Robert Keith
Direktor/Vorstandsmitglied bei FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
Ursprung des Netzwerks ersten Grades von Robert Keith
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
First Trust Strategic High Income Fund III
 First Trust Strategic High Income Fund III Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund III is a diversified, closed-end management investment company. The fund's primary investment objective is to seek a high level of current income. The fund seeks capital growth as a secondary objective. The fund seeks to achieve its investment objectives by investing in a diversified portfolio of investment grade and investment grade debt securities, and equity securities, which offer attractive yield and/or capital appreciation potential. The Fund may invest up to 100% of its managed assets in investment grade debt securities commonly referred to as high-yield or junk bonds. The company was founded on November 14, 2006 and is headquartered in Wheaton, IL.
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
First Trust Strategic High Income Fund
 First Trust Strategic High Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund is a diversified, closed-end management investment company. The fund's primary investment objective is to seek a high level of current income. The fund seeks capital growth as a secondary objective. The fund will seek to achieve its investment objectives by investing in a diversified portfolio of below-investment grade and investment grade debt securities, and equity securities that the investment sub-advisor believes offer attractive yield and capital appreciation potential. The company was founded on July 26, 2005 and is headquartered in Wheaton, IL
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
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.
13
| Private Company | Investment Managers | 13 |
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
13
| Private Company | Investment Managers | 13 |
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.
13
| Private Company | Investment Managers | 13 |
First Trust/Four Corners Senior Floating Rate Income Fund II
12
| Extinct | Investment Trusts/Mutual Funds | 12 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
First Trust/Four Corners Senior Floating Rate Income Fund
 First Trust/Four Corners Senior Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust/Four Corners Senior Floating Rate Income Fund is a diversified, closed-end management investment company. The company's investment objectives include: seek a high level of current income and preserve capital. The company was founded on May 13, 2003 and is headquartered in Wheaton, IL.
11
| Extinct | Investment Trusts/Mutual Funds | 11 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL.
11
| Private Company | Financial Conglomerates | 11 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
First Trust Exchange-Traded Fund VIII
 First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous First Trust Exchange Traded Fund Viii operates as a exchange traded fund. The company is headquartered in Wheaton, IL.
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
Trust Co. of Illinois
 Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993.
1
| Subsidiary | Investment Trusts/Mutual Funds | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Keith
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
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 | General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Investment Committee Member Investment Committee Member Investment Committee Member | |
| WESTERN ASSET INFLATION-LINKED INCOME FUND | Investment Trusts/Mutual Funds | 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 | Director/Board Member Corporate Officer/Principal | |
BondWave LLC
 BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | Investment Managers | General Counsel Director of Finance/CFO Director of Finance/CFO Chairman Corporate Officer/Principal | |
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Corporate Secretary Director of Finance/CFO Chairman | |
| First Trust Exchange-Traded Fund II | Investment Trusts/Mutual Funds | President Director/Board Member | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
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 | General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Chief Executive Officer Corporate Officer/Principal | |
Chapman & Cutler LLP
 Chapman & Cutler LLP Miscellaneous Commercial ServicesCommercial Services Chapman & Cutler LLP provides legal services. Its services include, asset securitization, banking and financial services, bankruptcy, restructuring and workouts, chapman practice innovations, commercial litigation and alternative dispute resolution and corporate counseling. The company was founded in 1913 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
Citibank Europe Plc
 Citibank Europe Plc Major BanksFinance Citibank Europe Plc engages in the provision of banking services. The company is headquartered in Dublin, Ireland. | Major Banks | Chief Executive Officer | |
Verity Solutions Group, Inc.
 Verity Solutions Group, Inc. Packaged SoftwareTechnology Services Verity Solutions Group, Inc. specializes in software and services developed for administration of the federal 340B drug pricing program. Its solutions include split billing, contract pharmacy, specialty contract pharmacy, audit & compliance services, compliance manager, purchase analytics and VHUB. The company was founded by James E. Torina in 2002 and is headquartered in Kirkland, WA. | Packaged Software | Corporate Officer/Principal | |
Doyle & Bolotin Ltd.
 Doyle & Bolotin Ltd. Miscellaneous Commercial ServicesCommercial Services Doyle & Bolotin Ltd. is a private company based in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Mina Capital Management LLC | Chief Operating Officer Corporate Officer/Principal | ||
The Charger Corp.
 The Charger Corp. Financial ConglomeratesFinance The Charger Corp. operates as an investment holding company. The company is headquartered in Wheaton, IL. | Financial Conglomerates | President | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| First Trust Exchange-Traded AlphaDEX Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
Guggenheim Funds Investment Advisors LLC
 Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Corporate Officer/Principal | |
Old Mutual Macro Liquid Fund
 Old Mutual Macro Liquid Fund Financial ConglomeratesFinance Old Mutual Macro Liquid Fund operates as a pooled investment fund. The company is headquartered in Dublin, Ireland. | Financial Conglomerates | Director/Board Member | |
Advocate Aurora Health, Inc.
 Advocate Aurora Health, Inc. Hospital/Nursing ManagementHealth Services Advocate Aurora Health, Inc. operates hospitals. It specializes in clinical trials, scientific research, primary, women's health, neurological, health and outpatient care, orthopedics, pharmacy, cardiology, oncology, and pediatrics. The company is headquartered in Downers Grove, IL. | Hospital/Nursing Management | Corporate Officer/Principal | |
| Advocate Home Care Products, Inc. | Chairman | ||
First Trust SkyBridge Bitcoin ETF Trust
 First Trust SkyBridge Bitcoin ETF Trust Investment Trusts/Mutual FundsMiscellaneous First Trust SkyBridge Bitcoin ETF Trust is a newly organized exchange-traded fund that issues common shares of beneficial interest. The firm was founded on March 12, 2021 and is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| Senior Helpers, Inc. | Director/Board Member | ||
| Advocate Hospice, Inc. | Chairman | ||
| Advocate Physician Partners Accountable Care, Inc. | Director/Board Member | ||
| Aurora Home, Inc. | Chairman | ||
Guggenheim Funds Distributors LLC
 Guggenheim Funds Distributors LLC Investment ManagersFinance Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients. | Investment Managers | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Irland | 3 |
| Kanada | 2 |
Sektoral
| Miscellaneous | 19 |
| Finance | 17 |
| Consumer Services | 5 |
| Technology Services | 3 |
| Commercial Services | 3 |
Operativ
| Corporate Officer/Principal | 191 |
| Director/Board Member | 159 |
| Independent Dir/Board Member | 89 |
| Director of Finance/CFO | 67 |
| Treasurer | 63 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Niel Nielson | 54 |
| James Dykas | 44 |
| Thomas Kadlec | 40 |
| James Bowen | 38 |
| Richard Erickson | 34 |
| William Jardine | 33 |
| Donald P. Swade | 33 |
| Kristi Maher | 31 |
| Daniel Lindquist | 31 |
| Denise Keefe | 29 |
| Mark Raymond Bradley | 26 |
| Coleen D. Lynch | 21 |
| Chris R. Fallow | 20 |
| Erin E. Chapman | 19 |
| Bronwyn Wright | 18 |
- Börse
- Insiders
- Robert Keith
- Unternehmensverbindungen