![Michael Roman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Michael Roman
Director Financiero/CFO en GAI Agility Income Fund .
Origen de la red de primer grado Michael Roman.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
GAI Agility Income Fund
![]() GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC.
14
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 |
Corbin Multi-Strategy Fund LLC
![]() Corbin Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Corbin Multi-Strategy Fund LLC, closed-end management investment company. It engages in allocating capital among various collective investment vehicles. The company was founded on January 4, 2011 and is headquartered Charlotte, NC.
11
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Michael Roman a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
STATE STREET CORPORATION | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
MERRIMAN HOLDINGS, INC. | Investment Banks/Brokers | Director/Board Member | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Chief Investment Officer | |
United Services Automobile Association
![]() United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Director/Board Member | |
UMB Fund Services, Inc.
![]() UMB Fund Services, Inc. Financial ConglomeratesFinance At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise. | Financial Conglomerates | Corporate Officer/Principal | |
TCLARKE PLC | Engineering & Construction | Director/Board Member | |
BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
GPS Funds II | Investment Trusts/Mutual Funds | Director/Board Member | |
Infinity Core Alternative Fund
![]() Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Wake Forest University | College/University | Chief Investment Officer | |
Syracuse University | College/University | Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Director of Finance/CFO | |
Nova Southeastern University, Inc. | College/University | Graduate Degree | |
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 | Director of Finance/CFO | |
Villanova University | College/University | Undergraduate Degree | |
Washington College | College/University | Director/Board Member | |
Wells College | College/University | Director/Board Member | |
Willamette University | College/University | Undergraduate Degree | |
Client Services, Inc.
![]() Client Services, Inc. Miscellaneous Commercial ServicesCommercial Services Client Services, Inc. provides accounts receivable management and customer relationship management solutions. It offers call center solutions in the areas of first-party delinquency outsourcing, post charge-off recovery, retention programs, and customer-acquisition. The firm’s accounts receivables solutions include post charge-off collections, pre charge-off and outsourcing, consulting, skip tracing, bilingual services, debt buying, contact accounts receivable management, and government services. The company was founded in 1987 and is headquartered in St. Charles, MO. C | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP (United Kingdom)
![]() PricewaterhouseCoopers LLP (United Kingdom) Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLP engages in the provision of accounting services. Its services include audit and assurance, accounting advisory, risk assurance, tax management, corporate insolvency, life cycle assessment, forensic services, private equity advisory, and financial reporting valuations. The company is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | 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 | |
Excell Partners, Inc.
![]() Excell Partners, Inc. Investment ManagersFinance Excell Partners Inc (Excell Partners) is a venture capital subsidiary of State of New York founded in 2005. The firm is headquartered in Rochester, New York. | Investment Managers | Corporate Officer/Principal | |
Milken Institute
![]() Milken Institute Miscellaneous Commercial ServicesCommercial Services Milken Institute provides research and analysis services in the areas of economic issues. The private company is based in Santa Monica, CA. Michael L. Klowden has been the CEO of the company since 2001. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wells Fargo Investment Institute, Inc.
![]() Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Investment Managers | Compliance Officer Head-Equity Investments | |
Alternative Strategies Brokerage Services, Inc.
![]() Alternative Strategies Brokerage Services, Inc. Investment Banks/BrokersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Alternative Strategies Brokerage Services, Inc. is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | President Compliance Officer | |
The University of North Carolina at Charlotte | College/University | Corporate Officer/Principal | |
Verger Capital Management LLC
![]() Verger Capital Management LLC Investment ManagersFinance Verger Capital Management LLC (Verger Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Winston-Salem, North Carolina. The firm was founded by James “Jim” Dunn in 2013. They are principally owned by Wake Forest University, a private, coeducational university. Verger Capital's investment professionals are part of the administration of Wake Forest University and are responsible for managing the Wake Forest University endowment funds. The firm primarily provides investment advisory services to private investment funds and to institutional investors, which include charitable institutions, foundations, and endowments. | Investment Managers | Chief Executive Officer | |
GPS Funds I | Investment Trusts/Mutual Funds | Director/Board Member | |
Keystone Private Income Fund
![]() Keystone Private Income Fund Investment Trusts/Mutual FundsMiscellaneous Keystone Private Income Fund LP is a closed-end management investment company. Its investment objective is to produce current income. The company was founded in 2015 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Guidemark Alternative Lending Income Fund
![]() Guidemark Alternative Lending Income Fund Investment Trusts/Mutual FundsMiscellaneous Guidemark Alternative Lending Income Fund is a non-diversified, closed-end management investment company. Its principal business is investing its assets pursuant to its investment objective and policies. The company was founded on November 4, 2015 and is headquartered in Concord, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
The Relative Value Fund
![]() The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Global Alternative Investment Services, Inc. ,
![]() Global Alternative Investment Services, Inc. , Investment Banks/BrokersFinance Global Alternative Investment Services, Inc. provides brokerage and investment services. The private company is based in Charlotte. | Investment Banks/Brokers | President Chief Operating Officer | |
GAI Mesirow Insight Fund LLC
![]() GAI Mesirow Insight Fund LLC Financial ConglomeratesFinance GAI Mesirow Insight Fund LLC provides investment services. The private company is based in Charlotte. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman | |
Variant Alternative Income Fund
![]() Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Cliffwater Corporate Lending Fund
![]() Cliffwater Corporate Lending Fund Investment Trusts/Mutual FundsMiscellaneous Cliffwater Corporate Lending Fund is a closed-end management investment company that seeks to provide investors interest income from a portfolio of loans to U.S. middle market companies. It provides all investors access to a private debt portfolio with diversification, pricing, and quality of institutional caliber in corporate lending. The company was founded on March 21, 2018 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
James W Denmark Loan Fund, Inc. | Treasurer | ||
Aspiriant Risk-Managed Real Asset Fund
![]() Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Aspiriant Risk-Managed Capital Appreciation Fund
![]() Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
The Optima Dynamic Alternatives Fund
![]() The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous The Optima Dynamic Alternatives Fund operates a non-diversified, closed-end management investment fund company. Its primary investment objective is to generate meaningful risk adjusted returns over time. The fund intends to allocate its assets primarily among a range of investment vehicles that are managed by a group of institutional managers. The company was founded on May 12, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Variant Impact Fund
![]() Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US. | Investment Trusts/Mutual Funds | Corporate Secretary | |
First Trust Real Assets Fund
![]() First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
First Trust Private Assets Fund
![]() First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
First Trust Private Credit Fund
![]() First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
Redwood Real Estate Income Fund
![]() Redwood Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Redwood Real Estate Income Fund operates as an interval fund. It's investment objective is to provide current income and preserve shareholders’ capital. The company was founded on December 19, 2022 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary | |
First Trust Hedged Strategies Fund
![]() First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Secretary |
Estadísticas
Internacional
Estados Unidos | 49 |
Reino Unido | 3 |
Sectorial
Miscellaneous | 20 |
Finance | 15 |
Consumer Services | 11 |
Commercial Services | 6 |
Industrial Services | 2 |
Operativa
Director/Board Member | 57 |
Corporate Officer/Principal | 23 |
Corporate Secretary | 21 |
Independent Dir/Board Member | 18 |
Chairman | 9 |
Las relaciones más conectadas
Insiders | |
---|---|
Dennis George Schmal | 27 |
Ann Maurer | 19 |
Jim Hille | 12 |
Jonathan Hook | 12 |
Adam Ira Taback | 11 |
Jim Dunn | 10 |
Stephen Golding | 9 |
James F. Angelos | 6 |
Sean M. Nicolosi | 6 |
James Dean | 5 |
Britta McCorduck | 5 |
Sheelpa Patel Brown | 3 |
Ankit Patel | 3 |
Daniel J. Mavico | 3 |
Yukari Nakano | 2 |
- Bolsa de valores
- Insiders
- Michael Roman
- Conexiones Empresas