Courtenay Bloodworth
Portfolio Manager-Equities at Regions Investment Management, Inc.
Network origin in Courtenay Bloodworth first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Washington & Lee University
87
| College/University | Other Consumer Services | 87 |
Regions Investment Management, Inc.
 Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.
55
| Subsidiary | Investment Managers | 55 |
Samford University
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Courtenay Bloodworth via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| TIVITY HEALTH, INC. | Other Consumer Services | General Counsel | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Fayez Sarofim & Co.
 Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals. | Investment Managers | Portfolio Manager-Equities President | |
SouthState DuncanWilliams Securities Corp.
 SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Atlas Brown, Inc.
 Atlas Brown, Inc. Investment ManagersFinance Atlas Brown, Inc. is an independent registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by William “Wayne” Hancock in 2004. Atlas Brown provides investment management solutions combined with their suite of Family Office Services offered primarily to individuals and their families, which includes high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Chief Executive Officer | |
Primoris Energy Solutions, Inc.
 Primoris Energy Solutions, Inc. Other Consumer ServicesConsumer Services Primoris Energy Solutions, Inc. provides automotive repair and maintenance services. It offers eco-friendly auto repair services to individuals, corporations, and fleets. Its products include, dual stage oil filter, motor oil, TireSource, nitrogen tire fill, anti-freeze coolants, and wheel weights. The firm's fleet maintenance services include oil changes and maintenance of brakes, brake line flush, power steering flush, radiator flush and lifetime air filters. Its areas of expertise encompass maintenance, repair, and green turning services. The company was founded by Ryan J. Ferrero, Tom Brennan and Peggy Brennan in 2009 and is headquartered in Boulder, CO. | Other Consumer Services | Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin | |
Rocky Mountain Institute
 Rocky Mountain Institute Miscellaneous Commercial ServicesCommercial Services Rocky Mountain Institute is a non-profit organization that transforms energy use to clean and secure low carbon future. It engages in businesses, communities, institutions, and entrepreneurs to accelerate the adoption of market-based solutions that cost-effectively shift from fossil fuels to efficiency and renewables. It examining and facilitating market-based technology that will play a role in addressing the climate problem. The company was founded by Amory Lovin in 1982 and is headquartered in Basalt, CO. | Miscellaneous Commercial Services | Director/Board Member | |
| The University of Alabama | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Regions Bank
 Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of South Carolina | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
Hull Street Energy LLC
 Hull Street Energy LLC Investment ManagersFinance Hull Street Energy LLC (Hull Street Energy) is a private equity firm founded in 2014 by Sarah Wright. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
| Vanderbilt University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Georgia | College/University | Undergraduate Degree Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Fixed Income Director of Research - Fxd Inc | |
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Aptos LLC
 Aptos LLC Packaged SoftwareTechnology Services Aptos LLC engages in the provision of retail technology solutions. Its solutions include analytics; audit and operations management; digital commerce; customer relationship management and clienteling; enterprise order management; forecasting allocation and replenishment; and merchandise and assortment planning. The company was founded in 1981 and is headquartered in Atlanta, GA. | Packaged Software | Director/Board Member Director of Finance/CFO | |
| Vanderbilt Owen Graduate School of Management | College/University | Corporate Officer/Principal Masters Business Admin | |
| The University of North Carolina at Asheville | College/University | Masters Business Admin | |
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Investment Managers | Analyst-Equity | |
Saluda Grade LLC
 Saluda Grade LLC Information Technology ServicesTechnology Services Saluda Grade LLC is a vertically integrated advisory and asset management platform that focuses on investments in the alternative non-bank lending sector, real estate debt and equity, and hard assets sector. The private company is based in New York, NY and has subsidiaries in the United States. Saluda Grade Advisory advises small to mid-sized lenders seeking institutional capital markets expertise and delivering institutional capital to private lenders. Saluda Grade Ventures, the firm's equity investment arm, currently manages two private funds. Saluda Grade Asset Management manages debt funds investing in transitional mortgage loans and distressed securitized product assets. The company was founded in 2019 by Ryan J. Craft, who has been the CEO since 2019. | Information Technology Services | Chief Operating Officer | |
RMBS Management LLC
 RMBS Management LLC Investment ManagersFinance RMBS Management LLC is an independent hedge fund manager headquartered in New York City. The firm was founded in 2008 by Daniel Garcia, Timothy Carr and Brian Brennan. They provide investment services to high net-worth clients. | Investment Managers | Chief Executive Officer | |
Saluda Grade Ventures LLC
 Saluda Grade Ventures LLC Investment ManagersFinance Saluda Grade Venture (Saluda Grade Venture LLC) is a venture capital firm, a subsidiary of Saluda Grade LLC founded in 2019 by Ryan J. Craft. The firm is headquartered in New York. | Investment Managers | Chief Investment Officer | |
| Columbia University School of the Arts | College/University | Graduate Degree | |
Vision Ridge Partners LLC
 Vision Ridge Partners LLC Investment ManagersFinance Vision Ridge Partners LLC (Vision Ridge Partners) is a firm founded in 2008 by Reuben Aguilar Samuels Munger. The firm is headquartered in Colorado, United States. | Investment Managers | Founder | |
Earthrise Energy, Inc.
 Earthrise Energy, Inc. Electric UtilitiesUtilities Earthrise Energy, Inc. is a company that acquires, develops, and operates power generation facilities to support the transition to clean energy. The company is based in Arlington, VA and has subsidiaries in the United States. The company focuses on maintaining grid stability and resiliency, reinvesting in their sites for reliable operations, and developing new clean energy projects in and around communities. Earthrise Energy brings together renewable and thermal talent under one roof and is committed to being responsible business owners in the communities where they operate. The company was founded by Andrew Martin Vesey and Carla M. Tully, with Carla Tully serving as the CEO. | Electric Utilities | Director/Board Member |
Statistics
International
| United States | 48 |
| Canada | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 17 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Distribution Services | 2 |
Operational
| Director/Board Member | 153 |
| Corporate Officer/Principal | 124 |
| Undergraduate Degree | 90 |
| Analyst-Equity | 65 |
| Portfolio Manager-Equities | 53 |
Most connected contacts
| Insiders | |
|---|---|
| Blair Garrou | 42 |
| Cam Dyer | 21 |
| Reuben Munger | 21 |
| Wangdali Bacdayan | 21 |
| Robert C. Covington | 20 |
| Clay Richards | 18 |
| Matt C. Newton | 17 |
| William Ottiger | 16 |
| Lee Wright | 15 |
| Mike Burton | 14 |
| Kevin Roddey | 13 |
| Douglas Ghertner | 13 |
| Jeffrey Laborde | 13 |
| Quinn Thomas Kiley | 12 |
| Andrew D. Farley | 11 |
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