Network origin in Sherman Paine Macdaniel first degree
Entity | Entity type | Industry | |
---|---|---|---|
Roger H. Jenswold & Co., Inc.
Roger H. Jenswold & Co., Inc. Investment ManagersFinance Founded in 1993, Roger H. Jenswold & Co. Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of Capstone Financial Services, Inc. They provide separate account investment management services for individuals, corporations, retirement plans, foundations and endowments.
7
| Extinct | Investment Managers | 7 |
Crossmark Global Investments, Inc.
Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark Global Investments, Inc. (Crossmark) is a SEC-registered investment advisor and faith-based boutique investment management firm headquartered in Houston, Texas. The firm was founded in 1987 and is wholly-owned by Crossmark Global Holdings, Inc. Crossmark provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sherman Paine Macdaniel via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Capstone Financial Solutions LLC
Capstone Financial Solutions LLC Investment ManagersFinance Capstone Financial Solutions LLC provides investment advice. The company is headquartered in Houston, TX. | Investment Managers | Director/Board Member Chief Executive Officer Director/Board Member | |
The University of Texas at Austin | College/University | Masters Business Admin Masters Business Admin | |
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 Undergraduate Degree | |
American General Life Insurance Co.
American General Life Insurance Co. Life/Health InsuranceFinance American General Life Insurance Co. offers life insurance services. The company was founded in 1910 and is headquartered in Houston, TX. | Life/Health Insurance | Corporate Officer/Principal | |
CFS Consulting Services LLC | President | ||
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Financial Conglomerates | Corporate Officer/Principal | |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Investment Managers | Portfolio Manager-Equities | |
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families. | Investment Managers | Analyst-Equity | |
Philadelphia Life Asset Management Co. | Director/Board Member | ||
SIMPLICITY ESPORTS AND GAMING COMPANY | Movies/Entertainment | Director/Board Member | |
Capstone Financial Services, Inc. | Director/Board Member | ||
Philadelphia American Life Insurance Co.
Philadelphia American Life Insurance Co. Life/Health InsuranceFinance Part of New Era Enterprises, Inc., Philadelphia American Life Insurance Co. is a company that provides life insurance services. The company is based in Houston, TX. Philadelphia American Life Insurance was acquired by New Era Enterprises, Inc. from I.C.H. Corp. (California) on 1996-04-04. | Life/Health Insurance | Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Vanderbilt University | 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 | Masters Business Admin | |
Louisiana State University | College/University | Undergraduate Degree | |
CAZ Investments LP
CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Investment Managers | Investment Committee Member | |
American Capital Management & Research, Inc.
American Capital Management & Research, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, American Capital Management & Research, Inc. is a security and commodity exchanges company. The company is based in TX. American Capital Management & Research was acquired by Van Kampen Merritt Cos., Inc. (New York) from Travelers Group, Inc. on December 21, 1994 for $430 million. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Houston Law Center | College/University | Graduate Degree |
Statistics
International
United States | 27 |
Sectoral
Finance | 14 |
Consumer Services | 9 |
Miscellaneous | 2 |
Commercial Services | 2 |
Operational
Portfolio Manager-Equities | 12 |
Director/Board Member | 7 |
Analyst-Equity | 6 |
Corporate Officer/Principal | 6 |
Undergraduate Degree | 6 |
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