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Joseph Friend
Gestore di Portafoglio-Azioni presso Barnes-Pettey Financial Advisors LLC
Provenienza dei contatti di primo grado di Joseph Friend
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Mississippi
43
| College/University | Other Consumer Services | 43 |
Barnes-Pettey Financial Advisors LLC
![]() Barnes-Pettey Financial Advisors LLC Investment ManagersFinance Barnes-Pettey Financial Advisors LLC (BPFA) is an independent, SEC-registered investment advisor headquartered in Clarksdale, Mississippi. The firm was founded in 2007 and is indirectly owned by Dudley M. Barnes and Holmes S. Pettey. BPFA offers investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
7
| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joseph Friend tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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 | Analyst-Equity Private Equity Investor | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
ENLINK MIDSTREAM PARTNERS LP | Oil & Gas Pipelines | Corporate Officer/Principal | |
CONN'S, INC. | Electronics/Appliance Stores | Comptroller/Controller/Auditor | |
TD Capital Management LLC
![]() TD Capital Management LLC Investment ManagersFinance TD Capital Management LLC (TD Capital) is an independent registered wealth management/investment advisory firm headquartered in Memphis, Tennessee. The firm was founded by L. Douglas Smith and Nimrod Thompson in 1996. TD Capital provides investment management services for pension and profit-sharing plans, endowment funds, trusts, estates and charitable organizations. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Pruco Securities LLC
![]() Pruco Securities LLC Investment ManagersFinance Pruco Securities LLC, do-business-as Prudential Financial Planning Services (PFPS), is a registered investment advisor headquartered in Newark, New Jersey. The firm was founded by Al Steele in 2007 and is wholly-owned by The Prudential Insurance Company of America, Inc., which in turn is an indirect wholly-owned subsidiary of Prudential Financial, Inc. (NYSE: PRU). PFPS provides financial planning services to individuals, families, businesses, and associations throughout the US. They also sponsor wrap fee programs. | Investment Managers | Portfolio Manager-Fixed Income | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Private Equity Investor | |
MAIN STREET CAPITAL CORPORATION | Investment Managers | Chief Administrative Officer | |
Vanderbilt University | College/University | Graduate Degree | |
Rice University | College/University | Masters Business Admin | |
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 | |
Deloitte LLP (New York)
![]() Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Capital Investment Advisors LLC
![]() Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Investment Managers | Analyst-Equity | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
Delta State University | College/University | Undergraduate Degree | |
Mississippi State University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Alabama | College/University | Graduate Degree Graduate Degree | |
Samford University | College/University | Graduate Degree | |
University of New Orleans | College/University | Masters Business Admin | |
American Heart Association, Inc.
![]() American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Mountain Group Capital LLC
![]() Mountain Group Capital LLC Investment ManagersFinance Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee. | Investment Managers | President | |
Main Street Capital Partners LLC
![]() Main Street Capital Partners LLC Investment ManagersFinance Main Street Capital Partners LLC(Main Street Capital Partners) is a private equity firm founded in 1990 by Vincent Foster. The firm is headquartered at Houston, Texas. | Investment Managers | Comptroller/Controller/Auditor | |
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 | Analyst-Equity | |
Morgan Keegan & Co. LLC
![]() Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal General Counsel Analyst-Fixed Income | |
Accolade Capital Management LLC
![]() Accolade Capital Management LLC Investment ManagersFinance Accolade Capital Management LLC (Accolade Capital Management) is a venture capital and private equity firm founded in 2000 by Joelle Kayden. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Private Equity Investor | |
Bedrock Fund Management LLC
![]() Bedrock Fund Management LLC Investment ManagersFinance Bedrock Fund Management LLC (Bedrock Capital) is a venture capital firm founded in 2017 by Geoffrey Lewis Tabachnick and Eric G. Stromberg. The firm is headquartered in Plainview, New York. | Investment Managers | Director of Finance/CFO | |
The Citizens National Bank of Meridian (Investment Management)
![]() The Citizens National Bank of Meridian (Investment Management) Investment ManagersFinance The Citizens National Bank of Meridian (Investment Management) (dba CNB Wealth Management) is the investment management division of The Citizens National Bank of Meridian, a community bank headquartered in Meridian, Mississippi. The firm is owned by Citizens National Banc Corp. CNB Wealth Management manages and administers the assets of wealthy clients. | Investment Managers | Chief Investment Officer | |
McKinsey & Co. Canada
![]() McKinsey & Co. Canada Miscellaneous Commercial ServicesCommercial Services McKinsey & Co. Canada is a consulting firm that provides consulting services to companies and organizations. The private company is based in Halifax, Canada and was founded in 2003. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FIMC Partners LP
![]() FIMC Partners LP Insurance Brokers/ServicesFinance FIMC, Inc. offers membership products includes home and auto security plan and other products. It products lines are the home and auto security plan, American traveler motor club and the auto plus plan. It serves to the home, auto, health, and travel industries. The company was founded in 1974 and is headquartered in Sarasota, FL. | Insurance Brokers/Services | Director/Board Member | |
Ridgemont Partners Management LLC
![]() Ridgemont Partners Management LLC Investment ManagersFinance Ridgemont Partners Management LLC (Ridgemont Partners Management) is a private equity firm founded in 1993 by Travis Hain, George E. Morgan, and Walker L. Poole. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor | |
Jones Graduate School of Business | College/University | Masters Business Admin | |
Embedded Ventures LLC
![]() Embedded Ventures LLC Investment ManagersFinance Embedded Ventures LLC (Embedded Ventures) is a venture capital firm founded in 2020 by Jenna Bryant and Jordan Noone. The firm is headquartered in Los Angeles, California. | Investment Managers | Director/Board Member | |
Permanent Equity Management
![]() Permanent Equity Management Investment ManagersFinance Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri. | Investment Managers | Private Equity Investor | |
Dixon Hughes Goodman LLP
![]() Dixon Hughes Goodman LLP Miscellaneous Commercial ServicesCommercial Services Dixon Hughes Goodman LLP engages in the provision of accounting, tax, and advisory services. The firm offers employee benefit plan audits, internet audit services, statutory financial audits, cost segregation, tax accounting, transfer pricing, healthcare consulting, risk advisory, and information technology advisory. The company was founded in 1932 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
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 | |
Romney For President, Inc. | Corporate Officer/Principal | ||
PetroCap LLC
![]() PetroCap LLC Investment ManagersFinance PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Analyst | |
Ufora, Inc.
![]() Ufora, Inc. Packaged SoftwareTechnology Services Ufora, Inc. provides data science engineering solutions. It offers open source platform that automates the engineering code required to run single-threaded programs in parallel across a cluster of machines. The company was founded by Braxton McKee and Alexander Leeds in 2008 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Canada | 2 |
Settori
Finance | 25 |
Consumer Services | 9 |
Commercial Services | 5 |
Technology Services | 4 |
Retail Trade | 3 |
Posizioni
Undergraduate Degree | 47 |
Corporate Officer/Principal | 34 |
Graduate Degree | 19 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 11 |
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