Provenienza dei contatti di primo grado di Kevin Guerette
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
20
| Holding Company | Investment Managers | 20 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin Guerette tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CORNERSTONE STRATEGIC VALUE FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | General Counsel | |
| CORNERSTONE TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor | |
| BNY MELLON HIGH YIELD STRATEGIES FUND | Investment Trusts/Mutual Funds | 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 | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | |
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 | |
RevSpring, Inc.
 RevSpring, Inc. Packaged SoftwareTechnology Services RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN. | Packaged Software | Director/Board Member Director/Board Member | |
Premium Credit Ltd.
 Premium Credit Ltd. Financial ConglomeratesFinance Premium Credit Ltd. provides payment facilitation and financing services. The firm's insurance premium finance business provides consumer and business policyholders with the ability to pay insurance premia by periodic monthly installments instead of a single annual payment. It also provides financing services for individuals to pay for other annual fees or services by monthly installments, including accountancy fees, golf club subscriptions, holiday, home pitch fees and school fees. The company was founded in 1988 is headquartered in Leatherhead, the United Kingdom. | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member Director/Board Member | |
CapFinancial Holdings, Inc.
 CapFinancial Holdings, Inc. Financial ConglomeratesFinance CapFinancial Holdings, Inc. operates as an investment holding firm. The company is headquartered in Doylestown, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| PAYA HOLDINGS INC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Northern Kentucky University | College/University | Graduate Degree Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
Lind Capital Partners Municipal Credit Income Fund
 Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Secretary | |
| Miami University | College/University | Undergraduate Degree | |
| Walsh University | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
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 | ||
Carco Group, Inc.
 Carco Group, Inc. Miscellaneous Commercial ServicesCommercial Services Carco Group, Inc. engages in the provision of risk mitigation and security services. It offers background screening, compliance, HCM technology, and executive intelligence. The company was founded by Peter L. O'Neill in 1977 and is headquartered in Holtsville, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Chicago Youth Centers
 Chicago Youth Centers Miscellaneous Commercial ServicesCommercial Services Chicago Youth Centers provides educational, social, and personal care services. Its programs include learning centers, early childhood education, education support initiative, school-age child development, summer fun, and teen leadership development. The company was founded by Elliott Donnelley and Sidney Epstein in 1956 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Director/Board Member | |
| Kelley School of Business | College/University | Undergraduate Degree | |
TPG Capital LLC
 TPG Capital LLC Investment ManagersFinance TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo. | Investment Managers | Corporate Officer/Principal | |
| University of Dayton | College/University | Undergraduate Degree | |
Finomial Corp.
 Finomial Corp. Packaged SoftwareTechnology Services Finomial Corp. develops software which connects financial institutions and investors. It transforms the buy side investment process, investor analytics, and regulatory compliance by automating the current manual hedge fund subscription process between investor, fund manager and administrator. The company was founded by Subhra Bose and Meredith Allison Moss in 2010 and is headquartered in Cambridge, MA. | Packaged Software | Consultant / Advisor | |
| Boston College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 35 |
| Cina | 2 |
| Regno Unito | 2 |
Settori
| Consumer Services | 12 |
| Finance | 10 |
| Miscellaneous | 6 |
| Commercial Services | 6 |
| Technology Services | 4 |
Posizioni
| Director/Board Member | 55 |
| Corporate Officer/Principal | 33 |
| Undergraduate Degree | 14 |
| Treasurer | 8 |
| Consultant / Advisor | 5 |
Contatti più connessi
| Insiders | |
|---|---|
| Collin Edward Roche | 42 |
| Mike S. Hollander | 15 |
| Kalen James McConnell | 13 |
| Timothy Gavin | 11 |
| Theresa M. Bridge | 8 |
| Erik D. Naviloff | 5 |
| Gary Tenkman | 4 |
| Khimmara Greer | 4 |
| Tina H. Bloom | 4 |
| John Splain | 4 |
| Julie Schmuelling | 3 |
| Wade Bridge | 3 |
| Steve Nienhaus | 3 |
| David R. Carson | 3 |
| Mark Seger | 3 |
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