Ward Bortz
Portfolio Manager-Aktien bei Angel Oak Capital Advisors LLC
Ursprung des Netzwerks ersten Grades von Ward Bortz
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
The University of Chicago
494
| College/University | Other Consumer Services | 494 |
Columbia Business School
289
| College/University | Other Consumer Services | 289 |
Angel Oak Capital Advisors LLC
 Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).
19
| Subsidiary | Investment Managers | 19 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Ward Bortz
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| FORD MOTOR COMPANY | Motor Vehicles | Corporate Officer/Principal | |
Tudor Investment Corp.
 Tudor Investment Corp. Investment ManagersFinance Tudor Investment Corp. (TIC) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1980 by Paul T. Jones, II. TIC provides discretionary investment advisory services to various hedge funds, private equity funds and managed accounts. Investors in these funds generally include high-net worth individuals and related entities, sovereign entities, pension funds, non-financial corporates, financial institutions, endowments and foundations, fund-of-fund vehicles and proprietary capital from current and former personnel. | Investment Managers | Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
| Angel Oak Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Graduate Degree | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Angel Oak Strategic Credit Fund
 Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Secretary | |
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 | Corporate Officer/Principal Masters Business Admin Masters Business Admin Undergraduate Degree | |
| ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Fixed Income Corporate Officer/Principal | |
| University of Illinois | College/University | Graduate Degree Doctorate Degree Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Market Strategist Market Strategist | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Graduate Degree Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Graduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Medical School | College/University | Doctorate Degree Graduate Degree | |
| ANGEL OAK MORTGAGE REIT, INC. | Real Estate Investment Trusts | Chairman Chief Executive Officer | |
Argonne National Laboratory
 Argonne National Laboratory Miscellaneous Commercial ServicesCommercial Services Argonne National Laboratory provides research and technology services. Its research areas include computer science, energy, environmental management, and industrial technology. The company was founded in 1946 and is headquartered in Lemont, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
American Academy of Arts & Sciences
 American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
PT Dayaindo Resources International
 PT Dayaindo Resources International CoalEnergy Minerals PT Dayaindo Resources International engages in the general mining of natural resources, renewable energy, and infrastructure investment. The firm operates through the following segments: Coal Business, Shipping Business, and Nickel Trading. Its activities include coal mining and trading, nickel mining and processing, and logistics. The company was founded on April 21, 1994 and is headquartered in Jakarta, Indonesia. | Coal | Chairman | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Andrew W Mellon Foundation | Director/Board Member | ||
| Wexner Center for the Arts | Director/Board Member | ||
National Academy of Medicine (United States)
 National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Tonkon Torp LLP
 Tonkon Torp LLP Miscellaneous Commercial ServicesCommercial Services Tonkon Torp LLP provides legal services. It offers legal advice and litigation services on bankruptcy and reorganization, business and corporate, estate planning and advocacy, financial services and investment management, government relations, and intellectual property. The company was founded by Frederick Torp, Brian Booth, Moe Tonkon, Morris Galen, Terry Baker, Don Marmaduke, and Kenneth Stephens in 1974 and is headquartered in Portland, OR. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Oxford | College/University | Graduate Degree | |
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 | Analyst-Fixed Income | |
| TALIS BIOMEDICAL CORPORATION | Medical Specialties | Director/Board Member | |
Guttmacher Institute, Inc.
 Guttmacher Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Guttmacher Institute, Inc. promotes reproductive health awareness program. It offers healthcare, policy analysis, program development, research and public education services. The company was founded in 1968 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 44 |
| Indonesien | 2 |
| Indien | 2 |
| Vereinigtes Königreich | 2 |
Sektoral
| Finance | 20 |
| Consumer Services | 15 |
| Commercial Services | 6 |
| Miscellaneous | 4 |
| Consumer Durables | 2 |
Operativ
| Director/Board Member | 144 |
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 85 |
| Masters Business Admin | 52 |
| Analyst-Equity | 39 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Michael Polsky | 31 |
| Jon Winkelried | 20 |
| James Crown | 19 |
| Giacomo Balzarini | 19 |
| Edward J. Largent | 18 |
| Feng Li | 17 |
| Samarth Chandra | 15 |
| Sreeni Prabhu | 14 |
| Dan P. Brinkenhoff | 13 |
| Melissa Gilliam | 12 |
| Lisa Thomas | 12 |
| C. F. Li | 11 |
| Don Michael Randel | 11 |
| Ari David | 10 |
| Leslie Crowe | 10 |
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