Mary Liz Guidry
Direttore della Ricerca - Azioni presso CI RGT Private Wealth LLC
Provenienza dei contatti di primo grado di Mary Liz Guidry
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mary Liz Guidry tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 Graduate Degree | |
| VERITEX HOLDINGS, INC. | Regional Banks | Director/Board Member | |
| The University of Texas School of Law | College/University | Graduate Degree | |
Veritex Community Bank (Dallas, Texas)
 Veritex Community Bank (Dallas, Texas) Regional BanksFinance Veritex Community Bank operates as a state chartered commercial bank. It offers personal banking products and services, such as E-personal checking, personal and now checking, sterling checking, basic savings, preferred money market accounts, health savings accounts, certificates of deposit, individual retirement accounts, ATM services, and online and mobile banking services. The company was founded in 2004 and is headquartered in Dallas, TX. | Regional Banks | Director/Board Member | |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
Watermark Community Church
 Watermark Community Church Miscellaneous Commercial ServicesCommercial Services Watermark Community Church is a non-denominational multi-site church that operates in four campuses. Watermark Community Church is based in Dallas, TX. It provides ministry curriculum and resources to other churches across the country. The church also operates two clinics for uninsured and under-resourced patients. Although services are currently online-only, it normally sees about 20,000 attendees in any given week, including both weekend services and weekday ministries. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Dallas National Golf Club | Director/Board Member | ||
| Institute of Financial Planners of Hong Kong | Director/Board Member | ||
| Baylor University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree | |
| Hendrix College | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate 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 | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 14 |
| Hong Kong | 2 |
Settori
| Consumer Services | 8 |
| Finance | 5 |
| Commercial Services | 2 |
Posizioni
| Director/Board Member | 6 |
| Undergraduate Degree | 6 |
| Analyst-Equity | 4 |
| Portfolio Manager-Equities | 3 |
| Founder | 2 |
Contatti più connessi
| Insiders | |
|---|---|
| Mark Griege | 10 |
| Greg Bone | 3 |
| Braden Ryan Cole | 2 |
| Brent Anderson | 2 |
| James Herr | 2 |
| Matt Krauss | 2 |
| Jeff Royce | 1 |
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