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Wyatt Russo
Gestore di Portafoglio-Azioni presso Naples Global Advisors LLC
Provenienza dei contatti di primo grado di Wyatt Russo
Entità | Tipo di entità | Settore Industriale | |
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Naples Global Advisors LLC
![]() Naples Global Advisors LLC Investment ManagersFinance Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations.
8
| Private Company | Investment Managers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Wyatt Russo tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
DePrince, Race & Zollo, Inc.
![]() DePrince, Race & Zollo, Inc. Investment ManagersFinance DePrince, Race & Zollo, Inc. (DRZ) is an independent, SEC-registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 1995 by Gregory DePrince, John Race and Victor Zollo. DRZ provides customized investment management services to institutional clients such as trusts, charitable organizations, investment companies, pension and profit-sharing plans, corporations or business entities, endowments, foundations, and private funds. | Investment Managers | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
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 | |
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
CNL Private Equity Corp. | Corporate Officer/Principal | ||
CreditSights, Inc.
![]() CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Investment Managers | Analyst-Fixed Income | |
Auburn University | College/University | Undergraduate Degree | |
Florida Southern College | College/University | Undergraduate Degree | |
Georgia State University | College/University | Masters Business Admin | |
Miami University | College/University | Undergraduate Degree | |
Millsaps College | College/University | Masters Business Admin | |
Rollins College (Florida) | College/University | Masters Business Admin | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
The College of Wooster | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 21 |
Settori
Finance | 11 |
Consumer Services | 10 |
Posizioni
Undergraduate Degree | 8 |
Corporate Officer/Principal | 8 |
Portfolio Manager-Equities | 6 |
Analyst-Equity | 5 |
Founder | 3 |
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