Kyle Ian Fellers
Portfolio Manager-Equities at D. L. Carlson Investment Group, Inc.
Network origin in Kyle Ian Fellers first degree
Entity | Entity type | Industry | |
---|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors.
6
| Private Company | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kyle Ian Fellers via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Masters Business Admin | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Corporate Officer/Principal | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
Norwich University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
Western New England University | College/University | Graduate Degree | |
St. Lawrence University | College/University | Undergraduate Degree | |
Travelers Property Casualty Company of America
Travelers Property Casualty Company of America Insurance Brokers/ServicesFinance Travelers Property Casualty Co. of America. provides homeowners and business insurance services. The company is headquartered in Hartford, CT. | Insurance Brokers/Services | Corporate Officer/Principal | |
Merchants National Bank (Hillsboro, Ohio)
Merchants National Bank (Hillsboro, Ohio) Major BanksFinance Merchants National Bank provides personal and business banking services. It provides real estate, equipment, construction, working capital, agricultural, small business and business credit card loans. The company was founded in 1879 and is headquartered in Bloomfield, CT. | Major Banks | Corporate Officer/Principal | |
Twin Focus Capital Partners LLC
Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Investment Managers | Analyst-Equity | |
TEAM Wealth Planning & Management, Inc.
TEAM Wealth Planning & Management, Inc. Investment ManagersFinance TEAM Wealth Planning & Management, Inc. provides investment advisory services. Its services include portfolio management and financial planning. The company was founded by Larry McManus and is headquartered in Chapel Hill, NC. | Investment Managers | Founder |
Statistics
International
United States | 20 |
Sectoral
Finance | 12 |
Consumer Services | 9 |
Operational
Corporate Officer/Principal | 9 |
Undergraduate Degree | 6 |
Portfolio Manager-Equities | 4 |
Founder | 2 |
President | 2 |
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