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Michael Gary Ball
Portfolio Manager-Equities at Transform Wealth LLC
Network origin in Michael Gary Ball first degree
Entity | Entity type | Industry | |
---|---|---|---|
Weatherstone Capital Management, Inc.
![]() Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients.
6
| Private Company | Investment Managers | 6 |
Transform Wealth LLC
![]() Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael Gary Ball via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Transamerica Corp.
![]() Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Life/Health Insurance | Corporate Officer/Principal | |
Jackson National Life Distributors LLC
![]() Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Insurance Brokers/Services | Corporate Officer/Principal | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Miami University | College/University | Undergraduate Degree | |
Montana State University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Denver | College/University | Graduate Degree Graduate Degree | |
GVC Capital LLC
![]() GVC Capital LLC Regional BanksFinance Founded in 1995 by Steven Bathgate, GVC Capital LLC, formerly Bathgate Capital Partners LLC, is an investment banking firm and broker/dealer located Greenwood Village, Colorado. The firm focuses primarily on providing comprehensive investment banking services to underexposed and undervalued micro-cap companies. GVC Capital's brokerage services include retail investment sales, institutional equity and fixed-income securities. The firm is a member of FINRA and the SIPC. GVC Capital seeks to provide their retail clients with greater exposure to institutional investors as efficient means to raising capital in the form of institutional private placement financings and a variety of other investment products including municipal bonds, government securities, mutual funds, annuities, options and equities. The firm also offers accredited investors periodic opportunities to participate in private placements (Regulation D) and IPOs for select emerging growth companies. GVC Capital's accounts are maintained and cleared by First Southwest Company. The firm's fixed-income group seeks to provide their clients with best execution. They provide independent advisory services and research focusing on a diverse universe of fixed-income securities including corporate, government and municipal bonds, convertible and mortgage-backed securities and preferred stocks. GVC Capital's equity trading group focuses on efficient trade execution of micro-cap companies and identifying and creating liquidity in illiquid markets. | Regional Banks | Corporate Officer/Principal | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Constellation Investment Management Co., LP
![]() Constellation Investment Management Co., LP Investment ManagersFinance Part of Western & Southern Mutual Holding Co., Constellation Investment Management Co., LP is a company that manages mutual funds in an employee-owned mutual fund company. The company is based in Berwyn, PA. Constellation Investment Management Co. was acquired by Touchstone Advisors, Inc. on March 08, 2006. The company was founded by Jason Frederick Michael Moede. | Investment Managers | Corporate Officer/Principal | |
Liberty University | College/University | Undergraduate Degree | |
SMU-Cox School of Business | College/University | Undergraduate Degree | |
A.B. Freeman School of Business | College/University | Undergraduate Degree | |
The College of Financial Planning Institutes Corp. | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Daniels College of Business | College/University | Masters Business Admin | |
The Leeds School of Business | College/University | Masters Business Admin |
Statistics
International
United States | 23 |
Sectoral
Consumer Services | 13 |
Finance | 11 |
Operational
Corporate Officer/Principal | 11 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 6 |
Investment Committee Member | 3 |
Trading-Equity | 3 |
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