Ted Lucas
Oprichter bij Lattice Strategies LLC
Oorsprong van het eerstegraads netwerk van Ted Lucas
Entiteit | Type entiteit | Industrie | |
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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
8
| Umbrella Fund | Financial Conglomerates | 8 |
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).
5
| Subsidiary | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Ted Lucas via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
Talcott Resolution Life Insurance Co.
Talcott Resolution Life Insurance Co. Investment ManagersFinance Talcott Resolution Life Insurance Co. is an insurance management firm headquartered in Hartford, Connecticut. The firm was founded in 1902 and is a subsidiary of TR Re Ltd., which is ultimately owned by TAO Insurance Holdings LLC. They engage in the provision of property and casualty insurance, group benefits, and mutual funds to individual and business customers. | Investment Managers | Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
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 Director/Board Member | |
JANUS CAPITAL GROUP INC | Investment Managers | Sales & Marketing | |
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 | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Treasurer President Director/Board Member Director/Board Member | |
Hartford Funds Management Group, Inc.
Hartford Funds Management Group, Inc. Investment ManagersFinance Part of The Hartford Financial Services Group, Inc., Hartford Funds Management Group, Inc. is a leading asset manager based in Wayne, PA. The firm's product line-up includes more than 50 mutual funds and ETFs in a variety of styles and asset classes, sub-advised by management or Schroder Investment Management North America Inc. The strategic beta ETFs offered by the company are designed to help address investors' evolving needs by leveraging a unique risk-optimized approach. As of June 30, 2023, Hartford Funds Management Group's investment advisory business had approximately $129.90 billion in discretionary and non-discretionary assets under management. Founded in 1996, the company provides mutual funds, ETFs, and 529 college savings plans, using a human-centric investing approach to address the needs and wants of investors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Secretary | |
Hartford Funds Master Fund
Hartford Funds Master Fund Financial ConglomeratesFinance Hartford Funds Master Fund is an open end investment company. Its objective is to invest in equity securities of issuers located throughout the world, including non-dollar securities and securities of emerging market issuers. The company was founded on October 25, 2016 and is headquartered in Radnor, PA. | Financial Conglomerates | Corporate Secretary Compliance Officer General Counsel | |
Hartford Funds Nextshares Trust
Hartford Funds Nextshares Trust Finance/Rental/LeasingFinance Hartford Funds Nextshares Trust operates as closed-end investment fund/investment trust. Its investment objective is to seek long-term capital appreciation. The company is headquartered in Radnor, PA. | Finance/Rental/Leasing | Corporate Secretary Compliance Officer General Counsel | |
Hartford Administrative Services Co. | Corporate Officer/Principal General Counsel | ||
Hartford Funds Distributors LLC
Hartford Funds Distributors LLC Financial ConglomeratesFinance Hartford Funds Distributors LLC is a company that distributes mutual funds. The company is based in Radnor, PA. | Financial Conglomerates | Corporate Officer/Principal General Counsel | |
University of San Francisco | College/University | Corporate Officer/Principal Undergraduate Degree | |
Hartford Investment Financial Services LLC
Hartford Investment Financial Services LLC Financial ConglomeratesFinance Part of The Hartford Financial Services Group, Inc., Hartford Investment Financial Services LLC provides fund management services. The company is based in Simsbury, CT. The CEOs of the company are Robert Michael Arena, James Edward Davey. | Financial Conglomerates | Corporate Officer/Principal | |
Clark University | College/University | Undergraduate Degree | |
Bentley University | College/University | Graduate Degree | |
Touchstone Investments LP
Touchstone Investments LP Financial ConglomeratesFinance Touchstone Investments LP provides funds distribution services. The private company is based in Cincinnati, OH and has subsidiaries in the United States. | Financial Conglomerates | Corporate Officer/Principal | |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Regional Banks | Corporate Officer/Principal | |
Kohlberg Kravis Roberts & Co. LP
Kohlberg Kravis Roberts & Co. LP Investment ManagersFinance Kohlberg Kravis Roberts & Co. LP (KKR) is a private equity subsidiary of KKR & Co. Inc founded in 1976 by Henry Kravis, George Roberts and Jerome Kohlberg. The firm is headquartered in New York. | Investment Managers | 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 | Corporate Officer/Principal | |
Rensselaer Polytechnic Institute | College/University | Graduate Degree | |
Auburn University | College/University | Masters Business Admin | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
Western & Southern Financial Group, Inc.
Western & Southern Financial Group, Inc. Investment ManagersFinance Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Investment Managers | Compliance Officer | |
CamberView Partners LLC
CamberView Partners LLC Investment ManagersFinance CamberView Partners LLC provides independent and investor-focused advisory services. It offers corporate governance, proxy season strategies, shareholder engagement and contested merger and acquisition advisory services. The firm advises clients on investor engagement strategies to secure their objectives in proxy fights, hostile takeovers, and other high-stakes votes. The company was founded by Frank D. Yeary and Abe M. Friedman in 2012 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Ironwood Institutional Multi-Strategy Fund LLC
Ironwood Institutional Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Ironwood Institutional Multi-Strategy Fund LLC is a closed-end management investment trust. The funds investment objective is to achieve capital appreciation while limiting the variability of returns. It invests substantially all of its investable assets in underlying funds. The company was founded on August 25, 2010 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Ironwood Multi-Strategy Fund LLC
Ironwood Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Ironwood Multi Strategy Fund LLC is a closed-end, non-diversified investment trust. Its investment objective is to generate attractive, low-volatility returns in a consistent and repeatable manner with limited dependence on broader debt and equity markets. The company was founded on August 25, 2010 and is headquartered in San Francisco, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Think Elevation Capital Growth Opportunities
Think Elevation Capital Growth Opportunities Financial ConglomeratesFinance Think Elevation Capital Growth Opportunities is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 24, 2021 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member | |
National Health Service
National Health Service Internet Software/ServicesTechnology Services National Health Service provides health care services. It offers hospital services, family doctors, dentists, opticians and pharmacists and local authority health services, community nursing and health care services. The company was founded by Aneurin Bevan on July 5, 1948 and is headquartered in London, the United Kingdom. | Internet Software/Services | Corporate Officer/Principal | |
THE MINT CORPORATION | Finance/Rental/Leasing | Director/Board Member | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Vident Investment Advisory LLC
Vident Investment Advisory LLC Investment ManagersFinance Vident Investment Advisory LLC (VIA) is an investment advisory firm headquartered in Alpharetta, Georgia. The firm was founded by Nicholas Stonestreet and Denise M. Krisko in 2014. They are a wholly owned subsidiary of Vident Financial LLC, which is owned by Vident Investors’ Oversight Trust. VIA primarily provides investment sub-advisory services to ETFs, UCITS, and private funds. | Investment Managers | Chief Investment Officer | |
University of Pittsburgh | College/University | Graduate Degree | |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Corporate Officer/Principal | |
Allianz Global Investors U.S. LLC
Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Corporate Officer/Principal | |
University of Mumbai | College/University | Undergraduate Degree | |
Arrowmark Partners
Arrowmark Partners Investment ManagersFinance Arrowmark Partners (Arrowmark Partners) is a private equity firm, a subsidiary of Arrowmark Colorado Holdings LLC founded in 2007 by Karen Reidy. The firm is headquartered in Denver, Colorado. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
Verenigde Staten | 42 |
Verenigd Koninkrijk | 2 |
Canada | 2 |
India | 2 |
Sectoraal
Finance | 27 |
Consumer Services | 9 |
Miscellaneous | 6 |
Commercial Services | 3 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 32 |
Director/Board Member | 22 |
Independent Dir/Board Member | 12 |
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 7 |
Sterkste connecties
Insiders | |
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David Sung | 13 |
Robin Beery | 11 |
R. Jeremy Stone | 11 |
Shirish Malekar | 10 |
Joe Melcher | 10 |
William W. Hoyt | 9 |
Albert Y. Lee | 8 |
Alice A. Pellegrino | 7 |
Mauricio Fernando Cevallos | 6 |
Naozer Dadachanji | 6 |
Walter F. Garger | 6 |
Stella Choi | 4 |
Darek Wojnar | 3 |