Network origin in Alex Morris first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Florida
197
| College/University | Other Consumer Services | 197 |
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans.
3
| Subsidiary | Investment Managers | 3 |
Davis Capital Management LLC (Florida)
Davis Capital Management LLC (Florida) Investment ManagersFinance Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alex Morris via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
STIFEL FINANCIAL CORP. | Investment Managers | Private Equity Investor | |
WALMART INC. | Specialty Stores | Corporate Officer/Principal | |
GARTNER, INC. | Internet Software/Services | Private Equity Investor Corporate Officer/Principal | |
Comvest Partners, Inc.
Comvest Partners, Inc. Investment ManagersFinance Comvest Partners, Inc. (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Private Equity Analyst Public Communications Contact | |
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Investment Managers | Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Collective Bias, Inc.
Collective Bias, Inc. Packaged SoftwareTechnology Services Collective Bias, Inc. provides a shopper social media platform. It drives retail sales through the coordinated creation of social media stories. The firm through social fabric connects shoppers with the brands and retailers and use daily lives to drive conversations on social media platforms and stories. The company was founded by John Andrews and Amy Callahan in 2009 and is headquartered in Rogers, AR. | Packaged Software | Corporate Officer/Principal | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
University of North Florida | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree Graduate Degree | |
Trivest Partners LP
Trivest Partners LP Investment ManagersFinance Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Intrepid Capital Management, Inc. (Florida)
Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Fixed Income Analyst-Equity | |
Koss-Olinger Consulting LLC
Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Doctorate Degree Graduate Degree | |
Millennium Management LLC
Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Florida Community Bankers Association
Florida Community Bankers Association Miscellaneous Commercial ServicesCommercial Services Florida Bankers Association operates as a non-profit organization which promotes the banking industry in the state. It offers capitol insights, leadership events and report, webinars, and event budget planning tool. The company was founded in 1888 and is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | General Counsel Director/Board Member | |
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 | Masters Business Admin Graduate Degree | |
Weatherford Capital Management LLC
Weatherford Capital Management LLC Investment ManagersFinance Weatherford Capital Management LLC (Weatherford Capital) is a private equity firm founded in 2015 by William W. Weatherford, Sam Weatherford and Drew Weatherford. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
The Sterling Group LP
The Sterling Group LP Investment ManagersFinance The Sterling Group LP (The Sterling Group) is a private equity firm founded in 1982 by Frank J. Hevrdejs. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
Acosta, Inc.
Acosta, Inc. Advertising/Marketing ServicesCommercial Services Acosta, Inc. engages in the provision of sales, marketing, and retail merchandising services. Its services include business intelligence, headquarter sales, retail services, consumer marketing, Acosta solutions, and e-commerce. . The company was founded by Louis Acosta in 1927 and is headquartered in Jacksonville, FL. | Advertising/Marketing Services | Corporate Officer/Principal | |
Tree of Life, Inc.
Tree of Life, Inc. Food RetailRetail Trade Tree of Life, Inc. distributes natural and organic ethnic and gourmet food products. It offers selection of natural, organic, specialty, ethnic and gourmet food products. The company was founded in 1970 and is headquartered in Saint Augustine, FL | Food Retail | Corporate Officer/Principal | |
Fuel Venture Capital Partners LLC
Fuel Venture Capital Partners LLC Investment ManagersFinance Fuel Venture Capital Partners, LLC (Fuel Venture Capital) is a venture capital firm founded in 2017 by Jeff Ransdell. The firm is headquartered in Miami, Florida. | Investment Managers | Private Equity Investor | |
Siemens AG Österreich
Siemens AG Österreich Engineering & ConstructionIndustrial Services Siemens AG Österreich engages in the manufacture and sale of industrial products in the fields of electrical engineering, telecommunications engineering, measurement engineering, control engineering, machine building, as well as precision mechanics and related technologies. It also plans, executes, and sells all types of systems and system components for the production, transmission, and processing of information and energy. The company was founded on October 23, 1879 and is headquartered in Vienna, Austria. | Engineering & Construction | Corporate Officer/Principal | |
Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
Material Impact Management LLC
Material Impact Management LLC Investment ManagersFinance Material Impact Management LLC (Material Impact Management) is a venture capital firm founded in 2015 by Carmichael Roberts and Adam Sharkawy. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Investor | |
Neutron Holdings, Inc.
Neutron Holdings, Inc. Other TransportationTransportation Neutron Holdings, Inc. operates as a transportation rental company. It runs dock free electric scooters, e-assist bikes, and pedal bikes. The firm offers bike and car sharing services. The company was founded by Weiyao Sun, Adam Zhang, Charli Gao and Brad Bao in 2017 and is headquartered in Fremont, CA. | Other Transportation | Corporate Officer/Principal | |
Kapor Capital Management Co LLC
Kapor Capital Management Co LLC Investment ManagersFinance Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
QUALCOMM Ventures
QUALCOMM Ventures Investment ManagersFinance QUALCOMM Ventures (QUALCOMM Ventures) is a venture capital subsidiary of QUALCOMM, Inc. The firm is headquartered in San Diego, California. | Investment Managers | Corporate Officer/Principal | |
Princeton University | College/University | Undergraduate Degree | |
Perini Capital LLC
Perini Capital LLC Investment ManagersFinance Perini Capital provides investment advice. The private company is based in Carlsbad, NM. | Investment Managers | Compliance Officer | |
Palladium Equity Partners Advisor LLC
Palladium Equity Partners Advisor LLC Investment ManagersFinance Palladium Equity Partners Advisor LLC is a Private Equity firm founded in 1997 by Marcos A. Rodriguez and Robert J. Lanigan. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Seabury Securities LLC
Seabury Securities LLC Investment Banks/BrokersFinance Founded in 1995, Seabury Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of Seabury Group LLC, an independent investment banking and advisory firm that focuses on the global transportation sector, including aviation, aerospace, cargo and maritime. Seabury Securities provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
George Mason University | College/University | Graduate Degree | |
Windrose Health Investors LLC
Windrose Health Investors LLC Investment ManagersFinance Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City. | Investment Managers | Private Equity Investor | |
Lykan Bioscience LLC
Lykan Bioscience LLC Pharmaceuticals: MajorHealth Technology Lykan Bioscience LLC provides outsourced end-to-end production and logistics solutions for pharmaceutical and biotech companies focused on cell and gene therapies. The company was founded by Anthony Rotunno and is headquartered in Hopkinton, MA. | Pharmaceuticals: Major | Director/Board Member | |
Soma Global, Inc.
Soma Global, Inc. Packaged SoftwareTechnology Services Part of Utility Associates, Inc., SOMA Global, Inc. is a company that provides cloud-based public safety platform solutions on saving lives and protecting first responders. The company is based in Tampa, FL. The company was founded in 2017 by Nick Stohlman, Peter J. Quintas. Christopher Maloney has been the CEO of the company since 2021. SOMA Global was acquired by Utility Associates, Inc. on February 08, 2024. | Packaged Software | Director/Board Member | |
UF Innovate Ventures
UF Innovate Ventures Investment ManagersFinance UF Innovate Ventures (UF Innovate Ventures) is a venture capital subsidiary of University of Florida founded in 2019. The firm is headquartered in Gainesville, Florida. | Investment Managers | Consultant / Advisor |
Statistics
International
United States | 44 |
Austria | 2 |
Sectoral
Finance | 27 |
Consumer Services | 8 |
Technology Services | 4 |
Commercial Services | 4 |
Retail Trade | 3 |
Operational
Undergraduate Degree | 101 |
Corporate Officer/Principal | 67 |
Graduate Degree | 67 |
Analyst-Equity | 57 |
Director/Board Member | 55 |
Most connected contacts
Insiders | |
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Dianna Morgan | 14 |
David Seider | 12 |
Donald T. Senterfitt | 11 |
Luis de la Aguilera | 10 |
Amir Salari | 10 |
Edward Riendeau | 10 |
Sidney McLaurin | 9 |
Salpeter Nathaniel | 9 |
Rahul Patel | 8 |
Andres Barreto | 8 |
Kate Mitselmakher | 7 |
Kirsten Nielsen | 7 |
Tian Zhang | 7 |
Mitchell L. Ulman | 7 |
Vijay Nandwani | 6 |
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