![Alexa Willson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Alexa Willson
Inversor de Capital Privado en Cloudstone Capital Management LLC .
Origen de la red de primer grado Alexa Willson.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.
12
| Operating Division | Investment Managers | 12 |
GCH Partners
![]() GCH Partners Investment ManagersFinance GCH Partners (GCH Partners) is a private equity and venture capital firm founded in 2009. The firm is headquartered in New York.
8
| Subsidiary | Investment Managers | 8 |
US Trust
3
| Extinct | Investment Managers | 3 |
Cloudstone Capital Management LLC
![]() Cloudstone Capital Management LLC Investment ManagersFinance Cloudstone Capital Management LLC (Cloudstone Capital Management) is a venture capital firm founded in 2016. The firm is headquartered in Redwood City, California.
2
| Private Company | Investment Managers | 2 |
Mille Capital Corp.
![]() Mille Capital Corp. Investment Banks/BrokersFinance Mille Capital Corp. is a private company based in New York, NY. Mille Capital Corp. was founded by Alexa Willson.
1
| Private Company | Investment Banks/Brokers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Alexa Willson a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
FPA Capital Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
FPA New Income, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
FPA Paramount Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
FPA Perennial Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
MCCORMICK & COMPANY, INCORPORATED | Food: Specialty/Candy | Director/Board Member | |
SOURCE CAPITAL, INC. | Investment Trusts/Mutual Funds | Chairman | |
Investment Managers Series Trust III | Investment Trusts/Mutual Funds | Director/Board Member | |
Manning & Napier Advisors LLC
![]() Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
FTI CONSULTING, INC. | Miscellaneous Commercial Services | Consultant / Advisor | |
Rochester Christian University | College/University | Undergraduate Degree | |
Bessemer Trust Co., NA
![]() Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | 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 | Analyst-Equity | |
Bragg Capital Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
FPA Crescent Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
FPA Flexible Fixed Income Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | |
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 | Analyst-Equity | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
Boston University | College/University | Undergraduate Degree | |
Laffer Tengler Investments, Inc.
![]() Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Investment Managers | Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin | |
Coastline Trust Co.
![]() Coastline Trust Co. Investment ManagersFinance Founded in 2004, Coastline Trust Co. is a boutique trust and investment company based in Providence, Rhode Island. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Corporate Officer/Principal | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
University of Arizona | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Graduate Degree | |
Meissner Filtration Products, Inc.
![]() Meissner Filtration Products, Inc. Medical SpecialtiesHealth Technology Meissner Filtration Products, Inc. develops and manufactures advanced microfiltration and single-use products and systems for critical applications. It serves pharmaceutical, bioprocessing, biologicals, laboratory, microelectronics, food and beverage, industrial, and chemical industries. The firm also offers filters and housings, integrity test instruments, and single-use biocontainer and fluid path assemblies. The company was founded by Christopher Anthony Meissner in 1989 and is headquartered in Camarillo, CA. | Medical Specialties | Chief Executive Officer | |
Folditflat LLC | Director/Board Member | ||
Tulane University (Louisiana) | College/University | Masters Business Admin | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of Minnesota Duluth | College/University | Undergraduate Degree | |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Equities | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Allstate Insurance Co. (Investment Portfolio) | Corporate Officer/Principal | ||
California State University-San Marcos | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
Atlas Wealth LLC
![]() Atlas Wealth LLC Investment ManagersFinance Atlas Wealth LLC provides investment advice. The private company is based in Cincinnati, OH. Kyle Gearhart has been the CEO of the company since 2022. | Investment Managers | Portfolio Manager-Equities | |
Universidad Internacional Menéndez Pelayo | College/University | Undergraduate Degree | |
The Global Good Fund
![]() The Global Good Fund Miscellaneous Commercial ServicesCommercial Services The Global Good Fund is a non-profit social impact accelerator that invests in people to ignite positive impact and lasting social change. The private company is based in Washington. The organization offers fellowship and other nonprofit programs that strengthen the leadership capacity of innovators who are focused on solving complex issues. The Global Good Fund has supported over 200 entrepreneurs across 40 countries, creating 3,000+ permanent jobs and effecting positive change for more than 10,000,0000 people around the world. The organization also provides customized small business coaching and technical assistance, leadership development programs, and advisory services for other organizations through its consulting practice. The Global Good Fund's sister organization, the Impact Fund, is a venture capital fund that invests in mission-driven companies, with a focus on those led by people of color and women. The American company was founded by Carrie Rich. Carrie Rich has been the CEO since incorporation. | Miscellaneous Commercial Services | Private Equity Investor | |
The University of Stirling | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 40 |
Israel | 2 |
Francia | 2 |
España | 2 |
Reino Unido | 2 |
Sectorial
Finance | 15 |
Consumer Services | 15 |
Miscellaneous | 10 |
Commercial Services | 3 |
Consumer Non-Durables | 2 |
Operativa
Corporate Officer/Principal | 60 |
Undergraduate Degree | 27 |
Director/Board Member | 22 |
Private Equity Investor | 22 |
Portfolio Manager-Equities | 10 |
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