Cindy Beaulieu
Membro del Comitato di Investimento presso Goodwin Capital Advisers, Inc.
Provenienza dei contatti di primo grado di Cindy Beaulieu
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
LaSalle University
31
| College/University | Other Consumer Services | 31 |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.
20
| Subsidiary | Investment Managers | 20 |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds.
9
| Subsidiary | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Cindy Beaulieu tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Corporate Officer/Principal Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Portfolio Manager-Fixed Income Investment Committee Member | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | President Chief Executive Officer Director/Board Member | |
PHL Variable Insurance Co.
 PHL Variable Insurance Co. Life/Health InsuranceFinance PHL Variable Insurance Co. provides life insurance and annuity products through independent agents and financial advisors. It acts as administrative agent for variable products for Jackson National Life Insurance Company. The company was founded on July 15, 1981 and is headquartered in Hartford, CT. | Life/Health Insurance | Chief Executive Officer Chief Investment Officer | |
Conning, Inc.
 Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Investment Managers | Market Strategist Chief Executive Officer | |
| CHOICE HOTELS INTERNATIONAL, INC. | Hotels/Resorts/Cruise lines | Human Resources Officer | |
Manorcare Health Services, Inc.
 Manorcare Health Services, Inc. Medical/Nursing ServicesHealth Services Manorcare Health Services, Inc. provides healthcare services. The company is headquartered in Venice, FL. | Medical/Nursing Services | Human Resources Officer | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Corporate Officer/Principal Chief Executive Officer Chief Executive Officer Chief Investment Officer | |
HCR ManorCare, Inc.
 HCR ManorCare, Inc. Hospital/Nursing ManagementHealth Services HCR ManorCare, Inc. provides short and long term medical and post-hospital care services. It offers rehabilitation, memory care, assisted and independent living, home health care and hospice services. The company was founded in 1991 and is headquartered in Toledo, OH. | Hospital/Nursing Management | Human Resources Officer | |
Phoenix Capital, Inc.
 Phoenix Capital, Inc. Financial ConglomeratesFinance Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO. | Financial Conglomerates | Corporate Officer/Principal President Chief Tech/Sci/R&D Officer | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Chief Executive Officer Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
Conning & Co.
 Conning & Co. Miscellaneous Commercial ServicesCommercial Services Conning & Co. engages in the provision of investment management services. It offers investment expertise, software and services, and insurance research services. The company was founded in 1912 and is headquartered in Hartford, CT. | Miscellaneous Commercial Services | Chief Investment Officer Chief Executive Officer | |
| Central Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
Nassau Life Insurance Co.
 Nassau Life Insurance Co. Life/Health InsuranceFinance Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT. | Life/Health Insurance | Chief Executive Officer Corporate Officer/Principal | |
Market Resource Partners LLC
 Market Resource Partners LLC Information Technology ServicesTechnology Services Market Resource Partners LLC provides marketing consulting services. It is also a global provider of marketing intelligence, software and services. The firm?s products include MRP Prelytix and Channel Enablement. The company was founded by Kevin Cunningham and James Regan in 2002 and is headquartered in Philadelphia, PA. | Information Technology Services | Founder Director of Finance/CFO | |
| Stanford University | College/University | Graduate Degree Doctorate Degree | |
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 Director/Board Member | |
| University of Massachusetts | College/University | Masters Business Admin Masters Business Admin | |
| Central Michigan University | College/University | Masters Business Admin | |
| Universidad Panamericana | College/University | Graduate Degree | |
| Barra Mexicana Colegio de Abogados A.C. | Corporate Officer/Principal | ||
The University of Tampa, Inc.
 The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Masters Business Admin | |
| Instituto Tecnológico Autónomo de México | College/University | Masters Business Admin | |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Analyst-Equity | |
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 40 |
| Messico | 4 |
| Canada | 3 |
Settori
| Finance | 21 |
| Consumer Services | 10 |
| Miscellaneous | 8 |
| Commercial Services | 4 |
| Health Services | 3 |
Posizioni
| Corporate Officer/Principal | 64 |
| Director/Board Member | 63 |
| Undergraduate Degree | 53 |
| President | 52 |
| Chief Executive Officer | 43 |
Contatti più connessi
| Insiders | |
|---|---|
| George Aylward | 49 |
| James David Wehr | 14 |
| Daniel Geraci | 13 |
| William R. Moyer | 12 |
| Christopher Matthew Wilkos | 11 |
| Jerry Kochanski | 10 |
| Deborah A. Griffin | 9 |
| Lawrence Berran | 9 |
| Woody Bradford | 9 |
| Tim Heaney | 9 |
| Ezra Jimenez | 8 |
| Daniel Senecal | 8 |
| Ben Caron | 7 |
| Dong Hao Zhang | 7 |
| Charles P. Keates | 7 |
- Borsa valori
- Insiders
- Cindy Beaulieu
- Connessioni Società