Scott Smith
Analyst-Equity at Coulter & Justus Financial Services LLC
Network origin in Scott Smith first degree
Entity | Entity type | Industry | |
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University of Tennessee
91
| College/University | Other Consumer Services | 91 |
Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. C & J Wealth Advisors provide investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Smith via their personal network
Company | Sector | Related people | Main position |
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NUVEEN MULTI-MARKET INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN OHIO QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
HOMELAND SECURITY CAPITAL CORP. | Real Estate Development | President Investor Relations Contact | |
FEDEX CORPORATION | Air Freight/Couriers | Corporate Officer/Principal | |
Martin & Co., Inc.
Martin & Co., Inc. Investment ManagersFinance Martin & Co., Inc. (dba Martin & Co. Investment Counsel) is a registered investment advisor headquartered in Knoxville, Tennessee. The firm was founded by Allan David Martin in 1989. They are a wholly-owned subsidiary of First Horizon Corp. (NYSE: FHN). Martin & Co. provides investment supervisory services on a discretionary basis to pension and profit-sharing plans, endowments, foundations, educational institutions, corporations, financial institutions, collective investment trusts, governmental agencies, and individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
NUVEEN SENIOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN CREDIT STRATEGIES INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN TAX-ADVANTAGED TOTAL RETURN STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Quire, Inc.
Quire, Inc. Pharmaceuticals: MajorHealth Technology Quire, Inc. engages in clinical and health care systems. Its Quire turns unstructured clinical notes and EMR text into smart accessible data. The company was founded by Ramin Homayouni, Kevin Heinrich, Kelly l. Stratton and Michael W. Berry in 2003 and is headquartered in Memphis, TN. | Pharmaceuticals: Major | Founder Founder | |
FourBridges Capital Advisors LLC
FourBridges Capital Advisors LLC Investment ManagersFinance FourBridges Capital Advisors LLC provides financial advisory services. The private company is based in Chattanooga, TN. | Investment Managers | Corporate Officer/Principal | |
NUVEEN PREFERRED AND INCOME TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN GLOBAL HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Analyst-Equity | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
Bass, Berry & Sims Plc
Bass, Berry & Sims Plc Miscellaneous Commercial ServicesCommercial Services Bass, Berry & Sims Plc is a law firm with over 280 attorneys representing various publicly traded companies and Fortune 500 businesses. The private company is based in Nashville, TN. The firm has been involved in significant litigation matters, investigations, and business transactions in the United States. Bass, Berry & Sims is dedicated to guiding clients through complex legal matters and delivering value, advantage, and results. The company was founded by F. M. Bass, Frank Berry, and Cecil Sims. Todd Rolapp has been the CEO of the company since 2013. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
Aldebaran Financial, Inc.
Aldebaran Financial, Inc. Investment ManagersFinance Aldebaran Financial Inc. is an independent registered investment advisory firm headquartered in Kingsport, Tennessee. It was founded by Don Raber in 1991. The firm provides custom investment advice and supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Clayton Associates Holdings LLC
Clayton Associates Holdings LLC Investment ManagersFinance Clayton Associates LLC (Clayton Associates) is a venture capital firm founded in 1996 by Stuart C. McWhorter and R. Clayton McWhorter. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Consultant / Advisor Private Equity Investor | |
NUVEEN FLOATING RATE INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Investment Managers | Investment Committee Member Director of Research - Equity | |
East Tennessee State University | College/University | Masters Business Admin Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
University of Memphis | College/University | Masters Business Admin Undergraduate Degree | |
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 | Director/Board Member Corporate Officer/Principal | |
Wells Fargo Financial Acceptance LLC
Wells Fargo Financial Acceptance LLC Investment Banks/BrokersFinance Wells Fargo Financial Acceptance LLC provides financing services. The company offers financing to new automobile franchise dealers across the U.S. and specializes in non-prime auto financing. The company is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Safety & Ecology Corp.
Safety & Ecology Corp. Miscellaneous Commercial ServicesCommercial Services Safety & Ecology Corp. provides environmental engineering and contract services. It offers construction, remediation and demolition, environmental services and environmental technology. The company was founded by Christopher P. Leichtweis in 1991 and is headquartered in Knoxville, TN. | Miscellaneous Commercial Services | Chief Executive Officer Chief Operating Officer General Counsel Director of Finance/CFO Public Communications Contact | |
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tennessee Bar Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Resolute Capital Partners
Resolute Capital Partners Investment ManagersFinance Resolute Capital Partners (Resolute Capital) is a private equity firm founded in 2005 by Alton Roy Duk. The firm is headquartered in Nashville, Tennessee. | Investment Managers | Corporate Officer/Principal | |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Nuveen Enhanced High Yield Municipal Bond Fund
Nuveen Enhanced High Yield Municipal Bond Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Enhanced High Yield Municipal Bond Fund is a non-diversified, closed-end management investment company which offers its common shares and operates as an interval fund. The company was founded on May 22, 2019 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN DOW 30 DYNAMIC OVERWRITE FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN S&P 500 BUY-WRITE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN VARIABLE RATE PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN MULTI-ASSET INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN CORE PLUS IMPACT FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
NUVEEN CORPORATE INCOME 2023 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member |
Statistics
International
United States | 51 |
Sectoral
Miscellaneous | 24 |
Finance | 14 |
Consumer Services | 7 |
Commercial Services | 6 |
Transportation | 2 |
Operational
Director/Board Member | 153 |
Corporate Officer/Principal | 110 |
Undergraduate Degree | 83 |
Independent Dir/Board Member | 76 |
Graduate Degree | 33 |
Most connected contacts
Insiders | |
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Matthew Thornton | 77 |
Francois Nader | 28 |
Tim T. Morris | 21 |
Roland J. Parker | 17 |
Angela Yochem | 16 |
Boris Tobias Kawohl | 11 |
H. Wilkerson | 10 |
Hamzeh Ahmed Khalifa Jaradat | 10 |
Daniel Hathaway | 9 |
Christopher Leichtweis | 9 |
Ford Blakely | 9 |
Richard F. Mattern | 8 |
Andy Patton | 8 |
Stevan D. Porter | 8 |
S. Gregory Cope | 7 |
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