Brian W. Wixted
Director/Board Member at THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
Net worth: 24 964 $ as of 30/04/2024
Network origin in Brian W. Wixted first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.
242
| Extinct | Investment Managers | 242 |
Oppenheimer Multi Sector Income Trust
 Oppenheimer Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Multi Sector Income Trust is a diversified closed-End Investment Fund. The company is headquartered in New York, NY.
15
| Extinct | Investment Trusts/Mutual Funds | 15 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
OFI Trust Co.
8
| Subsidiary | 8 | |
OFI Steelpath, Inc.
 OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian W. Wixted via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Trading-Equity Corporate Officer/Principal Analyst-Fixed Income Corporate Officer/Principal | |
| LEGG MASON, INC. | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Thornburg Investment Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO President Corporate Officer/Principal Corporate Officer/Principal Treasurer Corporate Officer/Principal Compliance Officer Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal | |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Investment Managers | Chief Executive Officer Head-Equity Investments Head-Fixed Income Invts | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Colorado Public Employees' Retirement Association
 Colorado Public Employees' Retirement Association Investment ManagersFinance The Colorado Public Employees' Retirement Association (Colorado PERA) is the State-owned pension fund manager headquartered in Denver, Colorado. The firm was founded by state law in 1931. Colorado PERA provides retirement and other benefits to current and former teachers, State Troopers, snowplow drivers, corrections officers, and other public employees who provide valuable services to all of Colorado. It is a substitute for Social Security for most of these public employees. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Chairman Portfolio Manager-Equities | |
Guardian Investor Services LLC
 Guardian Investor Services LLC Investment ManagersFinance Founded in 2001, Guardian Investor Services LLC (GIS) is an investment advisor located in New York City. The firm is the successor to Guardian Investor Services Corp., a New York corporation that was founded in 1968. The firm provides institutional asset management services to both taxable and tax exempt entities. They also offer a variety of investment management services to clients in the insurance industry. GIS is the distributor of mutual funds and variable annuities. Annuities are issued by The Guardian Insurance & Annuity Co., Inc., (GIAC) a Delaware corporation. Both GIS and GIAC are wholly-owned subsidiaries of the Guardian Life Insurance Company of America, one of the largest mutual life insurance companies in the US. GIS primarily provides services to investment companies and corporations. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Fixed Income Analyst-Equity Investment Committee Member Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Analyst-Equity | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member Director/Board Member | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity | |
Thornburg Strategic Income Opportunities Trust
 Thornburg Strategic Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Thornburg Strategic Income Opportunities Trust is a closed-end management investment company. It focuses on investing in government and government-related bonds, corporate bonds, broadly syndicated corporate loans, covenant lite loans, private debt, mortgage-backed securities, asset-backed securities, global real estate debt, emerging market debt securities, sovereign and quasi-sovereign debt obligations, government-sponsored agency debentures, convertible bonds, receivables, whole loans, leveraged loans, taxable and tax-exempt municipal debt, fixed and floating-rate debt securities, collateralized loan obligations, commercial paper, and non-rated debt securities. The company was founded on December 3, 2021 and is headquartered in Santa Fe, NM. | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Corporate Officer/Principal Director of Finance/CFO Compliance Officer Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Doctorate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
| University of Oxford | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Oppenheimer Acquisition Corp.
 Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY. | Finance/Rental/Leasing | Director/Board Member President General Counsel | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Masters Business Admin Graduate Degree | |
| Hofstra University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets, Inc.
 RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Farmers Insurance Group, Inc. (P&C)
 Farmers Insurance Group, Inc. (P&C) Multi-Line InsuranceFinance Farmers Insurance Group, Inc. provides property and casualty insurance. The company was founded by John C. Tyler and Thomas E. Leavey and is headquartered in Woodland Hills, CA. | Multi-Line Insurance | Director/Board Member Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree Graduate Degree | |
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 | |
| McGill University | College/University | Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Corporate Officer/Principal Chief Executive Officer | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Director/Board Member Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
| University of Colorado Denver | College/University | Masters Business Admin Masters Business Admin |
Statistics
International
| United States | 44 |
| Canada | 3 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 24 |
| Finance | 19 |
| Miscellaneous | 4 |
| Commercial Services | 2 |
| Consumer Durables | 2 |
Operational
| Corporate Officer/Principal | 145 |
| Director/Board Member | 142 |
| Analyst-Equity | 121 |
| Portfolio Manager-Equities | 117 |
| Undergraduate Degree | 84 |
Most connected contacts
| Insiders | |
|---|---|
| Andrew Donohue | 42 |
| Nimish Sanjay Bhatt | 28 |
| Clayton Yeutter | 26 |
| William Glavin | 26 |
| John W. Crow | 20 |
| Donnie Moore | 15 |
| Curtis Holloway | 14 |
| Brian Watson | 12 |
| Michael Stuart Rosen | 12 |
| John Vincent Murphy | 12 |
| Kristin Pak | 11 |
| Benjamin Ram | 11 |
| Michael Leskinen | 10 |
| Hemant Baijal | 10 |
| Krishna Memani | 10 |
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