Bob G. Dorsey
Direttore/Membro del Consiglio presso Investment Company Institute
Provenienza dei contatti di primo grado di Bob G. Dorsey
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
76
| Non-Profit Organization | Miscellaneous Commercial Services | 76 |
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.
23
| Holding Company | Investment Managers | 23 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bob G. Dorsey tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal Chairman Chief Executive Officer | |
| FRANKLIN RESOURCES, INC. | Investment Managers | Chief Executive Officer Director/Board Member Chairman President | |
| FRANKLIN UNIVERSAL TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
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 | Director/Board Member Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Chief Executive Officer President | |
Amundi Pioneer Asset Management USA, Inc.
 Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | President Chief Executive Officer | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Director/Board Member | |
| TEMPLETON EMERGING MARKETS FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| TEMPLETON EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
| SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Director of Finance/CFO | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal | |
| Independent Directors Council | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | ||
| Boston College | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree 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/Board Member Director/Board Member Director/Board Member Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Director of Finance/CFO | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Chief Executive Officer General Counsel Corporate Officer/Principal | |
GTCR LLC
 GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
| University of Notre Dame | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Director of Finance/CFO | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Chairman Corporate Officer/Principal | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Chairman Chief Executive Officer | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Chief Operating Officer Sales & Marketing Corporate Officer/Principal | |
| Iowa State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| PIONEER FLOATING RATE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| Brown University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| FRANKLIN LIMITED DURATION INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| PIONEER DIVERSIFIED HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Chief Executive Officer | |
| INVESCO PLC (CAN) | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Investment Managers | President Chief Executive Officer | |
| ALLSPRING UTILITIES AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | President President |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
Settori
| Miscellaneous | 21 |
| Finance | 14 |
| Consumer Services | 13 |
| Commercial Services | 3 |
Posizioni
| Director/Board Member | 1052 |
| Corporate Officer/Principal | 312 |
| President | 285 |
| Chief Executive Officer | 220 |
| Chairman | 191 |
Contatti più connessi
| Insiders | |
|---|---|
| John Amboian | 164 |
| Barbara Novick | 98 |
| Tom Schreier | 93 |
| Martin Flanagan | 73 |
| George Aylward | 49 |
| Art Steinmetz | 47 |
| Mary Bush | 44 |
| Collin Edward Roche | 42 |
| Cynthia Hostetler | 38 |
| Bruce Duncan | 37 |
| Mellody Hobson | 33 |
| Edward Bernard | 32 |
| William Bradley | 31 |
| Gregory Johnson | 31 |
| Thomas Jones | 30 |
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- Insiders
- Bob G. Dorsey
- Connessioni Società
