Sloan Smith
Analyst-Equity at Innovest Portfolio Solutions LLC
Network origin in Sloan Smith first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Notre Dame
423
| College/University | Other Consumer Services | 423 |
Innovest Portfolio Solutions LLC
Innovest Portfolio Solutions LLC Investment ManagersFinance Founded in 1996, Innovest Portfolio Solutions LLC is a registered investment advisor located in Denver, Colorado. The firm is majority owned by Innovest Holdings, Inc.. Innovest provides fee-only investment consulting services to retirement plans, foundations and endowments, and high net-worth individuals and families.
21
| Subsidiary | Investment Managers | 21 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sloan Smith via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Madison Dearborn Partners LLC
Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor Private Equity Analyst Comptroller/Controller/Auditor | |
Walton Street Capital LLC
Walton Street Capital LLC Investment ManagersFinance Walton Street Capital LLC is a Private Equity firm, a subsidiary of Walton Capital Advisors LP founded in 1994. Walton Street Capital LLC is headquartered in Chicago. | Investment Managers | Private Equity Investor Private Equity Investor Sales & Marketing | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
IrishAngels, Inc.
IrishAngels, Inc. Investment ManagersFinance IrishAngels Inc (IrishAngels) is a venture capital subsidiary of Vitalize Venture Group founded in 2012 by Thomas Jordan Curnes, David Wieland and Gale Wilkinson. The firm is headquartered in Chicago, Illinois. | Investment Managers | Founder Director/Board Member Private Equity Investor | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JONES LANG LASALLE INCORPORATED | Real Estate Development | Corporate Officer/Principal Corporate Officer/Principal | |
The Carlyle Group LP (Global Private Equity)
The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor Private Equity Investor | |
Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Denver | College/University | Masters Business Admin Graduate Degree | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Mendoza College of Business | College/University | Graduate Degree Graduate Degree | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Economist Analyst-Equity | |
ACCENTURE PLC | Information Technology Services | Corporate Officer/Principal Private Equity Investor | |
CastleArk Management LLC
CastleArk Management LLC Investment ManagersFinance Founded in 1999 by Jerry Castellini and Ed Clark, CastleArk Management LLC is a registered investment adviser located in Chicago, Illinois. The firm provides investment advisory services to a variety of institutional clients, but their clients are predominantly pension plans, including corporate plans and state and local government plans. CastleArk also serves as adviser or sub-adviser to investment companies and collective trusts. Their clients may also include foundations and corporate accounts, plus a few high net-worth individuals. CastleArk's affiliated adviser CastleArk Alternatives, L.L.C. sponsors hedge funds for qualified investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Purdue University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity | |
PWC Corp.
PWC Corp. Wholesale DistributorsDistribution Services PWC Corp. is a private company that wholesales steel water pipes and plumbing and heating equipment. The company is based in Santa Ana, CA. | Wholesale Distributors | Corporate Officer/Principal | |
Twin Bridge Capital Partners LLC
Twin Bridge Capital Partners LLC Investment ManagersFinance Twin Bridge Capital Partners LLC (Twin Bridge Capital Partners) is a private equity firm founded in 2005 by Debbie M. Ackerman and Brian P. Gallagher. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
Community Living Guelph-Wellington
Community Living Guelph-Wellington Services to the Health IndustryHealth Services Community Living Guelph-Wellington provides support and assistance to people who have an intellectual disability and reside. The company is headquartered in Guelph, Canada. | Services to the Health Industry | Director/Board Member | |
Pace Capital Management LLC
Pace Capital Management LLC Investment ManagersFinance Pace Capital Management LLC (Pace Capital) is a venture capital firm founded in 2019 by Jordan Cooper and Christopher Paik. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
MissionSquare Retirement (Investment Management)
MissionSquare Retirement (Investment Management) Investment ManagersFinance MissionSquare Retirement (Investment Management) (MissionSquare Retirement-IM) is the investment management division of MissionSquare Retirement, a mission-based, nonstock, nonprofit, financial services company headquartered in Washington, DC. Formerly known as International City Management Association Retirement, the firm was founded in 1972 to assist state and local governments and their agencies and instrumentalities in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. MissionSquare Retirement-IM offers non-discretionary investment advisory services to public employers who pre-fund their other post-employment benefits such as post-employment healthcare. | Investment Managers | Corporate Officer/Principal | |
ITE Management LP
ITE Management LP Investment ManagersFinance ITE Management LP (ITE Management) is a private equity firm founded in 2014 by Jason Koenig, David Smilow and James Unger. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Leonard Green & Partners LP
Leonard Green & Partners LP Investment ManagersFinance Leonard Green & Partners LP (Leonard Green & Partners) is a private equity firm founded in 1989 by Leonard I. Green. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Analyst | |
Route One Investment Co. LP
Route One Investment Co. LP Investment ManagersFinance Route One Investment Co. LP (Route One) is an independent registered investment advisor and hedge fund manager headquartered in San Francisco, California. Route One was founded in 2010 and serves exclusively as the investment adviser to various investment funds. | Investment Managers | Analyst-Equity | |
Regis University | College/University | Undergraduate Degree | |
Franklin Park Associates LLC
Franklin Park Associates LLC Investment ManagersFinance Franklin Park Associates LLC (Franklin Park) is a venture capital and private equity firm founded in 2003 by Bradley T Atkins, Michael D Bacine, Narayan R Chowdhury, Karl J. Hartmann & James B. McGovern. The firm is headquartered in Philadelphia with an additional office in Dublin, Ireland. | Investment Managers | Private Equity Analyst | |
Congressional Hispanic Leadership Institute | Director/Board Member | ||
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
VERIZON COMMUNICATIONS | Wireless Telecommunications | Director/Board Member | |
SMU-Cox School of Business | College/University | Masters Business Admin | |
Health Wildcatters LLC
Health Wildcatters LLC Investment ManagersFinance Health Wildcatters LLC (Health Wildcatters) is an accelerator/incubator firm founded in 2013 by Clay Heighten, Carl Soderstrom and Hubert Zajicek. The firm is headquartered in Dallas, Texas. | Investment Managers | Corporate Officer/Principal | |
Commune Angels
Commune Angels Investment ManagersFinance Commune Angels (Commune Angels) is an angel investment firm founded in 2020 by Dawn Batts, Terrence J.L. Reeves, Jeff Ponders II, Marlo Rencher and Darren R. Riley. The firm is headquartered in Detroit, Michigan. | Investment Managers | Consultant / Advisor | |
Old Plank Trail Community Bank NA
Old Plank Trail Community Bank NA Major BanksFinance Old Plank Trail Community Bank, N.A. provides commercial banking services. It offers business, commercial, institutional, mortgage, and wealth services. The company is headquartered in Mokena, IL. | Major Banks | Director/Board Member | |
Schurz Communications, Inc.
Schurz Communications, Inc. Major TelecommunicationsCommunications Schurz Communications, Inc. publishes newspapers and provides media services. The firm engages in broadcasting radio and television, cable television, newspaper publishing, commercial printing, and digital media businesses. The firm has operations in Arizona, Indiana, Iowa, Maryland, Michigan, Pennsylvania and South Dakota. The company was founded by Alfred B. Miller and Elmer Crockett in 1872 and is headquartered in Mishawaka, IN. | Major Telecommunications | Director/Board Member | |
Intelligroup, Inc.
Intelligroup, Inc. Information Technology ServicesTechnology Services Intelligroup, Inc. is an enterprise applications systems integrator providing consulting, implementation, testing, application management, infrastructure management and other information technology services for global corporations. The company was founded in October 1987 and is headquartered in Princeton, NJ. | Information Technology Services | Private Equity Investor | |
ORACLE CORPORATION | Packaged Software | Director/Board Member | |
Valkre Solutions, Inc.
Valkre Solutions, Inc. Information Technology ServicesTechnology Services Valkre Solutions, Inc. provides systems integration services. | Information Technology Services | Director/Board Member | |
Angeles Investors, Inc.
Angeles Investors, Inc. Investment ManagersFinance Angeles Investors, Inc. (Angeles Investors) is a venture capital firm founded in 2019 by Marcelo De Santis, David Olivencia, and Juan Carlos Gutierrez. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer | |
Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree | |
National Association of Corporate Directors (Virginia)
National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Valores Corporativos Softtek SA de CV
Valores Corporativos Softtek SA de CV Packaged SoftwareTechnology Services Valores Corporativos Softtek SA de CV provides software development and support services. Its service portfolio includes agile development , financial crime prevention, global delivery, governance, risk, compliance, information technology transformation consulting, mergers and acquisitions information technology integration, payment card industry compliance management, global procurement as a service, and systems, applications, products management. The company was founded in December, 1982 and is headquartered in Monterrey, Mexico. | Packaged Software | Private Equity Investor | |
Hispanic Information Technology Executives Council | Founder | ||
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
National Museum of Mexican Art
National Museum of Mexican Art Other Consumer ServicesConsumer Services The National Museum of Mexican Art is a cultural institution founded in 1982 that showcases the richness of Mexican art and culture. The museum is based in Chicago, IL. Visitors can immerse themselves in the exhibits and experience the beauty of Mexican art. | Other Consumer Services | Director/Board Member | |
Window To The World Communications, Inc.
Window To The World Communications, Inc. BroadcastingConsumer Services Window To The World Communications, Inc. operates and manages TV broadcasting stations. It broadcasts arts, children's current events, humanities, and science programmes through its Chicago television station and radio station. The company's focuses on cultural and educational topics. It was founded in 1955 by Edward Ryerson and is headquartered in Chicago, IL. | Broadcasting | Director/Board Member | |
University of Northern Colorado | College/University | Undergraduate Degree | |
Greater Washington Board of Trade
Greater Washington Board of Trade Miscellaneous Commercial ServicesCommercial Services The Greater Washington Board of Trade operates a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Director/Board Member | |
The Economic Club of Washington
The Economic Club of Washington Miscellaneous Commercial ServicesCommercial Services The Economic Club of Washington operates as a nonpartisan organization created to strengthen ties among the diverse and growing business community based in metropolitan Washington. The company was founded in 1986 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 46 |
Ireland | 3 |
Canada | 2 |
Mexico | 2 |
Sectoral
Finance | 24 |
Consumer Services | 14 |
Technology Services | 6 |
Commercial Services | 4 |
Communications | 3 |
Operational
Undergraduate Degree | 97 |
Director/Board Member | 92 |
Corporate Officer/Principal | 76 |
Private Equity Investor | 57 |
Analyst-Equity | 39 |
Most connected contacts
Insiders | |
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David Olivencia | 18 |
Matthew Puglisi | 15 |
Brendan Barrett | 14 |
Clare Richer | 14 |
Matthew Kinsella | 13 |
Caroline Gash | 11 |
Nate Bard | 10 |
Michael L'Estrange | 10 |
Marty Rodgers | 10 |
Michael Francis Quinlan | 9 |
Guillermo Zambrano Gutiérre | 9 |
Nan Sun | 9 |
Robert Bernhard | 9 |
Laura Fox | 9 |
Mike Cikos | 7 |
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