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Provenienza dei contatti di primo grado di Larry Lee Shank
Entità | Tipo di entità | Settore Industriale | |
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Rydex Advisors LLC
![]() Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products.
30
| Extinct | Investment Managers | 30 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Larry Lee Shank tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Fred Alger Management LLC
![]() Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Sales & Marketing | |
ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Moore Capital Management LP
![]() Moore Capital Management LP Investment ManagersFinance Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group. | Investment Managers | Director of Research - Equity | |
Homestead Advisers Corp.
![]() Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan. | Investment Managers | Portfolio Manager-Fixed Income | |
Rydex Advisors II LLC
![]() Rydex Advisors II LLC Investment ManagersFinance Part of Guggenheim Partners LLC, Rydex Advisors II LLC is a company that provides investment advice. The company is based in Rockville, MD. | Investment Managers | Compliance Officer Chief Investment Officer | |
American Century Investments Services, Inc.
![]() American Century Investments Services, Inc. Investment ManagersFinance American Century Investments Services, Inc. provides investment and money management services. The company was founded by James E. Stowers in 1958 and is headquartered in Kansas City, MO. | Investment Managers | Corporate Officer/Principal | |
FOLIOfn, Inc.
![]() FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Internet Software/Services | Corporate Officer/Principal 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 | Portfolio Manager-Equities Chief Investment Officer Portfolio Manager-Equities President Sales & Marketing Sales & Marketing | |
Security Investors LLC
![]() Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Compliance Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity | |
AdvisorShares Investments LLC
![]() AdvisorShares Investments LLC Investment ManagersFinance AdvisorShares Investments LLC (AdvisorShares) is a registered investment management firm headquartered in Bethesda, Maryland. The firm was founded by Noah Hamman in 2006 and is a subsidiary of Wilson Lane Group LLC. AdvisorShares offers a variety of actively managed thematic, equity, and multi-asset ETFs. | Investment Managers | Chief Executive Officer | |
Currencyshares Hong Kong Dollar Trust | Investment Trusts/Mutual Funds | Corporate Secretary Chief Executive Officer | |
CurrencyShares South African Rand Trust | Investment Trusts/Mutual Funds | Corporate Secretary Chief Executive Officer | |
Columbia Management Services, Inc. | Corporate Officer/Principal | ||
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
DIAMOND HILL INVESTMENT GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
FIS Ambit LLC
![]() FIS Ambit LLC Packaged SoftwareTechnology Services FIS Ambit LLC provides risk and performance management software solutions. It offers modular solutions for asset, liability and market risk management, liquidity risk management, performance management, regulatory compliance, and economic capital management. The company was founded in 1997 and is headquartered in Jacksonville, FL. | Packaged Software | Corporate Officer/Principal | |
WestLB Asset Management (US) LLC
![]() WestLB Asset Management (US) LLC Regional BanksFinance WestLB Asset Management (US) LLC provides banking, investment, brokerage, and private equity services. The company is based in New York, NY. The company is ultimately controlled by the State of North Rhine-Westphalia. | Regional Banks | Corporate Officer/Principal | |
Massachusetts Institute of Technology | College/University | Doctorate Degree Doctorate Degree | |
Boston College | College/University | Undergraduate Degree | |
Howard University | College/University | Undergraduate Degree | |
Lake Forest College | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
University of North Texas | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Graduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Corporate Officer/Principal | |
Sierra Investment Management, Inc.
![]() Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Investment Managers | Portfolio Manager-Equities | |
Guggenheim Funds Investment Advisors LLC
![]() Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Stonebrook Capital Management LLC | Corporate Officer/Principal | ||
Wright Fund Management LLC
![]() Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Investment Managers | Portfolio Manager-Equities | |
SPDR Loomis Sayles Opportunistic Bond ETF
![]() SPDR Loomis Sayles Opportunistic Bond ETF Investment Trusts/Mutual FundsMiscellaneous SPDR Loomis Sayles Opportunistic Bond ETF functions as an exchange traded fund. It is an actively managed multi-asset credit strategy that seeks to capture risk premiums in markets that it believes offer strong risk-adjusted returns potential over a full market cycle due to Loomis Sayles’ credit selection and risk management process. The company was founded on September 28, 2021 and is headquartered in the United States. | Investment Trusts/Mutual Funds | Chairman |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Settori
Finance | 23 |
Miscellaneous | 14 |
Consumer Services | 9 |
Technology Services | 3 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 55 |
Portfolio Manager-Equities | 34 |
Compliance Officer | 25 |
Undergraduate Degree | 24 |
Director/Board Member | 13 |
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