Jeffery Lewis
Vorstandsvorsitzender bei Epic Trust Investment Advisors LLC
Ursprung des Netzwerks ersten Grades von Jeffery Lewis
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Brigham Young University
179
| College/University | Other Consumer Services | 179 |
Epic Trust Financial Group LLC
 Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis.
1
| Private Company | Other Consumer Services | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jeffery Lewis
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Zinch, Inc.
 Zinch, Inc. Internet Software/ServicesTechnology Services Zinch, Inc. operates as a social network connecting students with educational opportunities that include college admission, scholarships, study abroad options and graduate schools. It also list and profile scholarship grants, student information, and undergraduate and graduate programs. The firm helps high school students research, connect with and pay for college. The company was founded by Michael Hagen, Brad Hagen, and Sid Krommenhoek in April 2007 and is headquartered in Menlo Park, CA. | Internet Software/Services | Founder Director of Finance/CFO | |
Degreed, Inc.
 Degreed, Inc. Miscellaneous Commercial ServicesCommercial Services Degreed, Inc. operates a learning platform for college students, professionals and organizations. It offers course-by-course scores and validation of education from accredited and non-accredited sources. The firm provides scores that quantifies a person?s lifelong education by credit hours and mastery levels. The company was founded by David A. Wiley, Eric Sharp and David Blake and in 2012 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Chief Executive Officer | |
Pelion Venture Partners
 Pelion Venture Partners Investment ManagersFinance Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
American Securities LLC
 American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Analyst | |
Clayton Dubilier & Rice LLC
 Clayton Dubilier & Rice LLC Investment ManagersFinance Clayton, Dubilier & Rice LLC (Clayton, Dubilier & Rice) is a private equity subsidiary of Clayton, Dubilier & Rice Holdings LP founded in 1978 by Joseph L. Rice. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
The Lek/Alcar Consulting Group, Inc.
 The Lek/Alcar Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Strasburger & Price LLP
 Strasburger & Price LLP Miscellaneous Commercial ServicesCommercial Services Strasburger & Price LLP provides legal services. It also offers services such as antitrust, bankruptcy, construction, corporate & securities, intellectual property, litigation, personal injury, real estate and tax law. The firm serves construction, energy, oil and gas, healthcare, retail and manufaturing industries. The company was founded in 1939 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Utah | College/University | Undergraduate Degree Undergraduate Degree | |
Sorenson Capital
 Sorenson Capital Investment ManagersFinance Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Analyst | |
| Arizona State University | College/University | Graduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Doctorate Degree | |
Ensign Peak Advisors, Inc.
 Ensign Peak Advisors, Inc. Investment ManagersFinance Ensign Peak Advisors, Inc. is an investment management firm headquartered in Salt Lake City, Utah. The firm was founded in 1997 and serves as an investment manager of their parent company Corporation of The Presiding Bishop of The Church of Jesus, a non-profit subsidiary of The Church of Jesus Christ of Latter-day Saints. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
| University of Arizona | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin | |
Ranch Capital LLC
 Ranch Capital LLC Financial ConglomeratesFinance Ranch Capital LLC is a private equity firm. The American company was founded by Randall L. Jenson, Lawrence S. Hershfield. Lawrence S. Hershfield has been the CEO since incorporation. | Financial Conglomerates | Corporate Officer/Principal | |
| University of Pune | College/University | Undergraduate Degree | |
High Street Capital
 High Street Capital Investment ManagersFinance High Street Capital (High Street) is a private equity firm founded in 1997 by Joseph R. Katcha and Kent C. Haeger. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
OpenView Investments LLC
 OpenView Investments LLC Investment ManagersFinance OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA. | Investment Managers | Private Equity Investor | |
University of Utah /Venture Capital/
 University of Utah /Venture Capital/ Investment ManagersFinance University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Investor | |
Lendio, Inc.
 Lendio, Inc. Internet Software/ServicesTechnology Services Lendio, Inc. operates as an online loan application and lending platform. It provides information on business loan types such as acquisition loan, business financing, cash advance, commercial real estate, equipment financing, microloan, franchise loan, start-up loan and business loans for women. The company was founded by Brett Child, Brock J. Blake, Levi King and Trent Miskin in 2005 and is headquartered in South Jordan, UT. | Internet Software/Services | Corporate Officer/Principal Sales & Marketing | |
NeoSystems LLC
 NeoSystems LLC Miscellaneous Commercial ServicesCommercial Services NeoSystems LLC engages in strategic back office services. It offers accounting; outsourced IT; hosting and software; human capital management; system integration; association management; and financial planning and analysis. The firm serves the government contractors, non-profit organizations, and commercial businesses. The company was founded by Michael W. Tinsley and Robert J. Wilson in 2000 and is headquartered in Tysons Corner, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Cougar Capital LLC
 Cougar Capital LLC Investment ManagersFinance Cougar Capital LLC (Cougar Capital) is a venture capital and private equity firm, a subsidiary of Brigham Young University founded in 2005 by Scott White. The firm is headquartered in Provo, Utah. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Private Equity Investor Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Album Ventures LLC
 Album Ventures LLC Investment ManagersFinance Album Ventures LLC (Album Ventures) is a venture capital firm founded in 2007 by Sid Krommenhoek, John Mayfield & Diogo Myrrha. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas School of Law | College/University | Graduate Degree | |
| Stanford Graduate School of Business | College/University | Masters Business Admin | |
Tower Arch Capital LLC
 Tower Arch Capital LLC Investment ManagersFinance Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah. | Investment Managers | Private Equity Analyst | |
Accretive Capital Management LLC
 Accretive Capital Management LLC Investment ManagersFinance Part of Accretive Holdings LLC, Accretive Capital Management LLC is a financial management company based in Madison, CT. The company's contact information includes their address at 85 Wall Street, phone number at 203.482.5805, and email at info @ accretivecapital.com. | Investment Managers | Private Equity Investor | |
| FIFTH STREET ASSET MANAGEMENT INC. | Financial Conglomerates | Private Equity Investor | |
Demandjump, Inc.
 Demandjump, Inc. Packaged SoftwareTechnology Services Demandjump, Inc. provides an actionable intelligence marketing platform. It offers Traffic Cloud is a customer acquisition platform that unifies cross-channel digital marketing data to show the entire customer journey. The firms web application used to help companies achieve digital dominance. The company was founded by Christopher Day and Shawn Schwegman in 2015 and is headquartered in Indianapolis, IN. | Packaged Software | Director/Board Member | |
Cypress.io Inc
 Cypress.io Inc Packaged SoftwareTechnology Services Cypress.io, Inc. develops end-to-end automation framework for web applications. It is a software company which operates test engine that runs unit and integration tests in browser. The company was founded by Brian Mann and Kent Randall in 2015 and is headquartered in Atlanta, GA. | Packaged Software | Director/Board Member | |
Gemspring Capital Management LLC
 Gemspring Capital Management LLC Investment ManagersFinance Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut. | Investment Managers | Private Equity Investor | |
Minds, Inc.
 Minds, Inc. Internet Software/ServicesTechnology Services Minds, Inc. provides social networking services. The company was founded by William Ottman and John B. Ottman in 2011 and is headquartered in Glastonbury, CT. | Internet Software/Services | Director/Board Member | |
Ambina Partners LLC
 Ambina Partners LLC Investment ManagersFinance Ambina Partners LLC (Ambina Partners) is a private equity firm founded in 2015 by Greg M Share. The firm is headquartered in Miami, Florida. | Investment Managers | Corporate Officer/Principal | |
POPio Mobile Video Cloud LLC
 POPio Mobile Video Cloud LLC Packaged SoftwareTechnology Services POPio Mobile Video Cloud LLC provides web and mobile video software solutions. It specializes in customer relationships, Video Banking, mobile video banking and Video Collaboration services. The company was founded by Gene Pranger in 2016 and is headquartered in Sandy, UT. | Packaged Software | Chief Executive Officer | |
| GOOSEHEAD INSURANCE, INC | Insurance Brokers/Services | Public Communications Contact | |
Lazard
 Lazard Investment ManagersFinance Lazard is a private company that provides financial advisory and asset management services. The company is based in New York, NY. The company was founded in 1848 by Alexandre Lazard. The CEO is Kenneth Marc Jacobs. | Investment Managers | Corporate Officer/Principal | |
Suburban Drywall, Inc.
 Suburban Drywall, Inc. Engineering & ConstructionIndustrial Services Suburban Drywall, Inc. provides drywall, insulation, steel stud framing and custom finishing services. The company was founded by George Scheffler in 1978 and is headquartered in Waukesha, WI. | Engineering & Construction | Director/Board Member | |
Northrim Horizon LP
 Northrim Horizon LP Investment ManagersFinance Northrim Adviser, LLC (Northrim Adviser) is a private equity firm founded in 2019 by Brad Gulbrandsen and Danny Payne. The firm is headquartered in Mesa, Arizona. | Investment Managers | Founder Private Equity Investor Private Equity Investor | |
| J.P. Morgan Private Bank | Private Equity Analyst | ||
Springtide Capital Management LLC
 Springtide Capital Management LLC Investment ManagersFinance SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Founder Private Equity Investor Private Equity Investor | |
Xpanse Services LLP
 Xpanse Services LLP Investment ManagersFinance Xpanse Services LLP (Xpanse Services) is a venture capital firm founded in 2017. The firm is headquartered in Haryana, India. | Investment Managers | Director/Board Member | |
Tamarak LLC
 Tamarak LLC Investment ManagersFinance Tamarak LLC (Tamarak) is a venture capital firm founded in 2016 by Brent Hatch and Keaton Hatch. The firm is headquartered in Springville, Utah. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
BIP Ventures /GA/
 BIP Ventures /GA/ Investment ManagersFinance BIP Ventures (BIP Ventures) is a venture capital subsidiary of BIP Wealth LLC founded in 2007 by H. Scott Pressly and Mark Andrew Buffington. The firm is headquartered in Atlanta, Georgia. | Investment Managers | Private Equity Analyst |
Statistik
International
| Vereinigte Staaten | 48 |
| Indien | 3 |
| Frankreich | 2 |
Sektoral
| Finance | 29 |
| Consumer Services | 11 |
| Technology Services | 7 |
| Commercial Services | 5 |
| Industrial Services | 2 |
Operativ
| Undergraduate Degree | 96 |
| Corporate Officer/Principal | 71 |
| Director/Board Member | 69 |
| Private Equity Investor | 49 |
| Masters Business Admin | 36 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Chad Packard | 15 |
| Michael Pope | 14 |
| K. Fred Skousen | 10 |
| Tyler Duke | 10 |
| David Blake | 10 |
| Ryan J. Lucero | 8 |
| Reina Gould | 8 |
| Nate McBride | 8 |
| Henry Eyring | 7 |
| Douglas Hervey | 7 |
| Beau T. Seil | 7 |
| Dustin Drees | 7 |
| Blake Bartolomei | 6 |
| Trevor Weed | 6 |
| James Pooley | 6 |
- Börse
- Insiders
- Jeffery Lewis
- Unternehmensverbindungen