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Matthew Aaron Stephenson
Plus aucun poste en cours
Provenance du réseau au premier degré de Matthew Aaron Stephenson
Entité | Type d'entité | Industrie | |
---|---|---|---|
Alta Capital Management LLC
![]() Alta Capital Management LLC Investment ManagersFinance Alta Capital Management LLC (Alta Capital) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 1981 and is principally owned by Guardian Capital LLC, ultimately owned by Guardian Capital Group Ltd. (TSE: GCG) in Canada. Alta Capital provides management services to institutional and private investors.
9
| Subsidiary | Investment Managers | 9 |
Andina Capital Management LLC
![]() Andina Capital Management LLC Investment ManagersFinance Andina Capital Management LLC (dba Andina Family Offices) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lehi, Utah. The firm was co-founded by Eric Barlow and J. Brett Belliston in 2009. They provide comprehensive planning, investing and reporting services to high-net-worth families, individuals and business owners.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Matthew Aaron Stephenson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
University of Utah | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Boss Enterprises Group LLC
![]() Boss Enterprises Group LLC Investment ManagersFinance Boss Enterprises Group LLC (The Boss Group) is a private equity firm founded in 2004 by George Boss. The firm is headquartered in Houston, Texas. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs International
![]() Goldman Sachs International Investment Banks/BrokersFinance Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals. | Investment Banks/Brokers | Analyst-Equity | |
Sofara, Inc.
![]() Sofara, Inc. Investment ManagersFinance Sofara, Inc. is a financial group that provides investment and retirement advice to individuals and employers. The private company is based in San Jose, CA and was founded by Jim Aaron Horton. The company is a fiduciary, meaning their advisors prioritize the best interests of their clients. Sofara offers customized strategies for saving and investing, with low fees and a variety of investment products tailored to individual situations. The company also specializes in retirement income planning, helping clients create long-term income strategies based on their needs. | Investment Managers | Founder | |
BYU Marriott School | College/University | Undergraduate Degree | |
Utah State University | College/University | Undergraduate Degree | |
Goldman Sachs Capital Partners
![]() Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Townsquare Capital LLC
![]() Townsquare Capital LLC Investment ManagersFinance TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments. | Investment Managers | Chief Executive Officer | |
Micro Benefits Financial Consulting (Suzhou) Co., Ltd.
![]() Micro Benefits Financial Consulting (Suzhou) Co., Ltd. Miscellaneous Commercial ServicesCommercial Services Micro Benefits Financial Consulting (Suzhou) Co., Ltd. engages in the provision of financial information, and business management consulting services. Its business activities include development and sale of software products, and wholesale business. The company was founded on July 2, 2010 and is headquartered in Suzhou, China. | Miscellaneous Commercial Services | Director/Board Member | |
The K Fund
![]() The K Fund Investment ManagersFinance The K Fund (The K Fund) is a private equity firm founded in 2014. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
University of Wisconsin | College/University | Undergraduate Degree | |
Wasatch Advisors, Inc.
![]() Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | Corporate Officer/Principal | |
Meridian Capital Management, Inc.
![]() Meridian Capital Management, Inc. Investment ManagersFinance Meridian Capital Management, Inc. provides investment advice. The private company is based in Seal Beach, CA. The company was founded by Eric Stephan Barlow. | Investment Managers | Founder | |
ZB, NA (Investment Management)
![]() ZB, NA (Investment Management) Major BanksFinance ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities. | Major Banks | Portfolio Manager-Equities | |
Hoover Ferguson Group, Inc.
![]() Hoover Ferguson Group, Inc. Containers/PackagingProcess Industries Hoover Ferguson Group, Inc. provides chemical tanks, cargo carrying units and other related products. Its products include metal barrels, drums, pails, industrial vessels and tanks. The firm also provides packaging logistics to chemical, petrochemical, and food processing companies. The company was founded in 1911 and is headquartered in Houston, TX. | Containers/Packaging | Chief Executive Officer | |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
FORD MOTOR COMPANY | Motor Vehicles | Corporate Officer/Principal | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
![]() Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Merrill Lynch Investment Managers LP
![]() Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 26 |
Royaume-Uni | 2 |
Australie | 2 |
Chine | 2 |
Sectorielle
Finance | 20 |
Consumer Services | 6 |
Commercial Services | 2 |
Process Industries | 2 |
Consumer Durables | 2 |
Opérationnelle
Corporate Officer/Principal | 14 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 9 |
Analyst-Equity | 4 |
Founder | 4 |
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