Network origin in Jonathan Leo Levy first degree
Entity | Entity type | Industry | |
---|---|---|---|
Oxbow Advisors LLC
Oxbow Advisors LLC Investment ManagersFinance Oxbow Advisors LLC (Oxbow) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by James Theodore (Ted) Oakley in 2011. Oxbow provides investment management services to high net-worth individuals and families.
4
| Private Company | Investment Managers | 4 |
St. Mary's University School of Law
1
| College/University | Other Consumer Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jonathan Leo Levy via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BUCKEYE PARTNERS, L.P. | Oil & Gas Pipelines | Corporate Officer/Principal | |
The Edgar Lomax Co.
The Edgar Lomax Co. Investment ManagersFinance The Edgar Lomax Co. (ELC) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded in 1986 by Randall Eley. ELC serves institutional and high-net-worth clients through its separate accounts product, and retail clients through its mutual fund, the Edgar Lomax Value Fund. | Investment Managers | Corporate Officer/Principal | |
EF ENERGYFUNDERS VENTURES, INC. | Oil & Gas Production | General Counsel | |
Capital Institutional Services, Inc.
Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Investment Managers | 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. | College/University | Undergraduate Degree | |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Corporate Officer/Principal | |
George Washington University | College/University | Undergraduate Degree | |
Rice University | College/University | Masters Business Admin | |
US West Financial Services, Inc.
US West Financial Services, Inc. Finance/Rental/LeasingFinance Part of Bank of America Corp., US West Financial Services, Inc. is a commercial finance concern. US West Financial Services was acquired by NationsBank Corp. from Qwest Communications International, Inc. on December 08, 1993. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Texas A&M University | College/University | Undergraduate Degree | |
Texas Christian University | College/University | Graduate Degree | |
Pepperdine University | College/University | Masters Business Admin | |
United States Air Force Academy | College/University | Undergraduate Degree | |
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wright Fund Management LLC
Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Investment Managers | Chief Investment Officer | |
Zicklin School of Business | College/University | Masters Business Admin |
Statistics
International
United States | 23 |
Sectoral
Finance | 11 |
Consumer Services | 9 |
Commercial Services | 3 |
Industrial Services | 2 |
Energy Minerals | 2 |
Operational
Corporate Officer/Principal | 14 |
Portfolio Manager-Equities | 6 |
Investment Committee Member | 6 |
Undergraduate Degree | 5 |
Analyst-Equity | 3 |
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