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Oorsprong van het eerstegraads netwerk van Daniel F. Rourke
Entiteit | Type entiteit | Industrie | |
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Calvert Research & Management
![]() Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
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| Subsidiary | Investment Managers | 14 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Daniel F. Rourke via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Cowen & Co. LLC
![]() Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity | |
EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
Eaton Vance Management
![]() Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a 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 provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Corporate Officer/Principal | |
EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal | |
PAAMCO Prisma LLC
![]() PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Investment Managers | Corporate Officer/Principal | |
EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
TD Securities (USA) LLC
![]() TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity | |
IntraFi Network LLC
![]() IntraFi Network LLC Finance/Rental/LeasingFinance IntraFi Network engages in the provision of financial technology solutions for banks, brokerage firms, and other financial institutions. The firm offers balance sheet and liquidity management solutions, and deposit allocation services. The company was founded by Eugene A. Ludwig, Alan S. Blinder, Mark P. Jacobsen, and Alfred H. Moses in May 2002 and is headquartered in Arlington, VA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Boston Management & Research
![]() Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | President | |
Dartmouth College | College/University | Undergraduate Degree Masters Business Admin | |
George Washington University | College/University | Undergraduate Degree | |
Institutional Shareholder Services, Inc.
![]() Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Corporate Officer/Principal | |
Colgate University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
The Johns Hopkins University | College/University | Graduate Degree Graduate Degree | |
Middlebury College | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Williams College | College/University | Undergraduate Degree | |
Bank Rhode Island
![]() Bank Rhode Island Regional BanksFinance Bank Rhode Island operates as a commercial bank. It offers baking products and services that include: checking accounts, online banking, business lending, cash management, business credit cards, foreign exchange services, and investment services. The company is headquartered in Providence, RI. | Regional Banks | Comptroller/Controller/Auditor | |
Federal Energy Regulatory Commission | General Government | Corporate Officer/Principal | |
London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
U.S. Department of the Treasury | General Government | Corporate Officer/Principal | |
The State University of New York | College/University | Undergraduate Degree | |
New England Aquarium Corp.
![]() New England Aquarium Corp. Agricultural Commodities/MillingProcess Industries New England Aquarium Corp. provides ocean exploration and marine conservation. The company was founded in 1969 and is headquartered in Boston, MA. | Agricultural Commodities/Milling | Director/Board Member | |
Philipps University of Marburg | College/University | Graduate Degree | |
State Street Bank & Trust Co. of California, NA
![]() State Street Bank & Trust Co. of California, NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA. | Regional Banks | Corporate Officer/Principal | |
Calvert Social Investment Foundation, Inc.
![]() Calvert Social Investment Foundation, Inc. Financial ConglomeratesFinance Calvert Social Investment Foundation, Inc. provides community investment notes to social development organizations. The firm connects individual investors with organizations working globally, developing affordable housing, creating jobs, protecting the environment, and working in other ways for the social good. The company was founded in 1995 and is headquartered in Bethesda, MD. | Financial Conglomerates | Director/Board Member | |
Loan Syndications & Trading Association, Inc.
![]() Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Chairman Director/Board Member | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Farmer School of Business | College/University | Undergraduate 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 | Corporate Officer/Principal | |
Lord Abbett Special Situations Income Fund
![]() Lord Abbett Special Situations Income Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Special Situations Income Fund operates as an interval fund. It is a non-diversified, closed-end management investment firm. Its investment objective is total return and capital appreciation. The company was founded in 2021 and is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Sustainability Accounting Standards Board
![]() Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
University of Virginia Darden School of Business | College/University | Graduate Degree | |
Lord Abbett Credit Opportunities Fund
![]() Lord Abbett Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Credit Opportunities Fund is a closed-end management investment company that continuously offers its common shares and is operated as an interval fund. The company was founded on September 18, 2018 and is Headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director of Finance/CFO |
Statistieken
Internationaal
Verenigde Staten | 48 |
Verenigd Koninkrijk | 2 |
Duitsland | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 17 |
Miscellaneous | 9 |
Government | 3 |
Electronic Technology | 2 |
Operationeel
Corporate Officer/Principal | 22 |
Portfolio Manager-Fixed Income | 13 |
Undergraduate Degree | 13 |
Analyst-Equity | 11 |
Portfolio Manager-Equities | 9 |
Sterkste connecties
Insiders | |
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Scott H. Page | 16 |
Mike Weilheimer | 10 |
Marshall Stocker | 9 |
Craig Russ | 7 |
Michael J. Hebert | 7 |
Andrew Sveen | 6 |
John Miller | 6 |
Jessica A. Milano | 5 |
Frank Coughlin | 5 |
Dan Dorman | 4 |
Hellen Mbugua | 4 |
Erica Lasdon | 3 |
Edward Kamonjoh | 3 |
Ibrahim Kara | 3 |
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