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Jim Bailey
Gestor de Cartera-Acciones en Exencial Wealth Advisors LLC .
Origen de la red de primer grado Jim Bailey.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Interstate/Johnson Lane Corp.
11
| Extinct | Investment Banks/Brokers | 11 |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.
10
| Private Company | Investment Managers | 10 |
Willingdon Wealth Management LLC
![]() Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners.
2
| Extinct | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jim Bailey a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
LOWE'S COMPANIES, INC. | Home Improvement Chains | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Ohio Public Employees Retirement System
![]() Ohio Public Employees Retirement System Investment ManagersFinance The Ohio Public Employees Retirement System (OPERS) is a state-owned pension fund manager headquartered in Columbus, Ohio. Founded in 1935, The OPERS Board of Trustees – the governing body of the system – is responsible for the administration and management of OPERS. They provide retirement, disability, and survivor benefit programs for Ohio’s active and retired public workers and their families throughout the state who are not covered by another state or local retirement system. | Investment Managers | Corporate Officer/Principal | |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Vining Sparks IBG LLC
![]() Vining Sparks IBG LLC Investment Banks/BrokersFinance Vining Sparks IBG LLC is a registered broker/dealer headquartered in Memphis, Tennessee. The firm was founded in 1981 and is a subsidiary of Vining-Sparks Securities, Inc., which is owned by Stifel Financial Corp. (NYSE: SF). Vining Sparks IBG executes fixed income securities transactions for a variety of institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Alaska Retirement Management Board
![]() Alaska Retirement Management Board Investment ManagersFinance The Alaska Retirement Management Board (ARMB) is a state-owned pension fund management firm headquartered in in Juneau, Alaska. The Board was founded by the Legislature in 2005, upon the dissolution of the Alaska State Pension Investment Board. ARMB assumed fiduciary responsibility for the assets of the state's retirement systems which has assigned by the Alaska Legislature. The systems and plans for which the ARMB manages and invests fund are: Public Employees' Retirement System (PERS), Teachers' Retirement System (TRS), Judicial Retirement System (JRS), National Guard/Naval Militia Retirement System (NGNMRS), Alaska Supplemental Annuity Plan (SBS-AP), Deferred Compensation Plan (DCP), and Defined Contribution Retirement Plan (DCR). | Investment Managers | Portfolio Manager-Equities | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 Masters Business Admin | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Radford University | College/University | Graduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Villanova University School of Law | College/University | Graduate Degree | |
Oklahoma State University | College/University | Undergraduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
San Francisco Employees Retirement System
![]() San Francisco Employees Retirement System Investment ManagersFinance San Francisco Employees' Retirement System (SFERS) is a pension fund management firm headquartered in San Francisco, California. The firm was founded in 1922 and is owned by the City & Country of San Francisco. SFERS administers two benefit programs for active and retired members: a Pension Plan (defined benefit plan) and a 457(b) Deferred Compensation Plan (defined contribution plan). | Investment Managers | Portfolio Manager-Equities | |
New Republic Partners, Inc.
![]() New Republic Partners, Inc. Financial ConglomeratesFinance New Republic Partners, Inc. provides financial services. The private company is based in Charlotte, NC. The CEO of the company is Thomas Karl Hoops. | Financial Conglomerates | Director/Board Member | |
University of Michigan | College/University | Masters Business Admin | |
Nebraska Wesleyan University | College/University | Undergraduate Degree | |
Berry College | College/University | Masters Business Admin | |
DePaul University | College/University | Undergraduate Degree | |
Bank of America NA (New York Branch)
![]() Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Horizon Investments LLC
![]() Horizon Investments LLC Investment ManagersFinance Horizon Investments LLC is an independent registered investment headquartered in Charlotte, North Carolina with an additional office in Columbia, South Carolina. The firm was founded by John Johnson in 1995. Horizon Investments provides services to a number of types of clients, including registered investment companies, wrap programs, third party investment advisers, individuals (including high net worth individuals), trusts, estates and charitable organizations, corporations or other business entities, not for profit entities, institutions, and pension and profit-sharing plans. | Investment Managers | Analyst-Equity | |
St. Bonaventure University | College/University | Undergraduate Degree | |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
California State Automobile Association
![]() California State Automobile Association Multi-Line InsuranceFinance California State Automobile Association operates as a not-for-profit motor club. The firm provides emergency roadside assistance and auto insurance services. Its coverage options include bodily injury liability, medical payment, uninsured/under-insured motorist, property damage liability, comprehensive coverage, collision coverage, personal injury protection, automobile death benefits, new car added protection and rental reimbursement. The company was founded in 1907 and is headquartered in Walnut Creek, CA. | Multi-Line Insurance | Corporate Officer/Principal | |
Seattle University | College/University | Undergraduate Degree | |
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 | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Principia College | College/University | Undergraduate Degree | |
Leighton Ford Ministries, Inc.
![]() Leighton Ford Ministries, Inc. Miscellaneous Commercial ServicesCommercial Services Leighton Ford Ministries, Inc. is a non-profit organization which provides social and spiritual services. It offers evangelism, leadership, and mentoring services. The organization was founded in 1986 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Director/Board Member | |
Vanderbilt University | College/University | Undergraduate Degree | |
Youth Commission International, Inc. | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 48 |
Sectorial
Finance | 22 |
Consumer Services | 20 |
Commercial Services | 5 |
Retail Trade | 2 |
Government | 2 |
Operativa
Corporate Officer/Principal | 34 |
Undergraduate Degree | 22 |
Portfolio Manager-Equities | 17 |
President | 11 |
Masters Business Admin | 10 |
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