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Network origin in Dave B. Loeper first degree
Entity | Entity type | Industry | |
---|---|---|---|
Wheat First Securities, Inc.
15
| Extinct | Investment Banks/Brokers | 15 |
Wealthcare Capital Management LLC
![]() Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations.
7
| Holding Company | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dave B. Loeper via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Virginia Commonwealth University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Triangle Securities Wealth Management, Inc.
![]() Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Investment Managers | Chief Executive Officer Founder Sales & Marketing | |
University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Corporate Officer/Principal | |
Carolina Securities, Inc.
![]() Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree Undergraduate Degree | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
Hamilton Point Investment Advisors LLC
![]() Hamilton Point Investment Advisors LLC Investment ManagersFinance Hamilton Point Investment Advisors LLC (Hamilton Point) is a registered independent wealth management firm headquartered in Chapel Hill, North Carolina. The firm was founded by Richard Woods and Andrew Burns in 2007. Hamilton Point provides investment advisory and management services as a discretionary investment advisor to institutional and retail separate account clients. | Investment Managers | Chief Executive Officer | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Institutional Sales | |
Schroders, Inc. | Corporate Officer/Principal | ||
Meredith College | College/University | Undergraduate Degree | |
Old Dominion University | College/University | Undergraduate Degree | |
Davenport & Co. LLC
![]() Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. Founded in 1863, Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Investment Managers | Corporate Officer/Principal | |
Carolina Securities Corp.
![]() Carolina Securities Corp. Miscellaneous Commercial ServicesCommercial Services Carolina Securities Corp. is a private company based in Beaufort, SC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Averett College | College/University | Undergraduate Degree | |
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 | |
HB (EM) Ltd.
![]() HB (EM) Ltd. HomebuildingConsumer Durables HB (EM) Ltd. engages in the development of residential properties. Its portfolio consists of homes located in East Midlands. The company was founded on May 18, 2001 and is headquartered in Flintshire, the United Kingdom. | Homebuilding | Director/Board Member | |
Strategic Financial Services, Inc. (New York)
![]() Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Investment Managers | President | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
Legg Mason & Co. LLC (New York) | Chief Investment Officer | ||
SPEEDWAY MOTORSPORTS, LLC | Casinos/Gaming | Director/Board Member | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | President | |
University of Georgia | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
Speedball Art Products Co. LLC
![]() Speedball Art Products Co. LLC Office Equipment/SuppliesProducer Manufacturing Speedball Art Products Co. LLC is a private company that has been providing a diverse range of high-quality art products since 1997. The company is based in Statesville, NC and has subsidiaries in the United States. The company's products include screen printing, block printing, calligraphy, and more. The company was founded by Walter P. Glazer. | Office Equipment/Supplies | Chief Executive Officer | |
ESCALADE, INCORPORATED | Recreational Products | Chief Executive Officer | |
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 | Corporate Officer/Principal | |
B. Riley Securities, Inc.
![]() B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Investment Banks/Brokers | Corporate Officer/Principal | |
NUZEE, INC. | Food: Specialty/Candy | Director/Board Member | |
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 | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin | |
Williams College | College/University | Undergraduate Degree | |
ALY ENERGY SERVICES, INC. | Oilfield Services/Equipment | Director/Board Member | |
FOCUS St. Louis
![]() FOCUS St. Louis Miscellaneous Commercial ServicesCommercial Services FOCUS St. Louis provides leadership training, civic issue education and public engagement initiatives. It offers in the areas of youth leadership, community conversations, leadership program, civic leadership and regional issues, and operational assessment and management. The company was founded on July 01, 1996 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
The College of William & Mary | College/University | Undergraduate Degree | |
KeyBanc Capital Markets, Inc.
![]() KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Trading-Equity | |
Summit Redstone Partners LLC
![]() Summit Redstone Partners LLC Investment ManagersFinance Founded by Srini Nandury and Jagadish Iyer in 2016, Summit Redstone Partners LLC is a fundamentals-driven, technology-focused, equity research boutique located in Summit, New Jersey. | Investment Managers | Institutional Sales | |
Athyrium Capital Management LP
![]() Athyrium Capital Management LP Investment ManagersFinance Athyrium Capital Management LP (Athyrium) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey A. Ferrell in 2008 as Athyrium Capital Management LLC and converted from a Delaware limited liability company to a Delaware limited partnership in 2015. Athyrium provides advisory services on a discretionary basis to its clients, which may include specific tailored vehicles and pooled investment vehicles intended for sophisticated investors and institutional investors. | Investment Managers | Consultant / Advisor | |
James Madison University | College/University | Undergraduate Degree |
Statistics
International
United States | 49 |
United Kingdom | 3 |
Sectoral
Finance | 22 |
Consumer Services | 18 |
Commercial Services | 4 |
Consumer Durables | 3 |
Producer Manufacturing | 2 |
Operational
Corporate Officer/Principal | 41 |
Director/Board Member | 28 |
Undergraduate Degree | 16 |
Founder | 11 |
President | 9 |
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