Network origin in Glenn Pease first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Glenn Pease via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Virtus Investment Advisers, Inc.
 Virtus Investment Advisers, Inc. Investment ManagersFinance Virtus Investment Advisers, Inc. (VIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. It is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS).The firm was originally formed in 1975 as Phoenix Investment Counsel, Inc. They completed a spin-off in 2009 to become independent of the Phoenix Companies. VIA serves as investment adviser to the Virtus mutual funds and closed-end funds. | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Director of Research - Fxd Inc Director of Research - Fxd Inc Portfolio Manager-Fixed Income | |
| University of Connecticut | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
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-Fixed Income Portfolio Manager-Fixed Income | |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Duff & Phelps provides investment advisory services to institutional clients, mutual funds, closed-end funds, and other pooled investment vehicles as well as to retail clients. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Phoenix Capital, Inc.
 Phoenix Capital, Inc. Financial ConglomeratesFinance Phoenix Capital, Inc. is a mortgage banking advisor, which provides mortgage servicing rights analytics, transactions, and advisory services. The company was founded by Brett Schaffer and Tim Horacek in 1996 and is headquartered in Denver, CO. | Financial Conglomerates | President Chief Tech/Sci/R&D Officer | |
| THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Chief Executive Officer Chief Executive Officer | |
| University of Massachusetts | College/University | Masters Business Admin Masters Business Admin | |
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. | Investment Trusts/Mutual Funds | President | |
| The Merger Fund VL | Investment Trusts/Mutual Funds | President | |
| Merger Fund | Investment Trusts/Mutual Funds | President | |
PHL Variable Insurance Co.
 PHL Variable Insurance Co. Life/Health InsuranceFinance PHL Variable Insurance Co. provides life insurance and annuity products through independent agents and financial advisors. It acts as administrative agent for variable products for Jackson National Life Insurance Company. The company was founded on July 15, 1981 and is headquartered in Hartford, CT. | Life/Health Insurance | Chief Executive Officer | |
| Virtus Investment Trust | Investment Trusts/Mutual Funds | President | |
| Virtus Strategy Trust | Investment Trusts/Mutual Funds | President | |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| Virtus Allianzgi Closed-End Funds | Chief Executive Officer | ||
| Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer | |
NFJ Investment Group LLC
 NFJ Investment Group LLC Investment ManagersFinance NFJ Investment Group LLC (NFJ) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2020 and is a wholly-owned subsidiary of Virtus Partners, Inc., which is wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). NFJ provides discretionary and non-discretionary investment management or sub-advisory services to institutional clients and non-institutional clients principally through separate accounts, wrap fee programs and a variety of commingled funds and SEC registered closed-end investment companies. | Investment Managers | Chief Executive Officer | |
| Fairfield University | College/University | Director/Board Member | |
Nassau Life Insurance Co.
 Nassau Life Insurance Co. Life/Health InsuranceFinance Nassau Life Insurance Co. provides life insurance, annuities and investment products. It offers products and services to meet financial need in middle income and mass affluent markets. The company was founded in 1851 and is headquartered in Hartford, CT. | Life/Health Insurance | Chief Executive Officer | |
Eastern Connecticut Health Network
 Eastern Connecticut Health Network Hospital/Nursing ManagementHealth Services Eastern Connecticut Health Network provides healthcare services. Its services include adolescent behavioral health services, ambulatory surgery, art therapy, bariatric, bone health assessments, breast care collaborative, breast imaging, cancer care, cardiac nuclear medicine, diabetes care, digestive health, early detection program, emergency care, general orthopedics, general surgery, heart and vascular, and hospice services. The company was founded in and is headquartered in Manchester, CT. | Hospital/Nursing Management | Director/Board Member | |
YMCA of Greater Hartford
 YMCA of Greater Hartford Services to the Health IndustryHealth Services YMCA of Greater Hartford is a non-profit company based in Hartford, CT. The CEO of the company is Harold W. Sparrow. | Services to the Health Industry | Director/Board Member | |
| Virtus Global Funds Plc | Investment Trusts/Mutual Funds | Director/Board Member | |
PHL Variable Insurance Co. (Investment Portfolio)
 PHL Variable Insurance Co. (Investment Portfolio) Investment ManagersFinance PHL Variable Insurance Co. (Investment Portfolio) (PHL Variable-IP) is the investment portfolio division of PHL Variable Insurance Co., an insurance company headquartered in Hartford, Connecticut. The firm is a subsidiary of Nassau Insurance Group Holdings LP, ultimately held by Nassau Financial Group GP Ltd. PHL Variable-IP manages the investment portfolio of insurance clients. | Investment Managers | Chief Executive Officer | |
| GLOBAL INDEMNITY GROUP, LLC | Property/Casualty Insurance | Director/Board Member | |
| Brown University | College/University | Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin | |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
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. | Investment Trusts/Mutual Funds | President | |
| Virtus ETF Trust II | Chairman | ||
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Chief Executive Officer | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The University of Connecticut Foundation, Inc. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | President | |
Virtus Alternative Investment Advisers, Inc.
 Virtus Alternative Investment Advisers, Inc. Investment ManagersFinance Virtus Alternative Investment Advisers, Inc. (VAIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Virtus Partners, Inc., owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VAIA provides investment services and manages investment advisory accounts for certain open-end and closed-end registered investment companies (Funds) and UCITS. | Investment Managers | Chief Executive Officer | |
Zweig Advisers LLC
 Zweig Advisers LLC Investment ManagersFinance Founded in 1989 by Dr. Martin Zweig, Zweig Advisers LLC is a registered investment advisor and mutual fund manager located in New York City. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They provide investment advisory services to closed-end registered investment companies. | Investment Managers | President |
Statistics
International
| United States | 47 |
| Morocco | 2 |
| Ireland | 2 |
| Cayman Islands | 2 |
| Belgium | 2 |
Sectoral
| Miscellaneous | 21 |
| Finance | 19 |
| Consumer Services | 6 |
| Health Services | 3 |
| Commercial Services | 3 |
Operational
| President | 38 |
| Director/Board Member | 35 |
| Chief Executive Officer | 31 |
| Portfolio Manager-Fixed Income | 13 |
| Corporate Officer/Principal | 9 |
Most connected contacts
| Insiders | |
|---|---|
| George Aylward | 49 |
| James David Wehr | 14 |
| Tim Heaney | 9 |
| Lisa Leonard | 7 |
| David M. Byerly | 5 |
| Christopher Saner | 4 |
| Phyllis Devericks | 2 |
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