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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.
Below is the list of Top 300 Investment Management Startups and Companies in USA ranked based on company size, client reviews, services and awards.
1. T. Rowe Price
Industry: Investment Management
Location: Maryland
Website: troweprice.com
Company Founded: 1937
Company Size: 5001-10000
Company Address: 100 East Pratt Street, Baltimore, Maryland, United States
T. Rowe Price Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Prisco | Business Solutions Consultant | |||
| Ravi Potu | Senior Microstrategy Consultant | |||
| Kim Wayne | Senior Dc Specialist, Global Investment Services | |||
| Blake Green | Corporate Recruiter | |||
| Katie Manthei | Senior Talent Acquisition Partner | |||
| Vincent Gay | Vice President And Global Head Of Security | |||
| Kevin Khokhar | Derivatives And Multi Asset Trading Solutions |
2. American Century Investments
Industry: Investment Management
Location: Missouri
Website: americancentury.com
Company Founded: 1958
Company Size: 1001-5000
Company Address: 4500 Main Street, Kansas City, Missouri, United States
American Century Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Henry Thomas | Assistant General Counsel | |||
| Michael Jackson | Vice President, Head Of Business Development, Dcio Sales | |||
| Bradley Bendle | Vice President Marketing Operations And Technology | |||
| Sha Edathumparampil | Chief Data Officer | |||
| Sharon Dean | Corporate Recruiter | |||
| Casey Mccarthy | Vice President, Regional Retirement Consultant | |||
| Ben Abelson | Senior Investment Analyst |
3. Bridgewater Associates
Industry: Investment Management
Location: Connecticut
Website: bwater.com
Company Founded: 1975
Company Size: 1001-5000
Company Address: 1 Glendinning Place, Westport, Connecticut, United States
Bridgewater Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Kanter | Senior Technical Recruiter | |||
| Jason Koulouras | Data And Connectivity Head, Trading; External Vendor Engagement Lead, Front Office | |||
| Glenn Marcus | Senior Associate | |||
| Brian Kreiter | Chief Operating Officer | |||
| Peter Wermuth | Core Management Team | |||
| Victoria Hunter | Executive Assistant | |||
| Jesse Marrow | Campus Recruiter |
4. Principal Global Investors
Industry: Investment Management
Location: Iowa
Website: principalglobal.com
Company Size: 1001-5000
Company Address: 711 High Street, Des Moines, Iowa, United States
Principal Global Investors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Nazzaretto | Senior Director | |||
| Christina Cryer | Managing Director, Institutional Sales And Relationship Management | |||
| Jason Tedrick | Enterprise Architect | |||
| Bob Baur | Chief Global Economist | |||
| Zachary Scharff | Performance Specialist | |||
| Brent Heemskerk | Senior Portfolio Analyst | |||
| Mustafa Sagun | Chief Investment Officer, Equities At Principal Financial Group |
5. Janus Capital Group
Industry: Investment Management
Location: Colorado
Website: janushenderson.com
Company Founded: 2017
Company Size: 1001-5000
Company Address: 151 Detroit Street, Denver, Colorado, United States
Janus Capital Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gina Severino | Senior Talent Acquisition Partner | |||
| Drew Elder | Head Of North America Distribution | |||
| Chris Fiacco | Divisonal Vice President, Advisor Solutions Group | |||
| Apma Eric Haines | Associate Director | |||
| Erin Keefer | Learning And Talent Development Partner | |||
| Riley Horlacher | Director, Global Consulting | |||
| Michelin Sharp | Janus Capital Group |
6. Lord, Abbett & Co. Llc
Industry: Investment Management
Location: New Jersey
Website: lordabbett.com
Company Founded: 1929
Company Size: 501-1000
Company Address: 90 Hudson Street, Jersey City, New Jersey, United States
Lord, Abbett & Co. Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kevin Weissman | Advisor Consultant Team Leader | |||
| Collin Crotty | Regional Manager At Lord Abbett | |||
| Chad Latour | Regional Manager At Lord, Abbett And Co L.l.c | |||
| Tara Pardo | Senior Relationship Manager | |||
| Eric Friedland | Director Of Municipal Bond Research | |||
| Jenny Rhodus | Director | |||
| Ryan Mccombe | Director, Relationship Development Manager |
7. Proshare Advisors Llc
Industry: Investment Management
Location: Maryland
Website: proshares.com
Company Founded: 1999
Company Size: 51-200
Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States
Proshare Advisors Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Peter Weinberg | Senior Director, Marketing | |||
| Renee Panic | Talent Acquisition Specialist | |||
| Kate Giegengack | Senior Recruiter | |||
| Saxon Justice | Senior Internal Wholesaler | |||
| Jay Bendesky | Senior Sales Manager - Head Of Hybrid Sales Team | |||
| Nidia Calderon | Analyst, Enterprise Data Operations | |||
| M Connor Callahan | Internal Sales Associate |
8. Invesco Us
Industry: Investment Management
Location: Georgia
Company Founded: 1935
Company Size: 5001-10000
Company Address: 1555 Peachtree Street, Atlanta, Georgia, United States
Invesco Us Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrea Litwa | Manager, Corporate Events | |||
| Tom Wilson | Head Of Talent Acquisition | |||
| Paul Brunswick | Svp, Director Of Business Development And Strategy | |||
| Chad Morgan | Institution And Ria Regional Director | |||
| David Kimerling | Advisor Consultant, Registered Investment Advisor | |||
| Oliver Waldner | Regional Advisor Consultant | |||
| Bob Caruso | Vp, Senior Advisor Consultant |
9. Chevy Chase Trust
Industry: Investment Management
Location: Maryland
Website: chevychasetrust.com
Company Founded: 1999
Company Size: 51-200
Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States
Chevy Chase Trust Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Carson Babbitt | Senior Technical Support Officer | |||
| Larry Fisher | President, Family Wealth Services | |||
| Mark Ilnicki | Assistant Vice President | |||
| Craig Pernick | Senior Managing Director- Investment Management | |||
| Daniel Ferrett | Compliance Officer | |||
| Tapfuma Chibaya | Equity Analyst | |||
| Laura Marsh | Marketing Production And Design Specialist |
10. Aqr Capital Management
Industry: Investment Management
Location: Connecticut
Website: aqr.com
Company Founded: 1998
Company Size: 501-1000
Company Address: 2 Greenwich Plaza, Greenwich, Connecticut, United States
Aqr Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Greg Habay | Managing Director, Institutional Business Development | |||
| David Kabiller | Co-founder And Principal | |||
| Roni Israelov | Principal | |||
| Patrick Kazley | Vice President- Product Specialist, Global Stock Selection | |||
| Vicky Xu | Business Development Intern | |||
| Lei Xie | Managing Director | |||
| Matt Plastina | Vice President And Us Fund Treasury Team Leader |
11. Artisan Partners
Industry: Investment Management
Location: Wisconsin
Website: artisanpartners.com
Company Founded: 1994
Company Size: 201-500
Company Address: 875 East Wisconsin Avenue, Milwaukee, Wisconsin, United States
Artisan Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Linnea Bielinski | Settlement Specialist | |||
| Sara Boyle | Human Capital Leader | |||
| Rod Brower | Head Of Esg Integration | |||
| Nick Kummer | Director â Midwest Region | Intermediary Client Services | |||
| Jay Warner | Associate Portfolio Manager | |||
| Scott Nelson | Director - National Accounts | |||
| Mary Haag | Associate |
12. Buckingham Strategic Wealth
Industry: Investment Management
Location: Missouri
Company Founded: 1994
Company Size: 201-500
Company Address: 8182 Maryland Avenue, Clayton, Missouri, United States
Buckingham Strategic Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kent Schmidgall | Wealth Advisor And Advisory Team Leader | |||
| Larry Swedroe | Director Of Research, Board Of Managers And Lead Director | |||
| Susan Strasbaugh | Wealth Advisor And Advisory Team Leader | |||
| Josh Lozow | Senior Wealth Advisor | |||
| Kurt Wunderlich | Client Development Advisor | |||
| Aaron Vickar | Wealth Advisor And Director Of Bam Risk Management At Buckingham Family Of Financial Services | |||
| Jake Bleyenberg | Wealth Advisor |
13. Conning
Industry: Investment Management
Location: Connecticut
Website: conning.com
Company Founded: 1912
Company Size: 201-500
Company Address: 1 Financial Plaza, Hartford, Connecticut, United States
Conning Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Timothy Pasquariello | Director, Head Of Technology Infrastructure | |||
| David Tyson | Managing Director | |||
| Sunny Wadhwa | Managing Director | |||
| Glenn Heller | Senior Analyst, Portfolio Management | |||
| Ryan Saul | Director, Business Development | |||
| Andy Pace | Managing Director And Portfolio Manager | |||
| Joe Kennedy | Managing Director, Head Of Global Trading |
14. State Of Wisconsin Investment Board
Industry: Investment Management
Location: Wisconsin
Company Founded: 1951
Company Size: 51-200
Company Address: 121 East Wilson, Madison, Wisconsin, United States
State Of Wisconsin Investment Board Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Nobis | Private Equity Senior Investment Officer | |||
| Victoria Tucker | Recruiting Director | |||
| Tunc Dayioglu | Managing Analyst | |||
| Samir Datta | Director, Financial Planning And Analysis | |||
| Michael Ebeling | Managing Analyst-global Technology Sector | |||
| Chris Eckerman | Portfolio Manager - Private Equity Co-investments | |||
| Chris Prestigiacomo | Portfolio Manager |
15. Ivy Investments
Industry: Investment Management
Location: Kansas
Website: ivyinvestments.com
Company Founded: 1937
Company Size: 1001-5000
Company Address: 6300 Lamar Avenue, Overland Park, Kansas, United States
Ivy Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Keri Westland | Talent Acquisition Business Partner | |||
| Jason Bush | Insurance Investment Associate | |||
| Bernie Colson | Global Equity Analyst | |||
| Scott Kasper | Director Business Development | |||
| William Johnson | Performance Analyst | |||
| William Donohue | Regional Vice President | |||
| David Crupper | Regional Consultant |
16. Driftwood Acquisitions & Development
Industry: Investment Management
Location: Florida
Website: dadlp.com
Company Founded: 2015
Company Size: 11-50
Driftwood Acquisitions & Development Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ariel Yaari | Director Of Investment Sales | |||
| Ariel Yaari | Director Of Investment Sales | |||
| Carlos Rodriguez | Chief Operations Officer | |||
| Carlos Rodriguez | Chief Operations Officer |
17. Altivolus Capital
Industry: Investment Management
Location: Colorado
Website: altivoluscapital.com
Company Founded: 2015
Company Size: 11-50
Company Address: 1942 Broadway Street, Boulder, Colorado, United States
Altivolus Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mirza Baig | Group Managing Director |
18. Pgim Fixed Income
Industry: Investment Management
Location: New Jersey
Company Founded: 1875
Company Size: 501-1000
Pgim Fixed Income Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Edwin Wilches | Portfolio Manager | |||
| Brad Blalock | Managing Director | |||
| Todd Petersen | Principal; Portfolio Manager | |||
| Harsha Putta | Quant Research, Modeling And Development | |||
| Blair Culbertson | Director | |||
| Brian Lalli | Principal | |||
| Alan Korovin | Senior Investment Analyst - Fx |
19. Smith Capital Investors, Llc
Industry: Investment Management
Location: Colorado
Website: smithcapitalinvestors.com
Company Founded: 2018
Company Size: 11-50
Company Address: 1430 Blake Street, Denver, Colorado, United States
Smith Capital Investors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gibson Smith | Founder, Cio, Investor | |||
| Ryan Duffy | Business Development | |||
| Zach Tucker | Investor | |||
| William Mccurdy | Investor | |||
| Garrett Olson | Investor |
20. Arvest Wealth Management
Industry: Investment Management
Location: Oklahoma
Company Founded: 1996
Company Size: 201-500
Company Address: 7633 East 63rd Place, Tulsa, Oklahoma, United States
Arvest Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brett Larson | Vice President - Trust Wealth Advisor | |||
| Dean Hudgeons | Executive Vice President And Director Of Sales | |||
| Eric Shepard | Svp, Regional Manager | |||
| Jerry Suskind | Client Advisor | |||
| Daniel Robinson | Senior Regional Investment Officer | |||
| Alex Jantsch | Portfolio Analyst | |||
| Harlin Trumbo | Solutions Center Client Advisor |
21. Cuna Brokerage Services, Inc
Industry: Investment Management
Location: Wisconsin
Website: cunabrokerage.com
Company Founded: 1985
Company Size: 201-500
Company Address: 5910 Mineral Point, Madison, Wisconsin, United States
Cuna Brokerage Services, Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Paula Jurcenko | Director Of Product Strategy | |||
| Blaire Puls | Compliance Analyst Iii | |||
| Lutcf Ric Pearson | Senior Consultant, The Center For Advisor Excellence | |||
| Cameron Clark | Financial Advisor | |||
| Cameron Clark | Financial Advisor | |||
| David Fitzgerald | Financial Advisor | |||
| Stephen Martin | Financial Advisor |
22. Virtus Investment Partners
Industry: Investment Management
Location: Connecticut
Website: virtus.com
Company Founded: 2008
Company Size: 501-1000
Company Address: 1 Financial Plaza, Hartford, Connecticut, United States
Virtus Investment Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bill Bond | Senior Regional Director | |||
| Paul Cahill | National Sales Director | |||
| Mardelle Peña | Executive Vice President, Human Resources | |||
| Matthew Hamel | Managing Director, Institutional And Retirement Business Development | |||
| Jena Gagnon | Senior Accountant | |||
| Francesco Ambruoso | Senior Regional Consultant | |||
| Christine Mcquillan | Product Specialist |
23. Equity Financial Services
Industry: Investment Management
Location: Indiana
Company Founded: 1986
Company Size: 11-50
Company Address: 4310 Saratoga Parkway, Plainfield, Indiana, United States
Equity Financial Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bill Mcneal | President | |||
| Jason Andrews | President | |||
| Richard Edwards | Financial Consultant | |||
| Marybeth Harris | Commercial Portfolio Manager And Real Estate Brokerage | |||
| Marty Zahn | Administrative Assistant | |||
| Juli Bobbitt | Licensed Assistant | |||
| Chris Salmen | Co-owner |
24. Pgim
Pgim Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Harsh Parikh | Principal | |||
| Ryan Amaral | Fixed Income Analyst | |||
| James Basilone | Planning And Analysis Specialist | |||
| Adam Rosenthal | Chief Risk Officer | |||
| Garima Grover | Senior Associate, Client Management | |||
| Junying Shen | Vice President, Portfolio Research And Modeling | |||
| Patrick Bickham | Digital Producer |
25. Metlife Investment Management
Industry: Investment Management
Location: New Jersey
Company Founded: 1868
Company Size: 501-1000
Company Address: 1 Metlife Way, Whippany, New Jersey, United States
Metlife Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrew Carey | Associate Director, Metlife Timberland Finance | |||
| Todd Beckwith | Associate Director | |||
| Ben Grippi | Equity Asset Management | |||
| David Posnick | Acquisitions And Joint Venture Equity Investments | |||
| David Glenn | Director | |||
| Jeroen Kerssens | Associate Director | |||
| Ramsey Meigs | Associate Director, Food And Agribusiness Finance |
26. Qma
Industry: Investment Management
Location: New Jersey
Website: qmassociates.com
Company Founded: 1975
Company Size: 201-500
Company Address: 100 Mulberry Street, Newark, New Jersey, United States
Qma Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Adam Broder | Managing Director And Head Of Global Distribution | |||
| Bill Parker | Managing Director | |||
| Ahmed Tufeiru | Director, Investment Operations | |||
| Ken Dsouza | Portfolio Manager And Researcher | |||
| Jonathan Ryan | Vice President, Global Client Relationship Management | |||
| Michael Dungo | Vice President, Global Marketing | |||
| Kevin Ryan | Director Institutional Sales |
27. Tortoise Capital Advisors
Industry: Investment Management
Location: Kansas
Website: tortoiseadvisors.com
Company Founded: 2002
Company Size: 51-200
Company Address: 11550 Ash Street, Leawood, Kansas, United States
Tortoise Capital Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Larry Pokora | Director, Institutional Sales And Consultant Relations | |||
| Kyle Vanourny | Director Corporate Development, Institutional Sales | |||
| Justin Moulder | Vice President, Institutional Sales And Consultant Relations | |||
| Rob Thummel | Managing Director | |||
| Dan Bentzinger | Chief Information Officer | |||
| Brad Armstrong | Board Member | |||
| Nicholas Holmes | Portfolio Manager - Managing Director |
28. Vulcan Value Partners
Industry: Investment Management
Location: Alabama
Website: vulcanvaluepartners.com
Company Founded: 2007
Company Size: 51-200
Company Address: 2801 Highway 280 South, Birmingham, Alabama, United States
Vulcan Value Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shawna Samford | Director Of Human Resources | |||
| Colin Casey | Associate Analyst | |||
| Andrew Loftin | Associate Analyst | |||
| Alex Davis | Associate Data Scientist | |||
| Walker Philips | Associate Data Scientist | |||
| Richard Davis | Chief Financial Officer | |||
| Hampton Mcfadden | Principal |
29. Tortoise
Industry: Investment Management
Location: Kansas
Website: tortoiseinvest.com
Company Founded: 2002
Company Size: 51-200
Tortoise Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gary Henson | President | |||
| Maneesh Jhunjhunwala | Director - Credit Research And Surveillance | |||
| Jeremy Goff | Chief Development Officer | |||
| Pam Kearney | Investor And Public Relations Vice President | |||
| Kayla White | Human Resources Business Partner | |||
| Tamara Boykin | Senior Client Relations Associate | |||
| Alexis Pickard | Vice President, Strategic Client Group |
30. Annex Wealth Management
Industry: Investment Management
Location: Wisconsin
Website: annexwealth.com
Company Size: 51-200
Company Address: 12700 West Bluemound Road, Elm Grove, Wisconsin, United States
Annex Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dave Spano | Cfpà  , President | |||
| Mark Pent | Branch Director | |||
| Danny Clayton | Marketing Content Manager | |||
| Jackie Sklenar | Branch Director | |||
| Suzy Paasch | Associate Wealth Manager | |||
| Erin Reid | Human Resources Generalist | |||
| Jack Hauser | Financial Planning Specialist |
31. Arrowmark Partners
Industry: Investment Management
Location: Colorado
Website: arrowmarkpartners.com
Company Founded: 2007
Company Size: 51-200
Company Address: 100 Fillmore Street, Denver, Colorado, United States
Arrowmark Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Dunne | Principal - Arrowmark Partners | |||
| Sanjay Gulati | Investment Professional | |||
| Brad Campbell | Director, Investment Operations | |||
| Andrew Schott | Credit Trader | |||
| Rick Whipple | Equity Client Portfolio Manager | |||
| Matthew Thorne | Investment Analyst | |||
| Nick Mcmordie | Director, Compliance |
32. Diamond Hill Capital Management, Inc.
Industry: Investment Management
Location: Ohio
Website: diamond-hill.com
Company Founded: 2000
Company Size: 51-200
Company Address: 325 John H Mcconnell Boulevard, Columbus, Ohio, United States
Diamond Hill Capital Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joshua Barber | Research Analyst And Portfolio Manager | |||
| Alex Gardner | Managing Director - Product And Strategy | |||
| Alex Gardner | Managing Director - Product And Strategy | |||
| Alex Gardner | Managing Director - Product And Strategy | |||
| Troy Golinghorst | Senior Manager, Investment Operations | |||
| Troy Golinghorst | Senior Manager, Investment Operations | |||
| Troy Golinghorst | Senior Manager, Investment Operations |
33. Campbell Global
Industry: Investment Management
Location: Oregon
Website: campbellglobal.com
Company Founded: 1981
Company Size: 201-500
Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States
Campbell Global Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ian Aguilar | Chief Technology Officer | |||
| Mike Phelps | Director Of Us Timberland Transactions | |||
| Rhonda Stephens | Director Of Human Resources | |||
| Andy Hoyt | Director Of Finance And Strategy | |||
| Steven King | Director Of Global Business Strategy At The Campbell Group, Llc | |||
| Daniel Horowitz | Executive Assistant | |||
| Alex Lau | Controller |
34. Apex Leaders, Llc
Industry: Investment Management
Location: Idaho
Website: apexleaders.com
Company Founded: 2009
Company Size: 11-50
Apex Leaders, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Justin Fishburn | Vice President Of Finance And Operations | |||
| Johann Simpson | Senior Associate - Finance | |||
| Bryant Jones | Director | |||
| Sherry Hildebrand | Senior Associate | |||
| Michael Wanta | Research Associate | |||
| Natasha Bunten | Vice President Of Sales | |||
| Caysea Benner | Account Associate |
35. Intech Investment Management Llc
Industry: Investment Management
Location: Florida
Website: intechjanus.com
Company Founded: 1987
Company Size: 51-200
Company Address: 250 South Australian Avenue, West Palm Beach, Florida, United States
Intech Investment Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Newcomb Cole | Director, Consultant Relations | |||
| Peter Cotton | Senior Vice President Chief Data Scientist | |||
| Jaime Cangiano | Director, Marketing | |||
| Jaime Cangiano | Director, Marketing | |||
| Brian Steinhauer | Vice President, Product Management | |||
| Mark Holzhausen | Director, Corporate Services | |||
| Mark Holzhausen | Director, Corporate Services |
36. Resource Management Service Llc
Industry: Investment Management
Location: Alabama
Website: resourcemgt.com
Company Founded: 1950
Company Size: 51-200
Company Address: 31 Inverness Center Parkway, Birmingham, Alabama, United States
Resource Management Service Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Woloszyn | Director, U.s Investments | |||
| Jimmy Bullock | Senior Vice President, Forest Sustainability | |||
| Tom Hancock | Director, Real Estate And Alternative Income | |||
| Rf Mitch Coffee | Manager, Forest Planning | |||
| Felicia Richardson | Mental Health Professional | |||
| Wes Pruet | Global Acquisitions Manager | |||
| Victoria Lockhart | Esg Strategy Manager |
37. Hood River Capital Management Llc
Industry: Investment Management
Location: Oregon
Website: hoodrivercapital.com
Company Founded: 2013
Company Size: 1-10
Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States
Hood River Capital Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brad Carpenter | Director Of Sales | |||
| Bret Hokkanen | Director Of Sales |
38. The Trust Company Of Knoxville
Industry: Investment Management
Location: Tennessee
Company Founded: 1987
Company Size: 51-200
Company Address: 4823 Old Kingston Pike, Knoxville, Tennessee, United States
The Trust Company Of Knoxville Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kristine Davenport | Relationship Manager | |||
| Daniel Carter | President | |||
| Andy Muldoon | Senior Vice President | |||
| Lindsay Cates | Marketing Director | |||
| Lara Fleming | Chief People Officer | |||
| Megan Noble | Law Clerk | |||
| Susan Williams | Vice President And Certified Financial Planner |
39. Homestrings
Industry: Investment Management
Location: Maryland
Website: homestrings.com
Company Founded: 2011
Company Size: 1-10
Company Address: 44 Farmington Road West, Accokeek, Maryland, United States
Homestrings Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Eric Guichard | Founder And Chief Executive Officer |
40. Kennedy Capital Management, Inc.
Industry: Investment Management
Location: Missouri
Website: kennedycapital.com
Company Founded: 1980
Company Size: 51-200
Company Address: 10829 Olive Boulevard, St. Louis, Missouri, United States
Kennedy Capital Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Niraj Shah | Chief Operating Officer | |||
| Garrett Brinton | Equity Trader | |||
| Chuck Bryant | Director Of Business Bevelopment | |||
| Jean Barnard | Portfolio Manager, Director Of Research | |||
| Megan Cohan | Biotech Equity Research Fellow | |||
| Stefan Chkautovich | Equity Analyst | |||
| Lauren Caldwell | Client Relationship Manager |
41. Fort L.p.
Industry: Investment Management
Location: Maryland
Website: fortlp.com
Company Founded: 1993
Company Size: 51-200
Company Address: 2 Wisconsin Circle, Chevy Chase, Maryland, United States
Fort L.p. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shawn Lin | Associate | |||
| Mike Wang | Head Of Information Technology | |||
| Joao Jatene | Trader - Associate | |||
| David Osztreicher | Executive Director - Accounting Operations | |||
| Andrea Shand | Associate General Counsel | |||
| Drew Keller | Chief Compliance Officer And Deputy Chief Operating Officer | |||
| Yucheng Shi | Associate, Portfolio And Risk Analyst |
42. Northwood Investors Llc
Industry: Investment Management
Location: Colorado
Website: northwoodinvestors.com
Company Founded: 2006
Company Size: 51-200
Company Address: 1819 Wazee Street, Denver, Colorado, United States
Northwood Investors Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christopher Huynh | Real Estate Pe Senior Associate | |||
| Stephen Orullian | Vice President - Financial Planning And Analysis | |||
| Alli Stover | Asset Management Associate | |||
| Ryan Patterson | Associate, Intelligent Automation | |||
| Emily Lott | Executive Assistant To The Chief Operations Officer And Chief Financial Officer | |||
| Matthew Baumel | Acquisitions Analyst | |||
| Chris Carroll | Vice President |
43. Summit Strategies Group
Industry: Investment Management
Location: Missouri
Website: summitstrategies.com
Company Founded: 1995
Company Size: 51-200
Company Address: 8182 Maryland Avenue, Saint Louis, Missouri, United States
Summit Strategies Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rob Clark | Owner | |||
| Jen Crow | Partner | |||
| Sharon Ladin | Principal | |||
| Cindy Strick | Executive Associate - Administration Department | |||
| Jim Dahm | Senior Vice President | |||
| Patrick Carse | Senior Research Analyst At Summit Strategies Group | |||
| Steve Holmes | Managing Director |
44. Bow River Capital Partners
Industry: Investment Management
Location: Colorado
Website: bowrivercapital.com
Company Founded: 2003
Company Size: 11-50
Company Address: 205 Detroit Street, Denver, Colorado, United States
Bow River Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Maitlan Cramer | Vice President, Software Growth Equity | |||
| Eric Wolf | Partner, Founder | |||
| John Layton | Vice President | |||
| Bo Sutton | Director | |||
| David Ramich | Vice President | |||
| Gregory Hiatrides | Managing Director | |||
| Jenna Schlageter | Vice President |
45. Mra Associates
Industry: Investment Management
Location: Arizona
Website: mraassociates.com
Company Founded: 1991
Company Size: 11-50
Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States
Mra Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| J.t Vandegriff | Client Advisor | |||
| Matthew White | Investment Analyst | |||
| Christina Burroughs | Managing Partner | |||
| Ken Garrett | Senior Director | |||
| Brad Lemon | Managing Partner | |||
| Carli Young | Client Associate | |||
| J.t Vandegriff | Partner |
46. Wasatch Advisors
Industry: Investment Management
Location: Utah
Website: wasatchfunds.com
Company Founded: 1975
Company Size: 51-200
Company Address: 505 Wakara Way, Salt Lake City, Utah, United States
Wasatch Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Grant | Regional Vice President | |||
| Jagjit Sahota | Portfolio Manager | |||
| Noe Bellet | Equity Research Analyst | |||
| Pedro Huerta | Research Analyst | |||
| Anh Hoang | Research Analyst | |||
| Allison He | Associate Portfolio Manager - International Equities | |||
| Linda Lasater | Portfolio Manager, International Opportunities Fund |
47. Jobsohio
Industry: Investment Management
Location: Ohio
Website: jobs-ohio.com
Company Founded: 2011
Company Size: 51-200
Company Address: 41 South High Street, Columbus, Ohio, United States
Jobsohio Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Derickson | Senior Director, Food And Agribusiness | |||
| Tim Derickson | Senior Director, Food And Agribusiness | |||
| Tim Derickson | Senior Director, Food And Agribusiness | |||
| Amy Lei | Senior Business Intelligence Analyst | |||
| Amy Lei | Senior Business Intelligence Analyst | |||
| Amy Lei | Senior Business Intelligence Analyst | |||
| Alina Harastasanu | Senior Manager, European Business Development |
48. Invesco Ltd.
Industry: Investment Management
Location: Georgia
Website: invesco.com
Company Founded: 1935
Company Size: 5001-10000
Company Address: 1555 Peachtree Street Northeast, Atlanta, Georgia, United States
Invesco Ltd. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mario Pandolfo | Vp- Senior Advisor Consultant | |||
| Simon Mckay | Head Of Global Platform Development, Investment Solutions | |||
| Jennifer Flitton | Vice President Of Federal Affairs | |||
| Jeaneen Terrio | Head Of Media Relations Invesco | |||
| Landon Dale | Cloud Engineer | |||
| Irina Shimarova | Senior Strategic Account Manager | |||
| Kathleen Schmitz | Senior Principal, Portfolio Operations |
49. Ellington Management Group
Industry: Investment Management
Location: Connecticut
Website: ellington.com
Company Founded: 1994
Company Size: 51-200
Company Address: 53 Forest Avenue, Old Greenwich, Connecticut, United States
Ellington Management Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andy Vranos | Managing Director | |||
| Leo Huang | Senior Portfolio Manager | |||
| Devaj Suthapalli | Quantitative Developer | |||
| Devaj Suthapalli | Quantitative Developer | |||
| Devaj Suthapalli | Quantitative Developer | |||
| Edward Stromberg | Deputy General Counsel | |||
| Christopher Connelly | Managing Director At Ellington Management Group, L.l.c |
50. Fusion Wealth Management
Industry: Investment Management
Location: Arizona
Website: fusionwm.com
Company Size: 1-10
Company Address: 4040 East Camelback Road, Phoenix, Arizona, United States
Fusion Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dustin Giannangelo | Founder | President And Chief Executive Officer | Global Markets Thought Leader |
51. Tudor Investment Corporation
Industry: Investment Management
Location: Connecticut
Website: tudorfunds.com
Company Founded: 1980
Company Size: 201-500
Company Address: 200 Elm Street, Stamford, Connecticut, United States
Tudor Investment Corporation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gretchen Johnson | Managing Director, Global Head Of Human Resources | |||
| Emil Zahariev | User Support Analyst Tudor Investment Corporation | |||
| Eduard Dukhan | Production Support | |||
| Kelvin Malyar | Head Of Data Delivery | |||
| Chris Knott | Manager Of Infrastructure Networks And Telecommunications | |||
| Christopher Hehmeyer | Analyst - Flow Of Funds Group | |||
| Kyle Emery | Analyst |
52. Mlg Capital
Industry: Investment Management
Location: Wisconsin
Website: mlgcapital.com
Company Founded: 1987
Company Size: 51-200
Company Address: 13400 Bishops Lane, Brookfield, Wisconsin, United States
Mlg Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andy Bruce | Principal | |||
| Cheryl Pabich | Marketing Manager | |||
| Mike Mooney | Chairman | |||
| Alex Brackman | Assistant Vice President | |||
| Jim Mueller | Associate General Counsel | |||
| Jordan Hawley | Investment Analyst Intern | |||
| Jasmine Gladney | Financial Accountant |
53. Madison Investment Advisors
Industry: Investment Management
Location: Wisconsin
Website: madisonadv.com
Company Founded: 1974
Company Size: 51-200
Company Address: 550 Science Drive, Madison, Wisconsin, United States
Madison Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Glatkowski | National Sales Director | |||
| Maya Bittar | Portfolio Manager | |||
| Crcp Tim Mcdowell | Chief Compliance Officer, Mfd Distributor, Llc | |||
| Mark Henrickson | Chief Financial Officer | |||
| Omeade Hekmat | Chief Operating Officer | |||
| Courtney Dean | Vice President, Director Of Strategic Accounts | |||
| Chris Schroeder | Fixed Income Portfolio Manager |
54. Worldquant Llc
Industry: Investment Management
Location: Connecticut
Website: weareworldquant.com
Company Founded: 2007
Company Size: 501-1000
Company Address: 1700 East Putnam Avenue, Old Greenwich, Connecticut, United States
Worldquant Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Carlos Nocito | Vice President, Data Technology | |||
| Glenn Dooley | Director, Head Of Market Data | |||
| Rui Cao | Vice President Research And Assistant To Global Research Directors | |||
| Alireza Shahabi | Senior Engineer | |||
| Scott Scavo | Global Facilities Director | |||
| Mikhail Kuznetcov | Business Development Associate | |||
| Jian Sun | Portfolio Manager |
55. Graham Capital Management, L.p.
Industry: Investment Management
Location: Connecticut
Website: grahamcapital.com
Company Founded: 1994
Company Size: 51-200
Company Address: 40 Highland Avenue, Rowayton, Connecticut, United States
Graham Capital Management, L.p. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Perrin Arturi | Portfolio Manager | |||
| Jeff Graham | Vice President And Managing Partner | |||
| Zhengjing Chu | Analyst | |||
| Neil Smaldon | Commodity Portfolio Manager | |||
| Matt Uzarski | Senior Analyst | |||
| Tom Anderson | Portfolio Manager | |||
| Alex Graham | Managing Director |
56. Retirement Systems Of Alabama
Industry: Investment Management
Location: Alabama
Website: rsa-al.gov
Company Size: 201-500
Company Address: 201 South Union Street, Montgomery, Alabama, United States
Retirement Systems Of Alabama Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Josh Husted | Equity Analyst | |||
| Renee Borg | Technical Marketing Specialist | |||
| John Burnham | Real Estate Manager | |||
| Shaun Wasso | Incoming Equity Analyst | |||
| Win Knowles | Financial Reporting Manager | |||
| Bill Kelley | Director Employee Benefits And Counsel | |||
| Nancy Borg | Technical Marketing Specialist |
57. Tower Arch Capital
Industry: Investment Management
Location: Utah
Website: towerarch.com
Company Founded: 2013
Company Size: 11-50
Company Address: 14034 South 145 East, Draper, Utah, United States
Tower Arch Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rhett Neuenschwander | Partner | |||
| Steve Smith | Vice President, Business Development | |||
| Tim Forsgren | Senior Associate | |||
| Aubrey Burnett | Principal | |||
| Stuart Pace | Associate | |||
| Dave Parkin | Partner | |||
| Danny Jones | Senior Associate |
58. Humphreys Capital
Industry: Investment Management
Location: Oklahoma
Website: humphreyscapital.com
Company Founded: 2012
Company Size: 11-50
Company Address: 17 Northwest 6th Street, Oklahoma City, Oklahoma, United States
Humphreys Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Grant Humphreys | President | |||
| Braden Merritt | Director, Operations | |||
| Joshua Fahrenbruck | Director, Investor Relations | |||
| Ben Stewart | Managing Director, Investor Relations | |||
| Todd Glass | Senior Managing Director, Investments | |||
| Jon Sikes | Associate, Investments | |||
| Chris Reeves | Director |
59. The Seminole Companies
Industry: Investment Management
Location: Florida
Website: seminolefinancialservices.com
Company Founded: 2008
Company Size: 11-50
Company Address: 455 North Indian Rocks Road, Belleair Bluffs, Florida, United States
The Seminole Companies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Diaz | Executive Vice President - Business Development And Principal | |||
| Chris Diaz | Executive Vice President - Business Development And Principal | |||
| Chad Mcdonald | Vice President - Senior Portfolio Manager | |||
| Chad Mcdonald | Vice President - Senior Portfolio Manager |
60. Ambassador Enterprises, Llc
Industry: Investment Management
Location: Indiana
Website: ambassador-enterprises.com
Company Founded: 2008
Company Size: 11-50
Company Address: 2845 East Dupont, Fort Wayne, Indiana, United States
Ambassador Enterprises, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Van Hall | Strategic Leader For Impact Investments | |||
| Arlan Friesen | President | |||
| Gracia Reed | Office Coordinator | |||
| Ringo Santiago | Creative Director | |||
| Brian Vanhall | Impact Investment Leader | |||
| Ross Gamby | Team Member | |||
| Barbara Dyrcz | Program Specialist |
61. Rvk, Inc.
Industry: Investment Management
Location: Oregon
Website: rvkinc.com
Company Founded: 1985
Company Size: 51-200
Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States
Rvk, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthias Bauer | Principal And Senior Investment Consultant | |||
| Eryn Bacewich | Associate Consultant | |||
| Cole Bixenman | Consultant | |||
| Spencer Hunter | Senior Consultant | |||
| Remington Ju | Investment Analyst | |||
| Alexander Spencer | Senior Manager Research Analyst | |||
| Amy Hsiang | Head Of Fixed Income And Alternative Credit Research |
62. Alaska Permanent Fund Corporation
Industry: Investment Management
Location: Alaska
Website: apfc.org
Company Founded: 1980
Company Size: 11-50
Company Address: 801 West 10th Street, Juneau, Alaska, United States
Alaska Permanent Fund Corporation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Moseley | Head Of Private Equity And Special Opportunities, Alaska Permanent Fund Corporation | |||
| Chad Brown | Human Resources Manager | |||
| Fawad Razzaque | Director Of Investments - Public Equities | |||
| Rafael Ramirez | Portfolio Manager, Private Equity And Special Opportunities | |||
| Logan Rahn | Associate - Private Income And Absolute Return | |||
| Larissa Goecker | Information Technology Specialist | |||
| Sebastian Vadakumcherry | Chief Risk And Compliance Officer |
63. Prime, Buchholz & Associates
Industry: Investment Management
Location: New Hampshire
Website: primebuchholz.com
Company Founded: 1988
Company Size: 51-200
Company Address: 273 Corporate Drive, Portsmouth, New Hampshire, United States
Prime, Buchholz & Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Josh Gutierrez | Performance Analyst | |||
| Evan Williams | Senior Investment Analyst | |||
| Sean Higman | Principal | |||
| Kendrick Brown | Senior Data Analyst | |||
| Rachel Mckenna | Client Service Coordinator | |||
| Tracy Murray | Human Resources Coordinator | |||
| Jared Fuller | Head Of Private Capital And Real Assets Research |
64. Silver Point Capital
Industry: Investment Management
Location: Connecticut
Website: silverpointcapital.com
Company Founded: 2002
Company Size: 201-500
Company Address: 2 Greenwich Plaza, Greenwich, Connecticut, United States
Silver Point Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Stacy Lowe | Executive Assistant To The Chief Executive Officer | |||
| Eve Teich | Partner | |||
| Todd Miranowski | Senior Analyst | |||
| Ben Sender | Analyst | |||
| Andrew Scott | Head Of Commercial Real Estate - Silver Point Capital, L.p | |||
| Brett Perna | Fund Accounting And Reporting Associate | |||
| Ross Graham | Analyst |
65. Brown Capital Management
Industry: Investment Management
Location: Maryland
Website: browncapital.com
Company Founded: 1983
Company Size: 11-50
Company Address: 1201 North Calvert Street, Baltimore, Maryland, United States
Brown Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Walt Pearson | Portfolio Manager | |||
| Damon Hall | Business Manager | |||
| Kabir Goyal | Managing Director And Senior Portfolio Manager | |||
| Malcolm Fitch | Head Of Marketing And Strategic Communications | |||
| Andrew Fones | Portfolio Manager | |||
| Dan Boston | Director And Portfolio Manager | |||
| Daman Blakeney | Managing Director And Senior Portfolio Manager |
66. Rock Elm Capital Management Llc
Industry: Investment Management
Location: Connecticut
Website: rockelmcapital.com
Company Founded: 2016
Company Size: 1-10
Rock Elm Capital Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Karr Mccurdy | Partner | |||
| J Justin Stone | Partner |
67. Asset Consulting Group
Industry: Investment Management
Location: Missouri
Website: acgnet.com
Company Founded: 1989
Company Size: 11-50
Company Address: 231 South Bemiston Avenue, St. Louis, Missouri, United States
Asset Consulting Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kathleen Mcgrath | Vice President, Global Equity Research | |||
| Michael Hotz | Vice President | |||
| George Tarlas | Senior Managing Director | |||
| Daniel Tarlas | Senior Managing Director | |||
| Nathan Burk | Vice President - Consultant | |||
| C Kevin Moore | Consultant | |||
| Jared Miller | Performance Analyst |
68. Commonfund
Industry: Investment Management
Location: Connecticut
Website: commonfund.org
Company Founded: 1971
Company Size: 51-200
Company Address: 15 Old Danbury Road, Wilton, Connecticut, United States
Commonfund Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Toni Boucher | Director | |||
| Brian Rondeau | Managing Director, Risk Management | |||
| Nancy Bard | Managing Director, Head Of Relationship Management - Ocio Advisory Clients | |||
| Saul Cardenas | Legal Counsel | |||
| Joshua Lopes | Associate | |||
| Amy Harlacker | Chief Administrative Officer And Head Of Investor Services | |||
| Samantha Jeannotte | Investment Analyst |
69. Wms Partners, Llc
Industry: Investment Management
Location: Maryland
Website: wms-partners.com
Company Founded: 1993
Company Size: 51-200
Company Address: 1 Olympic Place, Towson, Maryland, United States
Wms Partners, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jessica Nyce | Financial Planning Associate | |||
| Timothy Chase | Chairman | |||
| Chad Norfolk | Principal, Shareholder And Senior Financial Advisor | |||
| Eric Bland | Portfolio Manager | |||
| Samuel Callard | Senior Client Advisor | |||
| Paul Speargas | Principal And Shareholder | |||
| Matthew Mueller | Analyst |
70. Longuevue Capital, Llc
Industry: Investment Management
Location: Louisiana
Website: lvcpartners.com
Company Founded: 2001
Company Size: 11-50
Company Address: 111 Veterans Boulevard, New Orleans, Louisiana, United States
Longuevue Capital, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Charles Cox | Director | |||
| John Rees | Vice President | |||
| David Darragh | Operating Partner | |||
| Evan Golden | Senior Associate | |||
| Sam Fihma | Associate | |||
| Ryan Nagim | Partner | |||
| Rick Rees | Co-founder And Managing Partner |
71. Koniag, Inc.
Industry: Investment Management
Location: Alaska
Website: koniag.com
Company Founded: 1972
Company Size: 501-1000
Company Address: 194 Alimaq Drive, Kodiak, Alaska, United States
Koniag, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| C Janee Caslin | Project Manager | |||
| Vinay Thota | Aws And Devops Engineer | |||
| Elizabeth Perry | Chief Executive Officer At Koniag, Inc | |||
| Thomas Ulsas | Senior Director | |||
| Noorie Pasha | Senior Technical Recruiter | |||
| Gordon Pullar | Operating Group President | |||
| Janissa Johnson | Director, Board Of Directors |
72. Ash Crest Corp.
Industry: Investment Management
Location: Indiana
Website: ashcrest.com
Company Founded: 2016
Company Size: 1-10
Company Address: 888 South Harrison Street, Fort Wayne, Indiana, United States
Ash Crest Corp. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tony Brita | Vp| Chief Operating And Financial Officer |
73. Jensen Investment Management
Industry: Investment Management
Location: Oregon
Website: jenseninvestment.com
Company Founded: 1988
Company Size: 11-50
Company Address: 5500 Southwest Meadows Road, Lake Oswego, Oregon, United States
Jensen Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cole Ebel | Marketing Associate | |||
| Erika Castro | Marketing Distribution Associate | |||
| Dorothy Friedrich | Director Of Marketing | |||
| Christopher Neill | Director Of Institutional Sales | |||
| Jeff Wilson | Business Analyst | |||
| Richard Clark | Director Of Sales And Marketing | |||
| Alexandria Sorosky | Manager Of Sales And Client Services |
74. Bernhard Capital Partners
Industry: Investment Management
Location: Louisiana
Website: bernhardcapital.com
Company Founded: 2013
Company Size: 11-50
Company Address: 400 Convention Street, Baton Rouge, Louisiana, United States
Bernhard Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeffrey Koonce | Managing Director | |||
| Christopher Ringswald | Vice President | |||
| R Foster Duncan | Operating Partner Bernhard Capital Partners | |||
| Bryan Poppler | Vice President | |||
| Christopher Dillon | Managing Director | |||
| George Bevan | Partner | |||
| Justin Glenn | Associate |
75. Investechs
Industry: Investment Management
Location: Oregon
Website: investechs.com
Company Founded: 2013
Company Size: 1-10
Investechs Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kevin Bull | Co Founder And Business Development | |||
| Esteban Vollenweider | Co-founder, Vice President Of Technology | |||
| Esteban Vollenweider | Technology |
76. Hamilton Capital Management
Industry: Investment Management
Location: Ohio
Website: hamiltoncapital.com
Company Founded: 1997
Company Size: 51-200
Company Address: 5025 Arlington Centre Boulevard, Columbus, Ohio, United States
Hamilton Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Phil Shaffer | Managing Director Of Institutional Services At Hamilton Capital, A Nationally Acclaimed Registered | |||
| Phil Shaffer | Managing Director Of Institutional Services At Hamilton Capital, A Nationally Acclaimed Registered | |||
| J Ryan Chambers | Associate Financial Advisor | |||
| J Ryan Chambers | Associate Financial Advisor | |||
| J Ryan Chambers | Associate Financial Advisor | |||
| Gregory Smith | Senior Vice President | |||
| Gregory Smith | Senior Vice President |
77. New England Asset Management (neam)
Industry: Investment Management
Location: Connecticut
Website: neamgroup.com
Company Founded: 1984
Company Size: 51-200
Company Address: 74 Batterson Park Road, Farmington, Connecticut, United States
New England Asset Management (neam) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| William Rotatori | Chairman And Chief Executive Officer | |||
| Tim Bourdon | New Business Development | |||
| Jennifer Logee | Compliance Officer | |||
| David Cohen | New Business Development Professional | |||
| Andrew Brown | Senior Research Analyst | |||
| Garett Plona | Senior Client Strategist And Portfolio Manager | |||
| Philip Malinics | Portfolio Analytics And Support |
78. Highland Associates; Birmingham, Al
Industry: Investment Management
Location: Alabama
Website: highlandassoc.com
Company Founded: 1987
Company Size: 11-50
Company Address: 2545 Highland Avenue South, Birmingham, Alabama, United States
Highland Associates; Birmingham, Al Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andy Webb | Director | |||
| T Jason Copeland | Director, Alternative Investments | |||
| Patricia Stutts | Performance Analyst | |||
| Bill Terry | Chairman Of The Board | |||
| Scott Sealock | Director | |||
| Ivy Lung | Associate Investment Consultant - Assistant Vice President | |||
| Lauren Bates | Research Associate, Portfolio Management And Capital Markets |
79. Ferguson Wellman Capital Management
Industry: Investment Management
Location: Oregon
Website: fergusonwellman.com
Company Founded: 1975
Company Size: 11-50
Company Address: 888 Southwest Fifth Avenue, Portland, Oregon, United States
Ferguson Wellman Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Holwerda | Managing Director | |||
| Tara Kinateder | Executive Vice President | |||
| Samantha Pahlow | Senior Vice President And Portfolio Manager | |||
| Ralph Cole | Executive Vice President Of Research | |||
| Peter Jones | Vice President | Research | |||
| Marc Fovinci | Principal | Fixed Income Strategy And Portfolio Management | |||
| Alex Harding | Trading Associate |
80. Vigilant Capital Management, Llc
Industry: Investment Management
Location: Maine
Website: vigilantcap.com
Company Founded: 2002
Company Size: 11-50
Vigilant Capital Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Endri Trajani | Portfolio Manager - Fixed Income | |||
| Hannah Strickland | Portfolio Manager And Research Analyst | |||
| Dan Mulkern | Principal And Founder | |||
| Sam Witherspoon | Portfolio Manager And Analyst | |||
| Jeff Carlisle | Founder And Principal | |||
| Laura Daskoski | Managing Director | |||
| Chris Penfield | Wealth Advisor |
81. Acropolis Investment Management, Llc
Industry: Investment Management
Location: Missouri
Website: acrinv.com
Company Founded: 2002
Company Size: 11-50
Company Address: 14567 North Outer Forty Road, Chesterfield, Missouri, United States
Acropolis Investment Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dave Ott | Partner | |||
| Cliff Reynolds | Portfolio Manager And Vice President, Bank Services Group | |||
| Dannelle Ward | Partner | |||
| Sakis Salas | Senior Portfolio Manager | |||
| Michael Lissner | Partner | |||
| Ryanne Tilley | Consultant - Acropolis Retirement Plan Solutions | |||
| Christian Wagner | Portfolio Advisor |
82. Estee Capital Llc
Industry: Investment Management
Location: New Jersey
Company Founded: 2011
Company Size: 1-10
Company Address: 560 Sylvan Avenue, Englewood Cliffs, New Jersey, United States
Estee Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sandeep Tyagi | Chairman And Managing Director |
83. Svpglobal
Industry: Investment Management
Location: Connecticut
Website: svpglobal.com
Company Founded: 2001
Company Size: 51-200
Company Address: 100 West Putnam Avenue, Greenwich, Connecticut, United States
Svpglobal Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dorothy Brill | Head Of Human Resources | |||
| Robb Mercer | Director Of Operations And Analytics | |||
| Thierry Valenbreder | Tax Counsel | |||
| Greg Braylovskiy | Managing Director | |||
| Ranji Nagaswami | Advisory Council | |||
| Kristin Meehan | Fund Accountant | |||
| Timothy Khoury | Senior Associate |
84. Cook Street Consulting, Inc.
Industry: Investment Management
Location: Colorado
Website: cookstreetconsulting.com
Company Founded: 1999
Company Size: 11-50
Company Address: 5299 Dtc Boulevard, Greenwood Village, Colorado, United States
Cook Street Consulting, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Palmer | Senior Performance Analyst | |||
| Sean Waters | Co-founder, Managing Director | |||
| Patrick Smith | Managing Director | Chief Investment Officer | |||
| Madison Alexander | Research Analyst | |||
| Dana Hensel | Managing Director | |||
| Anna Harris | Senior Research Analyst | |||
| Josh Adams | Research Analyst |
85. Sparrow Capital Management, Inc.
Industry: Investment Management
Location: Missouri
Website: sparrowcapital.com
Company Founded: 1988
Company Size: 1-10
Company Address: 1 Metropolitan Square, St. Louis, Missouri, United States
Sparrow Capital Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gerry Sparrow | Chief Investment Officer | |||
| Karen Eisenhauer | Sales Assistant |
86. Grandeur Peak Global Advisors, Llc
Industry: Investment Management
Location: Utah
Website: grandeurpeakglobal.com
Company Founded: 2011
Company Size: 11-50
Company Address: 136 South Main Street, Salt Lake City, Utah, United States
Grandeur Peak Global Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Siddoway | Head Of Client Service | |||
| Tyler Glauser | Research Analyst | |||
| Jason Mullin | Global Equities Trader | |||
| Nate Carmen | Operations Analyst | |||
| Blake Walker | Portfolio Manager | |||
| Sydney Dahl | Data Analyst | |||
| Dane Nielson | Equity Research Analyst |
87. Champlain Investment Partners, Llc
Industry: Investment Management
Location: Vermont
Website: cipvt.com
Company Founded: 2004
Company Size: 11-50
Company Address: 180 Battery Street, Burlington, Vermont, United States
Champlain Investment Partners, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Eric Ode | Partner, Chief Financial Officer | |||
| Lukas Yasuda | Associate Operations | |||
| Robert Hallisey | Analyst And Partner | |||
| Wendy Nunez | Partner And Chief Compliance Officer And Chief Operating Officer | |||
| Joseph Farley | Analyst And Partner | |||
| Jackie Williams | Healthcare Analyst | |||
| Mike Cervi | Partner, Client Service |
88. Chickasaw Capital Management, Llc
Industry: Investment Management
Location: Tennessee
Website: chickasawcap.com
Company Size: 11-50
Company Address: 6075 Poplar Avenue, Memphis, Tennessee, United States
Chickasaw Capital Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steven Delarosa | Managing Director | |||
| Walter Frank | Associate Analyst | |||
| Andrew Lapsley | Managing Director | |||
| Matt Mead | Principal, Chickasaw Capital Management, Llc | |||
| Will Threadgill | Controller | |||
| Andy Garrett | General Counsel | |||
| Heather Ottinger | Client Analyst |
89. Carillon Tower Advisers
Industry: Investment Management
Location: Florida
Website: carillontower.com
Company Founded: 2016
Company Size: 201-500
Company Address: 880 Carillon Parkway, St. Petersburg, Florida, United States
Carillon Tower Advisers Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kieran Stover | Senior Vice President, Institutional Sales And Consultant Relations | |||
| Joe Centofonti | Regional Vice President | |||
| Meco Sparks | Head Of Retail Integrated Channel Marketing | |||
| Meco Sparks | Head Of Retail Integrated Channel Marketing | |||
| Addison Thornton | Regional Vice President | |||
| Cassandra Christopher | Senior Vice President, Divisional Sales Manager - West | |||
| Dana Cunningham | Vice President - Strategic Accounts |
90. Palmer Square Capital Management Llc
Industry: Investment Management
Location: Kansas
Website: palmersquarecap.com
Company Founded: 2009
Company Size: 11-50
Company Address: 1900 Shawnee Mission Parkway, Mission Woods, Kansas, United States
Palmer Square Capital Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jimmy Dwyer | Executive Director Business Development | |||
| Matt Joseph | Vice President Of Finance And Accounting | |||
| Armand Thompson | Associate | |||
| Laird Boulden | Senior Associate And Credit Analyst | |||
| Jon Brager | Portfolio Manager | |||
| Taylor Moore | Executive Director | |||
| Rachel Raskin | Vice President |
91. Elk Rock Capital Partners Inc
Industry: Investment Management
Location: Oregon
Website: elkrockcapital.com
Company Size: 1-10
Company Address: 201 B Avenue, Lake Oswego, Oregon, United States
Elk Rock Capital Partners Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Robert Moir | President And Chief Executive Officer | |||
| David Saltzman | Vice President |
92. 361 Capital
Industry: Investment Management
Location: Colorado
Website: 361capital.com
Company Founded: 2001
Company Size: 11-50
Company Address: 4600 South Syracuse Street, Denver, Colorado, United States
361 Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kelsey Sokoloski | Director, South Central And Great Lakes Region | |||
| Josh Vail | President | |||
| Ryan Starbuck | Marketing Operations Analyst | |||
| Wade Clouse | Chief Compliance Officer And Senior Vice President Operations | |||
| Justine Schulerud | Director, Content And Demand Generation | |||
| Joseph Paonessa | Chief Financial Officer | |||
| Kathy Maggiora | Executive Assistant |
93. Iron Horse Wealth Management, Llc
Industry: Investment Management
Location: Iowa
Website: ironhorsewm.com
Company Size: 1-10
Company Address: 8711 Windsor Parkway, Johnston, Iowa, United States
Iron Horse Wealth Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Danny Beyer | Lead Advisor, Retirement Plan Management | |||
| Dennis Markway | President | |||
| Greg Hayes | Senior Advisor, Retirement Plan Management | |||
| Ron Markway | Operations Head | |||
| Lori Kaestner | Administrative Assistant |
94. The Coin Shop
Industry: Investment Management
Location: Indiana
Company Size: 1-10
The Coin Shop Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joe Doyle | Assistant Principal Bhss | |||
| Angela Harlan | Assessment Coordinator | |||
| Catharine Rademacher | Teacher | |||
| Kathy Bruner | Community Based Special Educ Coord | |||
| Diana Hoffman | Graphic Designer And Marketer-pr And Volunteer Coordinator | |||
| Susanna Shelton | Teacher | |||
| Doreen Devitt | Speech And Language Pathologist |
95. Sixty West
Industry: Investment Management
Location: Missouri
Website: sixty-west.com
Company Founded: 2016
Company Size: 51-200
Company Address: 718 Highway 60, Dexter, Missouri, United States
Sixty West Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Mills | Co-founder And Principal | |||
| Michael Williams | Director Of Investor Relations | |||
| Daniel Willingham | Tax Counsel | |||
| Dylan Acevedo | Investor Relations | |||
| Samuel Ward | Financial Analyst | |||
| Ben Ressel | Banking And Financing Relationship Manager | |||
| Brett Larkowski | Cfo, Renewable Energy Alternatives |
96. Valentine Ventures, Llc
Industry: Investment Management
Location: Oregon
Company Founded: 1997
Company Size: 1-10
Company Address: 550 Southwest Industrial Way, Bend, Oregon, United States
Valentine Ventures, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| William Valentine | Prez | |||
| Michael Bird | Director Of Valentine 401 Services | |||
| Andrew Gray | Advisor, Shareholder |
97. Southernsun Asset Management
Industry: Investment Management
Location: Tennessee
Website: southernsunam.com
Company Founded: 1989
Company Size: 11-50
Company Address: 175 Toyota Plaza, Memphis, Tennessee, United States
Southernsun Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tucker Davis | Senior Associate - Business Development And Client Relations | |||
| Michael Mcnamara | Principal | |||
| John Roach | Principal, Chief Administrative Officer | |||
| Gentry Martin | Senior Associate | |||
| Jenell Jones | Executive Administrative Assistant | |||
| Kaci Willard | Executive Assistant, Global Investment Group | |||
| Jim Dorman | Senior Analyst |
98. Frontier Asset Management
Industry: Investment Management
Location: Wyoming
Website: frontierasset.com
Company Founded: 2000
Company Size: 11-50
Company Address: 50 East Loucks Street, Sheridan, Wyoming, United States
Frontier Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jordan Peplinski | Regional Director | |||
| David Ulm | Regional Director | |||
| Krista Jorgenson | National Accounts Manager | |||
| Tom Mclaughlin | Regional Sales Consultant | |||
| Sarah Klaben | National Accounts Manager | |||
| Clifford Stanton | Director Of Investments | |||
| Cathy Pelissier | Human Resources Manager |
99. Courage Capital Management, Llc
Industry: Investment Management
Location: Tennessee
Website: couragecap.com
Company Founded: 1998
Company Size: 11-50
Company Address: 4400 Harding Road, Nashville, Tennessee, United States
Courage Capital Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Richard Patton | Chief Executive Officer And Chief Information Officer Of Courage Capital Management | |||
| Brent Wilson | Associate | |||
| Blake Rowlinson | Investment Associate At Courage Music | |||
| Jason Somerville | Portfolio Manager Of Courage Music |
100. Hoosier Energy
Industry: Investment Management
Location: Indiana
Website: hoosierenergy.com
Company Founded: 1949
Company Size: 201-500
Company Address: 2501 South Cooperative Way, Bloomington, Indiana, United States
Hoosier Energy Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeremy Sowders | Economic Development Coordinator | |||
| Scott Bowers | Vice President Public Policy And Member Services | |||
| Rob Horton | Chief Operating Officer | |||
| Megan Miller | Human Resources Analyst | |||
| Holly Nethery | Senior Analyst | |||
| Donna Walker | Chief Executive Officer | |||
| Tianyu Chen | Capstone Consultant |
101. Hm Payson & Co
Industry: Investment Management
Location: Maine
Website: hmpayson.com
Company Founded: 1854
Company Size: 11-50
Company Address: 0ne Portland Square, Portland, Maine, United States
Hm Payson & Co Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Csric Timothy Kaijala | Alternatives Analyst And Research Analyst | |||
| Jeff Soules | Trader | |||
| David Hines | Director Of Research And Managing Director | |||
| Timothy Griffin | Portfolio Manager | |||
| Molly Reinfried | Chair Of Financial Planning Group | |||
| Chip Weickert | Managing Director | |||
| Daniel Lay | Managing Director, Portfolio Manager, Institutional Management Group |
102. Revelstoke Capital Partners Llc
Industry: Investment Management
Location: Colorado
Website: revelstokecp.com
Company Size: 11-50
Company Address: 3033 East 1st Avenue, Denver, Colorado, United States
Revelstoke Capital Partners Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Russell Cassella | Managing Partner | |||
| Eric Hale | Associate | |||
| Ronan Mcintosh | Associate | |||
| Michael Constantinides | Vice President | |||
| Biatriz Portillo | Controller | |||
| Kylee Morton | Operations Manager | |||
| Katherine Caswell | Senior Accountant |
103. Spartan Invest
Industry: Investment Management
Location: Alabama
Website: spartaninvest.com
Company Founded: 2010
Company Size: 11-50
Company Address: 2015 3rd Avenue North, Birmingham, Alabama, United States
Spartan Invest Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amanda Ford | Client Services Manager | |||
| Jennifer Minkler | Human Resources And Recruiting Manager | |||
| Jason Clark | Vice President Of Construction And Development | |||
| Lindsay Davis | Chief Executive Officer | |||
| Whitney Hamm | Marketer | |||
| Paige Ip | Investor Relations Manager | |||
| Bridget Alverson | Leasing Agent |
104. Raincatcher
Industry: Investment Management
Location: Colorado
Website: raincatcher.com
Company Founded: 2011
Company Size: 1-10
Company Address: 7900 East Union Avenue, Denver, Colorado, United States
Raincatcher Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Halma | Associate Broker | |||
| Michelle Ackerman | Associate Broker | |||
| Jude David | Senior Merger And Acquisition Advisor | |||
| Aaron Linnebach | Managing Director | |||
| Chase Kenner | Associate Broker |
105. Bradley, Foster & Sargent, Inc.
Industry: Investment Management
Location: Connecticut
Website: bfsinvest.com
Company Founded: 1994
Company Size: 11-50
Company Address: 185 Asylum Street, Hartford, Connecticut, United States
Bradley, Foster & Sargent, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Charles Herbert | Principal Director Of Sales Marketing | |||
| Cameron Burns | Executive Vice President And Principal | |||
| William Peelle | Principal | |||
| Tyler Pulcini | Trading Operations Assistant | |||
| Robert Bradley | Chairman | |||
| Thuy Nguyen | Business Analyst | |||
| Lucas Michaud | Equity Research Intern |
106. Kingdom Capital
Industry: Investment Management
Location: Missouri
Website: kingdomcapital.com
Company Founded: 2016
Company Size: 1-10
Company Address: 16100 Swingley Ridge, St. Louis, Missouri, United States
Kingdom Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dan Thompson | Vice President, Health And Medical | |||
| Brandon Mann | Co-founder, Managing Partner And Chief Executive Officer | |||
| Scott Glover | President, Health-medical Sector | |||
| Brian Bennett | Director Of The Leadership Institute | |||
| Michelle Hackmann | Executive Assistant To The Chief Executive Officer | |||
| Nicole Peterson | Administrative Assistant |
107. Foundations Investment Advisors
Industry: Investment Management
Location: Arizona
Website: fiwealth.com
Company Size: 201-500
Company Address: 10575 North 114th Street, Scottsdale, Arizona, United States
Foundations Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Owen Tennyson | Financial Service Advisor |
108. Goelzer Investment Management
Industry: Investment Management
Location: Indiana
Website: goelzerinc.com
Company Founded: 1969
Company Size: 11-50
Company Address: 111 Monument Circle, Indianapolis, Indiana, United States
Goelzer Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeffrey Borgert | Institutional Investment Advisor | |||
| Dean Weseli | Investment Advisor | |||
| Aimee Deveau | Office Manager | |||
| Craig Maschmeyer | Associate Portfolio Manager | |||
| Jonah Gjertson | Institutional Analyst | |||
| Don Hutchinson | Managing Director Institutional Advisory Services | |||
| Dean Weseli | Investment Advisor |
109. Cook Inlet Region, Inc.
Industry: Investment Management
Location: Alaska
Website: ciri.com
Company Founded: 1972
Company Size: 51-200
Company Address: 725 East Fireweed Lane, Anchorage, Alaska, United States
Cook Inlet Region, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ethan Tyler | Director, Corporate Affairs | |||
| Suzanne Settle | Vice President Energy And Infrastructure | |||
| Meg Arminski | Senior Director Of Human Resources And Operations | |||
| Craig Driver | Director Of Real Estate | |||
| Lisa Chen | Accounting Manager, Subsidiaries And Investments | |||
| Jason Moore | Senior Director, Corporate Affairs | |||
| Dave Stevens | Senior Director, Business Development And Tax At Cook Inlet Region, Inc |
110. Shelter Growth Capital Partners | Sg Capital Partners
Industry: Investment Management
Location: Connecticut
Website: sheltergrowth.com
Company Founded: 2015
Company Size: 11-50
Company Address: 1 Dock Street, Stamford, Connecticut, United States
Shelter Growth Capital Partners | Sg Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dan Sparks | Ceo, Chief Information Officer And Founder | |||
| Randal Johnson | Head Of Abs Structured Finance | |||
| Kevin Gasvoda | Founder | |||
| Barclay Bowen | Marketing And Investor Relations | |||
| Peter Rader | Credit Analyst |
111. Atlas Holdings Llc
Industry: Investment Management
Location: Connecticut
Website: atlasholdingsllc.com
Company Founded: 2002
Company Size: 11-50
Company Address: 100 Northfield Street, Greenwich, Connecticut, United States
Atlas Holdings Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Fritz Henderson | Operating Partner | |||
| Tim Fazio | Managing Partner And Co-founder | |||
| Bryan Roberts | Director Of Information Technology | |||
| Joan Middleton | Owner | |||
| Dawn Lubega | Project Manager | |||
| Daniel Turzillo | Project Manager And Safety Manager |
112. Fiduciary Management, Inc. (fmi)
Industry: Investment Management
Location: Wisconsin
Website: fiduciarymgt.com
Company Founded: 1980
Company Size: 11-50
Company Address: 100 East Wisconsin Avenue, Milwaukee, Wisconsin, United States
Fiduciary Management, Inc. (fmi) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bladen Burns | Partner | |||
| Mike Stanley | Partner | |||
| Carrie Nichols | Vice President - Client Service | |||
| Ryan Ladwig | Operations And Compliance Officer | |||
| Drew Peterson | Vice President - Client Service | |||
| Alexandra Syvrud | Client Service Associate | |||
| Jessica Taske | Vice President - Administration |
113. Peterson Acquisitions
Industry: Investment Management
Location: Kansas
Website: petersonacquisitions.com
Company Size: 1-10
Company Address: 8700 Monrovia, Lenexa, Kansas, United States
Peterson Acquisitions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chad Your | Owner | |||
| Lee Levinson | Acquisitions Consultant |
114. Johnson Investment Counsel
Industry: Investment Management
Location: Ohio
Website: johnsoninv.com
Company Founded: 1965
Company Size: 51-200
Company Address: 3777 West Fork Road, Cincinnati, Ohio, United States
Johnson Investment Counsel Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christian Brandetsas | Portfolio Manager Assistant | |||
| Christian Brandetsas | Portfolio Manager Assistant | |||
| Christian Brandetsas | Portfolio Manager Assistant | |||
| Emily Shewmaker | Portfolio Manager Assistant | |||
| Jamie Winburn | Marketing Manager | |||
| Jason Jackman | President And Chief Investment Officer | |||
| Jonathan Mcevoy | Portfolio Manager, Johnson Investment Services |
115. Performance Equity Management, Llc
Industry: Investment Management
Location: Connecticut
Website: peqm.com
Company Founded: 2005
Company Size: 11-50
Performance Equity Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Ward | Head Of Business Development And Consultant Relations | |||
| Jeffrey Reals | Managing Director | |||
| Christopher Millin | Chief Financial Officer | |||
| Kyle Lavecchia | Portfolio Associate | |||
| Betty Quigley | Business Records Analyst | |||
| Anubha Srivastava | Principal |
116. Fci Advisors
Industry: Investment Management
Location: Kansas
Website: fciadvisors.com
Company Founded: 1966
Company Size: 51-200
Company Address: 5901 College Boulevard, Overland Park, Kansas, United States
Fci Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Scott Sollars | Senior Vice President And Portfolio Manager | |||
| Stuart Berkley | Senior Vice President, Portfolio Manager | |||
| Peter Greig | Co-cio Fixed Income And Senior Vice President | |||
| Emily West | Vice President, Portfolio Manager | |||
| Brian Perott | Managing Director, Core Equity Group | |||
| Sara Mikkelsen | Senior Business Analyst | |||
| William Koehler | President And Chief Executive Officer |
117. Nachman Norwood & Parrott Wealth Management Consultancy
Industry: Investment Management
Location: South Carolina
Website: nnpwealth.com
Company Size: 11-50
Company Address: 1116 South Main Street, Greenville, South Carolina, United States
Nachman Norwood & Parrott Wealth Management Consultancy Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Nachman | Partner | |||
| Russell Miller | Partner | |||
| Ben Norwood | Partner | |||
| Sarah Farmer | Wealth Planner | |||
| Wesley Boyce | Partner | |||
| Maura Copsey | Partner | |||
| Anna Madden | Administrative Specialist |
118. Scout Investments
Industry: Investment Management
Location: Missouri
Website: scoutinv.com
Company Size: 51-200
Company Address: 928 Grand Boulevard, Kansas City, Missouri, United States
Scout Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| C Michael Edwards | President | |||
| Michael Cumming | Senior International Equity Analyst | |||
| Timothy Burger | Senior Analyst | |||
| Chang Shin | Chief Compliance Officer | |||
| Michael Dicioccio | Vp, Head Trader | |||
| Jennifer Moran | Institutional Sales Associate | |||
| Eric Chenoweth | Senior Analyst, Scout Mid Cap Equity Strategy |
119. Hightower Bethesda
Industry: Investment Management
Location: Maryland
Company Founded: 2011
Company Size: 11-50
Hightower Bethesda Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cfpâ Leah Jones | Director Of Financial Planning | |||
| Cepa Jeff Leventhal | Managing Director And Partner At Hightower Bethesda | |||
| Leah Jones | Director Of Financial Planning, Hightower Bethesda | |||
| Michael Zoller | Senior Investment Analyst | |||
| Erick Roshelli | Senior Financial Advisor | |||
| Debi Engle | Registered Client Associate | |||
| Jacqueline Lonnerdal | Operations Manager |
120. Alturas
Industry: Investment Management
Location: Idaho
Company Founded: 2009
Company Size: 11-50
Company Address: 500 East Shore Drive, Eagle, Idaho, United States
Alturas Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Blake Hansen | Founder And Chief Executive Officer |
121. Monfort Companies
Industry: Investment Management
Location: Colorado
Website: monfortcompanies.com
Company Founded: 2014
Company Size: 201-500
Company Address: 1962 Blake Street, Denver, Colorado, United States
Monfort Companies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kenneth Monfort | Director | |||
| Bret Bickham | General Manager | |||
| Lake Labeau | Assistant, Front Office |
122. Vista Capital Partners
Industry: Investment Management
Location: Oregon
Website: vistacp.com
Company Founded: 2001
Company Size: 11-50
Company Address: 9755 Southwest Barnes Road, Portland, Oregon, United States
Vista Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Emily Sheldon | Client Service Administrator | |||
| Cfpâ Jon Gannon | Portfolio Manager | |||
| Tana Thomson | Chief People Officer | |||
| Erika Farleigh | Client Service Administrator | |||
| Katelyn Schwartz | Client Service Administrator | |||
| Doug Johanson | Chief Executive Officer | |||
| Patrick Yazhari | Advisor |
123. Belpointe Asset Management Llc
Industry: Investment Management
Location: Connecticut
Company Founded: 2007
Company Size: 11-50
Company Address: 125 Greenwich Avenue, Greenwich, Connecticut, United States
Belpointe Asset Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Greg Skidmore | President Of Belpointe Asset Management | |||
| Pedro Ramirez | Senior Wealth Advisor, Crpc | |||
| Scott Mclean | Registered Investment Advisor | |||
| Richard Roscelli | Investment Advisor Representative Portfolio Development | |||
| George Kastanis | Senior Wealth Manager | |||
| Larry Hart | Investment Advisor Representative | |||
| Don Kisselbach | Senior Portfolio Manager |
124. Leawood Venture Capital
Industry: Investment Management
Location: Kansas
Website: leawoodvc.com
Company Founded: 2017
Company Size: 1-10
Company Address: 4000 West 114th Street, Leawood, Kansas, United States
Leawood Venture Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brendan Fallis | Founding Partner | |||
| Karl Gemperli | Founding Partner |
125. Heartland Advisors, Inc.
Industry: Investment Management
Location: Wisconsin
Website: heartlandadvisors.com
Company Founded: 1983
Company Size: 11-50
Company Address: 790 North Water Street, Milwaukee, Wisconsin, United States
Heartland Advisors, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nicole Best | Senior Vice President, Chief Financial Officer And Chief Administrative Officer | |||
| Colin Mcwey | Portfolio Manager | |||
| Bill Nasgovitz | Chairman, Chief Information Officer And Portfolio Manager | |||
| Troy Mcglone | Vice President And Portfolio Manager | |||
| Pat Dowling | Vice President - Information Systems | |||
| Erin Turtenwald | Corporate Controller | |||
| Linda Lorenz | Portfolio Accounting Manager |
126. Cedar Investors
Industry: Investment Management
Location: Colorado
Website: cedarinvestors.com
Company Founded: 2016
Company Size: 1-10
Cedar Investors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Shannon | Managing Partner | |||
| Justin Starzyk | Chairman And Acting Ceo, Cedar Dental | |||
| Maggie Jarrett | Principal | |||
| Theresa Barrett | Executive Assistant | |||
| Niyant Dholakia | Associate |
127. Element Wealth
Industry: Investment Management
Location: Mississippi
Website: myelementwealth.com
Company Founded: 2017
Company Size: 1-10
Company Address: 800 Woodlands Parkway, Ridgeland, Mississippi, United States
Element Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lee Yancey | Investment Advisor Representative | |||
| Lance Heisler | Investment Advisor Representative | |||
| Juli-ann Marquette | Strategic Development And Client Advocacy |
128. Old National Wealth Management
Industry: Investment Management
Location: Indiana
Company Founded: 1907
Company Size: 51-200
Company Address: 1 Main Street, Evansville, Indiana, United States
Old National Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| M.s Katie | Assistant Vice President, Trust Officer | |||
| Mark Chandler | Vice President - Evansville Market Trust Administration Manager | |||
| Eric Lindley | Trust Counsel And Wealth Group Support Director, Senior Vice President | |||
| Cynthia Goodman | Vice President And Portfolio Manager | |||
| Leeanne Lollar | Client Advisor, Vice President | |||
| Manda Combs | Client Advisor, Assistant Vice President | |||
| Jared Blanton | Vice President |
129. New Mexico State Investment Council, Endowment
Industry: Investment Management
Location: New Mexico
Company Size: 1-10
Company Address: 2055 South Pacheco Street, Santa Fe, New Mexico, United States
New Mexico State Investment Council, Endowment Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jodi Porter | Director Of Communications | |||
| Jodi Porter | Director Of Communications | |||
| Alexandria Smith | Manager Of Strategic Planning And Special Projects, Office Of The Secretary | |||
| Alexandria Smith | Manager Of Strategic Planning And Special Projects, Office Of The Secretary | |||
| Isabel Jaurequi-maestas | Family Assistance Analyst | |||
| Marcos Lujan | Management Analyst | |||
| Marcos Lujan | Management Analyst |
130. Hull Street Energy, Llc
Industry: Investment Management
Location: Maryland
Website: hullstreetenergy.com
Company Founded: 2014
Company Size: 11-50
Company Address: 4920 Elm Street, Bethesda, Maryland, United States
Hull Street Energy, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Scott Hofmeister | Vice President | |||
| Randall Osteen | Managing Director And General Counsel, Portfolio Companies | |||
| Yochai Ben-haim | Director Of Financial Planning And Analysis | |||
| Michael Booth | Partner, Head Of Quantitative Analytics | |||
| Katy Casey | Human Resources Manager | |||
| Alina Kasprik | Finance Manager, Fp And A | |||
| Matthew Burrows | Associate |
131. Midwest Growth Partners
Industry: Investment Management
Location: Iowa
Company Founded: 2013
Company Size: 1-10
Company Address: 7049 Vista Drive, West Des Moines, Iowa, United States
Midwest Growth Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Mickelson | Founder And Managing Partner | |||
| Matt Sargent | Associate | |||
| Zane Hendricks | Associate | |||
| Callen Magerkurth | Winter Analyst | |||
| Dianne Frazer | Administrative Assistant |
132. Northcoast Asset Management
Industry: Investment Management
Location: Connecticut
Website: northcoastam.com
Company Founded: 1988
Company Size: 11-50
Northcoast Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Moonan | Senior Vice President- Head Of Both The Institutional Division And Advisory Business | |||
| Bob Wright | Managing Director | |||
| Colin Ushkowitz | Private Client Advisor | |||
| William Ostruzka | Vice President | |||
| Lisa Morin | Office Manager | |||
| Warren Greene | Senior Vice President | |||
| Zachary Moore | Manager |
133. Asset Iq
Industry: Investment Management
Location: Ohio
Website: assetiqllc.com
Company Founded: 2011
Company Size: 11-50
Company Address: 1126 Old Street, Batavia, Ohio, United States
Asset Iq Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dale Barger | Executive Chairman And President | |||
| Dale Barger | Executive Chairman And President | |||
| Lori Beck | Auction Coordinator | |||
| Lori Beck | Auction Coordinator | |||
| Lori Beck | Auction Coordinator |
134. Connecticut Wealth Management, Llc
Industry: Investment Management
Location: Connecticut
Website: ctwealthmgmt.com
Company Founded: 2010
Company Size: 11-50
Company Address: 281 Farmington Avenue, Farmington, Connecticut, United States
Connecticut Wealth Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Labib Fasihuddin | Associate Financial Advisor | |||
| Cfpâ Denis M. Horrigan | Partner | |||
| Jarrett Solomon | Partner | |||
| Megan Trask | Senior Financial Advisor | |||
| Denis Horrigan | Partner | |||
| Cepa Denis M. Horrigan | Partner | |||
| Elizabeth Debassio | Managing Advisor |
135. Vision Advisors
Industry: Investment Management
Location: Arkansas
Company Size: 11-50
Vision Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Corbett Sutton | Business Consultant And Certified Real Life Management Coach | |||
| Chris Corjay | Business Consultant Focused On Safe Money Investing For The Long-term | |||
| Joel Zillioux | President | |||
| Dale Walbert | President | |||
| Jordan Terry | Business Development, Information Technology And Web Designer | |||
| Kyle Pitts | Sales Director | |||
| Keith Golden | Graphic Designer |
136. Gramercy Funds Management Llc
Industry: Investment Management
Location: Connecticut
Website: gramercy.com
Company Founded: 1998
Company Size: 51-200
Company Address: 20 Dayton Avenue, Greenwich, Connecticut, United States
Gramercy Funds Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Robert Koenigsberger | Managing Partner And Chief Investment Officer | |||
| Ca Brian Nunes | Senior Vice President | |||
| Ca Brian Nunes | Senior Vice President | |||
| Joe Griffin | New Business Development | |||
| Brandon Denatale | Senior Vice President At Gramercy Funds Management Llc | |||
| Pamela Ortiz | Temporary Assistant | |||
| Lacie Smith | Managing Director, Head Of Investor Relations |
137. Blanchard And Company
Industry: Investment Management
Location: Louisiana
Website: blanchardgold.com
Company Founded: 1974
Company Size: 51-200
Company Address: 909 Poydras Street, New Orleans, Louisiana, United States
Blanchard And Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Beahm | President And Chief Executive Officer | |||
| Sarah Munson | â Director Of Marketing | |||
| David Zanca | Senior Portfolio Director | |||
| Marc Jaynes | Senior Account Executive | |||
| David Holmes | Gold Bullion And Rare Gold Coin Trader | |||
| Michael Baricev | Information Technology Director | |||
| Dale Cash | Senior Account Executive |
138. Colonial Trust Company
Industry: Investment Management
Location: South Carolina
Website: colonialtrust.com
Company Founded: 1913
Company Size: 11-50
Company Address: 359 South Pine Street, Spartanburg, South Carolina, United States
Colonial Trust Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Reid Thompson | Vice President, Corporate Retirement Plan Specialist | |||
| Lori Cash | Trust Administrator | |||
| Libby Adamson | Business Manager | |||
| Paula Burkhart-pritchett | Trust Administrator | |||
| Heather Tisdale | Trust Administrator | |||
| Karen Longhurst | Vice President |
139. Cambiar Investors
Industry: Investment Management
Location: Colorado
Website: cambiar.com
Company Founded: 1973
Company Size: 11-50
Cambiar Investors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Duffy | Trade Settlements At Cambiar Investors | |||
| Karl Engelmann | Senior Vice-president | |||
| Jim Stamper | Director Of Institutional Sales And Client Service | |||
| Brian Barish | President | |||
| Chanelle Furlong | Associate Comptroller | |||
| Danielle Weinman | Internal Marketing And Analytics | |||
| Yvonne Lovato | Vice President - Compliance |
140. Boyd Watterson Asset Management
Industry: Investment Management
Location: Ohio
Website: boydwatterson.com
Company Founded: 1928
Company Size: 51-200
Company Address: 1301 East 9th Street, Cleveland, Ohio, United States
Boyd Watterson Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Willis | Institutional Sales - Support | |||
| Jeff Hurvitz | Assistant Vice President, Asset Management | |||
| Mark Montgomery | Manager, Construction | |||
| Steve Riley | Assistant Vice President | |||
| Patricia Jamieson | Chief Financial Officer | |||
| Patricia Jamieson | Chief Financial Officer | |||
| Patricia Jamieson | Chief Financial Officer |
141. Paragon Capital Management
Industry: Investment Management
Location: Kansas
Website: paragoncap.com
Company Founded: 1998
Company Size: 11-50
Company Address: 9200 Indian Creek Parkway, Overland Park, Kansas, United States
Paragon Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Craig Novorr | President And Chief Information Officer | |||
| Gene Pal | Wealth Advisor And Planner | |||
| Howard Jacobson | President | |||
| Shannon Yarbrough | Operations Specialist | |||
| Rich Heidemann | Senior Analyst | |||
| Elizabeth Mcleod | Principal | |||
| Dorothy Boehr | Compliance Consultant |
142. Fort Washington Investment Advisors, Inc.
Industry: Investment Management
Location: Ohio
Website: fortwashington.com
Company Founded: 1990
Company Size: 51-200
Company Address: 303 Broadway, Cincinnati, Ohio, United States
Fort Washington Investment Advisors, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amy Hoffman | Relationship Manager | |||
| Amy Hoffman | Relationship Manager | |||
| Amy Hoffman | Relationship Manager | |||
| Kimberly Elmer | Assistant Vice President, Investment Operations And Project Management | |||
| Kimberly Elmer | Assistant Vice President, Investment Operations And Project Management | |||
| Kimberly Elmer | Assistant Vice President, Investment Operations And Project Management | |||
| Amity Denman | Senior Research Analyst, Private Equity |
143. Albion Financial Group
Industry: Investment Management
Location: Utah
Website: albionfinancial.com
Company Founded: 1982
Company Size: 11-50
Company Address: 812 East 2100 South, Salt Lake City, Utah, United States
Albion Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Scott Kellner | Operations Analyst | |||
| Doug Wells | Partner | |||
| David Clark | Operations Associate | |||
| Jason Ware | Partner | Chief Investment Officer | Board Of Directors | |||
| Jason Ware | Partner | |||
| Mike Kessler | Portfolio Manager | |||
| Patrick Lundergan | Financial Planner |
144. Beacon Trust
Industry: Investment Management
Location: New Jersey
Website: beacontrust.com
Company Founded: 1988
Company Size: 11-50
Company Address: 163 Madison Avenue, Morristown, New Jersey, United States
Beacon Trust Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Giovanni Valle | Associate Wealth Strategist | |||
| Christopher Shagawat | Vice President, Portfolio Manager | |||
| Pavel Sokolov | Senior Tax Planner | |||
| Valerie Murray | President | |||
| Meaghan Dibiase | Sales And Marketing Analyst | |||
| Hetal Bhimani | Client Support Specialist | |||
| Xi Zhao | Tax Analyst |
145. Axiom Investors
Industry: Investment Management
Location: Connecticut
Website: axiom-investors.com
Company Founded: 1998
Company Size: 11-50
Company Address: 33 Benedict Place, Greenwich, Connecticut, United States
Axiom Investors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Hanson | Vice President, Client Service And Marketing | |||
| Brian Bader | Partner, Senior Vice President, Client Service And Marketing | |||
| Kahla Cooper | Marketing Leader | |||
| Kristen Troy | Marketing Manager | |||
| Danielle Conti | Operations Assoicate | |||
| Gerard Fenn | Operations Associate | |||
| Julie Rodriguez | Executive Assistant And Human Resources Associate |
146. Land And Buildings Investment Management
Industry: Investment Management
Location: Connecticut
Company Founded: 2008
Company Size: 1-10
Company Address: 1 Landmark Square, Stamford, Connecticut, United States
Land And Buildings Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jonathan Litt | Founder And Chief Executive Officer |
147. Performa Limited (us), Llc
Industry: Investment Management
Location: South Carolina
Company Founded: 2010
Company Size: 11-50
Performa Limited (us), Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John James | Head Of U.s Business Development | |||
| Warren Miller | U.s Client Relationship Manager | |||
| Scott Mcintyre | Partner, Senior Portfolio Manager | |||
| Brandon Whiteside | Compliance Associate | |||
| Kathy Nicholl | Chief Compliance Officer | |||
| Michael Reavill | Associate Portfolio Manager | |||
| Whitney Brownie | Brand And Digital Marketing |
148. Donaldson Capital Management
Industry: Investment Management
Location: Indiana
Website: dcmol.com
Company Founded: 1994
Company Size: 11-50
Company Address: 20 Northwest 1st Street, Evansville, Indiana, United States
Donaldson Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| J.k Keach | Portfolio Manager | |||
| Randy Alsman | Vice President And Senior Portfolio Manager | |||
| Collin Brinker | Financial Planning Associate | |||
| Marvin Wright | Senior Portfolio Manager, Partner | |||
| Greg Donaldson | Chairman | |||
| Sara Williams | Client Services Manager | |||
| Sandra Goad | Portfolio Accounting And Billing Specialist |
149. Edmonds Duncan Registered Investment Advisors
Industry: Investment Management
Location: Kansas
Website: edmondsduncan.com
Company Founded: 2013
Company Size: 1-10
Company Address: 645 Massachusetts Street, Lawrence, Kansas, United States
Edmonds Duncan Registered Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Patrick Brown | Investment Advisor And Director Of Insurance And Risk Management | |||
| Jason Edmonds | Financial Advisor And Principal | |||
| Patti Hadl | Account Operations Assistant | |||
| Don Duncan | Principal |
150. Access Ventures
Industry: Investment Management
Location: Kentucky
Website: accessventures.org
Company Founded: 2013
Company Size: 1-10
Company Address: 1155 South Shelby Street, Louisville, Kentucky, United States
Access Ventures Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bryce Butler | Founder And Managing Partner | |||
| Moses Icyishaka | Principal | |||
| Tim Harris | Director Of Marketing And Communications | |||
| Vanessa Koenigsmark | Senior Associate, Access To Capital | |||
| Matthew Edson | Creative Team Intern | |||
| Hannah Goodwin | Creative Intern |
151. Viking Global Investors
Industry: Investment Management
Location: Connecticut
Website: vikingglobal.com
Company Size: 51-200
Company Address: 55 Railroad Avenue, Greenwich, Connecticut, United States
Viking Global Investors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ellis Whipple | Chief Financial Officer | |||
| Tara Viola | Recruiter | |||
| Saralynn Hester | Legal And Compliance Assistant | |||
| Steve Godino | Chief Information Officer | |||
| Svet Minkov | Head Of Tax Planning | |||
| Marty Kahn | Technology | |||
| Matt Kopp | Business Analyst - Trading And Treasury |
152. Dana Investment Advisors
Industry: Investment Management
Location: Wisconsin
Website: danainvestment.com
Company Founded: 1980
Company Size: 11-50
Company Address: 20700 West Swenson Drive, Waukesha, Wisconsin, United States
Dana Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Mirsberger | Chief Executive Officer | |||
| Rocco Fiordelisi | Senior Vice President - Managing Director Of Key Account Sales And Marketing | |||
| J Joseph Veranth | Chief Investment Officer | |||
| Dave Mazza | Vice President - Director Of Fixed Income Sales And Marketing | |||
| Sean Mcleod | Senior Equity Analyst | |||
| David Stamm | Senior Vice President - Portfolio Manager | |||
| John Hamlin | Senior Vice President |
153. Contrarian Capital Management
Industry: Investment Management
Location: Connecticut
Website: contrariancapital.com
Company Size: 11-50
Company Address: 411 West Putnam Avenue, Greenwich, Connecticut, United States
Contrarian Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Rubich | Chief Information Officer | |||
| Lewis Schwartz | Chief Operating Officer | |||
| Scott Panza | Vice President - Valuation And Operations | |||
| Wil Mims | Associate And Accounts Payable Professional | |||
| Janice Stanton | Partner | |||
| Keith Mccormack | Managing Director | |||
| Matthew Foster | Fund Accountant |
154. Green Square Capital, Llc
Industry: Investment Management
Location: Tennessee
Website: greensquarecap.com
Company Founded: 2001
Company Size: 11-50
Company Address: 6075 Poplar Avenue, Memphis, Tennessee, United States
Green Square Capital, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Darrell Horn | Chief Executive Officer | |||
| Edward Francis | Investment Advisor | |||
| Richard Finch | President | |||
| Mallory Raffensberger | Director Of Reporting | |||
| Elizabeth Carlisle | Administrative Services Manager | |||
| Steve Gutermuth | Managing Director | |||
| Ryan Taylor | Director Of Alternatives |
155. Altus Power America Management, Llc
Industry: Investment Management
Location: Connecticut
Website: altuspower.com
Company Founded: 2009
Company Size: 11-50
Company Address: 102 Greenwich Avenue, Greenwich, Connecticut, United States
Altus Power America Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nicholas Minekime | Managing Director | |||
| Lars Norell | Managing Partner, Founder | |||
| Marcus Stinebaugh | Data Analyst | |||
| Joanna Petruzziello | Accouting Analyst | |||
| Tony Savino | Co Founder And Managing Partner | |||
| Dustin Weber | Chief Financial And Operating Officer |
156. Luxmana Investments, Llc
Industry: Investment Management
Location: Colorado
Website: luxmana.com
Company Founded: 2011
Company Size: 1-10
Luxmana Investments, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Walker | Investor And Managing Member |
157. Greenwood Capital
Industry: Investment Management
Location: South Carolina
Website: greenwoodcapital.com
Company Founded: 1983
Company Size: 11-50
Company Address: 201 West Mcbee Avenue, Greenville, South Carolina, United States
Greenwood Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| William Coxe | Private Client Advisor | |||
| Brian Disher | Director Of Wealth Management | |||
| Walter Todd | President, Chief Investment Officer | |||
| Melissa Bane | Vice President And Private Client Advisor | |||
| Kalisse Evert | Private Client Administrator | |||
| Will Bond | Senior Trading Manager | |||
| Justin Bartanus | Investment Associate |
158. Acumen Wealth Advisors
Industry: Investment Management
Location: Tennessee
Website: acumenwealth.com
Company Founded: 2012
Company Size: 1-10
Company Address: 250 Forest Avenue, Chattanooga, Tennessee, United States
Acumen Wealth Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Macc Reese Veltenaar | Wealth Strategist, Managing Partner | |||
| Arie Veltenaar | Client Ambassador | |||
| Lindsay Nance | Private Client Relationship Manager | |||
| Arie Veltenaar | Client Ambassador | |||
| M.acc Reese Veltenaar | Partner At Acumen Wealth Advisors | |||
| Lindsay Nance | Private Client Relationship Manager | |||
| Reese Veltenaar | Managing Partner |
159. Point View Wealth Management, Inc.
Industry: Investment Management
Location: New Jersey
Website: ptview.com
Company Founded: 1993
Company Size: 1-10
Company Address: 382 Springfield Avenue, Summit, New Jersey, United States
Point View Wealth Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Dietze | Founder, President, Chief Strategist - Point View Wealth Management, Inc | |||
| Claire Toth | Vice President | |||
| Christina Gilmartin | Client Services Representative |
160. Mhp Holdings
Industry: Investment Management
Location: Colorado
Website: mhpholdings.com
Company Founded: 2004
Company Size: 1-10
Company Address: P/o Box 33420, Northglenn, Colorado, United States
Mhp Holdings Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jim Johnson | Owner |
161. Mountaingate Capital
Industry: Investment Management
Location: Colorado
Website: mountaingatecap.com
Company Founded: 2016
Company Size: 11-50
Company Address: 1800 Larimer Street, Denver, Colorado, United States
Mountaingate Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bennett Thompson | Managing Director | |||
| Trace Baker | Associate | |||
| Jay Royston | Vice President | |||
| Colton King | Managing Director | |||
| Sarah Rickenbacker | Deal And Event Coordinator | |||
| Rick Wilhelm | Vice President Of Finance | |||
| Michelle Ross | Accounting |
162. Maple Capital Management
Industry: Investment Management
Location: Vermont
Website: maplecapital.com
Company Founded: 2004
Company Size: 11-50
Company Address: 535 Stone Cutters Way, Montpelier, Vermont, United States
Maple Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Killoran | Executive Vice President And Shareholder | |||
| James Fischer | Trader | |||
| Cory Beard | Operations Manager | |||
| Richard Powell | Client Service Specialist | |||
| Josh Mallery | Client Service Manager | |||
| Liz Lewis | Senior Vice President - Client Portfolio Manager Team Lead | |||
| David Brownlee | Senior Vice President And Fixed-income Portfolio Manager |
163. Ldi
Industry: Investment Management
Location: Indiana
Website: ldiltd.com
Company Founded: 1912
Company Size: 1001-5000
Company Address: 54 Monument Circle, Indianapolis, Indiana, United States
Ldi Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Marty Brown | Vice President, Strategy And Operations | |||
| J.a Lacy | President And Chief Executive Officer | |||
| John Martin | Vice President - Corporate Development | |||
| Benjamin Fouch | Chief Transformation Officer | |||
| David Shane | President And Chief Executive Officer | |||
| Brad Gesse | Director Of Accounting And Treasurer | |||
| Bill Himebrook | Chief Financial Officer |
164. Hughes Private Capital
Industry: Investment Management
Location: Nevada
Website: hughescapital.com
Company Founded: 2009
Company Size: 11-50
Company Address: 5440 Louie Lane, Reno, Nevada, United States
Hughes Private Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Greg Hughes | Founder And Chief Executive Officer | |||
| David Williams | Remote Project Coordinator | |||
| David Williams | Remote Project Coordinator | |||
| Nathanael Fuller | It Manager And Architect | |||
| Caitlin Pupich | Marketing Coordinator | |||
| Kendall Guerra | Software Engineer Intern |
165. Conway Investment Research, Llc
Industry: Investment Management
Location: Missouri
Website: conwayir.com
Company Founded: 2010
Company Size: 11-50
Conway Investment Research, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Warren Holmes | Director Of Operations | |||
| R.d.todd Baur | Principal | |||
| Zachary Ackerman | Research Analyst | |||
| Jeremy Bell | Principal And Director Of Research | |||
| Michael Mileusnic | Vice President, Research | |||
| Steven Stout | Senior Dotnet Developer | |||
| Nicholas Millman | Business Development Associate |
166. The Caprock Group
Industry: Investment Management
Location: Idaho
Website: thecaprockgroup.com
Company Founded: 2005
Company Size: 11-50
Company Address: 805 West Idaho Street, Boise, Idaho, United States
The Caprock Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Glenn Michael | Managing Director And Chief Financial Officer | |||
| Bob Gesell | Senior Project Manager | |||
| William Gilbert | Co-founder And Managing Director | |||
| Jeffrey Gumeson | Managing Director | |||
| Craig Olson | Partner | |||
| Jessica Haberman | Director Of Compliance And Head Trader | |||
| Andy Pazdan | Manager Of Client Reporting |
167. Sentinel Investments
Industry: Investment Management
Location: Vermont
Website: sentinelinvestments.com
Company Size: 51-200
Company Address: 1 National Life Drive, Montpelier, Vermont, United States
Sentinel Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Philip Rich | Senior Associate - Alternative Investments | |||
| Guy Carter | Fixed Income Trader | |||
| Robert Lewton | Deputy Chief Compliance Officer | |||
| Tina Densmore | National Sales Desk Manager | |||
| Amela Varga | Institutional Accounts Services Coordinator | |||
| Peter Hassler | Vice President - Portfolio Manager | |||
| George Lee | Manager - Investment Reporting And Operations |
168. Cox Wealth Management, Llc
Industry: Investment Management
Location: Tennessee
Website: coxwealth.com
Company Founded: 1998
Company Size: 1-10
Company Address: 6031 Shallowford Road, Chattanooga, Tennessee, United States
Cox Wealth Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Richard Cox | Chief Managing Member | |||
| Nathan Strait | Investment Advisory Representative | |||
| Renee Cox | Office Manager |
169. Cook & Bynum Capital Management
Industry: Investment Management
Location: Alabama
Website: cookandbynum.com
Company Founded: 2001
Company Size: 1-10
Company Address: 2830 Cahaba Road, Birmingham, Alabama, United States
Cook & Bynum Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| J Dowe Bynum | Principal | |||
| Whitney Wright | Director Of Investor Relations | |||
| Robert Genkin | Investment Analyst | |||
| Allison Greenhalgh | Investor Relations Associate | |||
| Amanda Pridgen | Fund Administrator | |||
| Lynne Owens | Controller |
170. Landaas & Company
Industry: Investment Management
Location: Wisconsin
Website: landaas.com
Company Founded: 1984
Company Size: 11-50
Company Address: 411 East Wisconsin Avenue, Milwaukee, Wisconsin, United States
Landaas & Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Kilb | Senior Vice President | |||
| Dave Sandstrom | Vice President | |||
| Steven Giles | Vice President At Landaas And Company | |||
| Tom Pappenfus | Investment Advisor | |||
| Mike Hoelzl | Registered Representative | |||
| Lauren Neese | Executive Assistant | |||
| Arthur Rothschild | Vice President |
171. Meridian Wealth Management, Llc
Industry: Investment Management
Location: Kentucky
Website: meridianwealthllc.com
Company Founded: 2009
Company Size: 11-50
Company Address: 250 West Main Street, Lexington, Kentucky, United States
Meridian Wealth Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| A.l Kawaja | Wealth Management Advisor | |||
| Andrew Norden | Wealth Managment Advisor | |||
| Natalie Lee | Partner And Wealth Management Advisor | |||
| Katie Lockwood | Wealth Management Advisor | |||
| Brandon Schleter | Wealth Management Advisor | |||
| Leslie Rion | Financial Advisor | |||
| Lexy Schmidt | Client Services Manager |
172. Consolidated Investment Group
Industry: Investment Management
Location: Colorado
Website: ciginvest.com
Company Founded: 1999
Company Size: 11-50
Company Address: 18 Inverness Place East, Englewood, Colorado, United States
Consolidated Investment Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dan Morris | Portfolio Manager | |||
| Ken Williams | National Sales Manager | |||
| Tyler Butterworth | Portfolio Manager | |||
| Rob Nelson | Vice President - Leadership Team | |||
| Brian Tyne | Construction Manager | |||
| Brian Bulatovic | Development And Construction Manager | |||
| Emily Hemaidan | Senior Real Estate Controller |
173. Financial Planning Consultants, Inc.
Industry: Investment Management
Location: Indiana
Website: fpcadvisor.com
Company Size: 1-10
Company Address: 3721 Rome Drive, Lafayette, Indiana, United States
Financial Planning Consultants, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Uihlein | Financial Consultant | |||
| Cfpâ Tim Uihlein | Financial Consultant | |||
| Don Penn | Vice President And Financial Planning And Retirement Plan Analyst | |||
| Susan Hamelman | Office Manager At Financial Planning Consultants, Inc | |||
| Charles Newsome | Financial Consultant |
174. Invest Smart Usa, Inc.
Industry: Investment Management
Location: Arizona
Website: investsmartusa.com
Company Founded: 2010
Company Size: 1-10
Company Address: 7440 East Pinnacle Peak Road, Scottsdale, Arizona, United States
Invest Smart Usa, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Odell Berry | Financial Advisor And Asset Manager |
175. Treehouse Group Companies
Industry: Investment Management
Location: Arizona
Website: treehousegroup.us
Company Founded: 2006
Company Size: 1-10
Company Address: 2075 South Cottonwood Drive, Tempe, Arizona, United States
Treehouse Group Companies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Blake Ziser | Acquisitions And Investment Management | |||
| Tom Stapley | Co-founder And Managing Partner | |||
| Josh Carter | Capex Manager | |||
| Brad Clussman | Director Of Information Technology | |||
| Abram Campbell | Analyst | |||
| Pamela Hatcher | Accounts Payable Specialist | |||
| Jon Wilkins | Director Of Renovations |
176. Lefavi Wealth Management
Industry: Investment Management
Location: Utah
Website: lefavi.com
Company Founded: 1980
Company Size: 11-50
Company Address: 2323 South Foothill Drive, Salt Lake City, Utah, United States
Lefavi Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Heidi Davies | Executive Assistant To Chief Executive Officer | |||
| Jay Greenburg | Wealth Advisor | |||
| Jeff Kemp | Wealth Advisor | |||
| Stuart Enterline | Associate Wealth Advisor | |||
| Ian Ramsrud | Manager Of Operations | |||
| Jennifer Yurth | Office Manager + Property Manager | |||
| Sam Fowers | Accountant |
177. Northern Shipping Funds
Industry: Investment Management
Location: Connecticut
Website: northernshippingfunds.com
Company Founded: 2008
Company Size: 11-50
Company Address: 100 First Stamford Place, Stamford, Connecticut, United States
Northern Shipping Funds Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Richard Lemanski | Chief Financial Officer | |||
| Cesar Capio | Chief Credit Officer | |||
| Gokce Gomec | Naval Architect | |||
| Qaiyima Mcmillan | Senior Treasury Analyst | |||
| Barbara Fox | Accountant |
178. Keystone National Group, Llc
Industry: Investment Management
Location: Utah
Website: keystonenational.net
Company Founded: 2006
Company Size: 11-50
Company Address: 60 East South Temple Street, Salt Lake City, Utah, United States
Keystone National Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Heston Nielson | Fund Manager And Principal | |||
| Eric Williams | Vice President Finance | |||
| Cameron Schwab | Analyst | |||
| Zach Clegg | Controller | |||
| Craig Cardall | Asset Manager | |||
| Brett Winder | Controller | |||
| Michelle Mattson | Operations Manager |
179. Yale Investments Office
Industry: Investment Management
Location: Connecticut
Company Founded: 1701
Company Size: 11-50
Company Address: 55 Whitney Avenue, New Haven, Connecticut, United States
Yale Investments Office Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Peter Steinwachs | Associate General Counsel | |||
| Mike Finnerty | Associate Director | |||
| John Ryan | Associate Director | |||
| Xinchen Wang | Director | |||
| Nicholas Gomez | Investment Analyst | |||
| Radeesha Jayewickreme | Investment Analyst Intern | |||
| Bertan Akin | Senior Performance Associate |
180. Hanlon Investment Management, Inc.
Industry: Investment Management
Location: New Jersey
Website: hanloninvest.com
Company Founded: 1999
Company Size: 51-200
Hanlon Investment Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrew Hanlon | Director | |||
| David Coggins | Senior User Experience Designer | |||
| Anthony Petracci | Research Associate | |||
| Dierdre Downham | Chief Administrative Officer | |||
| Domenic Datti | Technical Lead | |||
| David Shanline | Software Architect | |||
| Barbara Bonalski | Human Resource Associate |
181. Global View Investment Advisors
Industry: Investment Management
Location: South Carolina
Website: globalviewinv.com
Company Founded: 2004
Company Size: 1-10
Company Address: 420 East Park Avenue, Greenville, South Carolina, United States
Global View Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joe Hines | Partner | |||
| Kenneth Moore | Managing Partner | |||
| Erin Sweatt | Paraplanner | |||
| J Kurt Schumacher | Wealth Planning Strategist | |||
| Erin Milner | Paraplanner |
182. Pink Sky Capital
Industry: Investment Management
Location: Nevada
Website: pinksky.io
Company Founded: 2017
Company Size: 1-10
Company Address: 7201 West Lake Mead Boulevard, Las Vegas, Nevada, United States
Pink Sky Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cylus Watson | Managing Partner | |||
| Mitra Muehlman | Managing Partner |
183. Gratus Capital Llc
Industry: Investment Management
Location: Georgia
Website: gratuscapital.com
Company Founded: 2005
Company Size: 11-50
Company Address: 3350 Riverwood Parkway, Atlanta, Georgia, United States
Gratus Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Barlau | Partner |
184. Tdc Investment Advisory
Industry: Investment Management
Location: Ohio
Website: tdcinvestmentadvisory.com
Company Size: 51-200
Company Address: 1440 Arrowhead Drive, Maumee, Ohio, United States
Tdc Investment Advisory Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Winters | Director, Retirement Plan Services | |||
| Chris Winters | Director, Retirement Plan Services | |||
| Chris Winters | Director, Retirement Plan Services | |||
| Corey Scarbrough | Portfolio Trader And Administrator | |||
| Corey Scarbrough | Portfolio Trader And Administrator | |||
| Corey Scarbrough | Portfolio Trader And Administrator | |||
| John Cordes | Family Wealth Associate |
185. First Capital Partners, Llc
Industry: Investment Management
Location: Nebraska
Website: firstcapitalpartners.com
Company Founded: 2006
Company Size: 1-10
Company Address: 1620 Dodge Street, Omaha, Nebraska, United States
First Capital Partners, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Mcleese | Managing Partner At First Capital Partners, Llc | |||
| Bobby Anderson | Vice President | |||
| Daniel Hare | Private Equity Analyst | |||
| Andy Kemp | Managing Director |
186. Miller Value Partners
Industry: Investment Management
Location: Maryland
Website: millervalue.com
Company Founded: 1999
Company Size: 11-50
Company Address: 1 South Street, Baltimore, Maryland, United States
Miller Value Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christina Siegel | Research Analyst | |||
| Bill Miller | Portfolio Manager | |||
| Samantha Mclemore | Founder And Managing Member At Patient Capital Management And Portfolio Manager | |||
| Stephen Baird | Director Of Advisor Sales | |||
| Tyler Grason | Analyst | |||
| Mackenzie Bozel | Junior Project Analyst | |||
| Christina Siegel | Research Analyst |
187. Davis Center For Portfolio Management
Industry: Investment Management
Location: Ohio
Company Founded: 1999
Company Size: 11-50
Company Address: 300 College Park Avenue, Dayton, Ohio, United States
Davis Center For Portfolio Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christian Hense | Healthcare And Technology Sector Analyst | |||
| Jake Cogley | Healthcare Equity Analyst | |||
| Jake Cogley | Healthcare Equity Analyst | |||
| Jake Cogley | Healthcare Equity Analyst | |||
| Eric Weber | Financials, Real Estate And Utilities Sector Team Member; Securities Analysis Team Member | |||
| Nicholas Cragon | Tmt Analyst | |||
| Jessica Thomas | Securities Analysis Team Member |
188. Monticello Associates
Industry: Investment Management
Location: Colorado
Website: monticelloassociates.com
Company Founded: 1992
Company Size: 11-50
Company Address: 1800 Larimer Street, Denver, Colorado, United States
Monticello Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Grady Durham | Founder And President | |||
| Wes Hays | Managing Director | |||
| Jeff Sletten | Managing Director | |||
| Erika Olson | Vice President | |||
| William Howard | Vice President | |||
| Jennifer Kilpela | Managing Director | |||
| Solange Walker | Executive Administrative Assistant |
189. Them Inc.
Industry: Investment Management
Location: Wyoming
Website: wearetheminc.com
Company Founded: 2015
Company Size: 1-10
Company Address: 1603 Capitol Avenue, Cheyenne, Wyoming, United States
Them Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rissah Asefa | Co-founder | |||
| Derek Vanwingerden | Stuff |
190. Mac6
Industry: Investment Management
Location: Arizona
Website: mac6.com
Company Founded: 2011
Company Size: 1-10
Company Address: 1430 West Broadway, Tempe, Arizona, United States
Mac6 Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chrissy Jackson | Onsite Community Builder | |||
| Scott Mcintosh | Co-founder And Angel-entrepreneur | |||
| Chrissy Ballentine | Onsite Community Builder | |||
| Ryan Sorrells | Various |
191. Senior Living Fund
Industry: Investment Management
Location: Kansas
Website: seniorlivingfund.com
Company Size: 11-50
Company Address: 16829 West 116th Street, Lenexa, Kansas, United States
Senior Living Fund Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dan Brewer | Chief Fund Manager | |||
| Mark Shader | Chief Operating Officer | |||
| Jack Gallagher | Investor Relations | |||
| Quinn Brewer | Creative Content And Communications | |||
| Jeff Bomberger | Investor Relations | |||
| Stephanie Pollock | Financial Analyst | |||
| Catherine Mackey | Investor Relations |
192. Stark Investments
Industry: Investment Management
Location: Wisconsin
Company Founded: 1992
Company Size: 11-50
Stark Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Moe Farhoud | Owner | |||
| Ryan Anderson | Chief Compliance Officer And Anti-money Laundering Compliance Officer For A Sec Registered Investment Advisor | |||
| Benjamin Evers | Trading Assistant | |||
| Dawn Ratelle | Reconciliation Manager | |||
| Brett Black | Senior Compliance Officer | |||
| Brandon Konop | Senior Software Engineer | |||
| Tammy Fabitz | Communications Engineer |
193. Glass Lakes Capital Management
Industry: Investment Management
Location: Kansas
Website: glasslakes.com
Company Size: 1-10
Company Address: 5000 West 95th Street, Prairie Village, Kansas, United States
Glass Lakes Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joel Hamilton | President | |||
| Jon Greene | Director |
194. Millburn & Company
Industry: Investment Management
Location: Utah
Website: millburncompany.com
Company Founded: 2010
Company Size: 11-50
Company Address: 15 West South Temple, Salt Lake City, Utah, United States
Millburn & Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jessica Barton | Principal And Senior Vice President - Investor Relations And East Coast Acquisitions | |||
| John Konovodoff | Asset Manager | |||
| Rick Lifferth | Chief Financial Officer | |||
| Mitchell Sloan | Controller | |||
| Jake Millburn | Vice President | |||
| Jed Millburn | Founding Principal And Chief Executive Officer | |||
| Anna Kallas | Office Manager |
195. New Century Advisors, Llc
Industry: Investment Management
Location: Maryland
Website: newcenturyadvisors.com
Company Founded: 2002
Company Size: 11-50
Company Address: 2 Wisconsin Circle, Chevy Chase, Maryland, United States
New Century Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Marcus Ware | Investment Operations Analyst | |||
| Leigh Talbot | Director Of Client Relations | |||
| Swetha Ketty | Client Relations Associate | |||
| Brandon Cawley | Investment Research Analyst | |||
| Burak Tekes | Sovereign Credit Analyst | |||
| Thomas Hines | Director Of Operations And Chief Compliance Officer | |||
| Fatima Batalvi | Credit Analyst |
196. Nuance Investments, Llc
Industry: Investment Management
Location: Missouri
Website: nuanceinvestments.com
Company Founded: 2008
Company Size: 11-50
Company Address: 4900 Main Street, Kansas City, Missouri, United States
Nuance Investments, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Aditya Narvekar | Associate Investment Analyst | |||
| Matthew Gound | Controller | |||
| Ipsita Shevde | Associate Trader And Data Analyst | |||
| Ben Becker | Quantitative Analyst | |||
| Jack Meurer | Associate Investment Analyst | |||
| Nathan Ray | Associate Trader And Data Analyst | |||
| Jacob Moore | Associate Environmental Analyst |
197. Peloton Wealth Strategists
Industry: Investment Management
Location: Indiana
Website: pelotonwealth.com
Company Founded: 1984
Company Size: 1-10
Company Address: 8500 Keystone Crossing Boulevard, Indianapolis, Indiana, United States
Peloton Wealth Strategists Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Charles Bobbish | Partner | |||
| Marla Mast | Operations Manager |
198. Rubicon Technology Partners
Industry: Investment Management
Location: Colorado
Website: rubicontp.com
Company Founded: 2012
Company Size: 11-50
Company Address: 1911 11th Street, Boulder, Colorado, United States
Rubicon Technology Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Alex Kleiner | Principal | |||
| Vincent Chao | Principal | |||
| Aditya Soni | Vice President | |||
| Jason Winsten | Partner | |||
| Andy Gesell | Partner |
199. Affinity Wealth Management, Inc.
Industry: Investment Management
Location: Delaware
Website: affinitywealth.com
Company Founded: 1974
Company Size: 11-50
Company Address: 2961 Centerville Road, Wilmington, Delaware, United States
Affinity Wealth Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Peter Gaertner | Certified Planner, Cdfa , Mba , Financial Advisor | |||
| Cindy Youngcourt | Financial Advisor | |||
| Abigail Mccloskey | Associate Advisor | |||
| Ray Manza | Vice President | |||
| Kyra Smith | Marketing Associate | |||
| Donald Kalil | Chairman | |||
| Kristi Naughter | Operations Administrator |
200. Hammond, Kennedy, Whitney & Company, Inc.
Industry: Investment Management
Location: Indiana
Company Founded: 1903
Company Size: 11-50
Company Address: 8888 Keystone Crossing, Indianapolis, Indiana, United States
Hammond, Kennedy, Whitney & Company, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Luke Phenicie | Lead Transaction Partner | |||
| Michael Bruell | Associate | |||
| Michelle Ball | Manager Of Marketing | |||
| John Carsello | Partner |
201. Members Trust Company
Industry: Investment Management
Location: Florida
Website: memberstrust.com
Company Founded: 1987
Company Size: 51-200
Company Address: 14055 Riveredge Drive, Tampa, Florida, United States
Members Trust Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Alex Maggi | Chief Financial Officer | |||
| Alex Maggi | Chief Financial Officer | |||
| Dylan Sugg | Trust Administrator | |||
| Jason Ritzenthaler | Co-chief Investment Officer; Director Of Investments And Institutional Business | |||
| Jason Ritzenthaler | Trust And Investment Officer At Members Trust Company | |||
| Cristina Mendoza | Associate Trust Administrator | |||
| Wendy Lukazcek | Operations Specialist At Members Trust Company |
202. Q32 Capital Management
Industry: Investment Management
Location: New Jersey
Website: q32capital.com
Company Size: 1-10
Company Address: 102 Cooper Avenue, Montclair, New Jersey, United States
Q32 Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Pj Duwors | Managing Principal |
203. Pegasus Partners Ltd
Industry: Investment Management
Location: Wisconsin
Website: pegpartnersltd.com
Company Founded: 2015
Company Size: 11-50
Company Address: 1501 West Market Street, Mequon, Wisconsin, United States
Pegasus Partners Ltd Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Kennedy | Wealth Advisor For Individuals, Families And Foundations | |||
| Bill Wernecke | Director, Wealth Management Services At Pegasus Partners Ltd | |||
| Brian Leadley | Wealth Advisor | |||
| Matthew Haas | Chief Operations Officer And Wealth Advisor | |||
| John Hedrick | Investment Analyst | |||
| Al Mathews | Wealth Advisor |
204. Woodgreen Advisors
Industry: Investment Management
Location: Wisconsin
Website: woodgreenadvisors.com
Company Founded: 2017
Company Size: 1-10
Company Address: 6677 North Sidney Place, Milwaukee, Wisconsin, United States
Woodgreen Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kilby Williamson | Managing Partner |
205. Wye Financial &trust
Industry: Investment Management
Location: Maryland
Website: wyefinancialandtrust.com
Company Founded: 2002
Company Size: 1-10
Wye Financial &trust Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Talli Oxnam | Senior Vice President And Lpl Program Manager | |||
| Christopher Parks | Lpl Financial Advisor | |||
| Tom Saxon | Lpl Financial Advisor | |||
| Lori Smith | Wealth Management Operations Manager | |||
| Lori Wrightson | Wealth Management Operations Manager | |||
| Jennifer Lister | Lpl Financial Advisor |
206. Argent Capital Management
Industry: Investment Management
Location: Missouri
Website: argentcapital.com
Company Founded: 1998
Company Size: 11-50
Company Address: 100 South Brentwood Boulevard, St. Louis, Missouri, United States
Argent Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Meghan James | Director Of Client Service | |||
| Joseph Schulz | Analyst | |||
| Peter Montelbano | Equity Analyst | |||
| Molly Ortwerth | Senior Client Service Specialist | |||
| Gregory Halvachs | Equity Trader At Argent Capital Management | |||
| Laurie Hayek | Chief Compliance Officer At Argent Capital Management | |||
| Ying Ko | Senior Analyst |
207. Fairview Capital Partners
Industry: Investment Management
Location: Connecticut
Website: fairviewcapital.com
Company Founded: 1994
Company Size: 11-50
Company Address: 75 Isham Road, West Hartford, Connecticut, United States
Fairview Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kolawole Olofinboba | Managing Partner | |||
| Cynthia Tseng | Partner | |||
| Cindy Hseuh | Principal | |||
| Ed Shirley | Partner | |||
| Ewa Koza | Corporate Accountant | |||
| Damaris Rivera | Senior Research Analyst And Business Development Coordinator | |||
| Tré Dawson | Analyst |
208. Harbor Beach Capital, Llc
Industry: Investment Management
Location: Florida
Website: harborbeachcapital.com
Company Founded: 2015
Company Size: 1-10
Harbor Beach Capital, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Urbanek | Managing Partner | |||
| Brian Urbanek | Managing Partner |
209. Ebsco Capital, Llc
Industry: Investment Management
Location: Alabama
Website: ebscocapital.com
Company Size: 1-10
Company Address: 5724 Highway 280 East, Birmingham, Alabama, United States
Ebsco Capital, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lauren Hyde | Acquisitions Associate | |||
| Blake Davidson | Vice President | |||
| Nathan Bouknight | Managing Director | |||
| Kirby Crutchfield | Vice President Of Business Development |
210. Greenwich Advisors
Industry: Investment Management
Location: Connecticut
Company Founded: 2012
Company Size: 1-10
Company Address: 640 West Putnam Avenue, Greenwich, Connecticut, United States
Greenwich Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeffrey Evans | Principal |
211. Prosperity Advisory Group
Industry: Investment Management
Location: Kansas
Website: prosperityworks.com
Company Founded: 1989
Company Size: 11-50
Company Address: 10955 Lowell Avenue, Overland Park, Kansas, United States
Prosperity Advisory Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Trudy Hurley | Service First Representative | |||
| Mark Carnes | Cfp | |||
| Stasha Case | Senior Customer Service Representative For Financial Planning Firm | |||
| Glenda Christopherson | Owner, Chief Operating Officer | |||
| Scott Sirois | Director Information Technology | |||
| Mba-im Kelly Stiefel Arias | Financial Advisor | |||
| Sara Stebbins | Analyst Team Manager |
212. First Kentucky Securities Corporation
Industry: Investment Management
Location: Kentucky
Website: firstky.com
Company Founded: 1977
Company Size: 11-50
Company Address: 4360 Brownsboro Road, Louisville, Kentucky, United States
First Kentucky Securities Corporation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Martha Weeks | Private Wealth Manager | |||
| Bill Fenwick | Chairman Of The Board, Senior Vice President Investments | |||
| Chris Mccrea | Private Wealth Advisor | |||
| Sheree Bollinger | Vice President | |||
| Ruth Webb | Public Finance Associate | |||
| Bryan Mccrea | Private Wealth Advisor | |||
| Austin Flatt | Private Wealth Advisor |
213. Kalibr
Industry: Investment Management
Location: Missouri
Website: yourlegacyempowered.com
Company Founded: 2016
Company Size: 1-10
Kalibr Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jared Ellis | Founder And President |
214. Harding Loevner Lp
Industry: Investment Management
Location: New Jersey
Website: hardingloevner.com
Company Founded: 1989
Company Size: 51-200
Company Address: 400 Crossing Boulevard, Bridgewater, New Jersey, United States
Harding Loevner Lp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michelle Lee | Associate Analyst | |||
| Ray Vars | Director, Investment Communications, And Portfolio Specialist | |||
| Chris Nealand | Associate Analyst, Global Media And Telecommunications | |||
| Miguel Velez | Portfolio Management Associate | |||
| Kevin Ferguson | Manager, Institutional Business Development | |||
| Rich Costello | Technology Manager | |||
| Suresh Cooduvalli | Manager- Financial Reporting |
215. Spruce Investment Advisors, Llc
Industry: Investment Management
Location: Connecticut
Website: spruceinvest.com
Company Founded: 2001
Company Size: 11-50
Company Address: 1 Stamford Plaza, Stamford, Connecticut, United States
Spruce Investment Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Bailey | Founder And Managing Partner | |||
| Michael Mahaffy | Managing Partner |
216. Miller Russell Associates
Industry: Investment Management
Location: Arizona
Company Founded: 1991
Company Size: 1-10
Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States
Miller Russell Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nathan Erickson | Managing Partner And Chief Investment Officer | |||
| Bill Hodges | Chairman | |||
| Asher Newman | Internal Accounting Intern | |||
| John Brimhall | Client Advisor | |||
| Amanda Noxon | Client Administrator | |||
| Danielle Fillmore | Senior Client Administrator | |||
| Dennis Miller | Chairman |
217. Waterequity
Industry: Investment Management
Location: Missouri
Website: waterequity.org
Company Founded: 2017
Company Size: 11-50
Waterequity Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Hasan Andalib | Portfolio Manager | |||
| Genevieve Edens | Senior Associate, Social Impact | |||
| Paul Cohoon | Accountant | |||
| Catherine Colyer | Chief Compliance Officer | |||
| Shilo Artis | Associate, Operations |
218. Shelton Capital Management
Industry: Investment Management
Location: Colorado
Website: sheltoncap.com
Company Founded: 1985
Company Size: 11-50
Company Address: 1875 Lawrence Street, Denver, Colorado, United States
Shelton Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kyle Johnson | Fund Analyst | |||
| Sharon Hanany | Client Specialist | |||
| Nick Griebenow | Assistant Portfolio Manager | |||
| Jeffrey Rosenkranz | Portfolio Manager | |||
| Carrie Della Flora | Chief Compliance Officer | |||
| Anthony Jacoby | Trading And Operations Analyst | |||
| Andrea Reidle | Compliance Associate And Executive Assistant To The Chief Executive Officer At Shelton |
219. Blue Sea Capital Llc
Industry: Investment Management
Location: Florida
Website: blueseacapital.com
Company Founded: 2013
Company Size: 11-50
Company Address: 222 Lakeview Avenue, West Palm Beach, Florida, United States
Blue Sea Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Miller Norman | Vice President | |||
| Miller Norman | Vice President |
220. Balbec Capital Lp
Industry: Investment Management
Location: Arizona
Website: balbec.com
Company Founded: 2010
Company Size: 51-200
Company Address: 7114 East Stetson Drive, Scottsdale, Arizona, United States
Balbec Capital Lp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Julie Birk | Counsel | |||
| Mark Wilson | Vice President And Controller At Balbec Capital Lp | |||
| Julie Micheels | Accounting Manager | |||
| Jacob Armour | Counsel | |||
| Isaac Satterwhite | Financial Analyst | |||
| James Barrons | Senior Legal Counsel |
221. Alpha Squared Capital
Industry: Investment Management
Location: Arizona
Website: alphasquaredcapital.com
Company Size: 11-50
Company Address: 9319 North 94th Way, Scottsdale, Arizona, United States
Alpha Squared Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Corbin Hixson | Chief Executive Officer | Portfolio Manager | Financial Advisor | |||
| Ben Howard | Portfolio Manager And Financial Advisor | |||
| Michael Defaria | Intern |
222. Leavell Investment Management, Inc.
Industry: Investment Management
Location: Alabama
Website: leavellinvestments.com
Company Founded: 1979
Company Size: 11-50
Company Address: 210 St Joseph Street, Mobile, Alabama, United States
Leavell Investment Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shelly Duncan | Client Service Specialist | |||
| Dalton Nix | Director Of Account Management | |||
| Andrew Grinstead | President And Chief Executive Officer | |||
| Mary Hope | Operations Manager | |||
| Ashley Kick | Assistant Investment Conselor |
223. Wbi
Industry: Investment Management
Location: New Jersey
Website: wbiinvestments.com
Company Founded: 1984
Company Size: 11-50
Company Address: 331 Newman Springs Road, Red Bank, New Jersey, United States
Wbi Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Richard Kundracik | Director Business Development Tamp Solutions | |||
| Steven Van Solkema | President And Chief Investment Officer | |||
| Travis Dufner | Regional Director | |||
| Eric Hedenburg | Chief Technology Officer | |||
| Cynthia Bonna | Chief Compliance Officer And The Hartshorne Group, Llc | |||
| Nicole Christie | Marketing Communications | |||
| Robert Morgan | Regional Director |
224. Four Pillars Investors
Industry: Investment Management
Location: Missouri
Website: fourpillarsinvestors.com
Company Founded: 2014
Company Size: 1-10
Four Pillars Investors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nick Mclean | Founder And Member | |||
| Cameron Alpural | Managing Director - Operating Partner | |||
| Monica Reinert | Private Equity Associate | |||
| Sam Shortall | Private Equity Intern |
225. Bramshill Investments, Llc.
Industry: Investment Management
Location: New Jersey
Website: bramshillinvestments.com
Company Founded: 2012
Company Size: 11-50
Company Address: 411 Hackensack Avenue, Hackensack, New Jersey, United States
Bramshill Investments, Llc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Stephen Selver | Chief Executive Officer | |||
| Joshua Bubbs | Executive Director | |||
| Brittney Van Calcar | Associate | |||
| Malcolm Selver | Managing Director |
226. Stringer Asset Management Llc
Industry: Investment Management
Location: Tennessee
Website: stringeram.com
Company Founded: 2013
Company Size: 1-10
Company Address: 5050 Poplar Avenue, Memphis, Tennessee, United States
Stringer Asset Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gary Stringer | Chief Investment Officer | |||
| Kenneth Hill | Regional Sales Director At Stringer Asset Management | |||
| Thomas Mccarthy | Regional Sales Director, Great Lakes | |||
| Susie Gallagher | Stringer |
227. Folience
Industry: Investment Management
Location: Iowa
Website: folience.com
Company Size: 501-1000
Company Address: 230 2nd Street Southeast, Cedar Rapids, Iowa, United States
Folience Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bryan Busch | Manager Of Iowa Ideas And Leadership Development Program | |||
| Cathy Terukina | Executive Vice President | |||
| Paul Nus | Director Of Technology And Infrastructure | |||
| Shawn Hoy | Server Administrator | |||
| Amanda Heyda | Payroll Analyst | |||
| Andrea Kula | Accounts Payable Coordinator | |||
| Greg White | Information Technology Staff |
228. Chilton Investment Company
Industry: Investment Management
Location: Connecticut
Website: chiltonfunds.com
Company Size: 51-200
Company Address: 1290 East Main Street, Stamford, Connecticut, United States
Chilton Investment Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Blaire Meck | Managing Director, Human Resources | |||
| Jennifer Foster | Co-chief Investment Officer | |||
| Matt Perrotta | Manager - Fund Accounting | |||
| Christine Gendimenico | Office Manager | |||
| Mark Schilio | Operations | |||
| Nicole Leonetti | Compliance Officer And Legal Assistant | |||
| Keyana Brooks | Corporate Accountant |
229. Aloha Capital Llc
Industry: Investment Management
Location: Colorado
Website: alohacapitalpartners.com
Company Founded: 2015
Company Size: 11-50
Company Address: 2525 Arapahoe Avenue, Boulder, Colorado, United States
Aloha Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kevin Hill | Chief Operating Officer | |||
| Brandon Threlkeld | Controller | |||
| Caitlin Waldschmidt | External Sales Management | |||
| Valerie Sapourn | Superwoman | |||
| Chris Pelatti | Operations And In-house Counsel |
230. Rathbone Warwick Investment Management
Industry: Investment Management
Location: Idaho
Website: rathbonewarwick.com
Company Founded: 2014
Company Size: 11-50
Company Address: 101 South Capitol Boulevard, Boise, Idaho, United States
Rathbone Warwick Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cfpâ Brooke Ramstad | Principal | |||
| Melissa Warwick | Investment Advisor | |||
| Jamie Wolfe | Client Associate | |||
| Drew Lunt | Investment Advisor | |||
| Devin Geddings | Investment Advisor | |||
| Aamsâ Devin Geddings | Investment Advisor | |||
| Amanda Writer | Senior Client Associate |
231. Pax World Investments
Industry: Investment Management
Location: New Hampshire
Website: paxworld.com
Company Founded: 1970
Company Size: 51-200
Company Address: 30 Penhallow Street, Portsmouth, New Hampshire, United States
Pax World Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Remmi Ellis | Internal Business Development Associate | |||
| David Loehwing | Vice President, Sustainable Investing | |||
| Greg Hasevlat | Sustainability Research Analyst | |||
| Sai He | Analyst, Performance And Portfolio Analytics | |||
| Kevin Schneider | Director, Equity Trading | |||
| Finn Johnson | High Yield Analyst | |||
| Mahmood Kinani | Director Of Information Technology |
232. Us Agriculture
Industry: Investment Management
Location: Indiana
Website: us-agriculture.com
Company Founded: 2015
Company Size: 1-10
Company Address: 10333 North Meridian Street, Indianapolis, Indiana, United States
Us Agriculture Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Meredith Devlin | General Counsel And Chief Compliance Officer | |||
| Steve Hageman | F | |||
| David Martin | Director Asset Management | |||
| Kyle Maple | Regional Director - Acquisitions | |||
| Clint Leman | Director Of Portfolio Management | |||
| Aac Matt Harmon | Regional Director | |||
| James Boren | Controller |
233. First Reserve
Industry: Investment Management
Location: Connecticut
Website: firstreserve.com
Company Founded: 1983
Company Size: 51-200
Company Address: 290 Harbor Drive, Stamford, Connecticut, United States
First Reserve Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Scardigli | Managing Director | |||
| Michael Humbert | Senior Financial Analyst | |||
| Cole Schuler | Dynamics Crm Consultant | |||
| Julio Chavez-reyes | Accounting Manager | |||
| Vicky Malhar | Applications Development Manager | |||
| Terry Longman | It Manager, Infrastructure And Applications | |||
| Lucas Markelon | Assistant Controller |
234. Square Deal Capital
Industry: Investment Management
Location: Oklahoma
Company Founded: 2013
Company Size: 11-50
Square Deal Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sam Vinall | Real Estate Consultant | |||
| Shannon Hooper | Executive Assistant | |||
| Rob Mclaughlin | Managing Partner Of Family Office | |||
| Andy Ridley | Director Of Asset Management - Cre | |||
| Melissa Cowan | Senior Associate |
235. Iberia Financial Services, Llc
Industry: Investment Management
Location: Louisiana
Company Size: 11-50
Company Address: 200 West Congress Street, Lafayette, Louisiana, United States
Iberia Financial Services, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Vance Richard | Senior V.p And Program Manager | |||
| Blake Richards | Senior Investment Advisor Representative | |||
| Lana Dauterive | Assistant Vice President And Operations Manager | |||
| Lana Roark | Operations Specialist | |||
| Everett Franks | Associate Investment Representative | |||
| Lanie Kipp | Sales Assistant | |||
| Donald Marino | Senior Investment Advisor |
236. Redmond
Industry: Investment Management
Location: Utah
Website: redmondinc.com
Company Founded: 1968
Company Size: 201-500
Company Address: 475 West 910 South, Heber City, Utah, United States
Redmond Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kenneth Taylor | Chief Financial Officer | |||
| Ortorovao Yee | Vice President Of Marketing | |||
| Aaron Gabrielson | Chief Technology Officer | |||
| Kenneth Taylor | Chief Financial Officer | |||
| Rhett Roberts | Chief Executive Officer | |||
| Doug Anderson | Elevating The Human Experience | |||
| Michael Redmond | Chief Executive Officer |
237. Riverbend Management, Inc.
Industry: Investment Management
Location: Idaho
Website: rbm.us
Company Size: 11-50
Company Address: 4609 West 65th South, Idaho Falls, Idaho, United States
Riverbend Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Devin Belnap | Vice President Of Development | |||
| Duston Barton | General Manager | |||
| Steve Holt | Assistant Controller | |||
| David Dance | General Counsel | |||
| Joel Arbuckle | Vice President | |||
| Austin Walters | Accountant | |||
| Marcene Romrell | Staff Accountant |
238. Wcm Global Wealth
Industry: Investment Management
Location: South Carolina
Website: wcmglobalwealth.com
Company Founded: 2011
Company Size: 1-10
Company Address: 201 Riverplace, Greenville, South Carolina, United States
Wcm Global Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Park Johnston | Director Of Investor Relations And Business Development | |||
| Mills Armstrong | Real Estate Developer | |||
| Kristin Wallace | Senior Accountant | |||
| Tiffany Gilbert | Investor Relations Specialist | |||
| Willi Mcnamara | Executive Administrator | |||
| Jeffrey Stemler | Director Of Financial Planning | |||
| Josh Renfro | Assistant Vice President |
239. Iii Capital Management
Industry: Investment Management
Location: Florida
Website: iiicm.com
Company Founded: 1982
Company Size: 51-200
Company Address: 777 Yamato Road, Boca Raton, Florida, United States
Iii Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Garth Friesen | Chief Executive Officer | |||
| Garth Friesen | Chief Executive Officer | |||
| Gang Ning | Quant Analyst And Developer For Rates Products | |||
| Gang Ning | Quant Analyst And Developer For Rates Products | |||
| Ryan Fallon | Software Developer | |||
| Ryan Fallon | Software Developer |
240. Swan Global Investments
Industry: Investment Management
Location: Colorado
Company Founded: 1997
Company Size: 51-200
Swan Global Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gib Watson | Chief Strategy Officer | |||
| Cimaâ Gib Watson | Chief Strategy Officer | |||
| Max Thilén | Trader | |||
| Mark Rosenthal | Senior Software Engineer | |||
| Alex Prouty | Analyst At Swan Global Investments |
241. Matson Money
Industry: Investment Management
Location: Ohio
Website: matsonmoney.com
Company Founded: 1991
Company Size: 51-200
Company Address: 5955 Deerfield Boulevard, Mason, Ohio, United States
Matson Money Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cindy Carpenter | Coach And Certified Financial Planner Professional | |||
| Braden Fraley | Lead Salesforce Developer | |||
| Erika Landavazo | Compliance Officer | |||
| Matthew Thomas | Software Developer | |||
| Matthew Thomas | Software Developer | |||
| Matthew Thomas | Software Developer | |||
| John Bean | Wealth Coach |
242. Enfinite Capital
Industry: Investment Management
Location: Missouri
Website: enfinite.capital
Company Founded: 2017
Company Size: 1-10
Company Address: 300 East 39th Street, Kansas City, Missouri, United States
Enfinite Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shane Spencer | Chief Operating Officer |
243. Claritas Capital
Industry: Investment Management
Location: Tennessee
Website: claritascapital.com
Company Founded: 2002
Company Size: 1-10
Claritas Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Chadwick | Founder And Partner At Claritas Capital | |||
| Kim Brooks | Client Relations | |||
| Bob Fisher | Managing Partner |
244. Quinn Stauffer Financial
Industry: Investment Management
Location: Tennessee
Website: qs-financial.com
Company Founded: 2002
Company Size: 1-10
Company Address: 2726 Larmon Avenue, Nashville, Tennessee, United States
Quinn Stauffer Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrew Quinn | Certified Financial Planner | |||
| Cfpâ Andrew Quinn | Certified Financial Planner | |||
| John Stauffer | Certified Financial Planner | |||
| Rebecca Martin | Client Experience Coordinator |
245. Shoker Investment Counsel
Industry: Investment Management
Location: Ohio
Company Size: 1-10
Company Address: 3642 Kehr Road, Oxford, Ohio, United States
Shoker Investment Counsel Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Randall Shoker | President | |||
| Randall Shoker | President | |||
| Randall Shoker | President |
246. Alikos Wealth Management, Llc
Industry: Investment Management
Location: Maryland
Website: alikoswm.com
Company Founded: 2015
Company Size: 1-10
Company Address: 7700 Old Georgetown Road, Bethesda, Maryland, United States
Alikos Wealth Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Pete Ryan | Wealth Advisor | |||
| Daniel Ryan | Principal |
247. Massey Quick Simon & Co., Llc
Industry: Investment Management
Location: New Jersey
Website: masseyquick.com
Company Founded: 2004
Company Size: 51-200
Company Address: 360 Mount Kemble Avenue, Morristown, New Jersey, United States
Massey Quick Simon & Co., Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brannon Fisher | Director, Client Advisor | |||
| Michael Oliveri | Chief Financial Officer At Simon Quick Advisors, Llc | |||
| Cristina Puleo | Vice President | |||
| Kylee Scioscia | Vice President, Principal | |||
| Belinda Bast | Vice President | Senior Accountant Family Office Accounting Services |
248. Navellier & Associates
Industry: Investment Management
Location: Nevada
Website: navellier.com
Company Founded: 1987
Company Size: 11-50
Navellier & Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Louis Navellier | Owner | |||
| Robert Funk | Senior Director At Navellier And Associates, Inc | |||
| Heather Steward | Compliance Analyst | |||
| Pete Koelewyn | Head Trader | |||
| Cheryl Czyz | Marketing | |||
| Timothy Hope | Portfolio Manager And Applied Research Analyst | |||
| Diana Murray | Accounts Payable Specialist |
249. Mitchell Mcleod Pugh & Williams
Industry: Investment Management
Location: Alabama
Website: mmpw.com
Company Founded: 2006
Company Size: 1-10
Company Address: 2610 Dauphin Street, Mobile, Alabama, United States
Mitchell Mcleod Pugh & Williams Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bragg Van Antwerp | Managing Director | |||
| Gray Ingle | Director Of Qualified Plan Services | |||
| Jay Crowley | Operations Trainee | |||
| Richard Mitchell | President And Managing Director | |||
| Carmen Williams | Managing Director |
250. Trailbreak Partners
Industry: Investment Management
Location: Colorado
Website: trailbreakpartners.com
Company Founded: 2014
Company Size: 1-10
Company Address: 802 East 19th Avenue, Denver, Colorado, United States
Trailbreak Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jordan Scharg | Principal, Co-founder | |||
| Lauren Irwin | Controller |
251. Greytown Advisors, Inc.
Industry: Investment Management
Location: Florida
Website: greytownadvisors.com
Company Founded: 2012
Company Size: 1-10
Company Address: 801 Brickell Avenue, Miami, Florida, United States
Greytown Advisors, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Catalina Rey | Chief Compliance Officer | |||
| Catalina Rey | Chief Compliance Officer | |||
| Wayne Perkins | Managing Director | |||
| Wayne Perkins | Managing Director |
252. Palisade Capital Management
Industry: Investment Management
Location: New Jersey
Website: palisadecapital.com
Company Founded: 1995
Company Size: 11-50
Company Address: 1 Bridge Plaza, Fort Lee, New Jersey, United States
Palisade Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Laura Farber | Vice President Of Compliance | |||
| Amrita Thapa | Vice President Risk Management And Product Development | |||
| Beata Tannuzzo | Chief Financial Officer, Managing Director | |||
| Brian Fern | Chief Financial Officer |
253. Duncan Williams Asset Management
Industry: Investment Management
Location: Tennessee
Website: dwassetmgmt.com
Company Founded: 2015
Company Size: 11-50
Company Address: 6263 Poplar Avenue, Memphis, Tennessee, United States
Duncan Williams Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Scully | President And Chief Investment Officer | |||
| Benjamin Gleneck | Vice President | |||
| Peyton Wade | Vice President, Financial Advisor |
254. Agriculture Capital
Industry: Investment Management
Location: Oregon
Website: agriculturecapital.com
Company Founded: 2016
Company Size: 11-50
Company Address: 1331 Northwest Lovejoy Street, Portland, Oregon, United States
Agriculture Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| J Tyson Davies | Pnw Operations Manager | |||
| Brooke Randall | Co-founder And Principal | |||
| Katherine Hart | Chief Compliance Officer | |||
| Kelley Wesson | Senior Administrative Assistant | |||
| Michael Grover | Accounts Payable And Payroll Specialist | |||
| Thomas Avinelis | Chief Executive Officer |
255. Alliance Benefit Group - Rocky Mountain
Industry: Investment Management
Location: Utah
Website: abgrm.com
Company Founded: 1980
Company Size: 51-200
Company Address: 7090 Union Park Avenue, Midvale, Utah, United States
Alliance Benefit Group - Rocky Mountain Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Madeline Walser | Marketing And Communications Specialist | |||
| Shawn Oram | President | |||
| Marques Nielson | Pension Administrator | |||
| Chris Mautz | Chief Executive Officer | |||
| Jim Hyde | Accounting And Human Resources Manager | |||
| Derrick Tate | Trading Specialist | |||
| Kristi Allen | Client Service Manager |
256. Hill Investment Group
Industry: Investment Management
Location: Missouri
Website: hillinvestmentgroup.com
Company Founded: 2005
Company Size: 11-50
Company Address: 7701 Forsyth Boulevard, St. Louis, Missouri, United States
Hill Investment Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Hall | President | |||
| Nell Schiffer | Chief Operating Officer | |||
| Abigail Crimmins | Client Service Associate | |||
| Bill Hill | Owner |
257. Commonfund Capital Inc.
Industry: Investment Management
Location: Connecticut
Website: commonfundcapital.com
Company Founded: 1988
Company Size: 11-50
Company Address: 15 Old Danbury Road, Wilton, Connecticut, United States
Commonfund Capital Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cari Lodge | Managing Director And Head Of Secondaries | |||
| Hong Pan | Director | |||
| Garrett Altieri | Senior Private Equity Accountant | |||
| Mary Samperi | Administrative Assistsnt | |||
| Maly Daniel | Fund Accountant |
258. Route 2 Capital Partners
Industry: Investment Management
Location: South Carolina
Website: route2capital.com
Company Founded: 2016
Company Size: 1-10
Company Address: 110 East Court Street, Greenville, South Carolina, United States
Route 2 Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Patrick Weston | Managing Partner | |||
| Jay White | Managing Partner | |||
| Charles Hiller | Senior Analyst | |||
| Kate Cramer | Director |
259. Juncture Wealth Strategies, Llc
Industry: Investment Management
Location: Arizona
Website: juncturewealth.com
Company Founded: 2010
Company Size: 1-10
Company Address: 15279 North Scottsdale Road, Scottsdale, Arizona, United States
Juncture Wealth Strategies, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brad Haines | Chief Investment Officer | |||
| Jana Lavanway | Senior Wealth Advisor | |||
| Barry Rhonemus | Managing Partner, Founder | |||
| Bryan Noonan | Senior Wealth Advisor |
260. Moreton Asset Management
Industry: Investment Management
Location: Utah
Website: moretonadvisors.com
Company Founded: 2005
Company Size: 1-10
Company Address: 101 South 200 East, Salt Lake City, Utah, United States
Moreton Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Benjamin Sehy | Managing Director | |||
| Andy Robbins | Managing Partner | |||
| Jordan Hansen | Managing Partner And Chief Investment Officer At Moreton Asset Management | |||
| Jason Williams | President | |||
| Dawn Dachenhausen | Portfolio Manager |
261. Colorado Financial Management
Industry: Investment Management
Location: Colorado
Website: colofinancial.com
Company Founded: 1988
Company Size: 11-50
Company Address: 4840 Pearl East Circle, Boulder, Colorado, United States
Colorado Financial Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Floyd Pierce | Trader And Analyst | |||
| Rick Lawrence | President And Chief Executive Officer | |||
| Kait Rabaey | Client Service Manager | |||
| Luke Daniel | Principal And Senior Advisor | |||
| Rebekah Pickerell | Client Service Manager | |||
| Steve Stein | Client Service Manager And Portfolio Management At Colorado Financial Management | |||
| Sherri Zuhlke | Senior Client Service Manager |
262. Bsw Wealth Partners
Industry: Investment Management
Location: Colorado
Website: bsw.com
Company Founded: 1992
Company Size: 11-50
Company Address: 2336 Pearl Street, Boulder, Colorado, United States
Bsw Wealth Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tami Carroll | Advisor | |||
| Aaron Deitz | Portfolio Manager | |||
| Julia Wentworth | Associate Financial Advisor | |||
| Maile Mccomb | Office Manager + Client Concierge | |||
| Ben Weaver | Senior Advisor And Managing Principal | |||
| Kathrin Biscornet | Financial Planner | |||
| Reta Kuntez | Human Resource Executive |
263. Jbj Investment Partners, Llc
Industry: Investment Management
Location: South Carolina
Website: jbjinvest.com
Company Founded: 2012
Company Size: 1-10
Company Address: 701 East Bay Street, Charleston, South Carolina, United States
Jbj Investment Partners, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Charlotte Morgan | Financial Planner | |||
| Caroline Hinkle | Investment Advisor | |||
| Kate Lacey | Portfolio Operations | |||
| Daniel Callahan | Investment Advisor | |||
| Brandy Benton | Operations Manager | |||
| Brandy Russell | Operations Manager | |||
| Amber Rollins | Operations Specialist |
264. Legacy Financial Strategies, Llc
Industry: Investment Management
Location: Kansas
Website: legacykc.com
Company Founded: 2000
Company Size: 1-10
Company Address: 4060 Indian Creek Parkway, Overland Park, Kansas, United States
Legacy Financial Strategies, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Apma David Dwyer | Principal And Financial Advisor | |||
| Mike Wren | Principal | Director Of Financial Planning | Financial Advisor | |||
| Cfpâ Mike Wren | Certified Financial Plannerà â  | |||
| Jon Hooiman | Financial Advisor | |||
| Heather Hardman | Relationship Manager | |||
| Luanne Underwood | Financial Advisor | |||
| Thomas Jones | Independent Insurance Broker |
265. Gerber/taylor Management Co.
Industry: Investment Management
Location: Tennessee
Website: gerbertaylor.com
Company Founded: 1990
Company Size: 11-50
Company Address: 1 Commerce Square, Memphis, Tennessee, United States
Gerber/taylor Management Co. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sean Montesi | Investment Professional | |||
| William Ryan | Partner | |||
| Matt Kinnear | Marketing And Client Services | |||
| William Estes | Investment Analyst - Public Equities And Hedge Funds | |||
| Michael Douglass | President |
266. The Quiat Companies
The Quiat Companies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Melinda Quiat | Chief Executive Officer | |||
| Julie Steinbrinck | Executive Assistant To Chief Executive Officer | |||
| Mary Penny | Chief Financial Officer | |||
| Michelle Smith | Vice President Land | |||
| Naomi Solano | Executive Administrative Assistant | |||
| Sharon Ott | Property Manager | |||
| Sharon Ott | Property Manager |
267. Equinox Funds
Industry: Investment Management
Location: New Jersey
Website: equinoxfunds.com
Company Founded: 2003
Company Size: 11-50
Company Address: 47 Hulfish Street, Princeton, New Jersey, United States
Equinox Funds Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Peter Campana | General Counsel And Chief Compliance Officer | |||
| J Alex Joslin | New Product Development Manager | |||
| Nicholas Rubino | Portfolio Analyst | |||
| Chelsea Rose | Controller | |||
| Bob Enck | President And Chief Executive Officer | |||
| Suzanne Mcnamara | Senior Financial Accountant |
268. New Energy Capital Partners Llc
Industry: Investment Management
Location: New Hampshire
Website: newenergycapital.com
Company Founded: 2004
Company Size: 1-10
Company Address: 53 South Main Street, Hanover, New Hampshire, United States
New Energy Capital Partners Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeph Shaw | Vice President At New Energy Capital | |||
| Bennett Collier | Partner And Director Of Asset Management | |||
| Po Cheng | Portfolio Investment Manager | |||
| Tawnya Stark | Office Administrator |
269. Trexquant Investment Lp
Industry: Investment Management
Location: Connecticut
Website: trexquant.com
Company Founded: 2012
Company Size: 11-50
Company Address: 300 First Stamford Place, Stamford, Connecticut, United States
Trexquant Investment Lp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tyger Park | Chief Executive Officer At Trexquant | |||
| Ting Qiao | Trading Strategist | |||
| Matthew Galarneau | Alpha Researcher And Accounting Associate | |||
| Zizhuo Liu | Alpha Researcher | |||
| Denis Lapitski | Director Of Strategy Research |
270. Newfleet Asset Management
Industry: Investment Management
Location: Connecticut
Website: newfleet.com
Company Founded: 1989
Company Size: 11-50
Company Address: 1 Financial Plaza, Hartford, Connecticut, United States
Newfleet Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Evan Lassow | Assistant Director, Credit Analyst | |||
| Jason Abercrombie | Assistant Director | |||
| David Mitchell | Credit Analyst | |||
| Nick Rinaldi | Senior Managing Director | |||
| Paul Privitera | Director - Institutional Business | |||
| Mike Sollicito | Chief Operating Officer And Portfolio Advisor | |||
| Andrew Szabo | Senior Managing Director Structured Products At Newfleet Asset Management |
271. Dorsey & Company, Inc
Industry: Investment Management
Location: Louisiana
Website: dorseyco.com
Company Founded: 1959
Company Size: 11-50
Company Address: 511 Gravier Street, New Orleans, Louisiana, United States
Dorsey & Company, Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chris Bravender | Vice President | |||
| Raymond Thompson | President And Chief Executive Officer | |||
| Michael Stern | Vice President At Dorsey And Company, Inc | |||
| Steve Rueb | Vice President And Director Government And Municipal Trading | |||
| Skip Chatelain | Vice President, Financial Advisor, Biography | |||
| John Christman | Vice President | |||
| Greg Hollingsworth | Senior Vice President Sales Manager Wealth Management |
272. The Arkansas Financial Group, Inc.
Industry: Investment Management
Location: Arkansas
Website: arfinancial.com
Company Founded: 1982
Company Size: 1-10
Company Address: 1001 North University Avenue, Little Rock, Arkansas, United States
The Arkansas Financial Group, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rick Adkins | Chief Executive Officer | |||
| Ralph Broadwater | Chief Investment Officer | |||
| Mary Mccraw | Senior Financial Planner | |||
| Quintin Schellenger | Assistant Financial Planner | |||
| Kristina Bolhouse | Vice President Secretary Chief Compliance Officer |
273. Tixall Global Advisors, Llc
Industry: Investment Management
Location: Mississippi
Website: tixallglobal.com
Company Founded: 2016
Company Size: 1-10
Company Address: 5 Birch Cove, Gulfport, Mississippi, United States
Tixall Global Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Paul Aston | Chief Executive Officer |
274. Brand Asset Management Group
Industry: Investment Management
Location: Missouri
Website: brandamg.com
Company Size: 11-50
Company Address: 16090 Swingley Ridge Road, Chesterfield, Missouri, United States
Brand Asset Management Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Egart | Wealth Advisor | |||
| Damaris Gingerich | Associate | |||
| Marissa Bates | Marketing Associate | |||
| Anna Davey | Fpqp, Executive Assistant | |||
| Kevin York | Paraplanner | |||
| Sara Smith | Chief Compliance Officer | |||
| Ryan Green | Investment Advisor |
275. Woody Creek Realty, Llc
Industry: Investment Management
Location: Tennessee
Website: woodycreekrealty.com
Company Founded: 1975
Company Size: 11-50
Company Address: 11543 Kingston Pike, Knoxville, Tennessee, United States
Woody Creek Realty, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| J Brandon Ross | Property Manager | |||
| Sharon Campbell | Realtor | |||
| Bick Benedict | Restaurant Supervisor | |||
| Talulah Johnson | Affiliate Broker | |||
| Keri Price | Affiliate Broker | |||
| Jeff Hodges | Affiliate Broker | |||
| Laura Owens | Affiliate Broker |
276. Old Hill Partners
Industry: Investment Management
Location: Connecticut
Website: oldhill.com
Company Founded: 1996
Company Size: 11-50
Company Address: 1120 Boston Post Road, Darien, Connecticut, United States
Old Hill Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sam Adams | Portfolio Manager | |||
| Dennis Leote | Asset Manager And Abl Analyst | |||
| John Howe | Founder, President And Chief Executive Officer |
277. The Sunray Companies, Llc
Industry: Investment Management
Location: Mississippi
Company Size: 51-200
The Sunray Companies, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Katie Guice | General Manager | |||
| Catherine Sullivan | Director Of Operations-retail Divisions | |||
| Angie Dorman | Revenue Manager - Hospitality Division | |||
| Nicholas Alexander | District Manager | |||
| Amy Hudson | Regional Manager | |||
| Tawana Barnette | Director Of Sales | |||
| Amy Hoyt | Regional Manager |
278. Smead Capital Management
Industry: Investment Management
Location: Arizona
Website: smeadcap.com
Company Founded: 2007
Company Size: 11-50
Company Address: 2777 East Camelback Road, Phoenix, Arizona, United States
Smead Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bill Smead | Chief Investment Officer | |||
| James Casey | Vice President, West Coast Sales, Broker-dealer, Ibd, Private Banks, Ria And Family Offices | |||
| Brenda Larson | Chief Compliance Officer Director Of Operations | |||
| Yelena Schubert | Vice President Operations |
279. Conscious Capital Management
Industry: Investment Management
Location: Wisconsin
Website: ccminvestment.com
Company Founded: 2011
Company Size: 1-10
Company Address: 6314 Odana Road, Madison, Wisconsin, United States
Conscious Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Bengry | President |
280. Thompson Investment Management, Inc.
Industry: Investment Management
Location: Wisconsin
Website: thompsoninvest.com
Company Founded: 2004
Company Size: 11-50
Company Address: 1255 Fourier Drive, Madison, Wisconsin, United States
Thompson Investment Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Morgan Mueller | Retirement Plan Specialist At Thompson Investment Management, Inc | |||
| Patsy Endres | Fund Accountant | |||
| Amy Cameron | Senior Investment Accountant | |||
| Ethan Hill | Senior Security Trader | |||
| Becky Henkel | Senior Account Administrator | |||
| Jason Stephens | Portfolio Manager And Chief Executive Officer | |||
| Dan Bagin | Research Analyst |
281. Northwest Passage Capital Advisors
Industry: Investment Management
Location: Wisconsin
Website: nwpcapital.com
Company Founded: 2013
Company Size: 1-10
Company Address: 172 North Broadway, Milwaukee, Wisconsin, United States
Northwest Passage Capital Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Mcguire | Partner | |||
| Rocio Diaz | Investment Analyst And Trader | |||
| Murph Devane | Analyst |
282. Kornitzer Capital Management, Inc.
Industry: Investment Management
Location: Kansas
Website: kornitzercapitalmanagement.com
Company Founded: 1989
Company Size: 11-50
Company Address: 5420 West 61st Place, Mission, Kansas, United States
Kornitzer Capital Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Grossman | Investment Research Analyst | |||
| Matt Carey | Investment Analyst | |||
| Alexandra Emerson | Accountant | |||
| Erin Schaper | Administrative Coordinator | |||
| Craig Richard | Portfolio Manager | |||
| Janet Jones | Fixed Income Trader | |||
| Denise Minet | Director Of Operations |
283. Iron Bridge Lending
Industry: Investment Management
Location: Oregon
Website: ironbridgelending.com
Company Founded: 2009
Company Size: 11-50
Iron Bridge Lending Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthew Mcgoldrick | Business Development And Investor Relations | |||
| Richard Kaimie | Senior Analyst | |||
| Gerard Stascausky | Managing Director | |||
| Joel Moreno | Senior Analyst | |||
| Stanca Oltean | Senior Analyst | |||
| Jennifer Muhs | Analyst And Loan Processor |
284. State Board Of Administration Of Florida
Industry: Investment Management
Location: Florida
Website: sbafla.com
Company Size: 51-200
Company Address: 1801 Hermitage Boulevard, Tallahassee, Florida, United States
State Board Of Administration Of Florida Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jacob Williams | Corporate Governance Manager | |||
| Olusoji Awojobi | Senior Audit Analyst -it | |||
| Olusoji Awojobi | Senior Audit Analyst -it | |||
| Barbara Fabian | Senior Sharepoint Developer | |||
| Eric Crown | Quantitative Analyst | |||
| Eric Crown | Quantitative Analyst |
285. Sky Harbor Capital Management, Llc
Industry: Investment Management
Location: Connecticut
Website: skyhcm.com
Company Founded: 2011
Company Size: 11-50
Company Address: 20 Horseneck Lane, Greenwich, Connecticut, United States
Sky Harbor Capital Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jessica Caron | Esg Associate | |||
| Luke Walsh | High Yield Research Analyst | |||
| Zachary Tyler | Head Trader | |||
| David Kinsley | Senior Portfolio Manager, Principal, Head Of Investing |
286. Jacob William Advisory
Industry: Investment Management
Location: Maryland
Website: jacobwilliam.com
Company Founded: 2006
Company Size: 1-10
Company Address: 9515 Deerco Road, Timonium, Maryland, United States
Jacob William Advisory Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cisp Christina Snyder | Associate Partner And Wealth Advisor | |||
| Ryan Cooley | Associate Wealth Advisor | |||
| Nicole Clyde | Director Of Client Relations | |||
| Nicole Clyde | Director Of Client Relations |
287. Knollwood Investment Advisory
Industry: Investment Management
Location: Maryland
Company Size: 11-50
Knollwood Investment Advisory Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Adam Kelly | Investment Team | |||
| Sean Flynn | Private Client Advisor |
288. Kayne Anderson Real Estate
Industry: Investment Management
Location: Florida
Company Founded: 2007
Company Size: 51-200
Company Address: 1 Town Center Road, Boca Raton, Florida, United States
Kayne Anderson Real Estate Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Wain | Chief Financial Officer | |||
| James Coffey | Vice President |
289. Kelly Benefits, Financial Advisors, And Risk Management
Industry: Investment Management
Location: Maryland
Website: getkbi.com
Company Founded: 1999
Company Size: 1-10
Company Address: 810 East College Parkway, Annapolis, Maryland, United States
Kelly Benefits, Financial Advisors, And Risk Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Kelly | Vice President | |||
| Bryan Wasserman | Financial Advisor |
290. Atlas Brown, Inc.
Industry: Investment Management
Location: Kentucky
Website: atlasbrown.com
Company Founded: 2004
Company Size: 1-10
Company Address: 333 East Main Street, Louisville, Kentucky, United States
Atlas Brown, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sam Vonderheide | Associate Financial Advisor And Analyst | |||
| Brad Glotzbach | Senior Relationship Manager | |||
| Tim Corley | Senior Vice President And Senior Wealth Advisor | |||
| Patricia Anderson | Vice President - Client Relations | |||
| Cheryl Hesen | Client Service Officer | |||
| Troy Braun | Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager | |||
| Sally Price | Executive Assistant |
291. First Western Advisors
Industry: Investment Management
Location: Utah
Website: fwainvest.com
Company Founded: 1982
Company Size: 11-50
Company Address: 3165 East Millrock Drive, Holladay, Utah, United States
First Western Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Eric Wallace | Executive Vice President - Investments | |||
| Jeff Teran | Executive Vice President Investments | |||
| Kami Asay | Vice President Of Operations, Fwa | Financial Advisor, Rjfs | |||
| Emily Teran | Chief Compliance Officer | |||
| Ashley Ahlquist | Client Services | |||
| Ashley Teran | Client Services Manager | |||
| Mike Blake | Investment Advisor |
292. Door Ventures Inc.
Industry: Investment Management
Location: Maryland
Website: doorfunds.com
Company Founded: 2016
Company Size: 11-50
Company Address: 909 Ridgebrook Road, Sparks Glencoe, Maryland, United States
Door Ventures Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brad Burgunder | Client Relationship Manager | |||
| Josh Wingeart | Client Relationship Manager | |||
| Sydney Powers | Data Analyst | |||
| William Welde | Head Of Data Analytics | |||
| Jerald Smuda | Accountant |
293. Verity Investment Partners
Industry: Investment Management
Location: South Carolina
Website: verityvip.com
Company Founded: 2002
Company Size: 11-50
Company Address: 2015 Boundary Street, Beaufort, South Carolina, United States
Verity Investment Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Nix | Chief Investment Officer | |||
| Edward Taylor | Senior Portfolio Manager | |||
| Andrew Jones | Senior Client Advisor | |||
| Will Verity | President | |||
| Paula Verity | Chief Creative Officer |
294. Fire And Police Pension Association Of Colorado
Industry: Investment Management
Location: Colorado
Website: fppaco.org
Company Founded: 1980
Company Size: 51-200
Company Address: 5290 Dtc Parkway, Greenwood Village, Colorado, United States
Fire And Police Pension Association Of Colorado Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dale Martin | Director Of Illiquid Alternatives At Fire And Police Pension Association Of Colorado | |||
| Ahni Smith | Accounting Director | |||
| Chip Weule | Chief Benefits Officer | |||
| Jessica Hsu | Investment Officer | |||
| Travis Rosa | Network Administrator | |||
| Lariea Thompson | Retirement Coordinator | |||
| Jacquette Tara | Executive Assistant To Chief Executive Officer |
295. Diversify, Inc.
Industry: Investment Management
Location: Utah
Website: diversify.com
Company Founded: 2004
Company Size: 11-50
Company Address: 9017 South Riverside Drive, Sandy, Utah, United States
Diversify, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Rigby | Investment Advisor | |||
| Matt Rigby | Account Manager | |||
| Chris Cook | Financial And Investment Advisor | |||
| Taylor Powell | Account Manager | |||
| Karen Chatelain | Account Manager | |||
| Steve Wilson | Director Of Health Insurance | |||
| Kenneth Duquette | Account Manager |
296. Trinitypoint Wealth
Industry: Investment Management
Location: Connecticut
Website: trinitypointwealth.com
Company Founded: 2018
Company Size: 11-50
Company Address: 612 Wheelers Farms Road, Milford, Connecticut, United States
Trinitypoint Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jim Betzig | Partner And Chief Executive Officer | |||
| Rlp Dana Mascalo | Managing Partner | |||
| Jerilyn Shannon | Chief Compliance Officer | |||
| Jennifer Tavella | Marketing Coordinator |
297. Emil Capital Partners Llc
Industry: Investment Management
Location: Connecticut
Website: emilcapital.org
Company Founded: 2009
Company Size: 1-10
Company Address: 67 Mason Street, Greenwich, Connecticut, United States
Emil Capital Partners Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Scott Roman | Senior Partner, Managing Director | |||
| William Jin | Fund Controller And Analyst | |||
| Soeren Eisenbeiss | Fund Controller And Accountant | |||
| Chrissy Farrell | Executive Assistant And Office Manager |
298. Ridgewood Investments
Industry: Investment Management
Location: New Jersey
Website: ridgewoodinvestments.com
Company Founded: 2002
Company Size: 1-10
Company Address: 623 Morris Avenue, Springfield, New Jersey, United States
Ridgewood Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kaushal Majmudar | President And Managing Partner |
299. Brigham Capital
Industry: Investment Management
Location: Utah
Website: brigham-capital.com
Company Founded: 2013
Company Size: 1-10
Brigham Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cameron Clark | Co-chief Investment Officer | |||
| Jack Alexander | Associate Portfolio Manager | |||
| Joshua Parker | Healthcare Investment Associate |
300. Columbia Partners, L.l.c. Investment Management
Industry: Investment Management
Location: Maryland
Website: columbiaptrs.com
Company Founded: 1995
Company Size: 11-50
Company Address: 5425 Wisconsin Avenue, Chevy Chase, Maryland, United States
Columbia Partners, L.l.c. Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christopher Doherty | Managing Director, Managing Partner Of Private Debt | |||
| Trung Nguyen | Internship | |||
| Tom Bain | General Partner | |||
| Robert Von Pentz | Chairman Of The Management Committee And Co-head Growth Equites | |||
| Shelia Harrold | Operation Administrative | |||
| Terry Collins | Vice Chairman At Columbia Partners | |||
| Ann Lytle | Marketing Assistant |
