Kirk Lehneis
Chief Executive Officer presso MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND
Provenienza dei contatti di primo grado di Kirk Lehneis
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
MainStay VP Funds Trust
17
| Umbrella Fund | Investment Trusts/Mutual Funds | 17 |
MainStay Funds Trust
16
| Umbrella Fund | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
MainStay Funds
13
| Umbrella Fund | Investment Trusts/Mutual Funds | 13 |
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors.
8
| Subsidiary | Investment Managers | 8 |
IndexIQ Active ETF Trust
 IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY.
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
IndexIQ Trust
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
New York Life Investment Management Holdings LLC
 New York Life Investment Management Holdings LLC Investment ManagersFinance Part of New York Life Insurance Co., New York Life Investment Management Holdings LLC provides investment advice. The private company is based in New York, NY. Yie-Hsin Hung has been the CEO of the company since 2015.
2
| Subsidiary | Investment Managers | 2 |
IndexIQ ETF Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
NYLIFE Distributors LLC
 NYLIFE Distributors LLC Investment Banks/BrokersFinance Part of New York Life Insurance Co., NYLIFE Distributors LLC is an asset manager with over $600 billion in assets under supervision. The private company is based in Parsippany, NJ. NYLIFE Distributors provides investment solutions that help clients reach their goals through a long-lasting focus and diverse boutique perspectives. The company's multi-asset solutions offer diversification through a combination of asset classes, providing the potential for attractive income and capital appreciation. The company's latest report suggests that it may be time to consider rebalancing and reallocating the stocks and bonds in your portfolio, further diversifying within asset classes. Stephen P. Fisher has been the CEO of the company since 2008.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kirk Lehneis tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | President Chief Administrative Officer | |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Trading-Equity Portfolio Manager-Fixed Income | |
| WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| State Farm Associates Funds Trusts | Investment Trusts/Mutual Funds | Director/Board Member | |
| TCW STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
| TCW Funds, Inc. | Investment Trusts/Mutual Funds | Compliance Officer | |
Empower Annuity Insurance Company of America
 Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | General Counsel | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Portfolio Manager-Equities Corporate Officer/Principal Sales & Marketing Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| Metropolitan West Funds | Investment Trusts/Mutual Funds | Compliance Officer | |
| State Farm Variable Product Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Director/Board Member General Counsel | |
| CREDIT SUISSE HIGH YIELD BOND FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO General Counsel | |
| THESTREET, INC. | Commercial Printing/Forms | Sales & Marketing 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 | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| Independent Directors Council | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Georgetown University | College/University | Graduate Degree Corporate Officer/Principal Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| TIME INC | Publishing: Books/Magazines | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin 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 | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | President Analyst-Equity | |
| CREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO General Counsel | |
| Boston University | College/University | Director/Board Member Graduate Degree | |
TCW Liquid Alternatives Trust
 TCW Liquid Alternatives Trust Investment Trusts/Mutual FundsMiscellaneous TCW Liquid Alternatives Trust operates as an open-end, management investment company. The Trust’s investment objective is to seek long-term capital appreciation with lower volatility than a stand-alone stock portfolio. TCW Liquid Alternatives Trust was founded on August 20, 2014 and is headquartered in Los Angeles, CA. | Investment Trusts/Mutual Funds | Compliance Officer | |
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 | Compliance Officer | |
TCW Direct Lending VII LLC
 TCW Direct Lending VII LLC Financial ConglomeratesFinance TCW Direct Lending VII LLC operates as a lending investment company. It seeks to generate risk-adjusted returns primarily through direct investments in senior secured loans to middle market companies or other issuers. The company was founded on May 23, 2017 and is headquartered in Boston, MA. | Financial Conglomerates | Compliance Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| Sturm College of Law | College/University | Graduate Degree | |
TCW Direct Lending LLC
 TCW Direct Lending LLC Investment ManagersFinance TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million. | Investment Managers | Compliance Officer | |
| WESTERN ASSET PREMIER BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| WESTERN ASSET INFLATION-LINKED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Chairman | |
| State Farm Mutual Fund Trust | Investment Trusts/Mutual Funds | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Regno Unito | 2 |
Settori
| Miscellaneous | 19 |
| Finance | 12 |
| Consumer Services | 8 |
| Commercial Services | 6 |
Posizioni
| Director/Board Member | 121 |
| Corporate Officer/Principal | 63 |
| Compliance Officer | 41 |
| President | 27 |
| Chief Executive Officer | 25 |
Contatti più connessi
| Insiders | |
|---|---|
| Yie-Hsin Hung | 22 |
| Jeffrey A. Engelsman | 20 |
| Karen Hammond | 19 |
| Chris Blunt | 18 |
| Jacques Perold | 18 |
| Juwen Gao | 15 |
| Reena Aggarwal | 14 |
| Greg Bassuk | 14 |
| Kevin Gleason | 13 |
| Susan Kerley | 13 |
| Michael Pignataro | 12 |
| David Chow | 12 |
| Teddy Fusaro | 11 |
| Alan Latshaw | 11 |
| Richard H. Nolan | 11 |
- Borsa valori
- Insiders
- Kirk Lehneis
- Connessioni Società
