Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Franklyn G. Jenifer | M | 85 |
The University of Texas at Austin
| 30 years |
| Burton C. Einspruch | M | 88 |
The University of Texas at Austin
| 31 years |
| Raymond Sawaya | M | - |
The University of Texas at Austin
| 34 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Christopher A. Capsimalis | M | - |
The University of Texas at Austin
| 9 years |
| John T. Ritter | M | - |
The University of Texas at Austin
| 7 years |
| Christopher James Eiting | M | - |
The University of Texas at Austin
| 8 years |
| Mace Miller | M | - |
The University of Texas at Austin
| 7 years |
| Bill Stone | M | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 3 years |
| Darren K. DeStefano | M | - |
The University of Texas at Austin
| 8 years |
| Shahid A. Ghauri | M | 55 |
The University of Texas at Austin
| 5 years |
| Praveen Vishakantaiah | M | - |
The University of Texas at Austin
| 5 years |
| Jin Byeon | M | 55 |
The University of Texas at Austin
| 7 years |
| Todd Bartee | M | - |
The University of Texas at Austin
| 2 years |
| Charles Justin Luke | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | - |
| Daniel Crowley | M | 61 |
The University of Texas at Austin
| 1 years |
| Dewi Dharma Yanti | F | - |
The University of Texas at Austin
| 6 years |
| William B. Nelson | M | - |
The University of Texas at Austin
| 8 years |
| Aaron Rosenthal | M | - |
The University of Texas at Austin
| 5 years |
| Michael L. Brack | M | - |
The University of Texas at Austin
| 6 years |
| Brenda K. Lenahan | F | - |
The University of Texas at Austin
| 4 years |
| Tarek Akel | M | 53 |
The University of Texas at Austin
| 6 years |
| Nathan Pettus | M | 52 |
The University of Texas at Austin
| 5 years |
| Edward A. Gilman | M | - |
The University of Texas at Austin
| 4 years |
| Robert Field | M | - |
The University of Texas at Austin
| 7 years |
| Laura Barrientos | F | - |
The University of Texas at Austin
| 6 years |
| James M. Clark | M | - |
The University of Texas at Austin
| 6 years |
| John Fedorko | M | - |
The University of Texas at Austin
| 3 years |
| Yu Chung Cho | M | 55 |
The University of Texas at Austin
| 5 years |
| Craig Friou | M | - |
The University of Texas at Austin
| 5 years |
| David S. Warhoftig | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 4 years |
| Phan Phan Duong | F | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 4 years |
| John Ghiselli | M | 60 |
The University of Texas at Austin
| 6 years |
| Wei Ming Chen | M | 60 |
The University of Texas at Austin
| 5 years |
| Aasim Hasan | M | - |
The University of Texas at Austin
| 4 years |
| Rebwar Taha | M | - |
The University of Texas at Austin
| 6 years |
| Alfredo la Rosa | M | - |
The University of Texas at Austin
| 2 years |
| Ahmad Siddik Badruddin | M | 59 |
The University of Texas at Austin
| 7 years |
| Pascal A. Villiger | M | - |
The University of Texas at Austin
| 2 years |
| Zhang Xi Lin | M | 73 |
The University of Texas at Austin
| 4 years |
| Solonas Matsias | M | 59 |
The University of Texas at Austin
| 6 years |
| Chi Lo Man | M | 58 |
The University of Texas at Austin
| 3 years |
| Charles Daniel Gobel | M | 53 |
The University of Texas at Austin
| 7 years |
| Jennifer T. Wisinski | F | - |
The University of Texas at Austin
| 7 years |
| Tony Rogers | M | - |
The University of Texas at Austin
| 7 years |
| Brian A. Minnehan | M | 52 |
The University of Texas at Austin
| 5 years |
| Asad Sattar | M | - |
The University of Texas at Austin
| 6 years |
| Jim Bryer | M | - |
The University of Texas at Austin
| 8 years |
| Kelley Curtin | F | - |
The University of Texas at Austin
| 5 years |
| Young-Tae Song | M | - |
The University of Texas at Austin
| 5 years |
| Gong Meng Chen | M | 60 |
The University of Texas at Austin
| 6 years |
| Steve P. Moore | M | - |
The University of Texas at Austin
| 2 years |
| Keith Bornemann | M | 51 |
The University of Texas at Austin
| 5 years |
| Steven Sterin | M | 52 |
The University of Texas at Austin
| 4 years |
| Stephen Gans | M | 51 |
The University of Texas at Austin
| 5 years |
| Greg Warmink | M | - |
The University of Texas at Austin
| 6 years |
| Arshad Mansoor | M | - |
The University of Texas at Austin
| 3 years |
| Michael T. Segrest | M | - |
The University of Texas at Austin
| 6 years |
| Nelson Haight | M | 59 |
The University of Texas at Austin
| 5 years |
| David C. Jurbergs | M | - |
The University of Texas at Austin
| 8 years |
| Alan D. Green | M | 59 |
The University of Texas at Austin
| 4 years |
| Tina L. Castillo | F | 53 |
The University of Texas at Austin
| 5 years |
| Colby Hackerman | M | - |
The University of Texas at Austin
| 5 years |
| Brian Mitts | M | 52 |
The University of Texas at Austin
| 5 years |
| Alex S. Andrade | M | - |
The University of Texas at Austin
| 8 years |
| Rob A. Newbold | M | - |
The University of Texas at Austin
| 4 years |
| Marco Gamboa | M | - |
The University of Texas at Austin
| 6 years |
| Yaron Brook | M | - |
The University of Texas at Austin
| 6 years |
| Robert Paul Gauntt | M | - |
The University of Texas at Austin
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 21 years |
| Brent Douglas Mellum | M | - |
The University of Texas at Austin
| 6 years |
| Rob Burgess | M | - |
The University of Texas at Austin
| 8 years |
| Shane Litts | M | - |
The University of Texas at Austin
| 8 years |
| Robert Jones | M | - |
The University of Texas at Austin
| 8 years |
| David Rosenberg | M | - |
The University of Texas at Austin
| 5 years |
| Stephen S. Coats | M | 51 |
The University of Texas at Austin
| 8 years |
| James Whittenburg | M | 52 |
The University of Texas at Austin
| 7 years |
| Audrey T. Andrews | F | 57 |
The University of Texas at Austin
| 6 years |
| James Krause | M | - |
The University of Texas at Austin
| 8 years |
| Lisa Stephens | F | - |
The University of Texas at Austin
| 5 years |
| Aruna Viswanathan | F | 53 |
The University of Texas at Austin
| 9 years |
| Robert Bryngelson | M | - |
The University of Texas at Austin
| 3 years |
| Alex Stephen Trevino | M | 61 |
The University of Texas at Austin
| 1 years |
| Randall G. Jonkers | M | 67 |
The University of Texas at Austin
| 4 years |
| Yee Leon Wong | M | 59 |
The University of Texas at Austin
| 3 years |
| Pawan Goyal | M | - |
The University of Texas at Austin
| 5 years |
| Niki Siropoulou | F | - |
The University of Texas at Austin
| 2 years |
| Stephen Joseph O'Keefe | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 16 years |
| Scott Zambon | M | - |
The University of Texas at Austin
| 4 years |
| Brett Ashley Longoria | F | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 8 years |
| Catherine Sherman Woodruff | M | 73 |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 2 years |
| Maria Iannariello | M | - |
The University of Texas at Austin
| 2 years |
| Blake McWherter | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 5 years |
| Sam Rines | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 5 years |
| Jeff Culp | M | - |
The University of Texas at Austin
| 4 years |
| Raj Talluri | M | 61 |
The University of Texas at Austin
| 3 years |
| Robert Hatcher | M | 61 |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 2 years |
| Cathy A. Miller | F | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 5 years |
| Tom Roupe | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 3 years |
| Kathy Staples Boobar | F | - |
The University of Texas at Austin
| 3 years |
| Raymond C. Almgren | M | 58 |
The University of Texas at Austin
| 4 years |
| Mark Williamson | M | - |
The University of Texas at Austin
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Chase Robison
- Personal Network
