William Jardine
Public Communications Contact chez FIRST TRUST ENHANCED EQUITY INCOME FUND
Provenance du réseau au premier degré de William Jardine
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 16 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
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 |
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 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 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 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 | |
First Trust/Four Corners Senior Floating Rate Income Fund II
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| Extinct | Investment Trusts/Mutual Funds | 12 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 | |
First Trust/Four Corners Senior Floating Rate Income Fund
 First Trust/Four Corners Senior Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous First Trust/Four Corners Senior Floating Rate Income Fund is a diversified, closed-end management investment company. The company's investment objectives include: seek a high level of current income and preserve capital. The company was founded on May 13, 2003 and is headquartered in Wheaton, IL.
11
| Extinct | Investment Trusts/Mutual Funds | 11 |
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.
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| Private Company | Financial Conglomerates | 11 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
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.
9
| Private Company | Investment Managers | 9 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 9 | |
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.
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
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.
8
| Subsidiary | Investment Banks/Brokers | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à William Jardine via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| STREAMLINE HEALTH SOLUTIONS, INC. | Information Technology Services | Director/Board Member | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Investment Committee Member Analyst-Equity Investment Committee Member Investment Committee Member | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
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 | |
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 | Director of Finance/CFO Chairman | |
| First Trust Exchange-Traded Fund II | Investment Trusts/Mutual Funds | President Director/Board Member | |
DPC DATA, Inc.
 DPC DATA, Inc. Information Technology ServicesTechnology Services DPC DATA, Inc. provides securities-related data products and services to financial institutions and information intermediaries. The company offers information on municipal securities, official statements, escrow documents, document amendments, financial statements, continuing disclosure reports, and material event notices. It also provides data, document, and electronic document delivery services. The company was founded by Peter J. Schmitt in 1992 and is headquartered in Fort Lee, NJ. | Information Technology Services | President Chief Operating Officer | |
ServiceMaster Consumer Services LP
 ServiceMaster Consumer Services LP Miscellaneous Commercial ServicesCommercial Services ServiceMaster Consumer Services LP provides building maintenance, disinfecting and pest control services. Its services include carpet cleaning, disaster recovery, furniture refinishing, and upholstery cleaning. The company was founded on July 15, 1992 and is headquartered in Memphis, TN. | Miscellaneous Commercial Services | President | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Vivify Health, Inc.
 Vivify Health, Inc. Packaged SoftwareTechnology Services Vivify Health, Inc. engages in the provision of cloud based platform that manages patients in a post-acute setting. Its solutions include care transition; chronic care management; chronic disease; consumer engagement; continual care; and government reimbursement. The company was founded by Eric L. Rock in 2009 and is headquartered in Plano, TX. | Packaged Software | Director/Board Member | |
Conversio Health LLC
 Conversio Health LLC Medical DistributorsDistribution Services Conversio Health LLC provides integrated care management services focused on treating patients with complex, chronic respiratory conditions. Its services include care coordination, medication adherence, diabetic testing and other medical supplies services. The company was founded in 2012 and is headquartered in The Woodlands, TX. | Medical Distributors | Director/Board Member | |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Capital Access International
 Capital Access International Internet Software/ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Capital Access International is a company that provides institutional fixed income data, including profiles of firms and their bond holdings. The company is based in Morristown, NJ. Capital Access International was acquired by Lipper & Co., Inc. on December 02, 2002 for $6.35 million. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Clark University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
| Baruch College | College/University | Masters Business Admin | |
Healthcare Growth Partners LLC
 Healthcare Growth Partners LLC Investment ManagersFinance Healthcare Growth Partners LLC provides strategic consulting and investment banking services. It offers strategic advisory services, buy-side advisory, sell-side advisory, capital advisory services, and valuations. The company was founded by Jonathan Phillips in 2005 and is headquartered in Elmhurst, IL. | Investment Managers | Founder | |
Trust Co. of Illinois
 Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Mina Capital Management LLC | Chief Operating Officer Corporate Officer/Principal | ||
The Charger Corp.
 The Charger Corp. Financial ConglomeratesFinance The Charger Corp. operates as an investment holding company. The company is headquartered in Wheaton, IL. | Financial Conglomerates | President | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Ray Graham Association
 Ray Graham Association Medical/Nursing ServicesHealth Services Ray Graham Association provides a range of services including residential, life skills, employment, recreational and family support services. The non-profit company is based in Lisle, IL. | Medical/Nursing Services | Director/Board Member | |
| Kickoff for Kids | Director/Board Member | ||
PeopleStrategy, Inc.
 PeopleStrategy, Inc. Packaged SoftwareTechnology Services PeopleStrategy, Inc. provides human capital management solutions. It offers payroll processing, retirement planning, and managed services. The company was founded by Randy Cooper in 2002 and is headquartered in Edison, NJ. | Packaged Software | Director/Board Member Director/Board Member | |
FT Portfolios Canada Co.
 FT Portfolios Canada Co. Investment ManagersFinance FT Portfolios Canada Co. provides portfolio management services. It launches and manages equity mutual funds. The company was founded in 1996 and is headquartered in Toronto, Canada. | Investment Managers | Director/Board Member | |
Cordata Healthcare Innovations, Inc.
 Cordata Healthcare Innovations, Inc. Packaged SoftwareTechnology Services Cordata Healthcare Innovations LLC provides healthcare technology solutions. It offers spine and oncology solutions. The firm also offers nurse navigation, spine center, breast center, oncology, neurosurgery, orthopedic surgery, software development services. The company was founded by Gary M. Winzenread in 2014 and is headquartered in Cincinnati, OH. | Packaged Software | Chairman | |
Old Mutual Macro Liquid Fund
 Old Mutual Macro Liquid Fund Financial ConglomeratesFinance Old Mutual Macro Liquid Fund operates as a pooled investment fund. The company is headquartered in Dublin, Ireland. | Financial Conglomerates | Director/Board Member | |
| Senior Helpers, Inc. | Director/Board Member | ||
| Advocate Hospice, Inc. | Chairman | ||
| Advocate Physician Partners Accountable Care, Inc. | Director/Board Member | ||
| Aurora Home, Inc. | Chairman |
Statistiques
Internationale
| Etats-Unis | 48 |
| Canada | 3 |
| Irlande | 2 |
Sectorielle
| Finance | 14 |
| Miscellaneous | 14 |
| Technology Services | 7 |
| Consumer Services | 6 |
| Commercial Services | 4 |
Opérationnelle
| Director/Board Member | 204 |
| Corporate Officer/Principal | 203 |
| Independent Dir/Board Member | 115 |
| President | 67 |
| Director of Finance/CFO | 67 |
Relations les plus connectées
| Insiders | |
|---|---|
| Niel Nielson | 54 |
| James Dykas | 44 |
| Thomas Kadlec | 40 |
| James Bowen | 38 |
| Robert Keith | 34 |
| Richard Erickson | 34 |
| Donald P. Swade | 33 |
| Kristi Maher | 31 |
| Daniel Lindquist | 31 |
| Denise Keefe | 29 |
| Mark Raymond Bradley | 26 |
| Jonathan Phillips | 25 |
| Coleen D. Lynch | 21 |
| Chris R. Fallow | 20 |
| Erin E. Chapman | 19 |
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