Heath B. McLendon
Directeur/Membre du Conseil chez Stone Harbor Investment Funds
Provenance du réseau au premier degré de Heath B. McLendon
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 37 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 30 | |
Stone Harbor Investment Funds
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Heath B. McLendon via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| Merger Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
| RidgeWorth Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Chief Executive Officer Chief Investment Officer General Counsel | |
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 Corporate Officer/Principal Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Compliance Officer | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Secretary Corporate Officer/Principal | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
Stone Harbor Worldwide Corporate Income Fund
 Stone Harbor Worldwide Corporate Income Fund Investment Trusts/Mutual FundsMiscellaneous Stone Harbor Worldwide Corporate Income Fund is a non-diversified, closed-end management investment company. The fund's investment objectives are to provide maximize total return, which consists of income on its investments and capital appreciation. It invests in a portfolio of corporate debt obligations and other corporate-related income-producing investments, which include bonds, loans, debentures, notes, convertible securities, preferred shares, warrants, and commercial papers. The company was founded on January 21, 2011 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Compliance Officer Chief Executive Officer | |
| PIMCO DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
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 | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
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 | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Corporate Officer/Principal Corporate Secretary Masters Business Admin | |
| Stanford University | College/University | Director/Board Member Undergraduate Degree | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Pace University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member Chief Executive Officer Corporate Officer/Principal Chairman Compliance Officer General Counsel Corporate Officer/Principal Chief Operating Officer Corporate Officer/Principal | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Compliance Officer | |
| VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Virtus ETF Trust II | Chairman Compliance Officer Corporate Officer/Principal | ||
| Virtus Global Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | President Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Compliance Officer | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
| Virtus Allianzgi Closed-End Funds | Chief Executive Officer Director/Board Member Director/Board Member | ||
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
Virtus International Management LLP
 Virtus International Management LLP Investment ManagersFinance Virtus International Management LLP (VIM) is a specialty fixed-income investment management firm headquartered in London, UK. The firm is a subsidiary of Virtus International Services Ltd., ultimately owned by Virtus Investment Partners, Inc. (NYSE: VRTS) in the US. Formerly known as Stone Harbor Investment Partners (UK) LLP, VIM manages assets for institutional clients globally. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income |
Statistiques
Internationale
| Etats-Unis | 48 |
| Irlande | 2 |
| Maroc | 2 |
| Royaume-Uni | 2 |
Sectorielle
| Miscellaneous | 34 |
| Finance | 11 |
| Consumer Services | 5 |
| Commercial Services | 2 |
Opérationnelle
| Director/Board Member | 407 |
| Corporate Officer/Principal | 181 |
| Independent Dir/Board Member | 156 |
| President | 149 |
| Chairman | 60 |
Relations les plus connectées
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Deborah DeCotis | 72 |
| Sarah Cogan | 53 |
| George Aylward | 49 |
| Philip McLoughlin | 46 |
| R. Walton | 42 |
| F. Drummond | 32 |
| William Patrick Bradley | 31 |
| Brian Zino | 30 |
| Sidney Harris | 28 |
| Nancy Engberg | 26 |
| Jennifer S. Fromm | 26 |
| Richard Smirl | 25 |
| Geraldine McNamara | 24 |
| Connie McDaniel | 20 |
- Bourse
- Insiders
- Heath B. McLendon
- Connexions Sociétés
