Franklin Ruben
Portfolio Manager-Fixed Income bij Corient Private Wealth LLC
Oorsprong van het eerstegraads netwerk van Franklin Ruben
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
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.
385
| Subsidiary | Investment Managers | 385 |
The University of Texas at Austin
361
| College/University | Other Consumer Services | 361 |
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.
32
| Subsidiary | Investment Managers | 32 |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.
24
| Extinct | Investment Managers | 24 |
Van Kampen American Capital, Inc.
Van Kampen American Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Invesco Ltd., Van Kampen American Capital, Inc. is a closed-end investment company. The company is based in IL. Van Kampen American Capital was acquired by Morgan Stanley Group, Inc. from Clayton Dubilier & Rice LLC on October 31, 1996 for $745 million.
1
| Subsidiary | Investment Trusts/Mutual Funds | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Franklin Ruben via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
INVESCO Funds Group, Inc.
INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Fixed Income Trading-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
Van Kampen Advisors, Inc. | Director/Board Member Corporate Officer/Principal | ||
University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Director/Board Member Chief Investment Officer Chief Investment Officer President Chief Operating Officer | |
Invesco Fixed Income Trust | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Equity Analyst-Equity | |
Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree | |
Rice University | College/University | Masters Business Admin Masters Business Admin | |
University of Missouri | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Fleming Asset Management (USA), Inc.
JPMorgan Fleming Asset Management (USA), Inc. Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
McGill University | College/University | Undergraduate Degree Masters Business Admin | |
Baylor University | College/University | Masters Business Admin Undergraduate Degree | |
JPMorgan Fleming Asset & Wealth Management
JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
Texas A&M University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
Tulane University (Louisiana) | College/University | Director/Board Member Masters Business Admin | |
University of Georgia | College/University | Masters Business Admin Undergraduate Degree | |
University of Houston
University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Corporate Officer/Principal Graduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
Invesco Senior Secured Management, Inc.
Invesco Senior Secured Management, Inc. Investment ManagersFinance Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs. | Investment Managers | Chief Investment Officer Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
INVESCO SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Louisville | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 | Corporate Officer/Principal Director/Board Member Chairman | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
C. T. Bauer College of Business | College/University | Masters Business Admin Masters Business Admin | |
Ursinus College | College/University | Undergraduate Degree Undergraduate Degree | |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Investment Adviser Association operates as non-profit organization that exclusively represents the interests of SEC-registered investment adviser firms. The company was founded by Jane H. Williams in 1937 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 49 |
Canada | 2 |
Sectoraal
Consumer Services | 23 |
Finance | 19 |
Miscellaneous | 7 |
Technology Services | 2 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 173 |
Undergraduate Degree | 96 |
Portfolio Manager-Equities | 83 |
Corporate Secretary | 78 |
General Counsel | 76 |
Sterkste connecties
Insiders | |
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John Zerr | 111 |
J. Philip Ferguson | 18 |
Gregory McGreevey | 14 |
Juliet Ellis | 13 |
Greg Stoeckle | 12 |
Philip Yarrow | 11 |
John S. Segner | 10 |
Kevin Collins | 9 |
Henry Lartigue | 9 |
Andrew Tyson Lees | 9 |
Eric A. Blumrosen | 8 |
Mark Paris | 8 |
Tom Ewald | 8 |
Anthony Richard Clemente | 8 |
Bill Stone | 8 |
- Beurs
- Insiders
- Franklin Ruben
- Bedrijfsconnecties