Robin Beery
Directeur/Membre du Conseil chez UMB FINANCIAL CORPORATION
Fortune : 558 765 $ au 30/04/2024
Provenance du réseau au premier degré de Robin Beery
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
| Subsidiary | Investment Managers | 71 | |
| Public Company | Major Banks | 40 | |
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.
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
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.
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
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 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Robin Beery via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Comptroller/Controller/Auditor President Chairman Chief Investment Officer President Head-Fixed Income Invts Chief Executive Officer Corporate Officer/Principal Analyst-Fixed Income Portfolio Manager-Equities General Counsel Compliance Officer | |
| NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Treasurer | |
| NUVEEN CALIFORNIA SELECT TAX-FREE INCOME PORTFOLIO | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Treasurer | |
| NUVEEN SELECT MATURITIES MUNICIPAL FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Treasurer | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal | |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
| NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Treasurer | |
| Hartford Administrative Services Co. | Chairman Corporate Officer/Principal General Counsel | ||
UMB Bank, NA
 UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Major Banks | Director/Board Member Chairman Director/Board Member Chief Executive Officer Corporate Officer/Principal General Counsel Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal General Counsel Chief Executive Officer | |
| NUVEEN REAL ASSET INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Comptroller/Controller/Auditor Corporate Officer/Principal | |
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 | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Corporate Secretary Compliance Officer Director/Board Member General Counsel | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Iowa State University | College/University | Undergraduate Degree Undergraduate Degree | |
MRIGlobal
 MRIGlobal Miscellaneous Commercial ServicesCommercial Services MRIGlobal operates research and development organizations. The firm's programs include environmental research, health, pharmaceutical product development, agriculture & food safety, and national security, defense & energy. The company was founded in 1944 and headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
J.E. Dunn Construction Group, Inc.
 J.E. Dunn Construction Group, Inc. HomebuildingConsumer Durables J.E. Dunn Construction Group, Inc. provides construction services. It offers healthcare facilities, commercial offices, cultural and religious centers, data centers, hotels, educational buildings, correctional facilities, military and government properties, science and technology, and sports and entertainment facilities. The company was founded by John Ernest Dunn in 1924 and is headquartered in Kansas City, MO. | Homebuilding | Director/Board Member Chief Executive Officer Chief Executive Officer | |
| Georgetown University | College/University | Undergraduate Degree Director/Board Member Chief Investment Officer | |
The Civic Council of Greater Kansas City
 The Civic Council of Greater Kansas City Investment Trusts/Mutual FundsMiscellaneous The Civic Council of Greater Kansas City operates as a non-profit organization for private employers. It focuses on the support of members. The company is headquartered in Kansas City, MO. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Director/Board Member Director/Board Member | |
The Greater Kansas City Chamber of Commerce
 The Greater Kansas City Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Greater Kansas City Chamber of Commerce is a chamber of commerce based in Kansas City, MO. The CEO of the non-profit company is Terry D. Bassham. | Miscellaneous Commercial Services | Director/Board Member Chairman Director/Board Member Chairman Director/Board Member | |
Denver Metro Chamber of Commerce
 Denver Metro Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Denver Metro Chamber of Commerce offers a Chamber Welcome Series to help members make the most of their membership. The Chamber is based in Denver, CO and is a leading business voice in the area. Members can participate in an in-depth look at the Chamber's offerings alongside a cohort of other members. The Chamber also hosts a quarterly All-Programs Mixer, a happy hour event for members in one or more of the Chamber's engagement programs. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
United Way of Greater Kansas City, Inc.
 United Way of Greater Kansas City, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Greater Kansas City, Inc. provides education, health, and social services. It specializes in child care, academic assistance, and family support. The company was founded in 1918 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
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). | Investment Managers | Director/Board Member Founder Chief Operating Officer | |
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 | President Corporate Officer/Principal Corporate Officer/Principal Corporate Secretary | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | President Chief Executive Officer Director of Finance/CFO | |
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 | Chairman Corporate Officer/Principal General Counsel | |
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 | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Corporate Secretary Compliance Officer Director/Board Member General Counsel | |
| JANUS HENDERSON GROUP PLC | Investment Managers | Director/Board Member Chief Investment Officer Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Comptroller/Controller/Auditor Director of Finance/CFO |
Statistiques
Internationale
| Etats-Unis | 50 |
| Royaume-Uni | 2 |
Sectorielle
| Miscellaneous | 25 |
| Finance | 12 |
| Consumer Services | 10 |
| Commercial Services | 5 |
| Consumer Durables | 2 |
Opérationnelle
| Director/Board Member | 349 |
| Corporate Officer/Principal | 192 |
| Comptroller/Controller/Auditor | 175 |
| Treasurer | 156 |
| Independent Dir/Board Member | 79 |
Relations les plus connectées
| Insiders | |
|---|---|
| Stephen D. Foy | 170 |
| Scott S. Grace | 142 |
| Warner Baxter | 39 |
| Peter deSilva | 30 |
| Leroy Williams | 28 |
| J. Kemper | 26 |
| Dylan Taylor | 21 |
| J. Richard Fredericks | 21 |
| Kevin Gallagher | 21 |
| John H. Bluher | 20 |
| Mike Hagedorn | 19 |
| Glenn S. Schafer | 19 |
| Eugene Flood | 18 |
| Bruce L. Koepfgen | 18 |
| Heidi Hardin | 17 |
- Bourse
- Insiders
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