Mark Haley
President at LIBERTY ALL-STAR EQUITY FUND
Net worth: 1 M $ as of 30/04/2024
Network origin in Mark Haley first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 29 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 21 | |
ALPS Funds Services, Inc.
 ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO.
5
| Subsidiary | Investment Trusts/Mutual Funds | 5 |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies.
5
| Subsidiary | Investment Managers | 5 |
Banc of America Investment Advisors, Inc.
4
| Extinct | Investment Managers | 4 |
Liberty All Star Growth Fund, Inc.
3
| Extinct | Investment Trusts/Mutual Funds | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Haley via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | General Counsel Compliance Officer | |
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Investment Managers | General Counsel | |
| Financial Investors Trust | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Treasurer Corporate Officer/Principal | |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
| Wasatch Funds Trust | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
| ALPS Variable Investment Trust | Compliance Officer Compliance Officer Treasurer Director/Board Member Corporate Officer/Principal Compliance Officer Treasurer | ||
| Grosvenor Registered Multi-Strategy Master Fund LLC | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
Alps Distributors, Inc.
 Alps Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SS&C Technologies Holdings, Inc., ALPS Distributors, Inc. provides distribution services. The company is based in Beachwood, NJ. | Miscellaneous Commercial Services | Director/Board Member President Director/Board Member Corporate Officer/Principal General Counsel Director/Board Member | |
| REAVES UTILITY INCOME FUND | Investment Trusts/Mutual Funds | President President Corporate Secretary Corporate Officer/Principal Comptroller/Controller/Auditor Treasurer Corporate Secretary | |
| BLACKROCK CAPITAL INVESTMENT CORPORATION | Investment Managers | Director/Board Member Director/Board Member | |
| CLOUGH GLOBAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member President Director/Board Member Corporate Secretary Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Director of Finance/CFO Corporate Officer/Principal | |
| CLOUGH GLOBAL EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Corporate Secretary Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Director of Finance/CFO Corporate Secretary | |
| Columbia Funds Series Trust I | Director/Board Member Director/Board Member | ||
| Select Sector SPDR Trust | Investment Trusts/Mutual Funds | Chairman | |
| FTAM Funds Distributor, Inc. | Director/Board Member Director/Board Member General Counsel President | ||
| ALPS Series Trust | Investment Trusts/Mutual Funds | Chairman Treasurer Compliance Officer | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
ALPS Fund Services, Inc.
 ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member President Director/Board Member Corporate Officer/Principal General Counsel Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Comptroller/Controller/Auditor Founder Director/Board Member General Counsel Corporate Officer/Principal Comptroller/Controller/Auditor | |
| CLOUGH GLOBAL DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member President Director/Board Member Corporate Secretary Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Director of Finance/CFO Corporate Officer/Principal | |
| RIVERNORTH OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | President Compliance Officer Director of Finance/CFO Chief Executive Officer Corporate Officer/Principal Compliance Officer Treasurer | |
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Chief Executive Officer Director/Board Member Chief Executive Officer General Counsel Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| ALPS ETF Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer Corporate Secretary Treasurer Compliance Officer Director/Board Member Compliance Officer | |
| PRINCIPAL REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Compliance Officer Treasurer Director/Board Member Compliance Officer Corporate Officer/Principal Treasurer | |
| ALPS ETF TRUST - ALERIAN MLP ETF | Investment Trusts/Mutual Funds | Corporate Secretary Treasurer Comptroller/Controller/Auditor Compliance Officer Corporate Officer/Principal President | |
| Clough Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer Treasurer Corporate Secretary | |
ALPS Portfolio Solutions Distributor, Inc.
 ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Alps Portfolio Solutions Distributor Inc. operates as a brokerage firm. It engages in buying and selling of securities such as stocks, bonds, and mutual funds. The company is headquartered in Denver, CO. | Investment Banks/Brokers | Director/Board Member President Director/Board Member Corporate Officer/Principal President | |
| Elevation ETF Trust | Chairman Treasurer Director/Board Member | ||
Columbia Funds
 Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Investment Banks/Brokers | Director/Board Member Compliance Officer Director/Board Member | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| Paralel Technologies LLC | Chief Executive Officer Corporate Officer/Principal | ||
A.V. Hunter Trust, Inc.
 A.V. Hunter Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous A.V. Hunter Trust, Inc. operates as a non-profit organization. It provides funds services for disabled, indigent, seniors, and youth. The company was founded in 1924 and is headquartered in Glendale, CO. | Investment Trusts/Mutual Funds | Director/Board Member President | |
| University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
| University of St. Michael's College | College/University | President Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
AFS Corp.
 AFS Corp. Regional BanksFinance AFS Corp. provides financial and investment advisory services. The private company is based in Oklahoma City, OK and has subsidiaries in Canada. | Regional Banks | Compliance Officer Corporate Officer/Principal | |
52nd Street Capital Advisors LLC
 52nd Street Capital Advisors LLC Investment ManagersFinance 52nd Street Capital Advisors LLC (52nd Street Capital) is a private equity subsidiary of BlackrRock, Inc. founded in 2005 by James R Maher and Michael B Lazar. The firm is headquartered in New York. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| INVESCO DB G10 CURRENCY HARVEST FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
| University of Wyoming | College/University | Undergraduate Degree | |
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. | Investment Trusts/Mutual Funds | Compliance Officer | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
| United States | 50 |
| Canada | 2 |
Sectoral
| Miscellaneous | 21 |
| Finance | 18 |
| Consumer Services | 7 |
| Commercial Services | 3 |
Operational
| Director/Board Member | 124 |
| Corporate Officer/Principal | 105 |
| Compliance Officer | 52 |
| President | 41 |
| Independent Dir/Board Member | 37 |
Most connected contacts
| Insiders | |
|---|---|
| William E. Mayer | 39 |
| Melanie H. Zimdars | 33 |
| Jeremy May | 28 |
| Ned Burke | 24 |
| Sareena Khwaja-Dixon | 21 |
| Kimberly R. Storms | 21 |
| Thomas Brock | 17 |
| Tom Carter | 16 |
| Jill Kerschen | 16 |
| Maureen Usifer | 15 |
| Erin Douglas Nelson | 15 |
| Mary Hoene | 14 |
| Richard Carl Rantzow | 14 |
| Tané T. Tyler | 10 |
| Monette R. Nickels | 9 |
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