Paul Anthony Lefurgey
Director/Board Member presso MADISON COVERED CALL & EQUITY STRATEGY FUND
Posizioni attive di Paul Anthony Lefurgey
Società | Posizione | Inizio | Fine |
---|---|---|---|
MADISON COVERED CALL & EQUITY STRATEGY FUND | Director/Board Member | 01/01/2021 | - |
Corporate Officer/Principal | 01/12/2012 | - | |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Chief Executive Officer | 01/01/2017 | - |
Head-Fixed Income Invts | 01/01/2007 | - | |
Investment Committee Member | 01/01/2005 | - | |
Portfolio Manager-Fixed Income | 01/01/2005 | - | |
Madison Investment Holdings, Inc.
Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Director/Board Member | - | - |
Head-Fixed Income Invts | 01/01/2023 | - | |
Portfolio Manager-Fixed Income | 01/01/2023 | - | |
Chief Executive Officer | - | 01/01/2023 | |
Madison Funds
Madison Funds Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | Corporate Officer/Principal | 01/01/2009 | - |
Ultra Series Fund | Corporate Officer/Principal | 01/01/2009 | - |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Portfolio Manager-Fixed Income | 30/11/2010 | - |
Head-Fixed Income Invts | 30/11/2010 | - | |
Chief Executive Officer | 30/11/2010 | 01/02/2022 |
Storia della carriera di Paul Anthony Lefurgey
Precedenti posizioni note di Paul Anthony Lefurgey
Società | Posizione | Inizio | Fine |
---|---|---|---|
MADISON STRATEGIC SECTOR PREMIUM FUND | Corporate Officer/Principal | 08/07/2010 | 01/01/2018 |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Head-Fixed Income Invts | 01/07/2003 | 31/10/2005 |
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., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Head-Fixed Income Invts | 01/01/1990 | - |
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Formazione di Paul Anthony Lefurgey
Michigan State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 12 |
Posizioni
Head-Fixed Income Invts | 5 |
Corporate Officer/Principal | 4 |
Portfolio Manager-Fixed Income | 4 |
Settori
Finance | 7 |
Miscellaneous | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 10 |
---|---|
Ultra Series Fund | Miscellaneous |
Madison Funds
Madison Funds Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI. | |
MEMBERS Capital Advisors, Inc.
MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Finance |
Madison Investment Holdings, Inc.
Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Finance |
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., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Finance |
Madison Covered Call & Equity Strategy Fund
Madison Covered Call & Equity Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Madison Covered Call & Equity Strategy Fund operates as a closed-end investment fund. Its investment objective is to provide a high level of current income and current gains, with a secondary objective of long-term capital appreciation. The company was founded on May 6, 2004 and is headquartered in Madison, WI. | Miscellaneous |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Finance |
Madison Strategic Sector Premium Fund
Madison Strategic Sector Premium Fund Investment Trusts/Mutual FundsMiscellaneous Madison Strategic Sector Premium Fund operates as a closed end investment fund or investment trust. It's investment objective is to provide income and current gains, with a secondary objective of long term capital appreciation. Its investing portfolio includes consumer discretionary, energy, financials, health care, industrials, information technology, materials, money market funds, options purchased, investment companies and U.S. treasury bills. Madison Strategic Sector Premium Fund was founded on February 4, 2005 and is headquartered in Kansas City, MO. | Miscellaneous |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Finance |
Madison Scottsdale LC
Madison Scottsdale LC Investment ManagersFinance Founded in 1993, Madison Scottsdale LC is a registered investment advisor located in Scottsdale, Arizona. The firm is a subsidiary of Madison Asset Management LLC, which, in turn, is a subsidiary of Madison Investment Holdings, Inc. Madison Scottsdale provides specialty investment advisory services to financial institutions, particularly insurance companies. | Finance |