Paul Anthony Lefurgey
Direktor/Vorstandsmitglied bei MADISON COVERED CALL & EQUITY STRATEGY FUND
Ursprung des Netzwerks ersten Grades von Paul Anthony Lefurgey
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Michigan State University
220
| College/University | Other Consumer Services | 220 |
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.
48
| Subsidiary | Investment Managers | 48 |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).
45
| Subsidiary | Investment Managers | 45 |
Madison Funds
 Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI.
16
| Umbrella Fund | Investment Trusts/Mutual Funds | 16 |
Ultra Series Fund
14
| Umbrella Fund | Investment Trusts/Mutual Funds | 14 |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds.
12
| Subsidiary | Investment Managers | 12 |
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors.
12
| Private Company | Investment Managers | 12 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Extinct | Investment Trusts/Mutual Funds | 9 | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Paul Anthony Lefurgey
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Corporate Officer/Principal Compliance Officer | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| STEELCASE INC. | Office Equipment/Supplies | Director of Finance/CFO | |
Campbell Newman Asset Management, Inc.
 Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
Reinhart Partners, Inc.
 Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Analyst-Fixed Income | |
MFD Distributor LLC
 MFD Distributor LLC Investment Banks/BrokersFinance MFD Distributor LLC is a private company based in Scottsdale, AZ. | Investment Banks/Brokers | Corporate Officer/Principal General Counsel | |
Dearborn Partners LLC
 Dearborn Partners LLC Investment ManagersFinance Dearborn Partners LLC (Dearborn) is an independent, privately held boutique investment management firm headquartered in Chicago, Illinois. The firm was founded in 1997 by Jerome Hickey. The firm provides investment management services to investment advisors, high net-worth families, and institutional investor. | Investment Managers | Founder Chief Executive Officer | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Chief Investment Officer Compliance Officer | |
Duff & Phelps Gbl Utility & Midstream Energy Income Fund
 Duff & Phelps Gbl Utility & Midstream Energy Income Fund Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Gbl Utility & Midstream Energy Income Fund is closed-end management investment company. The fund objective is to provide a current income, with an emphasis on providing tax-advantaged dividend income and capital appreciation by investing majority of its assets in dividend-paying equity securities of domestic and foreign companies in the electric, gas and telecommunications sectors of the utility industry and the midstream sector of the energy industry. Duff & Phelps Gbl Utility & Midstream Energy Income Fund was founded on March 15, 2011 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Corporate Officer/Principal Compliance Officer | |
Backspaces, Inc.
 Backspaces, Inc. Internet Software/ServicesTechnology Services Backspaces, Inc. provides media services. It is a platform that connects journalists with readers to fund stories directly. The company was founded by Dan Fletcher, Dmitri Cherniak, and Adrian Sanders in 2011 and is headquartered in Oakland, CA. | Internet Software/Services | Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Compliance Officer | |
Amerisure Mutual Insurance Co.
 Amerisure Mutual Insurance Co. Multi-Line InsuranceFinance Amerisure Mutual Insurance Co. provides property and casualty insurance products. It offers business insurance products that include commercial insurance, Amerisure command coverage, contractors advantage, manufacturers advantage, and pollution coverage plans for manufacturing, construction and healthcare industries. The company was founded on September 12, 1912 and is headquartered in Farmington Hills, MI. | Multi-Line Insurance | General Counsel | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
CUNA Mutual Group
 CUNA Mutual Group Insurance Brokers/ServicesFinance CUNA Mutual Group engages in the provision of life insurance, investment advisory, and information technology services. It offers credit union protection, retirement solutions, trustage insurance program, and lending services. The company was founded in 1935 and is headquartered in Madison, WI. | Insurance Brokers/Services | Corporate Officer/Principal Chief Investment Officer | |
| Creighton University | College/University | Masters Business Admin Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Edgewood College | College/University | Director/Board Member Masters Business Admin | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Loyola University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| Purdue University | College/University | Graduate Degree Graduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Connecticut | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Illinois Certified Public Accountants Society
 Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| First Options of Chicago, Inc. | Corporate Officer/Principal | ||
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin-Whitewater | College/University | Masters Business Admin Undergraduate Degree | |
| University of Wisconsin-Milwaukee | College/University | Graduate Degree Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 47 |
| Kanada | 4 |
Sektoral
| Finance | 21 |
| Consumer Services | 18 |
| Miscellaneous | 7 |
| Commercial Services | 4 |
| Producer Manufacturing | 2 |
Operativ
| Corporate Officer/Principal | 129 |
| Director/Board Member | 88 |
| Undergraduate Degree | 88 |
| Portfolio Manager-Equities | 80 |
| Analyst-Equity | 59 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Todd Penegor | 14 |
| David Cook | 14 |
| Jay Robert Sekelsky | 13 |
| Nathan Partain | 13 |
| Scott Craven Jones | 13 |
| David Paul Marks | 12 |
| Frank Burgess | 12 |
| Philip E. Blake | 11 |
| Steve Stanislaus | 11 |
| Bruce A. Ebel | 10 |
| Joyce B. Riegel | 10 |
| James R. Imhoff | 10 |
| Richard E. Struthers | 10 |
| Jeff Pantages | 9 |
| Haruki Toyama | 9 |
- Börse
- Insiders
- Paul Anthony Lefurgey
- Unternehmensverbindungen
