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John C. Swhear
Presidente en Unified Series Trust .
Origen de la red de primer grado John C. Swhear.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Capitol Series Trust
![]() Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN.
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Unified Series Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a John C. Swhear a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Huntington Asset Services
![]() Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Investment Managers | President Sales & Marketing Corporate Officer/Principal General Counsel | |
Mutual Fund & Variable Insurance Trust | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
Strategy Shares | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
Indiana University | College/University | Undergraduate Degree Graduate Degree | |
Unified Fund Services, Inc.
![]() Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Financial Conglomerates | Corporate Officer/Principal | |
J.P. Morgan Clearing Corp.
![]() J.P. Morgan Clearing Corp. Miscellaneous Commercial ServicesCommercial Services J.P. Morgan Clearing Corp. is engaged in the provision of securities clearing, custody, order execution, settlement, and lending services to traders, hedge fund managers, broker-dealers, and investment advisers. The company was founded in 1991 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Oak Associates Funds | Investment Trusts/Mutual Funds | Treasurer | |
CommonWealth International Series Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Peachtree Alternative Strategies Fund
![]() Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Director of Research - Fxd Inc | |
Cross Shore Discovery Fund
![]() Cross Shore Discovery Fund Investment Trusts/Mutual FundsMiscellaneous Cross Shore Discovery Fund is a closed-end management investment company. The firm's investment objective is to seek risk-adjusted rates of return over a full market cycle, with limited capital draw downs and with overall volatility less than broad U.S. equity market indices. The company was founded on May 21, 2014 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Dynamic Alternatives Fund
![]() Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH. | Investment Trusts/Mutual Funds | Treasurer | |
East West Pvt LLC | Director of Finance/CFO | ||
Leigh Management Group LLC | President | ||
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 | |
Citi Fund Services Ohio, Inc. | Corporate Officer/Principal | ||
Bridgewater State College | College/University | Undergraduate Degree | |
Registered Investment Advisers LLC
![]() Registered Investment Advisers LLC Investment ManagersFinance Registered Investment Advisers LLC provides investment advice. The private company is based in Glen Cove, NY. | Investment Managers | Treasurer | |
University of Indianapolis | College/University | Masters Business Admin | |
Unified Financial Securities, Inc.
![]() Unified Financial Securities, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN. | Financial Conglomerates | President | |
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 | |
Zell Capital
![]() Zell Capital Investment Trusts/Mutual FundsMiscellaneous Zell Capital operates as a closed-end management investment company. The company’s investment objective is to maximize its portfolio’s long-term total return, principally by seeking capital gains on its equity investments and secondarily through ordinary income from debt and debt-like investments. It invests principally in equity securities, including common equity and preferred equity, and to a lesser extent in alternative financing strategies such as convertible debt and preferred shares in connection with revenue sharing agreements. The company was founded by William L. Zell on June 26, 2020 and is headquartered in Columbus, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
Valued Advisers Trust | Investment Trusts/Mutual Funds | Chief Executive Officer | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Masters Business Admin | |
Centaur Mutual Funds Trust | Investment Trusts/Mutual Funds | Treasurer |
Estadísticas
Internacional
Estados Unidos | 27 |
Sectorial
Miscellaneous | 11 |
Finance | 7 |
Consumer Services | 6 |
Commercial Services | 2 |
Technology Services | 2 |
Operativa
Treasurer | 12 |
Corporate Officer/Principal | 6 |
Director of Finance/CFO | 6 |
President | 5 |
Undergraduate Degree | 4 |
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