Charles Leone
Director/Board Member at MILLER/HOWARD HIGH INCOME EQUITY FUND
Network origin in Charles Leone first degree
Entity | Entity type | Industry | |
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Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
Oribel Capital Management LP
Oribel Capital Management LP Investment ManagersFinance Oribel Capital Management LP (Oribel) is an independent registered hedge fund manager headquartered in New York City. The firm was founded in 2015 by Adam Brenner, Greg Brenner and Mikal Patel. Oribel provides investment advisory services to pooled investment vehicles, certain sub-advised private funds and separately managed accounts intended for investment by sophisticated investors and institutional investors on a discretionary basis.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charles Leone via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Angelo, Gordon & Co. LP
Angelo, Gordon & Co. LP Investment ManagersFinance Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals. | Investment Managers | Portfolio Manager-Equities | |
ASA GOLD AND PRECIOUS METALS LIMITED | Investment Trusts/Mutual Funds | Director/Board Member | |
SABA CAPITAL INCOME & OPPORTUNITIES FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
Value Line Core Bond Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
Value Line Asset Allocation Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
Value Line Small Cap Opportunities Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
Value Line Tax Exempt Fund, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
Iron Mountain Information Management, Inc.
Iron Mountain Information Management, Inc. Other TransportationTransportation Iron Mountain Information Management, Inc. operates as a storage and information management company. The company was founded in 1951 and is headquartered in Boston, MA. | Other Transportation | Comptroller/Controller/Auditor | |
DEUTSCHE BANK AG | Regional Banks | Corporate Officer/Principal | |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Investment Managers | General Counsel | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
NWQ Investment Management Co. LLC
NWQ Investment Management Co. LLC Investment ManagersFinance NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds. | Investment Managers | General Counsel | |
Miller/Howard Investments, Inc.
Miller/Howard Investments, Inc. Investment ManagersFinance Miller/Howard Investments, Inc. (Miller/Howard) is an employee-owned, SEC-registered investment advisor headquartered in Kingston, New York. Founded in 1984, Miller/Howard manages portfolios for a range of investors, from high-net-worth individuals to large institutions. | Investment Managers | President Chief Investment Officer Compliance Officer | |
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 | |
Thunderbird School of Global Management | College/University | Graduate Degree | |
NorthEnd Income Property Trust, Inc.
NorthEnd Income Property Trust, Inc. Real Estate Investment TrustsFinance NorthEnd Income Property Trust, Inc. manages real estate and related assets. It is a real estate investment trust investing in undeveloped and underdeveloped real estate assets and preparing them for development. The company was founded on August 19, 2008 and is headquartered in New York, NY | Real Estate Investment Trusts | Director of Finance/CFO | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
Leeb Capital Management, Inc.
Leeb Capital Management, Inc. Investment ManagersFinance Leeb Capital Management, Inc. (LCM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Stephen Leeb in 1984 and formerly known as Money Growth Institute, Inc. LCM provides quality investment management services to individuals and institutions. | Investment Managers | Chief Investment Officer | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree | |
Hamilton College (New York) | College/University | 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 | |
The Depository Trust & Clearing Corp.
The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP Miscellaneous Commercial ServicesCommercial Services Willkie Farr & Gallagher LLP engages in the provision of legal services. It specializes in antitrust and competition, asset management, business reorganization and restructuring, communications and media, corporate and financial services, cybersecurity and privacy, energy, and executive compensation and employee benefits practice areas. The company was founded in 1888 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Besicorp Holdings Ltd.
Besicorp Holdings Ltd. Financial ConglomeratesFinance Besicorp Holdings Ltd. is an investor group led by CEO and President Michael Zinn. The private company is based in Kingston, NY. | Financial Conglomerates | Director of Finance/CFO | |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Emory University | College/University | Undergraduate Degree | |
Bates College | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Doctorate Degree | |
Iona College | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree | |
SunWize Technologies, Inc.
SunWize Technologies, Inc. Electric UtilitiesUtilities SunWize Technologies, Inc. develops, manufactures, and distributes solar energy products and photovoltaic systems. It offers industrial products, which include solar power stations, power ready systems, site built solar systems, solar lighting systems, power online systems, RV solar power systems, specialty solar modules, and power ready specifies. The company was founded in 1993 and is headquartered in San Jose, CA. | Electric Utilities | Comptroller/Controller/Auditor | |
Saba Capital Management LP
Saba Capital Management LP Investment ManagersFinance Saba Capital Management LP (Saba) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2009 by Boaz Weinstein and Jeremy Benkiewicz. They are a spin-out of one of the substantial proprietary groups in the industry, Saba Principal Strategies, founded by Boaz Weinstein at Deutsche Bank in 1998. Saba manages four core strategies: Credit Relative Value, Tail Hedge, SPACs and Closed-End Funds. Their investors are predominately institutions and include corporate pensions, public pensions, foundations, fund of funds, endowments, and family offices. | Investment Managers | Portfolio Manager-Equities | |
GENERAL MOTORS COMPANY | Motor Vehicles | Corporate Officer/Principal | |
Notre Dame School | College/University | Director of Finance/CFO Treasurer | |
Compliance Solutions Associates LLC | Corporate Officer/Principal | ||
The Common Fund For Nonprofit Organizations
The Common Fund For Nonprofit Organizations Miscellaneous Commercial ServicesCommercial Services The Common Fund For Nonprofit Organizations is an investment firm that focuses on equity bias, diversification, and prudent use of illiquid investments. The non-profit company is based in Wilton, CT. The company provides educational information about institutional investing through their research materials. The company hosts an investment conference called Commonfund Forum, which is designed for institutional investors representing nonprofit institutions, public pensions, and family offices. The company was founded in 1971. The CEO is Mark Jonathon Anson. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 46 |
Canada | 2 |
Sectoral
Finance | 21 |
Consumer Services | 12 |
Miscellaneous | 10 |
Commercial Services | 3 |
Transportation | 2 |
Operational
Director/Board Member | 32 |
Corporate Officer/Principal | 22 |
Portfolio Manager-Equities | 12 |
Undergraduate Degree | 12 |
Director of Finance/CFO | 10 |
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