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Aaron Lee Gilman
Chief Investment Officer at IFP Advisors, Inc.
Network origin in Aaron Lee Gilman first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Florida
212
| College/University | Other Consumer Services | 212 |
IFP Advisors, Inc.
![]() IFP Advisors, Inc. Investment ManagersFinance IFP Advisors, Inc. (do-business-as Independent Financial Partners) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by William Hamm in 2000. IFP Advisors provides investment advisory services to individuals and institutional clients.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Aaron Lee Gilman via their personal network
Company | Sector | Related people | Main position |
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GARTNER, INC. | Internet Software/Services | Private Equity Investor Corporate Officer/Principal | |
Polen Capital Management LLC
![]() Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Investment Managers | Analyst-Equity | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity 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. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
WePay, Inc.
![]() WePay, Inc. Packaged SoftwareTechnology Services WePay, Inc. provides payments as a service for online platforms and marketplaces. It powers payments for online platforms, including Care.com, Constant Contact, FreshBooks, GoFundMe and Meetup. The firm protects its partners from risk and regulatory exposure, while supporting end-users. The company was founded by Richard B. Aberman and William D. Clerico in August 2008 and is headquartered in Redwood City, CA. | Packaged Software | Compliance Officer | |
University of Virginia | College/University | Graduate Degree Graduate Degree | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Graduate Degree | |
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. | College/University | Undergraduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Intrepid Capital Management, Inc. (Florida)
![]() Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Investment Managers | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income Analyst-Equity | |
Siemens AG Österreich
![]() Siemens AG Österreich Engineering & ConstructionIndustrial Services Siemens AG Österreich engages in the manufacture and sale of industrial products in the fields of electrical engineering, telecommunications engineering, measurement engineering, control engineering, machine building, as well as precision mechanics and related technologies. It also plans, executes, and sells all types of systems and system components for the production, transmission, and processing of information and energy. The company was founded on October 23, 1879 and is headquartered in Vienna, Austria. | Engineering & Construction | Corporate Officer/Principal | |
Millennium Management LLC
![]() Millennium Management LLC Investment ManagersFinance Millennium Management LLC is a SEC-investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Israel 'Izzy' Englander in 1989 and is a subsidiary of MLM Trust B LLC, itself a subsidiary of MLM Trust B. Millennium Management provides discretionary investment advisory services to private investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Georgia Institute of Technology | College/University | Graduate Degree Graduate Degree | |
Texas A&M University | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree | |
University of Central Florida | College/University | Graduate Degree Graduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Private Equity Investor | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance 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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Analyst | |
University of South Florida | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
The Florida Bar
![]() The Florida Bar Miscellaneous Commercial ServicesCommercial Services The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
NB Alternatives Advisers LLC
![]() NB Alternatives Advisers LLC Investment ManagersFinance NB Alternatives Advisers LLC is a Private Equity firm, a subsidiary of NB Alternatives Holdings LLC founded in 2005. The firm is headquartered in Dallas. | Investment Managers | Private Equity Investor | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | President | |
Dcode Capital LLC
![]() Dcode Capital LLC Investment ManagersFinance DCode Capital LLC (DCode Capital) is a venture capital firm founded by Meagan Metzer in 2019. The firm is headquartered in Washington, DC. | Investment Managers | Private Equity Analyst | |
Citi Ventures, Inc.
![]() Citi Ventures, Inc. Investment ManagersFinance Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
QUALCOMM Ventures
![]() QUALCOMM Ventures Investment ManagersFinance QUALCOMM Ventures (QUALCOMM Ventures) is a venture capital subsidiary of QUALCOMM, Inc. The firm is headquartered in San Diego, California. | Investment Managers | Corporate Officer/Principal | |
Iter Investments Management LLC
![]() Iter Investments Management LLC Investment ManagersFinance Iter Investments Management LLC (Iter Investments) is a venture capital firm founded in 2020 by Dustin Robinson and Robert Velarde. The firm is headquartered in Fort Lauderdale. | Investment Managers | Founder | |
Patreon, Inc.
![]() Patreon, Inc. Packaged SoftwareTechnology Services Patreon, Inc. operates as a funding platform for content creators. It offers business tools for creators to run a subscription content service. The company was founded by Samuel Yam and Jack Conte in May 2013 and is headquartered in San Francisco, CA. | Packaged Software | Compliance Officer | |
University of Florida Levin College of Law | College/University | Graduate Degree | |
Assurance Mezzanine Capital LLC
![]() Assurance Mezzanine Capital LLC Investment ManagersFinance Assurance Capital LLC (Assurance Capital) is a private equity firm founded in 2017 by Seth D. Ellis, David Ellis, and Anthony Yanni. The firm is headquartered in Orlando, Florida. | Investment Managers | Founder | |
Bloccelerate VC Management LLC
![]() Bloccelerate VC Management LLC Investment ManagersFinance Bloccelerate VC Investment Services LLC (Bloccelerate VC) is a venture capital firm founded in 2018 by Kate Mitselmakher. The firm is headquartered in Seattle, Washington. | Investment Managers | Chief Executive Officer | |
ZenLedger, Inc.
![]() ZenLedger, Inc. Packaged SoftwareTechnology Services ZenLedger, Inc. provides website featuring online non-downloadable software for crypto currency. The firm specializes in cryptocurrency tax management. The company was founded by Patrick Larsen, Bryan Starbuck, Drew Nordstrom, Saqib Rasool and Kumar T and is headquartered in Bellevue, WA. | Packaged Software | Director/Board Member | |
Moscow State University Lomonosov | College/University | Undergraduate Degree | |
Shoreline Equity Partners LLC
![]() Shoreline Equity Partners LLC Investment ManagersFinance Shoreline Equity Partners LLC (Shoreline Equity Partners) is a private equity firm founded in 2018 by Michael Hand and Peter Franz. The firm is headquartered in Neptune Beach, Florida. | Investment Managers | Private Equity Investor | |
The University of Tampa, Inc.
![]() The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Masters Business Admin | |
Pave America LLC
![]() Pave America LLC Engineering & ConstructionIndustrial Services Pave America LLC is a leading provider of asphalt and concrete solutions, offering maintenance, repair, milling, striping, and sealcoating services to commercial, industrial, HOA, utility, and municipal customers. The private company is based in Warrenton, VA, and the CEO of the company is Tom York. The company has over 1,400 employees and provides nationwide coverage through an extensive self-perform and outsourced vendor model. Pave America serves a range of markets, including condominiums, townhomes, educational facilities, healthcare facilities, hotels, municipalities, and retailers. The company has over three decades of experience and a portfolio of world-class projects. | Engineering & Construction | Director/Board Member | |
CDL Marketing Group LLC
![]() CDL Marketing Group LLC Internet Software/ServicesTechnology Services CDL Marketing Group LLC operates as a data-driven martech company. The firm provides digital solutions for truck driver recruitment and education enrolments. The company was founded by Ben Onnie and Craig Jablonski in 2010 and is headquartered in Royal Oak, MI. | Internet Software/Services | Director/Board Member | |
Kapor Capital Management Co LLC
![]() Kapor Capital Management Co LLC Investment ManagersFinance Kapor Capital Management Co LLC (Kapor Capital) is a venture capital firm founded in 1999 by Freada Kapor Klein and Mitchell David Kapor. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
DataCule, Inc.
![]() DataCule, Inc. Packaged SoftwareTechnology Services DataCule, Inc. develops molecular data storage technology. The company is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
San Francisco Equity Partners
![]() San Francisco Equity Partners Investment ManagersFinance SF Equity Partners Management LLC (San Francisco Equity Partners) is a private equity firm founded in 2005 by Scott Potter. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Harvard Law School | College/University | Graduate Degree | |
BrüMate, Inc.
![]() BrüMate, Inc. Metal FabricationProducer Manufacturing BrüMate, Inc. engages in the brewing of beverages. The company was founded by Dylan Jacob on May 3, 2016 and is headquartered in Fort Lauderdale, FL. | Metal Fabrication | Director/Board Member |
Statistics
International
United States | 42 |
Austria | 2 |
Russia | 2 |
Sectoral
Finance | 21 |
Consumer Services | 13 |
Technology Services | 7 |
Industrial Services | 3 |
Non-Energy Minerals | 2 |
Operational
Undergraduate Degree | 99 |
Graduate Degree | 79 |
Corporate Officer/Principal | 60 |
Analyst-Equity | 49 |
Private Equity Investor | 48 |
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