David C. Lebisky
Präsident bei Lebisky Compliance Consulting LLC
Ursprung des Netzwerks ersten Grades von David C. Lebisky
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.
7
| Subsidiary | Investment Managers | 7 |
Scotia Institutional Investments US LP
 Scotia Institutional Investments US LP Investment ManagersFinance Scotia Institutional Investors US LP is a registered investment advisor located in Berwyn, Pennsylvania. The firm is a subsidiary of Bank of Nova Scotia "Scotiabank" (NYSE: BNS).
2
| Extinct | Investment Managers | 2 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von David C. Lebisky
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| COHEN & STEERS TOTAL RETURN REALTY FUND, INC. | Investment Trusts/Mutual Funds | General Counsel | |
| FPA New Income, Inc. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Secretary | |
| PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Chief Tech/Sci/R&D Officer | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
| THE NEW IRELAND FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| Investment Managers Series Trust III | Investment Trusts/Mutual Funds | Compliance Officer Corporate Secretary | |
| COHEN & STEERS QUALITY INCOME REALTY FUND, INC. | Investment Trusts/Mutual Funds | General Counsel | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
| COHEN & STEERS REIT AND PREFERRED INCOME FUND, INC. | Investment Trusts/Mutual Funds | General Counsel | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
FundVantage Trust
 FundVantage Trust Investment Trusts/Mutual FundsMiscellaneous FundVantage Trust operates as an Open-End Investment Fund/Unit Trust. The company was founded on September 28, 2007 and is headquartered in Wilmington, DE. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Compliance Officer | |
| Bragg Capital Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Cohen & Steers MLP Fund, Inc.
 Cohen & Steers MLP Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cohen & Steers MLP Fund, Inc. operates as a close-end investment fund and trust. The company was founded in August 4, 2010 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| COHEN & STEERS SELECT PREFERRED AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | General Counsel | |
Morgan Creek Global Equity Long Short Fund
 Morgan Creek Global Equity Long Short Fund Investment Trusts/Mutual FundsMiscellaneous Morgan Creek Global Equity Long Short Fund is a closed-end management investment company. It invests in various sectors, including healthcare, education, industrials and housing. The Fund's investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Morgan Creek Global Equity Long Short Institutional Fund
 Morgan Creek Global Equity Long Short Institutional Fund Investment Trusts/Mutual FundsMiscellaneous Morgan Creek Global Equity Long Short Institutional Fund is a non-diversified closed-end management investment company. Its investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company was founded on August 16, 2010 and is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Cohen & Steers Global Power & Utility Fund, Inc.
 Cohen & Steers Global Power & Utility Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cohen & Steers Global Power & Utility Fund, Inc. is a non-diversified, closed-end management investment company. Its objective is to earn high current income and capital appreciation. The company intends to achieve its objective by investing in a portfolio of income producing securities issued by global power and utility companies. The company was founded on August 10, 2011 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | 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 | 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 | 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 | Corporate Officer/Principal | |
| COHEN & STEERS LIMITED DURATION PREFERRED AND INCOME FUND, INC. | Investment Trusts/Mutual Funds | General Counsel | |
Lattice Strategies Trust
 Lattice Strategies Trust Investment Trusts/Mutual FundsMiscellaneous Lattice Strategies Trust provides investment solutions. It processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions. Lattice Strategies Trust was founded in 2007 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| FPA Crescent Fund | Investment Trusts/Mutual Funds | Compliance Officer Corporate Secretary | |
| FPA Flexible Fixed Income Fund | Investment Trusts/Mutual Funds | Compliance Officer Corporate Secretary | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
White & Case LLP
 White & Case LLP Miscellaneous Commercial ServicesCommercial Services White & Case LLP provides legal services. The company's clients include commercial businesses, financial institutions, government, and state-owned entities. It has offices in the United States, Latin America, Europe, the Middle East, Africa, and Asia. The company was founded in 1901 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| LaSalle University | College/University | Masters Business Admin | |
| COHEN & STEERS INFRASTRUCTURE FUND, INC | Investment Trusts/Mutual Funds | General Counsel | |
| Board Liaison Associate, Inc. | Director/Board Member | ||
| Dokuz Eylül Üniversitesi | College/University | Undergraduate Degree | |
PFM Multi-Manager Series Trust
 PFM Multi-Manager Series Trust Investment ManagersFinance PFM Multi-Manager Series Trust is an investment management company. The company is headquartered in Harrisburg, PA. | Investment Managers | Corporate Secretary | |
FPA U.S. Core Equity Fund, Inc.
 FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Financial Conglomerates | Compliance Officer Corporate Secretary |
Statistik
International
| Vereinigte Staaten | 49 |
| Brasilien | 2 |
| Türkei | 2 |
Sektoral
| Miscellaneous | 34 |
| Finance | 14 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Operativ
| Corporate Officer/Principal | 31 |
| Corporate Secretary | 21 |
| General Counsel | 11 |
| Compliance Officer | 8 |
| Analyst-Equity | 3 |
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