R. Jeffrey Young
Chief Executive Officer at Mutual Fund & Variable Insurance Trust
Network origin in R. Jeffrey Young first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Capitol Series Trust
 Capitol Series Trust Investment Trusts/Mutual FundsMiscellaneous Capitol Series Trust operates as a open- end investment fund/investment trust. It is authorized to issue an unlimited number of shares of beneficial interest with no par value. The company currently offers Shares of the Meritage Growth Equity Fund, the Meritage Value Equity Fund, and the Meritage Yield-Focus Equity Fund. It currently offers two classes of shares, Institutional Shares and Investor Shares. The company's investment adviser is Meritage Portfolio Management, Inc. The investment objective of the company is to seek growth of capital. Income is a secondary objective for the company. It invests primarily in equity securities of domestic companies. The company was founded on September 18, 2013 and is headquartered in Indianapolis, IN.
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Mutual Fund & Variable Insurance Trust
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
Strategy Shares
5
| Umbrella Fund | Investment Trusts/Mutual Funds | 5 |
Zell Capital
 Zell Capital Investment Trusts/Mutual FundsMiscellaneous Zell Capital operates as a closed-end management investment company. The company’s investment objective is to maximize its portfolio’s long-term total return, principally by seeking capital gains on its equity investments and secondarily through ordinary income from debt and debt-like investments. It invests principally in equity securities, including common equity and preferred equity, and to a lesser extent in alternative financing strategies such as convertible debt and preferred shares in connection with revenue sharing agreements. The company was founded by William L. Zell on June 26, 2020 and is headquartered in Columbus, OH.
4
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 4 |
Valued Advisers Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Unified Fund Services, Inc.
 Unified Fund Services, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Fund Services, Inc. is a company that provides fund management services. The company is based in Indianapolis, IN. Unified Fund Services was acquired by Huntington Bancshares, Inc. from Unified Financial Services, Inc. on December 31, 2006.
1
| Subsidiary | Financial Conglomerates | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to R. Jeffrey Young via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Huntington Asset Services
 Huntington Asset Services Investment ManagersFinance Part of Huntington Bancshares, Inc., Huntington Asset Services provides investment advice. The company is based in Indianapolis, IN. | Investment Managers | President Sales & Marketing Corporate Officer/Principal General Counsel | |
Alphacentric Prime Meridian Income Fund
 Alphacentric Prime Meridian Income Fund Investment Trusts/Mutual FundsMiscellaneous Alphacentric Prime Meridian Income Fund operates as non-diversified, closed-end management investment company. The company is headquartered in Huntington, NY. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
| TCG Financial Series Trust IV | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust VII | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust VI | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust V | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust IX | Director/Board Member Director/Board Member | ||
| Angel Oak Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| TCG Financial Series Trust III | Director/Board Member Director/Board Member | ||
| TCG Financial Series Trust II | Director/Board Member Director/Board Member | ||
| ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
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. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
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. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| TCG Financial Series Trust I | Director/Board Member Director/Board Member | ||
| Unified Series Trust | Investment Trusts/Mutual Funds | President Director of Finance/CFO | |
| TCG Financial Series Trust VIII | Director/Board Member Director/Board Member | ||
| Zell Capital (Investment Management) | Investment Managers | Director of Finance/CFO Chief Executive Officer | |
| TCG Financial Series Trust X | Director/Board Member Director/Board Member | ||
| Canisius College | College/University | Undergraduate Degree | |
ConnectToHome
 ConnectToHome Internet Software/ServicesTechnology Services ConnectToHome operates as a local news content and information platform. The private company is based in Marysville, OH. The company was founded by William L. Zell. | Internet Software/Services | Founder | |
StepStone Private Markets (Unitesd States)
 StepStone Private Markets (Unitesd States) Investment Trusts/Mutual FundsMiscellaneous StepStone Private Markets is a non-diversified closed-end management investment company. The Fund’s investment objective is to achieve long-term capital appreciation and provide current income by investing in private market assets. The company was founded in September 6, 2019 and is headquartered in Charlotte, NC. | Investment Trusts/Mutual Funds | Compliance Officer | |
Citi Fund Services, Inc.
 Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Compliance Officer | ||
| Kent State University (Ohio) | College/University | Undergraduate Degree | |
| Bear Properties, Inc. | Corporate Officer/Principal | ||
| Michael E. Moritz College of Law | College/University | Graduate Degree | |
| Genovese Family Enterprises LLC | Corporate Officer/Principal | ||
| Variable Insurance Trust | Director/Board Member | ||
| M3sixty Funds Trust | Director/Board Member | ||
Mutual Fund Series Trust
 Mutual Fund Series Trust Investment Trusts/Mutual FundsMiscellaneous Mutual Fund Series Trust provides fund related services. It offers investment of securities which has credit rating for these securities could also be further seen after they are purchased by a Fund. The company is headquartered in Elkhorn, NE. | Investment Trusts/Mutual Funds | Director/Board Member | |
PTL Real Estate LLC
 PTL Real Estate LLC Real Estate DevelopmentFinance PTL Real Estate LLC provides real estate and investment services. The private company is based in Clearwater, FL. | Real Estate Development | Corporate Officer/Principal | |
Thompson Hine LLP
 Thompson Hine LLP Miscellaneous Commercial ServicesCommercial Services Thompson Hine LLP provides legal services. It offers services to financial institutions, governments, individuals, multinational corporations and non-profit organizations. The firm also handles issues related to antitrust, corporate transactions, e-business, employee benefits and executive compensation, succession planning, taxation, and labor and employment law. It focuses on energy, healthcare, international trade, telecommunication, and transportation law. The company was founded in 1911 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Cushing Mutual Funds Trust | Director/Board Member | ||
| NXG NEXTGEN INFRASTRUCTURE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| NXG CUSHING MIDSTREAM ENERGY FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| Eagle Family of Funds | Director of Finance/CFO | ||
Santander Bank, NA (Wilmington, Delaware)
 Santander Bank, NA (Wilmington, Delaware) Major BanksFinance Santander Bank, NA engages in provision of financial products and services. It offers retail banking, mortgages, corporate banking, cash management, capital markets, trust and wealth management, and insurance. The company was founded in 2013 and is headquartered in Wilmington, DE. | Major Banks | Corporate Officer/Principal | |
| LFH Properties & Investments LLC | Founder | ||
| SANTANDER HOLDINGS USA INC. | Major Banks | Corporate Officer/Principal | |
Huddlewoo LLC
 Huddlewoo LLC Internet Software/ServicesTechnology Services Huddlewoo LLC operates a social and live video platform. The private company is based in Bellefontaine, OH. The company was founded by William L. Zell. | Internet Software/Services | Founder | |
Fletcher Spaght Venture Partners LLC
 Fletcher Spaght Venture Partners LLC Investment ManagersFinance Fletcher Spaght Venture Partners LLC (Fletcher Spaght Ventures) is a venture capital subsidiary of Fletcher Spaght Inc founded in 2000 by R John Fletcher Fletcher. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Investment Committee Member | |
SolitonReach, Inc.
 SolitonReach, Inc. Packaged SoftwareTechnology Services SolitonReach, Inc. develops motion sensors. The company was founded by Robert Lee, Furrukh Kha and Jessie Zhao and is headquartered in Columbus, OH. | Packaged Software | Director/Board Member | |
Unified Financial Securities, Inc.
 Unified Financial Securities, Inc. Financial ConglomeratesFinance Part of Huntington Bancshares, Inc., Unified Financial Securities, Inc. provides investment services. The company is based in Indianapolis, IN. | Financial Conglomerates | Compliance Officer | |
| MAXWELL TECHNOLOGIES INC. | Electronic Components | Corporate Officer/Principal | |
| ACCELRYS, INC. | Packaged Software | Chief Administrative Officer | |
| California State University-Los Angeles | College/University | Undergraduate Degree | |
Rev1 Ventures
 Rev1 Ventures Investment ManagersFinance Rev1 Ventures (Rev1 Ventures) is a venture capital firm founded in 2003. The firm is headquartered in Columbus, Ohio. | Investment Managers | Director of Finance/CFO |
Statistics
International
| United States | 50 |
Sectoral
| Miscellaneous | 12 |
| Finance | 9 |
| Consumer Services | 7 |
| Technology Services | 5 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 50 |
| Independent Dir/Board Member | 20 |
| Corporate Officer/Principal | 18 |
| Chairman | 10 |
| Undergraduate Degree | 9 |
Most connected contacts
| Insiders | |
|---|---|
| Donald McIntosh | 15 |
| Michelle Murcia | 15 |
| Stephen P. Lachenauer | 13 |
| Ira Cohen | 12 |
| Will Zell | 10 |
| Andrea Mullins | 10 |
| Tobias Caldwell | 9 |
| Robert Silva | 8 |
| Jay S. Fitton | 7 |
| John C. Swhear | 6 |
| Lindsay Karas Stencel | 5 |
| Roger Pries | 5 |
| Brian Blomquist | 4 |
| Matthew J. Miller | 4 |
| Walter B. Grimm | 3 |
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