Daniel Geatens
Treasurer at ABRDN NATIONAL MUNICIPAL INCOME FUND
Network origin in Daniel Geatens first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
180
| Subsidiary | Investment Managers | 180 |
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 |
Delaware Investments Global Dividend & Income Fund, Inc.
 Delaware Investments Global Dividend & Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Global Dividend & Income Fund, Inc. is a diversified closed-end management investment company. The fund seeks to achieve high current income, with capital appreciation as a secondary objective. The fund invests a portion of its assets in high yield fixed income securities, which carry ratings of BB or lower by Standard & Poor's and Ba or lower by Moody's Investor Services, or similarly rated by another nationally recognized statistical rating organization. The company was founded on March 4, 1994 and is headquartered in Philadelphia, PA
23
| Extinct | Investment Trusts/Mutual Funds | 23 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
Delaware Investments Arizona Municipal Income Fund, Inc.
 Delaware Investments Arizona Municipal Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Delaware Investments Arizona Municipal Income Fund, Inc. closed-End Investment Fund/Investment Trust. The Fund seeks to provide current income exempt from both regular federal income tax and Colorado state income tax, consistent with the preservation of capital. The Fund is located in Philadelphia, PA.
10
| Extinct | Investment Trusts/Mutual Funds | 10 |
Optimum Fund Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Daniel Geatens via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | |
| WADDELL & REED FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal President Director/Board Member 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 Analyst-Equity Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Analyst-Fixed Income | |
Sovereign Securities Corp. LLC
 Sovereign Securities Corp. LLC Investment Banks/BrokersFinance Part of Banco Santander SA, Sovereign Securities Corp. LLC is a private company that provides security brokerage services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Graduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Chief Operating Officer Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance 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. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| LaSalle University | College/University | 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 Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 Director/Board Member President President General Counsel Chief Investment Officer | |
| St. Joseph's University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin | |
| Drexel University | College/University | President Undergraduate Degree Masters Business Admin | |
Jackson Square Partners LLC
 Jackson Square Partners LLC Investment ManagersFinance Jackson Square Partners LLC (Jackson Square) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2014 through the joint venture between Delaware Investments and its San Francisco–based Focus Growth team. Jackson Square provides investment advisory services to separately managed accounts and pooled investment vehicles. Their institutional client base includes, but is not limited to, high net worth individuals, corporate and public pension plans, endowments, and foundations. | Investment Managers | Founder Founder Founder | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
NWD Investment Management, Inc.
 NWD Investment Management, Inc. Investment ManagersFinance NWD Investment Management, Inc. provides asset management services to institutional and individual investors. It is an asset management firm for individuals and institutional clients, including corporate & public pension plans, foundations & endowments, mutual fund companies and insurance companies. The company was founded in 1999 and is headquartered in Conshohocken, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Ivy NextShares
 Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| Franklin & Marshall College | College/University | Undergraduate Degree President | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Doctorate Degree | |
Pennsylvania Academy of the Fine Arts
 Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin | |
Susquehanna International Group LLP
 Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Graduate Degree Undergraduate Degree |
Statistics
International
| United States | 48 |
Sectoral
| Finance | 21 |
| Consumer Services | 21 |
| Miscellaneous | 7 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 291 |
| Corporate Officer/Principal | 205 |
| Independent Dir/Board Member | 121 |
| Undergraduate Degree | 91 |
| Portfolio Manager-Equities | 74 |
Most connected contacts
| Insiders | |
|---|---|
| Sandra Lawrence | 42 |
| John Fry | 38 |
| Patrick P. Coyne | 30 |
| Christianna Wood | 28 |
| Joseph Harroz | 25 |
| Thomas F. Madison | 24 |
| Shawn Lytle | 23 |
| Frances Sevilla-Sacasa | 21 |
| Roger Allen Early | 18 |
| Randall S. Yanker | 18 |
| H. Jeffrey Dobbs | 17 |
| Thomas Lemke | 16 |
| Joseph Chow | 16 |
| J. Richard Zecher | 16 |
| Richard Salus | 16 |
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