Heath Jordan
Directeur en chef des Investissements chez Trustmark National Bank (Private Banking)
Provenance du réseau au premier degré de Heath Jordan
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Trustmark Investment Advisors, Inc.
 Trustmark Investment Advisors, Inc. Investment ManagersFinance Trustmark Investment Advisors, Inc. (TIAI) is a registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 2001 and is a wholly owned subsidiary of Trustmark National Bank (TNB), which is owned by Trustmark Corp. (NASDAQ: TRMK). TIAI provides investment management services to the clients of TNB’s Wealth Management Division (TWMD). Clients of TWMD include individuals, institutions, foundations, endowments, and charitable organizations.
17
| Extinct | Investment Managers | 17 |
Trustmark National Bank (Private Banking)
8
| Operating Division | Investment Managers | 8 |
Belhaven University
1
| College/University | Other Consumer Services | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Heath Jordan via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| TRUSTMARK CORPORATION | Regional Banks | Chairman Chief Executive Officer Director of Finance/CFO | |
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Greenleaf Asset Management, Inc.
 Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Investment Managers | Analyst-Equity | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Portfolio Manager-Equities | |
Soundpath Investment Advisors LLC
 Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities. | Investment Managers | Portfolio Manager-Equities | |
Edgewater Capital Partners
 Edgewater Capital Partners Investment ManagersFinance Edgewater Capital Partners (Edgewater Capital Partners) is a private equity firm founded in 1998 by Christopher F. Childres and Edward L. Sawyer. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Corporate Officer/Principal | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Managers | Analyst-Equity | |
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 | |
| Stetson University | College/University | Undergraduate Degree | |
| Louisiana State University | College/University | Graduate Degree | |
| Millsaps College | College/University | Masters Business Admin | |
| Mississippi College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Mississippi State University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Alabama | College/University | Undergraduate Degree | |
| Spring Hill College | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of Mississippi | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of South Alabama | College/University | Undergraduate Degree Masters Business Admin | |
| University of Southern Mississippi | College/University | Undergraduate Degree Masters Business Admin | |
| Federal Reserve Bank of Atlanta | General Government | Director/Board Member | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Trustmark National Bank
 Trustmark National Bank Major BanksFinance Trustmark Corporation, with $9.6 billion in assets, is a diversified financial services company. They provide banking, wealth management and insurance solutions through their subsidiaries, including Trustmark National Bank, Trustmark Investment Advisors, and Fisher Brown Bottrell Insurance, Inc. With locations in Florida, Mississippi, Tennessee and Texas, Trustmark strives to achieve outstanding customer satisfaction by understanding their customers’ businesses & needs and providing appropriate financial solutions. | Major Banks | Chairman Chief Executive Officer | |
| Bethel College (Kansas) | College/University | Undergraduate Degree | |
Midland Federal Savings & Loan Association
 Midland Federal Savings & Loan Association Savings BanksFinance Part of Midland Capital Holdings Corp., Midland Federal Savings & Loan Association operates as a federally chartered savings bank. The company is based in Bridgeview, IL. Paul M. Zogas has been the CEO of the company since 1977. | Savings Banks | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 36 |
Sectorielle
| Finance | 18 |
| Consumer Services | 15 |
| Commercial Services | 3 |
| Retail Trade | 2 |
| Government | 2 |
Opérationnelle
| Portfolio Manager-Equities | 20 |
| Undergraduate Degree | 17 |
| Corporate Officer/Principal | 15 |
| Masters Business Admin | 9 |
| President | 6 |
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