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Network origin in Alan Francis Morel first degree
Entity | Entity type | Industry | |
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J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
![]() J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance .J.B. Hilliard, W.L. Lyons LLC (Investment Management) (Hilliard Lyons-IM) is the investment management division of J.J.B. Hilliard, W.L. Lyons LLC. They are a subsidiary of HL Financial Services LLC and their ultimate parent is Houchens Industries, Inc. The firm is headquartered in Louisville, Kentucky and was founded in 1965. Through their predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services Group. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons' own employees and Houchens Industries, Inc. of Bowling Green, Kentucky. Hilliard Lyons-IM provides investment services a variety of clients, including individuals, charitable organizations, corporations, ERISA accounts, and IRA accounts.
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| Extinct | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alan Francis Morel via their personal network
Company | Sector | Related people | Main position |
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PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | President | |
DePauw University | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin | |
HL Financial Services LLC
![]() HL Financial Services LLC Financial ConglomeratesFinance HL Financial Services LLC operates as a blank check company with interest in acquisitions and merges. The company is headquartered in Louisville, KY. | Financial Conglomerates | Corporate Officer/Principal | |
Fund for the Arts
![]() Fund for the Arts Miscellaneous Commercial ServicesCommercial Services Fund for the Arts supports art organizations. The company is headquartered in , KY. | Miscellaneous Commercial Services | Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
![]() Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Chairman | |
Robert W. Baird & Co., Inc.
![]() Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member | |
Washington & Lee University | College/University | Undergraduate Degree | |
Atlas Brown, Inc.
![]() Atlas Brown, Inc. Investment ManagersFinance Atlas Brown, Inc. is an independent registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by William “Wayne” Hancock in 2004. Atlas Brown provides investment management solutions combined with their suite of Family Office Services offered primarily to individuals and their families, which includes high net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. | Investment Managers | Chief Executive Officer | |
New Covenant Trust Co., NA
![]() New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous Founded in 1998, New Covenant Trust Co., NA is a nationally chartered trust bank. They are a for-profit subsidiary of the Presbyterian Foundation and are located in Jeffersonville, Indiana. New Covenant Trust Co. provides financial planning, investment management and trust services to individuals and institutions throughout the US. They are also known as One Compass Advisors. | Investment Trusts/Mutual Funds | Portfolio Manager-Equities | |
New Covenant Funds | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
University of Louisville | College/University | Undergraduate Degree | |
University of Evansville | College/University | Undergraduate Degree |
Statistics
International
United States | 17 |
Sectoral
Finance | 8 |
Consumer Services | 6 |
Commercial Services | 3 |
Miscellaneous | 3 |
Operational
Corporate Officer/Principal | 6 |
Chief Executive Officer | 4 |
Chairman | 4 |
Undergraduate Degree | 4 |
President | 3 |
Most connected contacts
Insiders | |
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Jim Allen | 9 |
Joe Heintzman | 5 |
Scott Robinson | 4 |
Cory Joe Gerkin | 2 |
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