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Joe Barrow Tracy
Gestionnaire de Portefeuille-Actions chez Bison Wealth LLC
Postes actifs de Joe Barrow Tracy
Sociétés | Poste | Début | Fin |
---|---|---|---|
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/03/2013 | - |
Historique de carrière de Joe Barrow Tracy
Anciens postes connus de Joe Barrow Tracy
Sociétés | Poste | Début | Fin |
---|---|---|---|
Crestridge Capital Management LLC
![]() Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Directeur en chef des Investissements | - | 30/08/2011 |
Gestionnaire de Portefeuille-Actions | - | 30/08/2011 | |
Corporate Officer/Principal | - | 30/08/2011 | |
The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | - | - |
Atlanta Equity Research LLC
![]() Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Corporate Officer/Principal | - | - |
Formation de Joe Barrow Tracy
Denison University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Atlanta Equity Research LLC
![]() Atlanta Equity Research LLC Investment Banks/BrokersFinance Atlanta Equity Research LLC (AER) is an independent research firm located in Atlanta. The firm provides small- and mid-cap institutional equity research. They identify and investigate companies they believe are significantly mispriced, focusing on the consumer and business services sectors. AER issues only buy and sell recommendations and requires a 30% or more potential increase (decrease) from the initial recommendation. The firm performs market position analysis to study industry outlook, competition and growth characteristics. This is followed by a business model audit in which they contact customers and suppliers, conduct surveys and develop multi-level company contacts. After identifying key variables, AER creates scenarios to test sensitivity of assumptions and to refine their financial forecast. Each idea is under continuous review, as AER maintains constant communication with management, revisits modeling assumptions and assesses impact of macro and competitive events | Finance |
Crestridge Capital Management LLC
![]() Crestridge Capital Management LLC Investment ManagersFinance Founded in 2006 by Jason Allen and Joe Tracy, Crestridge Capital Management LLC is a hedge fund manager located in Atlanta. They manage the Crestridge Validus Fund LP, the Crestridge Validus Fund II LP and the Crestridge Capital Long/Short Offshore Fund. | Finance |
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
The Robinson-Humphrey Co. LLC | Finance |
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