Barbara Tolle
Financieel Directeur/CFO bij Forward Funds, Inc.
Oorsprong van het eerstegraads netwerk van Barbara Tolle
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey.
18
| Subsidiary | Investment Managers | 18 |
Salient MF Trust
11
| Umbrella Fund | Finance/Rental/Leasing | 11 |
Cypress Creek Private Strategies Master Fund LP
 Cypress Creek Private Strategies Master Fund LP Investment Trusts/Mutual FundsMiscellaneous Salient Private Access Master Fund LP is a non-diversified, closed-end management Investment Company. The investment objective is to preserve capital and to generate consistent long-term appreciation and returns across a market cycle. The firm primarily pursues its investment objective by investing its assets in a variety of investment vehicles including limited partnerships, limited liability companies, hedge funds, offshore corporations and other foreign investment, registered investment companies and direct investments in marketable securities and derivative instruments. The company was founded on April 1, 2003 and is headquartered in Houston, TX.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
Salient Private Access Institutional Fund LP
 Salient Private Access Institutional Fund LP Investment Trusts/Mutual FundsMiscellaneous Salient Private Access Institutional Fund LP is a closed-end investment Fund/Investment Trust. It engages in generating consistent long-term appreciation and returns across a market cycle. The company was founded on February 1, 2010 and is headquartered in Houston, TX.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
Salient Private Access Registered Fund, L.P.
 Salient Private Access Registered Fund, L.P. Investment Trusts/Mutual FundsMiscellaneous Salient Private Access Registered Fund LP is a closed-end investment fund or investment trust, which engages in investing substantially its capital into Salient Private Access Master Fund. The Registered Fund’s investment objective is to preserve capital and to generate consistent long-term appreciation and returns across a market cycle. The company was founded on March 10, 2004 and is headquartered in Houston, TX.
10
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 |
Forward Funds, Inc.
10
| Umbrella Fund | Finance/Rental/Leasing | 10 |
Endowment PMF Master Fund LP
 Endowment PMF Master Fund LP Investment Trusts/Mutual FundsMiscellaneous Endowment PMF Master Fund LP operates as a closed-end mutual fund. The company was founded on March 31, 2014 and is headquartered in Houston, TX.
1
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Barbara Tolle via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Secretary Director of Finance/CFO Director/Board Member | |
The Endowment Institutional TEI Fund W LP
 The Endowment Institutional TEI Fund W LP Investment Trusts/Mutual FundsMiscellaneous The Endowment Institutional Tei Fund W LP is a mutual fund closed-end investment trust. It engages in preserving capital and generating long-term appreciation and returns in the market cycle. The company is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Endowment Tei Fund LP | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Salient Alternative Strategies Fund | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
Salient Partners LP
 Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Chief Executive Officer Compliance Officer Chief Operating Officer Corporate Officer/Principal | |
Salient Capital Management LLC
 Salient Capital Management LLC Miscellaneous Commercial ServicesCommercial Services Salient Capital Management LLC provides asset and wealth management services. It offers services to high net worth and affluent individuals and smaller institutions including financial and estate planning, trusts and custody services. The company was founded on May 28, 2003 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Chief Executive Officer Chief Operating Officer Director/Board Member | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Salient Advisors LP
 Salient Advisors LP Investment ManagersFinance Salient Advisors LP is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and provides investment advisory services to Investment Funds, which includes the Westwood Broadmark Tactical Plus Fund. | Investment Managers | Chief Executive Officer Compliance Officer | |
BlackRock Funds III
 BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous BlackRock Funds III is an open-end management investment company, which engages in the provision of investment activities. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member | |
Technology & Entrepreneurship Center of Houston
 Technology & Entrepreneurship Center of Houston Investment ManagersFinance Technology & Entrepreneurship Center of Houston operates as a non-profit organization created to accelerate the growth of Houston’s innovation ecosystem. It aligns ecosystem support around strategic initiatives that are connecting, attracting, and promoting startups, investors, corporations, government, and universities. The company was founded in October 2017 and is headquartered in Houston, TX. | Investment Managers | Director/Board Member Director/Board Member | |
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 Comptroller/Controller/Auditor | |
| Suffolk University | College/University | Masters Business Admin Graduate Degree | |
| Drexel University | College/University | Graduate Degree Masters Business Admin | |
| Salient Absolute Return Fund LP | Director/Board Member Director/Board Member | ||
DuPont Capital Management Corp.
 DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
| The Harris Foundation, Inc. | Founder | ||
The Space Agency
 The Space Agency Miscellaneous Commercial ServicesCommercial Services The Space Agency provides television and radio commentators. The company is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| Space Media, Inc. | Corporate Officer/Principal | ||
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree | |
| U.S. PHYSICAL THERAPY, INC. | Medical/Nursing Services | Director/Board Member | |
Vesalius Ventures, Inc.
 Vesalius Ventures, Inc. Investment ManagersFinance Vesalius Ventures, Inc (Vesalius Ventures) is a venture capital firm founded in 2002. The firm is headquartered in Houston, Texas. | Investment Managers | Chief Executive Officer | |
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 | Portfolio Manager-Fixed Income | |
| World Presidents' Organization | Corporate Officer/Principal | ||
Young Presidents' Organization, Inc.
 Young Presidents' Organization, Inc. Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| RCM Financial Services LP | President | ||
Palmetto Partners Ltd.
 Palmetto Partners Ltd. Financial ConglomeratesFinance Palmetto Partners Ltd. provides investment services. The company is headquartered in Houston, TX. | Financial Conglomerates | President | |
| NINE ENERGY SERVICE, INC. | Oilfield Services/Equipment | Director/Board Member | |
YES Prep Public Schools, Inc.
 YES Prep Public Schools, Inc. General GovernmentGovernment YES Prep Public Schools, Inc. provides a comprehensive educational program. The non-profit company is based in Houston, TX. | General Government | Director/Board Member | |
Cogen Technologies, Inc.
 Cogen Technologies, Inc. Electric UtilitiesUtilities Cogen Technologies, Inc. is a private company based in Houston, TX and has subsidiaries in the United States. | Electric Utilities | Corporate Officer/Principal | |
| Make-A-Wish Foundation of Illinois | Director/Board Member | ||
PBI, Inc.
 PBI, Inc. Specialty StoresRetail Trade PBI, Inc. operates as a furniture store. The private company is based in Annapolis, MD. The company was founded by Stephen C. Turner. | Specialty Stores | President | |
| ASTROTECH CORPORATION | Aerospace & Defense | Chief Tech/Sci/R&D Officer | |
| BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| RTX CORPORATION | Aerospace & Defense | Director/Board Member | |
CHI St. Luke’s Health
 CHI St. Luke’s Health Hospital/Nursing ManagementHealth Services CHI St. Luke's Health is a renowned healthcare provider that offers high-quality services in the Greater Houston area. The private company is based in Houston, TX, and is led by CEO Doug Lawson. St. Luke's Health is known for its exceptional healthcare services and is committed to providing the best possible care to its patients. | Hospital/Nursing Management | Director/Board Member | |
National Academy of Medicine (United States)
 National Academy of Medicine (United States) Miscellaneous Commercial ServicesCommercial Services The National Academy of Medicine (United States) is based in Washington and is focused on improving the health and well-being of individuals through various initiatives. These initiatives include the clinician well-being collaborative, which aims to accelerate the implementation of a national plan for health workforce well-being, and the development of a code of conduct for the use of artificial intelligence in health care. The organization also provides resources to support meaningful community engagement in health and health care programs and policies. Recently, the National Academy of Medicine announced the appointment of Mandy Cohen, a member of the organization, as the director of the Centers for Disease Control and Prevention. Additionally, the organization has released a publication celebrating 50 years of progress in biomedical science, health, and health care. | Miscellaneous Commercial Services | Director/Board Member | |
The Texas Medical Center
 The Texas Medical Center Medical/Nursing ServicesHealth Services The Texas Medical Center provides healthcare services. The company was founded in 1900 and is headquartered in Huston, TX. | Medical/Nursing Services | Director/Board Member | |
| E-cardio, Inc. | Director/Board Member | ||
American Institute of Minimally Invasive Surgery
 American Institute of Minimally Invasive Surgery Miscellaneous Commercial ServicesCommercial Services American Institute of Minimally Invasive Surgery provides surgical techniques for women's health specialists. The private company is based in Windermere, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Constellation Services International, Inc.
 Constellation Services International, Inc. Other TransportationTransportation Constellation Services International, Inc. operates as a space cargo transportation company. It is an entrepreneurial orbital services company that is focused on research and applications logistics for low Earth orbit (LEO) space stations and other platforms in space. The company was founded in 1998 and is headquartered in Laguna Woods, CA. | Other Transportation | Director/Board Member | |
| Barings Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Singapore | 2 |
Sectoraal
| Finance | 12 |
| Miscellaneous | 9 |
| Commercial Services | 7 |
| Consumer Services | 5 |
| Technology Services | 4 |
Operationeel
| Director/Board Member | 186 |
| Director of Finance/CFO | 162 |
| Corporate Officer/Principal | 86 |
| Corporate Secretary | 49 |
| Independent Dir/Board Member | 48 |
Sterkste connecties
| Insiders | |
|---|---|
| Neal J. Andrews | 149 |
| Bernard Harris | 56 |
| Megan Kennedy | 27 |
| John Blaisdell | 26 |
| Jonathan Carroll | 26 |
| Scott Schwinger | 25 |
| G. Edward Powell | 22 |
| James Fox | 20 |
| Paul Axtell Bachtold | 19 |
| Haig G. Mardikian | 18 |
| Rosanne Gatta | 16 |
| Cecilia Herbert | 15 |
| Tina M. Payne | 13 |
| Richard Craig Johnson | 12 |
| Karin B. Bonding | 12 |
- Beurs
- Insiders
- Barbara Tolle
- Bedrijfsconnecties
