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Kristie Kostopulos Jones
Portfolio Manager-Fixed Income chez Regions Investment Management, Inc.
Provenance du réseau au premier degré de Kristie Kostopulos Jones
Entité | Type d'entité | Industrie | |
---|---|---|---|
The University of Alabama
58
| College/University | Other Consumer Services | 58 |
Regions Investment Management, Inc.
![]() Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.
33
| Subsidiary | Investment Managers | 33 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Kristie Kostopulos Jones 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 Analyst-Equity | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity | |
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 | |
Leavell Investment Management, Inc.
![]() Leavell Investment Management, Inc. Investment ManagersFinance Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Brookline Investments, Inc.
![]() Brookline Investments, Inc. Investment ManagersFinance Brookline Investments, Inc. (Brookline) is a SEC-registered asset management firm headquartered in Birmingham, Alabama. The firm was founded in 1999 as Capital Strategies Group, Inc. They are a wholly-owned subsidiary of Brookline Financial Partners, Inc. Brookline provides investment advice to individuals, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and other corporations and business entities. | Investment Managers | Corporate Officer/Principal | |
Northern Capital Securities Corp.
![]() Northern Capital Securities Corp. Investment Banks/BrokersFinance Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker. | Investment Banks/Brokers | Corporate Officer/Principal | |
SouthState DuncanWilliams Securities Corp.
![]() SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Pittsburgh | College/University | Doctorate Degree | |
Weaver C. Barksdale & Associates, Inc.
![]() Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Investment Managers | Analyst-Fixed Income | |
Regions Bank
![]() Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Auburn University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Florida International University | College/University | Graduate Degree Corporate Officer/Principal | |
Mississippi State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Masters Business Admin Masters Business Admin | |
Samford University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
The University of North Carolina at Wilmington | College/University | Masters Business Admin | |
University of South Alabama | College/University | Undergraduate Degree Undergraduate Degree | |
University of South Carolina | College/University | Masters Business Admin President Undergraduate Degree | |
First Commercial Bank (U.S.A.)
![]() First Commercial Bank (U.S.A.) Regional BanksFinance Part of Republic Bancorp, Inc. (Kentucky), First Commercial Bank (U.S.A.) is a financial institution based in Alhambra, CA. The bank offers personal and commercial banking services, including loans, online banking, bill pay, and international services. The company prides itself on putting the customer first and providing excellent service. The bank emphasizes online security and privacy and advises customers not to submit confidential information via email. In 2012, Republic Bank & Trust Co. (Louisville, Kentucky) acquired First Commercial Bank (U.S.A. from Federal Deposit Insurance Corp. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Cortado Capital LLC
![]() Cortado Capital LLC Investment ManagersFinance Cortado Capital LLC (Cortado Capital) is a venture capital firm founded by Nathaniel Harding, David Woods, and Mike Moradi in 2017. The firm is headquartered in Oklahoma. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Manderson Graduate School of Business At University of Alabama | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Undergraduate Degree | |
Bluerock Total Income+ Real Estate Fund
![]() Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Founder | |
APOLLO GLOBAL MANAGEMENT, INC. | Investment Managers | Corporate Officer/Principal | |
Apollo Realty Income Solutions, Inc.
![]() Apollo Realty Income Solutions, Inc. Real Estate Investment TrustsFinance Apollo Realty Income Solutions, Inc. operates as real estate investment trust. It is sole general partner of ARIS Operating Partnership LP and ARIS Special Limited Partner LLC. The company was founded on September 8, 2021 and is headquartered in Baltimore, MD. | Real Estate Investment Trusts | Chief Executive Officer | |
University of Tennessee | College/University | Undergraduate Degree | |
Innovation Depot, Inc.
![]() Innovation Depot, Inc. Investment ManagersFinance Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama. | Investment Managers | Chief Executive Officer | |
Birmingham Business Alliance
![]() Birmingham Business Alliance Miscellaneous Commercial ServicesCommercial Services Birmingham Business Alliance operates as economic development organization. The company is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
International Business Innovation Association, Inc.
![]() International Business Innovation Association, Inc. Miscellaneous Commercial ServicesCommercial Services International Business Innovation Association, Inc. is a non-profit organization, which engages in the provision of services to members and non-members that facilitate the building of high-impact entrepreneurial ecosystems in every type of community or industry. It offers global community membership, training and education, industry news and resources, designations and accreditations. The company is headquartered in Orlando, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Blue Cross & Blue Shield of Alabama
![]() Blue Cross & Blue Shield of Alabama Life/Health InsuranceFinance Blue Cross & Blue Shield of Alabama provides health insurance products and related services. It offers healthcare plans for individuals, families, Medicare beneficiaries, and groups. The firm also provides long term care and federal employee program which includes individual, family, and group health plan and Medicare Beneficiary Plans. The company was founded in 1936 and is headquartered in Birmingham, AL. | Life/Health Insurance | Corporate Officer/Principal | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
Founders Advisors LLC
![]() Founders Advisors LLC Investment ManagersFinance Founders Investment Banking LLC provides financial and strategic advisory services. It offers mergers and acquisition, restructuring, divesture, recapitalization, debt and equity financing, negotiation assistance, valuation, fairness opinion, and due diligence advisory services. The company was founded by Duane P. Donner II in 2003 and is headquartered in Birmingham, AL. | Investment Managers | President | |
SouthTrust Bank, NA (George West, Texas)
![]() SouthTrust Bank, NA (George West, Texas) Major BanksFinance SouthTrust Bank, NA provides banking services. It offers online banking, loans, and personal and business services. The company is headquartered in George West, TX. | Major Banks | Analyst-Equity | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Griffin Capital Credit Advisor LLC
![]() Griffin Capital Credit Advisor LLC Investment ManagersFinance Griffin Capital Credit Advisor LLC provides investment advisory services. The private company is based in El Segundo, CA. The CEO of the company is Kevin Alan Shields. | Investment Managers | Chief Investment Officer | |
BLUEROCK RESIDENTIAL GROWTH REIT, INC. | Real Estate Investment Trusts | Chief Executive Officer | |
Boxercraft, Inc.
![]() Boxercraft, Inc. Apparel/Footwear RetailRetail Trade Boxercraft, Inc. designs, markets and sells apparel. It offers casual styles for women, men, and kids. The firm provides jackets, leggings, headbands and sports. The company was founded by Jonathan R. Caroll in 1985 and is headquartered in Mableton, GA. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Amarok LLC
![]() Amarok LLC Miscellaneous Commercial ServicesCommercial Services Amarok LLC provides solutions for security needs. The firm's solutions encompass physical deterrent, shock deterrent, and alarm deterrent. It products options include virtual system access, key fobs, traffic lights, access integration, internal intrusion options, day and night system, haloes, forty-five degree lay-down fences, rooftop and wall fencing, and ground loop rings. The company was founded in 1973 by Bill Mullis and is headquartered in Columbia, SC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hudock, Inc.
![]() Hudock, Inc. Investment ManagersFinance Founded in 2003, Hudock Capital Group LLC is a registered investment advisor located in Williamsport, Pennsylvania. The firm was formerly known as Hudock Moyer Wealth Resources LLC. Hudock Capital offers investment advisory services to individuals, trusts, estates, not-for-profit organizations, corporations and other business entities. | Investment Managers | Founder |
Statistiques
Internationale
Etats-Unis | 50 |
Sectorielle
Finance | 30 |
Consumer Services | 14 |
Commercial Services | 4 |
Consumer Durables | 2 |
Technology Services | 2 |
Opérationnelle
Corporate Officer/Principal | 112 |
Undergraduate Degree | 76 |
Director/Board Member | 56 |
Portfolio Manager-Equities | 37 |
President | 28 |
Relations les plus connectées
Insiders | |
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Richard E. Anthony | 26 |
Randy Anderson | 26 |
Christine Zhao | 20 |
Wynetka Ann Reynolds | 18 |
Ghassan Shawli | 13 |
Joshua Mandell | 11 |
Andrew A. Sorensen | 10 |
Bobby Long | 10 |
Heath Terry | 10 |
Sean Kouplen | 8 |
Luke R. Tashie | 7 |
Leith Martin | 7 |
Chris Fleischmann | 7 |
Whit Kilgroe | 6 |
Devon Laney | 6 |
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