Provenance du réseau au premier degré de Trey M. Lambert
Entité | Type d'entité | Industrie | |
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The University of North Carolina at Chapel Hill
194
| College/University | Other Consumer Services | 194 |
Kenan-Flagler Business School
48
| College/University | Other Consumer Services | 48 |
UNC Kenan-Flagler Private Equity Fund
UNC Kenan-Flagler Private Equity Fund Investment ManagersFinance UNC Kenan-Flagler Private Equity Fund (UNC Kenan-Flagler) is a private equity subsidiary of KFBSF, Inc. founded in 2007 by Greg Brown. The firm is headquartered in Chapel Hill, North Carolina.
13
| Subsidiary | Investment Managers | 13 |
Latham & Watkins LLP
Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY.
13
| Private Company | Miscellaneous Commercial Services | 13 |
Womble Bond Dickinson Wealth Ltd.
Womble Bond Dickinson Wealth Ltd. Investment ManagersFinance Womble Bond Dickinson Wealth Ltd. (WBDW) is a wealth management firm headquartered in London, UK. The firm was founded in 2013 and is a subsidiary of Bond Dickinson Holdings Ltd., which is owned by Bond Dickinson LLP. WBDW provides investment and portfolio management services to individuals, institutional investors, organizations, trusts and charities.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Trey M. Lambert via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
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 | Masters Business Admin Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
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 Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Market Strategist | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
AEA Investors LP
AEA Investors LP Investment ManagersFinance AEA Investors LP (AEA Investors) is a private equity firm founded in 1968 by Rockefeller, Mellon & Harriman family interests and S.G. Warburg & Co, a subsidiary of AEA Holdings LLC. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
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, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income | |
Aether Investment Partners LLC
Aether Investment Partners LLC Investment ManagersFinance Aether Investment Partners LLC (Aether Investment Partners) is a private equity firm founded in 2008 by Sean A. Goodrich and Troy R. Schell. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Council for Entrepreneurial Development
Council for Entrepreneurial Development Miscellaneous Commercial ServicesCommercial Services Council for Entrepreneurial Development provides an interactive forum for entrepreneurs, investors, service professionals, academicians, researchers and public policy makers. Its services and programs include connections to capital, venture mentoring, and signature conferences empower member companies to go further. The company was founded in 1984 and is headquartered in Durham, NC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
PPC Investment Partners LP
PPC Investment Partners LP Investment ManagersFinance PPC Investment Partners LP (PPC Investment Partners) is a private equity firm founded in 2002 by Tony N. Pritzker and Jay Robert Pritzker. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Analyst-Fixed Income | |
MIRABELA NICKEL LIMITED | Other Metals/Minerals | Director/Board Member | |
Credit Suisse (New York Securities Branch)
Credit Suisse (New York Securities Branch) Regional BanksFinance Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking services. The company is based in New York, NY. | Regional Banks | Corporate Officer/Principal | |
TrueBridge Capital Partners LLC
TrueBridge Capital Partners LLC Investment ManagersFinance TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Comvest Partners, Inc.
Comvest Partners, Inc. Investment ManagersFinance Comvest Partners Inc (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Analyst | |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
ENCORE GROUP (USA) LLC | Finance/Rental/Leasing | Corporate Officer/Principal | |
University of Memphis | College/University | Undergraduate Degree | |
Keystone Capital Management LP
Keystone Capital Management LP Investment ManagersFinance Keystone Capital Management LP (Keystone Capital) is a private equity firm founded in 1994 by Kent P. Dauten and Scott L. Gwilliam. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Berens Capital Management LLC
Berens Capital Management LLC Investment ManagersFinance Berens Capital Management LLC (Berens Capital) is an independent hedge fund management firm headquartered in New York City. The firm was founded by Rodney Berens in 2000 and is a subsidiary of Alternative Investment Group LLC. Berens Capital provides investment advice to high net worth clients. | Investment Managers | Analyst-Equity | |
Cypress Hills Local Development Corp. (New York) | Local Agencies | Corporate Officer/Principal | |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
George Washington University | College/University | Undergraduate Degree | |
Ubisoft, Inc.
Ubisoft, Inc. Specialty StoresRetail Trade Part of Ubisoft Entertainment SA, Ubisoft, Inc. is a video game developer and publisher. The company is based in San Francisco, CA. The company creates popular game franchises such as Assassin's Creed, Just Dance, Tom Clancy's series, Rayman, Far Cry, and Watch Dogs. | Specialty Stores | Corporate Officer/Principal | |
Hatteras Capital Investment Management (Venture Capital)
Hatteras Capital Investment Management (Venture Capital) Investment ManagersFinance Hatteras Capital Investment Management (Hatteras Capital) is a venture capital firm, a subsidiary of Hatteras Funds LP founded in 2003. The firm is headquartered in Raleigh, North Carolina. | Investment Managers | Chief Investment Officer | |
Jackson National Life Distributors LLC
Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Insurance Brokers/Services | Corporate Officer/Principal | |
Camp Corral
Camp Corral Other Consumer ServicesConsumer Services Camp Corral is a national nonprofit organization that aims to transform the lives of children of wounded, ill, and fallen military heroes. The organization has served over 30,000 children from every state in the US through resilience-based programs that focus on the unique attributes and challenges shared by military-connected children. Camp Corral is based in Raleigh, NC. Camp Corral has grown to 22 camp sessions in 19 states and has served more than 24,000 children. The organization prioritizes registration for children of wounded, disabled, or fallen military service members. The CEO of the non-profit company is Leigh Longino. | Other Consumer Services | Director/Board Member | |
Chop't Creative Salad Co. LLC
Chop't Creative Salad Co. LLC RestaurantsConsumer Services Chop't Creative Salad Co. LLC engages in the management and owning of restaurants, which specializes in gourmet chopped salads. It offers rolled out seasonal salads featuring ingredients, including the Hong Kong Cobb, Madrid Caesar, and spicy souvlaki Cobb. The firm also provides wheat pasta and soups. The company was founded by Colin McCabe and Tony Shure in 2001 and is headquartered in New York, NY. | Restaurants | Director/Board Member | |
Morehead Capital Management LLC
Morehead Capital Management LLC Investment ManagersFinance Morehead Capital Management LLC (Morehead Capital) is a private equity subsidiary of Investors Management Corp founded in 2008. The firm is headquartered in Raleigh, North Carolina. | Investment Managers | Private Equity Analyst |
Statistiques
Internationale
Etats-Unis | 50 |
Australie | 2 |
Sectorielle
Finance | 35 |
Consumer Services | 11 |
Commercial Services | 3 |
Non-Energy Minerals | 2 |
Government | 2 |
Opérationnelle
Corporate Officer/Principal | 107 |
Undergraduate Degree | 101 |
Director/Board Member | 92 |
Analyst-Equity | 53 |
Private Equity Investor | 43 |
Relations les plus connectées
Insiders | |
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Sunil Nagaraj | 26 |
Thomas Ross | 16 |
John Pontius | 13 |
Joseph R. Thornton | 12 |
Amitav Virmani | 12 |
Stephanie Nieman | 12 |
Sam C. Tetlow | 11 |
Jackson Phillips | 10 |
Ethan Wang | 9 |
Randy Myer | 9 |
Justin Wright-Eakes | 9 |
Hunter Powell | 8 |
Craig Bijou | 8 |
Erin Gray | 8 |
Nick Jean-Baptiste | 8 |
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