![Chad Potter](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chad Potter
Corporate Officer/Principal en Voyant Advisors LLC .
Origen de la red de primer grado Chad Potter.
Entidad | Tipo de entidad | Industria | |
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Gradient Analytics LLC
![]() Gradient Analytics LLC Investment ManagersFinance Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers.
14
| Subsidiary | Investment Managers | 14 |
Voyant Advisors LLC
![]() Voyant Advisors LLC Investment ManagersFinance Voyant Advisors is a research firm located in San Diego, California. The firm performs in-depth accounting policy and working capital analysis to assess the validity and reliability of the earnings, cash flow and financial position reported by U.S. public companies. The research provides rigorous analysis of companies that exhibit signs of potential fundamental business deterioration, competitive landscape challenges, and/or operational inefficiencies that may be precursors of future earnings disappointments. Voyant Advisors employs a unique systematic three stage research process to identify companies exhibiting a high risk of underperformance. On a monthly basis, clients receive 2-3 comprehensive reports focused on companies in which Voyant Advisors believes to have a high probability of underperforming over the next 1-3 quarters. Voyant Advisors also provides a monthly Balance Sheet Watch List highlighting 4 to 8 companies exhibiting an elevated risk of near term underperformance.
6
| Private Company | Investment Managers | 6 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Chad Potter a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
Thrivent Financial for Lutherans
![]() Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
Sirios Capital Management LP
![]() Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Investment Managers | Portfolio Manager-Equities | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Comptroller/Controller/Auditor | |
Balyasny Asset Management LP
![]() Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity | |
KPMG, Inc.
![]() KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
Red's All Natural LLC
![]() Red's All Natural LLC Food: Specialty/CandyConsumer Non-Durables Red's All Natural LLC engages in the sale of burritos. It also offers riced cauliflower entrees. The company was founded by Mike Adair in 2009 and is headquartered in Franklin, TN. | Food: Specialty/Candy | Director/Board Member | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Graduate Degree | |
VCP I Inc
![]() VCP I Inc Investment ManagersFinance VCP I Inc (VCP) is a private equity firm, a subsidiary of Vestar Management Corp. II founded in 1988 by Norman W. Alpert, Daniel S. O’Connell and Robert L. Rosner. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
aPriori Capital Partners LP
![]() aPriori Capital Partners LP Investment ManagersFinance aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
W.P. Carey School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
San Diego State University | College/University | Undergraduate Degree Graduate Degree | |
Chabot College | College/University | Graduate Degree | |
U.S. Bank, NA (Cincinnati Ohio)
![]() U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Comptroller/Controller/Auditor | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
Nuveen Asset Management LLC
![]() Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | ||
Point Loma Nazarene University | College/University | Undergraduate Degree | |
Haas School of Business | College/University | Undergraduate Degree | |
Ryko Solutions, Inc.
![]() Ryko Solutions, Inc. Industrial MachineryProducer Manufacturing Ryko Solutions, Inc. engages in the manufacture of car wash equipment. Its services include premium and managed maintenance, and preventive inspections. The firm also offers car wash systems, chemistry, service and parts, marketing, training and education, professional consultation, and vacuums solutions. The company was founded by James A. Nelson, Steve Golden, and Larry Klein in 1973 and is headquartered in Grimes, IA. | Industrial Machinery | Corporate Officer/Principal | |
Empyrean Capital Partners LP
![]() Empyrean Capital Partners LP Investment ManagersFinance Empyrean Capital Partners LP (Empyrean) is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Michael Price and Amos Meron in 2004. Empyrean serves as the investment adviser with discretionary trading authority to private pooled investment vehicles, the securities of which are offered to investors on a private placement or other basis. | Investment Managers | Corporate Officer/Principal | |
University of Michigan | College/University | Doctorate Degree | |
DLK Investment Management LLC
![]() DLK Investment Management LLC Investment ManagersFinance DLK Investment Management LLC (DLK) is an independent, SEC-registered investment advisor headquartered in Solana Beach, California. The firm was co-founded by Donald “Don” Dempster and Theodore “Ted” Kay in 2009. DLK provides personalized investment management services to individuals, trusts, estates, charitable organizations and small institutional investors. | Investment Managers | Portfolio Manager-Equities | |
TRINITY CAPITAL INC. | Financial Conglomerates | Comptroller/Controller/Auditor | |
Carmel Capital Partners LLC
![]() Carmel Capital Partners LLC Investment ManagersFinance Carmel Capital Partners LLC (Carmel) is a holding firm, SEC-registered investment advisor, and hedge fund manager headquartered in San Diego, California. The firm was founded by Russell Silberstein and Anthony Josephson in 2002. Carmel offers investment advisory services to private investment funds and special purpose vehicles, high-net worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. They also provide sub-advisory investment services to an outside, independent registered investment advisor. | Investment Managers | Analyst-Equity | |
Woodstream Corp.
![]() Woodstream Corp. Trucks/Construction/Farm MachineryProducer Manufacturing Woodstream Corp. provides pest and animal control services. Its brands include Victor, Terro, Safer, Havahart, Zareba and Perky-Pet. The company was founded in 1924 and is headquartered in Lancaster, PA. | Trucks/Construction/Farm Machinery | Director/Board Member | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Solo Cup Co.
![]() Solo Cup Co. Miscellaneous ManufacturingProducer Manufacturing Solo Cup Co. produced and marketed single-use products used to serve food and beverages. The company was founded in 1936 and was headquartered in Highland Park, IL. | Miscellaneous Manufacturing | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin | |
Hearthside Food Solutions LLC
![]() Hearthside Food Solutions LLC Food: Major DiversifiedConsumer Non-Durables Hearthside Food Solutions LLC manufactures baked goods and snacks. It offers cookies, crackers, granolas and cereals products. The firm also offers processing, decorating, blending, and packaging services. The company was founded by Richard G. Scalise in 2009 and is headquartered in Downers Grove, IL. | Food: Major Diversified | Director/Board Member | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Roland Foods LLC
![]() Roland Foods LLC Food DistributorsDistribution Services Roland Foods LLC imports and markets specialty foods. It offers pasta and sauces, Asian specialties, baked items, cocktails and beverages, condiments and spices, cooking wine, desserts and chocolates, escargot, fruits, grains and noodles, Indian specialties, non-foods, oils, sauces, seafood, snacks, mushrooms and truffles, vegetables, and vinegars. The company was founded by Bruno Scheidt and Suzanne Scheidt in 1934 and is headquartered in New York, NY. | Food Distributors | Director/Board Member | |
Nonni's Foods LLC
![]() Nonni's Foods LLC Food: Specialty/CandyConsumer Non-Durables Nonni's Foods LLC manufactures and markets gourmet and snack foods. It provides Italian-style biscotti cookies and panetini toasts. The company was founded in 1988 and is headquartered in Tulsa, OK. | Food: Specialty/Candy | Director/Board Member | |
University of San Francisco | College/University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 46 |
Canadá | 2 |
Sectorial
Finance | 18 |
Consumer Services | 17 |
Consumer Non-Durables | 5 |
Commercial Services | 4 |
Producer Manufacturing | 4 |
Operativa
Analyst-Equity | 23 |
Undergraduate Degree | 20 |
Corporate Officer/Principal | 19 |
Director/Board Member | 8 |
Graduate Degree | 6 |
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