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Network origin in Dennis J. Whittaker first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
7
| Subsidiary | Investment Managers | 7 |
Arvest Investments, Inc.
![]() Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dennis J. Whittaker via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of San Francisco | College/University | Undergraduate Degree | |
Capital Advisors, Inc. (Oklahoma)
![]() Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Investment Managers | Chief Operating Officer | |
SouthState DuncanWilliams Securities Corp.
![]() SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Tennessee | College/University | Undergraduate Degree | |
Weaver C. Barksdale & Associates, Inc.
![]() Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients. | Investment Managers | Analyst-Fixed Income | |
Pugh Capital Management, Inc.
![]() Pugh Capital Management, Inc. Investment ManagersFinance Pugh Capital Management, Inc. (Pugh Capital) is an independent, employee-owned SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded by Mary Pugh and Scott Greiwe in 1991. Pugh Capital offers discretionary investment advisory services that relate to fixed income investments to institutional investors. | Investment Managers | Analyst-Fixed Income | |
University of Arkansas System | College/University | Undergraduate Degree | |
HighMark Capital Management, Inc.
![]() HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Investment Managers | Corporate Officer/Principal | |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Investment Managers | Portfolio Manager-Fixed Income | |
Northeastern State University | College/University | Undergraduate Degree | |
The University of Alabama at Birmingham | College/University | Masters Business Admin | |
The University of Alabama | College/University | Undergraduate Degree | |
Troy State University | College/University | Undergraduate Degree | |
Regions Bank
![]() Regions Bank Regional BanksFinance Regions Bank provides consumer and commercial banking, wealth management, mortgage, and insurance products and services. The company is headquartered in Birmingham, AL. | Regional Banks | Corporate Officer/Principal | |
Petroleum Engineers, Inc.
![]() Petroleum Engineers, Inc. Engineering & ConstructionIndustrial Services Part of New Tech Global Ventures LLC, Petroleum Engineers, Inc. is a company that provides engineering services. The company is based in Lafayette, LA. | Engineering & Construction | Corporate Officer/Principal | |
American Association of Petroleum Geologists | Corporate Officer/Principal | ||
Society of Exploration Geophysicists
![]() Society of Exploration Geophysicists Miscellaneous Commercial ServicesCommercial Services The Society of Exploration Geophysicists operates as an association of exploration geophysicists. The non-profit company is based in Tulsa, OK and has subsidiaries in the United States. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Texas A&M University | College/University | Graduate Degree | |
Rocky Mountains Inns
![]() Rocky Mountains Inns Hotels/Resorts/Cruise linesConsumer Services Rocky Mountains Inns operates a hotel. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
KIRBY CORPORATION | Marine Shipping | Corporate Officer/Principal | |
Challenger Minerals, Inc.
![]() Challenger Minerals, Inc. Oil & Gas ProductionEnergy Minerals Part of Transocean Ltd., Challenger Minerals, Inc. operates an oil and gas development and production company. The company is based in Houston, TX. | Oil & Gas Production | Corporate Officer/Principal | |
GREEN TECHNOLOGY SOLUTIONS, INC. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
Hendrix College | College/University | Masters Business Admin | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Northern Capital Securities Corp.
![]() Northern Capital Securities Corp. Investment Banks/BrokersFinance Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
United States | 30 |
Canada | 2 |
Sectoral
Finance | 14 |
Consumer Services | 11 |
Energy Minerals | 3 |
Commercial Services | 3 |
Industrial Services | 2 |
Operational
Corporate Officer/Principal | 18 |
Undergraduate Degree | 7 |
Portfolio Manager-Fixed Income | 5 |
Analyst-Equity | 5 |
Portfolio Manager-Equities | 3 |
Most connected contacts
Insiders | |
---|---|
Bobby Long | 10 |
Sean Johnson | 8 |
James Ryan Story | 5 |
Chris N. Watson | 4 |
Jamie Lynn Wilson | 4 |
Matt Wahl | 3 |
Dan W. Safranek | 2 |
Peyton I. Diliberto | 2 |
Nick Newton | 1 |
Guillermo Araoz | 1 |
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