William Townson Grasty
Gestore di Portafoglio-Azioni presso Bison Wealth LLC
Provenienza dei contatti di primo grado di William Townson Grasty
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wealthtrust Advisors LLC
 Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC
7
| Extinct | Investment Managers | 7 |
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a William Townson Grasty tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Kingfisher Capital LLC
 Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Investment Managers | Founder Chief Executive Officer Director of Research - Equity Trading-Equity | |
Afton Capital Management LLC
 Afton Capital Management LLC Investment ManagersFinance Afton Capital Management LLC (Afton Capital) is an independent hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded by Campbell Jenkins in 1986 as Blue Ridge Capital Management LLC. Afton Capital manages private pooled investment vehicles for high net worth investors. | Investment Managers | President Portfolio Manager-Equities | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree Masters Business Admin | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Kent State University (Ohio) | College/University | Undergraduate Degree | |
| Wake Forest University | College/University | Undergraduate Degree | |
Varn Investment Counsel, Inc.
 Varn Investment Counsel, Inc. Investment ManagersFinance Varn Investment Counsel, Inc. provides investment services. The private company is based in Atlanta, GA. | Investment Managers | Corporate Officer/Principal | |
| University of Oklahoma | College/University | Undergraduate Degree | |
| Hampden-Sydney College | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
| Lake Forest College | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
| The Methodist University, Inc. | College/University | Undergraduate Degree | |
| The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
| Emory University | College/University | Undergraduate Degree | |
| Georgia State University | College/University | Masters Business Admin | |
Carolina Securities Corp.
 Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Mecklenburg County Council Boy Scouts of America
 Mecklenburg County Council Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services Mecklenburg County Council Boy Scouts of America operates as a non profit organization that Provides community development programs. Its programs include advancement and merit badges, alumni, boy scouts, cub scouts, COPE and climbing, eagle scouts, and shooting sports. The company was founded in 1915 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Director/Board Member | |
PGA TOUR, Inc.
 PGA TOUR, Inc. Miscellaneous Commercial ServicesCommercial Services PGA TOUR, Inc. operates as a membership organization for professional golfers. The company was founded in 1929 and is headquartered in Ponte Vedra Beach, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Trustco Bank Corp. (New York) (Investment Management)
 Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank Corp. (New York) (Investment Management) is the investment management division of Trustco Bank Corp. (NASDAQ: TRST), a commercial bank headquartered in Glenville, New York. Trustco Bank provides personalized investment management, trust administration and estate settlement to individuals, partnerships, corporations and governments of New York, Florida, Massachusetts, New Jersey and Vermont. | Investment Managers | Portfolio Manager-Equities | |
UBS Asset Management (US), Inc.
 UBS Asset Management (US), Inc. Investment ManagersFinance UBS Asset Management (US), Inc. operates as a wealth management firm. It offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| University of Tennessee | College/University | Masters Business Admin | |
| Denison University | College/University | Undergraduate Degree | |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 37 |
Settori
| Finance | 21 |
| Consumer Services | 14 |
| Commercial Services | 4 |
Posizioni
| Corporate Officer/Principal | 18 |
| Portfolio Manager-Equities | 13 |
| Undergraduate Degree | 10 |
| Masters Business Admin | 5 |
| Chief Operating Officer | 4 |
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