Michael Beattie
Corporate Officer/Principal presso SEI INVESTMENTS COMPANY
Provenienza dei contatti di primo grado di Michael Beattie
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
| Public Company | Investment Managers | 66 | |
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
55
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 55 |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
17
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Michael Beattie tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Director/Board Member Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Trading-Equity Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Head-Equity Investments Analyst-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity Head-Fixed Income Invts | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
| University of Pennsylvania | College/University | Director/Board Member Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Chief Administrative Officer Chief Operating Officer Compliance Officer | |
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
| The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Founder President Chief Executive Officer Chief Investment Officer | |
| CFA Society of Philadelphia | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal Sales & Marketing Chief Administrative Officer Chief Investment Officer | |
| LaSalle University | College/University | Masters Business Admin Director/Board Member Masters Business Admin Undergraduate Degree | |
City National Rochdale Strategic Credit Fund
 City National Rochdale Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Strategic Credit Fund is a non-diversified, closed-end management investment company. It operates as an interval fund that will offer to make quarterly repurchases of shares at net asset value. Its investment objective is to generate current income, and long-term capital appreciation. The company was founded on February 26, 2018 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
| City National Rochdale Funds | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
City National Rochdale Select Strategies Fund
 City National Rochdale Select Strategies Fund Investment Trusts/Mutual FundsMiscellaneous City National Rochdale Select Strategies Fund functions as a closed-end investment fund or Investment trust. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Treasurer | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Treasurer Corporate Officer/Principal Corporate Officer/Principal | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
SEI Investments Distribution Co.
 SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The company is based in Oaks, PA and was founded in 1981. | Financial Conglomerates | Chairman Director/Board Member Chief Executive Officer | |
| St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| SEI Daily Income Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
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 | Graduate Degree Undergraduate Degree | |
| Bishop Street Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| The Advisors' Inner Circle Fund II | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Institutional International Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments | |
| The Advisors' Inner Circle Fund | Director/Board Member Compliance Officer | ||
The KP Funds
 The KP Funds Investment Trusts/Mutual FundsMiscellaneous The KP Funds is an open-end management investment company that offers shares of diversified portfolios. The company was founded on March 25, 2013 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Tax Exempt Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
| SEI Institutional Investments Trust | Director/Board Member Compliance Officer | ||
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| SEI Institutional Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Asset Allocation Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Adviser Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
| Isole Cayman | 2 |
| Singapore | 2 |
| Australia | 2 |
Settori
| Miscellaneous | 25 |
| Finance | 12 |
| Consumer Services | 8 |
| Commercial Services | 4 |
Posizioni
| Corporate Officer/Principal | 192 |
| Director/Board Member | 150 |
| Undergraduate Degree | 55 |
| Compliance Officer | 47 |
| Independent Dir/Board Member | 28 |
Contatti più connessi
| Insiders | |
|---|---|
| William Doran | 36 |
| Jay Nadel | 27 |
| Russell Emery | 26 |
| Jon Hunt | 19 |
| Randall S. Yanker | 18 |
| Nichelle Maynard-Elliott | 18 |
| Roger Allen Early | 18 |
| James Volk | 18 |
| Thomas Lemke | 16 |
| Jerel Hopkins | 16 |
| Jonathan Brassington | 15 |
| Daniel Geatens | 13 |
| Al West | 11 |
| Stephanie Miller | 11 |
| Joseph J. Devine | 10 |
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