Bert Dixon Barre
Compliance Officer chez Colonial Trust Advisors, Inc.
Provenance du réseau au premier degré de Bert Dixon Barre
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Washington & Lee University
99
| College/University | Other Consumer Services | 99 |
Colonial Trust Advisors, Inc.
 Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina.
7
| Subsidiary | Investment Managers | 7 |
Colonial Trust Group, Inc. (South Carolina)
 Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC.
5
| Private Company | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Bert Dixon Barre via son réseau personnel
| Société | Secteur | Personnes liées | Poste 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 | Analyst-Equity Private Equity Analyst | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity Private Equity Investor | |
Lundbeck Research USA, Inc.
 Lundbeck Research USA, Inc. Pharmaceuticals: MajorHealth Technology Lundbeck Research USA, Inc. develops pharmaceutical products and information to the medical community. The firm engages in the drug discovery aimed at treating central nervous system diseases by designing small molecule therapeutics. The company was founded in 1990 and is headquartered in Paramus, NJ. | Pharmaceuticals: Major | Corporate Officer/Principal | |
OrbiMed Advisors LLC
 OrbiMed Advisors LLC Investment ManagersFinance OrbiMed Advisors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Sven Borho and Carl Gordon in 1989. The firm provides discretionary investment management services to US and non-US public and private funds. | Investment Managers | Portfolio Manager-Fixed Income | |
TA Associates Management LP
 TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Yale University | College/University | Masters Business Admin Graduate Degree 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 Masters Business Admin Graduate Degree | |
| University of Virginia | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal | ||
| McCombs School of Business | College/University | Masters Business Admin Graduate Degree | |
| The Robinson-Humphrey Co. LLC /Institutional Business/ | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
EMP Management LLC
 EMP Management LLC Investment ManagersFinance EMP Management LLC (Eagle Merchant Partners) is a private equity firm founded in 2013 by Ransom James. The firm is headquartered in Georgia, Atlanta. | Investment Managers | Founder Private Equity Investor | |
The Carlyle Group LP (Corporate Private Equity)
 The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor Private Equity Investor | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree Masters Business Admin | |
Arcapita Corporate Investment
 Arcapita Corporate Investment Investment ManagersFinance Arcapita Corporate Investment (ACI) is a private equity subsidiary of Arcapita Inc founded in 1997. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Investor Private Equity Analyst | |
The Carlyle Group LP (Global Private Equity)
 The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Consultant / Advisor Public Communications Contact | |
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 Analyst-Equity | |
| Vanderbilt Owen Graduate School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Harris Williams & Co.
 Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Private Equity Analyst Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree | |
Hull Street Energy LLC
 Hull Street Energy LLC Investment ManagersFinance Hull Street Energy LLC (Hull Street Energy) is a private equity firm founded in 2014 by Sarah Wright. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
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 Corporate Officer/Principal | |
| University of South Carolina | College/University | Undergraduate Degree Undergraduate Degree | |
U.S. Bank NA (Utah)
 U.S. Bank NA (Utah) Major BanksFinance Part of U.S. Bancorp, U.S. Bank NA (Utah) operates as a nationally chartered commercial bank. | Major Banks | Corporate Officer/Principal | |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Florida. The firm was founded in 1990 by Kenneth Griffin and is wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Investment Managers | Analyst-Equity | |
Securing America’s Future Energy
 Securing America’s Future Energy Miscellaneous Commercial ServicesCommercial Services Securing America's Future Energy is a non-profit organization that focuses on providing transportation fuel security. The private company is based in Washington. It was founded in 2005 by Robbie Diamond, who has been the CEO since then. | Miscellaneous Commercial Services | Chairman | |
Paul Capital Partners LP
 Paul Capital Partners LP Investment ManagersFinance Founded in 1991 by Philip Paul, Paul Capital Partners LP is a private equity firm located in San Francisco with additional offices in New York City, Hong Kong, London, Paris and São Paulo. | Investment Managers | Private Equity Analyst | |
Burrill LLC
 Burrill LLC Investment ManagersFinance Burril LLC (Burrill) is a private equity/venture capital firm founded in 1994 by G. Steven. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
Compass Group Equity Partners LLC
 Compass Group Equity Partners LLC Investment ManagersFinance Compass Group Equity Partners LLC (Compass Group Equity Partners) is a private equity firm founded in 2015. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Director/Board Member | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity |
Statistiques
Internationale
| Etats-Unis | 48 |
| Australie | 2 |
Sectorielle
| Finance | 32 |
| Consumer Services | 14 |
| Commercial Services | 3 |
| Health Technology | 2 |
| Industrial Services | 2 |
Opérationnelle
| Director/Board Member | 171 |
| Corporate Officer/Principal | 151 |
| Undergraduate Degree | 95 |
| Private Equity Investor | 59 |
| Analyst-Equity | 54 |
Relations les plus connectées
| Insiders | |
|---|---|
| Andy Crawford Crawford | 24 |
| Reuben Munger | 21 |
| Cam Dyer | 21 |
| Robert C. Covington | 20 |
| M. Burns | 20 |
| William David Christ | 18 |
| Clay Richards | 18 |
| Keith E. Alessi | 17 |
| Ransom James | 16 |
| Mike Burton | 14 |
| Bret D. Bowerman | 14 |
| R. Taylor | 14 |
| John Reed | 13 |
| Taylor Beaupain | 13 |
| Jeffrey Laborde | 13 |
- Bourse
- Insiders
- Bert Dixon Barre
- Connexions Sociétés
