Travis Boyer
Gestionnaire de Portefeuille-Actions chez Modera Wealth Management LLC
Provenance du réseau au premier degré de Travis Boyer
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
The University of North Carolina at Asheville
70
| College/University | Other Consumer Services | 70 |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
25
| Subsidiary | Investment Managers | 25 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.
15
| Subsidiary | Investment Managers | 15 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Travis Boyer via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| MERCK & CO., INC. | Pharmaceuticals: Major | Director/Board Member Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| MARRIOTT INTERNATIONAL, INC. | Hotels/Resorts/Cruise lines | Comptroller/Controller/Auditor | |
Sirios Capital Management LP
 Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Investment Managers | Director of Research - Equity Analyst-Equity | |
University of Texas Investment Management Co.
 University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous University of Texas Investment Management Co. (UTIMCO) is a not-for-profit foundation headquartered in Austin, Texas. The Foundation was founded in 1996 to oversee investments for The University of Texas and Texas A&M University Systems. UTIMCO manages four major endowment funds under the fiduciary care of the UT System Board of Regents: the Permanent University Fund (PUF), the Permanent Health Fund (PHF), the Long Term Fund (LTF), and the Separately Invested Funds (SIF). The PHF and the LTF are pooled and invest in shares of the General Endowment Fund (GEF). | Investment Trusts/Mutual Funds | Analyst-Equity Analyst-Equity | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
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 | Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Corporate Officer/Principal | |
| Appalachian State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree Masters Business Admin | |
| The College of William & Mary | College/University | Masters Business Admin Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
| Lafayette College | College/University | General Counsel Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
| University of Kansas | College/University | Doctorate Degree Private Equity Investor | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Costner Law Office Pllc
 Costner Law Office Pllc Miscellaneous Commercial ServicesCommercial Services Costner Law Office Pllc operates as a real estate law firm focusing on residential, commercial and new construction real estate transactions. It also offers legal advises for real estate development, commercial real estate, estate planning, and business law. The company was founded by Josh Costner in 2009 and is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Chief Executive Officer Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of North Carolina System | College/University | President Corporate Officer/Principal | |
Capitala Investment Advisors LLC
 Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
The North Carolina Bar Association
 The North Carolina Bar Association Miscellaneous Commercial ServicesCommercial Services The North Carolina Bar Association is a voluntary membership organization of legal professionals, including lawyers, judges, paralegals, and law students. The non-profit company is based in Cary, NC. The organization is dedicated to serving the public and the legal profession. The North Carolina Bar Foundation, a charitable organization, leads pro bono and civic education programs and development initiatives for members and the public. The mission of the organization is to unite the talent and generosity of the legal profession to be a power of greater good for the people of North Carolina. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| HANGZHOU TIGERMED CONSULTING CO., LTD | Miscellaneous Commercial Services | Director/Board Member | |
Azotremmash OAO
 Azotremmash OAO Industrial MachineryProducer Manufacturing Part of Tolyattiazot PJSC, Azotremmash OAO is a Russian company that manufactures spare parts for fertilizers. | Industrial Machinery | Chairman | |
| Southwest University for Nationalities | College/University | Undergraduate Degree | |
| PARAMOUNT GROUP, INC. | Real Estate Investment Trusts | Corporate Officer/Principal | |
Zhongmei Healthcare Group Ltd.
 Zhongmei Healthcare Group Ltd. Medical/Nursing ServicesHealth Services Zhongmei Healthcare Group Ltd. engages in the Provision of healthcare services and operation of hospital chain. Its business is categorized as comprehensive medical service and hospital management business. The company was founded in 1988 and is headquartered in Beijing, China. | Medical/Nursing Services | Director/Board Member | |
| Guanghua School of Management | College/University | Corporate Officer/Principal | |
| Togliatti State University | College/University | Undergraduate Degree | |
Audax Group LLC
 Audax Group LLC Financial ConglomeratesFinance Audax Group LLC engages in the provision of capital investment services. It specializes in private equity and debt. The company was founded by Geoffrey S. Rehnert and Marc B. Wolpow in 1999 and is headquartered in Boston, MA. | Financial Conglomerates | Investor Relations Contact | |
Prysm Capital LLC
 Prysm Capital LLC Investment ManagersFinance Prysm Capital LLC (Prysm Capital) is a private equity firm founded in 2019 by Jay Park, Muhammad Mian and Matt Roberts. The firm is headquartered in Princeton, New Jersey with additional offices in San Francisco, California and New York. | Investment Managers | Private Equity Investor | |
| TOL'YATTIAZOT PAO | Chemicals: Agricultural | Chairman | |
| Minzu University of China | College/University | Undergraduate Degree | |
| National School of Development | College/University | Corporate Officer/Principal | |
| SCICLONE PHARMACEUTICALS (HOLDINGS) LIMITED | Pharmaceuticals: Major | Director/Board Member |
Statistiques
Internationale
| Etats-Unis | 37 |
| Chine | 7 |
| Russie | 4 |
| Îles Cayman | 3 |
| Canada | 2 |
Sectorielle
| Consumer Services | 22 |
| Finance | 16 |
| Commercial Services | 7 |
| Health Technology | 3 |
| Miscellaneous | 2 |
Opérationnelle
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 99 |
| Portfolio Manager-Equities | 46 |
| Analyst-Equity | 45 |
| Director/Board Member | 37 |
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