Jeff Kernagis
Portfolio Manager-Fixed Income at Vident Advisory LLC
Network origin in Jeff Kernagis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
ABN AMRO, Inc.
 ABN AMRO, Inc. Investment Banks/BrokersFinance Founded in 2008, ABN AMRO, Inc. is a broker/dealer located in New York City. They are a subsidiary of ABN AMRO North America, Inc. and their ultimate parent is Amsterdam-based RFS Holdings BV. ABN AMRO is an international bank with European roots. They focus on consumer and commercial clients in their local markets and focus globally on select multinational corporations and financial institutions, as well as private clients. ABN AMRO is active in four principal customer segments: Personal Banking, Private Banking, Business and Commercial and Corporate and Institutional. While they serve a broad range of clients, their strategic focus is on the mid-market segment
72
| Extinct | Investment Banks/Brokers | 72 |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds.
27
| Subsidiary | Investment Managers | 27 |
Claymore Securities, Inc.
 Claymore Securities, Inc. Investment ManagersFinance Founded in 2001 by David Hooten, Claymore Securities, Inc. is a registered investment advisor based in Lilse, Illinois with offices in Conshohocken, Pennsylvania and Princeton, New Jersey. The firm also does business as Claymore Advisors LLC. They are a subsidiary of the Claymore Group, Inc. The firm is a wholly-owned subsidiary of Guggenheim Capital LLC, a global, independent, privately-held, diversified financial services firm that, through their affiliates, provides investment management, investment advisory, insurance, investment banking and capital markets services. Guggenheim Capital is headquartered in Chicago and New York City with offices throughout the US, Europe and Asia. Claymore Securities provides investment management services to financial advisors and their clients.
15
| Extinct | Investment Managers | 15 |
Vident Advisory LLC
 Vident Advisory LLC Investment ManagersFinance Part of MM VAM LLC, Vident Advisory LLC provides investment advice. The company is based in Alpharetta, GA. The company was founded in 2016. Vince Leonard Birley has been the CEO of the company since 2023.
7
| Subsidiary | Investment Managers | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Kernagis 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 | Analyst-Equity Trading-Equity Trading-Equity | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Economist | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Trading-Equity | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Mizuho Securities USA LLC
 Mizuho Securities USA LLC Investment Banks/BrokersFinance Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide. | Investment Banks/Brokers | Director of Research - Equity Economist Chief Executive Officer Analyst-Equity | |
Melvin Securities LLC
 Melvin Securities LLC Investment Banks/BrokersFinance Melvin Securities LLC is a full-services securities firm headquartered in Chicago. They are a subsidiary of Melvin & Co. LLC. The firm serves public and private entities with both equity and fixed-income products. The firm focuses primarily on the clean energy sector including clean solar, clean fuel, clean ethanol, clean transportation and clean fossil fuels. Incorporated in 1989, the firm has been an exchange specialist since 1991, an equity brokerage since 1992, and entered the fixed-income arena in 1993. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Invesco DB US Dollar Index Trust
 Invesco DB US Dollar Index Trust Investment Trusts/Mutual FundsMiscellaneous Invesco DB US Dollar Index Trust operates as an exchange traded fund. It consists of two series, namely Invesco DB US Dollar Index Bearish Fund and Invesco DB US Dollar Index Bullish Fund. The company was founded on August 3, 2006 and is headquartered in Downers Grove, IL. | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB AGRICULTURE FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB BASE METALS FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
| INVESCO DB MULTI-SECTOR COMMODITY TRUST - INVESCO DB SILVER FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
Millington Securities, Inc.
 Millington Securities, Inc. Investment ManagersFinance Millington Securities, Inc. is an ETF adviser headquartered in Red Bank, New Jersey. The firm was founded by Charles G. Millington in 2008. They are a subsidiary of WBI Tech Holdings LLC, which is owned by WBI Holdco, Inc. Millington Securities provides advisory services to, among other clients, a series of exchange traded funds (ETFs) and a series of mutual funds for institutional money managers. | Investment Managers | Chief Executive Officer President | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Director of Research - Equity | |
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 | Analyst-Equity Corporate Officer/Principal | |
Guggenheim Funds Distributors LLC
 Guggenheim Funds Distributors LLC Investment ManagersFinance Guggenheim Funds Distributors LLC (GFD) is a registered investment advisor headquartered in Chicago, Illinois. Formerly known as Guggenheim Distributors LLC, the firm is a subsidiary of Guggenheim Funds Services LLC and their ultimate parent is Guggenheim Partners LLC. GFD offers strategic investment solutions for financial advisors and their clients. | Investment Managers | General Counsel Corporate Officer/Principal Analyst-Equity Director of Research - Equity Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Vident Investment Advisory LLC
 Vident Investment Advisory LLC Investment ManagersFinance Vident Investment Advisory LLC (VIA) is an investment advisory firm headquartered in Alpharetta, Georgia. The firm was founded by Nicholas Stonestreet and Denise M. Krisko in 2014. They are a wholly owned subsidiary of Vident Financial LLC, which is owned by Vident Investors’ Oversight Trust. VIA primarily provides investment sub-advisory services to ETFs, UCITS, and private funds. | Investment Managers | Portfolio Manager-Equities Trading-Equity Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity | |
| New York University | College/University | Undergraduate Degree Graduate Degree 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 | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RB&Co. Holdings LLC
 RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Investment Managers | Investment Committee Member Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Georgetown University | College/University | Masters Business Admin Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate 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. | Financial Conglomerates | Chief Executive Officer Corporate Officer/Principal | |
| Brooklyn College | College/University | Undergraduate Degree Undergraduate Degree | |
| INVESCO DB G10 CURRENCY HARVEST FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree | |
| North Central College | College/University | Undergraduate Degree Undergraduate Degree |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 26 |
| Consumer Services | 19 |
| Miscellaneous | 7 |
Operational
| Corporate Officer/Principal | 262 |
| Director/Board Member | 135 |
| Undergraduate Degree | 83 |
| Director of Finance/CFO | 60 |
| Portfolio Manager-Equities | 54 |
Most connected contacts
| Insiders | |
|---|---|
| Mitchell Quain | 44 |
| Daniel Draper | 35 |
| Kelli Gallegos | 34 |
| Donald P. Swade | 33 |
| Kevin M. Robinson | 32 |
| Dave K. Beecken | 26 |
| Thomas Kloet | 26 |
| Richard Michael Schaeffer | 21 |
| John Koudounis | 19 |
| Richard Gumer | 16 |
| Lars Hanan | 12 |
| Daniello Natoli | 11 |
| Irving I. Cohen | 11 |
| Paul Leming | 10 |
| Samuel Adam Hoffman | 10 |
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