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Sergio Saavedra
Analyst-Equity chez Augustine Asset Management, Inc.
Provenance du réseau au premier degré de Sergio Saavedra
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of North Florida
8
| College/University | Other Consumer Services | 8 |
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.
6
| Private Company | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sergio Saavedra via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Moody Aldrich Partners LLC
![]() Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Investment Managers | Founder | |
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 Notre Dame | College/University | Undergraduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
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 | |
Intrepid Capital Management, Inc. (Florida)
![]() Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Investment Managers | Analyst-Equity Trading-Equity | |
Boston College | College/University | Masters Business Admin | |
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 | Masters Business Admin | |
Stony Brook University | College/University | Undergraduate Degree | |
Syracuse University | College/University | Masters Business Admin | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
University of Florida | College/University | Graduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
University of Phoenix | College/University | Undergraduate Degree | |
High Street Capital
![]() High Street Capital Investment ManagersFinance High Street Capital (High Street) is a private equity firm founded in 1997 by Joseph R. Katcha and Kent C. Haeger. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Tatum LLC
![]() Tatum LLC Miscellaneous Commercial ServicesCommercial Services Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA. | Miscellaneous Commercial Services | Private Equity Investor | |
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 | |
Heritage Capital Group, Inc.
![]() Heritage Capital Group, Inc. Regional BanksFinance Heritage Capital Group, Inc. is a business advisory firm that offers resources for mergers and acquisitions, strategic consulting, and restructure and reorganize services. The private company is based in Jacksonville, FL. The company is a founding member of M & A International, now Oaklins International, an organization with offices worldwide. The company has 800 professionals in 60 offices operating in 40 countries. The company has expertise in various industries such as business to business, business to consumer, healthcare, logistics, manufacturing, real estate, and technology. The company has a technology advisor who has the experience and resources to quickly understand the technologies that drive your company. The CEO of the company is Donald C. Wiggins. | Regional Banks | Consultant / Advisor | |
Turnaround Management Association
![]() Turnaround Management Association Miscellaneous Commercial ServicesCommercial Services Turnaround Management Association is a organization that provides turnaround management, corporate restructuring and distressed investing services. Its members include turnaround practitioners, attorneys, accountants, investors, lenders, venture capitalists, appraisers, liquidators, executive recruiters, and consultants, as well as academic, government, and judicial employees. The company was founded by Thomas J. Allison, Jay Alix, C. Charles Bahr, Jacques H. Belet, Donald B. Bibeault, Gary Brooks Gerald, P. Buccino, John Butler, Melanie Rovner Cohen, John M. Collard, Marvin A. Davis, Peter Dusenberre, Timothy F. Finley, Kenneth E. Glass, Frank Grisanti, David Hansing, William J. Hass, Thomas D. Hays, William K. Marrinan, F. Richard Matthews, Kevin McConnaghy, Gilbert C. Osnos, Victor Palmieri, Peter Pellitier, Sanford C. Sigoloff, Jack R. Stone, James Sullivan, Rollie Tillman, Peter Tourtellot, John Whitney and Carl M. Youngman in 1991 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
University of National & World Economy | College/University | Graduate Degree | |
Palm Beach State College | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Butensky & Cohen Financial Security, Inc.
![]() Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
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 | |
JPMorgan Asset Management Private Equity
![]() JPMorgan Asset Management Private Equity Investment ManagersFinance JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Jacksonville Wealth Management LLC
![]() Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Investment Managers | Analyst-Equity | |
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. | Investment Managers | Analyst-Equity |
Statistiques
Internationale
Etats-Unis | 31 |
Bulgarie | 2 |
Sectorielle
Consumer Services | 16 |
Finance | 15 |
Commercial Services | 3 |
Opérationnelle
Undergraduate Degree | 14 |
Analyst-Equity | 9 |
Portfolio Manager-Equities | 8 |
Masters Business Admin | 8 |
Corporate Officer/Principal | 6 |
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