Jacqueline M. Porter

Comptroller/Controller/Auditor bij VP Distributors LLC

66 jaar

Miscellaneous

Finance

Oorsprong van het eerstegraads netwerk van Jacqueline M. Porter

Entiteit	Type entiteit	Industrie
VP Distributors LLC VP Distributors LLC Investment Banks/BrokersFinance Part of Virtus Investment Partners, Inc., VP Distributors LLC provides broker-dealer services. The company is based in Greenfield, MA. 6	Subsidiary	Investment Banks/Brokers	6

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Onderneming	Sector	Gelieerde personen	Hoofdpost
Merger Fund	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
MERRILL LYNCH PREFERRED CAPITAL TRUST I	Major Banks	Kurt L. Klimenko	Corporate Officer/Principal
Virtus Variable Insurance Trust	Investment Trusts/Mutual Funds	Nancy Engberg Francis G. Waltman	Compliance Officer Corporate Officer/Principal
Shearson Lehman Bros., Inc. Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.	Investment Banks/Brokers	Francis G. Waltman	Corporate Officer/Principal
AMG Funds I	Investment Trusts/Mutual Funds	Jeffrey Thomas Cerutti	Chief Executive Officer
VIRTUS GLOBAL DIVIDEND & INCOME FUND INC.	Investment Trusts/Mutual Funds	Kevin J. Carr Nancy Engberg Carlton Bryan Neel Francis G. Waltman	General Counsel Compliance Officer Corporate Officer/Principal Corporate Officer/Principal
HARTFORD FINANCIAL SERVICES GROUP (THE), INC.	Multi-Line Insurance	Kevin J. Carr	Corporate Officer/Principal
Zweig Advisers LLC Zweig Advisers LLC Investment ManagersFinance Founded in 1989 by Dr. Martin Zweig, Zweig Advisers LLC is a registered investment advisor and mutual fund manager located in New York City. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They provide investment advisory services to closed-end registered investment companies.	Investment Managers	Carlton Bryan Neel	Portfolio Manager-Equities
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.	Investment Managers	Kurt L. Klimenko	Portfolio Manager-Equities
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.	Investment Banks/Brokers	Kurt L. Klimenko	Corporate Officer/Principal
AMG Funds	Finance/Rental/Leasing	Jeffrey Thomas Cerutti	Chief Executive Officer
PEPCO HOLDINGS, INC.	Electric Utilities	Francis G. Waltman	Corporate Officer/Principal
AMG Distributors, Inc. AMG Distributors, Inc. Investment Banks/BrokersFinance Part of Affiliated Managers Group, Inc., AMG Distributors, Inc. provides mutual fund services. The company is based in Norwalk, CT.	Investment Banks/Brokers	Jeffrey Thomas Cerutti	President
The Merger Fund VL	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC.	Investment Trusts/Mutual Funds	Kevin J. Carr	Corporate Officer/Principal
PXP Securities Corp.		Carlton Bryan Neel	Corporate Officer/Principal
Virtus Strategy Trust	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
Virtus Event Opportunities Trust Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY.	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
Virtus Alternative Solutions Trust Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.	Investment Trusts/Mutual Funds	Nancy Engberg Francis G. Waltman	Compliance Officer Corporate Officer/Principal
AMG Pantheon Fund LLC AMG Pantheon Fund LLC Investment Trusts/Mutual FundsMiscellaneous AMG Pantheon Fund LLC is a closed-end, non-diversified management investment company, which engages in the investment of all its assets in AMG Pantheon Master Fund, LLC. The company was founded on May 16, 2014 and is headquartered in Stamford, CT.	Investment Trusts/Mutual Funds	Jeffrey Thomas Cerutti	Chief Executive Officer
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
Brown University	College/University	Carlton Bryan Neel	Undergraduate Degree
Michigan State University	College/University	Kurt L. Klimenko	Undergraduate Degree
AMG Funds LLC AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms.	Investment Managers	Jeffrey Thomas Cerutti	Chief Executive Officer
Nassau Life Insurance Co. Nassau Life Insurance Co. Life/Health InsuranceFinance Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT.	Life/Health Insurance	Kevin J. Carr	General Counsel
Drake University	College/University	Kevin J. Carr	Graduate Degree
Fordham University Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.	College/University	Francis G. Waltman	Masters Business Admin
Hofstra University	College/University	Francis G. Waltman	Undergraduate Degree
Skidmore College	College/University	Jeffrey Thomas Cerutti	Undergraduate Degree
University of Hartford	College/University	Kevin J. Carr	Undergraduate Degree
Prudential Retirement Prudential Retirement Investment ManagersFinance Prudential Retirement provides retirement plan solutions for public, private and non-profit organizations. It also offers services like record keeping, administration, investment management, comprehensive employee investment education and communications. The company is located in Hartford, CT.	Investment Managers	Francis G. Waltman	Corporate Officer/Principal
VIRTUS INVESTMENT PARTNERS, INC.	Investment Managers	Kevin J. Carr Jeffrey Thomas Cerutti Nancy Engberg Francis G. Waltman	General Counsel Corporate Officer/Principal Compliance Officer Corporate Officer/Principal
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND	Investment Trusts/Mutual Funds	Kevin J. Carr Nancy Engberg Francis G. Waltman	General Counsel Compliance Officer Corporate Officer/Principal
VIRTUS CONVERTIBLE & INCOME FUND	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer
Chaikin Analytics LLC Chaikin Analytics LLC Packaged SoftwareTechnology Services Chaikin Analytics LLC provides stock research tools and portfolio management services. Its products include market survival guide, powerpulse, and powerfeed. The company was founded by Marc Chaikin and Sandy Chaikin in March 2011 and is headquartered in Philadelphia, PA.	Packaged Software	Carlton Bryan Neel	Chief Executive Officer
National Securities & Research Corp.		Francis G. Waltman	Corporate Officer/Principal
Virtus Global Funds Plc	Investment Trusts/Mutual Funds	Francis G. Waltman	Director/Board Member
VIRTUS CONVERTIBLE & INCOME FUND II	Investment Trusts/Mutual Funds	Nancy Engberg	Compliance Officer