Lorence D. Wheeler
Director/Board Member at Madison Funds
Network origin in Lorence D. Wheeler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 23 | |
Madison Funds
 Madison Funds Investment Trusts/Mutual FundsMiscellaneous Madison Funds engages in the provision of investment solutions for capital preservation, income generation, global diversification, long term growth, and tax free income. The company is headquartered in Madison, WI.
16
| Umbrella Fund | Investment Trusts/Mutual Funds | 16 |
Ultra Series Fund
14
| Umbrella Fund | Investment Trusts/Mutual Funds | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lorence D. Wheeler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Madison Investment Holdings, Inc.
 Madison Investment Holdings, Inc. Investment ManagersFinance Madison Investment Holdings, Inc. (dba Madison Investments) is an independent investment advisory firm headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 as Madison Investment Advisors, Inc. Madison Investments offers investment management and solutions to various types of investors. | Investment Managers | President Compliance Officer Director of Finance/CFO Chief Investment Officer Founder Corporate Officer/Principal General Counsel Director/Board Member Analyst-Equity Compliance Officer Compliance Officer | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | President Director/Board Member Chairman Director of Finance/CFO Director/Board Member Compliance Officer Corporate Secretary Director of Finance/CFO Compliance Officer Director of Finance/CFO | |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | President Director/Board Member Chairman Director of Finance/CFO Director/Board Member Compliance Officer Corporate Secretary General Counsel Compliance Officer Director of Finance/CFO | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Director/Board Member Chairman Director of Finance/CFO Director/Board Member Compliance Officer Corporate Secretary General Counsel Compliance Officer Director of Finance/CFO | |
| University of Wisconsin | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal General Counsel General Counsel Director of Finance/CFO | |
Claymore Group, Inc.
 Claymore Group, Inc. Investment ManagersFinance Claymore Group, Inc. provides financial and asset management services. The firm offers investment solutions for financial advisors and their clients. The company was founded in 2004 and is headquartered in Lisle, IL. | Investment Managers | Corporate Officer/Principal Director of Finance/CFO Compliance Officer Corporate Officer/Principal General Counsel | |
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Investment Managers | Chief Investment Officer Founder Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Corporate Secretary | |
| GUGGENHEIM CREDIT ALLOCATION FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Corporate Secretary | |
| WESTERN ASSET INFLATION-LINKED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
| ISHARES SILVER BULLION ETF | Investment Trusts/Mutual Funds | Director/Board Member General Counsel Corporate Secretary Director of Finance/CFO | |
| ADVENT CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal Director/Board Member | |
MEMBERS Capital Advisors, Inc.
 MEMBERS Capital Advisors, Inc. Investment ManagersFinance MEMBERS Capital Advisors, Inc. (MCA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 1982 and formerly known as Cimco, Inc. They are wholly owned by CUNA Mutual Investment Corp., which in turn is wholly owned by CMFG Life Insurance Co. MCA provides investment management and advisory services to their affiliated companies, other institutions and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal Head-Fixed Income Invts Analyst-Fixed Income | |
| WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Secretary | |
Guggenheim Strategy Funds Trust
 Guggenheim Strategy Funds Trust Investment Trusts/Mutual FundsMiscellaneous Guggenheim Strategy Funds Trust is an open-end management investment company. The trust comprises of 3 funds: Guggenheim Strategy Fund I, Guggenheim Strategy Fund II and Guggenheim Strategy Fund III, which invests in a diversified portfolio of debt securities and financial instruments. Guggenheim Strategy Funds Trust was founded on November 8, 2013 and is headquartered in Rockville, MD. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Investment Managers | Chief Investment Officer Head-Fixed Income Invts General Counsel | |
| Nuveen Investment Advisory Corp. | President Corporate Officer/Principal | ||
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
MFD Distributor LLC
 MFD Distributor LLC Investment Banks/BrokersFinance MFD Distributor LLC is a private company based in Scottsdale, AZ. | Investment Banks/Brokers | Corporate Officer/Principal General Counsel | |
| Foreside Compliance Services LLC | Director/Board Member | ||
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
Guggenheim Investment Advisors (Europe) Ltd.
 Guggenheim Investment Advisors (Europe) Ltd. Investment ManagersFinance Part of Guggenheim Partners LLC, Guggenheim Investment Advisors (Europe) Ltd. provides investment advisory services. The company is based in London, UK. | Investment Managers | Director/Board Member | |
Guggenheim Partners Advisory Co.
 Guggenheim Partners Advisory Co. Investment ManagersFinance Guggenheim Partners Advisory Co. provides investment, securities, and insurance services. The company was founded on August 21, 1995 and is headquartered in Chicago, IL. | Investment Managers | President | |
Huffco International LLC
 Huffco International LLC Contract DrillingIndustrial Services Part of Ovintiv, Inc., Huffco International LLC is a company that provides oil drilling services. The company is based in Houston, TX. Huffco International was acquired by Ovintiv Exploration, Inc., part of Ovintiv, Inc. from February 14, 2019 on June 29, 1997 for $5 million. | Contract Drilling | Corporate Officer/Principal | |
| University of Leeds | College/University | Graduate Degree | |
| The University of Sheffield | College/University | Undergraduate Degree | |
| NEWFIELD EXPLORATION | Oil & Gas Production | Corporate Officer/Principal | |
Society for Corporate Governance, Inc.
 Society for Corporate Governance, Inc. Miscellaneous Commercial ServicesCommercial Services Society for Corporate Governance, Inc. engages in providing advisory services and providing professional development and education through seminars and conferences in corporate governance area. The company was founded in 1946 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Association of Corporate Counsel
 Association of Corporate Counsel Miscellaneous Commercial ServicesCommercial Services The Association of Corporate Counsel is a bar association that promotes the common professional and business interests of in-house counsel through information, education, networking, and advocacy. The non-profit company is based in Washington and has subsidiaries in the United States. Joining ACC provides access to valuable, supportive resources for every stage of your career. Veta T. Richardson has been the CEO of the American company since 2011. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 45 |
| Canada | 4 |
| United Kingdom | 4 |
Sectoral
| Miscellaneous | 25 |
| Finance | 18 |
| Consumer Services | 4 |
| Commercial Services | 3 |
| Industrial Services | 2 |
Operational
| Director/Board Member | 121 |
| Corporate Officer/Principal | 72 |
| Independent Dir/Board Member | 59 |
| General Counsel | 48 |
| Compliance Officer | 32 |
Most connected contacts
| Insiders | |
|---|---|
| Kevin M. Robinson | 32 |
| Ronald Nyberg | 30 |
| Steve M. Hill | 25 |
| Randall Barnes | 25 |
| Ronald Toupin | 24 |
| Mark Mathiasen | 21 |
| John Thomas Futrell | 20 |
| Bruce Saxon | 15 |
| Bruce Rudolph Albelda | 14 |
| Jay Robert Sekelsky | 13 |
| Scott Craven Jones | 13 |
| Frank Burgess | 12 |
| Philip E. Blake | 11 |
| Paul Anthony Lefurgey | 11 |
| Richard E. Struthers | 10 |
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