Jerry Rutledge
Director/Board Member at CLOUGH GLOBAL DIVIDEND AND INCOME FUND
Network origin in Jerry Rutledge first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Colorado
336
| College/University | Other Consumer Services | 336 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 28 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 28 | |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 27 | |
American National Bank & Trust (Texas)
 American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc.
12
| Subsidiary | Investment Managers | 12 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 11 | |
Financial Investors Trust
8
| Umbrella Fund | Investment Trusts/Mutual Funds | 8 |
University of Colorado Hospital
2
| College/University | Other Consumer Services | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jerry Rutledge via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
| LIBERTY ALL-STAR EQUITY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director of Finance/CFO Director/Board Member Compliance Officer Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Treasurer Corporate Secretary Compliance Officer Treasurer | |
| The Caldwell & Orkin Funds, Inc. | Investment Trusts/Mutual Funds | Compliance Officer Compliance Officer Corporate Secretary | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
ALPS Fund Services, Inc.
 ALPS Fund Services, Inc. Investment ManagersFinance ALPS Fund Services, Inc. provides asset servicing and asset management solutions to the investment management industry. The firm’s services include compliance, fund accounting, tax administration, audit process, and portfolio solutions. The company was founded by W. Robert Alexander and Art Lucey in June 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member President Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor General Counsel General Counsel Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal Comptroller/Controller/Auditor General Counsel General Counsel | |
| Clough Funds Trust | Investment Trusts/Mutual Funds | Director/Board Member President Compliance Officer President Compliance Officer Treasurer Director/Board Member Corporate Secretary Corporate Secretary Director/Board Member Director/Board Member Treasurer Corporate Secretary | |
| REAVES UTILITY INCOME FUND | Investment Trusts/Mutual Funds | President President Director/Board Member Compliance Officer Corporate Officer/Principal Comptroller/Controller/Auditor Compliance Officer Compliance Officer Treasurer Chairman Corporate Secretary Corporate Secretary Corporate Secretary | |
| ALPS ETF Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Treasurer Compliance Officer Director/Board Member Director/Board Member Corporate Secretary Treasurer Compliance Officer Corporate Secretary | |
| RIVERNORTH OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | President Compliance Officer Treasurer Director of Finance/CFO Corporate Secretary Corporate Officer/Principal Corporate Secretary President Compliance Officer Treasurer | |
| LIBERTY ALL-STAR GROWTH FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Compliance Officer Director of Finance/CFO Comptroller/Controller/Auditor Compliance Officer Treasurer Corporate Secretary Compliance Officer Treasurer | |
| ALPS Variable Investment Trust | Director/Board Member Compliance Officer Compliance Officer Director/Board Member Treasurer Corporate Officer/Principal President Compliance Officer Treasurer Corporate Secretary | ||
ALPS Holdings, Inc.
 ALPS Holdings, Inc. Investment ManagersFinance ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO. | Investment Managers | Chief Executive Officer Director/Board Member Chief Executive Officer Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| ALPS ETF TRUST - ALERIAN MLP ETF | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Comptroller/Controller/Auditor Compliance Officer Director/Board Member Director/Board Member | |
| SRH TOTAL RETURN FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer Compliance Officer Compliance Officer Treasurer Compliance Officer Treasurer | |
ALPS Advisors, Inc.
 ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Chief Executive Officer Director/Board Member Compliance Officer Director of Research - Equity Corporate Officer/Principal | |
ALPS Portfolio Solutions Distributor, Inc.
 ALPS Portfolio Solutions Distributor, Inc. Investment Banks/BrokersFinance Alps Portfolio Solutions Distributor Inc. operates as a brokerage firm. It engages in buying and selling of securities such as stocks, bonds, and mutual funds. The company is headquartered in Denver, CO. | Investment Banks/Brokers | Director/Board Member President Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| ALPS Series Trust | Investment Trusts/Mutual Funds | Chairman Treasurer Compliance Officer Compliance Officer Corporate Secretary | |
Alps Distributors, Inc.
 Alps Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of SS&C Technologies Holdings, Inc., ALPS Distributors, Inc. provides distribution services. The private company is based in Beachwood, NJ. | Miscellaneous Commercial Services | Director/Board Member President Director/Board Member Corporate Officer/Principal | |
| Elevation ETF Trust | Chairman Treasurer Compliance Officer Director/Board Member | ||
| Paralel Technologies LLC | Chief Executive Officer Compliance Officer Corporate Officer/Principal Compliance Officer | ||
| ALPS ETF TRUST - ALPS REIT DIVIDEND DOGS ETF | Investment Trusts/Mutual Funds | Director/Board Member Treasurer Director/Board Member Director/Board Member | |
ALPS Funds Services, Inc.
 ALPS Funds Services, Inc. Investment Trusts/Mutual FundsMiscellaneous ALPS Funds Services, Inc. provides back office services for open and closed-end, and hedge funds. The firm provides administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency, and shareholders services. The company was founded by W. Robert Alexander in 1985 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
Bow River Asset Management LLC
 Bow River Asset Management LLC Investment ManagersFinance Bow River Capital Management LLC (Bow River Capital) is a private equity firm founded in 2003 by Blair E. Richardson, Bruno Darré, and Eric B. Wolf. The firm is headquartered in Denver Colorado. | Investment Managers | Private Equity Analyst Corporate Officer/Principal Founder | |
| Rivernorth Funds | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| FTAM Funds Distributor, Inc. | Director/Board Member Director/Board Member General Counsel | ||
| RIVERNORTH OPPORTUNISTIC MUNICIPAL INCOME FUND, INC. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Clough Capital Partners LP
 Clough Capital Partners LP Investment ManagersFinance Clough Capital Partners LP (Clough Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Charles (Chuck) I. Clough, Jr. in 2000. Clough Capital provides advisory services through various investment vehicles including institutional separate accounts, pooled funds and mutual funds (both open and closed end). | Investment Managers | Founder Portfolio Manager-Equities | |
| University of Colorado Boulder | College/University | Undergraduate Degree Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin Graduate Degree | |
Bow River Capital Evergreen Private Markets Fund
 Bow River Capital Evergreen Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO. | Investment Trusts/Mutual Funds | Chairman President | |
| RIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND INC. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
University of Colorado Foundation, Inc.
 University of Colorado Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services University of Colorado Foundation, Inc. provides financial support to charitable causes. It raises private funds from outside for support the University's strategic initiatives. The firm manages investments such as endowment funds and charitable trusts. The company was founded in 1967 and is headquartered in Boulder, CO | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Vedder Price PC
 Vedder Price PC Miscellaneous Commercial ServicesCommercial Services Vedder Price PC provides legal services. Its areas of practice include antitrust, construction, gaming, government, mergers and acquisitions. The company was founded in 1952 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The Colorado Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
| University of Idaho | College/University | Graduate Degree | |
| Iowa State University | College/University | Undergraduate Degree |
Statistics
International
| United States | 49 |
Sectoral
| Miscellaneous | 21 |
| Finance | 15 |
| Commercial Services | 6 |
| Consumer Services | 5 |
Operational
| Director/Board Member | 222 |
| Corporate Officer/Principal | 211 |
| Compliance Officer | 93 |
| Independent Dir/Board Member | 67 |
| Undergraduate Degree | 67 |
Most connected contacts
| Insiders | |
|---|---|
| Melanie H. Zimdars | 33 |
| Leo Mullin | 30 |
| Jeremy May | 28 |
| Ned Burke | 24 |
| George Hank Brown | 22 |
| Sareena Khwaja-Dixon | 21 |
| Kimberly R. Storms | 21 |
| Edward B. Collins | 19 |
| Jeremy Wyatt Deems | 19 |
| Rick Pederson | 19 |
| Christopher Moore | 19 |
| Lucas D. Foss | 17 |
| Theodore J. Uhl | 16 |
| Jill Kerschen | 16 |
| Clifford Weber | 15 |
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