Dana Moore Brisendine
Vorstandsvorsitzender bei HMS Capital Management LLC
Ursprung des Netzwerks ersten Grades von Dana Moore Brisendine
Einheit | Art der Einheit | Industrie | |
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Globalt, Inc.
Globalt, Inc. Investment ManagersFinance Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families
6
| Extinct | Investment Managers | 6 |
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS Capital Management LLC (HMS) is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 2009 by Angela Helbig, Dana Moore Brisendine and George Stadler. HMS provides advisory services primarily to individuals, charitable organizations, corporations, insurance companies, and pooled investment vehicles.
4
| Private Company | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dana Moore Brisendine
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Atlanta Capital Management Co. LLC
Atlanta Capital Management Co. LLC Investment ManagersFinance Atlanta Capital Management Co. LLC (Atlanta Capital) is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1969 and is a direct subsidiary of Eaton Vance Acquisitions LLC (EVA), which is owned by Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was an indirect wholly owned subsidiary of Eaton Vance Corp. Atlanta Capital offers professional investment advisory services to a broad range of institutional and retail clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Investment Managers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
Wake Forest University | College/University | Undergraduate Degree | |
Emory University | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Graduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
University of Western Kentucky | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Graduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
Washington & Lee University | College/University | Undergraduate Degree | |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity | |
United States National Security Agency | Sovereign | Corporate Officer/Principal | |
Invesco Realty, Inc.
Invesco Realty, Inc. Investment ManagersFinance Invesco Realty, Inc. is a private equity firm located in Dallas, Texas. The firm is a subsidiary of Invesco Ltd. | Investment Managers | Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities | |
Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Director of Research - Equity | |
Berman Capital Advisors LLC
Berman Capital Advisors LLC Investment ManagersFinance Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families. | Investment Managers | Chief Investment Officer | |
Halo Advisors LLC
Halo Advisors LLC Investment ManagersFinance Halo Advisors LLC is a private company that aims to transform livability for the future by bringing together industries and innovators. The company is based in Franklin, TN. The company's vision is to create a hub of innovation that will shape the future. | Investment Managers | Corporate Officer/Principal | |
Sage Mountain Advisors LLC
Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Director of Investments |
Statistik
International
Vereinigte Staaten | 28 |
Sektoral
Finance | 17 |
Consumer Services | 10 |
Commercial Services | 2 |
Government | 2 |
Operativ
Corporate Officer/Principal | 11 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 8 |
Undergraduate Degree | 6 |
Investment Committee Member | 3 |
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