6
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29y
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Experience · 6 entries
All (6)
Investments (6)
Board (6)
2017
B
Board Member
Jun 2017
Avantax, Inc. (NASDAQ: AVTA), formerly Blucora, Inc., delivers tax-focused wealth management solutions for Financial Professionals, tax professionals, and CPA firms, supporting our goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. We have two distinct but related models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: www.avantax.com/join-us
Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit https://www.avantax.com/about/legal-compliance-policies/social-media-policy for more information.
2013
S
SunEdison
Board member
Oct 2013
2011
Board Member
Jul 2011
In September 2019, Och-Ziff Capital Management ceased to exist and rebranded as Sculptor Capital Management. Sculptor Capital is a leading global alternative asset management firm providing investment products in a range of areas including multi-strategy, credit and real estate. Please be sure to follow Sculptor Capital’s LinkedIn page at
https://www.linkedin.com/company/sculptor-capital-management
to receive updates on the firm.
2006
R
Redwood Trust, Inc., Och Ziff Capital Managemen and Blucora
Board Member
Jul 2006
2005
Board member
Jun 2005
Redwood Trust, Inc. (NYSE: RWT) is a specialty finance company focused on making credit sensitive investments in residential loans and other mortgage-related assets, with the goal of delivering a stable and growing stream of attractive earnings and dividends for our shareholders. We also earn income through our residential mortgage banking activities. Redwood Trust, Inc. was established in 1994, is internally managed, and structured as a real estate investment trust (“REIT”) for tax purposes.
Our employees are a team of disciplined, dedicated and talented professionals who do what it takes to make the Company a leader in innovation and reputation. We value everyones contribution, actively soliciting feedback at all levels within the organization. Work gets done in a non-hierarchical, hard-working and fun environment.
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Investment activity
1997–2017 · 6 investments
Recent (last 2 years)Earlier
