Russell Emery
Oficial de Cumplimiento en Adviser Managed Trust .
Origen de la red de primer grado Russell Emery.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Delaware Wilshire Private Markets Master Fund
Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
55
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 55 |
Delaware Wilshire Private Markets Fund
Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
17
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 |
SEI Catholic Values Trust
SEI Catholic Values Trust Investment Trusts/Mutual FundsMiscellaneous SEI Catholic Values Trust operates as an open-end management investment company. The company provides shares of diversified portfolios. It also offers class A and class Y shares to the shareholders. SEI Catholic Values Trust is headquartered in Oaks, PA.
10
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 10 |
The KP Funds
The KP Funds Investment Trusts/Mutual FundsMiscellaneous The KP Funds is an open-end management investment company that offers shares of diversified portfolios. The company was founded on March 25, 2013 and is headquartered in Oaks, PA.
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
SEI Institutional Investments Trust
8
| Umbrella Fund | 8 | |
SEI Insurance Products Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
New Covenant Funds
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
Adviser Managed Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Daily Income Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Institutional International Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Tax Exempt Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
SEI Asset Allocation Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
The Advisors' Inner Circle Fund
7
| Umbrella Fund | 7 | |
SEI Institutional Managed Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
Schroder Series Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
The Advisors' Inner Circle Fund II
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
SEI Alpha Strategy Portfolios LP
7
| Umbrella Fund | 7 | |
SEI Structured Credit Fund LP
SEI Structured Credit Fund LP Investment Trusts/Mutual FundsMiscellaneous SEI Structured Credit Fund LP is a closed-end, non-diversified, management investment company. The Fund’s objective is to generate high total returns. The company was founded on June 26, 2007 and is headquartered in Oaks, PA.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
The Advisors' Inner Circle Fund III
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
Schroder Global Series Trust
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
Bishop Street Funds
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
SEI Liquid Asset Trust
5
| Extinct | Finance/Rental/Leasing | 5 |
O'Connor EQUUS
5
| Trust/Trustee | 5 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Russell Emery a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Director/Board Member Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Trading-Equity Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Head-Equity Investments Analyst-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity Head-Fixed Income Invts | |
SEI INVESTMENTS COMPANY | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Comptroller/Controller/Auditor General Counsel General Counsel Comptroller/Controller/Auditor General Counsel Corporate Officer/Principal | |
ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Corporate Officer/Principal Corporate Officer/Principal | |
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Chief Operating Officer Compliance Officer | |
Chartwell Investment Partners LLC
Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
City National Rochdale Funds | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
SEI Opportunity Fund LP | Investment Trusts/Mutual Funds | Director/Board Member President Director/Board Member Director/Board Member | |
FS KKR CAPITAL CORP. II | Investment Managers | Director/Board Member Director of Finance/CFO | |
FS Investment Corp. III
FS Investment Corp. III Investment ManagersFinance FS Investment Corp. III, non-traded business development company, invests in public and private middle-market companies located in the United States with revenues of USD 50 million - 2.5 billion and positive cash flows. The focuses on broad range of sectors and industries. It provides financing in the form of senior secured loans, second lien secured loans, subordinated loans and warrants. It also acquires minority interests in the form of common or preferred equity in companies, either in conjunction with one of the debt investments or through a co-investment with a financial sponsor. | Investment Managers | Director/Board Member Director of Finance/CFO | |
Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Brown University | College/University | Graduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Klehr, Harrison, Harvey, Branzburg & Ellers LLP
Klehr, Harrison, Harvey, Branzburg & Ellers LLP Miscellaneous Commercial ServicesCommercial Services Klehr, Harrison, Harvey, Branzburg & Ellers LLP is a dynamic law firm that provides legal excellence and innovative solutions to clients ranging from individuals to startup businesses, privately held companies, and publicly traded, multi-national corporations. The private company is based in Marlton, NJ, with additional offices in PA, NY, and Wilmington, DE. The firm is known throughout the business, financial, and legal communities for its aggressive and creative problem-solving skills. Klehr Harrison lawyers call upon a broad base of practical experience and substantive skills in each of the firm's practice areas to swiftly identify clients' needs and deliver resourceful, innovative solutions. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan, Lewis & Bockius LLP
Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Stradley, Ronon, Stevens & Young LLP
Stradley, Ronon, Stevens & Young LLP Miscellaneous Commercial ServicesCommercial Services Stradley Ronon Stevens & Young LLP provides legal services. Its clients include banks, health care providers, Internet companies, lenders & borrowers, manufacturing companies, emerging & start-up companies, brokers & dealers, and technical companies. The company was founded in 1926 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
SEI Investments Global Ltd.
SEI Investments Global Ltd. Investment ManagersFinance SEI Investments Global Ltd. operates as an investment management firm. It offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in Dublin, Ireland | Investment Managers | Director/Board Member Director/Board Member | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
LaSalle University | College/University | Masters Business Admin Masters Business Admin | |
Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
Macquarie Management Holdings, Inc.
Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal Sales & Marketing Chief Administrative Officer Chief Investment Officer | |
St. Joseph's University | College/University | Undergraduate Degree Masters Business Admin | |
University of Illinois | College/University | Doctorate Degree Masters Business Admin | |
LAPOLLA INDUSTRIES, INC. | Industrial Specialties | Director/Board Member | |
SEI Investments Global Fund Services Ltd.
SEI Investments Global Fund Services Ltd. Investment Banks/BrokersFinance Part of SEI Investments Co., SEI Investments Global Fund Services Ltd. is a company based in Dublin, Ireland. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
SEI Global Nominee Ltd. | Director/Board Member Director/Board Member | ||
SEI Funds, Inc.
SEI Funds, Inc. Investment ManagersFinance Part of SEI Investments Co., SEI Funds, Inc. is a financial services company that delivers technology and investment solutions to connect the financial services industry. The company is based in Wilmington, DE and offers technology and asset management services for institutional investors including nonprofits, healthcare systems, retirement, pensions, Taft Hartley, and public systems. SEI shareholders can easily access investor relations reports, statements, and documentation, and learn about the company's stock history. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
SEI Investments Global Funds Services | General Counsel Comptroller/Controller/Auditor General Counsel Corporate Officer/Principal | ||
SEI Investments - Unit Trust Management (UK) Ltd. | Director/Board Member Director/Board Member | ||
City National Rochdale Select Strategies Fund
City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
City National Rochdale Strategic Credit Fund
City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
City National Rochdale High Yield Alternative Strategies Maste | Director/Board Member Director/Board Member | ||
Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 44 |
Irlanda | 3 |
Reino Unido | 3 |
Singapur | 2 |
Francia | 2 |
Sectorial
Finance | 16 |
Miscellaneous | 15 |
Consumer Services | 12 |
Commercial Services | 4 |
Process Industries | 2 |
Operativa
Director/Board Member | 272 |
Corporate Officer/Principal | 167 |
Independent Dir/Board Member | 44 |
Undergraduate Degree | 39 |
Treasurer | 21 |
Las relaciones más conectadas
Insiders | |
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William Doran | 36 |
Hubert Harris | 30 |
Robert A. Nesher | 28 |
Mitchell Johnson | 27 |
Jay Nadel | 27 |
James Williams | 20 |
Jon Hunt | 19 |
George J. Sullivan | 19 |
John K. Darr | 18 |
Roger Allen Early | 18 |
Nichelle Maynard-Elliott | 18 |
Randall S. Yanker | 18 |
Jerel Hopkins | 16 |
Nina Lesavoy | 16 |
Thomas Lemke | 16 |
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