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Terrance O'Brien
Analyst-Fixed Income chez Macquarie Investment Management Business Trust
Provenance du réseau au premier degré de Terrance O'Brien
Entité | Type d'entité | Industrie | |
---|---|---|---|
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.
278
| Subsidiary | Investment Managers | 278 |
Delaware Wilshire Private Markets Master Fund
![]() Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
53
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 53 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Terrance O'Brien via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments Head-Equity Investments | |
SEI INVESTMENTS COMPANY | Investment Managers | Director/Board Member Corporate Officer/Principal Comptroller/Controller/Auditor | |
ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Chief Executive Officer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal President Director/Board Member Chief Operating Officer | |
Chartwell Investment Partners LLC
![]() Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Merrill Lynch Investment Managers LP
![]() Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member | ||
Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
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 Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
40/86 Advisors, Inc.
![]() 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Western Asset Management Co. LLC
![]() Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Fixed Income | |
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 Analyst-Equity | |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Comptroller/Controller/Auditor | |
LaSalle University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Delaware Wilshire Private Markets Fund
![]() Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member President Director of Finance/CFO | |
Macquarie Management Holdings, Inc.
![]() Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Director of Finance/CFO President President Corporate Officer/Principal Chief Investment Officer | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Lehigh University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
University of Illinois | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Federated Investment Management Co.
![]() Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
Shanghai Jiao Tong University | College/University | Doctorate Degree Undergraduate Degree | |
First Eagle Private Credit Fund
![]() First Eagle Private Credit Fund Investment ManagersFinance First Eagle Private Credit Fund invests in lower middle market companies located in the US with EBITDA of USD 5 to 50 million and enterprise value USD 25 to 125 million. The fund focuses on companies operating in the fields of business & financial, consumer, healthcare, media, information services & technology sectors. It provides financing in the form of debt capital for acquisition, refinancing and recapitalization. It also makes direct equity co-investments. | Investment Managers | Director/Board Member Director/Board Member | |
Princeton University | College/University | Doctorate Degree Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 49 |
Chine | 2 |
Sectorielle
Finance | 21 |
Miscellaneous | 16 |
Consumer Services | 13 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 163 |
Director/Board Member | 87 |
Undergraduate Degree | 86 |
Portfolio Manager-Equities | 85 |
Analyst-Equity | 65 |
Relations les plus connectées
Insiders | |
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William Doran | 36 |
Patrick P. Coyne | 30 |
Shawn Lytle | 23 |
Roger Allen Early | 18 |
Randall S. Yanker | 18 |
Thomas Lemke | 16 |
Richard Salus | 16 |
Daniel Geatens | 13 |
Joseph J. Devine | 10 |
Chris Gowlland | 9 |
Vivek Bommi | 9 |
Charles John | 9 |
Steve Czepiel | 9 |
Kim Scott | 8 |
Alexander Kozhemiakin | 8 |
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