Matt Stith
Directeur de la Recherche - Actions chez Bartlett & Co. Wealth Management LLC
Provenance du réseau au premier degré de Matt Stith
Entité | Type d'entité | Industrie | |
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Miami University
145
| College/University | Other Consumer Services | 145 |
Wake Forest University
110
| College/University | Other Consumer Services | 110 |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
30
| Subsidiary | Investment Managers | 30 |
First Union Securities
23
| Extinct | Major Banks | 23 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
21
| Extinct | Investment Managers | 21 |
Bartlett & Co. Wealth Management LLC
Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans.
16
| Subsidiary | Investment Managers | 16 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Matt Stith via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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C.R. BARD | Medical Specialties | Corporate Officer/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 | Corporate Officer/Principal Analyst-Equity | |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
KROGER CO. (THE) | Food Retail | Investor Relations Contact Private Equity Investor | |
PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Corporate Officer/Principal | |
Gilder, Gagnon, Howe & Co. LLC
Gilder, Gagnon, Howe & Co. LLC Investment ManagersFinance Gilder Gagnon Howe & Co. LLC (GGHC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Gilder in 1968. GGHC provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, LLC’s, partnerships, pension and profit-sharing plans, and investment clubs. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Stadium Capital Management LLC
Stadium Capital Management LLC Investment ManagersFinance Founded in 1999, Stadium Capital Management LLC (SCM) is a hedge fund manager headquartered in New Canaan, Connecticut. The firm serves as the investment advisor to certain investment limited partnerships and, from time to time, as an investment advisor to other accounts. SCM is the general partner of Stadium Capital Management GP LP, a Delaware limited partnership that serves as general partner of certain investment limited partnership clients of SCM. | Investment Managers | Corporate Officer/Principal | |
LUMINEX CORPORATION | Medical Specialties | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Xavier University | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
DePaul University | College/University | Masters Business Admin Graduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Kentucky University | College/University | Masters Business Admin Masters Business Admin | |
Cintrifuse Fund Management LLC
Cintrifuse Fund Management LLC Investment ManagersFinance Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Consultant / Advisor Director of Finance/CFO | |
Connetic Ventures LLC
Connetic Ventures LLC Investment ManagersFinance Connetic Ventures LLC (Connetic Ventures) is a venture capital firm founded in 2014 by Kyle Schlotman and Brad Zapp . The firm is headquartered in Covington, Kentucky. | Investment Managers | Director/Board Member Founder | |
Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Princeton University | College/University | Corporate Officer/Principal Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Franklin Templeton Private Portfolio Group LLC
Franklin Templeton Private Portfolio Group LLC Investment ManagersFinance Franklin Templeton Private Portfolio Group LLC (FTPPG) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2007 as Legg Mason Private Portfolio Group LLC and changed their name to Franklin Templeton Private Portfolio Group LLC in 2022. They are a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). FTPPG, together with their subadvisors, provides investment advisory services for a wide range of clients in sponsor firm investment programs such as individuals, pension and profit-sharing plans, endowments, foundations, unions and state and local governmental entities. The firm also manages wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
Al-Ahlia Holding Co. KSCC
Al-Ahlia Holding Co. KSCC Investment Trusts/Mutual FundsMiscellaneous Al-Ahlia Holding Co. KSCC operates as a holding company with interest in providing investment services. Its services include portfolio and fund management, instruments, guarantees, securities, lending, brokerage and trading. The company was founded in 1974 and is headquartered in Safat, Kuwait. | Investment Trusts/Mutual Funds | Director/Board Member | |
AL SAFAT INVESTMENT COMPANY K.S.C. | Real Estate Development | Director/Board Member | |
AL-ARABIYA REAL ESTATE COMPANY K.S.C.P. | Real Estate Development | Director/Board Member | |
WideOpenWest Networks LLC
WideOpenWest Networks LLC Specialty TelecommunicationsCommunications WideOpenWest Networks LLC provides Internet, digital cable television and telephone services. It offers battery replacements, video on demand, voice data and PBX phony services. The firm also provides data feeds, wireless devices and connectivity services. The company was founded in November 2011 and is headquartered in Englewood, CO. | Specialty Telecommunications | Corporate Officer/Principal | |
Hobbs Bonded Fibers LLC
Hobbs Bonded Fibers LLC TextilesProcess Industries Hobbs Bonded Fibers LLC engages in developing and manufacturing specialty nonwoven products for industrial and consumer markets. The company was founded by Carey Hobbs in 1962 and is headquartered in Waco, TX. | Textiles | Director/Board Member | |
Essential Ingredients, Inc.
Essential Ingredients, Inc. Chemicals: SpecialtyProcess Industries Essential Ingredients, Inc. manufactures personal care products. Its products include colors, conditioners, ecocert, emollients, emulsifiers, exfoliants and fragrances. The company was founded by Chris D. Gerlach and Kristopher R. Maynard in 1996 and is headquartered in Lawrenceville, GA. | Chemicals: Specialty | Chief Executive Officer | |
Bank of America, NA (Charlotte, North Carolina)
Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
Citigroup Private Equity LP
Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Viewpoint Securities LLC
Viewpoint Securities LLC Investment Banks/BrokersFinance Viewpoint Securities LLC provides investment banking and merchant banking services. The private company is based in La Jolla, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Early Stage Partners
Early Stage Partners Investment ManagersFinance Early Stage Partners (Early Stage Partners) is a venture capital firm founded in 2001 by Jonathan Murray. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Private Equity Investor | |
GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Comptroller/Controller/Auditor | |
Federal Reserve Bank of Boston | General Government | Corporate Officer/Principal | |
Reliant Immune Diagnostics, Inc.
Reliant Immune Diagnostics, Inc. Information Technology ServicesTechnology Services Reliant Immune Diagnostics, Inc. develops diagnostic tests for detection of certain allergies, infections and diseases. The company was founded by Henry Joseph Legere III and Mark H. Deemer in June 2015 and is headquartered in Austin, TX. | Information Technology Services | Chief Operating Officer | |
Vanderbilt University | College/University | Doctorate Degree |
Statistiques
Internationale
Etats-Unis | 44 |
Koweït | 4 |
Royaume-Uni | 2 |
Sectorielle
Finance | 22 |
Consumer Services | 16 |
Health Technology | 3 |
Process Industries | 3 |
Retail Trade | 2 |
Opérationnelle
Corporate Officer/Principal | 146 |
Director/Board Member | 137 |
Undergraduate Degree | 99 |
Portfolio Manager-Equities | 49 |
Masters Business Admin | 49 |
Relations les plus connectées
Insiders | |
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Maribeth Rahe | 25 |
Katie P. Kurtz | 19 |
Jamie Miller | 18 |
Richard Baum | 17 |
Mike Bunker | 16 |
Ryan Lee Langdon | 15 |
Richard Afable | 15 |
Jay Helvey | 15 |
Mark Haidet | 15 |
Robert Alexander | 13 |
Joe B. Alala | 13 |
Anthony Williams | 12 |
Michael Byrum | 12 |
Douglas Weir Fleming | 12 |
David Krauskopf | 11 |
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