![Troy E. Willis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Troy E. Willis
Head-Fixed Income Invts chez Principal Street Partners LLC
Provenance du réseau au premier degré de Troy E. Willis
Entité | Type d'entité | Industrie | |
---|---|---|---|
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
27
| Subsidiary | Investment Managers | 27 |
Principal Street Partners LLC
![]() Principal Street Partners LLC Investment ManagersFinance Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act.
6
| Private Company | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Troy E. Willis via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Rochester Christian University | College/University | Masters Business Admin Masters Business Admin | |
General Motors Investment Management Corp.
![]() General Motors Investment Management Corp. Investment ManagersFinance General Motors Investment Management Corp. (GMIM) is a pension fund manager headquartered in New York City. The firm was founded in 1990 and is a wholly-owned subsidiary of General Motors Asset Management Corp., a holding company that is wholly-owned by General Motors Co. (NYSE: GM). Their clients largely consist of GM-affiliated pension plans (defined benefit and defined contribution employee benefit plans, including ERISA plans), for which GMIM serves as named fiduciary for investment purposes. Other clients includes a registered closed-end investment company, a charitable organization, private investment funds, and certain other governmental and financial entities. | Investment Managers | Corporate Officer/Principal | |
Marsico Capital Management LLC
![]() Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Analyst-Equity | |
Steel Grove Capital Advisors LLC
![]() Steel Grove Capital Advisors LLC Investment ManagersFinance Steel Grove Capital Advisors LLC (Steel Grove) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn and Steve Sansom in 2001 and formerly known as Green Square Capital LLC. Steel Grove offers investment advisory services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. | Investment Managers | Founder Chief Investment Officer Trading-Equity | |
Deutsche Bank AG, New York Branch
![]() Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Lord Abbett Distributor LLC
![]() Lord Abbett Distributor LLC Investment Banks/BrokersFinance Founded in 1996, Lord Abbett Distributor LLC is a brokerage services provider. The company is based in Jersey City, NJ and is a subsidiary of Lord, Abbett & Co. LLC. | Investment Banks/Brokers | Director of Research - Equity | |
HSBC Securities (USA), Inc.
![]() HSBC Securities (USA), Inc. Regional BanksFinance Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities. | Regional Banks | Market Strategist | |
Federal Reserve Bank of Dallas | General Government | Analyst-Equity | |
Credit Suisse (USA), Inc.
![]() Credit Suisse (USA), Inc. Investment Banks/BrokersFinance Credit Suisse (USA), Inc. provides investment services. It offers securities underwriting and trading, mergers & acquisitions advice, research, private equity investment & derivative, and risk management services. The company was founded in 1959 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ullico Investment Advisors, Inc.
![]() Ullico Investment Advisors, Inc. Investment ManagersFinance Ullico Investment Advisors, Inc. (UIA) is a registered investment advisor and hedge fund manager headquartered in Silver Spring, Maryland. The firm is a wholly-owned subsidiary of Ullico, Inc., a privately held stock company. UIA provides investment management services to institutional investors through (i) separately managed accounts, (ii) privately offered commingled investment funds, and (iii) UIA’s affiliates. | Investment Managers | Analyst-Fixed Income | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate 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 | Market Strategist | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
Dartmouth College | 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 | Masters Business Admin | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
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 | Analyst-Fixed Income | |
Birla Institute of Technology & Science | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree | |
US Military Academy | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Royal Bank of Scotland (New York Branch)
![]() Royal Bank of Scotland (New York Branch) Major BanksFinance Part of NatWest Group Plc, Royal Bank of Scotland (New York Branch) is a commercial banking services provider. The company is based in New York, NY. | Major Banks | Market Strategist | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin | |
Gymboree Holding Corp.
![]() Gymboree Holding Corp. Apparel/Footwear RetailRetail Trade Gymboree Holding Corp. operates as a holding company, which engages in retail of clothes and accessories of children. It offers tops, jackets, bottoms, dresses, swim wears, and other accessories. The company was founded in 2017 and is headquartered in San Francisco, CA. | Apparel/Footwear Retail | Director/Board Member | |
ALPS Advisors, Inc.
![]() ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Chief Investment Officer | |
University of Houston
![]() University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree | |
Morgan Stanley & Co. International Plc
![]() Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions. | Investment Banks/Brokers | Market Strategist | |
McCombs School of Business | College/University | Undergraduate Degree | |
Washington & Lee University | College/University | Undergraduate Degree | |
Goizueta Business School-Emory | College/University | Masters Business Admin | |
SMC Fixed Income Management LLC
![]() SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 45 |
Inde | 2 |
Royaume-Uni | 2 |
Sectorielle
Finance | 26 |
Consumer Services | 21 |
Government | 2 |
Retail Trade | 2 |
Opérationnelle
Analyst-Equity | 45 |
Undergraduate Degree | 33 |
Corporate Officer/Principal | 29 |
Portfolio Manager-Equities | 28 |
Masters Business Admin | 19 |
Relations les plus connectées
Insiders | |
---|---|
Rashique A. Rahman | 10 |
Thomas Blakey | 10 |
Krishna Memani | 10 |
David Nadel | 10 |
Brian Hickey | 10 |
Jim Leach | 9 |
Darrell Lane Horn | 9 |
Ivo D. Turkedjiev | 8 |
Tim Pynchon | 8 |
Sergei V. Polevikov | 7 |
Eric Hewitt | 7 |
Brent Michael Lium | 6 |
Allison Lewis | 6 |
James Reid Holman | 6 |
Daniel Joseph Hozian | 6 |
- Bourse
- Insiders
- Troy E. Willis
- Connexions Sociétés