Thomas Perna
Chairman presso PIONEER HIGH INCOME FUND, INC.
Patrimonio netto: 6 M $ in data 31/03/2024
Provenienza dei contatti di primo grado di Thomas Perna
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York.
74
| Extinct | Major Banks | 74 |
| Public Company | Information Technology Services | 70 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 23 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 22 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 18 | |
Pioneer ILS Interval Fund
 Pioneer ILS Interval Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer ILS Interval Fund is a non-diversified, closed-end management investment company. The fund invests primarily in insurance-linked securities. Insurance-linked securities may include event-linked bonds also known as insurance-linked bonds or catastrophe bonds, quota share instruments also known as insurance sidecars, collateralized reinsurance investments, industry loss warranties, event-linked swaps, securities of companies in the insurance or reinsurance industries, and other insurance- and reinsurance related securities. Pioneer Investment Management, Inc. is the fund’s investment adviser. The company was founded on July 15, 2014 and is headquartered Boston, MA.
15
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 |
Pioneer Interest Shares
 Pioneer Interest Shares Investment Trusts/Mutual FundsMiscellaneous Pioneer Interest Shares operates as a diversified, closed-end management investment company. It invests in asset backed securities, corporate bonds, U.S. government agency and treasury obligations, and municipal bonds.
14
| Extinct | Investment Trusts/Mutual Funds | 14 |
Quadriserv, Inc.
 Quadriserv, Inc. Investment Banks/BrokersFinance Quadriserv, Inc. engages in the provision of securities finance activities. The company was founded by Martin Hakker, Gregory W. DePetris, Sean McNamara, and Joseph Charles Weinhoffer and is headquartered in New York, NY.
14
| Private Company | Investment Banks/Brokers | 14 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
Pioneer Securitized Income Fund
 Pioneer Securitized Income Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer Securitized Income Fund is a closed-end investment fund. The investment objective of the fund is to seek total return. The company was founded on July 16, 2019 and is headquartered in Boston, MA.
12
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Thomas Perna tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
| AUTOMATIC DATA PROCESSING, INC. | Data Processing Services | Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
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 | Chief Operating Officer Analyst-Equity | |
| H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal Corporate Officer/Principal | |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | General Counsel Corporate Officer/Principal | |
Amundi Pioneer Asset Management USA, Inc.
 Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Chief Investment Officer President Chief Executive Officer Chief Executive Officer Compliance Officer | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Chairman Chief Executive Officer | |
| THE SWISS HELVETIA FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| CARVER BANCORP, INC. | Savings Banks | Corporate Officer/Principal Chief Executive Officer | |
| CITIGROUP INC. | Major Banks | Chief Administrative Officer Corporate Officer/Principal | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Pioneer Funds Distributor, Inc.
 Pioneer Funds Distributor, Inc. Investment Banks/BrokersFinance Part of SAS Rue la Boétie, Pioneer Funds Distributor, Inc. provides brokerage services. Lisa Marinello Jones has been the CEO of the American company since 2014. | Investment Banks/Brokers | President Chief Executive Officer | |
ADP Brokerage Services Group
 ADP Brokerage Services Group Investment Banks/BrokersFinance ADP Brokerage Services Group provides financial and brokerage processing service. Its services include transaction processing systems, desktop productivity applications, and investor communication services. The company is located in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Director of Finance/CFO Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Chief Executive Officer | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
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 | Doctorate Degree Corporate Officer/Principal Graduate Degree | |
| University of Oxford | College/University | Doctorate Degree Graduate Degree Graduate Degree | |
Sullivan & Cromwell LLP
 Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Private Export Funding Corp.
 Private Export Funding Corp. Finance/Rental/LeasingFinance Private Export Funding Corp. provides export-financing services. It assists the financing of U.S. exports through the mobilization of private capital as a supplement to the financing available from commercial banks and other lenders. It provides export finance programs as a direct lender and as a secondary market buyer of export loans. The company was founded in 1970 and is headquartered in New York, NY. | Finance/Rental/Leasing | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Connecticut College | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Undergraduate Degree Graduate Degree | |
| The Johns Hopkins University | College/University | Director/Board Member Undergraduate Degree | |
| New York University | College/University | Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
Pioneer Institutional Asset Management, Inc.
 Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Pioneer Institutional Asset Management, Inc. is a private company that provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Corporate Officer/Principal Chairman President Chief Executive Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Amundi US, Inc.
 Amundi US, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Amundi US, Inc. provides asset management services. The private company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | Treasurer Treasurer Chief Investment Officer Chief Executive Officer | |
Amundi USA, Inc.
 Amundi USA, Inc. Financial ConglomeratesFinance Amundi USA, Inc. is based in New York, NY. Part of SAS Rue la Boétie, Amundi USA, Inc. is a company that provides asset management services. Lisa Marinello Jones has been the CEO of the company since 2017. | Financial Conglomerates | General Counsel Director/Board Member Chief Executive Officer Chief Operating Officer | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | President Corporate Officer/Principal Chairman | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Director/Board Member Masters Business Admin | |
Broadridge (Australia) Pty Ltd.
 Broadridge (Australia) Pty Ltd. Information Technology ServicesTechnology Services Part of Broadridge Financial Solutions, Inc., Broadridge (Australia) Pty Ltd. is a fintech leader that helps clients capitalize on what's next with communications, technology, data, and intelligence solutions. The private company is based in Sydney, Australia. The Australian company offers various services such as navigating European fund market opportunities, providing swift transaction messaging and workflow management, transforming intermediary data into targeted sales strategies, optimizing FX order management, managing the entire proxy process, offering market analytics for asset managers, processing mortgage-backed securities, and providing reference data management services. The company was founded in 1962, and the CEO is Timothy C. Gokey. | Information Technology Services | Chief Executive Officer President | |
The Partnership for New York City, Inc.
 The Partnership for New York City, Inc. Miscellaneous Commercial ServicesCommercial Services The Partnership for New York City operates as a charitable organization. It is a network of business leaders and corporations working for the economic and cultural betterment of all five boroughs of the city. The firm provides networking opportunities, conducts research, participates in policy making and lobbies government. The company was founded by David Rockefeller in 2002 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Bank of the West (California)
 Bank of the West (California) Regional BanksFinance Bank of the West operates as a state chartered commercial bank. It offers retail banking, small and medium enterprise banking, pacific rim banking, commercial banking, wealth management, and personal finance. The company was founded in 1874 and is headquartered in San Francisco, CA. | Regional Banks | Chief Executive Officer President | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Naples Technology Ventures LLC
 Naples Technology Ventures LLC Investment ManagersFinance Naples Technology Ventures LLC (Naples Technology Ventures) is a venture capital firm founded in 2018 by Mike Abbaei and Brij Sharma. The firm is headquartered in Naples, Florida. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
The British & American Business, Inc. of New York & London
 The British & American Business, Inc. of New York & London Miscellaneous Commercial ServicesCommercial Services The British & American Business, Inc. of New York & London is a non-profit organization, which engages in operating a corporate network of transatlantic businesses. It offers strategic insights, introductions, and marketing opportunities to its members. The company was founded on July 1, 2000 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Director/Board Member Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 3 |
| Italia | 2 |
| Australia | 2 |
Settori
| Finance | 24 |
| Consumer Services | 17 |
| Commercial Services | 8 |
| Technology Services | 3 |
| Miscellaneous | 2 |
Posizioni
| Director/Board Member | 490 |
| Corporate Officer/Principal | 232 |
| Independent Dir/Board Member | 136 |
| President | 86 |
| Chairman | 83 |
Contatti più connessi
| Insiders | |
|---|---|
| Mary Bush | 44 |
| Paul Myners | 38 |
| Bruce van Saun | 32 |
| Nicholas Donofrio | 29 |
| John Francis Cogan | 27 |
| Lisa Jones | 26 |
| Marc Mayer | 25 |
| Craig MacKay | 25 |
| Gerald Hassell | 25 |
| Annette Nazareth | 24 |
| Alan Weber | 23 |
| David R. Bock | 22 |
| Karen Peetz | 22 |
| Thomas McInerney | 21 |
| Maura Markus | 21 |
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- Insiders
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- Connessioni Società
