Allison Rozell
Analyst-Equity en Stoker Ostler Wealth Advisors, Inc. .
Origen de la red de primer grado Allison Rozell.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Arizona State University
45
| College/University | Other Consumer Services | 45 |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.
16
| Subsidiary | Investment Managers | 16 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Allison Rozell a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| University of Notre Dame | College/University | Masters Business Admin | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Trinity Capital Investment LLC
 Trinity Capital Investment LLC Investment ManagersFinance Trinity Capital Investment LLC ("Trinity") is an independent Venture Capital firm founded in 2008 by Steven L. Brown. The firm is headquartered in Phoenix, Arizona. | Investment Managers | Private Equity Analyst Analyst-Equity | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
TSG Consumer Partners LLC
 TSG Consumer Partners LLC Investment ManagersFinance TSG Consumer Partners LLC (TSG Consumer Partners) is a private equity firm founded in 1986 by Charles Howard Esserman. The firm is headquartered in Larkspur, California. | Investment Managers | Private Equity Analyst | |
Nelson Mullins Riley & Scarborough LLP
 Nelson Mullins Riley & Scarborough LLP Miscellaneous Commercial ServicesCommercial Services Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Trivest Partners LP
 Trivest Partners LP Investment ManagersFinance Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida. | Investment Managers | Private Equity Analyst | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree | |
| China Europe International Business School | College/University | Corporate Officer/Principal Masters Business Admin | |
| Fudan University | College/University | Corporate Officer/Principal Undergraduate Degree | |
AirPower Technologies Ltd.
 AirPower Technologies Ltd. Chemicals: SpecialtyProcess Industries AirPower Technologies Ltd. principally engages in the provision of integrated industrial gas solutions. The company was founded in October 1, 2001 and is headquartered in Shanghai, China. | Chemicals: Specialty | Director/Board Member | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Mistral Capital Management LLC
 Mistral Capital Management LLC Investment ManagersFinance Mistral Capital Management LLC (Mistral Capital Management) is a private equity and venture capital firm founded in 2007 by Andrew Heyer. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| Beijing Technology & Business University | College/University | Undergraduate Degree | |
| City University of Macau | College/University | Masters Business Admin | |
| Cheung Kong Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Trinity Episcopal School Corp.
 Trinity Episcopal School Corp. Miscellaneous Commercial ServicesCommercial Services Trinity Episcopal School Corp. provides educational services. It also offers athletics, arts, public service, college counselling, global engagement, library, media, technology, and summer camp. The company was founded in 1709 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Kainos Capital LLC
 Kainos Capital LLC Investment ManagersFinance Kainos Capital LLC (Kainos Capital) is a private equity firm founded in 2012. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Analyst | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Powerplant Ventures LLC
 Powerplant Ventures LLC Investment ManagersFinance Groundforce Capital Management, LLC (GroundForce Capital) is a private equity & venture capital firm founded in 2015 by Mark Rampolla, Kevin Boylan and Thirumalaisamy K. Pillan. The firm is headquartered in Hermosa Beach, California with offices in Los Angeles and San Francisco. | Investment Managers | Private Equity Investor | |
Zhongce Rubber Group Co., Ltd.
 Zhongce Rubber Group Co., Ltd. Automotive AftermarketConsumer Durables Zhongce Rubber Group Co., Ltd. engages in the manufacture and sales of tires. Its product line includes passenger car tire, all steel tires, skew series tire, and two-wheeled tire. The company was founded in 1958 and is headquartered in Hangzhou, China. | Automotive Aftermarket | Director/Board Member | |
Source Global PBC
 Source Global PBC Beverages: Non-AlcoholicConsumer Non-Durables Source Global PBC. operates as an early stage company. The company is headquartered in Scottsdale, AZ. | Beverages: Non-Alcoholic | Corporate Officer/Principal Corporate Officer/Principal | |
Arizona Founders Fund LLC
 Arizona Founders Fund LLC Investment ManagersFinance Arizona Founders Fund LLC (Arizona Founders Fund) is a venture capital firm founded in 2016 by Romi S. Dhillon. The firm is headquartered in Scottsdale, Arizona. | Investment Managers | Private Equity Investor | |
DCA Asset Management, Inc.
 DCA Asset Management, Inc. Investment ManagersFinance DCA Asset Management, Inc. is an investment holding company, which engages in the provision of asset management and investment banking services. The company was founded on May 20, 2013 and is headquartered in Carefree, AZ. | Investment Managers | Chief Investment Officer | |
| RED AVENUE NEW MATERIALS GROUP CO., LTD. | Chemicals: Specialty | Director/Board Member Chairman Director of Finance/CFO | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| ZHONG AN INTELLIGENT LIVING SERVICE LIMITED | Real Estate Development | Director/Board Member Chairman | |
| HUIFU PAYMENT LIMITED | Regional Banks | Director/Board Member Chief Executive Officer | |
| W.P. Carey School of Business | College/University | Graduate Degree Graduate Degree | |
Dental Doctor Medical Holding Group Co., Ltd.
 Dental Doctor Medical Holding Group Co., Ltd. Medical/Nursing ServicesHealth Services Dental Doctor Medical Holding Group Co. Ltd. engages in the provision of dental services. It offers implantology, orthodontics, and general dentistry services. The company was founded by Guo Feng Chen and Ming Fe Liu on November 19, 2020 and is headquartered in Suzhou, China. | Medical/Nursing Services | Founder Founder | |
| TRINITY CAPITAL INC. | Financial Conglomerates | Corporate Officer/Principal | |
Red Avenue Group Ltd.
 Red Avenue Group Ltd. Wholesale DistributorsDistribution Services Red Avenue Group Ltd. wholesales tires. The private company is based in Shanghai, China. The Chinese company was founded by Ning Zhang. | Wholesale Distributors | Founder | |
Invest Southwest
 Invest Southwest Internet Software/ServicesTechnology Services Invest Southwest is an organization that connects investors with emerging growth companies in the region. The private company is based in Phoenix, AZ. The company provides valuable information on topics important to the investment community and offer year-round opportunities for investors to connect with these companies. The company's signature event, Venture Madness, is a competition presented in partnership with the Arizona Commerce Authority where thoroughly evaluated emerging companies compete against each other to be crowned the champion of champions. | Internet Software/Services | Director/Board Member | |
| ARKO CORP. | Financial Conglomerates | President | |
High Bluff Capital Partners LLC
 High Bluff Capital Partners LLC Investment ManagersFinance High Bluff Capital Partners LLC (High Bluff Capital) is a private equity firm founded in 2016 by Anand U. Gowda. The firm is headquartered in San Diego, California. | Investment Managers | Private Equity Investor |
Estadísticas
Internacional
| Estados Unidos | 39 |
| China | 11 |
| Hong-Kong | 2 |
Sectorial
| Miscellaneous | 19 |
| Finance | 14 |
| Consumer Services | 11 |
| Commercial Services | 3 |
| Process Industries | 3 |
Operativa
| Director/Board Member | 127 |
| Undergraduate Degree | 48 |
| Corporate Officer/Principal | 36 |
| Independent Dir/Board Member | 30 |
| Graduate Degree | 22 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| R. Walton | 42 |
| Brian Zino | 30 |
| Xin Jun Liang | 22 |
| Ye Zhou | 15 |
| Taylor Hurst | 14 |
| Yu Chang Huang | 13 |
| Kan Cheng Shi | 12 |
| Bryan Segedi | 10 |
| Ning Zhang | 8 |
| Jin Hua Jiang | 7 |
| Stephanie Cope | 5 |
| Qi Zhang | 5 |
| Molly M. Iarocci | 5 |
| Jian Feng Zhang | 5 |
| Chasen Harris | 4 |
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