Randle Lorenzo Smith
Corporate Officer/Principal presso CFA Society of Chicago
Provenienza dei contatti di primo grado di Randle Lorenzo Smith
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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).
82
| Subsidiary | Investment Managers | 82 |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020.
29
| Non-Profit Organization | Miscellaneous Commercial Services | 29 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Randle Lorenzo Smith tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Chief Executive Officer Compliance Officer | |
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance 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 Banks/Brokers | Analyst-Equity Analyst-Equity | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Chief Investment Officer Corporate Officer/Principal Chief Executive Officer Chief Investment Officer Compliance Officer | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
| Rivernorth Funds | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
Grosvenor Capital Management LP
 Grosvenor Capital Management LP Investment ManagersFinance Grosvenor Capital Management LP (GCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Michael Sacks in 1971 and is a subsidiary of Grosvenor Capital Management Holdings LLLP, itself a subsidiary of GCM Grosvenor, Inc. (NASDAQ: GCMG). GCM provides investment management and advisory services for private pooled investment vehicles, open- and closed-end registered investment companies, and institutional investors such as public or private pension plans or sovereign wealth funds. | Investment Managers | Portfolio Manager-Equities Director of Finance/CFO | |
Grosvenor Registered Multi Strategy Fund Ti 1 LLC
 Grosvenor Registered Multi Strategy Fund Ti 1 LLC Investment Trusts/Mutual FundsMiscellaneous Grosvenor Registered Multi Strategy Fund Ti 1 LLC specializes in aviation, capital, energy management, healthcare, lighting, power and water, oil and gas, and transportation. The company was founded by David Bruce Small and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director of Finance/CFO | |
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 Chief Investment Officer Corporate Officer/Principal Compliance Officer Corporate Officer/Principal | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Chief Executive Officer Compliance Officer | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Corporate Officer/Principal Director of Finance/CFO Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| MORNINGSTAR, INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Masters Business Admin | |
| Cleveland State University | College/University | Undergraduate Degree Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Loyola University of Chicago | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Masters Business Admin Undergraduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Director/Board Member Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Evanston Capital Management LLC
 Evanston Capital Management LLC Investment ManagersFinance Evanston Capital Management LLC (ECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Evanston, Illinois. The firm was founded by David L. Wagner, Adam B. Blitz, Kenneth A. Meister, and Ryan D. Cahill in 2002. They are a subsidiary of Evanston Capital Management LP. ECM provides investment supervisory services to US and non-US commingled open-end and closed-end private funds of private funds, and to a customized single investor fund. | Investment Managers | Chief Executive Officer Founder Analyst-Equity Analyst-Equity | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Chief Executive Officer Analyst-Equity Analyst-Equity | |
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 | Chief Executive Officer Corporate Officer/Principal | |
RiverNorth Capital Management LLC
 RiverNorth Capital Management LLC Investment ManagersFinance RiverNorth Capital Management LLC (RiverNorth) is a SEC-registered investment advisor headquartered in West Palm Beach, Florida. The firm was founded by Brian H. Schmucker in 2000 and is a wholly owned subsidiary of RiverNorth Financial Holdings LLC, which is majority owned by RiverNorth Holding Co. RiverNorth serves as an institutional investment manager to registered funds, private funds and separately managed accounts. | Investment Managers | Chief Executive Officer Analyst-Equity | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree | |
| Chicago Quantitative Alliance | Corporate Officer/Principal Corporate Officer/Principal | ||
Illinois Certified Public Accountants Society
 Illinois Certified Public Accountants Society Miscellaneous Commercial ServicesCommercial Services The Illinois Certified Public Accountants Society operates a professional association of certified public accountants. The private company is based in Illinois. Todd Shapiro has been the CEO of the American company since 1998. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Great Lakes Advisors LLC
 Great Lakes Advisors LLC Investment ManagersFinance Great Lakes Advisors LLC (GLA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1981, the firm is a subsidiary of Whamco Holding Co. and their ultimate parent is Wintrust Financial Corp. (NASDAQ: WTFC), which acquired the firm in 2011. GLA offers customized investment advisory services to individual and institutional clients. In addition, the firm serves as adviser to mutual funds and is the General Partner to a Private Fund. GLA is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Equity Analyst-Equity | |
RiverNorth SPAC Focus Fund, Inc.
 RiverNorth SPAC Focus Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous RiverNorth SPAC Focus Fund, Inc. operates as a closed-end investment fund or Investment trust. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Francia | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 20 |
| Finance | 18 |
| Miscellaneous | 9 |
| Commercial Services | 4 |
Posizioni
| Corporate Officer/Principal | 196 |
| Undergraduate Degree | 91 |
| Analyst-Equity | 87 |
| Director/Board Member | 80 |
| Portfolio Manager-Equities | 66 |
Contatti più connessi
| Insiders | |
|---|---|
| Larry Swets | 39 |
| Patrick Galley | 19 |
| Jeremy Matthew Baskin | 16 |
| Kunal Kapoor | 15 |
| Scott Craven Jones | 13 |
| Nathan Partain | 13 |
| Patricia Ann Halper | 13 |
| Tate Sullivan | 12 |
| Kenneth Alan Meister | 12 |
| David Grumhaus | 10 |
| Kevin J. Callahan | 10 |
| Joyce B. Riegel | 10 |
| Frederick Andrew Brimberg | 10 |
| Eric Anderson Felton | 10 |
| Brian Christopher Hartigan | 10 |
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- Randle Lorenzo Smith
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