Provenance du réseau au premier degré de Franklin Whitsell
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
11
| Subsidiary | Investment Managers | 11 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Franklin Whitsell via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Rydex Series Funds | Chief Executive Officer | ||
SBL Fund | Investment Trusts/Mutual Funds | President | |
Guggenheim Funds Trust | Investment Trusts/Mutual Funds | President | |
Security Mid Cap Growth Fund | Investment Trusts/Mutual Funds | President | |
American Beacon Advisors, Inc.
American Beacon Advisors, Inc. Investment ManagersFinance American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities. | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Chief Operating Officer | |
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Head-Equity Investments | |
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 | |
Rydex Dynamic Funds | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Invesco Capital Markets, Inc.
Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rydex ETF Trust | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Channel Capital Group LLC
Channel Capital Group LLC Investment ManagersFinance Part of Nasdaq, Inc., Channel Capital Group LLC is an alternative investment manager. The company is based in New York, NY. The company was founded by Thomas Blum. | Investment Managers | Chief Executive Officer | |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
The Mather Group LLC
The Mather Group LLC Investment ManagersFinance The Mather Group LLC (TMG) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Stewart Mather in 2011. They are a subsidiary of Mather Holdings LLC, ultimately owned by The Vistria Group LP. TMG provides combined financial planning, investment management, tax and estate planning, and family office services to primarily high net-worth individuals. | Investment Managers | Analyst-Equity | |
GUGGENHEIM CREDIT ALLOCATION FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Guggenheim Strategy Funds Trust
Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Investment Trusts/Mutual Funds | President | |
Amplify ETF Trust
Amplify ETF Trust Investment Trusts/Mutual FundsMiscellaneous Amplify ETF Trust operates as an investment company. The investment objective of the Fund is to seek investment results that correspond generally to the price and yield of the Index. Amplify ETF was founded in 1900 and is headquartered in Downers Grove, IL. | Investment Trusts/Mutual Funds | President | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a SEC-registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Rydex Variable Trust | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Security Large Cap Value Fund | President | ||
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Gainbridge Life Insurance Co.
Gainbridge Life Insurance Co. Insurance Brokers/ServicesFinance Gainbridge Life Insurance Co. is a travel technology company and marketplace with a portfolio of globally recognized brands in the leisure and corporate travel sectors. It provides state-of-the art technologies, operating systems and services that seamlessly enable travel transactions to better serve travellers directly or through travel affiliates. The company was founded by Prasad Gundumogula in 2015 and is headquartered in Zionsville, IN. | Insurance Brokers/Services | Director/Board Member | |
Augustana College (Illinois) | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Northern Illinois University | College/University | Undergraduate Degree | |
Illinois State University | College/University | Undergraduate Degree | |
DePaul University | College/University | Masters Business Admin | |
Washburn University | College/University | Masters Business Admin | |
Clear Spring Life & Annuity Co.
Clear Spring Life & Annuity Co. Life/Health InsuranceFinance Part of Guggenheim Capital LLC, Clear Spring Life & Annuity Co. is a company that provides life insurance services. The company is based in Indianapolis, IN. | Life/Health Insurance | Director/Board Member | |
Swarthmore College | College/University | Undergraduate Degree | |
Lightyear Capital LLC
Lightyear Capital LLC Investment ManagersFinance Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Bryant University | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 46 |
Sectorielle
Finance | 21 |
Miscellaneous | 15 |
Consumer Services | 10 |
Opérationnelle
Director/Board Member | 30 |
Chief Executive Officer | 23 |
President | 22 |
Corporate Officer/Principal | 16 |
Analyst-Equity | 10 |
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