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Stephen Frederick Trousdale
Analyst-Equity at Buckingham Strategic Wealth LLC
Network origin in Stephen Frederick Trousdale first degree
Entity | Entity type | Industry | |
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Baylor University
51
| College/University | Other Consumer Services | 51 |
Buckingham Strategic Wealth LLC
![]() Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations.
22
| Subsidiary | Investment Managers | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stephen Frederick Trousdale via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CITIZENS, INC. | Life/Health Insurance | Director/Board Member Chairman | |
TRINITY INDUSTRIES, INC. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Graduate Degree Doctorate Degree | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
Thrivent Financial for Lutherans
![]() Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Investment Managers | Corporate Officer/Principal | |
Edward Jones Trust Co.
![]() Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
![]() Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Edward D. Jones & Co. LP
![]() Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Corporate Officer/Principal | |
Scotia Capital (USA), Inc.
![]() Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Investment Banks/Brokers | Analyst-Equity | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
St. Louis University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Houston Baptist University | College/University | Chief Executive Officer Chairman | |
The University of Texas at Austin | College/University | Undergraduate Degree Graduate Degree | |
University of Missouri-St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
2M Companies LLC
![]() 2M Companies LLC Investment ManagersFinance 2M Companies LLC (2M Cos) is a venture capital firm is founded in 1985 by Morton H. Meyerson. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Buckingham Strategic Partners LLC
![]() Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Investment Managers | Director of Research - Equity Chief Executive Officer | |
Louisiana State University | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Illinois College | College/University | Undergraduate Degree | |
Webster University | College/University | Masters Business Admin | |
Southern Illinois University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal | |
Purdue University | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
Truman State University | College/University | Undergraduate Degree | |
Copley Hospital, Inc.
![]() Copley Hospital, Inc. Hospital/Nursing ManagementHealth Services Copley Hospital, Inc. provides medical and health care services. It provides health care services to residents and guests of the Lamoille Valley. The company was founded in 1932 and is headquartered in Morrisville, VT. | Hospital/Nursing Management | Chief Executive Officer | |
Lindenwood University | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
Creighton University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree |
Statistics
International
United States | 45 |
Spain | 2 |
Sectoral
Consumer Services | 23 |
Finance | 19 |
Producer Manufacturing | 2 |
Miscellaneous | 2 |
Commercial Services | 2 |
Operational
Undergraduate Degree | 68 |
Corporate Officer/Principal | 62 |
Director/Board Member | 33 |
Graduate Degree | 20 |
Portfolio Manager-Equities | 19 |
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