Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker)
Investment Banks/BrokersFinance
Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.
Dennis J. Sabo
Analyst-Equity
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.
Neal Deaton
Jack Hardin
Jonathan Ricketts
Analyst-Equity
Analyst-Equity
Analyst-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.
Dennis J. Sabo
Zaki Colabawala
Corporate Officer/Principal
Analyst-Equity
Edge Capital Partners LLC
Edge Capital Partners LLC
Investment ManagersFinance
Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA.
Stephen Angelo Halkos
Howell Hollis
Director/Board Member
Director/Board Member
Parsec Financial Management, Inc.
Parsec Financial Management, Inc.
Investment ManagersFinance
Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
Neal Deaton
Investment Committee Member
Curi RMB Capital LLC
Curi RMB Capital LLC
Investment ManagersFinance
Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
Anton Schutz
Portfolio Manager-Equities
Stephen Angelo Halkos
Corporate Officer/Principal
Southern Methodist University
Southern Methodist University
Other Consumer ServicesConsumer Services
Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.
Will Guthrie
Undergraduate Degree
Howell Hollis
Undergraduate Degree
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp.
Investment ManagersFinance
Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Rochester, New York. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC.
Anton Schutz
Chief Executive Officer
William deButts
Masters Business Admin
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc.
Investment ManagersFinance
Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.
Zaki Colabawala
Analyst-Equity
Edge Advisors LLC
Edge Advisors LLC
Investment ManagersFinance
Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth.
Dennis J. Sabo
William deButts
Stephen Angelo Halkos
Howell Hollis
Brendan Keelan
Kendrick Mattox
Jacobi Padgett
Will Guthrie
Analyst-Equity
Portfolio Manager-Equities
Analyst-Equity
Director of Research - Equity
Director of Research - Equity
Portfolio Manager-Equities
Director of Research - Equity
Analyst-Equity
Dennis J. Sabo
Zaki Colabawala
Carter Grimes
Masters Business Admin
Undergraduate Degree
Undergraduate Degree
William deButts
Kendrick Mattox
Harry Jones
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Stephen Angelo Halkos
Kendrick Mattox
Masters Business Admin
Masters Business Admin
Jacobi Padgett
Undergraduate Degree
Brendan Keelan
Undergraduate Degree
Howell Hollis
Masters Business Admin
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Investment Banks/BrokersFinance
Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).
Jackson Buonamia
Analyst-Equity
BofA Securities, Inc.
BofA Securities, Inc.
Investment Banks/BrokersFinance
BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.
Jackson Buonamia
Analyst-Equity
Flexpoint Ford LLC
Flexpoint Ford LLC
Investment ManagersFinance
Flexpoint Ford LLC (Flexpoint Ford) is a private equity firm founded in 2005 by Donald Joseph Edwards, Ethan Abraham Budin and Charles Earle Glew. The firm is headquartered in Chicago, Illinois with an additional office in New york.
Jackson Buonamia
Private Equity Analyst
UPS Capital Corp.
UPS Capital Corp.
Finance/Rental/LeasingFinance
UPS Capital Corp. is focused primarily on providing financial services to businesses whose supply chains span international borders, such as U.S.-based businesses that manufacture or import goods overseas for sale in the U.S. The company was founded in 1998 and is headquartered in Atlanta, GA.
Stephen Angelo Halkos
Corporate Officer/Principal
Stephen Angelo Halkos
Undergraduate Degree
Ellis Davis
Undergraduate Degree
University of Miami
University of Miami
Other Consumer ServicesConsumer Services
University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.
Dennis J. Sabo
Undergraduate Degree
Marstone, Inc.
Marstone, Inc.
Internet Software/ServicesTechnology Services
Marstone, Inc. is a digital investment and planning platform that aims to enhance financial literacy, deepen financial inclusion, and humanize finance for all. The company is based in New York, NY and was founded by Robert Stone and Margaret J. Hartigan. The company provides an enterprise-ready solution that enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances. Marstone has comprehensive integrations with custodians, core banking platforms, account aggregation platforms, and investment managers. Margaret J. Hartigan has been the CEO since incorporation.
Anton Schutz
Director/Board Member
Professional Bank (Coral Gables, Florida)
Professional Bank (Coral Gables, Florida)
Regional BanksFinance
Professional Bank operates as a state charted commercial bank. It offers personal and business banking services. The firm also provides home, portfolio and conventional loans. The company was founded in 2008 and is headquartered in Coral Gables, FL.
Anton Schutz
Director/Board Member
Mendon Venture Partners LP
Mendon Venture Partners LP
Investment ManagersFinance
Mendon Venture Partners LP (Mendon Venture Partners) is a venture capital firm founded by Anton Schutz, Andrew Marquardt, Dan Goldfarb and John Clausen. The firm is headquartered in Manhattan, New York.
Anton Schutz
Founder
Anton Schutz
Masters Business Admin
Equitus Corp.
Equitus Corp.
Miscellaneous Commercial ServicesCommercial Services
Equitus Corp. operates as a consulting and technology compnay. It offers transformation concept development, cyber and technology integration, complex problem solving, knowledge management and technology assessment services. The firm also provides independent evaluations of contract performance and relevancy assessments and strategies. The company was founded by Robert Edward Guidry in 2008 and is headquartered in Clearwater, FL.
Anton Schutz
Director/Board Member
RBC Wealth Management
RBC Wealth Management
Investment ManagersFinance
RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.
Anton Schutz
Corporate Officer/Principal
Davenport & Co. LLC (Broker)
Davenport & Co. LLC (Broker)
Investment Banks/BrokersFinance
A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services.Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services.They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies.They are a member of the SIPC.
Neal Deaton
Analyst-Equity
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker)
Investment Banks/BrokersFinance
BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies.BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs.BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.
Neal Deaton
Analyst-Equity
Neal Deaton
Undergraduate Degree
Neal Deaton
Masters Business Admin
First Personal Financial Services, Inc.
First Personal Financial Services, Inc.
Investment ManagersFinance
First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families.
Neal Deaton
Analyst-Equity
Jonathan Ricketts
Graduate Degree