George B. Whitaker
Gestionnaire de Portefeuille-Actions chez Wells Fargo Clearing Services LLC
Provenance du réseau au premier degré de George B. Whitaker
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.
126
| Subsidiary | Investment Managers | 126 |
The University of North Carolina at Chapel Hill
107
| College/University | Other Consumer Services | 107 |
Wake Forest University
81
| College/University | Other Consumer Services | 81 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à George B. Whitaker via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| CARDINAL HEALTH, INC. | Medical Distributors | President | |
| FIRST CITIZENS BANCSHARES, INC. | Regional Banks | Director/Board Member Chief Executive Officer | |
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 | Corporate Officer/Principal | |
| EBAY INC. | Internet Retail | Corporate Officer/Principal | |
Bowen Hanes & Co., Inc.
 Bowen Hanes & Co., Inc. Investment ManagersFinance Bowen Hanes & Co., Inc. (BHC) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded by Harold J. Bowen, Jr. in 1972 as Bowen Management Co., Inc. They were acquired by a New York insurance holding company in 1975 and merged with a subsidiary founded by Sir John Templeton into a single investment counsel entity. In 1978, a reconstituted Bowen Management Co. spun-off as a division and relocated to Atlanta. In 1980 the firm was repurchased by Mr. Bowen. In 1981, the name was changed to Bowen, Hanes & Co., Inc. BHC provides investment counseling services to high-net worth individuals, pension and profit-sharing plans (municipal and corporate), charities, endowments, trusts, and foundations. | Investment Managers | Chief Executive Officer Compliance Officer | |
| NORTEL NETWORKS CORPORATION (USA) | Financial Conglomerates | Corporate Officer/Principal | |
Truist Bank
 Truist Bank Regional BanksFinance Truist Bank provides financial services. Its services include banking, lending, insurance, trust, and wealth management solutions. The firm offers services to businesses, public agencies, local governments, and individuals. The company was founded in 1872 and is headquartered in Winston-Salem, NC. | Regional Banks | Corporate Officer/Principal | |
| P10 HOLDINGS, INC. | Investment Managers | Director/Board Member | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
River Oaks Capital LLC
 River Oaks Capital LLC Investment ManagersFinance River Oaks Capital LLC is an independent investment advisory firm headquartered in Wayzata, Minnesota. The firm provides investment advice to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Brightdoor LLC
 Brightdoor LLC Packaged SoftwareTechnology Services Brightdoor LLC offers relationship management software solutions for real estate industry. It offers visual communications, mobile engagement, and customer relationship management and marketing solutions. The company was founded by Deven K. Spear and Michael C. Worthington in 2005 and is headquartered in Cary, NC. | Packaged Software | Chief Executive Officer | |
Colony Capital Management LLC
 Colony Capital Management LLC Investment ManagersFinance Colony Capital Management LLC (Colony) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Allen Hewett, Jr., in 2004 as Pointer Capital LLC. They are a subsidiary of Long Pine Investors LLC, ultimately owned by Norfolk Southern Corp. (NYSE: NSC). Colony provides portfolio management services to high-net worth individuals, trusts, estates, charitable institutions, foundations, endowments, corporate and municipal retirement plans, Taft Hartley plans, corporations, and other business entities. | Investment Managers | Founder | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
| GSK PLC | Pharmaceuticals: Major | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Masters Business Admin | |
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 | Undergraduate Degree Undergraduate Degree | |
| The First Presbyterian Church (Boulder, Colorado) | 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 Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree | |
| Emory University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| Villanova University | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree | |
Cary Chamber of Commerce
 Cary Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Cary Chamber of Commerce is an organization that aims to help businesses in the local community. The organization is based in Cary, NC, as indicated by their Program of Work for the 2022-23 Chamber year. The non-profit company provides a roadmap for the year and a list of goals for each division. The Chamber emphasizes the importance of making connections to spread the word about your business, regardless of whether you are new to the community or an established company. The company also offers easy sponsorship opportunities for businesses looking to support the Chamber. | Miscellaneous Commercial Services | Chairman Director/Board Member | |
Concordance Academy of Leadership
 Concordance Academy of Leadership Miscellaneous Commercial ServicesCommercial Services Concordance Academy of Leadership engages in the provision of restoring individuals, rebuilding families, and transforming communities. It provides support to substance use and mental health treatment; education; job readiness; employment; housing; and legal services. The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Chief Executive Officer Director/Board Member | |
Nelson Mullins Riley & Scarborough LLP
 Nelson Mullins Riley & Scarborough LLP Miscellaneous Commercial ServicesCommercial Services Nelson Mullins Riley & Scarborough LLP provides legal services. It offers advisory, counseling, corporate, economic development, and other related legal services to individuals and businesses. The company was founded by Patrick Henry Nelson II in 1897 and is headquartered in Columbia, SC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Young Presidents' Organization, Inc.
 Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree | |
TrueBridge Capital Partners LLC
 TrueBridge Capital Partners LLC Investment ManagersFinance TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Founder Founder | |
| North Carolina State University | College/University | Undergraduate Degree Undergraduate Degree | |
Spinnaker Capital LLC
 Spinnaker Capital LLC Investment ManagersFinance Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Corporate Officer/Principal | |
Arizona Technology Council
 Arizona Technology Council Miscellaneous Commercial ServicesCommercial Services Arizona Technology Council offers numerous events, educational forums and business conferences that bring together leaders, managers, employees and visionaries to make an impact on the technology industry. It offers a variety of Phoenix networking groups for multiple industries with different commitment levels to fit every schedule. The company was founded by Thomas M. Reahard in 2002 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Director/Board Member | |
| Indiana University | College/University | Doctorate Degree | |
| P10, INC. | Investment Managers | Director/Board Member | |
Greensboro Partnership
 Greensboro Partnership Miscellaneous Commercial ServicesCommercial Services Greensboro Partnership operates as a chamber of commerce. The non-profit company is based in Greensboro, NC. The CEO of the company is Brent Christensen. | Miscellaneous Commercial Services | Director/Board Member | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Sales & Marketing | |
Beacon Bay Holdings
 Beacon Bay Holdings Investment ManagersFinance Beacon Bay Holdings (Beacon Bay) is a private equity firm founded in 2009 by Jennifer Stewart. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Analyst | |
Covestor, Inc.
 Covestor, Inc. Packaged SoftwareTechnology Services Covestor, Inc. operates as a online investment management platform. Its platform and technology allows delivering specialized active and passive investing solutions at a lower cost and with the benefit of online convenience. Its platform give investors access to institutional style investment strategies, delivered in the security of their own brokerage accounts. The company was founded by Perry Rael Blacher, Richard Kevork Tahta and Simon Veingard in 2007 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 43 |
| Canada | 2 |
| Royaume-Uni | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 10 |
| Commercial Services | 7 |
| Technology Services | 3 |
| Distribution Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 164 |
| Director/Board Member | 160 |
| Undergraduate Degree | 88 |
| President | 49 |
| Portfolio Manager-Equities | 47 |
Relations les plus connectées
| Insiders | |
|---|---|
| Dwight Scott | 34 |
| Danny Ludeman | 25 |
| Frank Holding | 20 |
| Jeff Garwood | 18 |
| William L. Hedgepeth | 16 |
| Curtis Farmer | 15 |
| Michael Parekh | 14 |
| Joe B. Alala | 13 |
| Brent D. Barringer | 11 |
| Matthew Kalnik | 11 |
| Jim Fine | 11 |
| Don C. Yount | 11 |
| Thomas W. Stoltz | 10 |
| Hope Connell | 10 |
| Bob J. McParland | 9 |
- Bourse
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