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Network origin in Alex Altman first degree
Entity | Entity type | Industry | |
---|---|---|---|
Mount Yale Capital Group LLC
![]() Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alex Altman via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
STIFEL FINANCIAL CORP. | Investment Managers | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Bard Capital Group LLC
![]() Bard Capital Group LLC Investment ManagersFinance Bard Capital Group LLC (Bard Capital) is a private equity subsidiary of Bard & Co., Inc. founded by Richard H. Bard and Michael A. Carrazza. The firm is headquartered in Lakewood, Colorado. | Investment Managers | Private Equity Analyst | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Denver | College/University | Graduate Degree | |
Mount Yale Investment Advisors LLC
![]() Mount Yale Investment Advisors LLC Investment ManagersFinance Mount Yale Investment Advisors LLC (MYIA) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. MYIA offers asset management services to high-net-worth individuals, pension and profit sharing plans, trusts, estates, corporations, other business entities, investment advisers, banks, broker/dealers, and/or other financial services companies. | Investment Managers | Director of Research - Equity | |
Princeton Fund Advisors LLC
![]() Princeton Fund Advisors LLC Investment ManagersFinance Princeton Fund Advisors LLC (PFA) is a SEC-registered investment advisor headquartered in Denver, Colorado and additional office in Minneapolis, Minnesota. They are a subsidiary of Mount Yale Capital Group LLC, itself a subsidiary of Dalton Capital LLC. The firm was founded in 2011 by Greg Anderson and John Sabre. PFA provides investment advisory services to mutual funds and private funds. | Investment Managers | Director of Research - Equity |
Statistics
International
United States | 8 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Operational
Director of Research - Equity | 3 |
Corporate Officer/Principal | 2 |
Private Equity Analyst | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Most connected contacts
Insiders | |
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Marc Evan Friedman | 8 |
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