Stacey Lynn Margolis
Analyst-Festverzinsliche Wertpapiere bei Agincourt Capital Management LLC
Ursprung des Netzwerks ersten Grades von Stacey Lynn Margolis
Einheit | Art der Einheit | Industrie | |
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Agincourt Capital Management LLC
Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds.
12
| Subsidiary | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stacey Lynn Margolis
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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TENNECO INC. | Auto Parts: OEM | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
Solomon Brothers Holding Co., Inc.
Solomon Brothers Holding Co., Inc. Investment Banks/BrokersFinance Solomon Brothers Holding Co., Inc. provides non-banking financial services. The private company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Union Management, Inc.
First Union Management, Inc. Other Consumer ServicesConsumer Services First Union Management, Inc. owns and operates parking structures. The private company is based in Cleveland, OH and has subsidiaries in Canada. | Other Consumer Services | Portfolio Manager-Equities | |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Emory University | College/University | Masters Business Admin | |
Davenport & Co. LLC (Broker)
Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin | |
The University of Texas at Austin | College/University | Masters Business Admin | |
Oklahoma State University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Randolph-Macon College | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Masters Business Admin Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree | |
Virginia Commonwealth University | College/University | Masters Business Admin Undergraduate Degree | |
First City National Bank of Houston
First City National Bank of Houston Major BanksFinance First City National Bank of Houston operates commercial banks. The private company is based in Houston, TX. | Major Banks | Corporate Officer/Principal | |
First Community Bancorp, Inc. (Illinois)
First Community Bancorp, Inc. (Illinois) Financial ConglomeratesFinance First Community Bancorp, Inc. provides banking services. The company is headquartered in Beecher, IL. | Financial Conglomerates | Director/Board Member |
Statistik
International
Vereinigte Staaten | 27 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 15 |
Finance | 13 |
Producer Manufacturing | 2 |
Operativ
Corporate Officer/Principal | 12 |
Undergraduate Degree | 11 |
Portfolio Manager-Fixed Income | 9 |
Masters Business Admin | 7 |
Analyst-Fixed Income | 7 |
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