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Jason Thomas Connolly
Chief Investment Officer bei Sugarloaf Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Jason Thomas Connolly
Einheit | Art der Einheit | Industrie | |
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Furman University
25
| College/University | Other Consumer Services | 25 |
Sugarloaf Wealth Management LLC
![]() Sugarloaf Wealth Management LLC Investment ManagersFinance Sugarloaf Wealth Management LLC (SWM) is an independent registered investment advisor headquartered in Duluth, Georgia. Founded in 2003, SWM provides financial planning and portfolio management services to individual clients as well as trusts, estates, charitable organizations, small business owners, retirement plan sponsors and other entities.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jason Thomas Connolly
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Voya Investment Management LLC
![]() Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Head-Fixed Income Invts | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
University of Virginia | College/University | Doctorate Degree Graduate Degree | |
Wake Forest University | College/University | Masters Business Admin Masters Business Admin | |
SUN LIFE FINANCIAL INC. | Multi-Line Insurance | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Bradley Arant Boult Cummings LLP
![]() Bradley Arant Boult Cummings LLP Miscellaneous Commercial ServicesCommercial Services Bradley Arant Boult Cummings LLP provides legal services. It serves individuals, emerging businesses, established regional, national and international companies, helping them acquire real property, defend lawsuits, raise capital, and enter new markets. The company was founded in 1871 and is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | General Counsel | |
Florida State University | College/University | Graduate Degree | |
iHealth Technologies, Inc.
![]() iHealth Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services iHealth Technologies, Inc. provides payment integrity solutions. It offers a pre-payment application of client specific clinical payment policy to assure the application of clinical coding in claims payment. . The company was founded by Douglas J. Williams and Richard Pozen in 2001 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Employees' Retirement System of Georgia
![]() Employees' Retirement System of Georgia Investment ManagersFinance Founded in 1950, the Employees Retirement System of Georgia is a pension fund administered in Atlanta, Georgia. The fund is administered by the State of Georgia Division of Investment. | Investment Managers | Corporate Officer/Principal | |
University of Georgia | College/University | Undergraduate Degree | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Equitable Distributors LLC
![]() Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Birmingham Bar Association
![]() Birmingham Bar Association Miscellaneous Commercial ServicesCommercial Services Birmingham Bar Association works to support its members in their practices, and to promote justice and public service. The firm engages in furthering the legal education of members, promoting needed reform in the law, facilitating access to justice, and encouraging camaraderie, integrity, and a spirit of courtesy and goodwill among membership. The company was founded on April 15, 1885 and is headquartered in Birmingham, AL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Georgia State University | College/University | Graduate Degree | |
The Woodruff Arts Center
![]() The Woodruff Arts Center Specialty StoresRetail Trade The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA. | Specialty Stores | Director/Board Member | |
CARE USA
![]() CARE USA Miscellaneous Commercial ServicesCommercial Services CARE USA operates charitable organizations. It provides charitable services to help communities in areas such as health, education, economic development, emergency relief and agriculture. The company also has a Small Economic Activity Development (SEAD) unit that supports money-making activities. CARE USA was founded in 1945 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
NEAR INTELLIGENCE, INC. | Packaged Software | Director/Board Member | |
Keep Financial Technologies, Inc.
![]() Keep Financial Technologies, Inc. Packaged SoftwareTechnology Services Keep Financial Technologies, Inc. is revolutionizing compensation by aligning it with business objectives, ROI, and performance. The company is based in Atlanta, GA and was founded by Robert J. Frohwein and Kathryn T. Petralia. The company offers an intuitive platform called Keep™ that allows employers to create customizable vesting cash plans to attract top talent, assure retention, and increase overall employee satisfaction and productivity. Keep's vesting cash provides employees with usable capital up front to satisfy personal goals while enabling employers to retain talent to secure long-term business success. | Packaged Software | Founder | |
Castle Creek Capital LLC
![]() Castle Creek Capital LLC Investment ManagersFinance Castle Creek Capital LLC (Castle Creek Capital) is a private equity firm founded in 1990 by John Eggemeyer and William Ruh. The firm is headquartered in San Diego, California with additional office in Dallas. | Investment Managers | Consultant / Advisor | |
Alabama State Bar Association | Corporate Officer/Principal | ||
Virginia Commonwealth University | College/University | Graduate Degree | |
Ankona Capital Management LLC
![]() Ankona Capital Management LLC Investment ManagersFinance Ankona Capital Management LLC (Ankona Capital) is a private equity/venture capital firm founded in 2018. The firm is headquartered in Newport Beach, California. | Investment Managers | Private Equity Investor | |
Azalea Capital LLC
![]() Azalea Capital LLC Investment ManagersFinance Azalea Capital LLC (Azalea Capital) is a private equity firm founded in 1995 by Patrick A. Duncan. The firm headquartered in Greenville, South Carolina. | Investment Managers | Director/Board Member | |
Barings LLC (Private Equity)
![]() Barings LLC (Private Equity) Investment ManagersFinance Barings LLC (Barings) is a private equity firm a subsidiary of Barings LLC founded in 1992. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer | |
Resurgent Capital Services LP
![]() Resurgent Capital Services LP Finance/Rental/LeasingFinance Part of Rithm Capital Corp., Resurgent Capital Services LP is an American company that provides credit services. Resurgent Capital Services was acquired by NewRez LLC on March 03, 2014. | Finance/Rental/Leasing | Director of Finance/CFO | |
Sherman Financial Group LLC
![]() Sherman Financial Group LLC Miscellaneous Commercial ServicesCommercial Services Sherman Financial Group LLC provides debt recovery services. It provides its services to financial institutions, credit card companies, and retailers. The company was founded in February 1999 and is located in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Route 2 Capital Management LLC
![]() Route 2 Capital Management LLC Investment ManagersFinance Route 2 Capital Management LLC (Route 2 Capital Management) is a private equity firm founded in 2016. The firm is headquartered in Charleston, South Carolina. | Investment Managers | Private Equity Investor | |
University of Tennessee | College/University | Graduate Degree | |
Spanx, Inc.
![]() Spanx, Inc. Apparel/FootwearConsumer Non-Durables Spanx, Inc. manufactures footless pantyhose and other undergarments. Its products include hosiery, tights, body shapers, bras and panties, slimming intimates, and slimming apparels. The company was founded by Sara Blakely in 1998 and is headquartered in Atlanta, GA. | Apparel/Footwear | Director/Board Member | |
Lindora LLC
![]() Lindora LLC Other Consumer ServicesConsumer Services Lindora LLC provides medical weight management and weight loss services in clinics and online. It offers weight loss programs. The company was founded by Marshall Stamper in 1971 and is headquartered in Costa Mesa, CA. | Other Consumer Services | Director/Board Member | |
MEDALLIA, INC. | Packaged Software | Private Equity Investor | |
Zingle, Inc.
![]() Zingle, Inc. Packaged SoftwareTechnology Services Zingle, Inc. provides a messaging platform that helps businesses communicate with customers. The company was founded by Ford Blakely in 2009 and is headquartered in Carlsbad, CA. | Packaged Software | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 40 |
Kanada | 3 |
Sektoral
Finance | 17 |
Commercial Services | 9 |
Consumer Services | 9 |
Technology Services | 5 |
Health Services | 2 |
Operativ
Corporate Officer/Principal | 38 |
Director/Board Member | 30 |
Undergraduate Degree | 26 |
Founder | 14 |
Private Equity Investor | 11 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Kathryn Petralia | 18 |
Fred Sturgis | 16 |
Jonathan Lewis | 12 |
Ford Blakely | 9 |
David E. Shi | 8 |
Rick Cravey | 7 |
Doug Williams | 7 |
Jeffrey M. Anderson | 6 |
J Scott Kester | 6 |
Kevin Byrne | 6 |
Brian Alton Rudisill | 5 |
Erik de Vries | 5 |
Kris Arechaga | 5 |
Gil Mathis | 4 |
Jason Jackson | 4 |
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