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Ursprung des Netzwerks ersten Grades von Robert Anthony Fischer
Einheit | Art der Einheit | Industrie | |
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Transamerica Asset Management, Inc.
![]() Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Anthony Fischer
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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The Caldwell & Orkin Funds, Inc. | Investment Trusts/Mutual Funds | Compliance 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 | Corporate Officer/Principal | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Transamerica Financial Advisors, Inc.
![]() Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Investment Managers | Director of Research - Equity | |
ALPS Series Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
SRH TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Colorado State University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
Indiana University | College/University | Masters Business Admin | |
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 | Graduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree | |
ALPS Fund Services, Inc.
![]() ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Bellatore Financial, Inc.
![]() Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Investment Managers | Portfolio Manager-Equities | |
Capital Allocation & Management, Inc.
![]() Capital Allocation & Management, Inc. Investment ManagersFinance Capital Allocation & Management, Inc. provides professional investment management and consulting services. The company was founded by Bo Boykin on December 23, 1987 and is headquartered in Greenwood Village, CO. | Investment Managers | Corporate Officer/Principal | |
Fidelity Investments (New York) | Corporate Officer/Principal | ||
Doyle Wealth Management LLC
![]() Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Investment Managers | Analyst-Equity | |
PRINCIPAL REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Standard Model Capital Strategy, Inc.
![]() Standard Model Capital Strategy, Inc. Investment ManagersFinance Standard Model Capital Strategy, Inc. provides investment research. The private company is based in Dedham, MA. The company was founded in 2014 by Sean Michael Corry Serrell. | Investment Managers | Founder | |
Clough Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
Goehring & Rozencwajg Investment Funds | Compliance Officer | ||
1WS Credit Income Fund | Investment Trusts/Mutual Funds | Compliance Officer | |
Bluerock High Income Institutional Credit Fund
![]() Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer |
Statistik
International
Vereinigte Staaten | 32 |
Sektoral
Miscellaneous | 14 |
Finance | 9 |
Consumer Services | 9 |
Operativ
Compliance Officer | 15 |
Analyst-Equity | 6 |
Corporate Officer/Principal | 5 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 4 |
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