Network origin in Timothy Stephen Henry first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
First Trust Advisors LP
 First Trust Advisors LP Investment ManagersFinance First Trust Advisors LP (FTA) is a SEC-registered investment advisor headquartered in Wheaton, Illinois. The firm was founded in 1991 and is a direct subsidiary of Grace Partners of Dupage LP. Their general partner is The Charger Corp. FTA provides discretionary investment management services to institutional and individual clients who principally include open and closed-end mutual funds, collective investment funds (CIFs), exchange-traded funds, variable annuity sub-accounts and funds in countries other than the US. Investment management services are offered to individual clients through separate managed accounts (SMAs), either directly or through wrap fee programs sponsored by unaffiliated investment advisors.
30
| Subsidiary | Investment Managers | 30 |
Wheaton College (Illinois)
19
| College/University | Other Consumer Services | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Timothy Stephen Henry via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MACQUARIE/FIRST TRUST GLOBAL INFRASTRUCTURE/UTILITIES DIVIDEND & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INCOME AND GROWTH FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN GLOBAL OPPORTUNITY INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST MORTGAGE INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST/ABRDN EMERGING OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST SPECIALTY FINANCE AND FINANCIAL OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
First Trust Global Equity Dividend Fund
 First Trust Global Equity Dividend Fund Investment ManagersFinance First Trust Global Equity Dividend Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 12, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
First Trust Global Resource Solution Fund
 First Trust Global Resource Solution Fund Investment ManagersFinance First Trust Global Resource Solution Fund is a closed-end management investment company. The fund's primary investment objective is to seek current income. Its secondary objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
First Trust Strategic Allocation Fund
 First Trust Strategic Allocation Fund Investment ManagersFinance First Trust Strategic Allocation Fund is a closed-end management investment company. Its primary investment objective is to seek current income. The fund's secondary investment objective is capital appreciation. The company was founded on October 10, 2011 and is headquartered in Wheaton, IL | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| FIRST TRUST MLP AND ENERGY INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | Investment Trusts/Mutual Funds | Chairman Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Fixed Income | |
| George Washington University | College/University | Graduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
First Trust Portfolios LP
 First Trust Portfolios LP Investment ManagersFinance Part of AJM Ventures LLC, First Trust Portfolios LP is a financial services company based in Wheaton, IL. The company offers a range of investment products, including unit investment trusts, exchange-traded funds, mutual funds, and closed-end funds. The company's website provides research and commentary on available portfolios, asset allocation, and advanced portfolio searches. The company also offers target outcome investments, variable annuities, and structured investments. First Trust Portfolios is not ranked in any publication lists like the INC 5000. | Investment Managers | Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal | |
Invesco Capital Management LLC
 Invesco Capital Management LLC Investment ManagersFinance Invesco Capital Management LLC (ICM) is a SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded in 2003 and was formerly known Invesco PowerShares Capital Management LLC. They are a direct subsidiary of Invesco Group Services, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ICM serves as the investment adviser to the exchange-traded funds. | Investment Managers | Head-Equity Investments Director of Research - Equity Portfolio Manager-Equities Corporate Officer/Principal | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
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 | |
| DePaul University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| Eastern Illinois University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| Northern Illinois University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Corporate Officer/Principal Institutional Sales Analyst-Fixed Income | |
| GUGGENHEIM ENHANCED EQUITY INCOME FUND | Investment Trusts/Mutual Funds | President Corporate Officer/Principal | |
PT Asset Management LLC (Illinois)
 PT Asset Management LLC (Illinois) Investment ManagersFinance PT Asset Management LLC (PTAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Berg in 2008 and formerly known as Performance Trust Investment Advisors LLC. They are majority-owned and controlled by PTAM Holdings LLC and minority-owned by certain senior employees. PTAM provides discretionary investment management and advisory services to mutual funds and separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Head-Equity Investments Portfolio Manager-Equities | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
First Trust Skybridge Income Fund
 First Trust Skybridge Income Fund Financial ConglomeratesFinance First Trust Skybridge Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek a high level of current income. The company was founded on March 3, 2020 and is headquartered in Wheaton, IL. | Financial Conglomerates | Chairman Corporate Officer/Principal | |
| FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Chairman Corporate Officer/Principal | |
GCM Customized Fund Investment Group LP
 GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group LP (GCM Customized Fund Investment Group) is a private equity subsidiary of Grosvenor Capital Management LP founded in 1999. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director/Board Member |
Statistics
International
| United States | 51 |
Sectoral
| Miscellaneous | 26 |
| Finance | 18 |
| Consumer Services | 9 |
Operational
| Corporate Officer/Principal | 102 |
| Undergraduate Degree | 45 |
| Chairman | 31 |
| President | 30 |
| Portfolio Manager-Fixed Income | 22 |
Most connected contacts
| Insiders | |
|---|---|
| James Bowen | 38 |
| Daniel Lindquist | 31 |
| John Thomas Futrell | 20 |
| Derek Maltbie | 11 |
| Timothy Patrick Sullivan | 9 |
| Peter Hubbard | 8 |
| Christopher Manaro | 8 |
| Peter J. Fasone | 8 |
| Johnathan Wilhelm | 8 |
| Frank Nicodem | 7 |
| Thomas Myhre | 7 |
| Eric Maisel | 7 |
| Evan Ellsworth | 6 |
| Colin Plunkett | 6 |
| Rob Guttschow | 6 |
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