Yon S. Perullo
Vorstandsvorsitzender bei RiXtrema, Inc.
Ursprung des Netzwerks ersten Grades von Yon S. Perullo
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.
34
| Subsidiary | Investment Managers | 34 |
| Public Company | Data Processing Services | 26 | |
Security Global Investors LLC
 Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC
16
| Extinct | Investment Managers | 16 |
RiXtrema, Inc.
 RiXtrema, Inc. Data Processing ServicesTechnology Services RiXtrema, Inc. is a financial technology company based in New York, NY that provides innovative tools for financial advisors using machine learning, artificial intelligence, and data science. The private company's mission is to help financial professionals grow their businesses and comply with fiduciary regulations. RiXtrema's products use fiduciary analytics, science-based mathematical risk assessment models, intuitive interfaces, fine-tuned searches for plans and sponsors, case studies for each product, web-based software, and multi-platform support. In November 2023, the company unveiled Remai, an advanced AI tool that speeds up financial and investment research 10x by providing a straightforward way to ask an investment research question and receive a near-instant answer with an explanation, data, and charts. Remai is not just for financial advisors, but also plan advisors, asset managers, and day traders.
1
| Private Company | Data Processing Services | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Yon S. Perullo
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Guggenheim Funds Investment Advisors LLC
 Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Equities Corporate Officer/Principal Head-Fixed Income Invts | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree Undergraduate 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-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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-Equity Analyst-Equity | |
The Security Benefit Group of Cos.
 The Security Benefit Group of Cos. Investment ManagersFinance The Security Benefit Group of Cos. provides financial and investment advisory services. It also provides a range of variable & fixed annuities, security funds and retirement products. The company is headquartered in Topeka, KS. | Investment Managers | Chairman Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Rydex ETF Trust | Investment Trusts/Mutual Funds | Chief Investment Officer Chief Executive Officer | |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | Analyst-Equity Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Security Mid Cap Growth Fund | Investment Trusts/Mutual Funds | Compliance Officer President | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
| GUGGENHEIM CREDIT ALLOCATION FUND | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
| SBL Fund | Investment Trusts/Mutual Funds | Compliance Officer President | |
| Guggenheim Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer President | |
Rydex Advisors II LLC
 Rydex Advisors II LLC Investment ManagersFinance Part of Guggenheim Partners LLC, Rydex Advisors II LLC is a company that provides investment advice. The company is based in Rockville, MD. | Investment Managers | Compliance Officer Chief Investment Officer | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
| Security Large Cap Value Fund | Compliance Officer President | ||
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
Vertical Research Partners LLC
 Vertical Research Partners LLC Investment ManagersFinance Founded in 2010 by Jeffrey Sprague, Michael Heffernan and Nicole Parent, Vertical Research Partners LLC is an independent equity research firm located in Stamford, Connecticut. The firm provides proprietary research and analysis that focuses on the industrial sector. | Investment Managers | Analyst-Equity | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity | |
| CHART INDUSTRIES, INC. | Industrial Machinery | Investor Relations Contact | |
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Analyst-Equity | |
| University of California, Davis | College/University | Graduate Degree | |
U.S. Green Building Council, Inc.
 U.S. Green Building Council, Inc. Miscellaneous Commercial ServicesCommercial Services The U.S. Green Building Council, Inc. is a non-profit organization that aims to transform the way buildings and communities are designed, built, and operated to create an environmentally and socially responsible environment. The non-profit company is based in Washington and was founded in 1993 by Steven Richard Fedrizzi. The organization provides a framework for creating healthy, efficient, and cost-saving buildings through the Leadership in Energy and Environmental Design (LEED) rating system. The LEED certification is available for virtually all buildings, communities, and homes. The organization offers various resources, including exam prep materials, to help professionals advance their careers in green building. Peter Templeton has been the CEO of the American company since 2021. | Miscellaneous Commercial Services | 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 | Graduate Degree | |
The California Public Employees Retirement System
 The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Corporate Officer/Principal | |
FirstRain, Inc.
 FirstRain, Inc. Packaged SoftwareTechnology Services FirstRain, Inc. provides search-driven research applications. Its analytics engines extract meaning, create flexible relational structures and generate dynamic systems of data sets that are business aware. The firm also provides strategy, sales, marketing and risk solutions. The company was founded by Navaid Farooqi, Gaurav Rewari, Jaswinder Pal Singh and Manu Warikoo in 2000 and is headquartered in San Mateo, CA. | Packaged Software | Corporate Officer/Principal | |
Jaywalk, Inc.
 Jaywalk, Inc. Miscellaneous Commercial ServicesCommercial Services Part of The Bank of New York Mellon Corp., Jaywalk, Inc. is a company that provides research services and products for investors. The company is based in Alpharetta, GA. Jaywalk was acquired by The Bank of New York Co., Inc. on March 19, 2002. Ward. The company was founded by Christian J. | Miscellaneous Commercial Services | Sales & Marketing | |
EDGAR Online, Inc.
 EDGAR Online, Inc. Internet Software/ServicesTechnology Services EDGAR Online, Inc. provides business, financial, and competitive information over the Internet. It offers distribution of company data and public filings for equities, mutual funds and other publicly traded assets. The company was founded in November 1995 and is headquartered in Rockville, MD. | Internet Software/Services | Sales & Marketing |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 23 |
| Miscellaneous | 16 |
| Consumer Services | 8 |
| Commercial Services | 3 |
| Technology Services | 3 |
Operativ
| Corporate Officer/Principal | 98 |
| Director/Board Member | 62 |
| Portfolio Manager-Equities | 54 |
| Analyst-Equity | 48 |
| Undergraduate Degree | 46 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Donald Christopher Cacciapaglia | 40 |
| Joanna M. Catalucci | 28 |
| Richard M. Goldman | 23 |
| John S. Gross | 14 |
| Farhan Sharaff | 13 |
| Michael Byrum | 12 |
| Rachel Stern | 12 |
| Kris Robbins | 12 |
| John Walsh | 10 |
| Robert Varghese | 9 |
| Mathew Blackman | 9 |
| James McGonigle | 9 |
| John Patrick Mulroy | 8 |
| Scott Allen Billeadeau | 8 |
| Cezary Nadecki | 8 |
- Börse
- Insiders
- Yon S. Perullo
- Unternehmensverbindungen
