Ursprung des Netzwerks ersten Grades von Matthew Treter
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
8
| Private Company | Investment Managers | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Matthew Treter
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 Secretary Corporate Officer/Principal Chief Executive Officer | |
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 | General Counsel Corporate Officer/Principal Chief Executive Officer | |
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 HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
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. | Financial Conglomerates | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer 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 | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
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 Secretary Corporate Officer/Principal Chief Executive Officer | |
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 Secretary Corporate Officer/Principal Chief Executive Officer | |
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 Chief Executive Officer | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Public Communications Contact Chief Executive Officer Chairman | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
Capital Access International
 Capital Access International Internet Software/ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Capital Access International is a company that provides institutional fixed income data, including profiles of firms and their bond holdings. The company is based in Morristown, NJ. Capital Access International was acquired by Lipper & Co., Inc. on December 02, 2002 for $6.35 million. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
DPC DATA, Inc.
 DPC DATA, Inc. Information Technology ServicesTechnology Services DPC DATA, Inc. provides securities-related data products and services to financial institutions and information intermediaries. The company offers information on municipal securities, official statements, escrow documents, document amendments, financial statements, continuing disclosure reports, and material event notices. It also provides data, document, and electronic document delivery services. The company was founded by Peter J. Schmitt in 1992 and is headquartered in Fort Lee, NJ. | Information Technology Services | President Chief Operating Officer | |
First Trust SkyBridge Bitcoin ETF Trust
 First Trust SkyBridge Bitcoin ETF Trust Investment Trusts/Mutual FundsMiscellaneous First Trust SkyBridge Bitcoin ETF Trust is a newly organized exchange-traded fund that issues common shares of beneficial interest. The firm was founded on March 12, 2021 and is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| St. Joseph's University | College/University | Undergraduate Degree | |
PeopleStrategy, Inc.
 PeopleStrategy, Inc. Packaged SoftwareTechnology Services PeopleStrategy, Inc. provides human capital management solutions. It offers payroll processing, retirement planning, and managed services. The company was founded by Randy Cooper in 2002 and is headquartered in Edison, NJ. | Packaged Software | Director/Board Member | |
The Charger Corp.
 The Charger Corp. Financial ConglomeratesFinance The Charger Corp. operates as an investment holding company. The company is headquartered in Wheaton, IL. | Financial Conglomerates | President | |
| First Trust Exchange-Traded Fund II | Investment Trusts/Mutual Funds | President | |
| Wheaton College (Illinois) | College/University | Director/Board Member | |
First Trust Convertible Securities Income Fund
 First Trust Convertible Securities Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Convertible Securities Income Fund operates as a closed-end investment fund. The company is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | General Counsel | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Director/Board Member | |
Morgan Stanley Investment Management (NY)
 Morgan Stanley Investment Management (NY) Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Investment Management is a company based in New York, NY. The company is an active manager of capital, with a focus on outperforming the market and delivering results for their clients. The company's team of experienced professionals applies their expertise across public and private markets worldwide, offering single-sector, multi-asset, and custom solutions. | Investment Managers | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 50 |
| Kanada | 2 |
Sektoral
| Miscellaneous | 35 |
| Finance | 12 |
| Technology Services | 4 |
| Consumer Services | 3 |
Operativ
| President | 43 |
| Chief Executive Officer | 36 |
| Corporate Secretary | 32 |
| Chairman | 31 |
| General Counsel | 29 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| James Dykas | 44 |
| James Bowen | 38 |
| William Jardine | 33 |
| Michael A. Ruvo | 4 |
| Michael J. Chintala | 3 |
| Paul Daley | 2 |
| Jonathan Volle | 1 |
| Robert Peterson | 1 |
- Börse
- Insiders
- Matthew Treter
- Unternehmensverbindungen
