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Liam Card
Portfolio Manager-Aktien bei Lorne Steinberg Wealth Management, Inc.
Ursprung des Netzwerks ersten Grades von Liam Card
Einheit | Art der Einheit | Industrie | |
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The University of North Carolina at Chapel Hill
121
| College/University | Other Consumer Services | 121 |
Lorne Steinberg Wealth Management, Inc.
![]() Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances.
5
| Private Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Liam Card
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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COCA-COLA CONSOLIDATED, INC. | Beverages: Non-Alcoholic | Director/Board Member | |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Bessemer Venture Partners LP
![]() Bessemer Venture Partners LP Investment ManagersFinance Bessemer Venture Partners LP seeks investment opportunities in companies primarily located in the US. The fund focuses on companies with a strong business model, experienced management teams and growth potential. It targets companies operating across a broad range of sectors such as healthcare, information systems, telecommunications, and retailing. It provides financing for seed, early and later stage capital requirements. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Beck, Mack & Oliver LLC
![]() Beck, Mack & Oliver LLC Investment ManagersFinance Beck Mack & Oliver LLC (BM&O) is an independent wealth management firm and registered investment advisor headquartered in New York City. The firm was founded in 1931 by T. Edmund Beck and Lewis Mack, who were joined later that year by R. Grant Oliver. BM&O provides asset management services to individual and institutional clients primarily through separately managed accounts. The firm also acts as investment adviser to the Beck, Mack & Oliver Partners Fund. | Investment Managers | Portfolio Manager-Equities | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Franklin Street Advisors, Inc.
![]() Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
Shannon River Fund Management LLC
![]() Shannon River Fund Management LLC Investment ManagersFinance Shannon River Fund Management LLC (Shannon River) is an independent registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Spencer Waxman in 2003. Shannon River provides investment management services to private pooled investment vehicles based upon specific investment objectives and strategies via master feeder structures and a separately managed fund. The investors in the funds are generally high-net worth individuals and institutional investors. | Investment Managers | Sales & Marketing | |
Smith, Salley & Associates LLC
![]() Smith, Salley & Associates LLC Investment ManagersFinance Smith Salley & Associates LLC, do-business-as Smith Salley Wealth Management (Smith Salley), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greensboro, North Carolina. The firm was founded in 2003 by Gregory Smith, Jr. and G. Mackay Salley. Smith Salley provides comprehensive financial planning, investment management and trust services to individuals, high net-worth individuals, corporations, banks, trusts and charitable organizations. | Investment Managers | Founder | |
HOMETRUST BANCSHARES, INC. | Regional Banks | Chairman | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Masters Business Admin | |
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 Doctorate Degree | |
Kenan-Flagler Business School | College/University | Masters Business Admin Graduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree Masters Business Admin | |
North Carolina State University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
TrueBridge Capital Partners LLC
![]() TrueBridge Capital Partners LLC Investment ManagersFinance TrueBridge Capital Partners LLC (TrueBridge) is a venture capital firm founded in 2007 by Edwin Poston and Mel Williams. The firm is headquartered in Chapel Hill, North Carolina. | Investment Managers | Private Equity Investor Private Equity Investor | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Emory University | College/University | Undergraduate Degree Masters Business Admin | |
Colton Groome Financial Advisors LLC
![]() Colton Groome Financial Advisors LLC Investment ManagersFinance Colton Groome Financial Advisors LLC (CGFA) is a SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. The firm was founded in 2003 as CG Advisory Services LLC and is a wholly owned subsidiary of Groome Holdings LLC. CGFA provides financial and wealth management services to individuals, families, businesses, and nonprofits. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Doctorate 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 | Consultant / Advisor Comptroller/Controller/Auditor | |
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 Analyst-Equity | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Doctorate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
AVIC Securities Co., Ltd. (Investment Management)
![]() AVIC Securities Co., Ltd. (Investment Management) Investment ManagersFinance AVIC Securities Co., Ltd. (Investment Management) is the investment management division of AVIC Securities Co., Ltd., ultimately held by AVIC Capital Co., Ltd. (SH: 600705) in China. Established in 2003, the firm is based in Beijing and provides a range of investment management services to individual and institutional clients. | Investment Managers | Analyst-Fixed Income | |
Ropes & Gray LLP
![]() Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tulane University (Louisiana) | College/University | Graduate Degree | |
Rafferty Capital Markets LLC
![]() Rafferty Capital Markets LLC Investment Banks/BrokersFinance Founded in 2000, Rafferty Capital Markets LLC (RCM) is a diversified broker/dealer that specializes in institutional securities. The firm is located in Garden City, New York and also has offices in New York City and Los Angeles. RCM provides brokerage services in a variety of products including U.S. Treasury debt, U.S. Agency debt, corporate debt, equities and municipal debt. The firm also provides distributor services to the mutual fund industry. RCM's US Treasury/Agency brokerage services are based on a voice brokering platform that focuses on providing fixed-income traders with the ability to buy and sell large blocks of U.S. Treasury securities at a single price either through outright purchases/sales or through intra market yield curve swaps. The firm's customers include almost all of the primary dealers and banks. RCM's corporate bond coverage includes investment grade, crossover and high yield corporate bonds. The firm provides market quotes and execution in all maturities and all sectors, throughout the entire yield curve. The firm also participates in the repurchase agreement market. RCM's penetration into the repo market includes Treasury and Agency O/N, term, mortgage, corporate and specials trading. RCM's equity trading desk specializes in executing institutional orders on all of the primary exchanges and ECNs. The firm also provides traditional prime brokerage services to hedge funds, trading groups, money managers and investment advisors through their RCM Prime division. RCM provides distribution services to mutual fund families with a broad array of investment portfolios. The firm provides access to the FundServ System as a member of NSCC in coordination with a fund's Transfer Agent/Custodian. They underwrite mutual fund shares in all 50 states. RCM also executes broker/dealer selling agreements, provides registered principal review of fund marketing materials, files marketing materials with the NASD and assists with the registration of funds and/or investor advisor registered representatives under the firm's broker/dealer license. | Investment Banks/Brokers | Corporate Officer/Principal | |
Evercore Group LLC
![]() Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
Uvision 360, Inc.
![]() Uvision 360, Inc. BiotechnologyHealth Technology UVision 360, Inc. focuses on enabling office hysteroscopy. It creates Luminelle DTx Hysteroscopy System to support the market shift to office based procedures. The company is headquartered in Raleigh, NC. | Biotechnology | Chief Operating Officer | |
Ubicept, Inc.
![]() Ubicept, Inc. Information Technology ServicesTechnology Services Ubicept, Inc. is a computer vision startup that was founded in 2021. The American company has developed the world's first photon-level perception system, which provides revolutionary imaging solutions that enable acute perception in the dark and other challenging environments at unprecedented quality when safety matters most. The company is helmed by a founding team of scientists and renowned experts like Ramesh Raskar from MIT Media Lab, Mohit Gupta, and Andreas Velten from the University of Wisconsin. Ubicept is developing advanced computer vision and image processing algorithms using single-photon sensitive image sensors that can function in extreme lighting conditions, swiftly capture motion, and even see around corners. The CEO of the company is Sebastian Bauer. | Information Technology Services | Director/Board Member | |
P.B. GROUP LIMITED | Other Metals/Minerals | Director/Board Member | |
Inner Mongolia Normal University | College/University | Undergraduate Degree | |
Project LIFT
![]() Project LIFT Miscellaneous Commercial ServicesCommercial Services Project LIFT provides social services. The non-profit company is based in Charlotte. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
Vereinigte Staaten | 46 |
China | 3 |
Kanada | 2 |
Hong Kong | 2 |
Sektoral
Finance | 27 |
Consumer Services | 17 |
Commercial Services | 4 |
Consumer Non-Durables | 2 |
Health Technology | 2 |
Operativ
Corporate Officer/Principal | 131 |
Director/Board Member | 99 |
Undergraduate Degree | 96 |
Analyst-Equity | 48 |
Masters Business Admin | 45 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Gregory Sugyono Widjaja | 29 |
Sunil Nagaraj | 26 |
Stick Williams | 23 |
Gao Bin | 16 |
Varun Talukdar | 14 |
John Pontius | 13 |
Zhi Hai Mao | 13 |
Sam C. Tetlow | 11 |
William Stephen Aldridge | 11 |
Jackson Phillips | 10 |
Ethan Wang | 9 |
Quinton Maynard | 9 |
Ty Powers | 8 |
Matt Fellowes | 8 |
Timothy L. Reynolds | 8 |