Stephens, Inc.
Stephens, Inc.
Investment Banks/BrokersFinance
Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.
Blake Richardson
Andrew Hall
Corporate Officer/Principal
Analyst-Equity
Kevin Moore
Michael DeSalvo
Consultant / Advisor
Corporate Officer/Principal
Salem Investment Counselors, Inc.
Salem Investment Counselors, Inc.
Investment ManagersFinance
Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US.
Lynwood E. Williams
Analyst-Equity
HarbourVest Partners LLC
HarbourVest Partners LLC
Investment ManagersFinance
HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world.
Steve J. Campfield
Frank Schwahn
Private Equity Analyst
Private Equity Analyst
Truist Bank
Truist Bank
Regional BanksFinance
Truist Bank provides financial services. Its services include banking, lending, insurance, trust, and wealth management solutions. The firm offers services to businesses, public agencies, local governments, and individuals. The company was founded in 1872 and is headquartered in Winston-Salem, NC.
John Allison
Jamie Bourgeois
Chairman
Corporate Officer/Principal
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc.
Investment ManagersFinance
Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.
Russell Lee Knox
Brian C. Powers
Robert Ozbun
Ryan Joshua Friedl
Portfolio Manager-Fixed Income
Analyst-Equity
Corporate Officer/Principal
Trading-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.
Stephen J. Weaver
Braden French
Corporate Officer/Principal
Private Equity Investor
Spur Capital Partners LLC
Spur Capital Partners LLC
Investment ManagersFinance
Spur Capital Partners LLC (Spur Capital Partners) is a venture capital firm founded in 2001 by Paul Fetsch, Paul Gompers, Joan Conniff Heidorn, and Brad Kelly. The firm is headquartered in Bartlesville, Oklahoma.
Eric Fredrick
Kevin Moore
Corporate Officer/Principal
Private Equity Investor
Northern Brewer LLC
Northern Brewer LLC
Specialty StoresRetail Trade
Northern Brewer LLC engages in the supply and retail of home brewing, winemaking, beer kits, and equipment. It also offers beer recipe kits, kombucha, and cheese making. The company was founded by Christopher Farley in October 1993 and is headquartered in Roseville, MN.
Jack Myers
Director/Board Member
Fred Wightman
Bret A. Doucette
Graduate Degree
Undergraduate Degree
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.
Michael Finneran
Private Equity Investor
Saw Mill Capital LLC
Saw Mill Capital LLC
Investment ManagersFinance
Saw Mill Capital LLC (Saw Mill Capital) is a private equity firm founded in 1997 by Howard D. Unger. The firm is headquartered in Briarcliff Manor, New York.
Kenneth A. Foskett
Private Equity Investor
Brookwood Associates LLC
Brookwood Associates LLC
Financial ConglomeratesFinance
Brookwood Associates LLC provides investment banking services for middle-market companies. It offers a comprehensive range of investment banking services to middle-market companies that include buyer and seller services, private capital services, financial restructuring and advisory services. The company was founded by Robert S. Winborne in 1989 and is headquartered in Atlanta, GA.
Michael Finneran
Private Equity Analyst
Travis Meldau
Jamie Bourgeois
Undergraduate Degree
Undergraduate Degree
Lynwood E. Williams
Graduate Degree
Fordham University
Fordham University
Other Consumer ServicesConsumer Services
Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.
Thomas L. Cook
Graduate Degree
Lynwood E. Williams
Undergraduate Degree
Drew Russell
Masters Business Admin
John Allison
Thomas W. Bunn
Undergraduate Degree
Masters Business Admin
Richard Johnson Brownlow
Undergraduate Degree
Capitala Investment Advisors LLC
Capitala Investment Advisors LLC
Investment ManagersFinance
Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.
Adam Richeson
Patrick Wells
Private Equity Investor
Private Equity Analyst
Brown Brothers Harriman Capital Partners
Brown Brothers Harriman Capital Partners
Investment ManagersFinance
Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.
Eric J Huppert
C Bren Hall
Private Equity Investor
Private Equity Investor
SPP Management Services LLC
SPP Management Services LLC
Investment ManagersFinance
SPP Management Services LLC (Summit Park) is a private equity firm founded in 2006 by Robert G Calton and James L Johnson. The firm is headquartered in Charlotte, North Carolina.
Michael Finneran
Jon McCarthy
Private Equity Analyst
Private Equity Investor
Blackstreet Capital Management LLC
Blackstreet Capital Management LLC
Investment ManagersFinance
Blackstreet Capital Management LLC is an Independent Private Equity firm founded in 2002 by Murry Neal Gunty. The firm is headquartered in Bethesda.
Jack Myers
Private Equity Investor
American Money Management Corp.
American Money Management Corp.
Investment ManagersFinance
American Money Management Corp. (AMMC) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1973 and they are a direct, wholly-owned subsidiary of American Financial Group, Inc. (AFG) (NYSE: AFG). AMMC provides investment management services to AFG, its subsidiaries and certain third-party pooled investment vehicles that are organized as private funds.
Matt A. Hill
Analyst-Fixed Income
PPC Investment Partners LP
PPC Investment Partners LP
Investment ManagersFinance
PPC Investment Partners LP (PPC Investment Partners) is a private equity firm founded in 2002 by Tony N. Pritzker and Jay Robert Pritzker. The firm is headquartered in Chicago, Illinois.
Phillip Iler
Private Equity Investor
Northwestern Mutual Capital LLC
Northwestern Mutual Capital LLC
Investment ManagersFinance
Northwestern Mutual Capital LLC (Northwestern Mutual Capital) is a private equity firm founded in 1980. The firm is headquartered in Milwaukee, Wisconsin.
Kevin Moore
Consultant / Advisor
Plains Ventures
Plains Ventures
Investment ManagersFinance
Plains Ventures (Plains Ventures) is a venture capital subsidiary of i2E Inc founded in 2002. The firm is headquartered in Oklahoma City.
V. Hargis
Kevin Moore
Justin Wilson
Stacey Brandhorst
Private Equity Investor
Private Equity Investor
President
Private Equity Investor
Envoy Global, Inc. (Illinois)
Envoy Global, Inc. (Illinois)
Packaged SoftwareTechnology Services
Envoy Global, Inc. provides online immigration and visa application process services. Its patented online process guarantees fast response times, easy access to case information and comprehensive customer support. The firm offers business immigration services that include work visas, permits and permanent resident assistance, and employment compliance; online visa process services for human resource (HR) and employees; corporate immigration and Form I-9 compliance services; and travel, work, and family visas for individuals. The company was founded by Robert C. Meltzer in 1998 and is headquartered in Chicago, IL.
Michael Finneran
Director/Board Member
Jack Myers
Director/Board Member
Lexington Partners LP
Lexington Partners LP
Investment ManagersFinance
Lexington Partners LP (Lexington Partners) is a private equity firm, a subsidiary of Franklin Resources Inc founded in 1994 by Brent R. Nicklas. The firm is headquartered in New York.
Thomas L. Cook
Private Equity Analyst
Wells Fargo Securities LLC
Wells Fargo Securities LLC
Investment Banks/BrokersFinance
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.
Martha Masiarz
Analyst-Equity
Wes Day
Masters Business Admin
Phillip Iler
Masters Business Admin
Bijoux Nouveau, Inc.
Bijoux Nouveau, Inc.
Apparel/Footwear RetailRetail Trade
Bijoux Nouveau, Inc. engages in the wholesale and retail of apparel and fashion products. It offers watches, jewelry, handbags, pashminas, hats, and other soft goods. The company’s brands include Bijoux Terner, AdiXion, and B You. The firm sells its products on a wholesale basis to travel market retail operators that operate duty free retail stores on-board cruise ships, and in airports, casinos, and international resort destinations, and to select national food and drug retail chains. Bijoux Nouveau was founde on May 31, 2013 and is headquartered in Miami, FL.
Jack Myers
Director/Board Member
Dyehard Fan Supply LLC
Dyehard Fan Supply LLC
Specialty StoresRetail Trade
Dyehard Fan Supply LLC engages in the provision of merchandise marketing and e-commerce services. The company was founded on June 19, 2017 and is headquartered in Winston-Salem, NC.
Wes Day
Director/Board Member
Revelxp LLC
Revelxp LLC
Information Technology ServicesTechnology Services
Revelxp LLC provides hospitality solutions. The company is based in Opelika, AL. The company was founded in 2009 by Michael Otwell, Parker Edward Duffey. The CEO is Ray DeWeese.
Wes Day
Director/Board Member
Blackstreet Capital Holdings LLC
Blackstreet Capital Holdings LLC
Miscellaneous Commercial ServicesCommercial Services
Blackstreet Capital Holdings LLC operates as equity and debt holding company with interests in education, consumer finance, and sports and entrainment. It is a diversified operating company that opportunistically purchases underperforming small businesses and helps restore them to profitability. The company was founded by Murry Neal Gunty and Lawrence S. Berger in 2015 and is headquartered in Chevy Chade, MD.
Jack Myers
Corporate Officer/Principal
Red Apple Stores, Inc.
Red Apple Stores, Inc.
Specialty StoresRetail Trade
Red Apple Stores, Inc. engages in the operation of retail stores. It offers clothing, home, and food products. The company is headquartered in Mississauga, Canada.
Jack Myers
Director/Board Member
Wes Day
Director/Board Member
Serac Ventures
Serac Ventures
Investment ManagersFinance
Serac Ventures ( Serac Ventures ) is a venture capital firm founded in 2022 by Kevin Moore. The firm is headquartered in United States.
Kevin Moore
Founder
Teall Capital Partners LLC
Teall Capital Partners LLC
Investment ManagersFinance
Teall Capital Partners LLC (Teall Capital Partners) is a private equity firm founded in 2017 by Ben C Sutton. The firm is headquartered in Winston-Salem, North Carolina.
Wes Day
Private Equity Investor
Wes Day
Director/Board Member