BNET Industries

Last Fiscal Year Sales:$318.0M
  • Public
  • US
Dow Jones Description

Investools Inc. offers market-leading investor education and brokerage and related financial products and services for self-directed investors. Investools Education Group offers a full range of investor education products and services that provide lifelong learning in a variety of interactive delivery formats, including instructor-led synchronous and asynchronous online courses, in-person workshops, one-on-one and one-to-many online coaching programs and telephone, live-chat and email support. thinkorswim Inc., Investools' financial technology pioneer and industry-leading online brokerage firm, is focused on providing services to self-directed options traders and active traders. thinkorswim offers customers a broad range of products including equity securities, fixed income, index products, options, futures, other derivatives and foreign exchange. thinkorswim provides unique front end trading platforms that allow its customers to trade electronically and provides sophisticated trading tools and analytics, including tools for implementing complex, multi-leg options strategies.

Chairman & CEO
Lee K. Barba
Number of Employees 698
Contact Information

45 Rockefeller Plaza

Suite 2012

New York, New York 10111

www.investools....

801-816-6918

NAICS Code All Other Miscellaneous Schools and Instruction: 611699

Recent Events

  • OptionsXpress: Good Trade, Bad Investment

    10/16/09 - Merger / Acquisition - View Story

News & Analysis

investools inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
Don Klabunde CIO & Vice President
Ida K. Kane Senior Vice President & Chief Financial Officer
Paul A. Helbling Senior Vice President, Chief Administrative Officer & Corporate Secretary
Paul Helbing Chief Admin Officer, Senior Vice President & Secretary
Scott Waltz Senior Vice President & Chief Marketing Officer
Dale C Ainge Senior Vice President
Nelson Gonzalez Senior Vice President, Operations
Angela J. Williams Vice President
Dan Olson Vice President
Thor A. Clark Vice President
Truc N. Nguyen Vice President, Investor Relations
Hans v. Meiss Director, Audit
Charley Lax Investor

Board of Directors

Name (plus bio) Position
Lee K. Barba Chairman & CEO
Douglas T. Tansill Board of Directors
Hans von Meiss Board of Directors
Stephen C. Wood Board of Directors

Mr. Barba's affiliation with Investools began in 2000, when he was selected Chief Executive Officer of Telescan, Inc., a wholly owned subsidiary of Investools. He later accepted the role of Chief Executive Officer and Director, where he continues to serve today. Previously, he was the Chief Executive Officer of Open Link Financial, a risk management software company; President of Coral Energy, a wholly owned subsidiary of Shell Oil Company and the largest shareholder in Open Link Financial; and a senior executive at Banker's Trust, a global organization with more than 2,100 employees in Asia, Europe and North America. Mr. Barba also worked for well-known stock brokerages such as Paine Webber and Lehman Brothers Kuhn Loeb. He earned an M.B.A. from Columbia University and a B.A. from the University of North Carolina.

Organization Position Status
INVESTools Inc. Chairman & CEO Current
INVESTools Inc. Chairman & CEO Current
INVESTools Investor Education CEO Former
Telescan, LLC Chief Executive Officer Former
Open Link Financial Inc. Chief Executive Officer Former
Columbia University M.B.A. Former
The University of North Carolina B.A. Former

Organization Position Status
INVESTools Inc. CIO & Vice President Current
Telescan, Inc. CIO & Vice President Former

Organization Position Status
INVESTools Inc. Senior Vice President & Chief Financial Officer Current
Vsg Asset Management Senior Vice President & Chief Financial Officer Current
Encubate Holdings, LLC Chief Accounting Officer Former
Telescan, Inc. CFO & Senior Vice President Former
KPMG International Audit Manager Former
Equitrac Corp. Corporate Controller Former
University of Miami M.B.A. Former

Mr. Helbling was appointed Chief Administrative Officer of the Company in January 2005, as Senior Vice President in June 2003, and as Corporate Secretary in February 2002. Mr. Helbling served as the Company's Chief Financial Officer from December 2001 until his appointment as Chief Administrative Officer. Prior to joining Telescan in August 1999, he was Vice President of Finance at PCC Flow Technologies, Inc., a subsidiary of Precision Castparts Corporation and a $350 million manufacturer of pumps and valves in the U.S. and Europe. From 1991 to 1997 Mr. Helbling served as Vice President and Chief Financial Officer of HydroChem Industrial Services, a $150 million provider of industrial cleaning services to the petrochemical, refining and utility industries. Mr. Helbling became a Certified Public Accountant in 1978, with experience in public accounting and in the contract drilling and oil and gas exploration and production industries. Mr. Helbling holds a B.A. and a M.A. degree from Rice University.

Organization Position Status
INVESTools Inc. Senior Vice President, Chief Administrative Officer & Corporate Secretary Current
Vsg Asset Management Senior Vice President, Chief Administrative Officer & Corporate Secretary Current
Telescan, Inc. Chief Admin Officer Former
HydroChem Industrial Services, Inc. Chief Financial Officer Former
INVESTools Inc. Senior Vice President Former
HydroChem Industrial Services, Inc. Vice President Former
PCC Flow Technologies, Inc. Vice President of Finance Former
Precision Castparts Corp. Vice President of Finance Former
INVESTools Inc. Corporate Secretary Former
Rice University M.A. Degree Former
Rice University B.A. Former

Organization Position Status
INVESTools Inc. Chief Admin Officer, Senior Vice President & Secretary Current

Organization Position Status
INVESTools Inc. Senior Vice President & Chief Marketing Officer Current

Mr. Ainge was appointed as Senior Vice Present of the Company in April 2005. Prior to serving in his current position, Mr. Ainge served as the Company's Vice President of Finance and Accounting from January 2004 to December 2004. Before joining the Company, Mr. Ainge served as Executive Vice President and Chief Financial Officer of Interactive Learning Systems, Inc., a start-up technology company. From 2000 to 2001 he served as Chief Financial Officer and Corporate Secretary of Infopia, Inc., an Internet service company. From 1999 to 2000 Mr. Ainge served as Chief Financial Officer and Chief Operating Officer of Internet services company North Sky, Inc., where he was instrumental in the company's explosive growth and ultimate sale to About.com. From 1995 to 1999 Mr. Ainge served in various capacities, including President and Chief Operating Officer, at CallWare Technologies, Inc, a software development company. From 1989 to 1995 he served as Director of accounting and financial reporting for Geneva Steel, a $500 million manufacturing company. Mr. Ainge began his career in 1986 at Arthur Andersen & Co. He holds B.A. and M.A. degrees in accounting and finance from Brigham Young University and is a certified public accountant.

Organization Position Status
INVESTools Inc. Senior Vice President Current
Vsg Asset Management Senior Vice President Current
Callware Technologies, Inc. President and Chief Operating Officer Former
North-Sky Chief Operating Officer Former
Infopia, Inc. Chief Financial Officer Former
Interactive Learning Systems Chief Financial Officer Former
Callware Technologies, Inc. Chief Operating Officer Former
Interactive Learning Systems Executive Vice President Former
Infopia, Inc. Board of Directors Former
Brigham Young University M.A. degrees in accounting Former
Brigham Young University M.A. degrees in accounting Former

Organization Position Status
INVESTools Inc. Senior Vice President, Operations Current
Telescan, Inc. Senior Vice President, Operations Former
American Graduate School of International Management M.B.A. in 1988 Former
Brigham Young University B.A. degree Former
Brigham Young University B.A. degree Former

Organization Position Status
INVESTools Inc. Vice President Current

Organization Position Status
INVESTools Inc. Vice President Current

Organization Position Status
INVESTools Inc. Vice President Current

Organization Position Status
INVESTools Inc. Vice President, Investor Relations Current

Organization Position Status
INVESTools Inc. Director, Audit Current

Organization Position Status
Vsg Asset Management Director and Audit Committee Chairman Current
INVESTools Inc. Board of Directors Current
Niagara LaSalle Corporation Director Current
Niagara Corporation Board of Directors Current
Kidder, Peabody & Co. Managing Director Former
Harvard University M.B.A. Former
Harvard Business School M.B.A. Former
Trinity College B.A. In Economics Former

Mr. von Meiss was appointed a Director of the Company in December 2001. Since 1997, Mr. von Meiss has been involved in financial management and consulting and has pursued investments in Internet related businesses. He also serves on the Board of Directors as Chairman of an industrial concern, as a member of the Board of Director of a newly formed ecology company and his own company, G. von Meiss AG. From 1994 to 1997, Mr. von Meiss served as Chief Executive Officer of Swiss Textile Group. From 1991 to 1994, Mr. von Meiss was Chief Executive Officer of a publicly quoted Dutch company following its privatization from the Dutch government. From 1988 to 1991, Mr. von Meiss worked as an independent financial consultant. Mr. von Meiss served as Chief Executive Officer of Dr. Ing. Koenig AG, a leading Swiss service center for flat steel and industrial fasteners from 1984 to 1988. From 1977 to 1984, Mr. von Meiss served in various positions in investment banking with Bankers Trust International Ltd. and Chase Manhattan Ltd. in London. Mr. von Meiss received a Bachelors degree in Economics in 1973 from the University of St. Gallen in Switzerland. He received his M.B.A. from INSEAD, Fontainebleau, France in 1977.

Organization Position Status
INVESTools Inc. Board of Directors Current

Organization Position Status
Airnote President and CEO Current
Geospiza, Inc. Founder and Chairman of Wireless Services Corporation Current
Cdigix, Inc. Board Member Current
3DMAXMEDIA, Inc. Board of Directors Current
Wireless Services Corporation CEO Former
INVESTools Inc. Board of Directors Current
Wireless Services Corporation President Former
Starwave Corporation President Former
McCaw Cellular Communications Vice President of Information Broadcasting Former
Microsoft Corporation general manager Former
Wireless Services Corporation Co-founder Former
Microsoft Corporation employee #6 Former
Microsoft Corporation software engineer Former
Starwave Corporation Board Member Former
McCaw Cellular Communications, Inc. Board Member Former
Stanford University Master of Electrical Engineering Degree Former
Case Western Reserve University Bachelor of Science Degree In Computer Engineering Former

Organization Position Status
Outstart Founder and Managing General Partner of Grandbanks Capital Current
Nantucket Conference Founder and Managing General Partner of Grandbanks Capital (Gbc) Current
Grandbanks Capital, Inc. Founder Current
Softbank Capital Partners General Partner Current
Grandbanks Capital, Inc. Managing General Partner Current
Ottawa Venture & Technology Summit Managing General Partner, Grandbanks Capital Current
Boston University School of Management Advisor Current
Bankeast Corporation Advisor Current
Incipient, Inc. Board Member Current
Coradiant, Inc. Board Member Current
Cxo Systems, Inc. Board Member Current
Ember Corporation Board Member Current
Colubris Networks Board Member Current
Outstart Board of Directors Current
ThirdAge, Inc. Investor Current
Interliant Investor Current
Art Technology Group, Inc. Investor Current
Multex Systems, Inc. Investor Current
Talk City Investor Current
1-800-Flowers.com, Inc. Investor Current
Launch Media, Inc. Investor Current
TheStreet.com, Inc. Investor Current
INVESTools Inc. Investor Current
Webhire, Inc. Investor Current
GSI Commerce, Inc. Investor Current
Mainspring Communications Inc. Investor Current
Firefly Networks Investor Current
Vimac Ventures LLC Venture Partner Former
Softbank Corporation first investment manager Former
Ironside Ventures, LLC advisor Former
Vimac Ventures LLC advisor Former
Phoenix Technologies Ltd. BIOS developer Former
Boston University B.S. Former

Executive News

  • IAOP Launches OperatorEvaluator Powered by BeyondCore

    24-7PressRelease.com - 6/25/09 - View Story

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