Network origin in Crews Kay first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles.
5
| Subsidiary | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Crews Kay via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Furman University | College/University | Undergraduate Degree | |
| Goizueta Business School-Emory | College/University | Masters Business Admin | |
BT Opportunity Fund LP
 BT Opportunity Fund LP Investment Trusts/Mutual FundsMiscellaneous BT Opportunity Fund LP provides investment services. The company was founded in 2015 and is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| American University | College/University | Undergraduate Degree | |
Lincoln Lee Investments LLC
 Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Investment Managers | Corporate Officer/Principal | |
Zurich Alternative Asset Management LLC
 Zurich Alternative Asset Management LLC Investment ManagersFinance Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes. | Investment Managers | Corporate Officer/Principal | |
| University of Kentucky | College/University | Graduate Degree | |
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Investment Managers | Head-Equity Investments | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin |
Statistics
International
| United States | 15 |
Sectoral
| Consumer Services | 8 |
| Finance | 7 |
| Miscellaneous | 2 |
Operational
| Investment Committee Member | 4 |
| Portfolio Manager-Equities | 4 |
| Undergraduate Degree | 4 |
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Scott Craig | 5 |
| Clay McDaniel | 4 |
| Buck Glenn | 4 |
| Cliff Weldon Draughn | 3 |
| Lorrie Allegra | 3 |
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