Daniel Berkery
Corporate Officer/Principal bij Stone Harbor Worldwide Corporate Income Fund
Oorsprong van het eerstegraads netwerk van Daniel Berkery
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients.
68
| Subsidiary | Investment Managers | 68 |
Stone Harbor Investment Partners LLC
 Stone Harbor Investment Partners LLC Investment ManagersFinance Stone Harbor Investment Partners LLC (Stone Harbor) is a registered investment advisor headquartered in New York City. The firm was founded by Peter Wilby in 2006 and was acquired in 2022 by Virtus Partners, Inc., a subsidiary of Virtus Investment Partner, Inc. (NASDAQ: VRTS), from SHIP Capital Partners LP. Stone Harbor provides portfolio management services to a wide variety of US and non-US institutional accounts. In addition, the firm is the investment adviser or sub-adviser to various pooled investment vehicles including US registered investment companies (open-end and closed-end funds), collective investment trusts, private funds and registered offshore funds such as Irish UCITS and Irish qualifying investor funds.
37
| Extinct | Investment Managers | 37 |
Stone Harbor Worldwide Corporate Income Fund
 Stone Harbor Worldwide Corporate Income Fund Investment Trusts/Mutual FundsMiscellaneous Stone Harbor Worldwide Corporate Income Fund is a non-diversified, closed-end management investment company. The fund's investment objectives are to provide maximize total return, which consists of income on its investments and capital appreciation. It invests in a portfolio of corporate debt obligations and other corporate-related income-producing investments, which include bonds, loans, debentures, notes, convertible securities, preferred shares, warrants, and commercial papers. The company was founded on January 21, 2011 and is headquartered in New York, NY.
12
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Daniel Berkery via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Corporate Officer/Principal Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer Corporate Officer/Principal Chairman Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Compliance Officer General Counsel Treasurer | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Compliance Officer General Counsel Treasurer | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
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., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Fixed Income Economist Corporate Officer/Principal Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income Analyst-Fixed Income | |
| Central Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Muzinich & Co., Inc.
 Muzinich & Co., Inc. Investment ManagersFinance Muzinich & Co., Inc. (Muzinich) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by George Muzinich in 1988. Muzinich provides discretionary investment advice and management to various onshore and offshore (i) investment funds and (ii) separately managed accounts, either directly or as a subadvisor. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal Corporate Officer/Principal | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Chief Investment Officer Chief Investment Officer Chief Investment 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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Regional Banks | Corporate Officer/Principal Sales & Marketing | |
Stone Harbor Services (UK) Ltd.
 Stone Harbor Services (UK) Ltd. Investment ManagersFinance Stone Harbor Services (UK) Ltd. provides investment management and advisory services. The company was founded on February 8, 2006 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
| Syracuse University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Hartford | College/University | Masters Business Admin Masters Business Admin | |
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 Doctorate Degree | |
PGIM, Inc.
 PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Virtus International Management LLP
 Virtus International Management LLP Investment ManagersFinance Virtus International Management LLP (VIM) is a specialty fixed-income investment management firm headquartered in London, UK. The firm is a subsidiary of Virtus International Services Ltd., ultimately owned by Virtus Investment Partners, Inc. (NYSE: VRTS) in the US. Formerly known as Stone Harbor Investment Partners (UK) LLP, VIM manages assets for institutional clients globally. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
| Colgate University | College/University | Undergraduate Degree Undergraduate Degree | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Masters Business Admin | |
| Baruch College | College/University | Masters Business Admin Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Tuck School of Business at Dartmouth | College/University | Masters Business Admin Masters Business Admin | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance 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 Managers | Analyst-Equity Analyst-Fixed Income | |
| Vassar College | College/University | Undergraduate Degree Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 48 |
| Verenigd Koninkrijk | 3 |
| Frankrijk | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 20 |
| Miscellaneous | 5 |
Operationeel
| Corporate Officer/Principal | 202 |
| Portfolio Manager-Fixed Income | 85 |
| Undergraduate Degree | 82 |
| Analyst-Fixed Income | 81 |
| Director/Board Member | 45 |
Sterkste connecties
| Insiders | |
|---|---|
| George Aylward | 49 |
| Thomas Brock | 17 |
| James Craige | 16 |
| Darin Batchman | 13 |
| Thomas Kevin Flanagan | 11 |
| Peter Lannigan | 11 |
| Peter Wilby | 11 |
| Catherine Nolan | 10 |
| David Oliver | 10 |
| Jeffrey S. Scott | 10 |
| Frank Ossino | 9 |
| Tim Heaney | 9 |
| Marianne Rossi | 9 |
| Kyle Jennings | 9 |
| David Torchia | 8 |
- Beurs
- Insiders
- Daniel Berkery
- Bedrijfsconnecties
