Mary Liz Guidry
Director of Research - Equity at CI RGT Private Wealth LLC
Network origin in Mary Liz Guidry first degree
Entity | Entity type | Industry | |
---|---|---|---|
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth LLC is a wealth management firm headquartered in Dallas, Texas. The firm was founded by Mark Griege in 1985 and formerly known as RGT Capital Management Ltd. and as RGT Wealth Advisors LLC. In 2020, RGT partnered with CI Financial Corp. (TSE: CIX) to become a partner firm of CI Private Wealth and subsequently changed the firm’s name to CI RGT Private Wealth LLC. CI RGT Private Wealth provides investment advice and financial planning to individual clients and families.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mary Liz Guidry via their personal network
Company | Sector | Related people | Main position |
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Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Graduate 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 | |
Veritex Community Bank (Dallas, Texas)
Veritex Community Bank (Dallas, Texas) Regional BanksFinance Veritex Community Bank operates as a state chartered commercial bank. It offers personal banking products and services, such as E-personal checking, personal and now checking, sterling checking, basic savings, preferred money market accounts, health savings accounts, certificates of deposit, individual retirement accounts, ATM services, and online and mobile banking services. The company was founded in 2004 and is headquartered in Dallas, TX. | Regional Banks | Director/Board Member | |
Hendrix College | College/University | Undergraduate Degree | |
Baylor University | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Director/Board Member | |
Institute of Financial Planners of Hong Kong | Director/Board Member | ||
VERITEX HOLDINGS, INC. | Regional Banks | Director/Board Member | |
Watermark Community Church
Watermark Community Church Miscellaneous Commercial ServicesCommercial Services Watermark Community Church is a non-denominational multi-site church that operates in four campuses. Watermark Community Church is based in Dallas, TX. It provides ministry curriculum and resources to other churches across the country. The church also operates two clinics for uninsured and under-resourced patients. Although services are currently online-only, it normally sees about 20,000 attendees in any given week, including both weekend services and weekday ministries. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Texas School of Law | College/University | Graduate Degree | |
Dallas National Golf Club | Director/Board Member |
Statistics
International
United States | 14 |
Hong Kong | 2 |
Sectoral
Consumer Services | 8 |
Finance | 5 |
Commercial Services | 2 |
Operational
Director/Board Member | 6 |
Undergraduate Degree | 6 |
Analyst-Equity | 4 |
Portfolio Manager-Equities | 3 |
Founder | 2 |
Most connected contacts
Insiders | |
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Mark Griege | 10 |
Greg Bone | 3 |
Braden Ryan Cole | 2 |
Brent Anderson | 2 |
James Herr | 2 |
Matt Krauss | 2 |
Jeff Royce | 1 |
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