Kris Marca

Analyst-Equity bei NFJ Investment Group LLC

Finance

Consumer Services

Ursprung des Netzwerks ersten Grades von Kris Marca

Einheit	Art der Einheit	Industrie
NFJ Investment Group LLC NFJ Investment Group LLC Investment ManagersFinance NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies. 9	Subsidiary	Investment Managers	9

Unternehmensgrafik - zweiten Grades

Beziehungen zu mehreren Unternehmen

Unternehmensverbindungen über das persönliche Netzwerk von Kris Marca

Unternehmen	Sektor	Verknüpfte Personen	Hauptposition
Allianz Global Investors U.S. LLC Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs.	Investment Managers	Burns McKinney Paul Magnuson Thomas Oliver Jeff Reed John Mowrey Jonathan Reilly	Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity Head-Equity Investments Analyst-Equity
The University of Texas at Austin	College/University	Thomas Oliver Jeff Reed	Masters Business Admin Masters Business Admin
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.	College/University	John Mowrey Jonathan Reilly	Masters Business Admin Masters Business Admin
Virtus Investment Trust	Investment Trusts/Mutual Funds	George Aylward	President
Virtus Dividend Interest & Premium Strategy Fund	Investment Trusts/Mutual Funds	George Aylward	Chief Executive Officer
Virtus Allianzgi Closed-End Funds		George Aylward	Chief Executive Officer
Virtus Strategy Trust	Investment Trusts/Mutual Funds	George Aylward	President
Phoenix Capital, Inc. Phoenix Capital, Inc. Financial ConglomeratesFinance Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO.	Financial Conglomerates	George Aylward	President
Virtus Event Opportunities Trust Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY.	Investment Trusts/Mutual Funds	George Aylward	President
The Merger Fund VL	Investment Trusts/Mutual Funds	George Aylward	President
Merger Fund	Investment Trusts/Mutual Funds	George Aylward	President
VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	Investment Trusts/Mutual Funds	George Aylward	Chief Executive Officer
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	Investment Trusts/Mutual Funds	George Aylward	Chief Executive Officer
Virtus Global Funds Plc	Investment Trusts/Mutual Funds	George Aylward	Director/Board Member
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	Burns McKinney	Analyst-Equity
Investment Company Institute Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.	Miscellaneous Commercial Services	George Aylward	Director/Board Member
Dartmouth College	College/University	Burns McKinney	Undergraduate Degree
University of Pennsylvania	College/University	Burns McKinney	Masters Business Admin
University of Nebraska	College/University	Paul Magnuson	Undergraduate Degree
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.	Miscellaneous Commercial Services	Thomas Oliver	Comptroller/Controller/Auditor
Frost Bank (San Antonio, Texas) Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX.	Regional Banks	Jeff Reed	Corporate Officer/Principal
Texas Christian University	College/University	Jeff Reed	Undergraduate Degree
Rhodes College	College/University	John Mowrey	Undergraduate Degree
Princeton University	College/University	Jonathan Reilly	Undergraduate Degree
University of Hong Kong	College/University	Yue Wang	Undergraduate Degree
University of Texas at Austin Graduate School	College/University	Yue Wang	Graduate Degree
Virtus Alternative Solutions Trust Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.	Investment Trusts/Mutual Funds	George Aylward	President
VIRTUS CONVERTIBLE & INCOME FUND II	Investment Trusts/Mutual Funds	George Aylward	Chief Executive Officer
University of Connecticut	College/University	George Aylward	Undergraduate Degree
The University of Connecticut Foundation, Inc.	Investment Trusts/Mutual Funds	George Aylward	Director/Board Member
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.	Miscellaneous Commercial Services	George Aylward	Corporate Officer/Principal
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND	Investment Trusts/Mutual Funds	George Aylward	Chief Executive Officer
THE PHOENIX COMPANIES, INC.	Life/Health Insurance	George Aylward	Chief Executive Officer
Virtus Alternative Investment Advisers, Inc. Virtus Alternative Investment Advisers, Inc. Investment ManagersFinance Virtus Alternative Investment Advisers, Inc. (VAIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Virtus Partners, Inc., owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VAIA provides investment services and manages investment advisory accounts for certain open-end and closed-end registered investment companies (Funds) and UCITS.	Investment Managers	George Aylward	Chief Executive Officer
VIRTUS GLOBAL DIVIDEND & INCOME FUND INC.	Investment Trusts/Mutual Funds	George Aylward	Chief Executive Officer
VIRTUS INVESTMENT PARTNERS, INC.	Investment Managers	George Aylward	Chief Executive Officer
Virtus Investment Advisers, Inc. Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.	Investment Managers	George Aylward	Chief Executive Officer
Goodwin Capital Advisers, Inc. Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.	Investment Managers	George Aylward	Portfolio Manager-Fixed Income