Ryan Hepburn
Analyst-Equity presso Wilbanks, Smith & Thomas Asset Management LLC
Provenienza dei contatti di primo grado di Ryan Hepburn
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
 Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.
21
| Subsidiary | Investment Managers | 21 |
Roanoke College
3
| College/University | Other Consumer Services | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ryan Hepburn tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Godsey & Gibb, Inc.
 Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Investment Managers | Director of Research - Equity | |
Cantor Fitzgerald & Co.
 Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal | |
| AMBIT BIOSCIENCES CORP | Pharmaceuticals: Major | Director/Board Member | |
Technology Business Research, Inc.
 Technology Business Research, Inc. Investment ManagersFinance Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis. | Investment Managers | Analyst-Equity | |
Thompson, Siegel & Walmsley LLC
 Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Portfolio Manager-Equities | |
| CAREFUSION CORPORATION | Medical Distributors | Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree Masters Business Admin | |
Mallinckrodt Medical, Inc.
 Mallinckrodt Medical, Inc. Medical SpecialtiesHealth Technology Mallinckrodt Medical, Inc. manufactures and markets healthcare products. Its products include contrast media & delivery systems, radiology imaging products, radiopharmaceuticals and urology imaging systems. The company is headquartered in Pointe-Claire, Canada. | Medical Specialties | Corporate Officer/Principal | |
| Old Dominion University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| James Madison University | College/University | Undergraduate Degree | |
| Longwood University | College/University | Undergraduate Degree | |
| Furman University | College/University | Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree | |
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Investment Managers | Director of Research - Equity | |
| St. Mary's University | College/University | Undergraduate Degree | |
Ernst & Young Capital Advisors LLC
 Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Clark University | College/University | Undergraduate Degree | |
| University of Toronto | College/University | Graduate Degree | |
Children's Hospital of the King's Daughters
 Children's Hospital of the King's Daughters Hospital/Nursing ManagementHealth Services Children's Hospital of the King's Daughters (CHKD) is a full-service pediatric hospital located in Norfolk, VA. The non-profit company provides medical care to children from birth to age 21, and their pediatric urgent care centers are the only walk-in clinics in the area that solely treat children. CHKD prioritizes the health and wellness of every child they treat, from outpatient procedures to major surgeries. The CEO of the company is James D. Dahling. | Hospital/Nursing Management | Corporate Officer/Principal | |
| DELL TECHNOLOGIES INC. | Computer Processing Hardware | Corporate Officer/Principal | |
Virginia Capital Strategies, Inc.
 Virginia Capital Strategies, Inc. Investment ManagersFinance Part of Clearstead Advisors, LLC, Virginia Capital Strategies, Inc. is a company that provides investment advisory services. The company is based in Roanoke, VA. Virginia Capital Strategies was acquired by Wilbanks, Smith & Thomas Asset Management LLC, part of Clearstead Advisors, LLC from April 01, 2024 on January 31, 2020. | Investment Managers | President | |
| Questrom School of Business | College/University | Undergraduate Degree | |
| Villanova University | College/University | Graduate Degree | |
| University of Richmond | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Undergraduate Degree | |
| Old Dominion University Educational Foundation | Financial Conglomerates | Corporate Officer/Principal | |
Virginia Arts Festival
 Virginia Arts Festival Movies/EntertainmentConsumer Services Virginia Arts Festival presents arts which serves southeastern Virginia. | Movies/Entertainment | Director/Board Member | |
| Auburn University | College/University | Undergraduate Degree | |
Technology Alliance
 Technology Alliance Miscellaneous Commercial ServicesCommercial Services Technology Alliance supports and promotes technology-based businesses and research institutions. It organizes programs, events, data analysis, and policy activities for education, research, and entrepreneurship technology advancement. The company was founded by William H. Gates Sr. in 1996 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Director/Board Member | |
| Virginia Polytechnic Institute & State University | College/University | Masters Business Admin | |
| Washington Biotechnology & Biomedical Association | Chairman | ||
Arzeda Corp.
 Arzeda Corp. BiotechnologyHealth Technology Arzeda Corp. operates as a synthetic biology company. It works thru agriculture, functionalized sweeteners and ingredients, chemicals and materials, and pharmaceuticals and diagnostics. The company was founded by Eric Althoff, David Baker, Daniela Grabs-R?thlisberger, Michael A. Martino and Alexandre Zanghellini in 2008 and is headquartered in Seattle, WA. | Biotechnology | Founder | |
| AMPIO PHARMACEUTICALS, INC. | Pharmaceuticals: Major | Chief Executive Officer | |
Excision BioTherapeutics, Inc.
 Excision BioTherapeutics, Inc. Miscellaneous Commercial ServicesCommercial Services Excision BioTherapeutics, Inc. develops gene editing therapeutics for the treatment of life-threatening disease caused by viral infections. The firm focuses on Human Immunodeficiency Virus -1 therapeutics, JC Virus and Progressive Multifocal Leukoencephalopathy, Hepatitis B virus therapeutics, and CRISPR vaccinations?. The company was founded by David Rowe, Kamel Khalili, Thomas Malcolm, and Rob Simmons in 2015 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| Campbell University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Canada | 3 |
Settori
| Consumer Services | 19 |
| Finance | 17 |
| Health Technology | 7 |
| Commercial Services | 3 |
| Distribution Services | 2 |
Posizioni
| Undergraduate Degree | 21 |
| Portfolio Manager-Equities | 17 |
| Corporate Officer/Principal | 16 |
| Investment Committee Member | 14 |
| Analyst-Equity | 14 |
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