Network origin in Scott Hubbell first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott Hubbell via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Babson College | College/University | Masters Business Admin | |
FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
The Charger Corp.
The Charger Corp. Financial ConglomeratesFinance The Charger Corp. operates as an investment holding company. The company is headquartered in Wheaton, IL. | Financial Conglomerates | President | |
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | Chairman | |
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 | |
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 | Chairman | |
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Chairman | |
Hampshire College | College/University | Undergraduate Degree | |
Brown University | College/University | Doctorate Degree | |
Allegheny College | College/University | Corporate Officer/Principal | |
Villanova University | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
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. | Investment Managers | Chief Executive Officer | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Investment Managers | Corporate Officer/Principal | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lehigh University | College/University | Graduate Degree | |
Northeastern University School of Law | College/University | Undergraduate Degree | |
Private Client Resources LLC
Private Client Resources LLC Data Processing ServicesTechnology Services Private Client Resources LLC provides an outsource solutions. It offers aggregate and report financial information based on information processes proven in markets. The firm services to private banks, family offices and advisory customers. The company was founded by Joseph L. Dionne and Christopher L. Snyder in 2000 and is headquartered in Wilton, CT. | Data Processing Services | Corporate Officer/Principal | |
University of the Sacred Heart | College/University | Undergraduate Degree | |
Chapter Two Technologies LLC
Chapter Two Technologies LLC Investment Banks/BrokersFinance Chapter Two Technologies LLC provides compliance software solutions for the financial industry. It offers Employee TradeSphere that provides total compliance workflow for employees. The company was founded by Walter Anthony Turner in 1999 and is headquartered in Riverside, CT. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fairfield University | College/University | Undergraduate Degree | |
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 | Chairman | |
Bentley University | College/University | Undergraduate Degree | |
FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Chairman | |
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Investment Managers | Founder | |
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 | Chief Executive Officer | |
FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chairman | |
Wheaton College (Illinois) | College/University | Director/Board Member | |
FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Chairman | |
FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Chairman | |
FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | Chairman |
Statistics
International
United States | 49 |
United Kingdom | 2 |
Japan | 2 |
Sectoral
Miscellaneous | 20 |
Finance | 16 |
Consumer Services | 14 |
Technology Services | 3 |
Commercial Services | 2 |
Operational
Chairman | 31 |
President | 23 |
Chief Executive Officer | 16 |
Corporate Officer/Principal | 10 |
Undergraduate Degree | 9 |
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