
DCA Total Return Fund
 DCA Total Return Fund Investment Trusts/Mutual FundsMiscellaneous DCA Total Return Fund operates as a Closed-End Investment Fund/Investment Trust. It seeks to provide the unit holders with the current income and capital appreciation by investing its assets in global securities, including common equity, preferred equity and debt securities. The fund was founded on December 1, 2004 and is headquartered in Denver, CO.
9
| Extinct | Investment Trusts/Mutual Funds | 9 |
DCW Total Return Fund
 DCW Total Return Fund Investment Trusts/Mutual FundsMiscellaneous DCW Total Return Fund is a non-diversified, closed-end management investment company. The company is headquartered in Denver, CO
7
| Extinct | Investment Trusts/Mutual Funds | 7 |
Prima Capital Holding, Inc.
 Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation.
1
| Subsidiary | Miscellaneous Commercial Services | 1 |
Swan Global Investments LLC
 Swan Global Investments LLC Investment ManagersFinance Swan Global Investments LLC (Swan) is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randall W. Swan in 1997 as Swan Wealth Advisors, Inc. They are a wholly-owned subsidiary of Swan Global Holdings (US) LLC. Swan provides discretionary investment management services to investment advisors, individuals, institutions, trusts, pension plans, corporations and family offices.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a James Watson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal 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 | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Dallas Symphony Association, Inc.
 Dallas Symphony Association, Inc. Movies/EntertainmentConsumer Services Dallas Symphony Association, Inc. operates as a performing arts organization. It engages in performing distinctive classical programs, pops concerts and multi-media presentations. The company was founded in 1900 and is headquartered in Dallas, TX. | Movies/Entertainment | Director/Board Member Director/Board Member | |
Government Finance Officers Association
 Government Finance Officers Association Miscellaneous Commercial ServicesCommercial Services The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Doctorate Degree Masters Business Admin | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Chief Executive Officer Corporate Officer/Principal | |
Stephens Capital Partners LLC
 Stephens Capital Partners LLC Investment ManagersFinance Stephens Capital Partners LLC (Stephens Capital Partners) is a private equity subsidiary of SF Holding Corp founded in 1933. The firm is headquartered in Little Rock, Arkansas. | Investment Managers | Chief Executive Officer Private Equity Investor | |
The District of Columbia Bar
 The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | 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 | |
| Georgia State University | College/University | Masters Business Admin Masters Business Admin | |
Veris Wealth Partners LLC
 Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Investment Managers | Chief Executive Officer Founder | |
| Georgetown University | College/University | Masters Business Admin Graduate Degree | |
Essential Investment Partners, Inc.
 Essential Investment Partners, Inc. Investment ManagersFinance Essential Investment Partners, Inc. provides investment advice. The private company is based in Denver, CO. Jonathan Frederick Zeschin has been the CEO of the company since 2009. | Investment Managers | Chief Executive Officer Director/Board Member | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| North Carolina State University | College/University | Doctorate Degree Undergraduate Degree | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Financial Services Institute, Inc. | Corporate Officer/Principal Director/Board Member | ||
Ares Wealth Management Solutions LLC
 Ares Wealth Management Solutions LLC Investment Banks/BrokersFinance Ares Wealth Management Solutions LLC is an investment company focused on developing and managing real estate products that build real value for investors. The company was founded by Mark Donovan Quam and is headquartered in Denver, CO. | Investment Banks/Brokers | Chief Operating Officer Comptroller/Controller/Auditor | |
The Urban Land Institute
 The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| REYNOLDS AMERICAN, INC. | Tobacco | Public Communications Contact | |
| State University of New York College at Oneonta | College/University | Undergraduate Degree | |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 2007 and is owned by AGF Management Ltd. (TSX: AGF.B). AGFI services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Diyotta, Inc.
 Diyotta, Inc. Packaged SoftwareTechnology Services Diyotta, Inc. provides data integration services. Its solutions include data lake implementation, date integration for Hadoop, unified data integration, cloud data integration, ETL modernization, mainframe modernization, data integration for MPP, data integration using spark, replatforming Netezza to Snowflake and MDI suite using IBM solutions. Its products include modern data integration suite, cloud data integration and MDI suite on the AWS marketplace. The company was founded by Sanjay Vyas, Ravindra Punuru and Sripathi Tumati in 2012 and is headquartered in Charlotte, NC. | Packaged Software | Director/Board Member | |
| University of Pennsylvania | College/University | Masters Business Admin | |
AT&T Solutions Customer Care
 AT&T Solutions Customer Care Miscellaneous Commercial ServicesCommercial Services Part of Cincinnati Bell Inc., AT & T Solutions Customer Care is an American company that provides customer and employee support services. The company is based in NY. AT&T Solutions Customer Care was acquired by Matrixx Marketing, Inc. from AT&T Corp. on March 03, 1998 for $625 million. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Interfolio, Inc.
 Interfolio, Inc. Packaged SoftwareTechnology Services Interfolio, Inc. provides higher education credential management and committee based decision making software services. Its Dossier, ByCommittee and letter writer services help scholars manage the lifecycle of their academic and professional careers and enable institutions to select the most talented and diverse candidates. The company was founded by Steve Goldenberg in 1999 and is headquartered in Washington, DC. | Packaged Software | Chief Operating Officer | |
Responsible Investment Association
 Responsible Investment Association Miscellaneous Commercial ServicesCommercial Services Responsible Investment Association provides investment advisory services. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Marymount University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 3 |
| Hong Kong | 2 |
Settori
| Finance | 19 |
| Commercial Services | 13 |
| Consumer Services | 13 |
| Technology Services | 5 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 243 |
| Director/Board Member | 161 |
| Undergraduate Degree | 81 |
| Masters Business Admin | 43 |
| President | 38 |
Contatti più connessi
| Insiders | |
|---|---|
| Matthew King | 47 |
| Thomas J. MacKell | 26 |
| Michael Nicolais | 24 |
| Brian S. Hamburger | 22 |
| Lars Nelson | 22 |
| Curtis Farmer | 15 |
| Dan T. Cummins | 14 |
| Jeff W. Taylor | 14 |
| Douglas J. Donatelli | 12 |
| Peter Charles Sinatra | 11 |
| Johnny Powers | 11 |
| Rex Phillip Macey | 10 |
| Warren Stephens | 10 |
| Stephen L. Wallenhaupt | 10 |
| Steven C. Weisman | 10 |
- Borsa valori
- Insiders
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