Ann Loden Roberts
Chief Executive Officer at Weaver C. Barksdale & Associates, Inc.
Network origin in Ann Loden Roberts first degree
Entity | Entity type | Industry | |
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Weaver C. Barksdale & Associates, Inc.
Weaver C. Barksdale & Associates, Inc. Investment ManagersFinance Weaver C. Barksdale & Associates, Inc., dba Barksdale Investment Management (BIM), is an independent, SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Weaver C. Barksdale in 1984. BIM provides highly customized fixed income and equity management primarily to institutional clients.
16
| Private Company | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ann Loden Roberts via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Massachusetts Mutual Life Insurance Co.
Massachusetts Mutual Life Insurance Co. Life/Health InsuranceFinance Massachusetts Mutual Life Insurance Co. provides financial life insurance services. It offers annuities, disability income insurance, investments, long term care and wealth management, and retirement plans. The company was founded on May 15, 1851 and is headquartered in Springfield, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Regions Investment Management, Inc.
Regions Investment Management, Inc. Investment ManagersFinance Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients. | Investment Managers | Corporate Officer/Principal | |
Northern Capital Securities Corp.
Northern Capital Securities Corp. Investment Banks/BrokersFinance Northern Capital Securities Corp. provides expert perspectives on changes in the fixed income markets, sector analysis, portfolio strategies and implications to institutional investors. The private company is based in Andover, MA. The company's client service teams are made up of highly experienced multi-disciplinary specialists. The CEO of the company is David Oldaker. | Investment Banks/Brokers | Corporate Officer/Principal | |
Longfellow Investment Management Co. LLC
Longfellow Investment Management Co. LLC Investment ManagersFinance Founded in 1986 by John Ciarleglio and David Seeley, Longfellow Investment Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm offers discretionary investment management services primarily to US-based institutions, including banks, corporations, foundations, family offices, insurance companies, mutual funds, pension plans, Taft-Hartley plans, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities | |
SouthState DuncanWilliams Securities Corp.
SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fifth Third Securities, Inc.
Fifth Third Securities, Inc. Investment Banks/BrokersFinance Fifth Third Securities, Inc. is an SEC-registered broker/dealer and municipal securities dealer located in Cincinnati, Ohio. The firm is a subsidiary of Fifth Third Bancorp (NYSE: FITB). They are affiliated with Fifth Third Asset Management, Inc. Fifth Third Securities offers a full range of brokerage products and services including stocks, bonds and mutual funds. They do not provide any internal research. Clearing services are provided by National Financial Services LLC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Equitable Advisors, Inc.
Equitable Advisors, Inc. Investment ManagersFinance Part of Equitable Trust Holdings, Inc., Equitable Advisors, Inc. offers family office services and related asset management. Equitable Advisors is based in Nashville, TN. The company takes a comprehensive approach to these unique relationships that combine family office services with related asset management. Equitable Trust also holds parcels of real estate as custodian, agent or trustee, including dwellings, farm lands, parking facilities, commercial buildings and retail shopping centers. The company's real estate management services are adaptive to client needs. Additionally, the company specializes in Tennessee trust law, which now enjoys many of the preferred features formerly available only to and South Dakota trusts. | Investment Managers | Corporate Officer/Principal | |
FHN Financial Securities Corp.
FHN Financial Securities Corp. Investment Banks/BrokersFinance FHN Financial Securities Corp. is a FINRA-registered broker/dealer headquartered in Memphis, Tennessee. They are the brokerage arm of First Tennessee Bank, ultimately owned by First Horizon National Corp. (NYSE: FHN). Formerly known as FTN Financial Securities Corp., the firm was founded in 1998 and offers fixed income sales and trading services to individual and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Tennessee Consolidated Retirement System
Tennessee Consolidated Retirement System Investment ManagersFinance Tennessee Consolidated Retirement System (TCRS) is a State-owned pension fund manager headquartered in Nashville, Tennessee. Founded in 1972, TCRS is a defined benefit pension plan that provides lifetime retirement, survivor and disability benefits for employees and their beneficiaries. The firm covers state employees, higher education employees, K-12 public school teachers and employees of political subdivisions who have elected to participate in the plan. | Investment Managers | Portfolio Manager-Fixed Income Chief Investment Officer | |
Capital Financial Group, Inc.
Capital Financial Group, Inc. Life/Health InsuranceFinance Part of Minnesota Mutual Cos., Inc., Capital Financial Group, Inc. provides financial planning and insurance services. Capital Financial Group was acquired by Securian Financial Group, Inc. from Tiens Biotech Group (USA), Inc. on December 01, 2008. | Life/Health Insurance | Corporate Officer/Principal | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Tennessee Technological University | College/University | Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Trevecca Nazarene University | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of International Business & Economics | College/University | Undergraduate Degree | |
Capital Research & Management Co. (World Investors)
Capital Research & Management Co. (World Investors) Investment ManagersFinance Capital Research & Management Co., dba Capital World Investors (CWI), is an investment advisor headquartered in Los Angeles, California. The firm is a division of Capital Research & Management Co., which is ultimately owned by the Capital Group of Companies. In 2013, The Capital Group restructured their equity investment group and divided the group based on specific investment objectives rather than around particular products or clients. The investment group is now divided into three independent equity divisions, Capital World Investors, Capital Research Global Investors and Capital International Investors. Each division has the flexibility to manage any of the investment objectives or any of the investment vehicles the Capital Group offers. CWI is the retail entity of the Capital Group. | Investment Managers | Portfolio Manager-Fixed Income | |
Kingstown Capital Management LP
Kingstown Capital Management LP Investment ManagersFinance Kingstown Capital Management LP (KCM) is an independent hedge fund manager headquartered in New York City. The firm was founded by Michael Blitzer and Guy Shanon in 2006. KCM provides portfolio management services to private funds. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Nashville State Technical Community College | College/University | Undergraduate Degree | |
Hancock Whitney Bank (Investment Management)
Hancock Whitney Bank (Investment Management) Investment ManagersFinance Whitney Bank, dba Horizon Advisers, is a registered investment advisor located in New Orleans, Louisiana. The firm is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). The manage the Hancock Horizon Funds, | Investment Managers | Analyst-Fixed Income |
Statistics
International
United States | 33 |
China | 2 |
Sectoral
Finance | 23 |
Consumer Services | 12 |
Operational
Corporate Officer/Principal | 22 |
Undergraduate Degree | 14 |
Portfolio Manager-Fixed Income | 13 |
Masters Business Admin | 6 |
Analyst-Fixed Income | 6 |
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