Ursprung des Netzwerks ersten Grades von Gary M. Lewis
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Van Kampen Asset Management
 Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts.
74
| Extinct | Investment Managers | 74 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Gary M. Lewis
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Corporate Officer/Principal Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal Director/Board Member Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance First Trust Global Equity Dividend Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 12, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
| City University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Corporate Officer/Principal Graduate Degree | |
| Texas Christian University | College/University | Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Affinity Investment Advisors LLC
 Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Investment Managers | Portfolio Manager-Equities Trading-Equity Director of Finance/CFO | |
| INVESCO MUNICIPAL TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree | |
KJ Capital Management LLC
 KJ Capital Management LLC Investment ManagersFinance KJ Capital Management LLC (KJCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Kathy A. O'Connor. KJCM offers personalized investment management services and advice to individuals, trusts, estates, charitable organizations, municipalities, corporations, and other businesses or entities, which includes banks, thrifts, investment companies, and pension and profit-sharing plans. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
| University of St. Thomas (Texas) | College/University | Masters Business Admin Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Miscellaneous | 23 |
| Finance | 18 |
| Consumer Services | 12 |
Operativ
| Corporate Officer/Principal | 149 |
| Portfolio Manager-Equities | 109 |
| Undergraduate Degree | 62 |
| Analyst-Equity | 51 |
| Portfolio Manager-Fixed Income | 32 |
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