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Sam Swift
Amministratore Delegato presso TCI Wealth Advisors, Inc.
Provenienza dei contatti di primo grado di Sam Swift
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Arizona
106
| College/University | Other Consumer Services | 106 |
TCI Wealth Advisors, Inc.
![]() TCI Wealth Advisors, Inc. Investment ManagersFinance TCI Wealth Advisors, Inc. (TCI) is an independent, SEC-registered investment advisor headquartered in Tucson, Arizona. Formerly known as The Conservative Investor, the firm was founded in 1990 by Robert Swift, Jr. TCI provides investment advisory services to individuals, high net-worth individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sam Swift tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
UNS ENERGY CORP | Electric Utilities | Corporate Secretary | |
STAR BUFFET, INC. | Restaurants | Director/Board Member | |
L. Roy Papp & Associates LLP
![]() L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Investment Managers | Portfolio Manager-Equities | |
Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
Trinity Capital Investment LLC
![]() Trinity Capital Investment LLC Investment ManagersFinance Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
NumberFire, Inc.
![]() NumberFire, Inc. Internet Software/ServicesTechnology Services NumberFire, Inc. operates as a sports analytics platform. It platform applies quantitative analysis and statistical reasoning to the world of fantasy football. The firm enables users to browse around for players, read the forums for advice and take the daily poll. The company was founded by Nik Bonaddio in September 2010 and is headquartered in New York, NY. | Internet Software/Services | Chief Operating Officer | |
Picmonic LLC
![]() Picmonic LLC Major TelecommunicationsCommunications Picmonic, Inc. engages in the provision of medical learning system. It offers resource portals including nurse practitioner, pre-health, pharmacy, and paramedic. The company was founded by Ron Robertson, Adeel Yang, and Ken Robertson in 2011 and is headquartered in Phoenix, AZ. | Major Telecommunications | Founder | |
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 Analyst-Equity | |
Stanford University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
Imperial College London | College/University | Graduate Degree Graduate Degree | |
D.B. Fitzpatrick & Co., Inc.
![]() D.B. Fitzpatrick & Co., Inc. Investment ManagersFinance D.B. Fitzpatrick & Co., Inc. (DB Fitzpatrick) is an independent registered investment advisor headquartered in Boise, Idaho. The firm was founded by Dennis Fitzpatrick in 1984. DB Fitzpatrick provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities. | Investment Managers | Portfolio Manager-Fixed Income | |
Arizona Coyotes
![]() Arizona Coyotes Movies/EntertainmentConsumer Services Arizona Coyotes operates a professional hockey franchise. The company is a member of the Pacific Division of the Western Conference of the National Hockey League (NHL). The company also markets sports merchandise, tickets and collectable hockey game items. Arizona Coyotes was founded 1972 and is headquartered in Glendale, AZ. | Movies/Entertainment | Director/Board Member | |
Macquarie Capital (USA), Inc.
![]() Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Market Strategist | |
Arizona State University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Brigham Young University | College/University | Masters Business Admin | |
Tufts University | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Graduate Degree | |
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 | |
University of South Florida | College/University | Corporate Officer/Principal Undergraduate Degree | |
Office of the Comptroller of the Currency
![]() Office of the Comptroller of the Currency General GovernmentGovernment Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC. | General Government | Corporate Officer/Principal | |
Fudan University | College/University | Undergraduate Degree Graduate Degree | |
University of Arizona College of Medicine | College/University | Doctorate Degree Doctorate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Fixed Income Market Strategist | |
US Air Force | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Medumo, Inc.
![]() Medumo, Inc. Packaged SoftwareTechnology Services Medumo, Inc. develops and operates a software platform for patient appointment services. It also provides email and SMS to deliver instructions to patients, on behalf of its hospital customers. The company was founded by Omar Badri, Jacob Cohen, Adeel Yang, Naseer Al-Sulaihim, and Robert Stavert in 2013 and is headquartered in Boston, MA. | Packaged Software | Chief Executive Officer | |
Pioneer Fund/NY/
![]() Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Safe Shepherd LLC
![]() Safe Shepherd LLC Packaged SoftwareTechnology Services Safe Shepherd LLC develops software that helps users to remove their information from the websites. The firm provides real-time alerts when consumer's personal information appears on the Internet and automates the process of removing it. The company was founded by Robert S. Leshner and Geofferson Hayes in October 2011 and is headquartered in San Francisco, CA. | Packaged Software | Chairman | |
Magic Fund
![]() Magic Fund Investment ManagersFinance Magic Fund (Magic Fund) is a venture capital firm founded in 2017 by Matt Greenleaf, Adegoke Olubusi and Temi Marcella Awogboro. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
Octopus Capital Ltd.
![]() Octopus Capital Ltd. Financial ConglomeratesFinance Octopus Capital Ltd. engages as an investment firm. It invests in renewable energy, healthcare, and property sectors. The company was founded by Simon Andrew Rogerson and Christopher Robert Hulatt in 2000 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Private Equity Investor | |
Sitrin Capital Management LLC
![]() Sitrin Capital Management LLC Investment ManagersFinance Sitrin Capital Management LLC (SCM) is an independent registered investment advisor headquartered in Century City, California. The firm was founded in 2012 by Marcus Sitrin, Efren Bolisay and Ryan Sitrin. SCM provides investment advisory services to individuals; high-net worth individuals; trusts, estates or charitable organizations; pension and profit sharing plans; and corporations, LLCs and/or other business types. | Investment Managers | Founder | |
Dryvebox, Inc.
![]() Dryvebox, Inc. Movies/EntertainmentConsumer Services Dryvebox, Inc. is a mobile golf simulator company that was founded in 2020 with a mission to cultivate golf everywhere. Dryvebox currently operates corporate units across the US and is expanding its presence through a franchise program. The company is based in San Francisco, CA. The company offers high-end, patented mobile golf units ("boxes") that are weatherproof, climate-controlled, and solar-powered, and are integrated with trackman simulators. These boxes are used for coaching, personal practice, and play, and can serve events ranging from intimate parties to 100,000 person events. The company was founded by Adeel Yang, Jake Hutt, and Mike Leong, and Adeel Yang has been the CEO since incorporation. | Movies/Entertainment | Chief Executive Officer | |
UCLA Anderson School of Management | College/University | Masters Business Admin | |
Rice Park Capital Management LP
![]() Rice Park Capital Management LP Investment ManagersFinance Rice Park Capital Management LP (Rice Park Capital Management) is a venture capital subsidiary of Rice Park Capital Management LLC, founded in 2018 by Nick Smith. The firm is headquartered in Plymouth, Minnesota. | Investment Managers | Consultant / Advisor | |
Qatar Mining Co.
![]() Qatar Mining Co. Other Metals/MineralsNon-Energy Minerals Qatar Mining Co. engages in mining and exploration services. It serves mining and metals sector. The company was founded in 2010 and is headquartered in Qatar. | Other Metals/Minerals | Director/Board Member | |
Nebras Power QSC
![]() Nebras Power QSC Financial ConglomeratesFinance Nebras Power QSC provides power generation services. It offers LNG handling facilities, water treatment plants and fuel sourcing and supply ventures. The company was founded in 2014 and is headquartered in Doha, Qatar. | Financial Conglomerates | Director/Board Member | |
Oaktree Capital Management LP (Real Estate)
![]() Oaktree Capital Management LP (Real Estate) Investment ManagersFinance GV Management Co. LLC is a Venture Capital firm, a subsidiary of Google LLC founded in 2009. GV Management Co. LLC is headquartered in Los Angeles with additional offices in Sydney, Seocho-gu and London. | Investment Managers | Private Equity Investor | |
Research Corporation Technologies, Inc.
![]() Research Corporation Technologies, Inc. Financial ConglomeratesFinance Research Corporation Technologies, Inc. provides investment related services. It operates as technology development company that typically invests in new technology platforms in life sciences, healthcare technology, biomedical, preclinical and clinical-stage therapeutics, devices, drugs, and diagnostics, medical devices, and biotech tools for gene expression and protein production with medical devices. The company was founded in 1987 and is headquartered in Tucson, AZ. | Financial Conglomerates | Private Equity Analyst | |
Oaktree Capital Management LP
![]() Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
SportsGrid, Inc.
![]() SportsGrid, Inc. Internet Software/ServicesTechnology Services SportsGrid, Inc. provides sports services. It offers audio and video sports wagering network. The company was founded by Jeremy Stein and Louis M. Maione and is headquartered in Brooklyn, NY. | Internet Software/Services | Chief Operating Officer | |
Schryver Medical Sales & Marketing LLC
![]() Schryver Medical Sales & Marketing LLC Medical SpecialtiesHealth Technology Schryver Medical Sales & Marketing LLC was engaged in the provision of phlebotomy, laboratory and imaging services to post-acute and long-term care patients. It offered laboratory process, laboratory tour, imaging systems, medical, and lab outreach services. The company was founded by Mark Schryver in 1993 and was headquartered in Denver, CO. | Medical Specialties | Sales & Marketing | |
University of Pune | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 38 |
Regno Unito | 3 |
Qatar | 3 |
Cina | 2 |
India | 2 |
Settori
Finance | 18 |
Consumer Services | 17 |
Technology Services | 5 |
Government | 3 |
Utilities | 2 |
Posizioni
Corporate Officer/Principal | 108 |
Undergraduate Degree | 89 |
Director/Board Member | 69 |
Graduate Degree | 35 |
Private Equity Investor | 35 |
Contatti più connessi
Insiders | |
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Richard Carmona | 26 |
Ray Garcia | 12 |
Patrick Horsman | 11 |
Aasim Saied | 10 |
Shi Hao Wang | 10 |
Erik Huberman | 10 |
William S. Dalton | 9 |
Kiyohiro Kawayanagi | 9 |
Andrew Byrnes | 9 |
Eric Jensen | 8 |
Adeel Yang | 8 |
Thayer Kristin | 7 |
David A. Wiersma | 7 |
Jeremy Dee Witbeck | 7 |
Joshua Rosenthal | 6 |
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