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Network origin in Mark Swaringen first degree
Entity | Entity type | Industry | |
---|---|---|---|
SteelPath Fund Advisors LLC
![]() SteelPath Fund Advisors LLC Investment ManagersFinance Founded in 2009, SteelPath Fund Advisors LLC is a registered investment advisor located in Dallas, Texas. The firm provides access to energy infrastructure Master Limited Partnerships (MLPs) through a suite of MLP mutual funds. Their clients include individuals, financial advisors and institutional investors. The firm was formed as the result of the spin-off of Alerian's asset management business. In 2010, SteelPath Fund Advisors launched the first open-end mutual funds that focus on investments in energy infrastructure MLPs. The firm manages the SteelPath MLP Income Fund (MLPDX), the SteelPath MLP Select 40 Fund (MLPFX) and the SteelPath MLP Alpha Fund (MLPAX). The SteelPath Funds are distributed by UMB Distribution Services LLC. SteelPath Funds Advisors is affiliated with SteelPath Capital Management LLC, a Dallas-based registered investment advisor that was founded in 2004. SteelPath Capital Management manages separate account MLP portfolios for financial advisors with high net-worth clients.
6
| Extinct | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mark Swaringen via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal | |
Trammell Crow Co. LLC
![]() Trammell Crow Co. LLC Real Estate DevelopmentFinance Trammell Crow Co. provides commercial real estate services. The company delivers brokerage, project management, and building management services through its global services group. The company operates in Canada, Europe, Asia-Pacific, and Latin/South America. The company was founded in 1948 and is headquartered in Dallas, TX. | Real Estate Development | 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 | Director of Research - Equity Portfolio Manager-Equities | |
Cushing Asset Management LP
![]() Cushing Asset Management LP Investment ManagersFinance Cushing Asset Management LP is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2003 and they are a wholly-owned subsidiary of Swank Capital LLC. Cushing Asset Management provides investment management services on a discretionary basis to high net-worth individuals and institutional investors through Private Funds, Mutual Funds, ETFs, Closed-End Funds and Managed Accounts. They also offer discretionary investment management services as part of various wrap fee programs offered by investment advisers/broker-dealers. | Investment Managers | Portfolio Manager-Equities | |
Steelpath Energy Infrastructure Investment Co.
![]() Steelpath Energy Infrastructure Investment Co. Investment Trusts/Mutual FundsMiscellaneous Steelpath Energy Infrastructure Investment Co. is a closed-end, non-diversified management investment company. The company's investment objective is to generate a high level of current income, with a focus on capital preservation and inflationary growth primarily through debt and equity investments. The trust was founded in August 2010 and is headquartered in Dallas, TX. | Investment Trusts/Mutual Funds | Treasurer Corporate Secretary | |
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 | |
University of Pennsylvania | 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 | |
Georgia Institute of Technology | College/University | Graduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin | |
Indiana University | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
University of Arizona | College/University | Masters Business Admin | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Swank Capital LLC
![]() Swank Capital LLC Investment ManagersFinance Swank Capital LLC is an independent investment advisory firm headquartered in Dallas, Texas. The firm was founded by Jerry Swank in 2001 and provides investment advice to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
OFI Steelpath, Inc.
![]() OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients. | Investment Managers | Director of Research - Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
Comerica Bank (Dallas, Texas)
![]() Comerica Bank (Dallas, Texas) Regional BanksFinance Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008. | Regional Banks | Corporate Officer/Principal | |
Tepper School of Business | College/University | Masters Business Admin | |
UBS Investment Bank (US)
![]() UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Kellogg School of Management | College/University | Masters Business Admin | |
Clearstream Capital LLC
![]() Clearstream Capital LLC Investment ManagersFinance Clearstream Capital LLC (Clearstream Capital) is a private equity firm founded in 2017 by Andrew W. Ward. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
US Air Force | Sovereign | Corporate Officer/Principal | |
RBC Capital Markets, Inc.
![]() RBC Capital Markets, Inc. Investment ManagersFinance Part of Royal Bank of Canada, RBC Capital Markets, Inc. provides investment advice. The company is based in Albany, NY. | Investment Managers | Corporate Officer/Principal | |
Prudential Capital Group | Financial Conglomerates | Corporate Officer/Principal |
Statistics
International
United States | 29 |
Sectoral
Finance | 17 |
Consumer Services | 10 |
Producer Manufacturing | 2 |
Miscellaneous | 2 |
Government | 2 |
Operational
Portfolio Manager-Equities | 14 |
Corporate Officer/Principal | 10 |
Analyst-Equity | 9 |
Director of Research - Equity | 5 |
Undergraduate Degree | 5 |
Most connected contacts
Insiders | |
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Brian Watson | 12 |
Stuart Cartner | 10 |
Kenny T. K. Feng | 7 |
Erin Paul Moyer | 7 |
Sean David Wells | 6 |
Casey Wolf | 4 |
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