Christopher L. Phalen
Analyst-Equity at Security Investors LLC
Network origin in Christopher L. Phalen first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Kansas
150
| College/University | Other Consumer Services | 150 |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts.
43
| Subsidiary | Investment Managers | 43 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Christopher L. Phalen via their personal network
Company | Sector | Related people | Main position |
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STIFEL FINANCIAL CORP. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
AngelPoints LLC
AngelPoints LLC Packaged SoftwareTechnology Services AngelPoints LLC provides online corporate volunteer management solutions. Its services include account management, customer support, and professional services. The company was founded by Andrew Mercy in 2001 and is headquartered in Sausalito, CA. | Packaged Software | Sales & Marketing | |
Zillow, Inc.
Zillow, Inc. Commercial Printing/FormsCommercial Services Zillow, Inc. provides online real estate services. It buys, sells, rents, finances, and remodels homes. The company was founded in 2006 and is headquartered in Seattle, WA. | Commercial Printing/Forms | Corporate Officer/Principal | |
Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
Guggenheim Credit Income Fund 2016 T
Guggenheim Credit Income Fund 2016 T Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund 2016 T operates as a non-diversified closed-end management investment company. It intends to meet its investment objectives by investing primarily in privately-negotiated, loans to private middle market U.S. companies. The company was founded in September 5, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Guggenheim Credit Income Fund
Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Irdeto Access BV
Irdeto Access BV Information Technology ServicesTechnology Services Irdeto Access BV provides digital data security services in Digital TV, IPTV and mobile environments. The company offers hardware and software-based solutions for digital content protection. Its solutions are deployed in security applications, including pay-media, telco, mobile and government environments. Irdeto Access was founded in 1968 and is headquartered in Hoofddorp, the Netherlands. | Information Technology Services | Chief Operating Officer | |
Massachusetts Institute of Technology | College/University | Doctorate Degree Graduate Degree | |
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 | Graduate Degree Masters Business Admin | |
DePaul University | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Guggenheim Partners LLC
Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Investment Managers | Director/Board Member Chief Investment Officer Director/Board Member | |
North Sky Capital LLC
North Sky Capital LLC Investment ManagersFinance North Sky Capital LLC (North Sky Capital) is a private equity firm. The firm is headquartered in Wayzata, Minnesota. | Investment Managers | Private Equity Analyst | |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Investment Managers | Chief Investment Officer Investment Committee Member Portfolio Manager-Fixed Income Head-Equity Investments Chief Investment Officer Portfolio Manager-Equities Corporate Officer/Principal Investment Committee Member Head-Fixed Income Invts Portfolio Manager-Equities Portfolio Manager-Equities | |
Bill, Hillary & Chelsea Clinton Foundation
Bill, Hillary & Chelsea Clinton Foundation Services to the Health IndustryHealth Services Bill, Hillary & Chelsea Clinton Foundation engages in the provision of emergency relief services. It focuses on worldwide issues that demand urgent action, solutions and measurable results - global climate change, Human Immune deficiency/ Acquired Immune Deficiency Syndrome in the developing world, childhood obesity and economic opportunity in the United States and economic development in Africa and Latin America. The company was founded by William Jefferson Clinton in September 2005 and is headquartered in New York, NY. | Services to the Health Industry | Consultant / Advisor | |
Andersen Consulting (Minnesota) | Corporate Officer/Principal Corporate Officer/Principal | ||
SKC Communication Products LLC
SKC Communication Products LLC Packaged SoftwareTechnology Services SKC Communication Products LLC provides communications technology solutions. It offers wireless-aruba networks, headsets, voice, video collaboration and AV integration. The firm’s services include support, managed, professional and conferencing services. The company was founded by Paul Ammeen in 1986 and is headquartered in Shawnee, KS. | Packaged Software | Chairman Chief Operating Officer | |
University of Kansas School of Law | College/University | Graduate Degree Graduate Degree | |
Haakon Capital LLC
Haakon Capital LLC Investment ManagersFinance Haakon Capital LLC is a private equity firm founded in 2006 by William Thomas Grant II and William Thomas Grant III. The firm is headquartered in Kansas, Missouri. | Investment Managers | Private Equity Investor Private Equity Investor | |
Guggenheim Funds Investment Advisors LLC
Guggenheim Funds Investment Advisors LLC Investment ManagersFinance Guggenheim Funds Investment Advisors LLC (Guggenheim Funds) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Guggenheim Funds Services LLC, ultimately owned by Guggenheim Capital LLC. Guggenheim Funds provides asset management and investment advisory services to insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Bay Area Community Resources | Director/Board Member | ||
Verb, Inc.
Verb, Inc. Miscellaneous Commercial ServicesCommercial Services Verb, Inc. provides online community for social impact. It offers ready-made programs. The company was founded by Suzi Sosa and Thomas Joseph Meredith in 2013 and is headquartered in Austin, TX. | Miscellaneous Commercial Services | Consultant / Advisor | |
Edgehill Venture Partners LLC
Edgehill Venture Partners LLC Investment ManagersFinance Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas. | Investment Managers | Founder Consultant / Advisor | |
C-LINK SQUARED LIMITED | Miscellaneous Commercial Services | Chief Executive Officer Founder | |
Box.Org | Private Equity Investor | ||
Snyk Ltd.
Snyk Ltd. Packaged SoftwareTechnology Services Snyk Ltd. engages in the provision of software services. It offer Synk open source, container, infrastructure as code, intel vulnerability, and licensed compliance management. The company was founded by Guy Podjarny, Danny Grander and Assaf Hefetz and is headquartered in Reading, the United Kingdom. | Packaged Software | Corporate Officer/Principal | |
Growing Real Opportunities In The Workforce
Growing Real Opportunities In The Workforce Miscellaneous Commercial ServicesCommercial Services Growing Real Opportunities In The Workforce (GROW) is a non-profit organization that focuses on helping under-resourced youth aged 14-25 to find career direction. GROW trains educators to provide interactive classes in career exploration to students across the country, with the aim of empowering them with career readiness. The organization offers a one-day training and online platform to educators, providing them with all the necessary tools to implement the curriculum in their schools or non-profit organizations. Teachers can be quickly onboarded and are able to deliver the curriculum the day after training. | Miscellaneous Commercial Services | Director/Board Member | |
Vital (America), Inc.
Vital (America), Inc. Office Equipment/SuppliesProducer Manufacturing Vital (America), Inc. is a private company that manufactures and wholesales writing instruments and desk accessories. The company is based in Ontario, CA. | Office Equipment/Supplies | Private Equity Investor | |
Sequin, Inc.
Sequin, Inc. Packaged SoftwareTechnology Services Sequin, Inc. is a company that specializes in helping other companies utilize virtual production to create high-quality content in a shorter amount of time. The company is based in Glastonbury, CT. Robert DeFranco has been the CEO of the company since 2019. The company's team of experts simplifies the complex process of virtual production, augmented reality, and LED Wall projects to deliver impactful results. The company offers a free application called SequinAR Virtual Control for Unreal Engine that allows users to visualize and control their content at runtime. | Packaged Software | Director/Board Member | |
One World Impact Investments LLC
One World Impact Investments LLC Investment ManagersFinance One World Impact Investments LLC (One World Impact Investments) is a venture capital firm founded in 2015 by Scott Saslow and Angelina Mertens. The firm is headquartered in Palo Alto, California. | Investment Managers | Consultant / Advisor |
Statistics
International
United States | 42 |
Netherlands | 2 |
Malaysia | 2 |
United Kingdom | 2 |
Sectoral
Finance | 18 |
Consumer Services | 10 |
Technology Services | 7 |
Commercial Services | 5 |
Miscellaneous | 4 |
Operational
Director/Board Member | 187 |
Corporate Officer/Principal | 142 |
Undergraduate Degree | 94 |
Portfolio Manager-Equities | 59 |
Chief Executive Officer | 57 |
Most connected contacts
Insiders | |
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David Burgstahler | 52 |
Brian Edward Binder | 32 |
David Peacock | 24 |
W. Coyle | 22 |
Bryan Breckenridge | 20 |
Jeffrey Stowell | 19 |
Scott Minerd | 18 |
Sarah Marie Harmon | 15 |
Jerome Abernathy | 15 |
Grant Moise | 14 |
Farhan Sharaff | 13 |
Fred Coulson | 12 |
Michael Byrum | 12 |
Jun Bao | 12 |
Patrick Quinlan | 10 |
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