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.
Phil Torres
Jeremy Neisewander
Corporate Officer/Principal
Corporate Officer/Principal
John Zerr
David Colvin Warren
Christopher R. Joe
Daniel Draper
Jordan Krugman
Kelli Gallegos
Annette Lege
Kristie Feinberg
Anna Paglia
Corporate Officer/Principal
Chief Administrative Officer
Compliance Officer
Corporate Officer/Principal
Corporate Officer/Principal
Corporate Officer/Principal
Comptroller/Controller/Auditor
Corporate Officer/Principal
Corporate Officer/Principal
John Zerr
Melanie H. Zimdars
Kelli Gallegos
General Counsel
Compliance Officer
Treasurer
Daniel Draper
Anna Paglia
Chief Executive Officer
Chief Executive Officer
John Zerr
Melanie H. Zimdars
David Colvin Warren
Daniel Draper
Annette Lege
Anna Paglia
Director/Board Member
Compliance Officer
Director/Board Member
Chief Executive Officer
Director of Finance/CFO
Chief Executive Officer
John Zerr
Melanie H. Zimdars
Daniel Draper
Jordan Krugman
Kelli Gallegos
Annette Lege
Kristie Feinberg
Director/Board Member
Compliance Officer
Chief Executive Officer
Director/Board Member
Corporate Officer/Principal
Director of Finance/CFO
Director/Board Member
David Colvin Warren
Kristie Feinberg
Director/Board Member
Director/Board Member
Daniel Draper
Anna Paglia
Chief Executive Officer
Chief Executive Officer
Daniel Draper
Kelli Gallegos
Anna Paglia
Chief Executive Officer
Director of Finance/CFO
Chief Executive Officer
Daniel Draper
Kelli Gallegos
Anna Paglia
Chief Executive Officer
Director of Finance/CFO
Chief Executive Officer
Daniel Draper
Anna Paglia
Chief Executive Officer
Chief Executive Officer
Daniel Draper
Anna Paglia
Chief Executive Officer
Chief Executive Officer
Daniel Draper
Anna Paglia
Chief Executive Officer
Chief Executive Officer
Invesco Exchange-Traded Fund Trust II
Invesco Exchange-Traded Fund Trust II
Investment Trusts/Mutual FundsMiscellaneous
Invesco Exchange-Traded Fund Trust II was organized as a Massachusetts business trust on October 10, 2006. The Trust is an investment company consisting of twenty-nine separate exchange-traded funds.
John Zerr
Melanie H. Zimdars
Kelli Gallegos
General Counsel
Compliance Officer
Treasurer
John Zerr
Melanie H. Zimdars
Kelli Gallegos
General Counsel
Compliance Officer
Treasurer
John Zerr
Melanie H. Zimdars
Kelli Gallegos
General Counsel
Compliance Officer
Treasurer
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.
John Southard
Ben Fulton
Corporate Officer/Principal
Corporate Officer/Principal
John Southard
Jeff Kernagis
Richard Ose
Brian Christopher Hartigan
Greg Meisenger
Masters Business Admin
Masters Business Admin
Masters Business Admin
Masters Business Admin
Masters Business Admin
Ryan Patton
Phil Torres
Gary Jones
Graduate Degree
Masters Business Admin
Masters Business Admin
Steve M. Hill
Tony Seisser
Greg Meisenger
Undergraduate Degree
Undergraduate Degree
Undergraduate Degree
Theodore Samulowitz
Gary Jones
Undergraduate Degree
Undergraduate Degree
Rudolf Reitmann
Jonathan Nixon
Undergraduate Degree
Undergraduate Degree
Saroj B. Kanuri
Aasim Harun Merchant
Henry S. Kuo
Undergraduate Degree
Corporate Officer/Principal
Graduate Degree
Jonathan Dhillon
David Govrin
Graduate Degree
Undergraduate Degree
Lyric Opera of Chicago
Lyric Opera of Chicago
Movies/EntertainmentConsumer Services
Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL.
Daniel Draper
Anna Paglia
Director/Board Member
Director/Board Member
University of St. Thomas
University of St. Thomas
Other Consumer ServicesConsumer Services
The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.
Michael Jeanette
Brian Christopher Hartigan
Undergraduate Degree
Undergraduate Degree
Invesco Specialized Products LLC
Invesco Specialized Products LLC
Financial ConglomeratesFinance
Part of Invesco Ltd., Invesco Specialized Products LLC provides investment and financial services. The company is based in Rockville, MD. Anna Paglia has been the CEO of the company since 2020.
John Zerr
Melanie H. Zimdars
David Colvin Warren
Daniel Draper
Jordan Krugman
Kelli Gallegos
Annette Lege
Brian Christopher Hartigan
Kristie Feinberg
Anna Paglia
Corporate Officer/Principal
Compliance Officer
Chief Administrative Officer
Chief Executive Officer
Director/Board Member
Corporate Officer/Principal
Director of Finance/CFO
Chief Executive Officer
Director/Board Member
Chief Executive Officer
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
Guggenheim Funds Investment Advisors LLC
Guggenheim Funds Investment Advisors LLC
Investment ManagersFinance
Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.
Saroj B. Kanuri
Aasim Harun Merchant
Jeremy Neisewander
Portfolio Manager-Equities
Corporate Officer/Principal
Portfolio Manager-Fixed Income
Invesco Investment Advisers LLC
Invesco Investment Advisers LLC
Investment ManagersFinance
Invesco Investment Advisers LLC (IIA) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm is a direct wholly-owned subsidiary of Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). Founded in 1958, IIA provides portfolio supervisory services to unit investment trusts sponsored by Invesco Capital Markets, Inc. (ICMI).
John Zerr
Christopher R. Joe
General Counsel
Corporate Officer/Principal
Elkhorn Dorsey Wright Tactical Equity Income Fund
Elkhorn Dorsey Wright Tactical Equity Income Fund
Investment Trusts/Mutual FundsMiscellaneous
Elkhorn Dorsey Wright Tactical Equity Income Fund operates as closed ended investment fund. Its investment objective is to provide a high level of current income with a secondary focus on capital appreciation. The company is headquartered in Wheaton, IL.
Melanie H. Zimdars
Ben Fulton
Compliance Officer
Chief Executive Officer
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
John Zerr
Kelli Gallegos
Corporate Officer/Principal
Director of Finance/CFO
