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Network origin in Karen Dale Holt first degree
Entity | Entity type | Industry | |
---|---|---|---|
PeachCap Securities, Inc.
![]() PeachCap Securities, Inc. Investment ManagersFinance Founded in 1991, PeachCap Securities, Inc. is registered broker-dealer, Member FINRA, located in Atlanta, Georgia. The firm was formerly known as Peachtree Capital Corp. PeachCap Securities in a subsidiary of PeachCap, Inc. PeachCap provides tax, investment, and emotional intelligence to wealth management organizations and their clients across the US.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Karen Dale Holt via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Carlson Capital LP
![]() Carlson Capital LP Investment ManagersFinance Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts. | Investment Managers | Analyst-Equity | |
Wake Forest University | College/University | Undergraduate Degree | |
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 | |
Kennesaw State University | College/University | Undergraduate Degree | |
Truist Investment Services, Inc.
![]() Truist Investment Services, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014. | Investment Banks/Brokers | Corporate Officer/Principal | |
YieldQuest Securities LLC
![]() YieldQuest Securities LLC Investment Banks/BrokersFinance YieldQuest Securities LLC is a private company based in Atlanta, GA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Buckhead Wealth Management LLC | Corporate Officer/Principal | ||
Narwhal Capital Management LLC
![]() Narwhal Capital Management LLC Investment ManagersFinance Narwhal Capital Management LLC (Narwhal) is an independent, SEC-registered investment advisor headquartered in Marietta, Georgia. The firm was founded by Matt Burton and MacArther Plumart in 2005. Narwhal provides investment advisory services to individuals, high net worth individuals, charitable organizations, corporations, private funds, and trusts. | Investment Managers | Head-Fixed Income Invts | |
University of Georgia | College/University | Undergraduate Degree |
Statistics
International
United States | 11 |
Sectoral
Finance | 7 |
Consumer Services | 4 |
Operational
Corporate Officer/Principal | 4 |
Analyst-Equity | 3 |
Undergraduate Degree | 3 |
Portfolio Manager-Equities | 1 |
Analyst-Fixed Income | 1 |
Most connected contacts
Insiders | |
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Tom Russell | 6 |
Jason Alexander Freuchtel | 5 |
Eric Burnette | 2 |
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