Eddie Carlisle
Portfolio Manager-Equities at Waverly Advisors LLC (Alabama)
Network origin in Eddie Carlisle first degree
Entity | Entity type | Industry | |
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Vanderbilt University
140
| College/University | Other Consumer Services | 140 |
University of Florida
97
| College/University | Other Consumer Services | 97 |
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.
8
| Subsidiary | Investment Managers | 8 |
Soundpath Investment Advisors LLC
Soundpath Investment Advisors LLC Investment ManagersFinance Soundpath Investment Advisors LLC (Soundpath) is an asset management firm headquartered in Ridgeland, Mississippi. The firm was formerly named Medley & Brown LLC and is the successor to Medley & Company, Inc. (dba Medley & Brown), which was founded in 1988. They were acquired in 2023 by Waverly Advisors LLC, which is ultimately owned by WAAM Topco LLC. Soundpath provides portfolio management services to individuals, high-net worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, or other business entities.
4
| Subsidiary | Investment Managers | 4 |
Mississippi College
2
| College/University | Other Consumer Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Eddie Carlisle via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Trading-Fixed Income | |
Regents of the University of California
Regents of the University of California General GovernmentGovernment The Regents of the University of California (Board of Regents) is the governing board of the University of California (UC), a public university system headquartered in Oakland, California. The firm was founded in 1868 to manage the endowment, pension, retirement savings and working capital assets for UC. Board of Regents manages the assets of the following investment portfolios: Endowment, Pension, Retirement Savings Program, Working Capital Short-Term Investment Pool and Working Capital Total-Return Investment Pool. | General Government | Portfolio Manager-Equities | |
Fairholme Capital Management LLC
Fairholme Capital Management LLC Investment ManagersFinance Fairholme Capital Management LLC (Fairholme) is a registered investment advisor headquartered in South Miami, Florida. The firm was founded in 1997 and is a wholly-owned subsidiary of Fairholme Holdings LLC, which is owned by Gables Investment Partnership LLLP. In addition to advising the Fairholme Funds, Fairholme Capital provides investment management services to various types of clients which includes high-net-worth individuals, pensions and profit-sharing plans, trusts, estates and charitable organizations, and corporations and other business entities via its Managed Account Program. | Investment Managers | Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
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 | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Birmingham-Southern College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree Masters Business Admin | |
State Bar of Georgia
State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services The State Bar of Georgia is an organization that provides resources and support for lawyers in the state of Georgia. The organization is based in Atlanta, GA and offers programs such as committees, sections, and a lawyer assistance program. The private company's website offers a variety of services, including a member directory, legal aid resources, and virtual law museum. Additionally, they offer a comprehensive law library called Fastcase, which is a free member benefit for lawyers. The State Bar of Georgia also recommends Member Benefits, Inc. as a broker for members' health, dental, and vision insurance, as well as other approved products. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Bryan Cave Leighton Paisner LLP
Bryan Cave Leighton Paisner LLP Miscellaneous Commercial ServicesCommercial Services Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Rollins College (Florida) | College/University | Undergraduate Degree Masters Business Admin | |
Emory University | College/University | Masters Business Admin Masters Business Admin | |
Florida Venture Forum, Inc.
Florida Venture Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Florida Venture Forum, Inc. is a non-profit organization, which provides educational and networking opportunities for Florida-based entrepreneurs and private companies. The company was founded in 1984 and is headquartered in Tampa, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
University of Kentucky | College/University | Graduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Arizona State University | College/University | Masters Business Admin Undergraduate Degree | |
The University of Alabama at Birmingham | College/University | Graduate Degree Masters Business Admin | |
Samford University | College/University | Undergraduate Degree | |
Hargray Communications Group, Inc.
Hargray Communications Group, Inc. Major TelecommunicationsCommunications Hargray Communications Group, Inc. provides telecommunications services. It offers bundles, internet, television, promotions, and telephone services. The firm serves residential, business, large enterprise and resort customers. The company was founded by Leroy Harvey Sr. in 1947 and is headquartered in Hilton Head Island, SC. | Major Telecommunications | Director of Finance/CFO | |
Canada Drives Ltd.
Canada Drives Ltd. Packaged SoftwareTechnology Services Canada Drives Ltd. operates as an online auto financing firm. It helps consumers obtain car loans, regardless of credit scores, by matching local dealerships with consumers. The company was founded by Cody Green in 2010 and is headquartered in Vancouver, Canada. | Packaged Software | Director/Board Member | |
Stanford University | College/University | Graduate Degree | |
Anthos Management LP
Anthos Management LP Investment ManagersFinance Anthos Management LP (Anthos Management ) is a private equity firm founded in 2007. The firm headquartered in Santa Monica, California. | Investment Managers | Private Equity Investor | |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Investment Managers | Sales & Marketing | |
Bucknell University | College/University | Undergraduate Degree | |
iPROMOTEu.com, Inc.
iPROMOTEu.com, Inc. Advertising/Marketing ServicesCommercial Services iPROMOTEu.com, Inc. operates as a promotional products distributor. The firm’s services include order financing, back office support, sales and marketing, technology, print and packaging and graphic design. The company was founded by Ross S. Silverstein and Walter J. Schneider in August 1999 and is headquartered in Wayland, MA. | Advertising/Marketing Services | Sales & Marketing | |
Auburn University | College/University | Undergraduate Degree | |
Arlington Partners LLC
Arlington Partners LLC Investment ManagersFinance Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth. | Investment Managers | Corporate Officer/Principal | |
Dunes Point Capital LLC
Dunes Point Capital LLC Investment ManagersFinance Dunes Point Capital LLC (Dunes Point Capital) is a private equity firm founded in 2013 by Tim J. White. The firm is headquartered in Rye, New York. | Investment Managers | Director of Finance/CFO | |
Power Grid Engineering LLC
Power Grid Engineering LLC Engineering & ConstructionIndustrial Services Power Grid Engineering LLC provides engineering services. Its services include relay protection and control, substation engineering, generation interconnect, planning and system studies and power systm training. The company was founded by Michael J. Wright William Durie and Andre Uribe in 2007 and is headquartered in Lake Mary, FL. | Engineering & Construction | Founder | |
Emory University School of Law | College/University | Graduate Degree | |
Nuclear Regulatory Commission (United States) | General Government | Corporate Officer/Principal | |
Kirkland & Ellis LLP
Kirkland & Ellis LLP Miscellaneous Commercial ServicesCommercial Services Kirkland & Ellis LLP provides legal services. It counsels clients in litigation, corporate and tax, intellectual property and restructuring matters. The firm offers intellectual property, antitrust and competition, international trade and national security, real estate and tax, benefits and estate planning services. The company was founded in 1909 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Sol Systems LLC
Sol Systems LLC Engineering & ConstructionIndustrial Services Sol Systems LLC develops and finances solar energy projects. It services encompass, investment management, solar project financing, project acquisitions, tax equity, asset management, construction and term debt, and solar renewable energy credit services. The firm serves corporations, insurance companies, utilities, banks, family offices, and individuals. The company was founded by Yuri Horwitz and George Ashton in 2008 and is headquartered in Washington, DC. | Engineering & Construction | General Counsel | |
Warrington College of Business Administration | College/University | Graduate Degree | |
Raine Ventures LLC
Raine Ventures LLC Investment ManagersFinance Raine Ventures LLC (Raine Ventures) is a venture capital firm, a subsidiary of The Raine Group LLC founded in 2010 by Brandon Gardner, Deborah Mei, Joseph Ravitch, John Salter, and Jeff Sine. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
The Raine Group LLC
The Raine Group LLC Regional BanksFinance The Raine Group LLC is a merchant bank that specializes in technology, media, and telecommunications. The company is based in New York, NY and has a global presence of subsidiaries in several regions. The Raine Group focuses on investment and advisory opportunities, leveraging its extensive industry experience and strategic relationships to create value for portfolio companies and clients. The company was founded in 2009 by Jeffrey Alan Sine, John Salter, Joseph Ravitch, Brandon Wade Gardner, and Deborah Mei. | Regional Banks | Director of Finance/CFO | |
Vedanta Capital LLC
Vedanta Capital LLC Investment ManagersFinance Vedanta Capital LLC (Vedanta Capital) is a venture capital firm founded in 2006 by Parag Phoolchand Saxena, Alessandro A. Piol and Howard E. Goldstein. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Florida International University | College/University | Undergraduate Degree |
Statistics
International
United States | 45 |
United Kingdom | 2 |
Canada | 2 |
Sectoral
Finance | 18 |
Consumer Services | 17 |
Commercial Services | 8 |
Government | 3 |
Industrial Services | 3 |
Operational
Corporate Officer/Principal | 105 |
Undergraduate Degree | 102 |
Director/Board Member | 70 |
Graduate Degree | 42 |
Masters Business Admin | 38 |
Most connected contacts
Insiders | |
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Tom Joseph Spier | 17 |
Dianna Morgan | 14 |
James Dimitri | 14 |
Brian Robins | 12 |
Mike B. Hand | 12 |
Curti M. Johnson | 11 |
Robert D. Klingler | 11 |
Alex Albert | 11 |
Allison S. Johnson | 10 |
Tony Jimenez | 10 |
Bradley Owens | 8 |
Doug Pace | 8 |
Ryan Cortner | 8 |
Anurag Mehta | 8 |
Zachary Sadow | 7 |
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