Matthew I. Na
Analyst-Equity presso Westwood Management Corp. (Texas)
Provenienza dei contatti di primo grado di Matthew I. Na
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The University of Texas at Austin
467
| College/University | Other Consumer Services | 467 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.
59
| Subsidiary | Investment Managers | 59 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matthew I. Na tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Tech/Sci/R&D Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income | |
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity | |
| Texas Christian University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Carlson Capital LP
 Carlson Capital LP Investment ManagersFinance Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts. | Investment Managers | Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal Consultant / Advisor | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| Texas A&M University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Salient Capital Advisors LLC
 Salient Capital Advisors LLC Investment ManagersFinance Salient Capital Advisors LLC (Salient) is an asset management firm headquartered in Houston, Texas. The firm was founded when their direct parent, Salient Partners LP acquired RDG Capital LLC in December 2010. Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Portfolio Manager-Equities President Director of Research - Equity | |
NGP Energy Capital Management, LLC
 NGP Energy Capital Management, LLC Financial ConglomeratesFinance NGP Energy Capital Management LLC operates as a private equity firm in the natural resources industry. It considers investment in companies specializing in the oil and gas acquisitions and exploitation; oil and gas development drilling; midstream acquisitions and development opportunities; and oil and gas minerals and royalties. The company was founded by Kenneth Alfredo Hersh and David Russell Albin in 1988 and is headquartered in Dallas, TX. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Westwood Management Corp. (Illinois)
 Westwood Management Corp. (Illinois) Investment ManagersFinance Westwood Management Corp. (WMC) is a registered independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Michael Perlow in 1976. WMC provides investment advice to high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations and other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The University of Texas at Dallas | College/University | Masters Business Admin Masters Business Admin | |
| Colby College | College/University | Undergraduate Degree Undergraduate Degree | |
| CITIGROUP INC. | Major Banks | Private Equity Analyst Private Equity Analyst | |
BP Capital Fund Advisors LLC
 BP Capital Fund Advisors LLC Investment ManagersFinance BP Capital Fund Advisors LLC (BPFCA) is an independent registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 to provide discretionary and non-discretionary portfolio management and investment advisory services to registered investment vehicles and separately managed accounts. | Investment Managers | Investment Committee Member Investment Committee Member | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Blue Sage Capital LLC
 Blue Sage Capital LLC Investment ManagersFinance Blue Sage Service LP (Blue Sage Capital) is a venture capital firm founded in 2003 by Peter Huff and Jim McBride. The firm is headquartered in Austin. Texas. | Investment Managers | Private Equity Investor President | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin | |
Cushing Asset Management LP
 Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Analyst-Equity Analyst-Equity | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
Thrivent Asset Management LLC
 Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indian Institute of Technology Bombay | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas School of Law | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
Natural Gas Partners LLC
 Natural Gas Partners LLC Investment ManagersFinance Natural Gas Partners LLC (NGP) is a private equity firm, a subsidiary of NGP Energy Capital Management, LLC founded in 1988 by David Russell Albin and Kenneth Alfredo Hersh. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Westwood Trust Co.
 Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Trinity University | College/University | Undergraduate Degree Undergraduate Degree | |
Penntex Midstream GP, LLC
 Penntex Midstream GP, LLC Financial ConglomeratesFinance Part of Energy Transfer LP, Penntex Midstream GP, LLC is a company that provides investment services. The company is based in Houston, TX. | Financial Conglomerates | Director/Board Member | |
American Capital Group, Inc. (California)
 American Capital Group, Inc. (California) Financial ConglomeratesFinance American Capital Group Inc. operates as private equity firm. It offers application-only programs, mid-ticket financing, fasttrack program, flex-pay structures, start-up programs and master lease programs services. The company is headquartered in Laguna Hills, CA. | Financial Conglomerates | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Israele | 2 |
| India | 2 |
| Canada | 2 |
Settori
| Finance | 30 |
| Consumer Services | 18 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Posizioni
| Corporate Officer/Principal | 127 |
| Undergraduate Degree | 98 |
| Analyst-Equity | 83 |
| Portfolio Manager-Equities | 62 |
| Director/Board Member | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Greg Reid | 13 |
| Mark Freeman | 13 |
| Brian Casey | 13 |
| Kimberly K. Shipman | 10 |
| Cameron J. Dunn | 10 |
| Justin Bernard Smith | 10 |
| Sam F. Stoutner | 9 |
| William C. Powers | 9 |
| Lauren Cassidy Hill | 9 |
| Michael Clement | 9 |
| Ted Gardner | 9 |
| John D. Vandermosten | 9 |
| Parag Sanghani | 8 |
| Nancy E. Price | 8 |
| Susan Schmidt | 8 |
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