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Matt Moetzinger
Gestore di Portafoglio-Azioni presso Mariner LLC
Provenienza dei contatti di primo grado di Matt Moetzinger
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
James Madison University
73
| College/University | Other Consumer Services | 73 |
New York University School of Law
40
| College/University | Other Consumer Services | 40 |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
29
| Subsidiary | Investment Managers | 29 |
Columbus School of Law
4
| College/University | Other Consumer Services | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matt Moetzinger tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Portfolio Manager-Equities Director/Board Member | |
SHENANDOAH TELECOMMUNICATIONS COMPANY | Major Telecommunications | Sales & Marketing | |
Fifth Third Bank, NA (Cincinnati, Ohio)
![]() Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Granite Investment Advisors LLC
![]() Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Trading-Equity Analyst-Equity | |
iCoreConnect, Inc. (Florida)
![]() iCoreConnect, Inc. (Florida) Internet Software/ServicesTechnology Services iCoreConnect, Inc. engages in the development and marketing of cloud-based software and technology services which focus on compliance, workflow and productivity, and electronic health records systems. It offers cloud-based as a service under the names of iCoreRx, iCorePDMP, iCoreEPCS, iCoreVerify, iCoreHuddle, iCoreHuddle+, iCoreCodeGenius, iCoreExchange, iCoreCloud, iCorePay, iCoreSecure, and iCoreIT. The company was founded on November 2, 1992 and is headquartered in Ocoee, FL. | Internet Software/Services | Sales & Marketing | |
Mariner Capital Ventures LLC
![]() Mariner Capital Ventures LLC Investment ManagersFinance Mariner Capital Ventures LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services with revenues of less than $2 million and between negative to $0.5 million in EBITDA. It provides financing for incubation, seed, early and later stage capital requirements with investment size ranging from $100K to $1 million per investment. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Mariner Private Equity LLC
![]() Mariner Private Equity LLC Investment ManagersFinance Mariner Private Equity LLC (Mariner Private Equity) is a private equity/venture capital subsidiary of Mariner LLC founded in 2006 by Martin Christopher Bicknell and Patrick G. Doherty. The firm is headquartered in Leawood, Kansas. | Investment Managers | Founder Chief Executive Officer | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Doctorate Degree | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Mariner Wealth Advisors LLC
![]() Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer Founder | |
ALLIED GAMING & ENTERTAINMENT INC. | Movies/Entertainment | General Counsel Chief Executive Officer | |
University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
The Johns Hopkins University | College/University | Masters Business Admin Graduate Degree | |
The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree | |
Montage Investments LLC
![]() Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | Chief Executive Officer Market Strategist | |
Miami University | College/University | Undergraduate Degree Masters Business Admin | |
University of Richmond | College/University | Masters Business Admin Masters Business Admin | |
Kansas State University | College/University | Graduate Degree Undergraduate Degree | |
Thompson Davis & Co., Inc.
![]() Thompson Davis & Co., Inc. Investment Banks/BrokersFinance Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate. | Investment Banks/Brokers | Founder Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
McGill University | College/University | Undergraduate Degree | |
New York State Bar Association
![]() New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Israel Bar Association
![]() Israel Bar Association Miscellaneous Commercial ServicesCommercial Services Israel Bar Association is a private company headquartered in Tel Aviv, Israel. The firm provides legal services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Haifa | College/University | Graduate Degree | |
Yigal Arnon & Co., Advocates
![]() Yigal Arnon & Co., Advocates Miscellaneous Commercial ServicesCommercial Services Yigal Arnon & Co. provides legal advisory services. Its practice areas include antitrust, bankruptcy and creditors rights, corporate finance, employee benefits, environmental, intellectual property, and commercial law. The firm also offers assistance on life sciences, mergers and acquisitions, privatization, pro bono, project finance, public tenders, and real estate issues. The company was founded by Yigal Arnon in 1957 and is headquartered in Jerusalem, Israel. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
J&E Davy
![]() J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | Investment Banks/Brokers | Analyst-Equity | |
Albert Einstein College of Medicine, Inc. | College/University | Doctorate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 37 |
Israele | 4 |
Canada | 2 |
Irlanda | 2 |
Settori
Finance | 20 |
Consumer Services | 14 |
Commercial Services | 7 |
Technology Services | 3 |
Communications | 2 |
Posizioni
Corporate Officer/Principal | 133 |
Undergraduate Degree | 99 |
Director/Board Member | 87 |
Portfolio Manager-Equities | 61 |
Private Equity Investor | 35 |
Contatti più connessi
Insiders | |
---|---|
Marty Bicknell | 29 |
Eric Major | 20 |
William Lewis | 18 |
Brad Cornell | 16 |
John Hinshaw | 15 |
Meg Gentle | 14 |
Anthony D. Cassano | 14 |
Mark Andrew Caplinger | 13 |
David Duke | 10 |
Kimberly Burch Snyder | 10 |
Joseph Fenech | 9 |
Luke Tilley | 9 |
Robert S. West | 9 |
Janet Driscoll Miller | 8 |
Sarner Michael S | 8 |
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