Provenienza dei contatti di primo grado di Matt Wahl
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Regions Investment Management, Inc.
 Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.
30
| Subsidiary | Investment Managers | 30 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matt Wahl tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
| KIRBY CORPORATION | Marine Shipping | Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
SouthernSun Asset Management LLC
 SouthernSun Asset Management LLC Investment ManagersFinance SouthernSun Asset Management LLC (SouthernSun) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Michael Cook in 1989 as Michael W. Cook Asset Management, Inc. SouthernSun primarily provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, public pension plans, charitable institutions, foundations, endowments, municipalities, pooled investment funds, registered mutual funds, trusts, banks, and other US and international institutions. | Investment Managers | Analyst-Equity | |
Arvest Investments, Inc.
 Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Portfolio Manager-Fixed Income | |
Delta Asset Management LLC (Tennessee)
 Delta Asset Management LLC (Tennessee) Investment ManagersFinance Delta Asset Management LLC (Delta) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Myron Mall and Alex Conaway in 1989. They are a subsidiary of WT Acquisition LLC, which is owned by HighTower Holding LLC. Delta provides investment advice to individual persons, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or similar business entities, and state or municipal government entities. | Investment Managers | Analyst-Fixed Income | |
| GREEN TECHNOLOGY SOLUTIONS, INC. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Northern Capital Securities Corp.
 Northern Capital Securities Corp. Investment Banks/BrokersFinance Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker. | Investment Banks/Brokers | Corporate Officer/Principal | |
SouthState DuncanWilliams Securities Corp.
 SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Vanderbilt University | College/University | Undergraduate 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 | |
Rocky Mountains Inns
 Rocky Mountains Inns Hotels/Resorts/Cruise linesConsumer Services Rocky Mountains Inns operates a hotel. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
Weaver C. Barksdale & Associates, Inc.
 Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Investment Managers | Analyst-Fixed Income | |
| Wake Forest University | College/University | Undergraduate Degree | |
Regions Bank
 Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| First Tennessee National Corp. /Credit Card Operations/ | Major Banks | Corporate Officer/Principal | |
Emageon, Inc.
 Emageon, Inc. Packaged SoftwareTechnology Services Emageon, Inc. provides information technology systems for hospitals, healthcare networks and imaging facilities. Its solutions includes RadSuite, HeartSuite, and other specialty suites. The company is headquartered in Birmingham, AL. | Packaged Software | Corporate Officer/Principal | |
Dimensional Fund Advisors Ltd.
 Dimensional Fund Advisors Ltd. Investment ManagersFinance Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts. | Investment Managers | Portfolio Manager-Equities | |
| Auburn University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Florida International University | College/University | Graduate Degree | |
| Florida State University | College/University | Undergraduate Degree | |
| Hampden-Sydney College | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Graduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| Troy State University | College/University | Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Arkansas | College/University | Undergraduate Degree | |
| University of South Alabama | College/University | Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| University of Tennessee | College/University | Undergraduate Degree | |
| University of South Carolina | College/University | Masters Business Admin | |
| The University of Alabama at Birmingham | College/University | Masters Business Admin | |
| The American College of Financial Services | College/University | Graduate Degree | |
| University of Mississippi | College/University | Graduate Degree | |
Challenger Minerals, Inc.
 Challenger Minerals, Inc. Oil & Gas ProductionEnergy Minerals Part of Transocean Ltd., Challenger Minerals, Inc. operates an oil and gas development and production company. The company is based in Houston, TX. | Oil & Gas Production | Corporate Officer/Principal | |
Society of Exploration Geophysicists
 Society of Exploration Geophysicists Miscellaneous Commercial ServicesCommercial Services The Society of Exploration Geophysicists operates as an association of exploration geophysicists. The non-profit company is based in Tulsa, OK and has subsidiaries in the United States. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| American Association of Petroleum Geologists | Corporate Officer/Principal | ||
Petroleum Engineers, Inc.
 Petroleum Engineers, Inc. Engineering & ConstructionIndustrial Services Part of New Tech Global Ventures LLC, Petroleum Engineers, Inc. is a company that provides engineering services. The company is based in Lafayette, LA. | Engineering & Construction | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Regno Unito | 3 |
| Canada | 2 |
Settori
| Finance | 21 |
| Consumer Services | 20 |
| Commercial Services | 3 |
| Energy Minerals | 3 |
| Transportation | 2 |
Posizioni
| Corporate Officer/Principal | 25 |
| Portfolio Manager-Equities | 23 |
| Analyst-Equity | 20 |
| Undergraduate Degree | 17 |
| Portfolio Manager-Fixed Income | 12 |
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