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Adam Patti
Vorstandsvorsitzender bei IQ Physical Diamond Trust
Ursprung des Netzwerks ersten Grades von Adam Patti
Einheit | Art der Einheit | Industrie | |
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IndexIQ Advisors LLC
![]() IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.
11
| Subsidiary | Investment Managers | 11 |
IndexIQ Active ETF Trust
![]() IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY.
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
IQ Physical Diamond Trust
![]() IQ Physical Diamond Trust Wholesale DistributorsDistribution Services IQ Physical Diamond Trust operates as a common law trust that holds physical diamonds to issue Baskets in exchange for deposits of diamonds and to distribute diamonds in connection with redemptions of Baskets. The trust intends to issue additional Shares on a continuous basis. Its investment objective is to reflect the performance of the price of Diamond Parcels, less the expenses of the Trust's operations. The company was founded in 2012 and is headquartered in Rye Brook, NY.
1
| Private Company | Wholesale Distributors | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Adam Patti
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Computer Sciences Corp.
![]() Computer Sciences Corp. Information Technology ServicesTechnology Services Computer Sciences Corp. provided information technology solutions. It operated through the global business services, global infrastructure services segments. The company was founded by Roy Nutt and Fletcher Roseberry Jones on April 16, 1959 and was headquartered in Tysons, VA. | Information Technology Services | Corporate Officer/Principal | |
IBM | Packaged Software | Corporate Officer/Principal | |
MainStay Funds | Investment Trusts/Mutual Funds | President Compliance Officer | |
UNISYS CORPORATION | Information Technology Services | Corporate Officer/Principal Corporate Officer/Principal | |
FACTSET RESEARCH SYSTEMS, INC. | Data Processing Services | Corporate Officer/Principal | |
Barra LLC
![]() Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal | |
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 was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
Informa Media, Inc.
![]() Informa Media, Inc. Advertising/Marketing ServicesCommercial Services Informa Media, Inc. publishes trade magazines. It provides tools and information that help business professionals to do their jobs better. Its products include fleet discovery, aviation week application, delicious living newsletter, and in-article video. The company was founded in 1886 and is headquartered in New York, NY. | Advertising/Marketing Services | Corporate Officer/Principal | |
THESTREET, INC. | Commercial Printing/Forms | Sales & Marketing Corporate Officer/Principal | |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities | |
COHEN & STEERS, INC. | Investment Managers | Director/Board Member | |
NYLIM Service Co. LLC | Chairman | ||
NYLIFE Distributors LLC
![]() NYLIFE Distributors LLC Investment Banks/BrokersFinance Part of New York Life Insurance Co., NYLIFE Distributors LLC is an asset manager with over $600 billion in assets under supervision. The company is based in Parsippany, NJ. NYLIFE Distributors provides investment solutions that help clients reach their goals through a long-lasting focus and diverse boutique perspectives. The company's multi-asset solutions offer diversification through a combination of asset classes, providing the potential for attractive income and capital appreciation. The company's latest report suggests that it may be time to consider rebalancing and reallocating the stocks and bonds in your portfolio, further diversifying within asset classes. Stephen P. Fisher has been the CEO of the company since 2008. | Investment Banks/Brokers | Chairman | |
IndexIQ, Inc. | Corporate Officer/Principal | ||
IndexIQ Trust | Investment Trusts/Mutual Funds | Director/Board Member Corporate Secretary Director of Finance/CFO Director/Board Member Chief Executive Officer | |
IndexIQ ETF Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chief Executive Officer | |
MainStay Funds Trust | President Compliance Officer | ||
New York Life Investment Management Holdings LLC
![]() New York Life Investment Management Holdings LLC Investment ManagersFinance Part of New York Life Insurance Co., New York Life Investment Management Holdings LLC is a company that provides investment advice. New York Life Investment Management Holdings LLC is based in New York, NY. Yie-Hsin Hung has been the CEO of the company since 2015. | Investment Managers | Chief Operating Officer | |
MainStay VP Funds Trust | Investment Trusts/Mutual Funds | President Compliance Officer | |
MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
Rafferty Asset Management LLC
![]() Rafferty Asset Management LLC Investment ManagersFinance Rafferty Asset Management LLC (RAM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1997, the firm provides investment advisory services to registered investment companies and subsidiaries of registered investment companies. RAM also serves as the investment advisor and provides advisory services to the Direxion Funds (formerly the Potomac Funds), the Direxion Insurance Trust (formerly the Potomac Insurance Trust) and the Direxion Shares ETF Trust. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
New York Life Insurance Co.
![]() New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Corporate Officer/Principal Director/Board Member | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
State University of New York at Buffalo | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree Corporate Officer/Principal | |
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Investment Managers | Corporate Officer/Principal | |
MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
Nyca Partners LLC
![]() Nyca Partners LLC Investment ManagersFinance Nyca Partners LLC (Nyca Partners) is a venture capital firm founded in 2014. The firm is headquartered in New York. | Investment Managers | Public Communications Contact | |
The State University of New York | College/University | Undergraduate Degree | |
Baron Capital Management, Inc.
![]() Baron Capital Management, Inc. Investment ManagersFinance Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies. | Investment Managers | Portfolio Manager-Equities | |
Direxion Investments
![]() Direxion Investments Financial ConglomeratesFinance Part of Rafferty Asset Management LLC, Direxion Investments is a Chinese company that provides investment services. The company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Corporate Officer/Principal | |
Bitwise ETF Trust
![]() Bitwise ETF Trust Bitwise ETF Trust engages in the cryptocurrency business. The company is headquartered in San Francisco, CA. | Chief Operating Officer | ||
BITWISE 10 CRYPTO INDEX FUND | Investment Trusts/Mutual Funds | Chief Operating Officer | |
St. Lawrence University | College/University | Undergraduate Degree | |
Bitwise Bitcoin ETP Trust
![]() Bitwise Bitcoin ETP Trust Investment Trusts/Mutual FundsMiscellaneous Bitwise Bitcoin ETP Trust is an exchange traded fund. Its investment objective is to seek to provide exposure to the value of bitcoin held by the Trust, less the expenses of the Trust's operations. The fund is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | President | |
The Leonard N Stern School of Business | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 45 |
Frankreich | 2 |
Hong Kong | 2 |
Sektoral
Finance | 16 |
Consumer Services | 11 |
Miscellaneous | 10 |
Technology Services | 7 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 31 |
Director/Board Member | 22 |
Portfolio Manager-Equities | 16 |
Undergraduate Degree | 12 |
Director of Finance/CFO | 10 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Reena Aggarwal | 14 |
Greg Bassuk | 14 |
Kirk Lehneis | 13 |
Michael Pignataro | 12 |
Teddy Fusaro | 11 |
David Louis Fogel | 10 |
Gregory Yury Sivin | 7 |
Laura Simione | 7 |
Yi-Chia Kuo | 7 |
Sabya Sinha | 6 |
Julie Shaevich Abbett | 5 |
Gene Chao | 5 |
Sal Bruno | 4 |
Greg Barrato | 4 |
James Frey Harrison | 3 |
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