Jeffrey A. Engelsman
Compliance Officer bij MainStay Funds Trust
Oorsprong van het eerstegraads netwerk van Jeffrey A. Engelsman
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
MainStay Funds Trust
18
| Umbrella Fund | 18 | |
MainStay VP Funds Trust
17
| Umbrella Fund | Investment Trusts/Mutual Funds | 17 |
Deutsche Asset Management, Inc.
 Deutsche Asset Management, Inc. Investment ManagersFinance Deutsche Asset Management, Inc. provides asset management and investment advisory services. The company is based in New York, NY.
12
| Extinct | Investment Managers | 12 |
Metropolitan West Funds
7
| Umbrella Fund | Investment Trusts/Mutual Funds | 7 |
Internet Sciences, Inc.
 Internet Sciences, Inc. Advertising/Marketing ServicesCommercial Services Internet Sciences, Inc. operates as an information and communications technology company. It specializes in digital telecommunication, data center and co-location, and media IoT. The company was founded by Lynda Chervil in 2016 and is headquartered in New York, NY.
6
| Private Company | Advertising/Marketing Services | 6 |
TCW Direct Lending LLC
 TCW Direct Lending LLC Investment ManagersFinance TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million.
2
| Private Eq Fd/Alt Invt | Investment Managers | 2 |
MainStay Funds
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeffrey A. Engelsman via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| MERCK & CO., INC. | Pharmaceuticals: Major | Corporate Officer/Principal | |
| WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| State Farm Associates Funds Trusts | Investment Trusts/Mutual Funds | Director/Board Member | |
| TCW STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Chief Executive Officer Chief Executive Officer General Counsel | |
| TCW Funds, Inc. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Chairman Chief Executive Officer General Counsel | |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing Chief Executive Officer | |
| State Farm Variable Product Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| MAINSTAY MACKAY DEFINEDTERM MUNICIPAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel Director of Finance/CFO Director/Board Member Compliance Officer Chairman Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Administrative Officer Chief Executive Officer Compliance Officer | |
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND | Investment Trusts/Mutual Funds | General Counsel Director of Finance/CFO Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Administrative Officer Chief Executive Officer Compliance Officer | |
TCW Liquid Alternatives Trust
 TCW Liquid Alternatives Trust Investment Trusts/Mutual FundsMiscellaneous TCW Liquid Alternatives Trust operates as an open-end, management investment company. The Trust’s investment objective is to seek long-term capital appreciation with lower volatility than a stand-alone stock portfolio. TCW Liquid Alternatives Trust was founded on August 20, 2014 and is headquartered in Los Angeles, CA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer General Counsel | |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Director/Board Member Director/Board Member Chief Executive Officer Chief Administrative Officer | |
New York Life Investment Management Holdings LLC
 New York Life Investment Management Holdings LLC Investment ManagersFinance Part of New York Life Insurance Co., New York Life Investment Management Holdings LLC provides investment advice. The private company is based in New York, NY. Yie-Hsin Hung has been the CEO of the company since 2015. | Investment Managers | Corporate Officer/Principal Compliance Officer Chief Executive Officer Chief Operating Officer | |
| Independent Directors Council | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
TCW Direct Lending VII LLC
 TCW Direct Lending VII LLC Financial ConglomeratesFinance TCW Direct Lending VII LLC operates as a lending investment company. It seeks to generate risk-adjusted returns primarily through direct investments in senior secured loans to middle market companies or other issuers. The company was founded on May 23, 2017 and is headquartered in Boston, MA. | Financial Conglomerates | Chairman Director/Board Member Director/Board Member | |
TCW Investment Management Co LLC
 TCW Investment Management Co LLC Investment ManagersFinance TCW Investment Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm is wholly-owned by The TCW Group, Inc., a Nevada corporation. TCW provides investment management and advice for a wide array of US Equities, US Fixed Income, International and Alternatives investment strategies for institutional and individual investors through investment advisory accounts, public and private open- and closed-end commingled investment vehicles, and wrap fee accounts sponsored by others. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Chief Executive Officer | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Corporate Officer/Principal Director/Board Member Private Equity Investor | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Tcw LLC
 Tcw LLC Investment ManagersFinance TCW LLC provides investment advice. The private company is based in Lincoln. The CEO of the American company is David Brian Lippman. | Investment Managers | Chief Executive Officer Chief Operating Officer General Counsel | |
TCW Star Direct Lending LLC
 TCW Star Direct Lending LLC Financial ConglomeratesFinance TCW Star Direct Lending LLC provides investment and management services. The private company is based in Boston, MA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
IndexIQ Active ETF Trust
 IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
Metropolitan West Asset Management LLC
 Metropolitan West Asset Management LLC Investment ManagersFinance Metropolitan West Asset Management LLC (MWAM) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 by Tad Rivelle, Laird Landmann and Stephen Kane. They are wholly-owned by TCW Asset Management Co. LLC, which in turn is a wholly-owned subsidiary of The TCW Group, Inc. MWAM offers fixed income portfolio management services to institutional investors, as well as individual investors through the Metropolitan West Funds. | Investment Managers | Founder Chief Executive Officer | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Corporate Officer/Principal President | |
| IndexIQ Trust | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Hofstra University | College/University | Masters Business Admin Graduate Degree | |
| TCW Direct Lending VIII LLC | Director/Board Member Director/Board Member | ||
| The Wharton School of the University of Pennsylvania | College/University | Graduate Degree Masters Business Admin | |
| WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| WESTERN ASSET INFLATION-LINKED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| WESTERN ASSET PREMIER BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Sports Loyalty Card Ltd.
 Sports Loyalty Card Ltd. Information Technology ServicesTechnology Services Sports Loyalty Card Ltd. engages in the provision of loyalty points through card linked purchases. It offers services to the financial institutions on cash back. The company was founded by Gavin Alexander Dein in 2001 and is headquartered in London, the United Kingdom. | Information Technology Services | Director/Board Member | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer | |
| Providence College | College/University | Undergraduate Degree | |
State Street Global Advisors AG
 State Street Global Advisors AG Investment ManagersFinance State Street Global Advisors AG provides investment advisory services. Its products include active equity, alternatives, cash funds and solutions, indexing, multi-asset, SPDR ETFs and smart beta. The company was founded by Scott F. Powers in 1978 and is headquartered in Zurich, Switzerland. | Investment Managers | Chief Executive Officer |
Statistieken
Internationaal
| Verenigde Staten | 40 |
| Verenigde Arabische Emiraten | 2 |
| Nederland | 2 |
| Verenigd Koninkrijk | 2 |
| Zwitserland | 2 |
Sectoraal
| Finance | 15 |
| Miscellaneous | 14 |
| Consumer Services | 8 |
| Commercial Services | 6 |
| Health Technology | 2 |
Operationeel
| Director/Board Member | 218 |
| Corporate Officer/Principal | 96 |
| President | 52 |
| Chief Executive Officer | 48 |
| Independent Dir/Board Member | 46 |
Sterkste connecties
| Insiders | |
|---|---|
| Peter B. McMillan | 35 |
| Jess Ravich | 31 |
| Patrick Haden | 24 |
| Richard M. Goldman | 23 |
| Yie-Hsin Hung | 22 |
| Brian Scullin | 19 |
| Chris Blunt | 18 |
| Jacques Perold | 18 |
| Meredith Jackson | 17 |
| David Lippman | 16 |
| Alex Matturri | 15 |
| Juwen Gao | 15 |
| Kirk Lehneis | 13 |
| Susan Kerley | 13 |
| Laird Landmann | 13 |
- Beurs
- Insiders
- Jeffrey A. Engelsman
- Bedrijfsconnecties
