Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Peter C. Morales | M | - |
The University of Texas at Austin
| 22 years |
| Larry R. Faulkner | M | 78 |
The University of Texas at Austin
| 26 years |
| Wanda Mizutowicz | F | - |
The University of Texas at Austin
| 28 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Daniel G. Polhamus | M | - |
The University of Texas at Austin
| 10 years |
| Henry Lartigue | M | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 22 years |
| Bill Stone | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 3 years |
| Phillip C. Zerrillo | M | 65 |
The University of Texas at Austin
| 5 years |
| Tyler Dunn | M | - |
The University of Texas at Austin
| 7 years |
| Mukul V. Hariharan | M | - |
The University of Texas at Austin
| 8 years |
| Prem Nainani | M | - |
The University of Texas at Austin
| 6 years |
| Tan Nuchkasem | M | - |
The University of Texas at Austin
| - |
| Amr Abdul Rahman Taiba | M | - |
The University of Texas at Austin
| 4 years |
| Bo Hu | M | - |
The University of Texas at Austin
| 5 years |
| Mohammed Hoque | M | 46 |
The University of Texas at Austin
| 5 years |
| Charles J. Collins | M | 47 |
The University of Texas at Austin
| 3 years |
| Bart David Dillashaw | M | - |
The University of Texas at Austin
| 8 years |
| Cameron J. Dunn | M | 39 |
The University of Texas at Austin
| 5 years |
| John Fedorko | M | - |
The University of Texas at Austin
| 3 years |
| Aaron Rosenthal | M | - |
The University of Texas at Austin
| 5 years |
| Matt Swift | M | - |
The University of Texas at Austin
| 5 years |
| Ross A. Langley | M | - |
The University of Texas at Austin
| 5 years |
| J. D. McCulloch | M | - |
The University of Texas at Austin
| 7 years |
| Brendan Achariyakosol | M | - |
The University of Texas at Austin
| 11 years |
| Rachel Foley | F | - |
The University of Texas at Austin
| 4 years |
| Brian A. Minnehan | M | 52 |
The University of Texas at Austin
| 5 years |
| Zhang Xi Lin | M | 73 |
The University of Texas at Austin
| 4 years |
| Craig W. Eissler | M | - |
The University of Texas at Austin
| 7 years |
| Rafael A. Colorado | M | 46 |
The University of Texas at Austin
| 5 years |
| SHORT REBECCA | F | - |
The University of Texas at Austin
| 4 years |
| Megan Light | F | - |
The University of Texas at Austin
| 5 years |
| Craig Friou | M | - |
The University of Texas at Austin
| 5 years |
| Kyle Hranicky | M | - |
The University of Texas at Austin
| 5 years |
| David S. Warhoftig | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 4 years |
| Rui Mao | M | 49 |
The University of Texas at Austin
| 3 years |
| James Wang | M | - |
The University of Texas at Austin
| 5 years |
| James F. Murchison | M | 47 |
The University of Texas at Austin
| 7 years |
| Mauricio Ortiz | M | 44 |
The University of Texas at Austin
| 1 years |
| Shaun Kolnick | M | - |
The University of Texas at Austin
| 4 years |
| Jason Patrick Lincoln | M | - |
The University of Texas at Austin
| 7 years |
| Chase Robison | M | - |
The University of Texas at Austin
| 10 years |
| Jacky Lo | M | 47 |
The University of Texas at Austin
| 5 years |
| Sam F. Stoutner | M | 37 |
The University of Texas at Austin
| 5 years |
| Turab Bajwa | M | - |
The University of Texas at Austin
| 5 years |
| Clay Johnson | M | 53 |
The University of Texas at Austin
| 7 years |
| Marvin Kwan | M | - |
The University of Texas at Austin
| 5 years |
| Matt Rosenberg | M | - |
The University of Texas at Austin
| 4 years |
| Justin Bernard Smith | M | - |
The University of Texas at Austin
| 5 years |
| Brian Watson | M | - |
The University of Texas at Austin
| 7 years |
| Dewi Dharma Yanti | F | - |
The University of Texas at Austin
| 6 years |
| John Garcia | M | - |
The University of Texas at Austin
| 7 years |
| Darren K. DeStefano | M | - |
The University of Texas at Austin
| 3 years |
| Richard Ellman | M | 53 |
The University of Texas at Austin
| 3 years |
| Edward Earle | M | 51 |
The University of Texas at Austin
| 3 years |
| James Patton | M | 53 |
The University of Texas at Austin
| 7 years |
| Wesley Gallup | M | - |
The University of Texas at Austin
| 6 years |
| Ali Merchant | M | - |
The University of Texas at Austin
| 5 years |
| Michael Ian Mellon | M | - |
The University of Texas at Austin
| 5 years |
| Jonathan P. Shiffer | M | - |
The University of Texas at Austin
| 2 years |
| Marco Gamboa | M | - |
The University of Texas at Austin
| 6 years |
| Denny L. Galindo | M | - |
The University of Texas at Austin
| 4 years |
| Willie Langston | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 22 years |
| Aruna Viswanathan | F | 53 |
The University of Texas at Austin
| 9 years |
| Desiree Dolezal | F | - |
The University of Texas at Austin
| 4 years |
| Ryan Ruebsahm | M | - |
The University of Texas at Austin
| 7 years |
| Scott Bigham | M | - |
The University of Texas at Austin
| 4 years |
| Shayne McGuire | M | - |
The University of Texas at Austin
| 4 years |
| Ryan Matthew Nixon | M | 44 |
The University of Texas at Austin
| 6 years |
| Shari Ledbetter | F | - |
The University of Texas at Austin
| 5 years |
| David Rosenberg | M | - |
The University of Texas at Austin
| 5 years |
| Colby Hackerman | M | - |
The University of Texas at Austin
| 5 years |
| Christopher G. Carter | M | 45 |
The University of Texas at Austin
| 5 years |
| Nathan Pettus | M | 52 |
The University of Texas at Austin
| 8 years |
| Ashley Baum | F | - |
The University of Texas at Austin
| 5 years |
| Stephen Michael Romney | M | 46 |
The University of Texas at Austin
| 5 years |
| Madison Woodward | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 10 years |
| Jonathan Pearce | M | - |
The University of Texas at Austin
| 5 years |
| B. M. Rankin | M | 94 |
The University of Texas at Austin
| 7 years |
| James Pai | M | - |
The University of Texas at Austin
| 5 years |
| Jeff Baker | M | - |
The University of Texas at Austin
| 7 years |
| Alex Nguyen | M | - |
The University of Texas at Austin
| 5 years |
| Shane Litts | M | - |
The University of Texas at Austin
| 8 years |
| Cathy Ritter | F | - |
The University of Texas at Austin
| 6 years |
| Alan T. Hsu | M | - |
The University of Texas at Austin
| 5 years |
| Kelley Curtin | F | - |
The University of Texas at Austin
| 5 years |
| Nikhil N. Sinha | M | 63 |
The University of Texas at Austin
| 12 years |
| Jeff Phelps | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 15 years |
| Pascal A. Villiger | M | - |
The University of Texas at Austin
| 2 years |
| Christopher James Eiting | M | - |
The University of Texas at Austin
| 4 years |
| Sloane Child | F | - |
The University of Texas at Austin
| 4 years |
| Lin Wan | M | 49 |
The University of Texas at Austin
| 3 years |
| Alcino Orfeu de Leão e Flores | M | 55 |
The University of Texas at Austin
| - |
| Jamison R Davis | M | - |
The University of Texas at Austin
| 4 years |
| Jake Balzer | M | - |
The University of Texas at Austin
| 4 years |
| Omar Abou-Sayed | M | - |
The University of Texas at Austin
| 4 years |
| Kevin R. Howell | M | - |
The University of Texas at Austin
| 2 years |
| Jeremiah B. Shepard | M | - |
The University of Texas at Austin
| 6 years |
| Marshall A. Cowden | M | - |
The University of Texas at Austin
| 3 years |
| RK Mahendran | M | 35 |
The University of Texas at Austin
| 4 years |
| Kristel Franklin | F | - |
The University of Texas at Austin
| 4 years |
| Javier Ramos | M | - |
The University of Texas at Austin
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chris Halaska
- Personal Network
