Rosanne Gatta
Directeur/Bestuurslid bij Board Liaison Associate, Inc.
Oorsprong van het eerstegraads netwerk van Rosanne Gatta
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
14
| Subsidiary | Investment Managers | 14 |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance First Trust Global Equity Dividend Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 12, 2011 and is headquartered in Wheaton, IL.
13
| Private Company | Investment Managers | 13 |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL
13
| Private Company | Investment Managers | 13 |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL.
13
| Private Company | Investment Managers | 13 |
First Trust Strategic High Income Fund III
 First Trust Strategic High Income Fund III Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund III is a diversified, closed-end management investment company. The fund's primary investment objective is to seek a high level of current income. The fund seeks capital growth as a secondary objective. The fund seeks to achieve its investment objectives by investing in a diversified portfolio of investment grade and investment grade debt securities, and equity securities, which offer attractive yield and/or capital appreciation potential. The Fund may invest up to 100% of its managed assets in investment grade debt securities commonly referred to as high-yield or junk bonds. The company was founded on November 14, 2006 and is headquartered in Wheaton, IL.
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
First Trust Strategic High Income Fund
 First Trust Strategic High Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Strategic High Income Fund is a diversified, closed-end management investment company. The fund's primary investment objective is to seek a high level of current income. The fund seeks capital growth as a secondary objective. The fund will seek to achieve its investment objectives by investing in a diversified portfolio of below-investment grade and investment grade debt securities, and equity securities that the investment sub-advisor believes offer attractive yield and capital appreciation potential. The company was founded on July 26, 2005 and is headquartered in Wheaton, IL
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rosanne Gatta via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors. | Investment Managers | General Counsel Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Investment Committee Member | |
BlackRock Funds III
 BlackRock Funds III Investment Trusts/Mutual FundsMiscellaneous BlackRock Funds III is an open-end management investment company, which engages in the provision of investment activities. The company is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
DuPont Capital Management Corp.
 DuPont Capital Management Corp. Investment ManagersFinance DuPont Capital Management Corp. (DuPont Capital) is a SEC-registered investment advisor and pension fund manager headquartered in Wilmington, Delaware. The firm was founded in 1975 and is a wholly owned subsidiary of DuPont de Nemours, Inc. (NYSE: DD). DuPont Capital offers investment management services primarily to institutional investors. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Public Communications Contact Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director of Finance/CFO Chairman Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
BondWave LLC
 BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | Investment Managers | General Counsel Director of Finance/CFO Director of Finance/CFO Chairman | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Corporate Secretary Director of Finance/CFO Chairman | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal | |
| BLACKROCK SCIENCE AND TECHNOLOGY TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Banks/Brokers | General Counsel Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Chief Executive Officer Corporate Officer/Principal | |
| Drexel University | College/University | Graduate Degree Masters Business Admin | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chief Executive Officer Chairman | |
First Trust Exchange-Traded Fund VIII
 First Trust Exchange-Traded Fund VIII Investment Trusts/Mutual FundsMiscellaneous First Trust Exchange Traded Fund Viii operates as a exchange traded fund. The company is headquartered in Wheaton, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman | |
Blackrock Collateral Trust
 Blackrock Collateral Trust Investment ManagersFinance Blackrock Collateral Trust is organized as a Delaware statutory trust. Its investment objective is to seek to provide a level of current income as is consistent with liquidity and minimum volatility of principal. The Trust is headquartered in Wilmington, DE. | Investment Managers | Director of Finance/CFO | |
| BLACKROCK 2022 GLOBAL INCOME OPPORTUNITY TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Blackrock Multi-Sector Opportunities Trust II
 Blackrock Multi-Sector Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Blackrock Multi-Sector Opportunities Trust II is a closed-end investment fund. It engages in investment activities. It provides total return, invests its total assets in fixed income securities, and other financial instruments that pay periodic income. The company was founded on May 11, 2018 and is headquartered in Wilmington, DE. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
BlackRock ETF Trust
 BlackRock ETF Trust BlackRock ETF Trust operates as an open-end management investment company, which is authorized to have multiple series or portfolios. The company was founded on October 31, 2018 and is headquartered in Wilmington, DE. | Director of Finance/CFO | ||
| BLACKROCK SCIENCE AND TECHNOLOGY TERM TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| BLACKROCK HEALTH SCIENCES TERM TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Financial Conglomerates | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal | |
| BLACKROCK CAPITAL ALLOCATION TERM TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Canada | 2 |
Sectoraal
| Miscellaneous | 38 |
| Finance | 10 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Operationeel
| Director of Finance/CFO | 200 |
| Corporate Officer/Principal | 169 |
| Director/Board Member | 150 |
| Independent Dir/Board Member | 107 |
| Corporate Secretary | 76 |
Sterkste connecties
| Insiders | |
|---|---|
| Neal J. Andrews | 149 |
| Niel Nielson | 54 |
| James Dykas | 44 |
| Thomas Kadlec | 40 |
| James Bowen | 38 |
| Robert Keith | 34 |
| Richard Erickson | 34 |
| William Jardine | 33 |
| Kristi Maher | 31 |
| Daniel Lindquist | 31 |
| Megan Kennedy | 27 |
| Mark Raymond Bradley | 26 |
| Coleen D. Lynch | 21 |
| Chris R. Fallow | 20 |
| Erin E. Chapman | 19 |
- Beurs
- Insiders
- Rosanne Gatta
- Bedrijfsconnecties