Andrew Fortener
Private Equity Investor at Cozzins Road Capital LLC
Network origin in Andrew Fortener first degree
Entity | Entity type | Industry | |
---|---|---|---|
Arizona State University
52
| College/University | Other Consumer Services | 52 |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.
42
| College/University | Other Consumer Services | 42 |
Cozzins Road Capital LLC
Cozzins Road Capital LLC Investment ManagersFinance Cozzins Road Capital LLC (Cozzins Road Capital) is a private equity firm founded in 2014 by Randy Fortener. The firm is headquartered in Ohio, United States.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Andrew Fortener via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Analyst-Equity | |
Indiana Michigan Power Co.
Indiana Michigan Power Co. Alternative Power GenerationUtilities Indiana Michigan Power Co. engages in the business of generation, transmission, and distribution of electric power. The firm is also involved in supplying and marketing electric power at wholesale to other electric utilities, municipalities, and rural electric cooperatives. The company was founded on May 11, 1907 and is headquartered in Columbus, OH. | Alternative Power Generation | Director/Board Member | |
MORGAN STANLEY | Investment Managers | Director/Board Member | |
MPW Industrial Services, Inc.
MPW Industrial Services, Inc. Miscellaneous Commercial ServicesCommercial Services MPW Industrial Services, Inc. provides technology-based services to industrial, manufacturing and process facilities in the United States and Canada. It offers industrial cleaning, water purification, facility management and labour support services to thousands of clients throughout North America. The company was founded by Monte R. Black on May 15, 1972 and is headquartered in Hebron, OH. | Miscellaneous Commercial Services | President | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
The Renaissance Group LLC
The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
L. Roy Papp & Associates LLP
L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Portfolio Manager-Equities Analyst-Fixed Income | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Gradient Analytics LLC
Gradient Analytics LLC Investment ManagersFinance Gradient Analytics LLC (Gradient) is an independent equity research firm headquartered in Phoenix, Arizona. It was founded by Carr Bettis and Donn Vickrey in 1996 and formerly known as Camelback Research Alliance. The firm is a wholly-owned subsidiary of Sabrient Systems LLC, which acquired the firm in August 2011. Gradient has particular expertise in financial analysis, forensic accounting and executive behavior. They publishes academically rigorous, unbiased, objective insights into the financial performance and equity valuation of liquid publicly traded companies globally for mutual fund managers, hedge fund managers, and other professional money managers. | Investment Managers | Corporate Officer/Principal Analyst-Equity Director of Research - Equity Analyst-Equity | |
University of Cincinnati (Ohio) | College/University | Graduate Degree Masters Business Admin | |
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 | |
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 | Undergraduate Degree Doctorate Degree | |
The University of Chicago Booth School of Business | College/University | Graduate Degree Masters Business Admin | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
BAOSHAN IRON & STEEL CO., LTD. | Steel | Director/Board Member Chairman | |
Northcoast Research Partners LLC
Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Stonehenge Partners, Inc.
Stonehenge Partners, Inc. Investment ManagersFinance Stonehenge Partners Inc (Stonehenge Partners) is a private equity firm founded in 1999. The firm is headquartered in Columbus, Ohio. | Investment Managers | Corporate Officer/Principal Director of Finance/CFO | |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
DARKOM FOR INVESTMENTS COMPANY PSC | Real Estate Development | Director/Board Member | |
The University of Jordan | College/University | Undergraduate Degree | |
WUHAN IRON AND STEEL CO., LTD. | Metal Fabrication | Chief Executive Officer | |
University of Phoenix | College/University | Masters Business Admin | |
China Europe International Business School | College/University | Corporate Officer/Principal | |
ReddyPort, Inc.
ReddyPort, Inc. Medical SpecialtiesHealth Technology ReddyPort, Inc. engages in the development and provision of oral care endoscopy adapter and components. Its products include CO2 capnometry, patient microphone kit, and oral care kit. The company was founded by Andrew Hansen, Joseph Orr, and Chak Reddy and is headquartered in Salt Lake City, UT. | Medical Specialties | Founder | |
Boka Sciences, Inc
Boka Sciences, Inc BiotechnologyHealth Technology Boka Sciences, Inc provides biotechnology services. It develops human hydration assessment tests using biomarkers. The company was founded by Andrew Byars and is headquartered in Santa Barbara, CA. | Biotechnology | Director/Board Member | |
JIAYIN GROUP INC. | Finance/Rental/Leasing | Director/Board Member | |
University of Utah Health Care | College/University | Doctorate Degree | |
STAG INDUSTRIAL, INC. | Real Estate Investment Trusts | Comptroller/Controller/Auditor | |
Schneider Electric Ltd.
Schneider Electric Ltd. Industrial MachineryProducer Manufacturing Schneider Electric Ltd. manufactures and distributes electrical and automation control products and services. Its products include installation accessories, legacy controllers, medium voltage equipment, detection equipment, and interface and panel components. He firm offers products and services for panel builders, OEMs, contractors, specifiers, and the electrical supply industry for commercial and industrial applications. The company is headquartered in Telford, the United Kingdom. | Industrial Machinery | Director/Board Member | |
SCHR ELEC | Wholesale Distributors | Director/Board Member | |
FAS Wealth Partners, Inc.
FAS Wealth Partners, Inc. Investment ManagersFinance FAS Wealth Partners, Inc. (FAS) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Max W. Greer, Jr. in 1979 as Financial Advisory Service, Inc. and changed its name to FAS Wealth Partners, Inc. in 2022. FAS provides financial planning and asset management services to individuals, define contribution plans (profit-sharing and 401(k)), trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Analyst-Equity | |
University of Kansas | College/University | Undergraduate Degree | |
CHONGQING IRON & STEEL COMPANY LIMITED | Steel | Director/Board Member | |
SHANGHAI JAHWA UNITED CO., LTD. | Household/Personal Care | Director/Board Member | |
RED AVENUE NEW MATERIALS GROUP CO., LTD. | Chemicals: Specialty | Director/Board Member | |
Northern Arizona University | College/University | Undergraduate Degree | |
Universiti Sains Malaysia | College/University | Undergraduate Degree |
Statistics
International
United States | 33 |
China | 8 |
Jordan | 3 |
Germany | 2 |
United Kingdom | 2 |
Sectoral
Finance | 20 |
Consumer Services | 13 |
Commercial Services | 4 |
Non-Energy Minerals | 3 |
Producer Manufacturing | 3 |
Operational
Corporate Officer/Principal | 92 |
Undergraduate Degree | 87 |
Director/Board Member | 69 |
Analyst-Equity | 41 |
Masters Business Admin | 30 |
Most connected contacts
Insiders | |
---|---|
Charles Kidder | 26 |
Yu Chang Huang | 13 |
Nick Davis | 12 |
Lorron James | 11 |
John Shufeldt | 11 |
Mark T. Houser | 10 |
Jody Trietch | 10 |
Bostomi Suharman | 10 |
James Hippel | 10 |
Andrew Bart | 10 |
Neal Mody | 9 |
Chad Horstman | 8 |
Branden Rosenhan | 7 |
Ryan Burnett | 7 |
Travis Heath | 7 |
- Stock Market
- Insiders
- Andrew Fortener
- Company connections