Tom Roupe
Chief Executive Officer at Avalon Investment Partners LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Willie Langston | M | - |
Stanford University
Avalon Investment Partners LLC
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. | 26 years |
| John M. Cioffi | M | 66 |
Stanford University
| 42 years |
| Peter D. O'Hanley | M | 73 |
Stanford University
| 39 years |
| Phyllis Gardner | M | 73 |
Stanford University
| 40 years |
| Krishna C. Saraswat | M | 77 |
Stanford University
| 41 years |
| Mark A. Horowitz | M | 66 |
Stanford University
| 40 years |
| Bradford W. Parkinson | M | 89 |
Stanford University
| 40 years |
| Bruce A. Wooley | M | 80 |
Stanford University
| 40 years |
| Allan Merrill | M | 58 |
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. | 32 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Henry Lartigue | 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. | 22 years |
| Andrea Bell | M | - |
Stanford University
| 7 years |
| Raj Atluru | M | 54 |
Stanford University
| 10 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 |
| Chase Robison | 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. | 7 years |
| Jorge Titinger | M | 62 |
Stanford University
| 7 years |
| Geoff S. Keith | M | - |
Stanford University
| 5 years |
| Robert Brown | M | - |
Stanford University
| 5 years |
| Faisal Hamad bin Abdullah Al-Sugair | M | 64 |
Stanford University
| 5 years |
| Luis R. Penalver | M | - |
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. | 3 years |
| Tim Brien | M | - |
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.
Stanford University
| 7 years |
| Sanjay Gopal Bhatnagar | M | 58 |
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.
Stanford University
| 6 years |
| Madison Woodward | 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. | 10 years |
| Daniel Jouke Grasman | M | - |
Stanford University
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. | 5 years |
| George Koutentakis | M | - |
Stanford University
| 4 years |
| Tobin C. Island | M | 57 |
Stanford University
| 5 years |
| Augie Fabela | M | 58 |
Stanford University
| 5 years |
| Harold H. Montgomery | M | 64 |
Stanford University
| 2 years |
| Shahin Sharifzadeh | M | 59 |
Stanford University
| 4 years |
| Linda Ginsburg | F | - |
Stanford University
| 5 years |
| Chris Jones | M | 56 |
Stanford University
| 5 years |
| Nasser Mustafa Mohamed Saad Khraishi | M | 62 |
Stanford University
| 5 years |
| Mani Sadeghi | M | 60 |
Stanford University
| 4 years |
| Mohammad Ali Hassan Mohammad Ikwan | M | - |
Stanford University
| 3 years |
| Jennifer Wu | F | - |
Stanford University
| 9 years |
| YONG TAO | M | - |
Stanford University
| 7 years |
| Susan Bryenton | F | - |
Stanford University
| 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 |
| Chris Halaska | 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 |
| Amar Hamoudi | M | - |
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. | 9 years |
| Yeong-Jun Kim | M | 62 |
Stanford University
| 8 years |
| Chuck Stonecipher | M | - |
Stanford University
| 5 years |
| Julia Sze | F | 57 |
Stanford University
| 5 years |
| Mark V. Matthews | M | - |
Stanford University
| 6 years |
| Tsu-Jae Liu | M | 60 |
Stanford University
| 6 years |
| Peter Vincent Landin | M | - |
Stanford University
| 7 years |
| Martin Fischer | M | 64 |
Stanford University
| 5 years |
| Alan W. Marty | M | - |
Stanford University
| 2 years |
| Stephen Fisher | M | 60 |
Stanford University
| 5 years |
| Charles C. Young | M | - |
Stanford University
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. | 7 years |
| Christopher Petti | M | - |
Stanford University
| 7 years |
| Penny Pritzker | F | 65 |
Stanford University
| - |
| Biondo L. Biondi | M | - |
Stanford University
| 3 years |
| H. C Ursula Keller | M | 65 |
Stanford University
| 3 years |
| Michelangelo Volpi | M | 57 |
Stanford University
| 5 years |
| Chuck Hadley | M | - |
Stanford University
| 5 years |
| Peter St. Geme | M | - |
Stanford University
| 5 years |
| Steve J. Rosston | M | 64 |
Stanford University
| 3 years |
| John Black | M | 64 |
Stanford University
| 6 years |
| Jeff Phelps | 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. | 15 years |
| Bradley Robert Kent | M | - |
Stanford University
| 5 years |
| Kenneth McBride | M | 56 |
Stanford University
| 6 years |
| William Duhamel | M | - |
Stanford University
| 7 years |
| Michael Thomas Cahill | M | - |
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.
Stanford University
| 7 years |
| Bernhard E. Boser | M | - |
Stanford University
| 4 years |
| Steve Jurvetson | M | 57 |
Stanford University
| 5 years |
| Tzar Kuoi Li | M | 59 |
Stanford University
| 4 years |
| Steven Humphreys | M | 62 |
Stanford University
| 4 years |
| Charles J. Jacklin | M | 69 |
Stanford University
| 10 years |
| Stelleo Tolda | M | 55 |
Stanford University
| 5 years |
| Ryan A. Harris | M | - |
Stanford University
| 6 years |
| Tim D. Keyes | M | - |
Stanford University
| 8 years |
| Jeff T. Soukup | M | 58 |
Stanford University
| 4 years |
| Rob Romero | M | - |
Stanford University
| 5 years |
| J. B. Holston | M | - |
Stanford University
| 3 years |
| M. Robinson | M | - |
Stanford University
| 5 years |
| Frank Lexa | M | - |
Stanford University
| 4 years |
| Samer Hamadeh | M | - |
Stanford University
| 5 years |
| Becca Braun | F | - |
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. | 4 years |
| Robert Reay | M | 63 |
Stanford University
| 5 years |
| Gdaliahoo Krieger | M | 75 |
Stanford University
| 4 years |
| Bart Foster | M | - |
Stanford University
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. | 7 years |
| Jim Chung | M | - |
Stanford University
| 5 years |
| Pete Higgins | M | - |
Stanford University
| 7 years |
| T. J. Jubeir | M | - |
Stanford University
| 4 years |
| Blake Grossman | M | 61 |
Stanford University
| 5 years |
| John D. Osteraas | M | 69 |
Stanford University
| 3 years |
| Steven Zahm | M | 60 |
Stanford University
| 4 years |
| Bryan Cameron | M | - |
Stanford University
| 2 years |
| Karen G. Inal | F | - |
Stanford University
| 4 years |
| Wayne Manning Cooperman | M | 58 |
Stanford University
| 4 years |
| Richard L. Dickson | M | - |
Stanford University
| 4 years |
| Mark Rentschler | M | - |
Stanford University
| 3 years |
| Karen Elizabeth Parker Feld | M | - |
Stanford University
| 5 years |
| Robert J. Merrick | M | 79 |
Stanford University
| 4 years |
| Charlie Pollnow | M | - |
Stanford University
| 2 years |
| Jim Feuille | M | 65 |
Stanford University
| 2 years |
| Mark Peter Roemer | M | 60 |
Stanford University
| 2 years |
| Ken Pentimonti | M | - |
Stanford University
| 4 years |
| Thomas L. MacMitchell | M | - |
Stanford University
| 4 years |
| Howard Lau | M | - |
Stanford University
| 4 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
- Tom Roupe
- Personal Network
