Pat Beaird
Fondatore presso Beaird Harris Wealth Management LLC
Provenienza dei contatti di primo grado di Pat Beaird
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Texas A&M University
321
| College/University | Other Consumer Services | 321 |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.
10
| Subsidiary | Investment Managers | 10 |
Beaird Harris Wealth Management LLC
 Beaird Harris Wealth Management LLC Investment ManagersFinance Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Pat Beaird tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Dell, Inc.
 Dell, Inc. Computer Processing HardwareElectronic Technology Dell, Inc. engages in the manufacture of electronic devices. Its products include laptops, desktops, tablets, thin clients, printers, monitors, software, workstations and accessories. The company was founded by Michael Saul Dell on February 1, 1984 and is headquartered in Round Rock, TX. | Computer Processing Hardware | Sales & Marketing | |
| HALLIBURTON COMPANY | Oilfield Services/Equipment | Corporate Officer/Principal Corporate Officer/Principal | |
| PTC INC. | Packaged Software | Sales & Marketing | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-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 | Portfolio Manager-Equities | |
MessageOne, Inc.
 MessageOne, Inc. Packaged SoftwareTechnology Services MessageOne, Inc. provides disaster recovery and crisis communication solutions. Its email management service provides comprehensive email archiving, storage management and e-discovery with the total continuity and recovery only available from a managed service. The company was founded by Adam R. Dell and Satin H. Mirchandani in 1998 and is headquartered in Austin, TX. | Packaged Software | Corporate Officer/Principal | |
Zilliant, Inc.
 Zilliant, Inc. Packaged SoftwareTechnology Services Zilliant, Inc. provides strategic software solutions. Its applications are built on its optimization platform that provides insights on pricing and sales that grow the top and bottom lines. The firm provides services to distribution, manufacturing, equipment rental and private equity sectors. The company was founded by Peter Zandan and Deborah Vollmer Dahlke in 1999 and is headquartered in Austin, TX. | Packaged Software | Sales & Marketing | |
| MATADOR RESOURCES COMPANY | Integrated Oil | Director of Finance/CFO | |
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Investment Managers | Corporate Officer/Principal | |
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 | President | |
| SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| WATFORD HOLDINGS LTD. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
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 | Masters Business Admin Graduate Degree Masters Business Admin | |
| ENGLOBAL CORPORATION | Oilfield Services/Equipment | Director/Board Member | |
Kelso & Co. LP
 Kelso & Co. LP Investment ManagersFinance Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US. | Investment Managers | Chief Executive Officer Private Equity Investor | |
| Rice University | College/University | Masters Business Admin Masters Business Admin | |
Planview, Inc.
 Planview, Inc. Packaged SoftwareTechnology Services Planview, Inc. provides enterprise application software solutions. Its products include Planview Enterprise One, Planview PPM Pro, Planview Projectplace and Planview LeanKit. The firm also offers solutions like strategic planning, portfolio and resource management includes it project portfolio management (IT PPM), product portfolio management, enterprise architecture, lean and agile delivery and collaborative work management. The company was founded by Patrick Durbin in 1989 and is headquartered in Austin, TX. | Packaged Software | Sales & Marketing | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Doctorate Degree Undergraduate Degree | |
| University of North Texas | College/University | Masters Business Admin Undergraduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree Corporate Officer/Principal | |
| Southern Gas Association | Corporate Officer/Principal | ||
Salient Capital Management LLC
 Salient Capital Management LLC Miscellaneous Commercial ServicesCommercial Services Salient Capital Management LLC provides asset and wealth management services. It offers services to high net worth and affluent individuals and smaller institutions including financial and estate planning, trusts and custody services. The company was founded on May 28, 2003 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | President | |
Society of Petroleum Engineers, Inc.
 Society of Petroleum Engineers, Inc. Engineering & ConstructionIndustrial Services Society of Petroleum Engineers, Inc. provides petroleum engineering services. The non-profit company is based in Allen, TX and has subsidiaries in United States, India and Canada. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Texas Society of Certified Public Accountants | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | ||
American Society of Mechanical Engineers
 American Society of Mechanical Engineers Miscellaneous Commercial ServicesCommercial Services American Society of Mechanical Engineers operates non-profit professional organization that enables collaboration, knowledge sharing and skill development for engineering community. The company was founded in 1880 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Energy Transfer Partners LLC
 Energy Transfer Partners LLC Gas DistributorsUtilities Energy Transfer Partners LLC provides distribution of natural gas. The company is headquartered in Dallas, TX. | Gas Distributors | Chief Operating Officer | |
Rosetta Resources Operating LP
 Rosetta Resources Operating LP Gas DistributorsUtilities Part of Chevron Corp., Rosetta Resources Operating LP sells natural gas. The company is based in Houston, TX. | Gas Distributors | Corporate Officer/Principal | |
PeopleAdmin LLC
 PeopleAdmin LLC Packaged SoftwareTechnology Services PeopleAdmin LLC provides cloud-based talent management solutions for education and government. It offers recruit and hire solutions, onboard and manage solutions, and develop and retain solutions. The company was founded by Jeff Carpenter and Jackson W. Long in 2000 and is headquartered in Austin, TX. | Packaged Software | Corporate Officer/Principal | |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
| Society of Independent Professional Earth Scientists | Corporate Officer/Principal | ||
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
Howard Midstream Energy Partners LLC
 Howard Midstream Energy Partners LLC Oil & Gas PipelinesIndustrial Services Howard Midstream Energy Partners LLC owns and operates natural gas pipelines. The firm also offers gathering, treating and compression, processing, marketing, stabilization, and rail, terminals, and storage services. The company was founded by Brad Bynum and J. Michael Howard in 2011 and is headquartered in San Antonio, TX. | Oil & Gas Pipelines | Chief Operating Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Premia Holdings Ltd.
 Premia Holdings Ltd. Insurance Brokers/ServicesFinance Premia Holdings Ltd. provides insurance and reinsurance services. The firm offers sourcing, structuring, and servicing run-off business. It manages acquisitions and reinsurance transactions in the global P and C run-off market. The company was founded in 2017 and is headquartered in Hamilton, Bermuda. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
Resolute Investment Holdings LLC
 Resolute Investment Holdings LLC Financial ConglomeratesFinance Resolute Investment Holdings LLC engages in the provision of investment services. The company is headquartered in Irving, TX. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Steward Partners Global Advisory LLC
 Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Watchtower Topco LLC
 Watchtower Topco LLC Financial ConglomeratesFinance Watchtower Topco LLC provides investment services. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Kelso Breathe Investor LP
 Kelso Breathe Investor LP Financial ConglomeratesFinance Part of Kelso & Cos., Inc., Kelso Breathe Investor LP operates as a private equity fund. The company is based in New York, NY. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Young President Organization (Austin) | Corporate Officer/Principal | ||
Goldman Sachs & Co. LLC (Private Banking)
 Goldman Sachs & Co. LLC (Private Banking) Investment ManagersFinance Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Bermuda | 3 |
Settori
| Finance | 16 |
| Technology Services | 8 |
| Consumer Services | 7 |
| Commercial Services | 5 |
| Industrial Services | 5 |
Posizioni
| Corporate Officer/Principal | 194 |
| Director/Board Member | 173 |
| Undergraduate Degree | 100 |
| President | 51 |
| Chief Executive Officer | 40 |
Contatti più connessi
| Insiders | |
|---|---|
| Eli Jones | 38 |
| Christopher Collins | 23 |
| Ellen Keszler | 21 |
| R. Taylor | 14 |
| James Craddock | 14 |
| Bud Peterson | 13 |
| Greg Reid | 13 |
| Richard D. Moncrief | 12 |
| David J. Illingworth | 12 |
| Richard R. Lonquist | 12 |
| Blaise Bender | 12 |
| Gary Allison | 12 |
| Kirk H. Milling | 12 |
| Randall Hale | 11 |
| Bob Nordgren | 11 |
- Borsa valori
- Insiders
- Pat Beaird
- Connessioni Società
