![Sam Dunlap](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Sam Dunlap
Director/Board Member at ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
Network origin in Sam Dunlap first degree
Entity | Entity type | Industry | |
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University of Georgia
143
| College/University | Other Consumer Services | 143 |
Angel Oak Capital Advisors LLC
![]() Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).
29
| Subsidiary | Investment Managers | 29 |
Angel Oak Strategic Credit Fund
![]() Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA.
12
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 12 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
Angel Oak Credit Opportunities Term Trust
![]() Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Credit Opportunities Term Trust is a newly organized, non-diversified, closed-end management investment fund. It plans to invest primarily in residential mortgage-backed, commercial mortgage-backed, asset-backed, and high yield securities; unsecured consumer loans; collateralized loan and debt obligations; and residential loans and mortgages. The company was founded in 2021 and is headquartered in Atlanta, GA.
11
| Private Company | Investment Trusts/Mutual Funds | 11 |
Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 10 | |
Angel Oak Funds Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sam Dunlap via their personal network
Company | Sector | Related people | Main position |
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Washington Mutual, Inc.
![]() Washington Mutual, Inc. Savings BanksFinance Washington Mutual, Inc. provides financial services to consumers and mid sized businesses in the United States. The company primarily operates through three segments: retail banking & financial services, mortgage banking and commercial banking. The retail banking and financial services segment provides investment advisory and brokerage services, sales of annuities, mutual fund management and other financial services. This segment also purchases and re-underwrites loans to subprime borrowers. The mortgage banking segment offers various home loans including fixed rate home loans, adjustable rate home loans, hybrid home loans, option ARMs and government insured or guaranteed home loans. The commercial segment provides financing to developers and investors for the acquisition or construction of multifamily dwellings and other commercial properties, originates and services multifamily and other commercial real estate loans. The company was founded in August 1994 and is headquartered in Seattle, WA. | Savings Banks | Corporate Officer/Principal Corporate Officer/Principal | |
FTI CONSULTING, INC. | Miscellaneous Commercial Services | Consultant / Advisor Director/Board Member | |
GE Financial Assurance Holdings LLC
![]() GE Financial Assurance Holdings LLC Investment ManagersFinance GE Financial Assurance Holdings, Inc. used to provide administrative, customer assistance and other services. The company was a provider of array of life, pension, annuity and mutual fund products as well as more immediate financial instruments such as auto insurance and supplemental health coverage. The company was headquartered in Richmond, VA. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Trading-Equity Corporate Officer/Principal Compliance Officer | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Voya Investment Management LLC
![]() Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor Corporate Officer/Principal | |
Mercer University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Georgia State University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Balentine LLC
![]() Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Investment Managers | Director of Research - Equity Sales & Marketing Analyst-Equity | |
ANGEL OAK MORTGAGE REIT, INC. | Real Estate Investment Trusts | Chairman Chief Executive Officer General Counsel | |
Angel Oak Cos. LLC
![]() Angel Oak Cos. LLC Investment ManagersFinance Angel Oak Cos. LLC is a financial services company based in Atlanta, GA and has subsidiaries in Canada, United States and Cayman Islands. Angel Oak Companies offers a range of financial services including asset management, investment advisory, mutual funds, lending and financial institution consulting. The private company was founded in 2008 and is led by CEOs Michael Allen Fierman and Sreeniwas Vikram Prabhu. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Bogazici University | College/University | Undergraduate Degree Undergraduate Degree | |
Angel Oak Cos.
![]() Angel Oak Cos. Investment ManagersFinance Angel Oak Cos. is a financial services company based in Atlanta, GA and has subsidiaries in United States. The private company offers a range of financial services including asset management, investment advisory, mutual funds, lending and financial institution consulting. Michael Allen Fierman has been the CEO of the company since 2014. | Investment Managers | Chief Executive Officer General Counsel | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Corporate Officer/Principal | |
University of Oxford | College/University | Graduate Degree Graduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Emory University | College/University | Masters Business Admin Masters Business Admin | |
Kennesaw State University | College/University | Masters Business Admin Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
LMCG Investments LLC
![]() LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Investment Managers | Analyst-Equity Analyst-Equity | |
Rutgers State University of New Jersey | College/University | Graduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Masters Business Admin | |
Indiana University | College/University | Doctorate Degree Masters Business Admin | |
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 | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
![]() Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Truxton Trust Co.
![]() Truxton Trust Co. Investment ManagersFinance Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests. | Investment Managers | Portfolio Manager-Equities | |
TRUXTON CORPORATION | Regional Banks | Corporate Officer/Principal | |
Reliance Trust Co.
![]() Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Investment Managers | Analyst-Equity | |
Danish Venture Capital & Private Equity Association
![]() Danish Venture Capital & Private Equity Association Investment ManagersFinance The Danish Venture Capital & Private Equity Association is an organization that represents business owners who are members of the association. The private company is based in Copenhagen, Denmark. The Danish company has recently released their annual activity report for the entire ecosystem of active ownership. The report can be downloaded from their website. Additionally, they have listed six specific wishes for political party leaders on their website. and has subsidiaries in Denmark. | Investment Managers | Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
CentricsIT LLC
![]() CentricsIT LLC Information Technology ServicesTechnology Services CentricsIT LLC provides information technology solutions. Its services include hardware sourcing and procurement, maintenance and support services, and information technology asset disposition. The company was founded by Derek Odegard in January 2007 and is headquartered in Norcross, GA. | Information Technology Services | Director/Board Member | |
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 | Corporate Officer/Principal | |
Accura Advokataktieselskab
![]() Accura Advokataktieselskab Miscellaneous Commercial ServicesCommercial Services Accura Advokataktieselskab provides legal advisory services. The firm provides services to large national and multinational corporate clients, financial institutions, private equity and sovereign wealth funds, utilities, public authorities and governments as well as a number of successful medium sized private companies, their owners and certain high net-worth individuals. The company was founded in 1999 and is headquartered in Hellerup, Denmark. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Aarhus | College/University | Graduate Degree | |
The Danish Bar & Law Society | Corporate Officer/Principal | ||
Bryan Cave Leighton Paisner LLP
![]() Bryan Cave Leighton Paisner LLP Miscellaneous Commercial ServicesCommercial Services Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Human Resources Officer | |
BayFirst National Bank (Florida)
![]() BayFirst National Bank (Florida) Regional BanksFinance Part of BayFirst Financial Corp., BayFirst National Bank (Florida) is a state chartered commercial bank. The company is based in St. Petersburg, FL. Anthony N. Leo has been the CEO of the company since 2013. | Regional Banks | Corporate Officer/Principal | |
The Bank of Tampa
![]() The Bank of Tampa Regional BanksFinance The Bank of Tampa provides personal and commercial banking services. The firm provides corporate, commercial, private banking and wealth management services. The company was founded in 1883 and is headquartered in Tampa, FL. | Regional Banks | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Market Strategist |
Statistics
International
United States | 39 |
Denmark | 5 |
Turkey | 2 |
United Kingdom | 2 |
France | 2 |
Sectoral
Finance | 25 |
Consumer Services | 16 |
Commercial Services | 6 |
Technology Services | 2 |
Operational
Director/Board Member | 107 |
Corporate Officer/Principal | 106 |
Undergraduate Degree | 92 |
Masters Business Admin | 35 |
Independent Dir/Board Member | 35 |
Most connected contacts
Insiders | |
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Jon Gosier | 30 |
Baris Oran | 29 |
Keith Schappert | 19 |
Man Yeung | 16 |
Adam Langley | 14 |
Sreeni Prabhu | 14 |
Bill A. Clement | 14 |
Alvin Albe | 13 |
Kishore Ganji | 13 |
Jeff Wood | 13 |
Ira Cohen | 12 |
Shao Ying Luo | 11 |
Ryan Gembala | 11 |
Dory Black | 10 |
Dennis R. Beresford | 10 |
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