Tim Holtz
Portfolio Manager-Equities at Ironclad Investments LLC
Network origin in Tim Holtz first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Central Florida
59
| College/University | Other Consumer Services | 59 |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals.
45
| Operating Division | Investment Managers | 45 |
Warrington College of Business Administration
20
| College/University | Other Consumer Services | 20 |
Ellucian Support, Inc.
Ellucian Support, Inc. Packaged SoftwareTechnology Services Ellucian Support, Inc. provides supporting services to education industry. The company was founded in 1968 and is headquartered in Malvern, PA.
2
| Holding Company | Packaged Software | 2 |
Ironclad Investments LLC
Ironclad Investments LLC Investment ManagersFinance Ironclad Investments LLC is an independent, SEC-registered investment advisor headquartered in Maitland, Florida. The firm was founded by Rodolfo “Rudy” Aguilera in 2010. The firm manages the Ironclad Managed Risk Fund, a registered open-ended mutual fund.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tim Holtz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Economist | |
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LON: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. They also serve as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Chief Investment Officer Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Berkshire Asset Management LLC
Berkshire Asset Management LLC Investment ManagersFinance Berkshire Asset Management LLC (Berkshire) is an independent registered investment advisor and wealth management firm headquartered in Wilkes-Barre, Pennsylvania. Founded in 1986, the firm was acquired by Legg Mason, Inc. (NYSE: LM) in 1999 and they operated as its wholly-owned subsidiary until 2007. The firm is now employee owned and operated. Berkshire provides portfolio management and investment supervisory services to individuals, foundations, endowments, trusts, estates, corporations, and pension and profit-sharing plans and private pooled investment vehicles. | Investment Managers | Analyst-Equity | |
METLIFE, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
STANLEY GIBBONS | Specialty Stores | Director/Board Member | |
Manufacturers & Traders Trust Co.
Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Regional Banks | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
RedChip Independent
RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Investment Managers | Director of Research - Equity | |
Barry University | College/University | Doctorate Degree | |
Yale University | College/University | Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Florida | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Mangrove Equity Partners LP
Mangrove Equity Partners LP Investment ManagersFinance Mangrove Equity Partners LP (Mangrove Equity Partners) is a private equity firm founded in 2006 by Matt Young and Hunter Reichert. The firm is headquartered in Tampa, Florida. | Investment Managers | Private Equity Investor Private Equity Investor | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Palm Beach Capital Partners LLC
Palm Beach Capital Partners LLC Investment ManagersFinance Palm Beach Capital Partners LLC (Palm Beach Capital) is a private equity firm founded in 2001 by Shaun McGruder and Nathan Ward. The firm is headquartered in West Palm Beach, Florida. | Investment Managers | Director of Finance/CFO Director/Board Member | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin Masters Business Admin | |
FOCUS IMPACT BH3 ACQUISITION COMPANY | Financial Conglomerates | Director/Board Member | |
Metro-Goldwyn-Mayer Studios, Inc.
Metro-Goldwyn-Mayer Studios, Inc. Movies/EntertainmentConsumer Services Metro-Goldwyn-Mayer Studios, Inc. produces & distributes motion pictures, television programs, home video, interactive media, and music. The company was founded in April 1924 and is headquartered in Los Angeles, CA | Movies/Entertainment | Corporate Officer/Principal | |
Alexandru Ioan Cuza University | College/University | Undergraduate Degree | |
UNR HOLDINGS INC | Real Estate Development | Director/Board Member | |
Essian Construction LLC
Essian Construction LLC HomebuildingConsumer Durables Essian Construction LLC provides construction and general contracting services. It specializes in Commericial, Remodeling and Exclusive Custom Home construction and Multifamily Construction. The company was founded by Richard Shassian on May 8, 2002 and is headquartered in Altamonte Springs, FL. | Homebuilding | Chief Tech/Sci/R&D Officer | |
Paramount Pictures Corp.
Paramount Pictures Corp. Movies/EntertainmentConsumer Services Paramount Pictures Corp. is a producer and distributor of filmed entertainment. Its labels include Paramount Pictures, Paramount Vantage, Paramount Classics, Insurge Pictures, MTV Films and Nickelodeon Movies. The company was founded in 1912 and is headquartered in Hollywood, CA. | Movies/Entertainment | Corporate Officer/Principal | |
MARKETWISE, INC. | Chief Executive Officer | ||
MarketWise LLC
MarketWise LLC Miscellaneous Commercial ServicesCommercial Services MarketWise LLC develops and operates multi-brand digital subscription services platform. It is a subscription services platform that provides independent financial research, analytical tools, and software primarily to retail investors across digital channels. The company is headquartered in Baltimore, MD. | Miscellaneous Commercial Services | Chief Executive Officer | |
Meyer Ventures LLC
Meyer Ventures LLC Investment ManagersFinance Meyer Ventures LLC ( Meyer Ventures ) is a private equity and venture capital subsidiary of Meyer & Co. LLC founded in 2000 by Anthony Mayer. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Orange County Public School District (Florida) | Local Agencies | Corporate Officer/Principal | |
NUTRIBAND INC. | Director/Board Member | ||
Embry-Riddle Aeronautical University | College/University | Corporate Officer/Principal | |
KIPP NJ, Inc. | Director/Board Member | ||
AC Capital Management LLC
AC Capital Management LLC Investment ManagersFinance AC Capital Management LLC (AC Capital Management) is a private equity firm founded in 2010 by Andrew Cohan. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 43 |
United Kingdom | 2 |
Romania | 2 |
Sectoral
Finance | 24 |
Consumer Services | 14 |
Government | 3 |
Retail Trade | 2 |
Process Industries | 2 |
Operational
Corporate Officer/Principal | 232 |
Director/Board Member | 171 |
Undergraduate Degree | 90 |
Portfolio Manager-Equities | 43 |
Independent Dir/Board Member | 38 |
Most connected contacts
Insiders | |
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Margo L. Cook | 171 |
Scott Wennerholm | 53 |
Brian V. Iversen | 24 |
Robert V. Johnson | 18 |
Lisbet Karin Nærø | 17 |
Leo Grohowski | 14 |
Daniel Adan | 13 |
Raj K. Shah | 11 |
Jeff Cottle | 9 |
Joseph Johnson | 9 |
Thomas D. Harris | 9 |
Rafael Zayas | 9 |
Joel Palathinkal | 9 |
Robert Clark | 8 |
Ben Hollister | 7 |
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