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Thomas Collins
Portfolio Manager-Equities at Capital Investment Advisors LLC
Network origin in Thomas Collins first degree
Entity | Entity type | Industry | |
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Capital Investment Advisors LLC
![]() Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities.
14
| Private Company | Investment Managers | 14 |
Raymond James Financial, Inc. (Broker)
![]() Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US.
9
| Operating Division | Investment Banks/Brokers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Thomas Collins via their personal network
Company | Sector | Related people | Main position |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | 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 | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
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 | |
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 | |
Needham & Co. LLC
![]() Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Wela Strategies, Inc.
![]() Wela Strategies, Inc. Investment ManagersFinance Founded in 2008, Wela Strategies, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm's geared are toward individuals with portfolios of less than $500,000. The firm also does business as YourWealth Asset Management. | Investment Managers | Founder Chief Executive Officer Founder | |
Kennesaw State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
Louisiana State University | College/University | Undergraduate Degree | |
KLR Group LLC
![]() KLR Group LLC Investment Banks/BrokersFinance Founded in 2012, KLR Group LLC is an SEC-registered broker/dealer located in Houston, Texas. The firm is a subsidiary of KLR Group Holdings LLC, a full service investment and merchant bank. KLR focuses on the natural resources sector including oil & gas, metals & mining and agriculture. Their area of expertise includes exploration & production companies, service providers and midstream/infrastructure carriers and processors. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Texas at Austin Graduate School | College/University | Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
Chandler Asset Management, Inc.
![]() Chandler Asset Management, Inc. Investment ManagersFinance Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations. | Investment Managers | Portfolio Manager-Equities | |
Ford Equity Research, Inc.
![]() Ford Equity Research, Inc. Investment ManagersFinance Founded in 1970 by David and Fran Morse, Ford Equity Research, Inc. (FER) is an independent equity research firm located in San Diego, California. The firm is a wholly-owned subsidiary of Mergent, Inc. FER develops stock selection models and investment techniques through their proprietary Quantitative Validation Process. This approach is based on precise data collection, rigorous testing and validation through repetition and backtesting. The firm uses quantitative methods to turn raw numbers into useful, actionable information. FER begins with the most accurate and timely data possible and bases all their analysis solely on publicly available information. | Investment Managers | Analyst-Equity | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
State University of New York College at Geneseo | College/University | Undergraduate Degree | |
GQG Partners LLC
![]() GQG Partners LLC Investment ManagersFinance GQG Partners LLC (GQG) is a SEC-registered asset management firm headquartered in Fort Lauderdale, Florida. They are a wholly-owned subsidiary of GQG Partners, Inc. (GQG: AX). The firm was founded by Rajiv Jain in 2016. GQG provides global, international, emerging markets, and US equity investment portfolios, primarily for institutional clients, pension plans, and pooled investment funds. | Investment Managers | Analyst-Equity | |
University At Buffalo | College/University | Doctorate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
University of Mississippi | College/University | Graduate Degree | |
Regions Securities LLC
![]() Regions Securities LLC Investment Banks/BrokersFinance Part of Regions Financial Corp., Regions Securities LLC is a company that offers various financial services to businesses. The company is based in Atlanta, GA. The company provides assistance in protecting businesses from fraud and cybercrime, as well as offering loan options to help businesses grow. Regions Securities also offers business checking, credit cards, cash management, and payment services to make business banking easier. The CEOs are Tom Dierdorff, Robert Scot Heffes. The company was founded in 2011. | Investment Banks/Brokers | Corporate Officer/Principal | |
Agnes Scott College | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Albany Law School | College/University | Graduate Degree | |
Norias Research Group
![]() Norias Research Group Investment ManagersFinance Norias Research Group is a private company that specializes in a long-short equity platform that combines deep research with systematic portfolio construction. The company is based in West Palm Beach, FL. The company utilizes best practices for alpha generation and portfolio performance. The company was founded by Douglas Dale Haynes and he has been the CEO since incorporation. | Investment Managers | Analyst-Equity | |
University of Michigan | College/University | Undergraduate Degree | |
The Neeley School of Business | College/University | Undergraduate Degree | |
Altera Private Access /Venture Capital/
![]() Altera Private Access /Venture Capital/ Investment ManagersFinance Altera Private Access (Venture Capital) (Altera Private Access) is a venture capital a subsidiary of Altera Private Access LLC founded by Mitchell Buddy Reiner. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Founder | |
Advanced Financial Strategists, Inc.
![]() Advanced Financial Strategists, Inc. Investment ManagersFinance Advanced Financial Strategists, Inc. provides investment advice. The private company is based in Suwanee, GA. | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity | |
The University of Chicago | College/University | Undergraduate Degree | |
BofA Securities, Inc.
![]() BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Sewanee-The University of the South | College/University | Undergraduate Degree | |
Warrington College of Business Administration | College/University | Undergraduate Degree | |
S3 Ventures LLC
![]() S3 Ventures LLC Investment ManagersFinance S3 Ventures LLC (S3 Ventures) is a venture capital firm founded in 2005 by Brian R. Smith. The firm is headquartered in Austin, Texas. | Investment Managers | Private Equity Analyst | |
VRA Partners LLC
![]() VRA Partners LLC Investment Banks/BrokersFinance VRA Partners LLC provides investment-banking services. It focuses on providing mergers and acquisition services to middle-market companies and private equity firms. The company was founded by Andy Mason and Doug McCartney in 2006 and is headquartered in Atlanta, GA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Valdosta State University | College/University | Undergraduate Degree | |
Bank of America, NA (Charlotte, North Carolina)
![]() Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Bank of America, NA engages in the provision of commercial banking services. It offers financing, checking and savings accounts, and investment banking for individual clients. The company was founded on March 1, 1927 and is headquartered in Charlotte, NC. | Major Banks | Corporate Officer/Principal | |
W.P. Carey School of Business | College/University | Undergraduate Degree | |
YourWela LLC
![]() YourWela LLC Packaged SoftwareTechnology Services YourWela LLC develops an artificial intelligence platform for the financial industry. The company is based in Atlanta, GA. The company was founded by Matthew Ross Reiner, who has been the CEO since incorporation. | Packaged Software | Chief Executive Officer | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
The Fuqua School of Business | College/University | Masters Business Admin |
Statistics
International
United States | 49 |
Sectoral
Finance | 25 |
Consumer Services | 24 |
Technology Services | 2 |
Operational
Analyst-Equity | 23 |
Undergraduate Degree | 22 |
Corporate Officer/Principal | 10 |
Investment Committee Member | 8 |
Portfolio Manager-Equities | 8 |
Most connected contacts
Insiders | |
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Steve Smigie | 6 |
Matt Reiner | 6 |
Curt Edwin Klein | 5 |
Mitch Reiner | 5 |
Devin Weinstein | 5 |
Olivia Tong | 4 |
Robert Lawrence Sanders | 4 |
Alex Marty | 4 |
Gordon Loy | 4 |
Carlos Newall | 4 |
Adam Gabalski | 3 |
Wes Moss | 3 |
Bill Cibulas | 3 |
Miller Majors | 3 |
Laura Prendergast | 3 |
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