Jerry John Szilagyi
Algemeen Directeur bij Catalyst Capital Advisors LLC
Oorsprong van het eerstegraads netwerk van Jerry John Szilagyi
Entiteit | Type entiteit | Industrie | |
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Catalyst Capital Advisors LLC
Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds.
7
| Private Company | Investment Managers | 7 |
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.
7
| Private Company | Investment Managers | 7 |
Integrity Mutual Funds, Inc.
Integrity Mutual Funds, Inc. Investment ManagersFinance Integrity Mutual Funds, Inc. is a holding company engaged, through various subsidiaries, in providing investment management, distribution, shareholder services, fund accounting and other related administrative services to the open-end investment.
4
| Extinct | Investment Managers | 4 |
Mutual Fund Series Trust
Mutual Fund Series Trust Investment Trusts/Mutual FundsMiscellaneous Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE.
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Alphacentric Advisors LLC
Alphacentric Advisors LLC Investment ManagersFinance Alphacentric Advisors LLC is an independent, SEC-registered investment adviser headquartered in Huntington, New York. Founded in 2014, the firm offers financial advisors and their clients access to best-in-class, style-forward managers in open-end mutual fund format, the types of products that were once only available to institutions and large endowments.
1
| Private Company | Investment Managers | 1 |
USA Mutuals Advisors, Inc.
USA Mutuals Advisors, Inc. Investment ManagersFinance USA Mutuals Advisors, Inc. (USA Mutuals) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1994 as Mutuals Advisors, Inc. They are a subsidiary of Mutual Capital Alliance, Inc. USA Mutuals provides investment solutions for both retail and institutional clients.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jerry John Szilagyi via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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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 | Corporate Officer/Principal | |
Paulson & Co., Inc.
Paulson & Co., Inc. Investment ManagersFinance Paulson & Co., Inc. (PCI) is an independent hedge fund management firm headquartered in New York City. The firm was founded by John Paulson in 1994. PCI provides services to investment vehicle pools and manages accounts for banking institutions, corporations and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
Xponential, Inc.
Xponential, Inc. Finance/Rental/LeasingFinance Xponential, Inc. was previously operated a chain of pawn stores through its wholly owned subsidiary PawnMart, Inc. The company is into liquidation. Xponential was founded on January 13, 1994 and is headquartered in Lubbock, TX. | Finance/Rental/Leasing | Chief Executive Officer | |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes manages global equity and fixed-income assets for clients worldwide. | Investment Managers | Corporate Officer/Principal | |
BNY MELLON HIGH YIELD STRATEGIES FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Mutual Fund & Variable Insurance Trust | Investment Trusts/Mutual Funds | Chairman | |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Trading-Equity | |
SMH Capital Advisors LLC
SMH Capital Advisors LLC Investment ManagersFinance SMH Capital Advisors LLC (SMHCA) is a registered investment advisor located in Fort Worth, Texas. The firm was formed in 1996 as Cummer/Moyers Capital Advisors, Inc. SMHCA was formerly a subsidiary of Sanders Morris Harris Group. The firm is now a wholly-owned by the Moyers Organization LLC. | Investment Managers | Founder | |
3POWER ENERGY GROUP, INC. | Alternative Power Generation | Director of Finance/CFO | |
Ultimus Fund Solutions LLC
Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014. | Investment Managers | Corporate Officer/Principal | |
4C Controls, Inc.
4C Controls, Inc. Financial ConglomeratesFinance 4C Controls, Inc. provides high technology integrated security solutions. It offers real-time early warning and reduction of time scales from threat-detection to termination in the field. The company was founded on December 28, 2004 and is headquartered in New York, NY. | Financial Conglomerates | President | |
Strategy Shares | Investment Trusts/Mutual Funds | Chairman | |
Variable Insurance Trust | Director/Board Member | ||
Titan Series Trust
Titan Series Trust Investment Trusts/Mutual FundsMiscellaneous Titan Series Trust is an open-ended management investment company. It is authorized to issue an unlimited number of shares of beneficial interest, which may be divided into different series and classes. The company is headquartered in Rye Brook, NY. | Investment Trusts/Mutual Funds | Treasurer | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree | |
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 | |
University of Pennsylvania | College/University | Undergraduate Degree | |
O'Connor & Associates
O'Connor & Associates Investment Banks/BrokersFinance Part of UBS Group AG, O'Connor & Associates is a securities options concern. The company is based in Chicago, IL. O'Connor & Associates was acquired by Schweizerischer Bankverein /SBC/ on March 27, 1995. | Investment Banks/Brokers | Corporate Officer/Principal | |
Xavier University | College/University | Masters Business Admin | |
RMR Wealth Advisors LLC
RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Investment Managers | Investment Committee Member | |
The University of Chicago | College/University | Masters Business Admin | |
Middlebury College | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Arkieva, Inc.
Arkieva, Inc. Miscellaneous Commercial ServicesCommercial Services Arkieva, Inc. provides advanced planning and scheduling software tools for manufacturing companies. It offers a robust solution supporting a full range of needs for sales and operations planning (S&OP). The company was founded by Bibi I. Singh and Harpal Singh in 1993 and is headquartered in Wilmington, DE. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charter Advisers, Inc.
Charter Advisers, Inc. Investment ManagersFinance Charter Advisors, Inc. is an independent hedge fund management firm headquartered in New York City. The firm was founded by Paul B. Rosenberg in 1997. It offers alternative investments for financially sophisticated clients. | Investment Managers | Chief Executive Officer | |
Barry Callebaut North America Holding, Inc.
Barry Callebaut North America Holding, Inc. Food: Specialty/CandyConsumer Non-Durables Part of Barry Callebaut AG, Barry Callebaut North America Holding, Inc. is a company that manufactures and markets cocoa, chocolate and confectionery products. The company is based in Chicago, IL. | Food: Specialty/Candy | Corporate Officer/Principal | |
U.S. Bank, NA (Cincinnati Ohio)
U.S. Bank, NA (Cincinnati Ohio) Major BanksFinance U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH. | Major Banks | Corporate Officer/Principal | |
North Dakota Bankers Association
North Dakota Bankers Association Miscellaneous Commercial ServicesCommercial Services The North Dakota Bankers Association is an organization that is committed to supporting the success of banks. The non-profit company is based in Bismarck, ND. The company strives to provide extraordinary leadership for North Dakota banks by actively listening, seeking new ideas and solutions, and serving as a helpful resource. The association places a strong emphasis on education and relies on an active and involved membership to achieve its goals. | Miscellaneous Commercial Services | Chairman | |
DSU Heritage Foundation
DSU Heritage Foundation Miscellaneous Commercial ServicesCommercial Services DSU Heritage Foundation is a non-profit organization that offers scholarship and athletic programs. The company is headquartered in Dickinson, ND. | Miscellaneous Commercial Services | Director/Board Member | |
Bravera Bank
Bravera Bank Regional BanksFinance Bravera Bank operates as a commercial bank. It offers personal, business, agricultural and financial services. The firm also provides loans, Retirement and insurance services. The company is headquartered in Dickinson, ND. | Regional Banks | Corporate Officer/Principal | |
St. Joseph's Hospital & Health Center
St. Joseph's Hospital & Health Center Hospital/Nursing ManagementHealth Services St. Joseph's, located in Dickinson, North Dakota, is a 25-bed, Critical Access Hospital with a Level IV Trauma Center accredited by the American College of Surgeons. They carry the vision of there founding Sisters by building healthier communities through a healing ministry. St. Joseph's is part of Catholic Health Initiatives, the second largest Catholic, not-for-profit health care system in the country. Catholic Health Initiatives operates hospitals, long-term care facilities, assisted living facilities and residential units in 19 states. | Hospital/Nursing Management | Director/Board Member | |
CAPITAL FINANCIAL HOLDINGS, INC. | Investment Managers | Chairman Director/Board Member | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
Eli Broad College of Business | College/University | Undergraduate Degree | |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Investment Managers | Portfolio Manager-Equities | |
Genovese Family Enterprises LLC | Corporate Officer/Principal | ||
Alphacentric Prime Meridian Income Fund
Alphacentric Prime Meridian Income Fund Investment Trusts/Mutual FundsMiscellaneous Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Chairman | |
M3sixty Funds Trust | Director/Board Member | ||
Lind Capital Partners Municipal Credit Income Fund
Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO |
Statistieken
Internationaal
Verenigde Staten | 49 |
Sectoraal
Finance | 22 |
Consumer Services | 13 |
Miscellaneous | 7 |
Commercial Services | 4 |
Utilities | 2 |
Operationeel
Corporate Officer/Principal | 22 |
Portfolio Manager-Equities | 15 |
Director/Board Member | 14 |
Undergraduate Degree | 12 |
Chairman | 8 |
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