Kelly Morton
Analyst-Equity at Intellectus Partners LLC
Network origin in Kelly Morton first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The California State University
82
| College/University | Other Consumer Services | 82 |
Intellectus Partners LLC
 Intellectus Partners LLC Investment ManagersFinance Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kelly Morton via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Trading-Equity Analyst-Equity | |
| AGROKULTURA AB | Agricultural Commodities/Milling | Chief Operating Officer | |
ROTH Capital Partners LLC
 ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| BANK ZENIT PAO | Regional Banks | Director/Board Member Director/Board Member | |
| McGill University | College/University | Undergraduate Degree | |
| University of California, Los Angeles | College/University | Graduate Degree Corporate Officer/Principal | |
| Iowa State University | College/University | Undergraduate Degree | |
| San Diego State University | College/University | Undergraduate Degree Graduate Degree Corporate Officer/Principal | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Arizona University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Davis | College/University | Graduate Degree Undergraduate Degree | |
| Institut Supérieur d'Electronique de Paris | College/University | Undergraduate Degree | |
First Bank Richmond (Indiana)
 First Bank Richmond (Indiana) Regional BanksFinance First Bank Richmond NA provides banking services. Its services include personal and business banking, retail lending and trusts & investments. The company was founded in 1887 and is headquartered in Richmond, IN. | Regional Banks | Director/Board Member Director/Board Member | |
ICE Canyon LLC
 ICE Canyon LLC Investment ManagersFinance ICE Canyon LLC is an independent registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Nathan Sandler in 2006 through a join venture with Canyon Capital Advisors LLC. ICE Canyon provides discretionary advisory services to private investment vehicles and managed accounts. Clients and Fund investors include individuals, trusts, pension plans, corporations, and public and private entities. | Investment Managers | Analyst-Fixed Income | |
| Jordan Engineers Association | Corporate Officer/Principal | ||
The Richmond Symphony
 The Richmond Symphony Movies/EntertainmentConsumer Services The Richmond Symphony is the performing arts organization in Central Virginia. The company was founded in 1957 and is headquartered in Richmond, VA. | Movies/Entertainment | Corporate Officer/Principal Director/Board Member | |
Arrail Dental Co., Ltd.
 Arrail Dental Co., Ltd. Medical/Nursing ServicesHealth Services Arrail Dental Co., Ltd. operates dental clinics that provide oral health care services. The firm specializes in general therapy, cosmetic dentistry, dental implants, orthodontics and children's dental care. It has offices in Beijing, Shanghai, Shenzhen and Xiamen. The company was founded by Zou Qifang in 1999 and is headquartered in Beijing, China. | Medical/Nursing Services | Director/Board Member | |
PIMCO Investments LLC
 PIMCO Investments LLC Investment Banks/BrokersFinance PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors. | Investment Banks/Brokers | Market Strategist | |
| The Wayne County, Indiana, Foundation, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Princess Sumaya University For Technology | College/University | Undergraduate Degree | |
| ARRAIL GROUP LIMITED | Medical/Nursing Services | Director of Finance/CFO | |
Affinity Capital Advisors LLC
 Affinity Capital Advisors LLC Investment ManagersFinance Affinity Capital Advisors LLC (ACA) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded by Sean M. Kenmore in 2013. ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. | Investment Managers | Founder | |
| IKANG HEALTHCARE GROUP INC (ADR) | Hospital/Nursing Management | Corporate Officer/Principal | |
| Richmond Art Museum | Corporate Officer/Principal Director/Board Member | ||
Intellectus Ventures LLC Series 1
 Intellectus Ventures LLC Series 1 Investment Trusts/Mutual FundsMiscellaneous Intellectus Ventures LLC Series 1 operates as a pooled investment fund. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| AVENIR WELLNESS SOLUTIONS, INC. | Pharmaceuticals: Major | Director/Board Member | |
Intellectus Ventures LLC Series 3
 Intellectus Ventures LLC Series 3 Financial ConglomeratesFinance Intellectus Ventures LLC Series 3 operates as an investment fund. The company is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Reid Health Foundation
 Reid Health Foundation Investment Trusts/Mutual FundsMiscellaneous Reid Health Foundation functions as a foundation or endowment. The private company is based in Richmond. The CEO of the American company is Craig C. Kinyon. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| NOVENTIQ HOLDINGS PLC | Information Technology Services | Chief Investment Officer | |
J.P. Morgan & Co., Inc. (Delaware)
 J.P. Morgan & Co., Inc. (Delaware) Financial ConglomeratesFinance Part of JPMorgan Chase & Co., J.P. Morgan & Co., Inc. is a financial services company based in New York. The American company provides financial services. | Financial Conglomerates | Chief Investment Officer | |
| Maya America LLC | Corporate Officer/Principal | ||
Canterra Capital Corp.
 Canterra Capital Corp. Investment ManagersFinance Canterra Capital Corp. engages in the provision of farmland management services. It offers asset and property management, administrative and other services in the agriculture sector. The company is headquartered in Regina, Canada. | Investment Managers | Consultant / Advisor | |
Form Factory, Inc.
 Form Factory, Inc. Agricultural Commodities/MillingProcess Industries Form Factory, Inc. manufactures and distributes cannabis based edibles and beverages. The company was founded by Tony Bash and Todd Boren on July 7, 2004 and is headquartered in Portland, OR. | Agricultural Commodities/Milling | President | |
Clear Frontier Ag Management LLC
 Clear Frontier Ag Management LLC Financial ConglomeratesFinance Clear Frontier Ag Management LLC acquires and develops farmlands. The company was founded by Justin Bruch in 2019 and is headquartered in Omaha, NE. | Financial Conglomerates | Founder | |
| Indiana University East | College/University | Chief Executive Officer Corporate Officer/Principal | |
| GANGLONG CHINA PROPERTY GROUP LIMITED | Real Estate Development | Director/Board Member | |
| RICHMOND MUTUAL BANCORPORATION, INC. | Major Banks | Director/Board Member Director/Board Member | |
| Yancheng Ganglong Real Estate Development Co. Ltd. | Director/Board Member | ||
| Jiangsu Ganglong Huayang Property Co. Ltd. | Director/Board Member | ||
| Jiangsu Ganglong Mingyang Property Co. Ltd. | Director/Board Member | ||
| Guizhou Ganghua Property Co. Ltd. | Director/Board Member | ||
| Chinese Linkage Ltd. | Director/Board Member | ||
Cup Half Full Holdings, Inc.
 Cup Half Full Holdings, Inc. Beverages: AlcoholicConsumer Non-Durables Cup Half Full Holdings, Inc. is a holding American company that produces beverages. The private company was founded by Doug Walker. | Beverages: Alcoholic | President | |
| MEKDAM HOLDING GROUP - Q.P.S.C. | Engineering & Construction | Corporate Officer/Principal | |
| REVOLVE GROUP, INC. | Internet Retail | Sales & Marketing |
Statistics
International
| United States | 33 |
| China | 8 |
| Canada | 3 |
| Jordan | 3 |
| Cayman Islands | 3 |
Sectoral
| Finance | 17 |
| Consumer Services | 12 |
| Health Services | 4 |
| Miscellaneous | 4 |
| Process Industries | 3 |
Operational
| Corporate Officer/Principal | 97 |
| Undergraduate Degree | 81 |
| Director/Board Member | 76 |
| Masters Business Admin | 28 |
| Graduate Degree | 24 |
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