Provenienza dei contatti di primo grado di Steve Sears
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds.
26
| Extinct | Investment Managers | 26 |
United Bank, Inc.
 United Bank, Inc. Investment ManagersFinance United Bank, Inc. is an investment advisor headquartered in Parkersburg, West Virginia. On 02 November 2018, United Bankshares, Inc. (NASDAQ: UBSI) consolidated its two banking subsidiaries, merging United Bank, Inc. into United Bank (Vienna, Virginia) where the latter serves as the survivor. The firm manages customized investment solutions for individuals, families, institutions, and other entities.
8
| Extinct | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steve Sears tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Investment Committee Member Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Hazlett, Burt & Watson, Inc.
 Hazlett, Burt & Watson, Inc. Investment Banks/BrokersFinance Hazlett, Burt & Watson, Inc. (HBW) is a registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded in 1883 and is a subsidiary of HBW, Inc. HBW provides investment portfolio management strategies designed to meet the specific needs of families, individual investors and businesses. | Investment Banks/Brokers | Corporate Officer/Principal | |
Swift Run Capital Management LLC
 Swift Run Capital Management LLC Investment ManagersFinance Swift Run Capital Management LLC (SRCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Charlottesville, Virginia. The firm was founded in 2003 and is a subsidiary of SCRM Holdings LLC, ultimately owned by Mullen Familyco LLC. SRCM provides portfolio management services for “Qualified Clients” through separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
| Vanderbilt University | College/University | Graduate Degree | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal | |
| West Virginia University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| West Virginia Wesleyan College | College/University | Undergraduate Degree Undergraduate Degree | |
| Radford University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Graduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| Grove City College | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Masters Business Admin | |
| Rice University | College/University | Undergraduate Degree | |
| Mercer University | College/University | Masters Business Admin | |
| Barton College | College/University | Undergraduate Degree | |
Sabal Trust Co.
 Sabal Trust Co. Investment ManagersFinance Founded in 1995, Sabal Trust Co. is an independent wealth management firm offering investment management, trust and IRA services and estate settlement services. The firm is headquartered in St. Petersburg, Florida. | Investment Managers | Portfolio Manager-Equities | |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
| North Carolina State University | College/University | Undergraduate Degree | |
| East Carolina University | College/University | Masters Business Admin | |
| Appalachian State University | College/University | Undergraduate Degree | |
| University of Scranton | College/University | Undergraduate Degree | |
| University of Charleston | College/University | Masters Business Admin | |
| Stetson University | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree | |
| Cleveland State University | College/University | Masters Business Admin | |
| University of Wisconsin | College/University | Masters Business Admin | |
| Valdosta State University | College/University | Undergraduate Degree | |
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Investment Managers | Chief Investment Officer | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin | |
| Bowling Green State University | College/University | Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
Settori
| Consumer Services | 26 |
| Finance | 23 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 45 |
| Undergraduate Degree | 28 |
| Corporate Officer/Principal | 23 |
| Masters Business Admin | 11 |
| Portfolio Manager-Fixed Income | 9 |
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