Coleen D. Lynch
Corporate Officer/Principal at First Trust Global Resource Solution Fund
Network origin in Coleen D. Lynch first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
276
| Subsidiary | Investment Managers | 276 |
Van Kampen Asset Management
 Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts.
52
| Extinct | Investment Managers | 52 |
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 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 |
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/Four Corners Senior Floating Rate Income Fund II
12
| Extinct | 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 Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance 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 Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Coleen D. Lynch via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director of Finance/CFO Chairman Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Chief Investment Officer Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Corporate Officer/Principal Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Public Communications Contact Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director of Finance/CFO Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chief Executive Officer Chairman | |
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. | Financial Conglomerates | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman Corporate Officer/Principal | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Director/Board Member Chief Executive Officer Compliance Officer Director/Board Member Chairman | |
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 | General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Analyst-Equity Investment Committee Member | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
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 Masters Business Admin | |
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. | Investment Managers | General Counsel Director of Finance/CFO Director of Finance/CFO Chairman | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Michigan | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
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 | Corporate Secretary Director of Finance/CFO Chairman | |
| The Johns Hopkins University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
Affinity Investment Advisors LLC
 Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Investment Managers | Portfolio Manager-Equities Trading-Equity Director of Finance/CFO | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
| Van Kampen Advisors, Inc. | Chairman Chief Investment Officer | ||
| Morgan Stanley Services Co., Inc. | Corporate Officer/Principal Corporate Secretary | ||
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Private Bank NA
 Morgan Stanley Private Bank NA Regional BanksFinance Morgan Stanley Private Bank NA provides banking products and services. The company was founded in 1996 and is headquartered in Purchase, NY. | Regional Banks | Director/Board Member Director/Board Member | |
| University of Mumbai | College/University | Undergraduate Degree Masters Business Admin |
Statistics
International
| United States | 50 |
| India | 2 |
Sectoral
| Miscellaneous | 25 |
| Consumer Services | 16 |
| Finance | 9 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 248 |
| Director/Board Member | 225 |
| Portfolio Manager-Equities | 130 |
| Independent Dir/Board Member | 123 |
| President | 82 |
Most connected contacts
| Insiders | |
|---|---|
| Niel Nielson | 54 |
| James Dykas | 44 |
| Thomas Kadlec | 40 |
| Mary E. Mullin | 40 |
| James Bowen | 38 |
| Robert Keith | 34 |
| Richard Erickson | 34 |
| William Jardine | 33 |
| Kristi Maher | 31 |
| Daniel Lindquist | 31 |
| Mark Raymond Bradley | 26 |
| Jonathan Phillips | 25 |
| Alexander Denner | 25 |
| Jonathan Stuart Thomas | 21 |
| Mitchell M. Merin | 21 |
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