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Lindsay Birchfield
Analyst-Equity at BCR Wealth Strategies LLC
Network origin in Lindsay Birchfield first degree
Entity | Entity type | Industry | |
---|---|---|---|
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.
12
| Private Company | Investment Managers | 12 |
Samford University
4
| College/University | Other Consumer Services | 4 |
BCR Wealth Strategies LLC
![]() BCR Wealth Strategies LLC Investment ManagersFinance BCR Wealth Strategies LLC is an independent, SEC-registered investment advisor headquartered in Vestavia, Alabama. The firm was founded in 1995and formerly known as Berk Cleveland Rathmell Wealth Strategies LLC. BCR Wealth Strategies provides financial planning, consulting and investment management services to individuals, pension and profit-sharing plans, trust estates, charitable organizations, corporations and business entities.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lindsay Birchfield via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Drexel University | College/University | Masters Business Admin Masters Business Admin | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Instinet Group, Inc.
![]() Instinet Group, Inc. Internet Software/ServicesTechnology Services Instinet Group, Inc. provides electronic trading solutions. It also provides customers with an access to the decision-making tools. The company was founded in 1969 and is headquartered in New York, NY. | Internet Software/Services | Director/Board Member | |
Chickasaw Capital Management LLC
![]() Chickasaw Capital Management LLC Investment ManagersFinance Founded by Geoffrey Mavar in 2003, Chickasaw Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm provides investment management services to institutions, high net-worth individuals and the MainGate MLP Fund, an open end mutual fund. | Investment Managers | Analyst-Equity | |
GoBrands, Inc.
![]() GoBrands, Inc. Air Freight/CouriersTransportation GoBrands, Inc. provides online platform for on-demand retail and delivery of range of products from college essentials, party supplies, and smoking accessories to snacks, frozen foods, and household essentials. The company was founded by Yakir Gola and Rafael Ilishayev in 2013 and is headquartered in Philadelphia, PA. | Air Freight/Couriers | Private Equity Investor | |
Blue Equity LLC
![]() Blue Equity LLC Investment ManagersFinance Blue Equity LLC (Blue Equity) is an independent private equity firm founded in 2004 by Jonathan S. Blue. The firm is headquartered in Louisville, Kentucky. | Investment Managers | Private Equity Investor | |
The University of Alabama | College/University | Graduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
Ownby Management LLC
![]() Ownby Management LLC Investment ManagersFinance Ownby Management LLC, formerly Boxwood Capital Partners, is a private equity arm of Boxwood Partners, LLC founded by Bobby Morris in 2008.. The firm headquartered in Richmond, Virginia. | Investment Managers | Private Equity Analyst | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Vanguard Asset Management Ltd.
![]() Vanguard Asset Management Ltd. Investment ManagersFinance Vanguard Asset Management Ltd. (VAML) is an investment management firm headquartered in London, UK. The firm is a subsidiary of Vanguard Asset Services, Ltd., a subsidiary of The Vanguard Group, Inc. in the US, which introduced the first indexed mutual fund in the US in 1976. Founded in 2010, VAML is the Group's regional investment hub and offers a range of funds, including index funds, funds-of-index funds and exchange-traded funds to independent financial advisers, wealth managers, family offices and institutions. | Investment Managers | Analyst-Equity | |
Marathon Asset Management LP
![]() Marathon Asset Management LP Investment ManagersFinance Marathon Asset Management LP (Marathon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. It was founded by Bruce Richards and Louis Hanover in 1998. The firm provides investment advisory services to private investment funds and institutional managed accounts that are offered to high net worth financially sophisticated individual and institutional investors. Marathon is a signatory of the Principles for Responsible Investment (PRI) guidelines which allows them to further align their investment strategies with the client?s values. | Investment Managers | Trading-Fixed Income | |
Hunter College | College/University | Undergraduate Degree | |
Angel Investor Managament Group LLC
![]() Angel Investor Managament Group LLC Investment ManagersFinance Angel Investor Management Group LLC (AIM Group) is a venture capital firm founded in 2011 by Clay Corman and Jim Corman. The firm is headquartered in Opelika, Alabama. | Investment Managers | Private Equity Investor | |
Vanderbilt Owen Graduate School of Management | College/University | Graduate Degree | |
Harvard Business School | College/University | Masters Business Admin | |
Regions Investment Management, Inc.
![]() Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients. | Investment Managers | Portfolio Manager-Equities | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Graduate Degree | |
Vanguard Investments Australia Ltd.
![]() Vanguard Investments Australia Ltd. Investment ManagersFinance Vanguard Investments Australia Ltd. (Vanguard Australia) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1996 and is a subsidiary of Belleisle LLC, ultimately owned by The Vanguard Group, Inc. in the US. Vanguard Australia manages several funds and personal pension plans for private and institutional investors and financial advisors. The firm is a signatory to the UN Principles for Responsible Investment (PRI). | Investment Managers | Chief Investment Officer | |
Pacific Investment Management Co. LLC
![]() Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Trading-Equity | |
University of British Columbia | College/University | Undergraduate Degree | |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Fixed Income | |
SSgA Funds Management, Inc.
![]() SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Goucher College | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Lorimer Ventures LLC
![]() Lorimer Ventures LLC Investment ManagersFinance Lorimer Ventures LLC (Lorimer Ventures) is a venture capital firm founded in 2019 by Pete Schork and Stephan Cizma. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor |
Statistics
International
United States | 30 |
United Kingdom | 2 |
Australia | 2 |
Canada | 2 |
Sectoral
Consumer Services | 16 |
Finance | 16 |
Technology Services | 2 |
Transportation | 2 |
Operational
Undergraduate Degree | 15 |
Portfolio Manager-Fixed Income | 9 |
Masters Business Admin | 5 |
Analyst-Equity | 4 |
Portfolio Manager-Equities | 4 |
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