Jason Howard Lindquist
Director of Investments at Aegis Wealth Group LLC
Network origin in Jason Howard Lindquist first degree
Entity | Entity type | Industry | |
---|---|---|---|
Indiana University
463
| College/University | Other Consumer Services | 463 |
Brigham Young University
130
| College/University | Other Consumer Services | 130 |
Aegis Wealth Group LLC
Aegis Wealth Group LLC Investment ManagersFinance Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason Howard Lindquist via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ELI LILLY AND COMPANY | Pharmaceuticals: Major | Corporate Officer/Principal Corporate Officer/Principal | |
LIFEVANTAGE CORPORATION | Pharmaceuticals: Other | Director/Board Member | |
Wexford Capital LP
Wexford Capital LP Investment ManagersFinance Wexford Capital LP (Wexford) is an independent, SEC-registered investment advisor headquartered in West Palm Beach, Florida with additional office in Stamford, Connecticut. The firm was founded by Charles Davidson, Joseph Jacobs and Robert Holtz in 1994. Wexford provides investment advice to a variety of private pooled investment vehicles over which the firm has discretionary trading authority. | Investment Managers | Corporate Officer/Principal | |
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 | |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Kelley School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
Elevate Ventures, Inc.
Elevate Ventures, Inc. Investment ManagersFinance Elevate Ventures, Inc (Elevate Ventures) is a venture capital firm founded in 2010. The firm is headquartered in Indianapolis. | Investment Managers | Corporate Officer/Principal Chief Operating Officer 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 Corporate Officer/Principal Analyst-Equity | |
Carelon Palliative Care, Inc.
Carelon Palliative Care, Inc. Medical/Nursing ServicesHealth Services Aspire Health, Inc. provides healthcare services. It specializes in providing an extra layer of support to patients facing a serious illness. The firm’s clinicians are experts in providing patients with relief from the symptoms, pain, and stress of a serious illness, helping patients and caregivers navigate the healthcare system, guiding patients and caregivers through difficult and complex treatment choices and providing emotional and spiritual support to patients and their families. The company was founded by Brad Smith and William H. Frist, Sr. in 2011 and is headquartered in Nashville, TN. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
ClearObject, Inc.
ClearObject, Inc. Packaged SoftwareTechnology Services Clearobject, Inc. provides software-as-a-service and virtual private clouds for IBM development and asset management tools. It engages in bringing enterprise applications to the cloud, enabling global collaborative development, and production and analysis of software and products in real time on individual, secure, and private hybrid cloud environments. The company was founded by Vishal Kapashi and Paul Young in 2010 and is headquartered in Fishers, IN. | Packaged Software | Director/Board Member Director/Board Member | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Doctorate Degree Undergraduate Degree | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
213 Management LLC
213 Management LLC Investment ManagersFinance 213 Management LLC (213 Management) is a venture capital firm founded in 2003 by Bob Shapiro and Nick Rosa. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Private Equity Investor | |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Stanford University | College/University | Masters Business Admin Doctorate Degree | |
PricewaterhouseCoopers International Ltd.
PricewaterhouseCoopers International Ltd. Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Consultant / Advisor Corporate Officer/Principal | |
Westminster College (Utah) | College/University | Masters Business Admin Masters Business Admin | |
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 | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin | |
MBX Biosciences, Inc.
MBX Biosciences, Inc. Electronic Equipment/InstrumentsElectronic Technology MBX Biosciences, Inc. operates as a preclinical-stage biotech company. It creates therapies to treat rare endocrine diseases. The company was founded by Peter Kent Hawryluk and Timothy Knickerbocker and is headquartered in Carmel, IN. | Electronic Equipment/Instruments | Founder Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
DLA Piper LLP (United States)
DLA Piper LLP (United States) Miscellaneous Commercial ServicesCommercial Services DLA Piper LLP provides legal services to clients. It offers services in the areas of corporate and securities, venture capital and emerging companies, litigation. The company was founded in 2005 and it is headquartered in Baltimore, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Analyst-Fixed Income | |
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 | Analyst-Equity | |
Credit Suisse (New York Securities Branch)
Credit Suisse (New York Securities Branch) Investment Banks/BrokersFinance Credit Suisse (New York Securities Branch) is based in New York, NY. Part of UBS Group AG, Credit Suisse (New York Securities Branch) is a company that provides investment banking and financial services. | Investment Banks/Brokers | Corporate Officer/Principal | |
Homie Technology, Inc.
Homie Technology, Inc. Real Estate DevelopmentFinance Homie Technology, Inc. builds a technology company that streamlines real estate transactions. It is a place where buyers and sellers of homes can meet, negotiate, and transact, saving both sides tons of money. The company was founded by John Hanna, Michael Peregrina, Matthew Thorne and Michael Trionfo in 2015 and is headquartered in South Jordan, UT. | Real Estate Development | Director/Board Member | |
Album Ventures LLC
Album Ventures LLC Investment ManagersFinance Album Ventures LLC (Album Ventures) is a venture capital firm founded in 2007 by Sid Krommenhoek, John Mayfield & Diogo Myrrha. The firm is headquartered in Lehi, Utah. | Investment Managers | Private Equity Investor | |
BoomStartup LLC
BoomStartup LLC Investment ManagersFinance BoomStartup LLC (BoomStartup) is a venture capital subsidiary of Assure Holdings Corp. founded in 2010 by Robb L. Kunz Jr. and John E. Richards. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Investor | |
Peak Capital Partners LLC
Peak Capital Partners LLC Investment ManagersFinance Peak Capital Partners LLC acquires and manages multifamily properties and student apartment communities. It offers conventional and affordable apartment units in places like Utah, Texas, Colorado, and North Carolina. The company was founded by Jeffrey D. Burningham, Jeffrey C. Danley, and Jamie Dunn in 2007 and is headquartered in Provo, UT. | Investment Managers | Founder | |
Sunshine Heroes Foundation | Director/Board Member | ||
Global Infrastructure Management LLP | Investment Managers | Corporate Officer/Principal | |
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients. | Investment Managers | Portfolio Manager-Equities | |
FIRT PHYS | Miscellaneous Commercial Services | Director of Finance/CFO | |
PharMEDium Healthcare Holdings, Inc.
PharMEDium Healthcare Holdings, Inc. Medical SpecialtiesHealth Technology PharMEDium Healthcare Holdings, Inc. engages in the manufacture and sale of outsourced compounded sterile preparations to acute care hospitals, free-standing hospital outpatient departments, and ambulatory surgery centers. The company was founded in 2003 and is headquartered in Lake Forest, IL. | Medical Specialties | Human Resources Officer | |
Anaconda, Inc.
Anaconda, Inc. Packaged SoftwareTechnology Services Anaconda, Inc. develops open source analytics platform. Its products are Anaconda Distribution and Anaconda Enterprise. The company was founded by Travis Oliphant, Hugo Shi, and Peter Wang in 2012 and is headquartered in Austin, TX. | Packaged Software | Founder | |
OPTEX SYSTEMS HOLDINGS, INC | Electronic Components | Director/Board Member | |
OTELCO INC. | Specialty Telecommunications | Director/Board Member |
Statistics
International
United States | 46 |
United Kingdom | 3 |
New Zealand | 2 |
Switzerland | 2 |
Sectoral
Finance | 22 |
Consumer Services | 11 |
Commercial Services | 8 |
Health Technology | 4 |
Technology Services | 4 |
Operational
Director/Board Member | 134 |
Corporate Officer/Principal | 111 |
Undergraduate Degree | 96 |
Analyst-Equity | 57 |
Private Equity Investor | 49 |
Most connected contacts
Insiders | |
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Aditya Malhotra | 25 |
Matt J. Downs | 18 |
Zachary Posner | 17 |
Craig Abrahams | 17 |
Richard DiMarchi | 16 |
Jason Y. Zhang | 13 |
Ryan Pfenninger | 13 |
Logan Burt | 13 |
Shane Tiemann | 13 |
Tanya L. Hayes | 12 |
Phillip M. Lodato | 12 |
Eric M. Meslin | 11 |
Stephen Hagan | 11 |
Dayton Judd | 10 |
Travis Oliphant | 10 |
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