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Network origin in Bob J. Reed first degree
Entity | Entity type | Industry | |
---|---|---|---|
Alexander Capital Management Group LLC
![]() Alexander Capital Management Group LLC Investment ManagersFinance Founded in 1978 by Howard Alexander, Alexander Capital Management Group LLC is a registered investment advisor located in Denver, Colorado. The firm offers actively managed and customized asset allocation portfolios for individuals, foundations, endowments, pension plans and institutions. They are a subsidiary of CoBiz Financial, Inc. (NasdaqGS: COBZ), a Denver-based financial services company.
11
| Extinct | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Bob J. Reed via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
![]() Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
![]() Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Lepercq, de Neuflize Asset Management LLC
![]() Lepercq, de Neuflize Asset Management LLC Investment ManagersFinance Lepercq, de Neuflize Asset Management LLC (LNAM) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm is the investment management arm of Lepercq, de Neuflize & Co, Inc. LNAM provides investment management services on a discretionary basis to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Waters, Parkerson & Co. LLC
![]() Waters, Parkerson & Co. LLC Investment ManagersFinance Waters, Parkerson & Co. LLC (WPC) is an independent, SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Arthur C. Waters in 1933. WPC provides fundamentally sound investment advice and personalized attention to individuals and institutions. | Investment Managers | Head-Equity Investments | |
Auerbach Grayson & Co. LLC
![]() Auerbach Grayson & Co. LLC Investment Banks/BrokersFinance Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities. | Investment Banks/Brokers | Institutional Sales | |
University of Notre Dame | College/University | Undergraduate Degree | |
Jacob Funds, Inc.
![]() Jacob Funds, Inc. Financial ConglomeratesFinance Jacob Funds, Inc. provides investment services. The company was founded by Ryan Ingram Jacob in 1999 and is headquartered in Manhattan Beach, CA. | Financial Conglomerates | Treasurer | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree | |
Jacob Asset Management of New York LLC
![]() Jacob Asset Management of New York LLC Investment ManagersFinance Jacob Asset Management of New York LLC (JAM) is a registered independent investment advisor headquartered in Hermosa Beach, California and was founded in 1999. JAM offers a full range of actively managed investment solutions. | Investment Managers | Portfolio Manager-Equities | |
Arizona State University | College/University | Undergraduate Degree | |
Marist College | College/University | Undergraduate Degree | |
Metropolitan State University of Denver | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
St. John's University | College/University | Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Northern Colorado | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
Washington & Jefferson College | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree Masters Business Admin | |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
Knowledge Leaders Capital LLC
![]() Knowledge Leaders Capital LLC Investment ManagersFinance Knowledge Leaders Capital LLC (KL Capital) is a SEC-registered mutual fund manager headquartered in Denver, Colorado. The firm was founded by Steve Vannelli in 2006 under the original name of Gavekal Capital LLC. In 2023, they were acquired by AXS Investments LLC, ultimately owned by SR Partners LLC. KL Capital offers investment advisory services to individual and institutional clients through ETFs, mutual funds, and managed accounts. | Investment Managers | Chief Executive Officer | |
AXS Investments LLC
![]() AXS Investments LLC Investment ManagersFinance AXS Investments LLC is a registered asset management firm headquartered in Port Chester, New York. The firm was founded in 2019 and is a wholly-owned subsidiary of AXS Holdings LLC, which is owned by SR Partners LLC. AXS Investments provides investors and financial advisors access to institutional-quality alternative investments and education to drive improved portfolio outcomes. | Investment Managers | Portfolio Manager-Equities | |
Elk River Wealth Management LLC
![]() Elk River Wealth Management LLC Investment ManagersFinance Elk River Wealth Management LLC (Elk River) is a SEC-registered investment adviser and wealth management firm headquartered in Denver, Colorado. Founded in 2020, the firm is wholly owned by Elk River Wealth Holdings LLC, a subsidiary of Covey Rise Capital 0215 LLC. Elk River delivers comprehensive wealth management solutions to assist individuals, families and business owners in Colorado, Arizona, Nebraska, and across the US. | Investment Managers | Chief Executive Officer |
Statistics
International
United States | 35 |
Sectoral
Finance | 22 |
Consumer Services | 13 |
Miscellaneous | 2 |
Operational
Portfolio Manager-Equities | 15 |
Corporate Officer/Principal | 13 |
Undergraduate Degree | 10 |
Analyst-Equity | 9 |
Investment Committee Member | 9 |
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