Chuck Simmons
Director Ejecutivo en TruWealth Advisors LLC .
Origen de la red de primer grado Chuck Simmons.
Entidad | Tipo de entidad | Industria | |
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Tulane University (Louisiana)
125
| College/University | Other Consumer Services | 125 |
TruWealth Advisors LLC
TruWealth Advisors LLC Investment ManagersFinance TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors.
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| Subsidiary | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Chuck Simmons a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Analyst-Equity | |
WRIGHT MEDICAL GROUP INC | Medical Specialties | Corporate Officer/Principal | |
Google LLC
Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
FOSUN INTERNATIONAL LIMITED | Multi-Line Insurance | Director/Board Member | |
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 Institutional Sales | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
George Washington University | College/University | Graduate Degree | |
Kirkland & Ellis LLP
Kirkland & Ellis LLP Miscellaneous Commercial ServicesCommercial Services Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Johnson Rice & Co. LLC
Johnson Rice & Co. LLC Investment Banks/BrokersFinance Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Progressive Capital Management Corp.
Progressive Capital Management Corp. Investment ManagersFinance Progressive Capital Management Corp. (Progressive Capital) is an asset management firm headquartered in Norwalk, Connecticut. The firm was founded in 1992 and they are a wholly-owned subsidiary of Progressive Corp. (NYSE: PGR). Progressive Capital provides advisory services to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Corporate Officer/Principal | |
Heritage Capital Advisors LLC | Corporate Officer/Principal | ||
Texas A&M University | College/University | Doctorate Degree Masters Business Admin | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
University of Mississippi | College/University | Graduate Degree Undergraduate Degree | |
LRVHealth Ventures LLC
LRVHealth Ventures LLC Investment ManagersFinance LRV Health Ventures LLC (LRVHealth) is a venture capital firm founded in 2000 by William Cowen and Tripp Peake. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Consultant / Advisor | |
Anti-Defamation League
Anti-Defamation League Miscellaneous Commercial ServicesCommercial Services Anti-Defamation League operates as a non-profit organization that fights anti-Semitism and all forms of bigotry, defends democratic ideals and protects civil rights for all. The firm serves as a resource for government, media, law enforcement, educators and the public. The company was founded in 1913 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
A.B. Freeman School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
BlueCrest Capital Management (New York) LP
BlueCrest Capital Management (New York) LP Investment ManagersFinance BlueCrest Capital Management (New York) LP (BCM) is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BC Capital Management Services Ltd. BCM provides investment advisory and management services to high-net-worth clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Universitas Diponegoro | College/University | Undergraduate Degree Graduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
AMEN BATTPAR | Chemicals: Agricultural | Chief Executive Officer Director/Board Member | |
The Greater New Orleans Foundation
The Greater New Orleans Foundation Miscellaneous Commercial ServicesCommercial Services The Greater New Orleans Foundation awards grants to non-profit organizations that support projects and programs that benefit the citizens, meet community needs, and test new ideas. The types of support they provide include: capital, program development and support, seed money, technical assistance, capacity building, and emergency. The foundation was founded in 1983 and is headquartered in New Orleans, LA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Harvard T.H. Chan School of Public Health | College/University | Graduate Degree | |
Family Office Networks, Inc.
Family Office Networks, Inc. Investment ManagersFinance Family Office Networks LLC operates as a global community for families to share information and intelligence. It works with a select group of investment managers and sponsors who offer substantial families to access to stellar investment opportunities in areas such as real estate, venture capital, private equity, and hedge funds. The firm also offers personal introduction, alternative investment consulting, fund formation, concierge and family office service. The company was founded by Andrew P. Schneider and Steven Saltztein in 2012 and is headquartered in West Palm Beach, FL. | Investment Managers | Director/Board Member | |
US Department of Health & Human Services (DC) | General Government | Corporate Officer/Principal | |
Blaylock Van LLC
Blaylock Van LLC Internet Software/ServicesTechnology Services Blaylock Van LLC engages in the provision of investment banking and financial services. It includes debt and equity capital markets; research; sales and trading such as domestic equity, international equity, and taxable fixed income; and municipal finance. The company was founded by Eric Van Standifer in 1991 and is headquartered in New York, NY. | Internet Software/Services | Private Equity Investor | |
The Araca Group
The Araca Group Electronics/Appliance StoresRetail Trade The Araca Group provides retail stores that specializes in apparel, accessories, gifts and music. The company was founded by Matthew Rego, Michael Rego, and Hank Unger in 1997 and is headquartered in New Yrok, NY. | Electronics/Appliance Stores | Private Equity Investor | |
Verily Life Sciences LLC
Verily Life Sciences LLC Packaged SoftwareTechnology Services Verily Life Sciences LLC provides healthcare solutions for global markets. The firm specializes in healthcare, hardware, software, clinical studies, scientific research, disease management platforms, sensors, population health management and precision medicine. It develops tools to collect and organize health data. The company is headquartered in South San Francisco, CA. | Packaged Software | Director/Board Member | |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | Investment Banks/Brokers | Private Equity Investor | |
Dell Medical School | College/University | Corporate Officer/Principal | |
Merida Capital Holdings LLC
Merida Capital Holdings LLC Investment ManagersFinance Merida Capital Holdings LLC (Merida Capital Holdings) is a private equity firm founded in 2016 by Mitchell Bryan Baruchowitz and Kevin Gibbs. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Alternative Investment Management LLC
Alternative Investment Management LLC Investment ManagersFinance Alternative Investment Management LLC (AIM13) is a private equity firm founded in 1999 by M Jonathan Harris. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
National Academy of Medicine (United States)
National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Society of General Internal Medicine
Society of General Internal Medicine Miscellaneous Commercial ServicesCommercial Services The Society of General Internal Medicine is an organization founded in 1978 by a group of academic general internists with the goal of promoting research and education to improve healthcare for the whole patient. The non-profit company is based in Alexandria, VA. With nearly 3,000 members, the organization has grown over the past three decades. | Miscellaneous Commercial Services | President | |
Evolve Bank & Trust
Evolve Bank & Trust Regional BanksFinance Evolve Bank & Trust provides banking and mortgage services. Its services include banking, mortgage and trust services. The firm also offers personal, private, and business banking; mortgage and lending; trust and fiduciary; and small business administration lending services. The company was founded in June 1925 and is headquartered in Memphis, TN. | Regional Banks | Director/Board Member | |
Tulane University School of Medicine | College/University | Corporate Officer/Principal | |
WELLTOWER INC. | Real Estate Investment Trusts | Director/Board Member | |
Tulane University School of Public Health & Tropical Medicine | College/University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 47 |
China | 2 |
Sectorial
Finance | 20 |
Consumer Services | 17 |
Commercial Services | 7 |
Technology Services | 4 |
Health Technology | 2 |
Operativa
Corporate Officer/Principal | 193 |
Director/Board Member | 180 |
Undergraduate Degree | 97 |
Masters Business Admin | 48 |
Portfolio Manager-Equities | 44 |
Las relaciones más conectadas
Insiders | |
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Regina Benjamin | 37 |
Brian Goldberg | 32 |
Anant Jaivant Talaulicar | 29 |
James Burke | 20 |
Thomas Kennedy | 19 |
Karen DeSalvo | 19 |
Steve Jarmel | 19 |
Daniel Tarman | 19 |
Hui Ou Yang | 15 |
Adam Meislik | 14 |
Jeffrey Tirman | 14 |
Adnan Omar Ahmed | 13 |
Richard D. Weber | 12 |
Leann Opotowsky Moses | 11 |
Ali Feroze | 10 |
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- Insiders
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