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Tommy Lucas
Gestore di Portafoglio-Azioni presso Moisand Fitzgerald Tamayo LLC
Provenienza dei contatti di primo grado di Tommy Lucas
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
University of Central Florida
18
| College/University | Other Consumer Services | 18 |
Moisand Fitzgerald Tamayo LLC
![]() Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.
10
| Private Company | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tommy Lucas tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
COLLIERS INTERNATIONAL GROUP INC. | Investment Managers | Corporate Officer/Principal | |
THE JM SMUCKER COMPANY | Food: Specialty/Candy | Corporate Officer/Principal | |
Comvest Partners, Inc.
![]() Comvest Partners, Inc. Investment ManagersFinance Comvest Partners, Inc. (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Analyst | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
Presagis Canada, Inc.
![]() Presagis Canada, Inc. Packaged SoftwareTechnology Services Presagis Canada, Inc. provides commercial-off-the-shelf modeling, simulation and embedded graphics solutions to the aerospace and defense markets. It develops, markets and supports software for the development of embedded display graphics and custom simulations. The company was founded in 1980 and is headquartered in Montreal, Canada. | Packaged Software | Chief Executive Officer | |
NUVIBE, INC. | Agricultural Commodities/Milling | Director of Finance/CFO | |
LOUD BEVERAGE GROUP INC. | Information Technology Services | Director of Finance/CFO | |
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION | Information Technology Services | Corporate Officer/Principal | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
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 | Masters Business Admin | |
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-Equity | |
Oppenheimer & Co., Inc. (Broker)
![]() Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
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 Analyst-Equity | |
Berman Hopkins Wright & LaHam CPAs & Associates LLP
![]() Berman Hopkins Wright & LaHam CPAs & Associates LLP Miscellaneous Commercial ServicesCommercial Services Berman Hopkins Wright & LaHam CPAs & Associates LLP provides accounting services. Its services Preparation of individual, corporate, partnership, trust and estate tax returns, Multi-state taxation, Tax credits and incentives, Research and development, low income housing and alternative minimum tax credit analysis and Strategic tax planning. The company was founded in 1951 and is headquartered in Melbourne, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
RedChip Independent
![]() RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Investment Managers | Analyst-Equity | |
Auburn University | College/University | Undergraduate Degree | |
Belhaven University | College/University | Undergraduate Degree | |
Florida Atlantic University | College/University | Masters Business Admin | |
Florida State University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Florida Funders LLC
![]() Florida Funders LLC Investment ManagersFinance Florida Funders LLC (Florida Funders) is a venture capital firm founded in 2013 by David Chitester. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor Private Equity Analyst | |
University of South Florida | College/University | Undergraduate Degree | |
Liberty University | College/University | Graduate Degree | |
Canaccord Genuity LLC
![]() Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Quilty Analytics LLC
![]() Quilty Analytics LLC Investment ManagersFinance Quilty Analytics LLC provides investment research. The private company is based in St. Petersburg, FL. The company was founded by Chris Quilty. | Investment Managers | Corporate Officer/Principal | |
Zicklin School of Business | College/University | Graduate 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 | Analyst-Equity | |
MiddleGround Management LP
![]() MiddleGround Management LP Investment ManagersFinance MiddleGround Management LP (MiddleGround Capital) is a private equity firm founded in 2018 by John Stewart and Lauren Mulholland. The firm is headquartered in Lexington, Kentucky. | Investment Managers | Private Equity Investor | |
GE Steam Power, Inc.
![]() GE Steam Power, Inc. Industrial SpecialtiesProcess Industries GE Steam Power, Inc. builds solutions and associated services for different energy sources, including hydro, nuclear, gas, coal and wind. The company serves the energy market through its activities in the fields of power generation, transmission and distribution. The company was founded in 1999 and is headquartered in Windsor, CT. | Industrial Specialties | Human Resources Officer | |
Eastern Kentucky University | College/University | Graduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Association of Governing Boards of Universities & Colleges
![]() Association of Governing Boards of Universities & Colleges Miscellaneous Commercial ServicesCommercial Services The Association of Governing Boards of Universities & Colleges is an organization that aims to empower higher education boards to govern with confidence. The AGB is based in Washington. The American company provides resources that give important background for higher education boards. The AGB Principles of Trusteeship outline attitudes and actions board members should embody to become highly effective board members. The organization emphasizes the importance of protecting academic freedom and freedom of speech, which are core values in higher education. The business model of higher education is also discussed, as colleges and universities traditionally charged less than the full cost of educating students because they made up the difference through government support and other revenue streams. Henry Stoever has been the CEO of the non-profit company since 2019. | Miscellaneous Commercial Services | Chairman | |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | President | |
Foundation for Financial Planning | Director/Board Member | ||
CAE USA, Inc.
![]() CAE USA, Inc. Industrial MachineryProducer Manufacturing CAE USA, Inc. provides simulation technologies and training services to civil aviation and defense customers. Its offers flight weapons, simulators, tactical air defense trainers, air reproduction instruments, controls and mission operator stations. The company was founded in 1947 and is headquartered in Tampa, FL. | Industrial Machinery | Director/Board Member | |
University of Michigan | College/University | Graduate Degree | |
National Security Innovation Network
![]() National Security Innovation Network Information Technology ServicesTechnology Services National Security Innovation Network (NSIN) is a government program office within the Office of the Secretary of Defense for Research and Engineering (OSD(R&E)). The mission of NSIN is to build networks of innovators that generate new solutions to national security problems. NSIN has its headquarters in the United States and has regional offices in 11 commercial innovation hubs throughout the country. NSIN builds a national network of innovators and delivers programming that solves real-world, Department of Defense (DoD) problems through collaborative partnerships with non-traditional problem-solvers within the academic and early-stage venture communities. NSIN operates two portfolios of programs and services: talent and venture. Together, these portfolios form a pipeline of activities and solutions that accelerate the pace of defense innovation. NSIN connects innovators from defense, academic, and entrepreneurial ventures to solve national security issues in new ways. | Information Technology Services | Corporate Officer/Principal | |
University of Nebraska Omaha | College/University | Corporate Officer/Principal | |
Global Blockchain Ventures LLC
![]() Global Blockchain Ventures LLC Investment ManagersFinance Global Blockchain Ventures LLC (Global Blockchain Ventures) is a venture capital firm founded in 2018 by Dieter Kondek. The firm is headquartered in Orlando, Florida. | Investment Managers | Consultant / Advisor | |
Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chairman | |
Orlando Magic Ltd.
![]() Orlando Magic Ltd. Movies/EntertainmentConsumer Services Orlando Magic Ltd. operates a professional basketball team. Its basketball team is part of the Southeast Division of the Eastern Conference in the National Basketball Association. The firm markets sports merchandise, match tickets and collectable game items. The company was founded by William duPont III, James Hewitt, Robert Hewitt & Pat Williams in 1989 and is headquartered in Orlando, FL. | Movies/Entertainment | Corporate Officer/Principal | |
VenueNext LLC
![]() VenueNext LLC Packaged SoftwareTechnology Services VenueNext, Inc. engages in the development of venue-specific context-aware application that enables event-goers to connect with venues. It offers a mobile-centric platform, which delivers a set of tools that provide venue operators with an insight into event-goer behavior. The firm serves venues ranging from sports stadiums and concert amphitheaters to hospitality-based venues, such as theme parks, hotels, and conference facilities in the United States and internationally. The company was founded by John M. Paul in 2014 and is headquartered in Santa Clara, CA. | Packaged Software | Chief Executive Officer | |
NewGate Capital Partners LLC
![]() NewGate Capital Partners LLC Investment ManagersFinance NewGate Capital Partners LLC (NewGate Capital Partners) is a venture capital firm founded in 2000 by Joe A. Alvarez and Larry K. Walker. The firm is headquartered in Winter Park, Florida. | Investment Managers | Private Equity Analyst | |
Orlando College | College/University | Undergraduate Degree | |
Bloomberg LP (Research)
![]() Bloomberg LP (Research) Investment ManagersFinance Bloomberg LP (Research) is the investment research division of Bloomberg LP, which is owned by Bloomberg, Inc. in the US. Headquartered in New York City, the firm was founded in 2007 and provides research, long-term forecasts, analytical tools and global in-depth analysis covering a wide range of industries. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Canada | 3 |
Settori
Finance | 19 |
Consumer Services | 16 |
Technology Services | 6 |
Commercial Services | 5 |
Process Industries | 3 |
Posizioni
Undergraduate Degree | 26 |
Analyst-Equity | 17 |
Corporate Officer/Principal | 11 |
Graduate Degree | 8 |
Portfolio Manager-Equities | 7 |
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