Theresa M. Bridge
Comptroller/Controller/Auditor at CORNERSTONE TOTAL RETURN FUND, INC.
Network origin in Theresa M. Bridge first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Ultimus Fund Solutions LLC
 Ultimus Fund Solutions LLC Investment ManagersFinance Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.
26
| Holding Company | Investment Managers | 26 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
Eubel Brady & Suttman Mutual Fund Trust
 Eubel Brady & Suttman Mutual Fund Trust Investment Trusts/Mutual FundsMiscellaneous Eubel Brady & Suttman Mutual Fund Trust operates as an open-end management investment company. It offers two diversified series, such as the Eubel Brady & Suttman Income and Appreciation Fund and the Eubel Brady & Suttman Income Fund. The company issues an unlimited number of shares of beneficial interest of separate series without par value. Eubel Brady & Suttman Mutual Fund Trust was founded on April 22, 2014 and is headquartered in Cincinnati, OH.
6
| Umbrella Fund | Investment Trusts/Mutual Funds | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Theresa M. Bridge via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CORNERSTONE STRATEGIC VALUE FUND, INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Secretary Compliance Officer Director/Board Member Director of Finance/CFO | |
Eubel Brady & Suttman Asset Management, Inc.
 Eubel Brady & Suttman Asset Management, Inc. Investment ManagersFinance Eubel Brady & Sutton Asset Management, Inc. (EBS) is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1993 by Ronald Eubel, Mark Brady and Robert Suttman. EBS manages separate accounts for individuals and businesses including trusts, foundations, corporations, and ERISA plans. | Investment Managers | Founder Corporate Officer/Principal Analyst-Equity | |
Code Red, Inc.
 Code Red, Inc. Packaged SoftwareTechnology Services Code:Red, Inc. provides research management technologies to the investment community. The firm's products include Code Red RMS that enables to incorporate research, data from multiple systems, and workflows into a repeatable investment process; and Code Red Analytics that helps to manage portfolio, as well as integrates due diligence and risk management capabilities to lower operational risk and increase the integrity of investment decisions. It serves endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds. The company was founded by Timothy V. Gavin and Dwight Wyatt in 2004 and is headquartered in Boston, MA. | Packaged Software | Chief Executive 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. | Corporate Officer/Principal | ||
FSI Low Beta Absolute Return Fund
 FSI Low Beta Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous FSI Low Beta Absolute Return Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek risk adjusted rate of returns, Alpha, with a risk profile and volatility that is similar to that of the Barclays Aggregate Bond Index. FSI Low Beta Absolute Return Fund was founded on August 3, 2011 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Corporate Secretary Compliance Officer | |
Finomial Corp.
 Finomial Corp. Packaged SoftwareTechnology Services Finomial Corp. develops software which connects financial institutions and investors. It transforms the buy side investment process, investor analytics, and regulatory compliance by automating the current manual hedge fund subscription process between investor, fund manager and administrator. The company was founded by Subhra Bose and Meredith Allison Moss in 2010 and is headquartered in Cambridge, MA. | Packaged Software | Consultant / Advisor | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
GTCR LLC
 GTCR LLC Investment ManagersFinance GTCR LLC (GTCR) is a private equity firm founded in 1980 by Charlie Thomas. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Cornerstone Advisors, Inc. (Arizona)
 Cornerstone Advisors, Inc. (Arizona) Miscellaneous Commercial ServicesCommercial Services Cornerstone Advisors, Inc. provides strategy and technology consulting services for midsize banks and credit unions. It offers banking, strategic planning, technology, advisory, and risk management services. The company was founded by Scott Sommer, Terence Roche and Steve Williams in 2002 and is headquartered in Scottsdale, AZ. | Miscellaneous Commercial Services | Founder Corporate Officer/Principal Compliance Officer | |
Premium Credit Ltd.
 Premium Credit Ltd. Financial ConglomeratesFinance Premium Credit Ltd. provides payment facilitation and financing services. The firm's insurance premium finance business provides consumer and business policyholders with the ability to pay insurance premia by periodic monthly installments instead of a single annual payment. It also provides financing services for individuals to pay for other annual fees or services by monthly installments, including accountancy fees, golf club subscriptions, holiday, home pitch fees and school fees. The company was founded in 1988 is headquartered in Leatherhead, the United Kingdom. | Financial Conglomerates | Corporate Officer/Principal Director/Board Member | |
| University of Dayton | College/University | Undergraduate Degree Masters Business Admin | |
| PAYA HOLDINGS INC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
CapFinancial Holdings, Inc.
 CapFinancial Holdings, Inc. Financial ConglomeratesFinance CapFinancial Holdings, Inc. operates as an investment holding firm. The company is headquartered in Doylestown, PA. | Financial Conglomerates | Director/Board Member Director/Board Member | |
RevSpring, Inc.
 RevSpring, Inc. Packaged SoftwareTechnology Services RevSpring, Inc. engages in the design and development of consumer communications and billing solutions. The firm offers healthcare revenue cycle management solutions such as payment communication and payment technologies; accounts receivable management solutions for banking, government, and telecommunications industries; and related consulting services. The company was founded in 1981 and is headquartered in Nashville, TN. | Packaged Software | Director/Board Member Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Dash Financial Technologies LLC
 Dash Financial Technologies LLC Investment Banks/BrokersFinance Dash Financial Technologies LLC engages in the provision of trading technologies, execution services, analytics tools, and regulatory technologies to the institutional trading community. Its services include BrokerPoint, BLAZE, SENSOR suite, equity algorithmic suite, and solutions for FINRA regulatory notices. The company was founded by Peter Maragos and David Karat on January 29, 2008 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
| Northern Kentucky University | College/University | Graduate Degree Graduate Degree | |
Lind Capital Partners Municipal Credit Income Fund
 Lind Capital Partners Municipal Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Lind Capital Partners Municipal Credit Income Fund operates as a closed-end management investment company. It seeks to generate high current income from investments in municipal securities exempt from federal income tax and capital preservation. It invests in the following sectors: senior living, education, healthcare, economic development, public utilities, resource recovery, transportation, housing, and special taxing districts. The company was founded by Jon Robert Lind Jr. and David Mansfield Murdoch Jr. on May 12, 2021 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Secretary | |
Allspring Global Investments Holdings LLC
 Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member Director/Board Member | |
| Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Corporate Officer/Principal Chief Executive Officer | |
AST Fund Solutions LLC
 AST Fund Solutions LLC Information Technology ServicesTechnology Services AST Fund Solutions LLC provides solicitation and personalized services. Thwe company is headquartered in Lyndhurst, NJ. | Information Technology Services | Corporate Officer/Principal Corporate Officer/Principal | |
Cornerstone Advisors LLC (North Carolina)
 Cornerstone Advisors LLC (North Carolina) Investment ManagersFinance Cornerstone Advisors LLC (CAL) is an independent registered investment adviser headquartered in Asheville, North Carolina. The firm provides investment advisory services to their clients. | Investment Managers | President Compliance Officer | |
| The University of Texas at Austin | College/University | Masters Business Admin | |
Stewart Title Guaranty Co.
 Stewart Title Guaranty Co. Specialty InsuranceFinance Stewart Title Guaranty Co. provides title insurance and related information services. It offers post-closing lender services, mortgage default management solutions, automated county clerk land records, property ownership mapping, geographic information systems, property information reports, flood certificates, document preparation, background checks and expertise in tax-deferred exchanges. The company was founded by Maco Stewart in 1893 and is headquartered in Houston, TX. | Specialty Insurance | Corporate Officer/Principal | |
| Walsh University | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| Christian Brothers University | College/University | Undergraduate Degree | |
Stewart Title Co.
 Stewart Title Co. Specialty InsuranceFinance Stewart Title Co. provides title insurance services to real estate agents, brokers, lenders, and developers in the United States. It also provides property ownership mapping, flood certificates, tax deferred exchanges, document preparation, and background checking services. The company was founded in 1893 and is headquartered in Houston, TX. | Specialty Insurance | Corporate Officer/Principal | |
Greater Houston Partnership Inc
 Greater Houston Partnership Inc Investment Trusts/Mutual FundsMiscellaneous Greater Houston Partnership operates as a place for community-minded business leaders who want to be involved in Houston''s positive growth and influence the direction. The company was founded in 1840 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Director/Board Member | |
| STABILIS SOLUTIONS, INC. | Oil & Gas Production | Director/Board Member | |
| Purdue University | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Undergraduate Degree | |
| Hofstra University | College/University | Undergraduate Degree |
Statistics
International
| United States | 47 |
| United Kingdom | 2 |
Sectoral
| Finance | 15 |
| Consumer Services | 14 |
| Miscellaneous | 8 |
| Technology Services | 7 |
| Commercial Services | 4 |
Operational
| Director/Board Member | 105 |
| Corporate Officer/Principal | 58 |
| Undergraduate Degree | 27 |
| Independent Dir/Board Member | 23 |
| President | 20 |
Most connected contacts
| Insiders | |
|---|---|
| Collin Edward Roche | 42 |
| Mike S. Hollander | 15 |
| Kalen James McConnell | 13 |
| Robert Dean | 12 |
| Timothy Gavin | 11 |
| Matthew Morris | 11 |
| Edwin Meese | 11 |
| Andrew A. Strauss | 10 |
| Frank J. Maresca | 9 |
| Glenn W. Wilcox | 9 |
| Robert A. Goering | 8 |
| Scott B. Rogers | 7 |
| Ralph Bradshaw | 7 |
| Dina Tantra | 7 |
| Marcia E. Malzahn | 6 |
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