Franklin Ruben
Portfolio Manager-Fixed Income presso Corient Private Wealth LLC
Provenienza dei contatti di primo grado di Franklin Ruben
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.
385
| Subsidiary | Investment Managers | 385 |
The University of Texas at Austin
362
| College/University | Other Consumer Services | 362 |
Corient Private Wealth LLC
 Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023.
32
| Subsidiary | Investment Managers | 32 |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.
24
| Extinct | Investment Managers | 24 |
Van Kampen American Capital, Inc.
 Van Kampen American Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of Invesco Ltd., Van Kampen American Capital, Inc. is a closed-end investment company. The company is based in IL. Van Kampen American Capital was acquired by Morgan Stanley Group, Inc. from Clayton Dubilier & Rice LLC on October 31, 1996 for $745 million.
1
| Subsidiary | Investment Trusts/Mutual Funds | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Franklin Ruben tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
OMERS Administration Corp.
 OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Investment Managers | Analyst-Equity | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Analyst-Equity Head-Fixed Income Invts | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Portfolio Manager-Fixed Income Trading-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
| Van Kampen Advisors, Inc. | Director/Board Member Corporate Officer/Principal | ||
| INVESCO MORTGAGE CAPITAL INC. | Real Estate Investment Trusts | Director/Board Member Chief Investment Officer Chief Investment Officer President Chief Operating Officer | |
| Invesco Fixed Income Trust | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
Invesco Asset Management Ltd.
 Invesco Asset Management Ltd. Investment ManagersFinance Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Vanderbilt University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate 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 | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Graduate Degree Corporate Officer/Principal Doctorate Degree Graduate Degree | |
Invesco Senior Secured Management, Inc.
 Invesco Senior Secured Management, Inc. Investment ManagersFinance Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs. | Investment Managers | Chief Investment Officer Director of Research - Fxd Inc Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| INVESCO BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| Texas A&M University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Louisville | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Rice University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Texas Christian University | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Doctorate Degree Undergraduate Degree | |
| INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Chairman | |
| The University of Alabama | College/University | Undergraduate Degree Undergraduate Degree | |
Houston Ballet Foundation
 Houston Ballet Foundation Miscellaneous Commercial ServicesCommercial Services Houston Ballet Foundation operates as a ballet company. It provides training services to its dancers throughout the United States, the United Kingdom, Europe, Asia, and Canada. The company was founded in 1969 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member President | |
| C. T. Bauer College of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| Ursinus College | College/University | Undergraduate Degree Undergraduate Degree | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| Baylor University | College/University | Masters Business Admin Undergraduate Degree | |
| Stephen F. Austin State University | College/University | Undergraduate Degree Undergraduate Degree | |
| INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Undergraduate Degree Undergraduate Degree | |
| Transylvania University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Canada | 2 |
| Regno Unito | 2 |
| Germania | 2 |
Settori
| Consumer Services | 24 |
| Finance | 15 |
| Miscellaneous | 9 |
| Commercial Services | 3 |
| Technology Services | 2 |
Posizioni
| Corporate Officer/Principal | 158 |
| Undergraduate Degree | 96 |
| Portfolio Manager-Equities | 83 |
| Corporate Secretary | 78 |
| General Counsel | 77 |
Contatti più connessi
| Insiders | |
|---|---|
| John Zerr | 111 |
| Jeffery D. Hildebrand | 23 |
| J. Philip Ferguson | 18 |
| Gregory McGreevey | 14 |
| Greg Stoeckle | 12 |
| Brant Hill DeMuth | 12 |
| Philip Yarrow | 11 |
| John S. Segner | 10 |
| Michael Suen | 10 |
| Kevin Collins | 9 |
| Henry Lartigue | 9 |
| Kevin Holt | 8 |
| Mark Paris | 8 |
| Bill Stone | 8 |
| Tom Ewald | 8 |
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- Insiders
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- Connessioni Società
