Andrew Metzger
Corporate Officer/Principal presso SEI INVESTMENTS COMPANY
Provenienza dei contatti di primo grado di Andrew Metzger
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.
814
| Subsidiary | Miscellaneous Commercial Services | 814 |
| Public Company | Investment Managers | 71 | |
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.
14
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 |
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.
13
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 |
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.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
City National Rochdale Funds
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Andrew Metzger tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| City National Rochdale High Yield Alternative Strategies Maste | Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | ||
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. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member President Corporate Secretary | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member 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 | |
| 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 | |
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Private Equity Analyst Corporate Officer/Principal Corporate Officer/Principal | |
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
Rochdale International Trade Fixed Income Fund
 Rochdale International Trade Fixed Income Fund Investment Trusts/Mutual FundsMiscellaneous Rochdale International Trade Fixed Income Fund operates as a close-ended fund. Its objective is to provide total return substantially derived from interest income earned on loans and other forms of debt obligations. The company was founded in May, 2008 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Secretary Chairman Director/Board Member Director/Board Member | |
| The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Founder President Chief Executive Officer Chief Investment Officer | |
| University of Pennsylvania | College/University | Director/Board Member Graduate Degree Graduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The company is based in Oaks, PA and was founded in 1981. | Financial Conglomerates | Chairman Director/Board Member Chief Executive Officer | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| City National Rochdale High Yield Alternative Strategies Fund | Chairman Director/Board Member | ||
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Alternative Investment Partners LP
 Morgan Stanley Alternative Investment Partners LP Investment ManagersFinance Morgan Stanley Alternative Investment Partners LP offers hedge and private equity products. It invests through its subsidiaries Morgan Stanley Alternative Investment Partners LP, Hedge Fund and Morgan Stanley Alternative Investment Partners LP, Private Equity. The company was founded in 2000 and is headquartered in West Conshohocken, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Rochdale Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| City National Rochdale High Yield Alternative Strategies Tei | Chairman Director/Board Member | ||
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 | |
| The University of Chicago | College/University | Undergraduate Degree Corporate Officer/Principal | |
| LaSalle University | College/University | Director/Board Member Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Graduate Degree | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Corporate Officer/Principal Chief Operating Officer | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Bixby Ranch Co. | Director of Finance/CFO Director of Finance/CFO | ||
City National Bank (Los Angeles, California)
 City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Major Banks | Compliance Officer Compliance Officer | |
| MORGAN STANLEY | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Greater Philadelphia Alliance for Capital & Technologies
 Greater Philadelphia Alliance for Capital & Technologies Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Alliance for Capital & Technologies provides business acceleration and support services. The company is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal | ||
Convergent Capital Management LLC
 Convergent Capital Management LLC Investment ManagersFinance Convergent Capital Management LLC provides asset management and investment services. The company was founded by Richard Howard Adler, Harry Tom Griffith and James E. Hayes and is headquartered in Beverly Hills, CA. | Investment Managers | Chief Operating Officer Director/Board Member | |
Symphonic Financial Advisors LLC
 Symphonic Financial Advisors LLC Investment ManagersFinance Symphonic Financial Advisors LLC (Symphonic) is an independent registered investment advisor headquartered in New York City. The firm was founded by Garrett R. D'Alessandro in 2005 as a solution for investment professionals and CPAs to provide premier, customized investment guidance and financial solutions to their clients. Symphonic provides money management services to individual and institutional clients primarily on a limited discretionary basis. | Investment Managers | Chief Operating Officer Chief Executive Officer | |
| Rochdale Alternative Total Return Fund LLC | Director/Board Member Director/Board Member | ||
Deerpath Capital Management LP
 Deerpath Capital Management LP Investment ManagersFinance Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
| FS Global Credit Opportunities Fund - ADV | Investment Trusts/Mutual Funds | Compliance Officer | |
| TEXAS INSTRUMENTS INCORPORATED | Semiconductors | Director/Board Member | |
| INTEGER HOLDINGS CORPORATION | Medical Specialties | Director/Board Member | |
| US Securities & Exchange Commission | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Isole Cayman | 2 |
Settori
| Finance | 13 |
| Consumer Services | 13 |
| Miscellaneous | 12 |
| Commercial Services | 6 |
| Electronic Technology | 2 |
Posizioni
| Director/Board Member | 223 |
| Corporate Officer/Principal | 149 |
| Undergraduate Degree | 57 |
| Independent Dir/Board Member | 46 |
| Director of Finance/CFO | 31 |
Contatti più connessi
| Insiders | |
|---|---|
| William Doran | 36 |
| Jay Nadel | 27 |
| Jon Hunt | 19 |
| Randall S. Yanker | 18 |
| Nichelle Maynard-Elliott | 18 |
| James Volk | 18 |
| Thomas Lemke | 16 |
| Jonathan Brassington | 15 |
| Dennis Nally | 13 |
| James Wolford | 13 |
| Garrett Richard D'Alessandro | 13 |
| Jaime Easley | 13 |
| Stephanie Miller | 11 |
| Shelley Simms Reed | 11 |
| Lynton Barker | 11 |
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- Insiders
- Andrew Metzger
- Connessioni Società
