Ellis Davis
Gestionnaire de Portefeuille-Actions chez Edge Capital Group LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Neal Deaton | M | - |
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 ans |
| Dennis J. Sabo | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 ans |
| Howell Hollis | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | - |
| Jacobi Padgett | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 ans |
| Harry Jones | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | - |
| Stephen Angelo Halkos | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 ans |
| William deButts | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 ans |
| Kendrick Mattox | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 6 ans |
| Zaki Colabawala | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 1 ans |
| Jake Munns | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 2 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Brendan Keelan | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 4 ans |
| Jon McCarthy | M | - |
Wake Forest University
| 5 ans |
| Michael Finneran | M | - |
Wake Forest University
| 5 ans |
| Cady Burke | F | - |
Wake Forest University
| 4 ans |
| Steven Reinemund | M | 75 |
Wake Forest University
| 6 ans |
| Clarke Ryan | M | - |
Wake Forest University
| 4 ans |
| Trip Ewig | M | - |
Wake Forest University
| 4 ans |
| Joey Levine | M | - |
Wake Forest University
| 4 ans |
| Sarah C Stroud | F | - |
Wake Forest University
| 4 ans |
| Harry James | M | - |
Wake Forest University
| 4 ans |
| Kristen Reinert | F | - |
Wake Forest University
| 4 ans |
| Omar Ariss | M | - |
Wake Forest University
| 4 ans |
| Jordan Long | M | - |
Wake Forest University
| 4 ans |
| Pietro Cesare Solidoro | M | - |
Wake Forest University
| 4 ans |
| Charlotte Bedick | F | - |
Wake Forest University
| 4 ans |
| Jon Hacunda | M | - |
Wake Forest University
| 4 ans |
| Matthew Serrao | M | - |
Wake Forest University
| 4 ans |
| Brynn Jackel | F | - |
Wake Forest University
| 4 ans |
| Charlotte Wechsler | F | - |
Wake Forest University
| 4 ans |
| Nicholas Bovi | M | - |
Wake Forest University
| 4 ans |
| Melinda Kurnath | F | - |
Wake Forest University
| 4 ans |
| Robert Valdes Rodriguez | M | - |
Wake Forest University
| 4 ans |
| Ryan West | M | - |
Wake Forest University
| 4 ans |
| Brooks Hallock | M | - |
Wake Forest University
| 4 ans |
| George Hamilton | M | - |
Wake Forest University
| 4 ans |
| Christian Miller | M | - |
Wake Forest University
| 4 ans |
| Philip Zielke | M | - |
Wake Forest University
| 4 ans |
| Henry Johnson | M | - |
Wake Forest University
| 4 ans |
| William Enderle | M | - |
Wake Forest University
| 4 ans |
| Michael Galardi | M | - |
Wake Forest University
| 4 ans |
| John Bryant | M | - |
Wake Forest University
| 4 ans |
| Reed Seay | M | - |
Wake Forest University
| 4 ans |
| Amanda Wilcox | F | - |
Wake Forest University
| 4 ans |
| Mike Stefanelli | M | - |
Wake Forest University
| 1 ans |
| Emily Parr | F | - |
Wake Forest University
| 4 ans |
| Noah Chase | M | - |
Wake Forest University
| 4 ans |
| Andres Loret de Mola | M | - |
Wake Forest University
| 4 ans |
| James Austin | M | - |
Wake Forest University
| 4 ans |
| Smith Collett | M | - |
Wake Forest University
| 4 ans |
| Carter Grimes | M | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | 4 ans |
| Andrew Crisi | M | - |
Wake Forest University
| 1 ans |
| Eamon Coughlin | M | - |
Wake Forest University
| 4 ans |
| Daniel Chubb | M | - |
Wake Forest University
| 4 ans |
| Michael DeSalvo | M | - |
Wake Forest University
| 4 ans |
| Jay Helvey | M | 65 |
Wake Forest University
| 20 ans |
| Brian Brett | M | - |
Wake Forest University
| 4 ans |
| Martha Masiarz | F | - |
Wake Forest University
| 4 ans |
| Michael Morrow | M | 68 |
Wake Forest University
| 6 ans |
| Eric J Huppert | M | - |
Wake Forest University
| 4 ans |
| Sarah Hotvedt | F | - |
Wake Forest University
| 4 ans |
| Misa Batcheller | F | - |
Wake Forest University
| 4 ans |
| Patrick Sullivan | M | - |
Wake Forest University
| 4 ans |
| Grant O'Brien | M | - |
Wake Forest University
| 4 ans |
| Ted Beachley | M | - |
Wake Forest University
| 4 ans |
| Taylor Peretz | M | - |
Wake Forest University
| 4 ans |
| Lane Czura | F | - |
Wake Forest University
| 4 ans |
| Quinn Burch | F | - |
Wake Forest University
| 4 ans |
| Scott Mafale | M | - |
Wake Forest University
| 4 ans |
| David Lantz | M | - |
Wake Forest University
| 4 ans |
| Dylan Logan Thomas | M | - |
Wake Forest University
| 4 ans |
| Matt Boone | M | - |
Wake Forest University
| 4 ans |
| William Lowden | M | - |
Wake Forest University
| 4 ans |
| Patrick James Bobbins | M | - |
Wake Forest University
| 2 ans |
| Jim Dunn | M | 51 |
Wake Forest University
| 5 ans |
| Matthew Teller | M | - |
Wake Forest University
| - |
| William Carter | M | - |
Wake Forest University
| 4 ans |
| Nick A Biumi | M | - |
Wake Forest University
| 1 ans |
| Michael Anagnostakis | M | - |
Wake Forest University
| 4 ans |
| Abbie Zvejnieks | F | - |
Wake Forest University
| 4 ans |
| Jeffrey Baldwin | M | - |
Wake Forest University
| - |
| Drake Greene | M | - |
Wake Forest University
| 4 ans |
| Tom Kinzer | M | - |
Wake Forest University
| 4 ans |
| James Berents | M | - |
Wake Forest University
| 4 ans |
| Todd Gilbert | M | - |
Wake Forest University
| 4 ans |
| Erik Nelson | M | - |
Wake Forest University
| 4 ans |
| Dioyonna Williams | F | - |
Wake Forest University
| 2 ans |
| Thomas R. Carroll | M | - |
Wake Forest University
| 4 ans |
| Timothy Henson | M | - |
Wake Forest University
| 4 ans |
| Kenneth A. Foskett | M | - |
Wake Forest University
| 4 ans |
| Trevor Brown | M | - |
Wake Forest University
| 4 ans |
| Nick Negulic | M | - |
Wake Forest University
| 4 ans |
| Alex Vegliante | M | - |
Wake Forest University
| 4 ans |
| Michael Maugeri | M | - |
Wake Forest University
| 4 ans |
| Colton Bina | M | - |
Wake Forest University
| 4 ans |
| Mac Hanson | M | - |
Wake Forest University
| 4 ans |
| William Pearson | M | - |
Wake Forest University
| 4 ans |
| Maria Rahmany | M | - |
Wake Forest University
| 5 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 97 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Ellis Davis
- Réseau Personnel
