Jerry Paul
Investment Committee Member at ICON Advisers, Inc.
Network origin in Jerry Paul first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals.
10
| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jerry Paul via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal | |
| WERNER ENTERPRISES, INC. | Trucking | Corporate Officer/Principal | |
| FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| FTI CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Thrivent Financial for Lutherans
 Thrivent Financial for Lutherans Financial ConglomeratesFinance Thrivent Financial for Lutherans operates as a not-for-profit membership organization of Christians, which engages in the provision of investment advisory services. It offers life insurance, annuities and mutual funds, student and educational resources, charitable planning, and trust services. The company was founded in June 2001 and is headquartered in Minneapolis, MN. | Financial Conglomerates | Corporate Officer/Principal | |
Sentinel Trust Co.
 Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Investment Managers | Head-Equity Investments | |
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Investment Managers | Chief Investment Officer | |
Telemus Capital LLC
 Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. | Investment Managers | Analyst-Equity | |
AthenaInvest, Inc.
 AthenaInvest, Inc. Internet Software/ServicesTechnology Services AthenaInvest, Inc. provides online platform for the investors to categorize and evaluate equity managers. The company was founded by Charles Thomas Howard and Craig Thomas Callahan in 2005 and is headquartered in Greenwood Village, CO. | Internet Software/Services | Founder | |
| Citi Fund Services Ohio, Inc. | Corporate Officer/Principal | ||
| Arizona State University | College/University | Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree | |
| Creighton University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Doctorate Degree | |
| Kent State University (Ohio) | College/University | Doctorate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Denver | College/University | Corporate Officer/Principal Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Clayton Fixed Income Services, Inc.
 Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Dividend Assets Capital LLC
 Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Investment Managers | Analyst-Equity | |
| College World Series of Omaha, Inc. | Director/Board Member | ||
| Daniels College of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Leeds School of Business | College/University | Undergraduate Degree | |
ICON Management & Research Corp.
 ICON Management & Research Corp. Miscellaneous Commercial ServicesCommercial Services ICON Management & Research Corp. operates as investment advisory firm. The company was founded by Craig Callahan in 1994 and is headquartered in Greenwood Village, CO. | Miscellaneous Commercial Services | Founder |
Statistics
International
| United States | 27 |
| Japan | 2 |
| France | 2 |
Sectoral
| Consumer Services | 12 |
| Finance | 10 |
| Commercial Services | 4 |
| Technology Services | 3 |
| Transportation | 2 |
Operational
| Portfolio Manager-Equities | 13 |
| Corporate Officer/Principal | 10 |
| Investment Committee Member | 9 |
| Undergraduate Degree | 9 |
| Masters Business Admin | 8 |
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