Don Wordell
Gestor de Cartera-Acciones en Ceredex Value Advisors LLC .
Origen de la red de primer grado Don Wordell.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Based in Atlanta, Georgia, Ridgeworth Capital Management, formerly Trusco Capital Management, Inc., provides investment management services to associations, corporations, endowments, foundations, healthcare organizations, insurance companies, labor unions and municipalities. Trusco provides services to clients world-wide and serves as the advisor to the STI Classic family of mutual funds. The firm is a subsidiary of Atlanta-based SunTrust Banks Inc. (NYSE: STI), currently has offices in Orlando, Nashville, Chattanooga, Richmond, Chapel Hill, Washington, DC and Woodcliff Lake, New Jersey.
102
| Extinct | Investment Managers | 102 |
Ceredex Value Advisors LLC
 Ceredex Value Advisors LLC Investment ManagersFinance Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS).
17
| Subsidiary | Investment Managers | 17 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Don Wordell a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Empower Annuity Insurance Company of America
 Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Corporate Officer/Principal 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 | Corporate Officer/Principal Analyst-Equity | |
Crawford Investment Counsel, Inc.
 Crawford Investment Counsel, Inc. Investment ManagersFinance Crawford Investment Counsel, Inc. (CIC) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1980 by John H. Crawford III. CIC provides investment advice on a discretionary basis to individuals, which include high net worth, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, Taft-Hartley plans, corporations, and other business entities. The firm also manages client accounts using wrap-fee programs sponsored by unaffiliated brokers/dealers. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Peninsula Asset Management, Inc.
 Peninsula Asset Management, Inc. Investment ManagersFinance Peninsula Asset Management, Inc. (Peninsula) is an independent, SEC registered investment advisor headquartered in Bradenton, Florida. Founded in 1982, Peninsula offers investment management services for Individuals, Trusts, IRA’s, Charities, Endowments, Foundations and Retirement Plans. | Investment Managers | Portfolio Manager-Equities | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments. | Investment Banks/Brokers | Analyst-Equity | |
Fidus Investment Advisors LLC
 Fidus Investment Advisors LLC Investment ManagersFinance Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois. | Investment Managers | Investment Committee Member | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Doctorate Degree Masters Business Admin | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Chief Executive Officer Investment Committee Member Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Investment Committee Member Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income | |
Blue Point Capital Partners LLC
 Blue Point Capital Partners LLC Investment ManagersFinance Blue Point Capital Partners LLC (Blue Point Capital Partners) is a private equity firm founded in 1990. The firm is headquartered in Cleveland, Ohio with additional offices in Charlotte and Seattle. | Investment Managers | Private Equity Analyst | |
| Wake Forest University | College/University | Undergraduate Degree Masters Business Admin | |
| Clemson University | College/University | Masters Business Admin Undergraduate Degree | |
| College of Charleston | College/University | Undergraduate Degree | |
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 | Masters Business Admin | |
| Drake University | College/University | Undergraduate Degree | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Furman University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia State University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Louisiana State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Silvant Capital Management LLC
 Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Chief Investment Officer Analyst-Equity Portfolio Manager-Equities Chief Operating Officer | |
| University of Central Florida | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Virtus Fund Advisers LLC
 Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
| University of Georgia | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
| Goizueta Business School-Emory | College/University | Masters Business Admin Masters Business Admin | |
| Rollins College (Florida) | College/University | Masters Business Admin Masters Business Admin | |
| Virginia Commonwealth University | College/University | Graduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree | |
Morgan Noble LLC
 Morgan Noble LLC Investment ManagersFinance Morgan Noble LLC (Morgan Noble) is a venture capital firm founded in 1997 by Robert M. Haft. The firm is headquartered in Washington, District of Columbia. | Investment Managers | Private Equity Investor | |
| Lebow College of Business | College/University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 48 |
Sectorial
| Finance | 26 |
| Consumer Services | 22 |
| Commercial Services | 2 |
Operativa
| Portfolio Manager-Equities | 80 |
| Corporate Officer/Principal | 77 |
| Analyst-Equity | 68 |
| Undergraduate Degree | 65 |
| Portfolio Manager-Fixed Income | 47 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| George Aylward | 49 |
| Alan Kelley | 15 |
| Michael D. Bluestein | 15 |
| Risei Goto | 10 |
| Robert Lesley | 9 |
| Meghan Civiello | 8 |
| Chris Carter | 7 |
| Perry Troisi | 7 |
| David Scott Yuschak | 7 |
| Pete F. Spano | 7 |
| Michael A. Sansoterra | 6 |
| Charlie Carter | 6 |
| Chad K. Stephens | 6 |
| Michael P. Somogyi | 6 |
| David Darst | 6 |
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