David K. James
Bedrijfssecretaris bij Morgan Creek Global Equity Long Short Fund
Oorsprong van het eerstegraads netwerk van David K. James
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.
68
| Subsidiary | Investment Managers | 68 |
Lattice Strategies Trust
 Lattice Strategies Trust Investment Trusts/Mutual FundsMiscellaneous Lattice Strategies Trust provides investment solutions. It processes to the management of liquid, transparent, tax-efficient, and structurally simple investment solutions. Lattice Strategies Trust was founded in 2007 and is headquartered in San Francisco, CA.
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
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.
5
| Subsidiary | Investment Managers | 5 |
PFM Multi-Manager Series Trust
 PFM Multi-Manager Series Trust Investment ManagersFinance PFM Multi-Manager Series Trust is an investment management company. The company is headquartered in Harrisburg, PA.
3
| Umbrella Fund | Investment Managers | 3 |
Morgan Creek Global Equity Long Short Fund
 Morgan Creek Global Equity Long Short Fund Investment Trusts/Mutual FundsMiscellaneous Morgan Creek Global Equity Long Short Fund is a closed-end management investment company. It invests in various sectors, including healthcare, education, industrials and housing. The Fund's investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company is headquartered in Chapel Hill, NC.
3
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met David K. James via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| THE CHINA FUND, INC. | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Treasurer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Secretary Corporate Secretary Treasurer | |
| RAYTHEON | Aerospace & Defense | Corporate Officer/Principal | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Director/Board Member Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
| THE TAIWAN FUND, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Director of Finance/CFO Corporate Officer/Principal Corporate Secretary Corporate Secretary | |
| TEXAS INSTRUMENTS INCORPORATED | Semiconductors | Corporate Officer/Principal | |
| SOURCE CAPITAL, INC. | Investment Trusts/Mutual Funds | Corporate Secretary Compliance Officer Corporate Secretary | |
The Hartford Mutual Funds, Inc.
 The Hartford Mutual Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous The Hartford Mutual Funds, Inc. is an open-end management investment company. Its investment objective is to seek capital appreciation. The company was founded in 1996 and is headquartered in Wayne, PA. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
Appleton Partners, Inc.
 Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
RhumbLine Advisers LP
 RhumbLine Advisers LP Investment ManagersFinance RhumbLine Advisers LP (RhumbLine) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1990 by J. D. Nelson. RhumbLine manages a broad spectrum of passive strategies in both separate client accounts and pooled funds for institutional investors. | Investment Managers | Trading-Equity Analyst-Equity | |
| VOYAGER DIGITAL LTD. | Miscellaneous Commercial Services | Chief Administrative Officer | |
Professional Trading Solutions, Inc.
 Professional Trading Solutions, Inc. Packaged SoftwareTechnology Services Professional Trading Solutions, Inc. engages in the provision of solutions for active and professional traders as well as hedge funds and prop trading groups. It offers low latency technology platforms and brokerage services. The company was founded by Scott Ignall in 2006 and is headquartered in New York, NY. | Packaged Software | President | |
Global Equity Long/Short Master Fund
 Global Equity Long/Short Master Fund Investment Trusts/Mutual FundsMiscellaneous Global Equity Long Short Master Fund is a close-end mutual fund investment trust. The company is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Chairman Treasurer | |
Morgan Creek Global Equity Long Short Institutional Fund
 Morgan Creek Global Equity Long Short Institutional Fund Investment Trusts/Mutual FundsMiscellaneous Morgan Creek Global Equity Long Short Institutional Fund is a non-diversified closed-end management investment company. Its investment objective is to generate greater long-term returns when compared to traditional equity market benchmarks, while exhibiting a lower level of volatility and a modest degree of correlation to these markets. The company was founded on August 16, 2010 and is headquartered in Chapel Hill, NC. | Investment Trusts/Mutual Funds | Chairman Compliance Officer Treasurer | |
Nations First Capital LLC
 Nations First Capital LLC Finance/Rental/LeasingFinance Nations First Capital LLC provides credit for semi-trucks and trailers. The private company is based in Roseville, CA. | Finance/Rental/Leasing | Chief Operating Officer | |
| Boston University | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Graduate Degree Doctorate Degree | |
Foresters Life Insurance Co.
 Foresters Life Insurance Co. Multi-Line InsuranceFinance Foresters Life Insurance Co. provides life, health, medical, accident and other insurance solutions. Its products and services include term insurance, permanent insurance, universal life insurance and critical illness insurance. The company was founded in 2002 and is headquartered in Toronto, Canada. | Multi-Line Insurance | Director/Board Member | |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Boston Capital Corp.
 Boston Capital Corp. Investment ManagersFinance Founded in 1974 by Jack Manning and Herb Collins, Boston Capital Corp. is a real estate financing and investment firm located in Boston. | Investment Managers | Corporate Officer/Principal Private Equity Analyst | |
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Investment Managers | Analyst-Fixed Income | |
| Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Bentley University | College/University | Masters Business Admin Graduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
| California State University-Sacramento | College/University | Graduate Degree | |
| Suffolk University | College/University | Undergraduate Degree Graduate Degree | |
| Yale University | College/University | Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Hartford Funds Exchange-Traded Trust
 Hartford Funds Exchange-Traded Trust Financial ConglomeratesFinance Hartford Funds Exchange-Traded Trust operates as investment holding company. Its investment objective is to provide total return with income. The company is headquartered in Radnor, PA | Financial Conglomerates | Director/Board Member Chairman Director of Finance/CFO Chief Executive Officer Director/Board Member Director/Board Member | |
| DESTINY TECH100 INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Compliance Officer | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree | |
| Pine Advisor Solutions LLC | Director/Board Member Director/Board Member | ||
Lattice Strategies LLC
 Lattice Strategies LLC Investment ManagersFinance Lattice Strategies LLC (Lattice) is a SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Ted Lucas and R. Jeremy Stone in 2003. They are a wholly-owned subsidiary of Hartford Funds Management Co. LLC, an indirect subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG), a Connecticut-based financial services company. Lattice serves as the investment adviser to the Hartford Multifactor exchange-traded funds (Multifactor ETFs or Hartford ETFs). | Investment Managers | Founder Chief Operating Officer | |
Altmore BDC, Inc.
 Altmore BDC, Inc. Finance/Rental/LeasingFinance Altmore BDC, Inc. operates as a specialty finance company. It invests in senior secured term loans to cannabis operators in the United States, including cultivators, processors, manufacturers, distributors, and retailers. The company was founded in July 2021 and is headquartered in McLean, VA. | Finance/Rental/Leasing | Corporate Officer/Principal Compliance Officer | |
Morgan Creek Capital Management LLC
 Morgan Creek Capital Management LLC Investment ManagersFinance Morgan Creek Capital Management LLC (Morgan Creek) is a SEC-registered investment advisor and hedge fund manager headquartered in Chapel Hill, North Carolina. The firm was founded by Mark W. Yusko in 2004 and is a subsidiary of MCCM Group LLC. Morgan Creek provides discretionary investment advisory services to various private investment funds of funds and Regulated Investment Company (RIC). They also provide non-discretionary advisory services to a number of family offices, foundations, endowments and other investment adviser. | Investment Managers | Chief Executive Officer Public Communications Contact | |
United Way of Metropolitan Dallas, Inc.
 United Way of Metropolitan Dallas, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Metropolitan Dallas, Inc. raises and distributes funds for nonprofit organizations. It is a charitable organization, working with local service providers and agencies to deliver programs and services that center on the building blocks of a good life: Education, Income and Health. The firm also provides volunteer opportunities for people to help their neighbors, giving everyone tools to become informed advocates for addressing the pressing issues in North Texas. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Texans Credit Union
 Texans Credit Union Savings BanksFinance Texans Credit Union operates as a federally-insured financial institution. It provides banking services. The firm offers loans, credit cards, checking, savings, investments, kids account, insurance products and other services. The company was founded in 1953 and is headquartered in Richardson, TX. | Savings Banks | Director/Board Member | |
Raytheon Network Centric Systems, Inc.
 Raytheon Network Centric Systems, Inc. Information Technology ServicesTechnology Services Raytheon Network Centric Systems, Inc. develops networking solutions for the aviation industry. It serves in the areas of airspace and air traffic management, homeland security, combat, command and control systems. The firm's programs include civilian applications, command and control systems, integrated communications systems and netted sensor systems. The company is headquartered in McKinney, TX. | Information Technology Services | Chief Tech/Sci/R&D Officer | |
| Women’s College Hospital Foundation | Director/Board Member | ||
The Independent Order of Foresters
 The Independent Order of Foresters Life/Health InsuranceFinance The Independent Order of Foresters engages in the provision of insurance services. It offers life insurance, annuities, mutual funds, education savings, advisory, retirement planning, and electronic payroll solutions. The company was founded in 1874 and is headquartered in Toronto, Canada. | Life/Health Insurance | Director/Board Member | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Director/Board Member | |
MD Financial Holdings, Inc.
 MD Financial Holdings, Inc. Financial ConglomeratesFinance MD Financial Holdings, Inc. functions as an investment holding Canadian company. The private company is based in Ottawa, Canada. | Financial Conglomerates | Director/Board Member | |
Magee Rehabilitation Hospital
 Magee Rehabilitation Hospital Hospital/Nursing ManagementHealth Services Magee Rehabilitation Hospital provides physical and cognitive rehabilitation services. Its rehabilitations include for spinal cord, brain, orthopedic injury, stroke, amputations and other injuries. The company was founded in 1958 and is headquartered in Philadelphia, PA. | Hospital/Nursing Management | Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Canada | 5 |
Sectoraal
| Finance | 21 |
| Consumer Services | 11 |
| Miscellaneous | 8 |
| Commercial Services | 5 |
| Electronic Technology | 3 |
Operationeel
| Corporate Officer/Principal | 175 |
| Director of Finance/CFO | 161 |
| Director/Board Member | 104 |
| Undergraduate Degree | 57 |
| President | 36 |
Sterkste connecties
| Insiders | |
|---|---|
| Neal J. Andrews | 149 |
| Lynn Dugle | 32 |
| Wai Kwong Seck | 20 |
| Wendy Watson | 17 |
| Cory Gossard | 16 |
| John M. Corcoran | 16 |
| Nicholas A. Lopardo | 14 |
| Lynn S. Birdsong | 14 |
| Mark Yusko | 14 |
| Tina M. Payne | 13 |
| David Sung | 13 |
| Karen Ann Jacoppo-Wood | 12 |
| Robin Beery | 11 |
| Marshall N. Carter | 10 |
| Ted Lucas | 10 |
- Beurs
- Insiders
- David K. James
- Bedrijfsconnecties
