Network origin in John Y. Keffer first degree
Entity | Entity type | Industry | |
---|---|---|---|
ALTX Trust
ALTX Trust Investment Trusts/Mutual FundsMiscellaneous ALTX Trust operates as an open end investment management company. The company was founded on August 20, 2013 and is headquartered in Portland, ME.
7
| Private Company | Investment Trusts/Mutual Funds | 7 |
Forum Funds
1
| Umbrella Fund | 1 | |
Forum Funds II
1
| Umbrella Fund | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John Y. Keffer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ASA GOLD AND PRECIOUS METALS LIMITED | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
Tributary Funds, Inc. | Director of Finance/CFO | ||
US Global Investors Funds | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
NatWest Markets Securities, Inc.
NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Outlook Funds Trust
Outlook Funds Trust Financial ConglomeratesFinance Outlook Funds Trust operates as an open-end management investment company. It is an instrument which permits to offer separate series of shares of beneficial interest. The trust reserves the right to create and issue shares of additional funds. Outlook Funds Trust was founded on October 18, 2013 and is headquartered in Portland, ME. | Financial Conglomerates | Compliance Officer | |
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 | |
AMG Funds LLC
AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin | |
Lehigh University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
Corporate Coverage Group | Corporate Officer/Principal | ||
Atlantic Fund Services
Atlantic Fund Services Financial ConglomeratesFinance Founded in 2009, Atlantic Fund Services is a fund distributor located in Portland, Maine | Financial Conglomerates | Corporate Officer/Principal | |
Netherby Advisors LLC
Netherby Advisors LLC Investment ManagersFinance Founded in 2007, Netherby Advisors LLC is a registered investment advisor located in Westport, Connecticut. The firm provides investment management services on a discretionary and sub-advisory basis to banks, trust companies, registered investment advisors, independent broker-dealers, family offices and other parties that provide wealth management services to clients. They also provide investment management services directly to qualified plans (such as 401(k)s, money purchases, profit sharing, defined benefit and institutional pension plans), foundations and endowments. ^ | Investment Managers | Chief Investment Officer | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Samoset Alternative Strategies GP I LLC
Samoset Alternative Strategies GP I LLC Investment ManagersFinance Samoset Alternative Strategies GP I LLC provides investment advice. The private company is based in Darien, CT. | Investment Managers | Corporate Officer/Principal | |
Harkness Partners LLC
Harkness Partners LLC Miscellaneous Commercial ServicesCommercial Services Harkness Partners LLC is a private company founded in 2010 by Peter M. Lebovitz. The company is based in New Canaan, CT. The provided meta data only includes contact information for Peter M. Lebovitz, the managing partner of the company. | Miscellaneous Commercial Services | Founder | |
Apex Fund Services, Inc. | Corporate Officer/Principal |
Statistics
International
United States | 26 |
Canada | 2 |
Sectoral
Finance | 16 |
Consumer Services | 6 |
Miscellaneous | 3 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 13 |
Director of Finance/CFO | 7 |
Treasurer | 5 |
Portfolio Manager-Equities | 4 |
Founder | 3 |
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