Stan Ueland
Mitglied des Investmentausschusses bei First Trust Advisors LP
Ursprung des Netzwerks ersten Grades von Stan Ueland
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
51
| Subsidiary | Investment Managers | 51 |
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 |
Mina Capital Management LLC
1
| Private Company | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Stan Ueland
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Public Communications Contact Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman 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 Chairman | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member 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 SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman 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 | Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member Chief Executive Officer 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 | Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member Chief Executive Officer 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 | Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Corporate Officer/Principal Compliance Officer Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman 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 Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Institutional Sales Analyst-Fixed Income | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
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 Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Miscellaneous | 33 |
| Finance | 13 |
| Consumer Services | 7 |
Operativ
| Corporate Officer/Principal | 178 |
| Director/Board Member | 147 |
| Independent Dir/Board Member | 107 |
| President | 59 |
| Undergraduate Degree | 47 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Niel Nielson | 54 |
| James Dykas | 44 |
| Thomas Kadlec | 40 |
| James Bowen | 38 |
| Richard Erickson | 34 |
| Robert Keith | 34 |
| Donald P. Swade | 33 |
| William Jardine | 33 |
| Daniel Lindquist | 31 |
| Kristi Maher | 31 |
| Tom Byron | 25 |
| John Thomas Futrell | 20 |
| Derek Maltbie | 11 |
| Timothy Patrick Sullivan | 9 |
| Johnathan Wilhelm | 8 |
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