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David A. Bogaert
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Provenienza dei contatti di primo grado di David A. Bogaert
Entità | Tipo di entità | Settore Industriale | |
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Huntington Asset Services
![]() Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN.
18
| Subsidiary | Investment Managers | 18 |
Commonwealth Fund Services, Inc.
![]() Commonwealth Fund Services, Inc. Miscellaneous Commercial ServicesCommercial Services Commonwealth Fund Services, Inc. provides a range of financial services including fund accounting, transfer agency, administration, compliance, and distribution services. The private company is based in Richmond, VA. The company also services international investments and clients.
4
| Private Company | Miscellaneous Commercial Services | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David A. Bogaert tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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FIRST DATA CORPORATION | Regional Banks | Corporate Officer/Principal | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Mutual Fund & Variable Insurance Trust | Investment Trusts/Mutual Funds | Treasurer Corporate Secretary | |
Hillman Capital Management Investment Trust | Investment Trusts/Mutual Funds | Chairman | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Unified Series Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
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 | Corporate Officer/Principal | |
Arrow Investment Advisors LLC
![]() Arrow Investment Advisors LLC Investment ManagersFinance Arrow Investment Advisors LLC (Arrow) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Laurel, Maryland. The firm was founded in 2005 by Joseph Barrato and Jake Griffith. Arrow serves as the advisor to Arrow Funds which are offered to individuals and businesses, non-profits and endowments, as well as qualified and non-qualified retirement plans. | Investment Managers | Compliance Officer | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
World Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman | |
Citi Fund Services, Inc.
![]() Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Corporate Officer/Principal | ||
Citi Fund Services Ohio, Inc. | Corporate Officer/Principal Sales & Marketing | ||
Columbia Management Services, Inc. | Corporate Officer/Principal | ||
Starboard Investment Trust | Investment Trusts/Mutual Funds | Chairman | |
Multi-Manager Portfolio LLC
![]() Multi-Manager Portfolio LLC Investment Trusts/Mutual FundsMiscellaneous Multi-Manager Portfolio LLC is a closed-end investment fund. The company is headquartered in Jupiter, FL. | Investment Trusts/Mutual Funds | Treasurer | |
Strategy Shares | Investment Trusts/Mutual Funds | Treasurer Corporate Secretary | |
Capitol Series Trust
![]() Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN. | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Corporate Secretary | |
Cross Shore Discovery Fund
![]() Cross Shore Discovery Fund Investment Trusts/Mutual FundsMiscellaneous Cross Shore Discovery Fund is a closed-end management investment company. The firm's investment objective is to seek risk-adjusted rates of return over a full market cycle, with limited capital draw downs and with overall volatility less than broad U.S. equity market indices. The company was founded on May 21, 2014 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
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 | |
Harding University | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree | |
Middle Tennessee State University | College/University | Corporate Officer/Principal | |
New York University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
University of Indianapolis | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
University of Oregon | College/University | Graduate Degree | |
AIM Investments Ltd.
![]() AIM Investments Ltd. Financial ConglomeratesFinance AIM Investments Ltd. operates as an investment company. The company is headquartered in Gibraltar. | Financial Conglomerates | General Counsel | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Unified Fund Services, Inc.
![]() Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006. | Financial Conglomerates | President Sales & Marketing | |
Indiana Utility Regulatory Commission | General Government | Corporate Officer/Principal | |
Husch Blackwell LLP
![]() Husch Blackwell LLP Miscellaneous Commercial ServicesCommercial Services Husch Blackwell LLP provides legal services. Its services include corporate, data privacy, security and breach response, employee benefits and executive compensation, environmental and franchise distribution. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Leadership Middle Tennessee, Inc. | Director/Board Member | ||
The TCW Group, Inc.
![]() The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
J.P. Morgan Clearing Corp.
![]() J.P. Morgan Clearing Corp. Miscellaneous Commercial ServicesCommercial Services J.P. Morgan Clearing Corp. is engaged in the provision of securities clearing, custody, order execution, settlement, and lending services to traders, hedge fund managers, broker-dealers, and investment advisers. The company was founded in 1991 and is headquartered in Brooklyn, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
John H. Lively & Associates, Inc.
![]() John H. Lively & Associates, Inc. Miscellaneous Commercial ServicesCommercial Services John H. Lively & Associates, Inc. is a private company based in Leawood, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Raymond James Financial, Inc. (Broker)
![]() Raymond James Financial, Inc. (Broker) Investment Banks/BrokersFinance Founded in 1962, Raymond James Financial, Inc. (NYSE: RJF) is a diversified holding company headquartered in St. Petersburg, Florida. The firm provides services to individuals, corporations and municipalities through their wholly-owned subsidiaries: Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd. Raymond James operates through eight segments: Private Client Group (PCG); Capital Markets; Asset Management; Raymond James Bank (RJ Bank); Emerging Markets; Securities Lending; Proprietary Capital; and Other. The Private Client Group segment provides securities transaction and financial planning services to client accounts through the branch office systems of the company's subsidiaries. The Capital Markets segment's activities consist primarily of equity and fixed income products and services. The Asset Management segment provides asset management services for individual investment portfolios and mutual funds. The RJ Bank segment provides corporate, residential and consumer loans, as well as Federal Deposit Insurance Corp. insured deposit accounts, to clients of the company's broker-dealer subsidiaries and to the general public. The Emerging Markets segment operates securities brokerage, investment banking, asset management and equity research businesses. The Securities Lending segment conducts its business through the borrowing and lending of securities from and to other broker-dealers, financial institutions and other counterparties. The Proprietary Capital segment consists of the company's principal capital and private equity activities, including various direct and third-party private equity and merchant banking investments. Raymond James' capital markets reach within the financial institutions segment focuses on community and regional banks and thrifts including equity research, sales, trading and investment banking resources and services. Raymond James is one of the largest research organizations in the brokerage industry and serves institutional investors domestically and abroad. The firm's capital markets activities are based on insightful, timely and comprehensive equity research. They publish research on over 1,000 companies in their core industries. Raymond James seeks attractive niches within broader industries and then covers these sectors deeply to develop differentiated sector expertise and relationships. Although their focus is mid- and small-cap companies, their coverage includes large, medium and small companies across each sector. Raymond James' Institutional Trading division is organized into 3 specialty departments: Sales Trading, Principal trading and Agency Trading. Their Sales Trading division covers over 800 domestic and 1,300 international financial institutions throughout North America and Europe. The firm's Principal Trading division consists of industry-focused teams and their OTC Principal Trading department makes markets in over 680 domestic stocks, 85% of which are covered by Raymond James Institutional Research department. Their Agency Trading department services the trading needs of over 5,500 financial advisors located in 2,500 retail offices across the US. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Corp. (Fund Distributor)
![]() State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
Northern Lights Compliance Services LLC
![]() Northern Lights Compliance Services LLC Investment ManagersFinance Northern Lights Compliance Services LLC is a company that specializes in providing investment firms with institutional-level fund servicing. The company is based in Hauppauge, NY. The company offers a comprehensive list of services, including portfolio administration and accounting, modern investor servicing tools, compliance programs, tax, auditing, and distribution support. | Investment Managers | President | |
PRINCIPAL REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
The Chesapeake Investment Trust | Finance/Rental/Leasing | Director/Board Member | |
Peachtree Alternative Strategies Fund
![]() Peachtree Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Peachtree Alternative Strategies Fund operates as a non-diversified, closed-end management investment company. It invests substantially all of its assets in private investment vehicles or hedge funds managed by a variety of different investment managers. The Fund’s investment objective is to create a diversified portfolio of hedge fund strategies that generates attractive risk-adjusted returns relative to traditional asset classes and that generates a return stream that is not highly correlated to equity market performance. The company was founded on August 19, 2016 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Compliance Officer Director of Finance/CFO | |
Episcopal Church Building Fund | Corporate Officer/Principal | ||
Harris, Hardy & Johnstone PC
![]() Harris, Hardy & Johnstone PC Miscellaneous Commercial ServicesCommercial Services Harris, Hardy & Johnstone PC is a financial advisory firm that provides tax planning and preparation support, audit and attestation services, and estate and trust management. The private company is based in Richmond, VA, and was founded by William E. Hardy, who has been the CEO since incorporation. The company serves closely-held businesses, construction companies, healthcare providers, individuals, nonprofits, and hospitality clients. The company is committed to providing unparalleled service to help clients achieve peace of mind. The company has a resource library, including ebooks, forms, and links, and a client center with online apps such as QuickBooks Online and Zoom Sharefile. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Practus LLP
![]() Practus LLP Internet Software/ServicesTechnology Services Practus LLP is a virtual law firm that uses innovative technology to provide legal services to clients and attorneys. The private company is based in Leawood, KS and was founded in 2018 by John H. Lively and Robert Bob Elwood. Practus's model is designed to disrupt traditional legal practices and improve client relationships. The company's use of mobile technology and cloud-based solutions allows for a more agile infrastructure and better outcomes for clients. The testimonials and references in their press release may constitute attorney advertising and do not guarantee future results. | Internet Software/Services | Founder Corporate Officer/Principal Corporate Officer/Principal | |
Apex Fund Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Settori
Finance | 16 |
Miscellaneous | 13 |
Consumer Services | 10 |
Commercial Services | 5 |
Government | 2 |
Posizioni
Corporate Officer/Principal | 54 |
Undergraduate Degree | 17 |
Director/Board Member | 16 |
President | 12 |
Treasurer | 9 |
Contatti più connessi
Insiders | |
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Tom Carter | 16 |
Robert Silva | 8 |
Martin Dean | 7 |
Jay S. Fitton | 7 |
Theo Pitt | 6 |
John H. Lively | 6 |
Soth Chin | 6 |
Anna Maria Spurgin | 5 |
Carol Highsmith | 5 |
Joe Rezabek | 5 |
Mary Lou Ivey | 4 |
Gino Malaspina | 4 |
David Urban | 4 |
Joe Flannery | 4 |
Varanont Oat Ruchira | 4 |
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