Network origin in Alice Dunn first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.
26
| Private Company | Investment Managers | 26 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alice Dunn via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| Thornburg Investment Trust | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Corporate Officer/Principal | |
Empower Annuity Insurance Company of America
 Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | Corporate Officer/Principal | |
| Trinity University | College/University | Undergraduate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Portfolio Manager-Fixed Income | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity Analyst-Equity | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Avondale Partners LLC
 Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Investment Banks/Brokers | Analyst-Equity | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal | |
| University of Virginia | College/University | Masters Business Admin | |
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 | Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
| Boston University | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
| Amherst College | College/University | Undergraduate Degree | |
| College of Santa Fe | College/University | Masters Business Admin | |
| Colorado School of Mines | College/University | Undergraduate Degree | |
| Ft. Lewis College | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| The University of New Mexico | College/University | Undergraduate Degree Undergraduate Degree | |
| Youngstown State University | College/University | Undergraduate Degree | |
IBM Global Services
 IBM Global Services Information Technology ServicesTechnology Services IBM Global Services provides systems integration and technology consulting services. Its services include application development, data storage, infrastructure management, networking, and technical support. The company was founded in 1991 and is headquartered in Armonk, NY. | Information Technology Services | Consultant / Advisor | |
Los Alamos National Laboratory
 Los Alamos National Laboratory Miscellaneous Commercial ServicesCommercial Services Los Alamos National Laboratory operates as a multidisciplinary institution. It offers services in science, engineering, earth science, chemistry, mathematics, physics, and space science. The company was founded in 1943 and is headquartered in Los Alamos, NM. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Public Employees Retirement Association of New Mexico
 Public Employees Retirement Association of New Mexico Investment ManagersFinance The Public Employees Retirement Association of New Mexico (PERA) is a state-owned pension fund management firm headquartered in Santa Fe, New Mexico. The firm was founded in 1947 as a retirement system for State of New Mexico public employees. PERA manages retirement plans and benefit tiers for state, municipal and county employees. This includes police, firefighters, judges, magistrates, legislators and volunteer firefighters. The association also manages retirement plans for other political subdivisions, such as special districts and housing authorities. | Investment Managers | Portfolio Manager-Equities | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
Thornburg Strategic Income Opportunities Trust
 Thornburg Strategic Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Thornburg Strategic Income Opportunities Trust is a closed-end management investment company. It focuses on investing in government and government-related bonds, corporate bonds, broadly syndicated corporate loans, covenant lite loans, private debt, mortgage-backed securities, asset-backed securities, global real estate debt, emerging market debt securities, sovereign and quasi-sovereign debt obligations, government-sponsored agency debentures, convertible bonds, receivables, whole loans, leveraged loans, taxable and tax-exempt municipal debt, fixed and floating-rate debt securities, collateralized loan obligations, commercial paper, and non-rated debt securities. The company was founded on December 3, 2021 and is headquartered in Santa Fe, NM. | Investment Trusts/Mutual Funds | Chief Executive Officer Corporate Officer/Principal | |
ExxonMobil Oil Corp.
 ExxonMobil Oil Corp. Oil & Gas ProductionEnergy Minerals ExxonMobil Oil Corp. operates gas stations and produces petroleum related products. The company was founded on August 24, 1959 and is headquartered in The Woodlands, TX. | Oil & Gas Production | Corporate Officer/Principal | |
| The Leeds School of Business | College/University | Masters Business Admin | |
| The Neeley School of Business | College/University | Masters Business Admin | |
| SMU-Cox School of Business | College/University | Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin | |
| CIBC World Markets, Inc. /US Capital Markets Businesses/ | Investment Banks/Brokers | Corporate Officer/Principal | |
| The University of North Carolina at Greensboro | College/University | Graduate Degree | |
R Cubed Global Capital LLC
 R Cubed Global Capital LLC Investment ManagersFinance R Cubed Global Capital LLC is an investment firm that specializes in domestic and international dividend-paying stock investing. The private company is based in Plantation, FL. The American company offers its services through three vehicles, including separately managed accounts and exchange-traded funds. The company's lead portfolio manager, Cliff Remily, has over 20 years of experience managing dividend-paying stocks and co-managing over $10 billion of client assets. The company was founded in 2020 by Cliff J. Remily and John Clancy Roche, with John Clancy Roche serving as the CEO since 2020. | Investment Managers | Founder |
Statistics
International
| United States | 47 |
Sectoral
| Consumer Services | 24 |
| Finance | 17 |
| Miscellaneous | 4 |
| Health Technology | 2 |
| Technology Services | 2 |
Operational
| Corporate Officer/Principal | 32 |
| Undergraduate Degree | 26 |
| Analyst-Equity | 24 |
| Portfolio Manager-Equities | 23 |
| Masters Business Admin | 17 |
Most connected contacts
| Insiders | |
|---|---|
| Cliff J. Remily | 10 |
| Jason Brady | 9 |
| Jeff Klingelhofer | 7 |
| Matt Burdett | 7 |
| Andy Rutlin | 7 |
| Matthew Taylor | 6 |
| Ben Kirby | 6 |
| Christina Keyes | 6 |
| Chris Ryon | 6 |
| G. Brian Summers | 6 |
| Lewis Scott Kaufman | 6 |
| Di Zhou | 5 |
| Lei Wang | 5 |
| Nick Venditti | 5 |
| David William Musolf | 4 |
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