Lisa Leonard
Portfolio Manager-Fixed Income presso Duff & Phelps Investment Management Co.
Provenienza dei contatti di primo grado di Lisa Leonard
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.
68
| Subsidiary | Investment Managers | 68 |
Newfleet Asset Management LLC
 Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients.
38
| Extinct | Investment Managers | 38 |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI).
31
| Subsidiary | Investment Managers | 31 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lisa Leonard tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Chief Executive Officer Director/Board Member Chief Investment Officer Director/Board Member Corporate Officer/Principal Chief Executive Officer Director/Board Member Portfolio Manager-Fixed Income Director of Finance/CFO Corporate Secretary | |
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member President General Counsel | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member President General Counsel | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer General Counsel Corporate Officer/Principal General Counsel | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Chief Executive Officer Chief Executive Officer | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member President General Counsel | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Chief Executive Officer Director/Board Member Chief Investment Officer Director/Board Member Corporate Officer/Principal Chief Executive Officer Director/Board Member Director of Finance/CFO Chief Investment Officer Corporate Secretary | |
| University of Notre Dame | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member President General Counsel | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer General Counsel Corporate Officer/Principal | |
Stone Harbor Worldwide Corporate Income Fund
 Stone Harbor Worldwide Corporate Income Fund Investment Trusts/Mutual FundsMiscellaneous Stone Harbor Worldwide Corporate Income Fund is a non-diversified, closed-end management investment company. The fund's investment objectives are to provide maximize total return, which consists of income on its investments and capital appreciation. It invests in a portfolio of corporate debt obligations and other corporate-related income-producing investments, which include bonds, loans, debentures, notes, convertible securities, preferred shares, warrants, and commercial papers. The company was founded on January 21, 2011 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Duff & Phelps Gbl Utility & Midstream Energy Income Fund
 Duff & Phelps Gbl Utility & Midstream Energy Income Fund Investment Trusts/Mutual FundsMiscellaneous Duff & Phelps Gbl Utility & Midstream Energy Income Fund is closed-end management investment company. The fund objective is to provide a current income, with an emphasis on providing tax-advantaged dividend income and capital appreciation by investing majority of its assets in dividend-paying equity securities of domestic and foreign companies in the electric, gas and telecommunications sectors of the utility industry and the midstream sector of the energy industry. Duff & Phelps Gbl Utility & Midstream Energy Income Fund was founded on March 15, 2011 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Officer/Principal | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Chief Executive Officer General Counsel Corporate Officer/Principal | |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY. | Investment Trusts/Mutual Funds | Director/Board Member President General Counsel | |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member President Corporate Officer/Principal General Counsel | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer General Counsel | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Doctorate 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 | Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal Analyst-Equity | |
Nassau Life Insurance Co.
 Nassau Life Insurance Co. Life/Health InsuranceFinance Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT. | Life/Health Insurance | Chief Executive Officer Corporate Officer/Principal | |
Muzinich & Co., Inc.
 Muzinich & Co., Inc. Investment ManagersFinance Muzinich & Co., Inc. (Muzinich) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by George Muzinich in 1988. Muzinich provides discretionary investment advice and management to various onshore and offshore (i) investment funds and (ii) separately managed accounts, either directly or as a subadvisor. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
| Central Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Fairfield University | College/University | Director/Board Member Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer General Counsel Corporate Officer/Principal Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member President General Counsel | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Chief Executive Officer General Counsel General Counsel | |
| State University of New York at Binghamton | College/University | Undergraduate Degree Undergraduate Degree | |
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Francia | 2 |
| Marocco | 2 |
Settori
| Miscellaneous | 23 |
| Consumer Services | 16 |
| Finance | 13 |
Posizioni
| Corporate Officer/Principal | 179 |
| President | 156 |
| Director/Board Member | 91 |
| Undergraduate Degree | 88 |
| Portfolio Manager-Fixed Income | 69 |
Contatti più connessi
| Insiders | |
|---|---|
| Donald Burke | 152 |
| George Aylward | 49 |
| William Renahan | 26 |
| Jennifer S. Fromm | 26 |
| James David Wehr | 14 |
| Nathan Partain | 13 |
| Darin Batchman | 13 |
| Carl Pollard | 12 |
| Alan Michael Meder | 11 |
| Peter Wilby | 11 |
| Robert J. Genetski | 11 |
| Peter Lannigan | 11 |
| David Oliver | 10 |
| David Grumhaus | 10 |
| Frank Ossino | 9 |
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