Provenienza dei contatti di primo grado di Tony Cox
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Sage Mountain Advisors LLC
 Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tony Cox tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Analyst-Equity | |
| Vanderbilt University | College/University | Masters Business Admin | |
| Wake Forest University | College/University | Undergraduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree | |
| University of California San Diego | College/University | Graduate Degree | |
| United States National Security Agency | Sovereign | Corporate Officer/Principal | |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Director of Research - Equity | |
| Kenan-Flagler Business School | College/University | Undergraduate Degree | |
Berman Capital Advisors LLC
 Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Investment Managers | Chief Investment Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 12 |
Settori
| Consumer Services | 6 |
| Finance | 5 |
| Commercial Services | 2 |
| Government | 2 |
Posizioni
| Analyst-Equity | 5 |
| Portfolio Manager-Equities | 3 |
| Undergraduate Degree | 2 |
| Corporate Officer/Principal | 2 |
| Graduate Degree | 2 |
Contatti più connessi
| Insiders | |
|---|---|
| Russ Allen | 9 |
| Anna Esoda | 3 |
| Scott Matthew Neu | 2 |
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