Ronald Joe
Gestore di Portafoglio-Azioni presso Frost Investment Advisors LLC
Provenienza dei contatti di primo grado di Ronald Joe
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Frost Investment Advisors LLC
 Frost Investment Advisors LLC Investment ManagersFinance Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.
37
| Subsidiary | Investment Managers | 37 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ronald Joe tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
| Trinity University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
USAA Investment Services Co.
 USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Corporate Officer/Principal Analyst-Equity | |
Capital Institutional Services, Inc.
 Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Institutional Sales | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Corporate Officer/Principal | |
Frontenac Co. LLC
 Frontenac Co. LLC Investment ManagersFinance Frontenac Co. LLC (Frontenac) is a private equity firm founded in 1971. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
| Rice University | College/University | Undergraduate Degree Undergraduate Degree | |
Broadway National Bank (Texas)
 Broadway National Bank (Texas) Major BanksFinance Part of Broadway Bancshares, Inc., Broadway National Bank (Texas) is a nationally chartered commercial bank. The company is based in San Antonio, TX. David Bohne has been the CEO of the company since 2016. Broadway National Bank (Texas was acquired by BostonFed Bancorp, Inc. on May 14, 2003. | Major Banks | Corporate Officer/Principal | |
| ARAMCO | Integrated Oil | Corporate Officer/Principal | |
Angeles Investment Advisors LLC
 Angeles Investment Advisors LLC Investment ManagersFinance Angeles Investment Advisors LLC (Angeles) is an independent multi-asset investment firm headquartered in Santa Monica, California. The firm was founded in 2001 by Leslie Kautz, Michael Rosen and Howard Perlow. Angeles builds customized portfolios for institutional and private wealth investors. | Investment Managers | Corporate Officer/Principal | |
| Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
| Creighton University | College/University | Graduate Degree | |
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 | Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin | |
| Texas State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
| St. Edward's University | College/University | Undergraduate Degree | |
| St. Mary's University | College/University | Masters Business Admin | |
| University of the Incarnate Word | College/University | Masters Business Admin | |
| University of Vermont | College/University | Undergraduate Degree | |
| Saint Mary's University | College/University | Graduate Degree Masters Business Admin | |
THL Credit Group LP
 THL Credit Group LP Investment ManagersFinance THL Credit Group LP (THL Credit) is a private equity subsidiary of Thomas H. Lee Partners LP founded in 2007. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Silvant Capital Management LLC
 Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. | Investment Managers | Portfolio Manager-Equities | |
AIG Global Investment Group, Inc.
 AIG Global Investment Group, Inc. Investment ManagersFinance Part of American International Group, Inc., AIG Global Investment Group, Inc. provides investment advisory services. The company is based in New York, NY. The CEO of the company is Win Jay Neuger. | Investment Managers | Corporate Officer/Principal | |
| McCombs School of Business | College/University | Masters Business Admin | |
| Texas A&M University-Kingsville | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| Robins E. Claiborne School of Business | College/University | Undergraduate Degree | |
| PRINCIPAL SOLAR, INC. | Electric Utilities | Chief Operating Officer | |
Wells Fargo Private Client Services
 Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Investment Managers | Market Strategist |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Arabia Saudita | 2 |
| Canada | 2 |
Settori
| Consumer Services | 26 |
| Finance | 21 |
| Energy Minerals | 2 |
| Utilities | 2 |
Posizioni
| Undergraduate Degree | 36 |
| Analyst-Equity | 26 |
| Portfolio Manager-Equities | 24 |
| Corporate Officer/Principal | 23 |
| Masters Business Admin | 13 |
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