Connie McDaniel
Director/Board Member at VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND
Net worth: 3 M $ as of 29/04/2024
Network origin in Connie McDaniel first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Public Company | Beverages: Non-Alcoholic | 165 | |
| Subsidiary | Miscellaneous Commercial Services | 39 | |
| Public Company | Miscellaneous Commercial Services | 33 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 26 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 25 | |
Merger Fund
22
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 22 |
Virtus Variable Insurance Trust
22
| Umbrella Fund | Investment Trusts/Mutual Funds | 22 |
The Merger Fund VL
21
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 21 |
Virtus Event Opportunities Trust
 Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY.
21
| Umbrella Fund | Investment Trusts/Mutual Funds | 21 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 20 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
Virtus Investment Trust
19
| Umbrella Fund | Investment Trusts/Mutual Funds | 19 |
Virtus Alternative Solutions Trust
 Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA.
17
| Umbrella Fund | Investment Trusts/Mutual Funds | 17 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 | |
Virtus Strategy Trust
15
| Umbrella Fund | Investment Trusts/Mutual Funds | 15 |
| Extinct | Investment Trusts/Mutual Funds | 14 | |
Georgia State University
8
| College/University | Other Consumer Services | 8 |
RidgeWorth Funds
4
| Umbrella Fund | Investment Trusts/Mutual Funds | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Connie McDaniel via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Director/Board Member Chief Investment Officer Corporate Secretary | |
| PCM FUND INC. | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| PIMCO Managed Accounts Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| PIMCO MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chairman Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Compliance Officer | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Corporate Officer/Principal Director/Board Member Chief Investment Officer Corporate Secretary Corporate Officer/Principal | |
| Stone Harbor Investment Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| PIMCO DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Corporate Officer/Principal Corporate Secretary Graduate Degree Masters Business Admin | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Director/Board Member Corporate Secretary | |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Emory University | College/University | Director/Board Member Undergraduate Degree Director/Board Member Undergraduate Degree | |
| New York University | College/University | Director/Board Member Graduate Degree Masters Business Admin Graduate Degree | |
| Pace University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Connecticut | College/University | Chairman Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Coca-Cola North America
 Coca-Cola North America Beverages: Non-AlcoholicConsumer Non-Durables Coca-Cola North America produces and markets soft drinks. The firm markets soft drink brands and other beverages, including diet and light soft drinks, waters, juices and juice drinks, teas, coffees, and sports and energy drinks. The company is headquartered in Atlanta, GA. | Beverages: Non-Alcoholic | Director of Finance/CFO Corporate Officer/Principal Chief Tech/Sci/R&D Officer Corporate Officer/Principal General Counsel | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member Chief Executive Officer General Counsel Corporate Officer/Principal Chairman Compliance Officer Corporate Officer/Principal General Counsel Corporate Officer/Principal Chief Operating Officer Corporate Officer/Principal | |
The Electronic Transactions Association
 The Electronic Transactions Association Miscellaneous Commercial ServicesCommercial Services The Electronic Transactions Association operates as an international trade association for the payment processing industry. It offers electronic transactions processing products and services. The company was founded in 1990 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal President | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Chairman Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Compliance Officer | |
| VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Chairman Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Stanford Graduate School of Business | College/University | Masters Business Admin Director/Board Member Masters Business Admin | |
| Virtus ETF Trust II | Chairman Compliance Officer Corporate Officer/Principal | ||
| Virtus Global Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO President Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Chairman Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Compliance Officer | |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Virtus AllianzGI Smart Cities Fund Inc.
 Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
| Virtus Allianzgi Closed-End Funds | Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member | ||
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal | |
The Business Roundtable
 The Business Roundtable Miscellaneous Commercial ServicesCommercial Services The Business Roundtable advocates public policies that ensure economic growth. It considers public policy issues which contains groups like the construction users anti-inflation roundtable, a group devoted to containing construction costs; and the labor law study committee, made up of labor relations executives of major companies. The Business Roundtable was founded in 1972 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| Ireland | 2 |
| Morocco | 2 |
Sectoral
| Miscellaneous | 30 |
| Finance | 8 |
| Consumer Services | 8 |
| Commercial Services | 5 |
| Consumer Non-Durables | 2 |
Operational
| Director/Board Member | 846 |
| Corporate Officer/Principal | 337 |
| Independent Dir/Board Member | 291 |
| President | 210 |
| Chairman | 165 |
Most connected contacts
| Insiders | |
|---|---|
| Donald Burke | 152 |
| Deborah DeCotis | 72 |
| Sarah Cogan | 53 |
| George Aylward | 49 |
| Philip McLoughlin | 46 |
| James Maclay Oates | 46 |
| R. Walton | 42 |
| Lawrence G. Altadonna | 42 |
| Barry Diller | 41 |
| Grace Fey | 38 |
| Ahmet Kent | 35 |
| F. Drummond | 32 |
| William Patrick Bradley | 31 |
| Brian Zino | 30 |
| Evan Greenberg | 28 |
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