Jeff Bakalar
Corporate Officer/Principal bij SABA CAPITAL INCOME & OPPORTUNITIES FUND
Oorsprong van het eerstegraads netwerk van Jeff Bakalar
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.
275
| Subsidiary | Investment Managers | 275 |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.
252
| Subsidiary | Investment Managers | 252 |
University of Illinois
173
| College/University | Other Consumer Services | 173 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 64 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 28 | |
Continental Bank Corp.
19
| Extinct | Financial Conglomerates | 19 |
First National Bank of Chicago (Illinois)
10
| Extinct | Major Banks | 10 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeff Bakalar via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member Director of Finance/CFO Chief Executive Officer Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Chairman Corporate Officer/Principal Corporate Secretary Director/Board Member Comptroller/Controller/Auditor President Chief Executive Officer | |
| VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Director of Finance/CFO Chief Executive Officer Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Secretary Director/Board Member Treasurer President Chief Executive Officer | |
| VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member Director of Finance/CFO Chief Executive Officer Chairman Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Corporate Officer/Principal Corporate Secretary Director/Board Member Treasurer President | |
| VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director of Finance/CFO Chief Executive Officer Chairman Director/Board Member Director/Board Member President Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman President Corporate Secretary Director/Board Member Comptroller/Controller/Auditor President Chief Executive Officer | |
| VOYA NATURAL RESOURCES EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Director of Finance/CFO Chief Executive Officer Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Corporate Officer/Principal Corporate Secretary Director/Board Member Treasurer President | |
| VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member Director of Finance/CFO Chief Executive Officer Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Corporate Secretary Director/Board Member Treasurer President Chief Executive Officer | |
Voya Equity Trust
 Voya Equity Trust Investment Trusts/Mutual FundsMiscellaneous Voya Equity Trust is a open-End Investment Fund/Unit Trust, operates as a mutual fund closed company. It seeks long term growth of capital and income. The company was founded on and is headquartered in Scottsdale, AZ. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Analyst-Equity Director of Research - Equity Head-Equity Investments Analyst-Equity Head-Equity Investments Analyst-Equity Analyst-Equity Analyst-Equity | |
Voya Funds Services LLC
 Voya Funds Services LLC Investment ManagersFinance Part of Voya Financial, Inc., Voya Funds Services LLC provides planning and advisory services. The company is based in Scottsdale, AZ. Andy Simonoff has been the CEO of the company since 2023. | Investment Managers | Chief Operating Officer Director/Board Member Director/Board Member Corporate Secretary Corporate Officer/Principal Director/Board Member Chief Executive Officer | |
Voya Investments LLC
 Voya Investments LLC Investment ManagersFinance Voya Investments LLC (VIL) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The predecessor of VIL began business as an investment adviser in 1994. In 2001, the name of the investment adviser changed from Pilgrim Investments, Inc. to ING Pilgrim Investments LLC. They became ING Investments LLC in 2002 and Voya Investments LLC in 2014. The firm is a wholly-owned subsidiary of Voya Funds Services LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). VIL serves as an investment adviser for certain open- and closed-end registered investment companies and to certain Cayman Islands-based CLOs. | Investment Managers | Compliance Officer Chief Executive Officer Investment Committee Member Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Connecticut | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal President Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Doctorate Degree Undergraduate Degree Corporate Officer/Principal Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree | |
| Voya Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member Director/Board Member | ||
| Voya Capital LLC | Director/Board Member Chief Executive Officer President Chief Executive Officer | ||
| VOYA FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
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 | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
ING Investment Management Americas
 ING Investment Management Americas Investment ManagersFinance ING Investment Management Americas provides investment management services. The firm offers investment services to corporations, pension funds, mutual funds, healthcare organizations and insurance firms. The company is headquartered in Hartford, CT. | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree Masters Business Admin | |
Voya Investments Distributor LLC
 Voya Investments Distributor LLC Investment Banks/BrokersFinance Part of Voya Financial, Inc., Voya Investments Distributor LLC is an institutional broker and dealer. The company is based in Scottsdale, AZ. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia State University | College/University | Masters Business Admin Graduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
ING Financial Services LLC
 ING Financial Services LLC Insurance Brokers/ServicesFinance ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY. | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
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 that was 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 | Head-Equity Investments Portfolio Manager-Fixed Income | |
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 | Analyst-Equity Analyst-Fixed Income | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Nebraska | College/University | Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Federal Reserve Bank of New York | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 51 |
Sectoraal
| Finance | 20 |
| Consumer Services | 17 |
| Miscellaneous | 12 |
| Commercial Services | 2 |
| Government | 2 |
Operationeel
| Director/Board Member | 264 |
| Corporate Officer/Principal | 165 |
| Independent Dir/Board Member | 138 |
| Undergraduate Degree | 88 |
| President | 69 |
Sterkste connecties
| Insiders | |
|---|---|
| David Vitale | 32 |
| Eric Stein | 28 |
| Patricia Chadwick | 25 |
| Robert Crispin | 25 |
| Shaun Patrick Mathews | 24 |
| Roger B. Vincent | 23 |
| Patrick Kenny | 23 |
| Sheryl Pressler | 21 |
| Colleen Baldwin | 21 |
| Peter S. Drotch | 20 |
| Martin Gavin | 18 |
| Christopher Sullivan | 17 |
| Christine Lynn Hurtsellers | 16 |
| Michael J. Roland | 16 |
| Joseph Obermeyer | 16 |
- Beurs
- Insiders
- Jeff Bakalar
- Bedrijfsconnecties
