Dianna P. Wengler
Corporate Officer/Principal bij DTF TAX-FREE INCOME 2028 TERM FUND INC.
Oorsprong van het eerstegraads netwerk van Dianna P. Wengler
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.
31
| Operating Division | Investment Managers | 31 |
J.J.B. Hilliard, W.L. Lyons LLC
 J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash. Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company.
30
| Extinct | Investment Banks/Brokers | 30 |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.
28
| Subsidiary | Investment Managers | 28 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Dianna P. Wengler via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Chairman Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Compliance Officer Corporate Secretary Director/Board Member Director/Board Member Compliance Officer | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Chairman Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO Compliance Officer Corporate Secretary Director/Board Member Director/Board Member Compliance Officer | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities President Analyst-Equity Compliance Officer | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Chairman General Counsel | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Chairman General Counsel | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Chairman General Counsel | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member General Counsel | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member General Counsel | |
| University of Pennsylvania | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member General Counsel | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman General Counsel | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member General Counsel Chairman General Counsel | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member General Counsel | |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member General Counsel | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member General Counsel | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman General Counsel | |
| University of Kentucky | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman General Counsel | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel | |
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Head-Fixed Income Invts President Chief Executive Officer | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
| Marquette University | College/University | Director/Board Member Undergraduate Degree Masters Business Admin | |
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 Undergraduate Degree Undergraduate Degree | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman General Counsel | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman General Counsel | |
Baird Financial Group, Inc.
 Baird Financial Group, Inc. Investment Banks/BrokersFinance Baird Financial Group, Inc. engages in the provision of wealth management, capital markets, asset management, and private equity services. The company was founded on August 20, 2012 and is headquartered in Milwaukee, WI. | Investment Banks/Brokers | Director/Board Member Chief Executive Officer Corporate Officer/Principal | |
| The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
United Way of Greater Milwaukee & Waukesha County, Inc.
 United Way of Greater Milwaukee & Waukesha County, Inc. Hospital/Nursing ManagementHealth Services United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Xavier University | College/University | Undergraduate Degree Graduate Degree | |
| University of Virginia Darden School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
| The Medical College of Wisconsin, Inc. | College/University | Director/Board Member Director/Board Member | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Hongkong | 2 |
Sectoraal
| Miscellaneous | 23 |
| Consumer Services | 19 |
| Finance | 9 |
| Health Services | 2 |
| Commercial Services | 2 |
Operationeel
| Director/Board Member | 215 |
| Corporate Officer/Principal | 198 |
| President | 133 |
| Undergraduate Degree | 77 |
| Independent Dir/Board Member | 66 |
Sterkste connecties
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Philip McLoughlin | 46 |
| David Vitale | 32 |
| Mary Stanek | 29 |
| William Renahan | 26 |
| Jennifer S. Fromm | 26 |
| Geraldine McNamara | 24 |
| Owen Sullivan | 18 |
| Mareilé Bayard-Cusack | 16 |
| Shaun E. Murphy | 15 |
| C. H. Randolph Lyon | 13 |
| James Stuckert | 13 |
| Steve Booth | 12 |
| Christian H. Poindexter | 11 |
| Eileen Moran | 11 |
- Beurs
- Insiders
- Dianna P. Wengler
- Bedrijfsconnecties