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Dan Powell
Analyst-Equity at Wilbanks, Smith & Thomas Asset Management LLC
Network origin in Dan Powell first degree
Entity | Entity type | Industry | |
---|---|---|---|
Wilbanks, Smith & Thomas Asset Management LLC
![]() Wilbanks, Smith & Thomas Asset Management LLC Investment ManagersFinance Wilbanks, Smith & Thomas Asset Management LLC (WST) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. In 2024, the firm was acquired by Clearstead Advisors LLC, a holding company. The firm was founded by Wayne Wilbanks in 1990. WST provides investment services for individuals, pension and profit-sharing plans, corporations, Taft Hartley organizations, municipalities, bank trust departments, trust companies, insurance companies, foundations, and endowments.
26
| Subsidiary | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Powell via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | 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 | Analyst-Equity | |
JMP Securities LLC
![]() JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Analyst-Equity | |
Cantor Fitzgerald & Co.
![]() Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal | |
Compass Point Research & Trading LLC
![]() Compass Point Research & Trading LLC Investment Banks/BrokersFinance Compass Point Research & Trading LLC (Compass Point) is a registered broker-dealer and full-service investment banking firm headquartered in Washington, DC. The firm was founded by Scott Dreyer in 2007 and is owned by Sooner Holdings LLC. Compass Point provides investment banking, research, and sales and trading services to institutional investors. Their clients include investment advisors, mutual funds, hedge funds and other institutional accounts located in the US, Canada and Europe. | Investment Banks/Brokers | Analyst-Equity | |
Thompson, Siegel & Walmsley LLC
![]() Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Portfolio Manager-Equities | |
University of Virginia | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Masters Business Admin | |
Old Dominion University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Auburn University | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree | |
Virtus Fund Advisers LLC
![]() Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Investment Managers | Sales & Marketing | |
Christopher Newport University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree | |
Villanova University | College/University | Graduate Degree | |
Questrom School of Business | College/University | Undergraduate Degree | |
University of Richmond | College/University | Undergraduate Degree | |
University of Houston
![]() University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree | |
Clark University | College/University | Undergraduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Roanoke College | College/University | Undergraduate Degree | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Gonzaga University | College/University | Undergraduate Degree | |
Virginia Arts Festival
![]() Virginia Arts Festival Movies/EntertainmentConsumer Services Virginia Arts Festival presents arts which serves southeastern Virginia. | Movies/Entertainment | Director/Board Member | |
Campbell University | College/University | Undergraduate Degree | |
Old Dominion University Educational Foundation | Financial Conglomerates | Corporate Officer/Principal | |
Children's Hospital of the King's Daughters
![]() Children's Hospital of the King's Daughters Hospital/Nursing ManagementHealth Services Children's Hospital of the King's Daughters (CHKD) is a full-service pediatric hospital located in Norfolk, VA. The non-profit company provides medical care to children from birth to age 21, and their pediatric urgent care centers are the only walk-in clinics in the area that solely treat children. CHKD prioritizes the health and wellness of every child they treat, from outpatient procedures to major surgeries. The CEO of the company is James D. Dahling. | Hospital/Nursing Management | Corporate Officer/Principal | |
Longwood University | College/University | Undergraduate Degree | |
St. Mary's University | College/University | Undergraduate Degree | |
Clayton Brokerage Co. | Corporate Officer/Principal | ||
Furman University | College/University | Undergraduate Degree |
Statistics
International
United States | 40 |
Canada | 2 |
Sectoral
Consumer Services | 22 |
Finance | 18 |
Health Services | 2 |
Operational
Undergraduate Degree | 23 |
Portfolio Manager-Equities | 19 |
Analyst-Equity | 19 |
Investment Committee Member | 14 |
Corporate Officer/Principal | 13 |
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