Ormand Aelio Bontempo
Amministratore Delegato presso Bontempo Ohly Capital Management LLC
Provenienza dei contatti di primo grado di Ormand Aelio Bontempo
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.
155
| Extinct | Investment Banks/Brokers | 155 |
The Catholic University of America
39
| College/University | Other Consumer Services | 39 |
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks.
7
| Subsidiary | Investment Managers | 7 |
Bontempo Ohly Capital Management LLC
 Bontempo Ohly Capital Management LLC Investment ManagersFinance Bontempo Ohly Capital Management LLC (BOCM) is an independent registered investment advisory and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Ormand Bontempo and John Ohly in 2004. BOCM provides investment advice to high net-worth individuals and families, trusts, estates, and pension and profit-sharing plans.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ormand Aelio Bontempo tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate 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 | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree Corporate Officer/Principal Graduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Director of Research - Equity Analyst-Equity Analyst-Equity | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Doctorate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
BB&T Securities LLC (Broker)
 BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income | |
| The College of William & Mary | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree | |
Shields Health Solutions Holdings LLC
 Shields Health Solutions Holdings LLC Medical/Nursing ServicesHealth Services Shields Health Solutions Holdings LLC provides healthcare solutions. The firm offers patient liaisons, data analytics, payor contracting, and operational support services. The company was founded by Jack Shields in 2012 and is headquartered in Stoughton, MA. | Medical/Nursing Services | Director/Board Member Founder | |
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 | Analyst-Equity Analyst-Equity | |
Central Mass Health LLC
 Central Mass Health LLC Life/Health InsuranceFinance Central Mass Health LLC provides information, tools, and resources for Mass Advantage providers, including claim review forms, waivers, and authorization forms. The company is based in Worcester, MA. The company is committed to building an equitable, inclusive, and diverse team that offers affordable Medicare Advantage plans to the Central Massachusetts community. Mass Advantage also offers sales and enrollment documents, forms, and resources for brokers. | Life/Health Insurance | Founder Founder | |
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 | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Masters Business Admin | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 | |
| Yale University | College/University | Masters Business Admin Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin Masters Business Admin | |
| University of Georgia | College/University | Undergraduate Degree Graduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree Graduate Degree | |
Watermark Advisors LLC
 Watermark Advisors LLC Investment ManagersFinance Watermark Advisors LLC provides financial advisory services. It also provides valuation, strategic and financial modeling, industry research and analysis, merger and acquisition advisory and private debt and equity financial services. The company is headquartered in Greenville, SC. | Investment Managers | Founder Founder | |
| Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree | |
The District of Columbia Bar
 The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Barings LLC
 Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Director/Board Member Portfolio Manager-Fixed Income | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
Allied Capital Corp.
 Allied Capital Corp. Investment ManagersFinance Allied Capital Corp, a business development company, invests in private middle market companies located in the US. The fund target companies across a broad range of sectors with an EBITDA of $5 - $150 million. It provides debt and equity financing for buyout transactions and also makes minority equity co-investments. It also invests in private equity and debt funds. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
SPP Management Services LLC
 SPP Management Services LLC Investment ManagersFinance SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Analyst | |
Wells Fargo Securities, Inc.
 Wells Fargo Securities, Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Power Curbers, Inc.
 Power Curbers, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Power Curbers, Inc. manufactures equipment for both extruding and slipforming concrete curbs. It provides machinery for slip forming concrete curb and gutters, bridge parapets, monolithic curbs, sidewalks, irrigation ditches, and roller compacted concrete dams. The company was founded in 1953 by John Henderson and E. L. Hardin and is headquartered in Salisbury, NC | Trucks/Construction/Farm Machinery | Director/Board Member | |
ZOE Baby Products LLC
 ZOE Baby Products LLC Apparel/Footwear RetailRetail Trade ZOE Baby Products LLC engages in the online sale of baby products. It specializes in the production of baby strollers. The company was founded by Rob Conley in 2015 and is headquartered in Charlotte, NC. | Apparel/Footwear Retail | Consultant / Advisor | |
Clayton Associates Holdings LLC
 Clayton Associates Holdings LLC Investment ManagersFinance Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Consultant / Advisor | |
QFI, Inc.
 QFI, Inc. Information Technology ServicesTechnology Services QFI, Inc. provides cloud-based solutions for supply chain management. The firm offers services such as pay vendors later, reward vendors, gain rebates, and plug in a strategic solution. The company was founded by Noam Mani and Dror Polak and is headquartered in Charlotte, NC. | Information Technology Services | Consultant / Advisor | |
Start100 Capital Management LLC
 Start100 Capital Management LLC Investment ManagersFinance Start100 Capital Management LLC (Start100) is a venture capital firm founded in 2017 by Tom Ryan. Start100 is headquartered in Charlotte, North Carolina. | Investment Managers | Consultant / Advisor | |
Enventys Partners LLC
 Enventys Partners LLC Miscellaneous Commercial ServicesCommercial Services Enventys Partners LLC operates as a full-service product development firm and marketing agency. It specializes in product development, sourcing, product design, marketing, and crowdfunding. The company was founded in 2017 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Canada | 2 |
Settori
| Finance | 24 |
| Consumer Services | 20 |
| Commercial Services | 4 |
| Producer Manufacturing | 3 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 187 |
| Director/Board Member | 95 |
| Undergraduate Degree | 83 |
| Analyst-Equity | 75 |
| Graduate Degree | 34 |
Contatti più connessi
| Insiders | |
|---|---|
| Benjamin Duster | 37 |
| Thomas Scully | 26 |
| Trevor D'Souza | 18 |
| Jeffrey Cherry | 14 |
| Brian Jones | 14 |
| Joel I. Ferguson | 14 |
| Matthew Lindberg | 13 |
| Sam Pearlstein | 12 |
| Michael Jones | 11 |
| Richard A. Church | 11 |
| Kenneth Gacevich | 11 |
| Thomas Lauer | 11 |
| Kelly Driscoll | 10 |
| Jack Shields | 10 |
| Jeff Schollaert | 9 |
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