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Michael Allende
Analyst-Equity chez Castle Wealth Management LLC
Provenance du réseau au premier degré de Michael Allende
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of North Florida
6
| College/University | Other Consumer Services | 6 |
Castle Wealth Management LLC
![]() Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities.
3
| Private Company | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Michael Allende via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Augustine Asset Management, Inc.
![]() Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Investment Managers | Analyst-Equity | |
Sawgrass Asset Management LLC
![]() Sawgrass Asset Management LLC Investment ManagersFinance Sawgrass Asset Management LLC (Sawgrass) is a SEC-registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was founded in 1998 by its principals Andrew Cantor, Dean McQuiddy, and Brian Monroe. They are a wholly-owned subsidiary of Sawgrass Asset Management, Inc. (SAM). Sawgrass provides active equity and fixed income investment management services to institutional investors. | Investment Managers | Analyst-Equity | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity | |
Stony Brook University | College/University | Undergraduate Degree | |
Florida International University | College/University | Graduate Degree | |
Saint Vincent College | College/University | Undergraduate Degree | |
University of Florida | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Investment Managers | Analyst-Equity | |
Palm Beach State College | College/University | Undergraduate Degree | |
PS27 Ventures LLC
![]() PS27 Ventures LLC Investment ManagersFinance PS27 Ventures LLC (PS27 Ventures) is an venture capital firm founded in 2012 by James B. Stallings. The firm is headquartered in Jacksonville, Florida. | Investment Managers | Corporate Officer/Principal | |
Kennedy Lewis Investment Management LLC
![]() Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
JAX Chamber
![]() JAX Chamber Miscellaneous Commercial ServicesCommercial Services JAX Chamber is an organization that aims to promote economic growth and job creation. The private company is based in Jacksonville, FL. The company offers membership to individuals and businesses looking to connect with other members and stay up-to-date on events and news. The CEO of the company is Daniel Davis. | Miscellaneous Commercial Services | Director/Board Member | |
St. Vincent's HealthCare | Director/Board Member | ||
startGNV | Director/Board Member | ||
Synapse Florida | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 18 |
Sectorielle
Consumer Services | 8 |
Finance | 7 |
Commercial Services | 2 |
Opérationnelle
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 4 |
Analyst-Equity | 4 |
Director/Board Member | 4 |
Masters Business Admin | 2 |
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