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Cathy Lynn Thomas
Fundador en Triangle Securities Wealth Management, Inc. .
Origen de la red de primer grado Cathy Lynn Thomas.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Wheat First Securities, Inc.
11
| Extinct | Investment Banks/Brokers | 11 |
Triangle Securities Wealth Management, Inc.
![]() Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations.
4
| Private Company | Investment Managers | 4 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Cathy Lynn Thomas a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
ESCALADE, INCORPORATED | Recreational Products | Chief Executive Officer | |
SPEEDWAY MOTORSPORTS, LLC | Casinos/Gaming | Director/Board Member | |
Schroders, Inc. | Corporate Officer/Principal | ||
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Trading-Equity | |
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 Corporate Officer/Principal | |
Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Analyst-Equity | |
Beacon Wealthcare, Inc.
![]() Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Investment Managers | Chief Executive Officer | |
Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree | |
Wake Forest University | College/University | Masters Business Admin Undergraduate Degree | |
Averett College | College/University | Undergraduate Degree | |
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 | |
Investment Management Consultants Association | Chairman | ||
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Investment Managers | Chief Executive Officer | |
Hamilton Point Investment Advisors LLC
![]() Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Investment Managers | Chief Executive Officer | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Legg Mason & Co. LLC (New York) | Chief Investment Officer | ||
University of Pennsylvania | College/University | Masters Business Admin | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Institutional Sales | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
NUZEE, INC. | Food: Specialty/Candy | Director/Board Member | |
University of Georgia | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
B. Riley Securities, Inc.
![]() B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
Strategic Financial Services, Inc. (New York)
![]() Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Investment Managers | President | |
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 | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin | |
Williams College | College/University | Undergraduate Degree | |
ALY ENERGY SERVICES, INC. | Oilfield Services/Equipment | Director/Board Member | |
Athyrium Capital Management LP
![]() Athyrium Capital Management LP Investment ManagersFinance Athyrium Capital Management LP (Athyrium) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey A. Ferrell in 2008 as Athyrium Capital Management LLC and converted from a Delaware limited liability company to a Delaware limited partnership in 2015. Athyrium provides advisory services on a discretionary basis to its clients, which may include specific tailored vehicles and pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Consultant / Advisor | |
James Madison University | College/University | Undergraduate Degree | |
Donald L. Hagan LLC
![]() Donald L. Hagan LLC Investment ManagersFinance Donald L. Hagan LLC, dba Day Hagan Asset Management (Day Hagan) is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded in 2004 by Arthur Day, Donald Hagan and Linda Brown. Day Hagan offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
University of Lynchburg | College/University | Undergraduate Degree | |
Cary Street Partners Financial LLC /VA/
![]() Cary Street Partners Financial LLC /VA/ Investment ManagersFinance Cary Street Partners Financial LLC provides financial advisory services. The firm offers wealth management, asset management, life insurance strategies and corporate benefits and retirement services. The company was founded by Mark M. Gambill and Thomas H. Tullidge, Jr. in 2002 and is headquartered in Richmond, VA. | Investment Managers | Founder |
Estadísticas
Internacional
Estados Unidos | 46 |
Sectorial
Finance | 24 |
Consumer Services | 15 |
Consumer Durables | 2 |
Commercial Services | 2 |
Consumer Non-Durables | 2 |
Operativa
Corporate Officer/Principal | 30 |
Director/Board Member | 25 |
Undergraduate Degree | 13 |
Founder | 9 |
Portfolio Manager-Equities | 9 |
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