Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.
Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.
Below is the list of Top 50 Investment Management Startups And Companies in North Carolina ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: North Carolina
Website: captrustadvisors.com
Company Founded: 1989
Company Size: 501-1000
Company Address: 4208 Six Forks Road, Raleigh, North Carolina, United States
Captrust Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mario Giganti | Senior Vice President | Financial Advisor | |||
Chad Griffeth | Vice President | Financial Advisor | |||
Timothy Rice | Principal | |||
Braxton Barnes | Financial Advisor | |||
Mike Molewski | Principal | Financial Advisor | |||
Advisor Paul Schaffer | Senior Vice President | |||
Brent Hartman | Investment Strategist |
Industry: Investment Management
Location: North Carolina
Website: auerbachfunds.com
Company Size: 1-10
Company Address: 6000 Fairview Road, Charlotte, North Carolina, United States
Auerbach Funds Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Peter Auerbach | Managing Partner |
Industry: Investment Management
Location: North Carolina
Website: dhgwa.com
Company Founded: 2000
Company Size: 11-50
Company Address: 500 Ridgefield Court, Asheville, North Carolina, United States
Dixon Hughes Goodman Wealth Advisors Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ppc Jason Lunsford | Retirement Plan Services Practice Leader And Advisor | |||
Ellen Lindh | Financial Advisor | |||
David Winn | Financial Advisor | |||
Jason Lunsford | Retirement Plan Services Practice Leader And Advisor | |||
Paul Harteg | Paul J Harteg, Cfpâ , Aif |
Industry: Investment Management
Location: North Carolina
Website: sterling-capital.com
Company Founded: 1970
Company Size: 201-500
Company Address: 4350 Congress Street, Charlotte, North Carolina, United States
Sterling Capital Management Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Julie Douglass | Executive Assistant And Accountant | |||
Mike Ogles | It Director | |||
Betty Wilson | Human Resource Director | |||
Ryan Black | Manager Of Investment Operations | |||
Colin Ducharme | Executive Director | |||
Anthony Corallo | Executive Director | |||
William Lauber | Senior Wealth Advisor |
Industry: Investment Management
Location: North Carolina
Website: horizoninvestments.com
Company Founded: 1995
Company Size: 51-200
Company Address: 6210 Ardrey Kell Road, Charlotte, North Carolina, United States
Horizon Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Drahzal | Head Of Distribution | |||
Melissa Wendt | Regional Director, Midwest Territory | |||
Alice Heath | Director, Internal Sales Desk | |||
Carlos Barbosa | Eastern Divisional Director | |||
Héctor Zamora | Maintenance Supervisor |
Industry: Investment Management
Location: North Carolina
Company Founded: 2012
Company Size: 11-50
Company Address: 639 Executive Place, Fayetteville, North Carolina, United States
Aafmaa Wealth Management & Trust Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Galing | Relationship Manager | |||
Rob Rea | Relationship Manager | |||
Tony Babich | Relationship Manager | |||
Cinthia Wilkinson | Relationship Manager | |||
Laura Anderson | Underwriting Support Specialist | |||
Laura Campos | Underwriting Support Specialist | |||
Steve Galing | Relationship Manager |
Industry: Investment Management
Location: North Carolina
Website: bbridgecapital.com
Company Founded: 2011
Company Size: 11-50
Blackbridge Capital, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bridger Pennington | Founder And Managing Director | |||
Soham Awon | Associate | |||
Paul Kirrane | General Manager |
Industry: Investment Management
Location: North Carolina
Company Founded: 2003
Company Size: 1-10
Company Address: 13806 Ballantyne Corporate Place, Charlotte, North Carolina, United States
Tara Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mohammad Gharavi | General Manager | |||
Tyler Dockery | Hospitality Management Prefessional | |||
Britton Delis | Assistant General Manager | |||
Daniel Galligan | Owner | |||
Karen Keys | Vice President |
Industry: Investment Management
Location: North Carolina
Website: blueprintip.com
Company Founded: 2013
Company Size: 1-10
Company Address: 1250 Revolution Mill Drive, Greensboro, North Carolina, United States
Blueprint Investment Partners Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mike Carlone | National Sales Director |
Industry: Investment Management
Location: North Carolina
Website: morgancreekcap.com
Company Founded: 2004
Company Size: 11-50
Company Address: 301 West Barbee Chapel Road, Chapel Hill, North Carolina, United States
Morgan Creek Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Forstl | Managing Director, Head Of Intermediary Distribution | |||
Morgan Ayers | Branch President At Morgan Creek Capital Management |
Industry: Investment Management
Location: North Carolina
Website: internationalfarming.com
Company Size: 51-200
Company Address: 1291 Highway 258 North, Kinston, North Carolina, United States
International Farming Corporation, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ellen Farino | Associate | |||
Danny Blalock | Vice President Of Ag Services | |||
Blake Gray | Regional Agronomic Account Manager |
Industry: Investment Management
Location: North Carolina
Website: trentcap.com
Company Founded: 1996
Company Size: 11-50
Trent Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Nicole Reed | Manager | |||
Greg Young | Financial Advisor | |||
Walt Parker | Chief Pilot | |||
Jason Whittington | Financial Advisor | |||
Bob May | Chief Investment Officer |
Industry: Investment Management
Location: North Carolina
Website: assetgrowthpartners.com
Company Founded: 2017
Company Size: 11-50
Company Address: 6302 Fairview Road, Charlotte, North Carolina, United States
Asset Growth Partners, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
F Andrew Thinnes | Manager | |||
Lin Bercher | Advisory Board Member |
Industry: Investment Management
Location: North Carolina
Website: frontiercapital.com
Company Founded: 1999
Company Size: 51-200
Company Address: 1111 Metropolitan Avenue, Charlotte, North Carolina, United States
Frontier Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bob Froetscher | Operating Partner |
Industry: Investment Management
Location: North Carolina
Website: carolinasinvest.com
Company Founded: 2001
Company Size: 11-50
Company Address: 5605 Carnegie Boulevard, Charlotte, North Carolina, United States
Carolinas Investment Consulting Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ivan Lukic | Portfolio Analyst | |||
Molly Peecher | Relationship Manager |
Industry: Investment Management
Location: North Carolina
Website: corrumcapital.com
Company Founded: 2013
Company Size: 11-50
Company Address: 1300 South Church Street, Charlotte, North Carolina, United States
Corrum Capital Management Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gregory Casey | Managing Director | |||
Casey Corum | Managing Director |
Industry: Investment Management
Location: North Carolina
Website: 25capital.com
Company Founded: 2011
Company Size: 11-50
25 Capital Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Adam Webb | Director | |||
Steve Mcnally | Vice President Construction |
Industry: Investment Management
Location: North Carolina
Website: dukeimpact.org
Company Size: 11-50
Duke Impact Investing Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Miles Underwood | Consulting Analyst |
Industry: Investment Management
Location: North Carolina
Website: globalbankerscapital.com
Company Founded: 2017
Company Size: 11-50
Global Bankers Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Krishnan Harihara | Managing Director - Structured Finance |
Industry: Investment Management
Location: North Carolina
Website: christianinvestmentforum.org
Company Founded: 2011
Company Size: 1-10
Christian Investment Forum Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rick Laymon | Member Firm At Christian Investment Forum |
Industry: Investment Management
Location: North Carolina
Website: bcbsncfoundation.org
Company Size: 11-50
Company Address: P/o Box 2291, Durham, North Carolina, United States
Blue Cross And Blue Shield Of North Carolina Foundation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cynthia Harris | Business Analyst |
Industry: Investment Management
Location: North Carolina
Website: rivermont.com
Company Founded: 2017
Company Size: 1-10
Company Address: 200 North Mangum Street, Durham, North Carolina, United States
Rivermont Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Lemanski | Chief Executive Officer |
Industry: Investment Management
Location: North Carolina
Website: holdernessinvestments.com
Company Founded: 1995
Company Size: 1-10
Company Address: 2102 North Elm Street, Greensboro, North Carolina, United States
Holderness Investments Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hannah Decker | Investment Advisor Assistant |
Industry: Investment Management
Location: North Carolina
Website: investormanagementservices.com
Company Founded: 2015
Company Size: 51-200
Investor Management Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ashley Cisson | Property Manager | |||
Ashley Boyd | Property Manager | |||
Stephanie Johnson | Director Of Financial Management |
Industry: Investment Management
Location: North Carolina
Website: anchorcap.us
Company Founded: 2008
Company Size: 1-10
Company Address: 3105 Glenwood Avenue, Raleigh, North Carolina, United States
Anchor Capital Management Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tim Krongard | Partner |
Industry: Investment Management
Location: North Carolina
Website: sandlapperwealth.com
Company Founded: 2012
Company Size: 1-10
Sandlapper Wealth Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jack Bixler | Executive Vice President - National Sales Manager |
Industry: Investment Management
Location: North Carolina
Website: qmscapital.com
Company Size: 11-50
Company Address: 240 Leigh Farm Road, Durham, North Carolina, United States
Qms Capital Management Lp Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Daryl Caldwell | Principal At Qms Capital Management |
Industry: Investment Management
Location: North Carolina
Company Founded: 2013
Company Size: 1-10
Company Address: 555 Fayetteville Street, Raleigh, North Carolina, United States
Tiverton Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Christian Ramirez | Principal |
Industry: Investment Management
Location: North Carolina
Website: jerniganfinancial.com
Company Size: 1-10
Company Address: P/o Box 1851, Fayetteville, North Carolina, United States
Jernigan Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jake Jernigan | Investment Advisor |
Industry: Investment Management
Location: North Carolina
Website: riverrockcapitalpartners.com
Company Founded: 2010
Company Size: 11-50
Company Address: 8015 West Kenton Circle, Huntersville, North Carolina, United States
River Rock Capital Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Oakes | General Counsel |
Industry: Investment Management
Location: North Carolina
Website: sapere.com
Company Size: 11-50
Company Address: 130 Matthews Station Street, Matthews, North Carolina, United States
Sapere Wealth Management Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Carlton Dixon | Owner, Sapere Wealth Management |
Industry: Investment Management
Location: North Carolina
Website: parsecfinancial.com
Company Founded: 1980
Company Size: 51-200
Company Address: 6 Wall Street, Asheville, North Carolina, United States
Parsec Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Laura Greene | Operations Associate |
Industry: Investment Management
Location: North Carolina
Website: nabellwinslow.com
Company Founded: 2013
Company Size: 1-10
Company Address: 211 Racine Drive, Wilmington, North Carolina, United States
Nabell Winslow Investments & Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Steve Fleming | Investment Advisor Representative |
Industry: Investment Management
Location: North Carolina
Website: fountainfinancial.net
Company Founded: 1998
Company Size: 1-10
Company Address: 1209 Culbreth Drive, Wilmington, North Carolina, United States
Fountain Financial Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chrystel Bagrou | Intern |
Industry: Investment Management
Location: North Carolina
Website: altavistawealth.com
Company Founded: 2003
Company Size: 11-50
Company Address: 4 Vanderbilt Park Drive, Asheville, North Carolina, United States
Altavista Wealth Management, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Karen Coble | Trust Services Director |
Industry: Investment Management
Location: North Carolina
Website: amundismithbreeden.com
Company Founded: 1982
Company Size: 51-200
Company Address: 280 South Mangum Street, Durham, North Carolina, United States
Amundi Smith Breeden Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Milagros Cruz | Manager |
Industry: Investment Management
Location: North Carolina
Website: investorsmanagement.com
Company Founded: 1971
Company Size: 11-50
Company Address: 801 North West Street, Raleigh, North Carolina, United States
Investors Management Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kristen Jacot | Executive Assistant To The Chief Executive Officer And Chief Financial Officer, Event Planner |
Industry: Investment Management
Location: North Carolina
Website: summitparkllc.com
Company Founded: 2006
Company Size: 11-50
Company Address: 300 South Tryon Street, Charlotte, North Carolina, United States
Summit Park, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kefa Ogwankwa | Nurse |
Industry: Investment Management
Location: North Carolina
Website: cherokeefund.com
Company Size: 11-50
Company Address: 111 East Hargett Street, Raleigh, North Carolina, United States
Cherokee Investment Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Irving Cohen | Partner |
Industry: Investment Management
Location: North Carolina
Website: blankenshipandseay.com
Company Size: 1-10
Company Address: 1216 Applegate Parkway, Waxhaw, North Carolina, United States
The Blankenship Group Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Frances Foy | Administrative Assistant |
Industry: Investment Management
Location: North Carolina
Company Size: 11-50
Company Address: 875 Walnut Street, Cary, North Carolina, United States
Trinity Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Morris Nutt | Chief Executive Officer And Ria |
Industry: Investment Management
Location: North Carolina
Website: biltmorefamilyoffice.com
Company Founded: 2008
Company Size: 11-50
Company Address: 6836 Morrison Boulevard, Charlotte, North Carolina, United States
Biltmore Family Office, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ben Wallace | Occupational Therapist |
Industry: Investment Management
Location: North Carolina
Website: wealthqb.com
Company Founded: 2001
Company Size: 11-50
Company Address: 1007 Slater Road, Durham, North Carolina, United States
Gordon Asset Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ed Heaton | Director Of Facilities Operations |
Industry: Investment Management
Location: North Carolina
Website: goldentriangle.us
Company Founded: 2013
Company Size: 1-10
Golden Triangle Enterprises Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Melvin Ray | Civil Engineering Technician |
Industry: Investment Management
Location: North Carolina
Website: integrativecapital.com
Company Size: 1-10
Integrative Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jen Romero | M.a |
Industry: Investment Management
Location: North Carolina
Company Size: 1-10
Company Address: 14600 Weston Parkway, Cary, North Carolina, United States
Meta Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Randy Groenhagen | Database Administrator Iv |
Industry: Investment Management
Location: North Carolina
Website: investaegis.com
Company Size: 11-50
Company Address: 1310 South Tryon Street, Charlotte, North Carolina, United States
Aegis Capital Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Thomas Duggan | Managing Director |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Mario Giganti | Captrust | Senior Vice President | Financial Advisor | |||
2 | Chad Griffeth | Captrust | Vice President | Financial Advisor | |||
3 | Timothy Rice | Captrust | Principal | |||
4 | Braxton Barnes | Captrust | Financial Advisor | |||
5 | Mike Molewski | Captrust | Principal | Financial Advisor | |||
6 | Advisor Paul Schaffer | Captrust | Senior Vice President | |||
7 | Brent Hartman | Captrust | Investment Strategist | |||
8 | Peter Auerbach | Auerbach Funds | Managing Partner | |||
9 | Ppc Jason Lunsford | Dixon Hughes Goodman Wealth Advisors Llc | Retirement Plan Services Practice Leader And Advisor | |||
10 | Ellen Lindh | Dixon Hughes Goodman Wealth Advisors Llc | Financial Advisor | |||
11 | David Winn | Dixon Hughes Goodman Wealth Advisors Llc | Financial Advisor | |||
12 | Jason Lunsford | Dixon Hughes Goodman Wealth Advisors Llc | Retirement Plan Services Practice Leader And Advisor | |||
13 | Paul Harteg | Dixon Hughes Goodman Wealth Advisors Llc | Paul J Harteg, Cfpâ , Aif | |||
14 | Julie Douglass | Sterling Capital Management Llc | Executive Assistant And Accountant | |||
15 | Mike Ogles | Sterling Capital Management Llc | It Director | |||
16 | Betty Wilson | Sterling Capital Management Llc | Human Resource Director | |||
17 | Ryan Black | Sterling Capital Management Llc | Manager Of Investment Operations | |||
18 | Colin Ducharme | Sterling Capital Management Llc | Executive Director | |||
19 | Anthony Corallo | Sterling Capital Management Llc | Executive Director | |||
20 | William Lauber | Sterling Capital Management Llc | Senior Wealth Advisor | |||
21 | John Drahzal | Horizon Investments | Head Of Distribution | |||
22 | Melissa Wendt | Horizon Investments | Regional Director, Midwest Territory | |||
23 | Alice Heath | Horizon Investments | Director, Internal Sales Desk | |||
24 | Carlos Barbosa | Horizon Investments | Eastern Divisional Director | |||
25 | Héctor Zamora | Horizon Investments | Maintenance Supervisor | |||
26 | Steve Galing | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
27 | Rob Rea | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
28 | Tony Babich | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
29 | Cinthia Wilkinson | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
30 | Laura Anderson | Aafmaa Wealth Management & Trust Llc | Underwriting Support Specialist | |||
31 | Laura Campos | Aafmaa Wealth Management & Trust Llc | Underwriting Support Specialist | |||
32 | Steve Galing | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
33 | Bridger Pennington | Blackbridge Capital, Llc | Founder And Managing Director | |||
34 | Soham Awon | Blackbridge Capital, Llc | Associate | |||
35 | Paul Kirrane | Blackbridge Capital, Llc | General Manager | |||
36 | Mohammad Gharavi | Tara Investments | General Manager | |||
37 | Tyler Dockery | Tara Investments | Hospitality Management Prefessional | |||
38 | Britton Delis | Tara Investments | Assistant General Manager | |||
39 | Daniel Galligan | Tara Investments | Owner | |||
40 | Karen Keys | Tara Investments | Vice President |
Investment Management companies in different states of USA
Investment Management companies in different cities of North Carolina
No. | Cities | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in Charlotte | 2028 |