Provenienza dei contatti di primo grado di Alex Shepard
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
ETF Action, Inc.
 ETF Action, Inc. Data Processing ServicesTechnology Services ETF Action, Inc. is a financial technology and research company based in Englewood, CO. ETF Action simplifies and expands investing by delivering technology to financial professionals through a user-friendly cloud-based platform. The platform features powerful data mapping tools to navigate and research markets, design and showcase portfolios in the interactive model marketplace, create custom stock portfolios leveraging reverse screening functionality, and building custom client-facing reports. ETF Action views markets through the lens of ETFs™, harnessing the extraordinary growth and unparalleled transparency of ETFs to democratize market research via its user-friendly SaaS platform. The private company offers institutional-level data, industry-leading tools, actionable insights, engaging model portfolios, and differentiated index strategies designed to empower investment professionals. The company was founded by Brian Burke, Michael T. Akins, Alex Shepard in 2018.
3
| Private Company | Data Processing Services | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alex Shepard tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
ALPS Fund Services, Inc.
 ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Chief Executive Officer Head-Equity Investments | |
ALPS Funds Services, Inc.
 ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | President | |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
| UMB FINANCIAL CORPORATION | Major Banks | General Counsel | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
| DST SYSTEMS, INC. | Information Technology Services | Chief Executive Officer | |
| BLUE BIOFUELS, INC. | Biotechnology | Director/Board Member | |
DST Asset Manager Solutions, Inc.
 DST Asset Manager Solutions, Inc. Investment Banks/BrokersFinance DST Asset Manager Solutions, Inc. provides transaction data processing services. The firm is a subsidiary of West Side Investment Management, Inc. Boston Financial provides outsourced services such as routing and processing of incoming mail, tax and organizational reporting, regulatory compliance and share holder services. It has offices in Boston and Kansas. The firm was founded in October 1973 and is headquartered in Quincy, Massachusetts. | Investment Banks/Brokers | Director/Board Member | |
| ALPS ETF Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
| Clough Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
ALPS Portfolio Solutions Distributor, Inc.
 ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Alps Portfolio Solutions Distributor Inc. operates as a brokerage firm. It engages in buying and selling of securities such as stocks, bonds, and mutual funds. The company is headquartered in Denver, CO. | Investment Banks/Brokers | Director/Board Member | |
| FTAM Funds Distributor, Inc. | Director/Board Member | ||
| LIBERTY ALL-STAR GROWTH FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| University of New Hampshire | College/University | Undergraduate Degree | |
| CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| REAVES UTILITY INCOME FUND | Investment Trusts/Mutual Funds | President | |
| Financial Investors Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Alps Distributors, Inc.
 Alps Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SS&C Technologies Holdings, Inc., ALPS Distributors, Inc. provides distribution services. The company is based in Beachwood, NJ. | Miscellaneous Commercial Services | Director/Board Member | |
| LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Briar Cliff University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 27 |
Settori
| Miscellaneous | 12 |
| Finance | 9 |
| Consumer Services | 3 |
| Commercial Services | 3 |
| Technology Services | 2 |
Posizioni
| Director/Board Member | 20 |
| President | 11 |
| Corporate Officer/Principal | 7 |
| Chief Executive Officer | 6 |
| Independent Dir/Board Member | 6 |
Contatti più connessi
| Insiders | |
|---|---|
| Ned Burke | 24 |
| Michael T. Akins | 7 |
| Brian Burke | 1 |
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