John Stephen Spagnola
President bij PFM Multi-Manager Series Trust
Oorsprong van het eerstegraads netwerk van John Stephen Spagnola
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies.
48
| Subsidiary | Investment Managers | 48 |
Magee Rehabilitation Hospital
 Magee Rehabilitation Hospital Hospital/Nursing ManagementHealth Services Magee Rehabilitation Hospital provides physical and cognitive rehabilitation services. Its rehabilitations include for spinal cord, brain, orthopedic injury, stroke, amputations and other injuries. The company was founded in 1958 and is headquartered in Philadelphia, PA.
17
| Non-Profit Organization | Hospital/Nursing Management | 17 |
PFM Multi-Manager Series Trust
 PFM Multi-Manager Series Trust Investment ManagersFinance PFM Multi-Manager Series Trust is an investment management company. The company is headquartered in Harrisburg, PA.
3
| Umbrella Fund | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met John Stephen Spagnola via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| CHESAPEAKE UTILITIES CORPORATION | Gas Distributors | Director/Board Member Director/Board Member | |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
PECO Energy Co.
 PECO Energy Co. Electric UtilitiesUtilities PECO Energy Co. engages in the provision of utility services. It operates through the following segments: Pepco, DPL, and ACE. The Pepco segment consists of purchase and regulated retail sale of electricity and the provision of electricity distribution and transmission in the in the District of Columbia and major portions of Prince George's County and Montgomery County in Maryland. The DPL segment comprises purchase and regulated retail sale of electricity and the provision of electricity distribution and transmission services n portions of Maryland and Delaware. The Ace segment focuses in the purchase and regulated retail sale of electricity and the provision of electricity transmission and distribution services in southern New Jersey. The company was founded in 1881 and is headquartered in Philadelphia, PA. | Electric Utilities | Corporate Officer/Principal Comptroller/Controller/Auditor | |
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 | |
Wilmington Trust Corp.
 Wilmington Trust Corp. Major BanksFinance Wilmington Trust Corp. provides banking and financial services. It also creates a relationship management company that helps individual and institutional clients increase and preserve their wealth. The firm operates through four segments in three core businesses: Regional Banking, Corporate Client Services and Wealth Advisory Services. The Regional Banking Services serves commercial clients throughout the mid-Atlantic region and consumer clients in the state of Delaware. The Wealth Advisory Services serves high-net-worth clients throughout the United States. The Corporate Client Services serves institutional clients. The company was founded by T. Coleman duPont on July 8, 1903 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
| EXELON CORPORATION | Electric Utilities | Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal | |
Cadre Financial Services, Inc.
 Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Regional Banks | Chief Operating Officer Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
PFM Group, Inc.
 PFM Group, Inc. Investment ManagersFinance PFM Group, Inc. provides financial and investment advisory services. It offers financial advisory, asset management, consulting, financial modeling, alternative finance, and specialized services. The company was founded in 1975 and is headquartered in Abington, PA. | Investment Managers | Chief Investment Officer Compliance Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Villanova University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree Undergraduate Degree | |
| Temple University (Pennsylvania) | College/University | Graduate Degree Graduate Degree Masters Business Admin | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Graduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| Magee Rehabilitation Foundation | Director/Board Member Director/Board Member | ||
| Rutgers State University of New Jersey | College/University | Graduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Federal Reserve System | General Government | Corporate Officer/Principal | |
| St. Cloud State University | College/University | Undergraduate Degree | |
Morgan Creek Global Equity Long Short Fund
 Morgan Creek Global Equity Long Short Fund Investment Trusts/Mutual FundsMiscellaneous Morgan Creek Global Equity Long Short Fund is a closed-end management investment company. It invests in various sectors, including healthcare, education, industrials and housing. The Fund's investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Investment Managers | General Counsel | |
Perella Weinberg Partners LP
 Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Creek Global Equity Long Short Institutional Fund
 Morgan Creek Global Equity Long Short Institutional Fund Investment Trusts/Mutual FundsMiscellaneous Morgan Creek Global Equity Long Short Institutional Fund is a non-diversified closed-end management investment company. Its investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company was founded on August 16, 2010 and is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| University of Virginia | College/University | Undergraduate Degree | |
Lattice Strategies Trust
 Lattice Strategies Trust Investment Trusts/Mutual FundsMiscellaneous Lattice Strategies Trust provides investment solutions. It processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions. Lattice Strategies Trust was founded in 2007 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Corporate Secretary | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| LaSalle University | College/University | Undergraduate Degree | |
The Children's Hospital of Philadelphia Foundation
 The Children's Hospital of Philadelphia Foundation Hospital/Nursing ManagementHealth Services The Children's Hospital of Philadelphia Foundation operates charitable organizations for children's health care. It conducts programs on patient care, research, and clinical education. The company was founded in 1855 and is headquartered in Philadelphia, PA. | Hospital/Nursing Management | Corporate Officer/Principal | |
| The City College of New York | College/University | Undergraduate Degree | |
| Haverford College | College/University | Undergraduate Degree | |
| CFA Society of Philadelphia | Corporate Officer/Principal | ||
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 | |
| Susquehanna University | College/University | Undergraduate Degree | |
| Hofstra University | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree | |
Rice Securities LLC
 Rice Securities LLC Investment Banks/BrokersFinance A subsidiary of Rice Financial Products Co., Apex Pryor Securities, Inc. is a broker/dealer headquartered in Houston. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal | |
| Stanford University | College/University | Graduate Degree | |
| South Carolina Honors College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 46 |
| Frankrijk | 2 |
| Italië | 2 |
| Hongkong | 2 |
Sectoraal
| Consumer Services | 23 |
| Finance | 13 |
| Utilities | 4 |
| Commercial Services | 4 |
| Miscellaneous | 4 |
Operationeel
| Corporate Officer/Principal | 85 |
| Undergraduate Degree | 47 |
| Director/Board Member | 47 |
| Portfolio Manager-Fixed Income | 18 |
| Masters Business Admin | 16 |
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