Matthew J. Appelstein
No más puestos en curso
Origen de la red de primer grado Matthew J. Appelstein.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
TS&W/Claymore Tax-Advantaged Balanced Fund
 TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous TS&W/Claymore Tax-Advantaged Balanced Fund is a closed-End Investment Fund/Investment Trust. Its investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The company is headquartered in Lisle, IL.
19
| Extinct | Investment Trusts/Mutual Funds | 19 |
Old Mutual (US) Holdings, Inc.
 Old Mutual (US) Holdings, Inc. Investment Banks/BrokersFinance Old Mutual (US) Holdings, Inc. provides investment advisory services primarily for institutional clients. The company offers investment advisers, managing both domestic and international investment portfolios for corporate, government and union benefit plans, mutual funds, individuals, endowments, and foundations. The company was founded in 1980 and is headquartered in Boston, MA.
9
| Extinct | Investment Banks/Brokers | 9 |
BrightSphere, Inc.
 BrightSphere, Inc. Investment ManagersFinance BrightSphere, Inc. provides asset management services. The company was founded in 1845 and is headquartered in Boston, MA.
8
| Subsidiary | Investment Managers | 8 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Matthew J. Appelstein a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Director/Board Member Chairman Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Compliance Officer Corporate Secretary Corporate Officer/Principal General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | President Director/Board Member Chairman Director of Finance/CFO Director/Board Member Compliance Officer Corporate Secretary Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President Director/Board Member Chairman Director of Finance/CFO Director/Board Member Compliance Officer Corporate Secretary General Counsel | |
| MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Compliance Officer Corporate Officer/Principal General Counsel | |
Guggenheim Funds Distributors LLC
 Guggenheim Funds Distributors LLC Investment ManagersFinance Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal General Counsel Corporate Officer/Principal General Counsel Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
Claymore Group, Inc.
 Claymore Group, Inc. Investment ManagersFinance Claymore Group, Inc. provides financial and asset management services. The firm offers investment solutions for financial advisors and their clients. The company was founded in 2004 and is headquartered in Lisle, IL. | Investment Managers | Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Compliance Officer Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
| WESTERN ASSET INFLATION-LINKED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal | |
Brightsphere Investment Uk Ltd.
 Brightsphere Investment Uk Ltd. Investment ManagersFinance Brightsphere Investment Group Plc engages in the provision investment management services and products. It offers its services to institutional investors, in asset classes that include equities, fixed income, real estate, and timber. The company was founded in May 2014 and is headquartered in London, the United Kingdom. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| GUGGENHEIM CREDIT ALLOCATION FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Corporate Secretary | |
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Corporate Secretary | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
| ADVENT CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member | |
Guggenheim Strategy Funds Trust
 Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
BrightSphere Affiliate Holdings LLC
 BrightSphere Affiliate Holdings LLC Financial ConglomeratesFinance BrightSphere Affiliate Holdings LLC offers two distinct categories of mutual funds to help individuals meet their investment goals: single-strategy mutual funds and Pure PortfoliosSM diversified asset allocation funds. It is located in Boston, MA. | Financial Conglomerates | President Corporate Officer/Principal Director of Finance/CFO | |
| ISHARES SILVER BULLION ETF | Investment Trusts/Mutual Funds | Director/Board Member General Counsel Corporate Secretary | |
| BRIGHTSPHERE INVESTMENT GROUP INC. | Investment Managers | Chief Executive Officer Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| Nuveen Investment Advisory Corp. | President Corporate Officer/Principal | ||
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Human Resources Officer | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| The University of Sheffield | College/University | Undergraduate Degree Undergraduate Degree | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer | |
| SUN LIFE FINANCIAL INC. | Multi-Line Insurance | Chairman | |
Fidelity & Guaranty Life Insurance Co.
 Fidelity & Guaranty Life Insurance Co. Life/Health InsuranceFinance Part of Fidelity National Financial, Inc., Fidelity & Guaranty Life Insurance Co. is a company that specializes in retirement research and pension risk transfers. The company is based in Baltimore, MD and has a unique culture that values core values, internal committees, and the people who work there. F&G is committed to being financially strong and protective experts. Founded in 1959, the company offers various types of annuities and aims to dispel common myths about them. | Life/Health Insurance | Chairman | |
| Rutgers Business School | College/University | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 46 |
| Canadá | 4 |
| Reino Unido | 3 |
Sectorial
| Miscellaneous | 26 |
| Finance | 19 |
| Consumer Services | 4 |
| Commercial Services | 3 |
Operativa
| Corporate Officer/Principal | 155 |
| Director/Board Member | 132 |
| Independent Dir/Board Member | 55 |
| Director of Finance/CFO | 48 |
| Treasurer | 36 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Donald P. Swade | 33 |
| Kevin M. Robinson | 32 |
| Ronald Nyberg | 30 |
| Steven Cosler | 29 |
| Randall Barnes | 25 |
| Steve M. Hill | 25 |
| Ronald Toupin | 24 |
| James Ritchie | 23 |
| Mark Mathiasen | 21 |
| Jeffrey Cotton | 21 |
| Scott Powers | 21 |
| John Thomas Futrell | 20 |
| Bruce Saxon | 15 |
| Peter Bain | 13 |
| Lester Kent Moore | 13 |
- Bolsa de valores
- Insiders
- Matthew J. Appelstein
- Conexiones Empresas
