Sloan Smith
Analyst-Equity presso Innovest Portfolio Solutions LLC
Provenienza dei contatti di primo grado di Sloan Smith
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Notre Dame
422
| College/University | Other Consumer Services | 422 |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families.
21
| Subsidiary | Investment Managers | 21 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sloan Smith tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
VERIZON COMMUNICATIONS | Wireless Telecommunications | Director/Board Member | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
ORACLE CORPORATION | Packaged Software | Director/Board Member | |
Intelligroup, Inc.
Intelligroup, Inc. Information Technology ServicesTechnology Services Intelligroup, Inc. is an enterprise applications systems integrator providing consulting, implementation, testing, application management, infrastructure management and other information technology services for global corporations. The company was founded in October 1987 and is headquartered in Princeton, NJ. | Information Technology Services | Private Equity Investor | |
Summit Partners LP
Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
JONES LANG LASALLE INCORPORATED | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
CastleArk Management LLC
CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
ACCENTURE PLC | Information Technology Services | Corporate Officer/Principal Private Equity Investor | |
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 | |
University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
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 Corporate Officer/Principal | |
Walton Street Capital LLC
Walton Street Capital LLC Investment ManagersFinance Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor Sales & Marketing | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Valores Corporativos Softtek SA de CV
Valores Corporativos Softtek SA de CV Packaged SoftwareTechnology Services Valores Corporativos Softtek SA de CV provides software development and support services. Its service portfolio includes agile development , financial crime prevention, global delivery, governance, risk, compliance, information technology transformation consulting, mergers and acquisitions information technology integration, payment card industry compliance management, global procurement as a service, and systems, applications, products management. The company was founded in December, 1982 and is headquartered in Monterrey, Mexico. | Packaged Software | Private Equity Investor | |
Franklin Park Associates LLC
Franklin Park Associates LLC Investment ManagersFinance Franklin Park Associates LLC (Franklin Park) is a venture capital and private equity firm founded in 2003 by Bradley T Atkins, Michael D Bacine, Narayan R Chowdhury, Karl J. Hartmann & James B. McGovern. The firm is headquartered in Philadelphia with an additional office in Dublin, Ireland. | Investment Managers | Private Equity Analyst | |
Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Regis University | College/University | Undergraduate Degree | |
Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree | |
University of Northern Colorado | College/University | Undergraduate Degree | |
University of Denver | College/University | Masters Business Admin Graduate Degree | |
Window To The World Communications, Inc.
Window To The World Communications, Inc. BroadcastingConsumer Services Window To The World Communications, Inc. operates and manages TV broadcasting stations. It broadcasts arts, children's current events, humanities, and science programmes through its Chicago television station and radio station. The company's focuses on cultural and educational topics. It was founded in 1955 by Edward Ryerson and is headquartered in Chicago, IL. | Broadcasting | Director/Board Member | |
Madison Dearborn Partners LLC
Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Analyst | |
The Federal City Council
The Federal City Council Miscellaneous Commercial ServicesCommercial Services The Federal City Council operates a membership-based organization that aims to advance civic life. The non-profit company is based in Washington. Anthony A. Williams has been the CEO of the American company since 2012. | Miscellaneous Commercial Services | Director/Board Member | |
National Association of Corporate Directors (Virginia)
National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member | |
The Economic Club of Washington
The Economic Club of Washington Miscellaneous Commercial ServicesCommercial Services The Economic Club of Washington operates as a nonpartisan organization created to strengthen ties among the diverse and growing business community based in metropolitan Washington. The company was founded in 1986 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Corporate Officer/Principal Consultant / Advisor | |
Twin Bridge Capital Partners LLC
Twin Bridge Capital Partners LLC Investment ManagersFinance Twin Bridge Capital Partners LLC (Twin Bridge Capital Partners) is a private equity firm founded in 2005 by Debbie M. Ackerman and Brian P. Gallagher. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Hispanic Information Technology Executives Council | Founder | ||
Community Living Guelph-Wellington
Community Living Guelph-Wellington Services to the Health IndustryHealth Services Community Living Guelph-Wellington provides support and assistance to people who have an intellectual disability and reside. The company is headquartered in Guelph, Canada. | Services to the Health Industry | Director/Board Member | |
Valkre Solutions, Inc.
Valkre Solutions, Inc. Information Technology ServicesTechnology Services Valkre Solutions, Inc. provides systems integration services. | Information Technology Services | Director/Board Member | |
PWC Corp.
PWC Corp. Wholesale DistributorsDistribution Services PWC Corp. is a private company that wholesales steel water pipes and plumbing and heating equipment. The company is based in Santa Ana, CA. | Wholesale Distributors | Corporate Officer/Principal | |
National Museum of Mexican Art
National Museum of Mexican Art Other Consumer ServicesConsumer Services The National Museum of Mexican Art is a cultural institution founded in 1982 that showcases the richness of Mexican art and culture. The museum is based in Chicago, IL. Visitors can immerse themselves in the exhibits and experience the beauty of Mexican art. | Other Consumer Services | Director/Board Member | |
KIPP DC, Inc.
KIPP DC, Inc. Other Consumer ServicesConsumer Services KIPP DC operates as a non-profit organization that provides educational services. It is a network of college-preparatory, public charter schools educating elementary, middle, and high school students. The company was founded by Susan Schaeffler in 2001 and is headquartered in Washington, DC. | Other Consumer Services | Director/Board Member | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
IrishAngels, Inc.
IrishAngels, Inc. Investment ManagersFinance IrishAngels Inc (IrishAngels) is a venture capital subsidiary of Vitalize Venture Group founded in 2012 by Thomas Jordan Curnes, David Wieland and Gale Wilkinson. The firm is headquartered in Chicago, Illinois. | Investment Managers | Founder Director/Board Member Private Equity Investor | |
The Carlyle Group LP (Global Private Equity)
The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor Private Equity Investor | |
Mendoza College of Business | College/University | Graduate Degree Graduate Degree | |
MissionSquare Retirement (Investment Management)
MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement (Investment Management) (MissionSquare Retirement-IM) is the investment management division of MissionSquare Retirement, a mission-based, nonstock, nonprofit, financial services company headquartered in Washington, DC. Formerly known as International City Management Association Retirement, the firm was founded in 1972 to assist state and local governments and their agencies and instrumentalities in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. MissionSquare Retirement-IM offers non-discretionary investment advisory services to public employers who pre-fund their other post-employment benefits such as post-employment healthcare. | Investment Managers | Corporate Officer/Principal | |
United Way of National Capital Area | Director/Board Member | ||
Congressional Hispanic Leadership Institute | Director/Board Member | ||
Angeles Investors, Inc.
Angeles Investors, Inc. Investment ManagersFinance Angeles Investors, Inc. (Angeles Investors) is a venture capital firm founded in 2019 by Marcelo De Santis, David Olivencia, and Juan Carlos Gutierrez. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 44 |
Lussemburgo | 2 |
Irlanda | 2 |
Messico | 2 |
Canada | 2 |
Settori
Finance | 20 |
Consumer Services | 16 |
Technology Services | 6 |
Commercial Services | 4 |
Communications | 2 |
Posizioni
Undergraduate Degree | 97 |
Director/Board Member | 89 |
Corporate Officer/Principal | 88 |
Private Equity Investor | 58 |
Analyst-Equity | 39 |
Contatti più connessi
Insiders | |
---|---|
David Olivencia | 18 |
Matthew Puglisi | 15 |
Clare Richer | 14 |
Brendan Barrett | 14 |
Caroline Gash | 11 |
Gautam Shewakramani | 10 |
Michael L'Estrange | 10 |
Marty Rodgers | 10 |
Nate Bard | 10 |
Michael Francis Quinlan | 9 |
Robert Bernhard | 9 |
Nan Sun | 9 |
Laura Fox | 9 |
Guillermo Zambrano Gutiérre | 9 |
Timothy Lucey | 8 |
- Borsa valori
- Insiders
- Sloan Smith
- Connessioni Società