Kirby Don Jacobson
Direttore degli Investimenti presso Astoria Strategic Wealth, Inc.
Provenienza dei contatti di primo grado di Kirby Don Jacobson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Texas Tech University
60
| College/University | Other Consumer Services | 60 |
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.
11
| Subsidiary | Investment Managers | 11 |
Astoria Strategic Wealth, Inc.
 Astoria Strategic Wealth, Inc. Investment ManagersFinance Astoria Strategic Wealth, Inc. (ASW) is an independent SEC-registered investment advisor and wealth management firm headquartered in Conroe, Texas. ASW was founded in 1996 and provides fee-only, fiduciary, financial planning, and investment management services to families and affluent individuals in Austin, Texas, and surrounding areas.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kirby Don Jacobson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| FIRST FINANCIAL BANKSHARES, INC. | Major Banks | Chief Executive Officer | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Cain Brothers & Co. LLC
 Cain Brothers & Co. LLC Investment Banks/BrokersFinance Cain Brothers & Co. LLC delivers solutions to mergers and acquisitions, capital raising, and strategic and financial advisory clients. Its services include strategic and financial advisory, direct bank placements, tax-exempt bond underwriting, joint ventures and affiliations, fairness opinions and valuations, leverage finance, swaps and derivatives, and growth equity. The company was founded by Daniel M. Cain and James E. Cain in 1982 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
TPG Global LLC
 TPG Global LLC Investment ManagersFinance TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Investment Managers | Portfolio Manager-Equities Sales & Marketing Portfolio Manager-Equities | |
SFMG LLC
 SFMG LLC Investment ManagersFinance SFMG LLC is an independent, SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded by Greg Morgan in 1992 and do-business-as SFMG Wealth Advisors. SFMG provides investment advisory services to individuals and their families, high net-worth individuals, pension plans, trust, estates or charitable organizations, and corporations and other business. | Investment Managers | President Portfolio Manager-Equities | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin | |
| SCHLUMBERGER AG | Beverages: Alcoholic | Corporate Officer/Principal | |
| Tongji University | College/University | Corporate Officer/Principal | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
| University of Missouri | College/University | Undergraduate Degree | |
| Baylor University | College/University | Graduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Knox College | College/University | Undergraduate Degree | |
| Otterbein College | College/University | Masters Business Admin | |
| University of Florida | College/University | Graduate Degree | |
| Georgetown University | College/University | Graduate Degree | |
| Tsinghua University | College/University | Graduate Degree | |
Association for Information Systems, Inc.
 Association for Information Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Information Systems serves society through the advancement of knowledge and the promotions. The firm offers research, teaching, practice, and study of information systems to individuals and organizations. The company is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Institute for Operations Research & the Management Sciences
 Institute for Operations Research & the Management Sciences Miscellaneous Commercial ServicesCommercial Services Institute for Operations Research & the Management Sciences operates as non-profit organization. It promotes practices and advances in operations research, management science, and analytics to improve operational processes, decision-making, and outcomes. The company was founded in 1995 and is headquartered in Catonsville, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PlainsCapital Bank (Investment Management)
 PlainsCapital Bank (Investment Management) Investment ManagersFinance PlainsCapital Bank (Investment Management) is the investment management division of PlainsCapital Bank, an investment bank headquartered in Dallas, Texas. The firm was founded in 1988 and is a subsidiary of Hilltop Holdings, Inc. (NYSE: HTH). PlainsCapital Bank primarily serves the private sector including in middle-market commercial businesses and high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
| AgriCapital Advisors | Corporate Officer/Principal | ||
Liahona Ventures LLC
 Liahona Ventures LLC Investment ManagersFinance Liahona Ventures LLC (Liahona Ventures) is a venture capital firm founded in 2006 by Christopher Shonk. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| Fujian University of Technology | College/University | Corporate Officer/Principal | |
| BIONITROGEN HOLDINGS CORP. | Chemicals: Agricultural | Director/Board Member | |
Legacy CG LLC
 Legacy CG LLC Investment ManagersFinance Legacy CG LLC, do-business-as Legacy Consulting Group (LCG), is an independent registered investment advisor and wealth management firm headquartered in Plano, Texas. The firm was founded by Seth L. Cogswell in 2012. LCG provides investment advisory services to individuals, trusts, estates, charitable organizations, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
| Kelley School of Business | College/University | Masters Business Admin | |
| Texas Tech University School of Law | College/University | Graduate Degree Graduate Degree | |
Brand Foundry Ventures LLC
 Brand Foundry Ventures LLC Investment ManagersFinance Brand Foundry Ventures LLC (Brand Foundry Ventures) is a venture capital firm founded by Andrew C. Mitchell in 2013. The firm is headquartered at Austin, Texas. | Investment Managers | Private Equity Investor | |
Nextgen Venture Partners LLC
 Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor | |
| YINSHENG DIGIFAVOR COMPANY LIMITED | Regional Banks | Director/Board Member | |
| The University of Tennessee Space Institute | College/University | Corporate Officer/Principal | |
| Institute of Electrical & Electronics Engineers /China/ | Corporate Officer/Principal | ||
Seed Sumo Management LLC
 Seed Sumo Management LLC Investment ManagersFinance Seed Sumo Management LLC (Seed Sumo) is a venture capital firm founded in 2013 by Bryan Bulte, DJ Monteilh, Doss Cunningham, and Manish Patel. The firm is headquartered in Bryan, Texas. | Investment Managers | Founder | |
Strata Wealth Advisors LLC
 Strata Wealth Advisors LLC Investment ManagersFinance Part of KRP Holdings LLC, Strata Wealth Advisors LLC is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 2017 by Kenneth Roy Painter. Kenneth Roy Painter has been the CEO since 2017. | Investment Managers | Chief Investment Officer | |
Covenant Wealth Strategies LLC
 Covenant Wealth Strategies LLC Investment ManagersFinance Covenant Wealth Strategies LLC is a financial planning company that offers independent and comprehensive financial planning and investment strategies. The private company is based in Wilmington, DE. The company prioritizes their clients' success and well-being and strive to put them in a position of strength to make educated decisions and achieve their goals. The company provides comprehensive financial planning services including retirement planning, investment planning, executive compensation planning, estate and legacy planning, risk management planning, and education planning. The company's approach involves understanding the overall financial objectives and designing a strategy that strives to build and preserve wealth over the course of a lifetime. | Investment Managers | Corporate Officer/Principal | |
| HYRECAR INC. | Finance/Rental/Leasing | Chief Tech/Sci/R&D Officer | |
Livwell Ventures
 Livwell Ventures Investment ManagersFinance Livwell Ventures (Livwell Ventures) is a venture capital firm founded by Doss Cunningham and DJ Monteilh in 2018. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Investor | |
| Dynamo Specialty Distributing LLC | Director/Board Member | ||
| Mihrtec LLC | Corporate Officer/Principal | ||
FarmOp Capital LLC
 FarmOp Capital LLC Finance/Rental/LeasingFinance FarmOp Capital LLC engages in provision of working capital to farm operator. It offers credit to growers based on the ability to grow an efficient crop. The company was founded by Keir Renick and Darwin Melnyk in 2017 and is headquartered in St. Paul, MN. | Finance/Rental/Leasing | Founder | |
Palm Harbour Capital LLP
 Palm Harbour Capital LLP Investment ManagersFinance Palm Harbour Capital LLP (Palm Harbour) is a private investment management firm headquartered in London, UK. The firm was founded by Peter Smith in 2018. Palm Harbour serves as the investment manager of the COBAS LUX SICAV Palm Harbour Global Value Fund. | Investment Managers | Founder |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Cina | 6 |
| Austria | 2 |
| Regno Unito | 2 |
Settori
| Finance | 25 |
| Consumer Services | 17 |
| Commercial Services | 3 |
| Consumer Non-Durables | 2 |
| Process Industries | 2 |
Posizioni
| Corporate Officer/Principal | 78 |
| Undergraduate Degree | 70 |
| Director/Board Member | 44 |
| Graduate Degree | 27 |
| Masters Business Admin | 22 |
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