Zach Padgett
Analyst-Equity at Jacksonville Wealth Management LLC
Network origin in Zach Padgett first degree
Entity | Entity type | Industry | |
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Intrepid Capital Management, Inc. (Florida)
Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies.
10
| Subsidiary | Investment Managers | 10 |
University of North Florida
10
| College/University | Other Consumer Services | 10 |
Jacksonville Wealth Management LLC
Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Zach Padgett via their personal network
Company | Sector | Related people | Main position |
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Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Augustine Asset Management, Inc.
Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Investment Managers | Compliance Officer Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
National Exchange Bank & Trust
National Exchange Bank & Trust Investment ManagersFinance Founded in 1975, National Exchange Bank & Trust is a full-service bank and trust company located in Fond du Lac, Wisconsin. The firm is a subsidiary of Neb Corp. | Investment Managers | Portfolio Manager-Fixed Income | |
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Investment Managers | Analyst-Equity | |
Auburn University | College/University | Undergraduate Degree Undergraduate Degree | |
Claremont McKenna College | College/University | Graduate Degree | |
Stetson University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree | |
University of Florida | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
High Street Capital
High Street Capital Investment ManagersFinance High Street Capital (High Street) is a private equity firm founded in 1997 by Joseph R. Katcha and Kent C. Haeger. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Tatum LLC
Tatum LLC Miscellaneous Commercial ServicesCommercial Services Tatum LLC provides executive consulting services. It provides services to the healthcare, private equity, venture capital, public, not-for-profit, manufacturing, distribution, retail, financial and business services sectors. The company was founded by John Tatum and Doug Tatum in 1993 and is located in Atlanta, GA. | Miscellaneous Commercial Services | Private Equity Investor | |
Chase Home Finance LLC
Chase Home Finance LLC Finance/Rental/LeasingFinance Part of JPMorgan Chase & Co., Chase Home Finance LLC is a company based in Louisville, KY. | Finance/Rental/Leasing | Corporate Officer/Principal | |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Investment Managers | Analyst-Equity | |
Heritage Capital Group, Inc.
Heritage Capital Group, Inc. Regional BanksFinance Heritage Capital Group, Inc. is a business advisory firm that offers resources for mergers and acquisitions, strategic consulting, and restructure and reorganize services. The private company is based in Jacksonville, FL. The company is a founding member of M & A International, now Oaklins International, an organization with offices worldwide. The company has 800 professionals in 60 offices operating in 40 countries. The company has expertise in various industries such as business to business, business to consumer, healthcare, logistics, manufacturing, real estate, and technology. The company has a technology advisor who has the experience and resources to quickly understand the technologies that drive your company. The CEO of the company is Donald C. Wiggins. | Regional Banks | Consultant / Advisor | |
Turnaround Management Association
Turnaround Management Association Miscellaneous Commercial ServicesCommercial Services Turnaround Management Association is a organization that provides turnaround management, corporate restructuring and distressed investing services. Its members include turnaround practitioners, attorneys, accountants, investors, lenders, venture capitalists, appraisers, liquidators, executive recruiters, and consultants, as well as academic, government, and judicial employees. The company was founded by Thomas J. Allison, Jay Alix, C. Charles Bahr, Jacques H. Belet, Donald B. Bibeault, Gary Brooks Gerald, P. Buccino, John Butler, Melanie Rovner Cohen, John M. Collard, Marvin A. Davis, Peter Dusenberre, Timothy F. Finley, Kenneth E. Glass, Frank Grisanti, David Hansing, William J. Hass, Thomas D. Hays, William K. Marrinan, F. Richard Matthews, Kevin McConnaghy, Gilbert C. Osnos, Victor Palmieri, Peter Pellitier, Sanford C. Sigoloff, Jack R. Stone, James Sullivan, Rollie Tillman, Peter Tourtellot, John Whitney and Carl M. Youngman in 1991 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
University of National & World Economy | College/University | Graduate Degree | |
Palm Beach State College | College/University | Undergraduate Degree | |
Kenan-Flagler Business School | College/University | Masters Business Admin | |
Butensky & Cohen Financial Security, Inc.
Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
The University of North Carolina at Charlotte | College/University | Graduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
PS27 Ventures LLC
PS27 Ventures LLC Investment ManagersFinance PS27 Ventures LLC (PS27 Ventures) is an venture capital firm founded in 2012 by James B. Stallings. The firm is headquartered in Jacksonville, Florida. | Investment Managers | Corporate Officer/Principal | |
Warrington College of Business Administration | College/University | Graduate Degree | |
Warren Equity Partners LLC
Warren Equity Partners LLC Investment ManagersFinance Warren Equity Partners Manager LP (Warren Equity Partners) is a private equity firm founded in 2015 by Steven Wacaster, Scott Bruckmann and Henrik Dahlback. The firm is headquartered in Jacksonville, Florida. | Investment Managers | Private Equity Investor | |
Association For Corporate Growth | Private Equity Investor | ||
Palm Valley Capital Management LLC
Palm Valley Capital Management LLC Investment ManagersFinance Palm Valley Capital Management LLC (PVCM) is an independent, SEC-registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Jayme Wiggins and Eric Cinnamond. PVCM provides investment advice to individuals, high net-worth individuals, trusts, estates, or charitable organizations, and corporations and other business entities. | Investment Managers | Chief Executive Officer | |
JAX Chamber
JAX Chamber Miscellaneous Commercial ServicesCommercial Services JAX Chamber is an organization that aims to promote economic growth and job creation. The private company is based in Jacksonville, FL. The company offers membership to individuals and businesses looking to connect with other members and stay up-to-date on events and news. The CEO of the company is Daniel Davis. | Miscellaneous Commercial Services | Director/Board Member | |
St. Vincent's HealthCare | Director/Board Member | ||
startGNV | Director/Board Member | ||
Synapse Florida | Director/Board Member | ||
Corporate Financial Management, Inc. | Private Equity Investor |
Statistics
International
United States | 39 |
Bulgaria | 2 |
Hong Kong | 2 |
Sectoral
Consumer Services | 18 |
Finance | 16 |
Commercial Services | 4 |
Operational
Undergraduate Degree | 21 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 12 |
Masters Business Admin | 8 |
Graduate Degree | 7 |
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