Ronald Toupin
Chairman at GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST
Net worth: 380 545 $ as of 30/04/2024
Network origin in Ronald Toupin first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
79
| Non-Profit Organization | Miscellaneous Commercial Services | 79 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 28 | |
Extinct | Investment Trusts/Mutual Funds | 27 | |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 27 | |
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.
25
| Subsidiary | Financial Conglomerates | 25 |
Extinct | Investment Trusts/Mutual Funds | 23 | |
TS&W/Claymore Tax-Advantaged Balanced Fund
TS&W/Claymore Tax-Advantaged Balanced Fund Investment Trusts/Mutual FundsMiscellaneous TS&W/Claymore Tax-Advantaged Balanced Fund is a closed-End Investment Fund/Investment Trust. Its investment objective is to provide a high level of total after-tax return, including attractive tax-advantaged income. The company is headquartered in Lisle, IL.
20
| Extinct | Investment Trusts/Mutual Funds | 20 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 19 | |
Independent Directors Council
19
| Private Company | 19 | |
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.
17
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 17 | |
Claymore Dividend & Income Fund
Claymore Dividend & Income Fund Investment Trusts/Mutual FundsMiscellaneous Claymore Dividend & Income Fund is a closed-end investment fund/Investment trust. It offers strategic investment solutions for financial advisors and their valued clients. It also provides investment management, investment advisory, insurance, investment banking and capital markets services. The company was founded on January 27, 2004 and is headquartered in Lisle, IL.
17
| Extinct | Investment Trusts/Mutual Funds | 17 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 14 | |
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.
14
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 14 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
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.
12
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 |
Nuveen Securities LLC
Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts.
10
| Subsidiary | Investment Managers | 10 |
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.
2
| Subsidiary | Investment Banks/Brokers | 2 |
Nuveen Investment Advisory Corp.
1
| Subsidiary | 1 | |
Bennett Group of Funds
1
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ronald Toupin via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
WESTERN ASSET PREMIER BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member General Counsel Director/Board Member Compliance Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Chief Executive Officer Director of Finance/CFO General Counsel | |
WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member General Counsel Director/Board Member Compliance Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Chief Executive Officer Director of Finance/CFO | |
MADISON COVERED CALL & EQUITY STRATEGY FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Corporate Officer/Principal Director of Finance/CFO Compliance Officer Corporate Officer/Principal General Counsel Compliance Officer Director of Finance/CFO | |
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 General Counsel Corporate Officer/Principal General Counsel Corporate Officer/Principal General Counsel Corporate Officer/Principal Director of Finance/CFO Chief Executive Officer | |
WESTERN ASSET HIGH INCOME FUND II INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO General Counsel | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Compliance Officer Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Director/Board Member General Counsel | ||
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 Corporate Officer/Principal Compliance Officer Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
WESTERN ASSET GLOBAL HIGH INCOME FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO General Counsel | |
WESTERN ASSET MANAGED MUNICIPALS FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO General Counsel | |
WESTERN ASSET EMERGING MARKETS DEBT FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
LEGG MASON BW GLOBAL INCOME OPPORTUNITIES FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
CLEARBRIDGE MLP AND MIDSTREAM TOTAL RETURN FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND INC | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET MIDDLE MKT INCM FD INC | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET INVESTMENT GRADE DEFINED OPPORTUNITY TRUST INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
Western Asset Middle Market Debt Fund, Inc.
Western Asset Middle Market Debt Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Western Asset Middle Market Debt Fund, Inc. acts as Closed-End Investment Fund/Investment Trust. Its primary investment objective is to provide income and secondary investment objective, the Fund seeks capital appreciation. The fund seeks to achieve its investment objectives by investing, under normal market conditions including loans, issued by middle market companies. Western Asset Middle Market Debt Fund is headquartered in New York, NY. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
CLEARBRIDGE MLP AND MIDSTREAM FUND INC | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET GLOBAL CORPORATE DEFINED OPPORTUNITY FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
LMP CAPITAL AND INCOME FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET MUNICIPAL DEFINED OPPORTUNITY TRUST INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET INTERMEDIATE MUNI FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET MUNICIPAL PARTNERS FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
WESTERN ASSET MORTGAGE OPPORTUNITY FUND INC. | Investment Trusts/Mutual Funds | General Counsel Compliance Officer Director of Finance/CFO Chief Executive Officer Chief Executive Officer Director of Finance/CFO | |
INVESCO PLC (CAN) | Investment Managers | Director/Board Member Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
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 Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Guggenheim Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer President Director/Board Member Chairman | |
SBL Fund | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer President Director/Board Member Chairman | |
GUGGENHEIM ACTIVE ALLOCATION FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Secretary Compliance Officer Chief Executive Officer Director/Board Member | |
FRANKLIN RESOURCES, INC. | Investment Managers | Chief Executive Officer Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
ISHARES SILVER BULLION ETF | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member General Counsel Corporate Secretary Director of Finance/CFO | |
NUVEEN TAX-ADVANTAGED TOTAL RETURN STRATEGY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member Treasurer | |
NUVEEN REAL ESTATE INCOME FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member Chairman Director/Board Member Treasurer | |
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Treasurer | |
NUVEEN CORE EQUITY ALPHA FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Treasurer | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
NUVEEN DIVERSIFIED DIVIDEND AND INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Treasurer | |
NUVEEN SENIOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member Treasurer |
Statistics
International
United States | 50 |
Canada | 2 |
Sectoral
Miscellaneous | 42 |
Finance | 7 |
Consumer Services | 3 |
Operational
Director/Board Member | 1119 |
Corporate Officer/Principal | 390 |
Independent Dir/Board Member | 375 |
Chairman | 351 |
President | 315 |
Most connected contacts
Insiders | |
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John Amboian | 164 |
Robert P. Bremner | 148 |
Tom Schreier | 93 |
Martin Flanagan | 73 |
Todd F. Kuehl | 50 |
Sherri A. Hlavacek | 47 |
Jane Trust | 47 |
John Louis Sullivan | 46 |
Robert I. Frenkel | 46 |
Mary Bush | 44 |
Donald Christopher Cacciapaglia | 40 |
Kenneth Donald Fuller | 40 |
Cynthia Hostetler | 38 |
Roman Friedrich | 38 |
Bruce Duncan | 37 |
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