David Brenner
Hoofd Administratief Officier bij WADDELL & REED FINANCIAL, INC.
Oorsprong van het eerstegraads netwerk van David Brenner
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
53
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 53 |
| Subsidiary | Investment Banks/Brokers | 30 | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA.
4
| Subsidiary | Investment Banks/Brokers | 4 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David Brenner via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal Director/Board Member Chief Executive Officer Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Trading-Equity Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Head-Equity Investments Analyst-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal Head-Fixed Income Invts | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Director/Board Member Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal General Counsel | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Compliance Officer President Corporate Secretary Director of Finance/CFO | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| SEI INVESTMENTS COMPANY | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| University of Pennsylvania | College/University | Undergraduate Degree Chief Operating Officer Masters Business Admin Masters Business Admin | |
| The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
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 | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Director of Finance/CFO Chief Executive Officer Investor Relations Contact President | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments Head-Equity Investments | |
| Franklin & Marshall College | College/University | Undergraduate Degree President Undergraduate Degree | |
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| St. Joseph's University | College/University | Undergraduate Degree Masters Business Admin | |
| CFA Society of Kansas City | Corporate Officer/Principal Corporate Officer/Principal | ||
The KP Funds
 The KP Funds Investment Trusts/Mutual FundsMiscellaneous The KP Funds is an open-end management investment company that offers shares of diversified portfolios. The company was founded on March 25, 2013 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| The Advisors' Inner Circle Fund | Director/Board Member Compliance Officer | ||
| The Advisors' Inner Circle Fund II | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Bishop Street Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Daily Income Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Institutional International Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Institutional Investments Trust | Director/Board Member Compliance Officer | ||
Ivy Distributor, Inc.
 Ivy Distributor, Inc. Investment Banks/BrokersFinance Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS. | Investment Banks/Brokers | General Counsel President | |
| SEI Institutional Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| CROSSFIRST BANKSHARES, INC. | Regional Banks | Director of Finance/CFO Investor Relations Contact | |
| SEI Opportunity Fund LP | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Asset Allocation Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Adviser Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| New Covenant Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
| SEI Insurance Products Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal Human Resources Officer | |
| SEI Alpha Strategy Portfolios LP | Director/Board Member Compliance Officer | ||
| Chiron Capital Allocation Fund Ltd. | Director/Board Member Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 50 |
| Kaaimaneilanden | 2 |
Sectoraal
| Miscellaneous | 28 |
| Finance | 10 |
| Consumer Services | 8 |
| Commercial Services | 2 |
Operationeel
| Director/Board Member | 174 |
| Corporate Officer/Principal | 155 |
| Undergraduate Degree | 51 |
| Independent Dir/Board Member | 37 |
| President | 35 |
Sterkste connecties
| Insiders | |
|---|---|
| John Fry | 38 |
| William Doran | 36 |
| Russell Emery | 26 |
| Katherine Kline | 24 |
| Shawn Lytle | 23 |
| Michael Morrissey | 18 |
| Randall S. Yanker | 18 |
| Roger Allen Early | 18 |
| Jerel Hopkins | 16 |
| Dennis E. Logue | 16 |
| Richard Salus | 16 |
| Thomas Lemke | 16 |
| Philip James Sanders | 15 |
| David Connor | 14 |
| Sharilyn Gasaway | 14 |
- Beurs
- Insiders
- David Brenner
- Bedrijfsconnecties
