Nathan Simons
Analyst-Festverzinsliche Wertpapiere bei First Trust Advisors LP
Ursprung des Netzwerks ersten Grades von Nathan Simons
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
38
| Subsidiary | Investment Managers | 38 |
Empower Capital Management LLC
 Empower Capital Management LLC Investment ManagersFinance Empower Capital Management LLC (ECM) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1994 as Maxim Capital Management, Inc. (dba GW Capital Management, Inc.) until they were converted to an LLC in 1997 under the same name. In September 2012, the firm rebranded as Great-West Capital Management LLC and changed their name to Empower Capital Management LLC in 2022. They are a wholly owned subsidiary of Empower Services Holdings LLC, ultimately owned by Power Financial Corp. (TSX: PWF) in Canada. ECM provides portfolio and investment management services to registered and unregistered mutual funds and/or private investment funds, trust programs and other corporations and institutions.
10
| Subsidiary | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Nathan Simons
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
| University of Colorado Denver | College/University | Masters Business Admin Masters Business Admin | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
Empower Annuity Insurance Company of America
 Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Corporate Officer/Principal Chief Investment Officer | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| Mina Capital Management LLC | Chief Operating Officer Corporate Officer/Principal | ||
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
| NUVEEN AMT-FREE MUNICIPAL VALUE FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Jpmorgan Asset Management Holdings, Inc.
 Jpmorgan Asset Management Holdings, Inc. Investment ManagersFinance JPMorgan Asset Management Holdings, Inc. provides asset management services. It serves institutional and individual investors, managing portfolios, and retirement plans for corporations, governments, and foundations. The company was founded on June 5, 2000 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
| Brown University | College/University | Undergraduate Degree | |
Cambiar Investors LLC
 Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | Investment Managers | Portfolio Manager-Equities | |
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Equity | |
| Invesco Senior Loan Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| ORACLE CORPORATION | Packaged Software | Corporate Officer/Principal | |
| Miami University | College/University | Undergraduate Degree | |
CIFC Investment Management LLC
 CIFC Investment Management LLC Investment ManagersFinance CIFC Investment Management LLC (CIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 as Deerfield Capital Management LLC and became CIFC Investment Management in 2018. They are wholly owned directly by CIFC Capital HoldCo LLC, which is an indirect subsidiary of CIFC LLC. CIM primarily provide investment management services to pooled investment vehicles that are CLOs and to private funds and investors that invest in corporate and structured credit. | Investment Managers | Portfolio Manager-Fixed Income | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | 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 INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | 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 | |
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 HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 23 |
| Miscellaneous | 15 |
| Consumer Services | 12 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 88 |
| Undergraduate Degree | 45 |
| Portfolio Manager-Fixed Income | 37 |
| Portfolio Manager-Equities | 28 |
| Masters Business Admin | 19 |
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