Dan O'Byrne
Corporate Officer/Principal bei ROYCE SMALL-CAP TRUST, INC.
Vermögen: 268 466 $ am 31.05.2024
Ursprung des Netzwerks ersten Grades von Dan O'Byrne
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Royce & Associates LP
 Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization.
64
| Subsidiary | Investment Managers | 64 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
Royce Capital Fund
13
| Umbrella Fund | Investment Trusts/Mutual Funds | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Dan O'Byrne
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| ROYCE MICRO-CAP TRUST, INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Administrative Officer Corporate Officer/Principal Director/Board Member Compliance Officer President Compliance Officer Director/Board Member Treasurer Director/Board Member Director/Board Member | |
| The Royce Fund | Investment Trusts/Mutual Funds | President Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Administrative Officer Director/Board Member Compliance Officer Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member | |
| SPROTT FOCUS TRUST, INC. | Investment Trusts/Mutual Funds | President Director/Board Member Director/Board Member General Counsel Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Administrative Officer Corporate Officer/Principal Director/Board Member Compliance Officer | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Corporate Officer/Principal Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
First Eagle Investment Management LLC
 First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Cramer Rosenthal McGlynn LLC
 Cramer Rosenthal McGlynn LLC Investment ManagersFinance Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Market Strategist | |
Legg Mason Funds Management, Inc. /MD/
 Legg Mason Funds Management, Inc. /MD/ Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason Funds Management, Inc. is an American Baltimore-based company that provides investment advice. | Investment Managers | Director/Board Member Director/Board Member Corporate Officer/Principal | |
Royce Fund Services LLC
 Royce Fund Services LLC Financial ConglomeratesFinance Part of Franklin Resources, Inc., Royce Fund Services LLC provides financial services. The company is based in New York, NY. | Financial Conglomerates | Corporate Secretary President Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
| SPROTT INC. | Investment Managers | Chief Executive Officer Sales & Marketing | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Director/Board Member Undergraduate Degree | |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Southern Connecticut State University | College/University | Graduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Masters Business Admin Masters Business Admin | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| LEGG MASON, INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| OXFORD SQUARE CAPITAL CORP. | Investment Managers | Director/Board Member Director/Board Member | |
| Yale University | College/University | Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Undergraduate Degree Masters Business Admin | |
| PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Cambridge | College/University | Graduate Degree | |
LB Hercules Holdings LLC
 LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 49 |
| Kanada | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Consumer Services | 26 |
| Finance | 21 |
| Miscellaneous | 4 |
| Commercial Services | 2 |
Operativ
| Director/Board Member | 170 |
| Corporate Officer/Principal | 131 |
| Undergraduate Degree | 75 |
| Portfolio Manager-Equities | 61 |
| Independent Dir/Board Member | 52 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Mark Fetting | 60 |
| Patricia Chadwick | 25 |
| Whitney George | 21 |
| David L. Meister | 15 |
| Chuck Royce | 14 |
| G. O'Brien | 13 |
| Michael Shields | 13 |
| Arthur Mehlman | 13 |
| Cecile Harper | 12 |
| John Denneen | 11 |
| Chris Grisanti | 11 |
| David Nadel | 10 |
| Chris Clark | 10 |
| John Schwartz | 9 |
| Richard M. Galkin | 9 |
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