Bill Stone
Chief Investment Officer at The Glenview Trust Co.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Scott Neff | M | - |
The Glenview Trust Co.
 The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | 23 years |
| J. David Grissom | M | 85 |
The Glenview Trust Co.
The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | 23 years |
| Richard E. Herrmann | M | - |
The Glenview Trust Co.
The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | 18 years |
| George Beckwith | M | 79 |
University of Pittsburgh
| 22 years |
| Marc R. Gastonguay | M | - |
University of Pittsburgh
| 21 years |
| Phil Austin | M | - |
The Glenview Trust Co.
The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | - |
| Pam Peter | F | - |
The Glenview Trust Co.
The Glenview Trust Co. Investment ManagersFinance The Glenview Trust Co. is an independent, state-chartered trust and investment firm headquartered in Louisville, Kentucky. Glenview Trust was founded in 2001and offers the highest level of investment management, trust administration, and estate and financial planning services to individuals and their families. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Chase Robison | M | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 7 years |
| Chris Halaska | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 3 years |
| Nir Golan | M | - |
University of Pittsburgh
| 5 years |
| William Craig | M | - |
University of Pittsburgh
| 2 years |
| Ryan Walsh | M | - |
University of Pittsburgh
| 5 years |
| Lisa Schaefer | F | - |
University of Pittsburgh
| 4 years |
| Phan Phan Duong | F | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 4 years |
| Paul Allen Harris | M | - |
University of Dayton
| 8 years |
| Malay Gandhi | M | - |
University of Pittsburgh
| 2 years |
| Karin Sonnenmoser | F | 54 |
University of Dayton
| 2 years |
| Timothy Massa | M | 57 |
University of Dayton
| 4 years |
| Calvin Tekeim Jones | M | - |
University of Pittsburgh
| 4 years |
| Blake McWherter | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 5 years |
| Fang Fing Tan | M | 67 |
University of Dayton
| 2 years |
| Marc R. Lively | M | 60 |
University of Dayton
| 2 years |
| Kamal Naif Majeed | M | - |
University of Dayton
| 3 years |
| Marc Hewitt | M | 47 |
University of Pittsburgh
| 2 years |
| Derek Papastrat | M | - |
University of Pittsburgh
| 4 years |
| Michael J. Evan | M | - |
University of Pittsburgh
| 3 years |
| Burhan Muhammad | M | 67 |
University of Pittsburgh
| 3 years |
| Ryan Sullivan | M | 50 |
University of Pittsburgh
| 2 years |
| Jared S. Hawk | M | - |
University of Pittsburgh
| 3 years |
| Daniel V. Hladio | M | - |
University of Pittsburgh
| 4 years |
| Joe Zaccardi | M | - |
University of Pittsburgh
| 4 years |
| Michael Turner | M | 64 |
University of Dayton
| 2 years |
| Jennifer Lynn Moroney | F | - |
University of Pittsburgh
| 4 years |
| Abdulrahman Al-Jadhai | M | 55 |
University of Pittsburgh
| 2 years |
| Martin Fedorko | M | - |
University of Pittsburgh
| 5 years |
| Joshua Nanci | M | - |
University of Pittsburgh
| 1 years |
| Jonathan Luptak | M | - |
University of Pittsburgh
| 4 years |
| Jason O'Toole | M | - |
University of Pittsburgh
| 4 years |
| Charles Ryan Love | M | - |
University of Pittsburgh
| 4 years |
| Yervand Sarkisyan | M | - |
University of Pittsburgh
| 1 years |
| Ken Landis | M | - |
University of Pittsburgh
| 4 years |
| Crawley N. Patrick | M | - |
University of Pittsburgh
| 2 years |
| Robert Brian Werner | M | - |
University of Dayton
| 4 years |
| Michelle Grant | F | - |
University of Pittsburgh
| 4 years |
| Charlie Dougherty | M | - |
University of Pittsburgh
| 4 years |
| Christopher Capelli | M | 64 |
University of Pittsburgh
| 4 years |
| Ryan Lewis Warheit | M | - |
University of Pittsburgh
| 4 years |
| Brett Ashley Longoria | F | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 8 years |
| Brian Crannell | M | - |
University of Dayton
| 4 years |
| Katie Stern | F | - |
University of Pittsburgh
| 4 years |
| Jessica Blackwell | F | - |
University of Pittsburgh
| 4 years |
| Benjamin Contrucci | M | 43 |
University of Pittsburgh
| 1 years |
| Dick Honneywell | M | - |
University of Dayton
| 1 years |
| Richard Carlson | M | - |
University of Pittsburgh
| 3 years |
| Martin Leonard Ryan | M | 54 |
University of Dayton
| 4 years |
| James Deitzer | M | - |
University of Pittsburgh
| 4 years |
| Tom Roupe | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 3 years |
| Gregory J. Stevens | M | 53 |
University of Dayton
| 4 years |
| David Gregory Burke | M | 53 |
University of Dayton
| 4 years |
| T. Michael Ansley | M | 53 |
University of Dayton
| 4 years |
| Dana Larson | M | - |
University of Pittsburgh
| 5 years |
| Charles A. Dale | M | - |
University of Dayton
| 4 years |
| Robert Hatcher | M | 61 |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 2 years |
| Rudolf Knapp | M | 59 |
University of Pittsburgh
| 2 years |
| Pete J. Muth | M | - |
University of Dayton
| 4 years |
| Steve Bierker | M | - |
University of Pittsburgh
| 2 years |
| Jonathan Pressnell | M | 42 |
University of Pittsburgh
| 3 years |
| Meg Halloran | F | - |
University of Dayton
| 4 years |
| Robert Paul Gauntt | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 18 years |
| Steve Murphy | M | - |
University of Pittsburgh
| 3 years |
| Joseph Hinrichs | M | 57 |
University of Dayton
| 4 years |
| Lori B. Andrews | F | - |
University of Pittsburgh
| 2 years |
| David Keith Robinson | M | - |
University of Dayton
| 3 years |
| Stephen Joseph O'Keefe | M | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 16 years |
| Joseph R. Beck | M | 79 |
University of Pittsburgh
| 2 years |
| Cindy Jones | F | 39 |
University of Pittsburgh
| 4 years |
| Tim Tournay | M | - |
University of Pittsburgh
| 4 years |
| Andrew Meyers | M | 55 |
University of Dayton
| 4 years |
| Ang Lee | M | - |
University of Pittsburgh
| 4 years |
| David Saunders | M | - |
University of Pittsburgh
| 2 years |
| Genevieve Nolan | F | - |
University of Pittsburgh
| 3 years |
| Sailesh Ramakrishnan | M | - |
University of Pittsburgh
| 2 years |
| Kyle D. Balliet | M | - |
University of Pittsburgh
| 4 years |
| Max E. Dizard | M | - |
University of Pittsburgh
| 4 years |
| Dan W. Morrison | M | - |
University of Pittsburgh
| 4 years |
| Stephen F. Donahoe | M | - |
University of Pittsburgh
| 3 years |
| Kelly Guerrier | M | - |
University of Pittsburgh
| 4 years |
| Helen Cullyer | M | - |
University of Pittsburgh
| 5 years |
| Jeffrey Hoagland | M | - |
University of Dayton
| 14 years |
| Ann E. Newcamp | F | - |
University of Pittsburgh
| 2 years |
| Benjamin Vincent Hill | M | - |
University of Pittsburgh
| 3 years |
| Jason Putorti | M | - |
University of Pittsburgh
| 4 years |
| Michelle Baker Orphall | F | - |
University of Dayton
| 4 years |
| Lauri-Ann Hahn | F | - |
University of Pittsburgh
| 4 years |
| Cathy A. Miller | F | - |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | 5 years |
| Dave Kraus | M | - |
University of Dayton
| 4 years |
| Jamia V. Canlas | F | - |
University of Pittsburgh
| 4 years |
| Brian Hermes | M | - |
University of Dayton
| 4 years |
| Roger Scott Balser | M | - |
University of Pittsburgh
| 3 years |
| Alexa Born | F | - |
University of Pittsburgh
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Bill Stone
- Personal Network
