Network origin in Jeff Margolin first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
51
| Subsidiary | Investment Managers | 51 |
Clark University
30
| College/University | Other Consumer Services | 30 |
Ryan, Beck & Co., Inc.
 Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Ryan, Beck & Co., Inc. was founded in 1946. They are headquartered in Florham Park, New Jersey with additional offices in Atlanta, Georgia, Boca Raton, Florida, Conshohocken, Pennsylvania, New York City, and Richmond, Virginia.
24
| Extinct | Investment Banks/Brokers | 24 |
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.
8
| Subsidiary | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Margolin via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance/Rental/Leasing | Treasurer Corporate Officer/Principal | |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Public Communications Contact Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
BondWave LLC
 BondWave LLC Investment ManagersFinance BondWave LLC is a financial technology firm that specializes in fixed income solutions. The private company is based in Wheaton, IL. The company's platform, effi™, provides portfolio analytics and reporting, custom alerts, and proposal generation, as well as tools that support best execution, fair pricing, and mark-up monitoring and disclosure on both a pre- and post-trade basis. Founded in 2001, the company serves a wide range of users, including traders, compliance professionals, and RIAs. Michael A. Ruvo has been the CEO of the company since 2014. | Investment Managers | General Counsel Director of Finance/CFO Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
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. | Investment Managers | Corporate Secretary Director of Finance/CFO Chairman | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Chairman Corporate Officer/Principal | |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance First Trust Global Equity Dividend Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 12, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL | Investment Managers | Corporate Secretary Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal | |
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 Masters Business Admin Masters Business Admin Graduate Degree | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin | |
| Illinois Wesleyan University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Institutional Sales Analyst-Fixed Income | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Director of Finance/CFO Chairman Corporate Officer/Principal | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
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 Director/Board Member | |
| FIRST TRUST EXCHANGE-TRADED FUND VIII - FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Chairman | |
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 | General Counsel Chief Executive Officer Chairman | |
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 | General Counsel Chief Executive Officer Chairman Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | General Counsel Chief Executive Officer Director of Finance/CFO Chairman Corporate Officer/Principal | |
| G.C. Andersen Partners LLC | Private Equity Investor Private Equity Investor Private Equity Investor |
Statistics
International
| United States | 50 |
| France | 2 |
Sectoral
| Miscellaneous | 26 |
| Finance | 15 |
| Consumer Services | 9 |
| Process Industries | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 241 |
| Undergraduate Degree | 84 |
| Analyst-Equity | 58 |
| Director/Board Member | 53 |
| President | 51 |
Most connected contacts
| Insiders | |
|---|---|
| James Dykas | 44 |
| James Bowen | 38 |
| William Jardine | 33 |
| Daniel Lindquist | 31 |
| Tom Byron | 25 |
| Jonathan Phillips | 25 |
| Coleen D. Lynch | 21 |
| Chris R. Fallow | 20 |
| John Thomas Futrell | 20 |
| Gordon Eliot Fallone | 17 |
| Randy F. Rock | 12 |
| Andrew Brandman | 11 |
| Derek Maltbie | 11 |
| Ann C. Brady | 11 |
| Todd Brooks | 10 |
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