Joanna M. Catalucci
Compliance Officer at GUGGENHEIM TAXABLE MUNICIPAL BOND & INVESTMENT GRADE DEBT TRUST
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Amy Lee | F | 63 |
Guggenheim Investments, Inc.
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.
Guggenheim Energy & Income Fund
 Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
 Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | 19 years |
| John Louis Sullivan | M | 69 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | 14 years |
| Ronald Toupin | M | 66 |
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 19 years |
| Brian Edward Binder | M | 52 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 6 years |
| Randall Barnes | M | 73 |
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 20 years |
| Ronald Nyberg | M | 71 |
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 19 years |
| Thomas Lydon | M | 64 |
Guggenheim Investments, Inc.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 19 years |
| Donald A. Chubb | M | 78 |
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 11 years |
| Jerry B. Farley | M | 78 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | 10 years |
| Maynard F. Oliverius | M | 81 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | 11 years |
| James Howley | M | 52 |
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.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Investments, Inc.
| 9 years |
| Robert B. Karn | M | 82 |
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL.
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 14 years |
| Donald Christopher Cacciapaglia | M | 73 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL.
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. | 12 years |
| Sandra Sponem | F | 66 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 19 years |
| Angela Brock-Kyle | F | 65 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL. | 19 years |
| Mark Mathiasen | M | 46 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | 17 years |
| Roman Friedrich | M | 78 |
Guggenheim Energy & Income Fund
Guggenheim Energy & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Energy & Income Fund is a closed-end investment fund. It is a non-diversified, non-traded management investment company. Its objectives are to provide high income and seek capital appreciation. The company was founded on April 28, 2015 and is headquartered in Chicago, IL.
Guggenheim Floating Rate & Income Fund
Guggenheim Floating Rate & Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Floating Rate & Income Fund is a newly-organized, diversified, closed-end management investment company. The Fund's objective is to provide a high level of current income while maximizing total return. It invests at least 80% of its assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities and floating rate unsecured loans. The company offers opportunities for investors seeking an alternative to traditional fixed-income securities that may help hedge interest rate and inflation exposure. Guggenheim Floating Rate & Income Fund was founded on October 24, 2013 and is headquartered in Lisle, IL. | 11 years |
| Matthew S. Bloom | M | 46 |
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. | 7 years |
| Marc Goodman | M | 76 |
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. | 9 years |
| Peter Roth | M | 64 |
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. | 9 years |
| Francis Ken Duane | M | 67 |
Merrimack College
| - |
| Isaac Boyd | M | - |
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. | 13 years |
| Kimberly Saturley | F | - |
Merrimack College
| - |
| Evan Einstein | M | - |
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. | 14 years |
| Steven H. Brown | M | - |
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. | 14 years |
| Burak Hurmeydan | M | - |
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. | 13 years |
| Dennis Leonard | M | 68 |
Merrimack College
| - |
| Phil Arcidi | M | - |
Merrimack College
| - |
| Bryan Stone | M | 45 | 3 years | |
| Kevin Lucey | M | 57 |
Merrimack College
| 9 years |
| Francis E. Girard | M | 83 |
Merrimack College
| - |
| Karen Cambray | F | - |
Merrimack College
| - |
| Jane Walsh | F | 70 |
Merrimack College
| - |
| Joseph D. Calderone | M | 75 |
Merrimack College
| - |
| Michael Ohanian | M | - |
Merrimack College
| - |
| Christopher L. Phalen | M | - |
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. | 13 years |
| Thomas C. Siekman | M | 82 |
Merrimack College
| - |
| James P. Regan | M | 83 |
Merrimack College
| - |
| Reverend Donald Francis Reilly | M | 76 |
Merrimack College
| - |
| Adam James Bloch | M | - |
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. | 12 years |
| Marybeth McInnis | F | 61 |
Merrimack College
| 16 years |
| Karleen Oberton | F | 54 |
Merrimack College
| - |
| Andrea Robertson | F | 66 |
Merrimack College
| - |
| Kevin Rhodes | M | 55 |
Merrimack College
| - |
| John Harris | M | 63 |
Merrimack College
| - |
| Spencer Crane | M | - |
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. | 12 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ryan Andreas Harder | M | - |
Rydex Advisors LLC
 Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 7 years |
| Cielo M. Ordonez | F | - |
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. | 3 years |
| Michael Byrum | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 18 years |
| Paul S. Saint-Pierre | M | 70 |
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. | 4 years |
| Mike Dellapa | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 11 years |
| Michael Guss | M | - |
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. | 1 years |
| Stevens T. Kelly | M | 42 | - | |
| Mathew Blackman | M | - |
Guggenheim Investments, Inc.
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. | 7 years |
| Eric Rosenblatt | M | 41 |
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. | 8 years |
| Brian Williams | M | - |
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. | - |
| Richard Philip Toole | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | - |
| Thomas Michael Matteini | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 8 years |
| Matthew Wu | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 10 years |
| Derek Maltbie | M | 52 |
Guggenheim Investments, Inc.
| - |
| Christi Fletcher | F | - |
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. | 6 years |
| Andrew Eskelsen | M | - |
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. | 2 years |
| Michael Ellis | M | - |
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. | 1 years |
| Rehana S. Farrell | F | 53 |
Guggenheim Investments, Inc.
| 2 years |
| Michael Henry Povemba | M | - |
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. | 2 years |
| John Patrick Mulroy | M | - |
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. | 8 years |
| Richard M. Goldman | M | 63 |
Guggenheim Investments, Inc.
| 1 years |
| Yon S. Perullo | M | - |
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. | 5 years |
| David Whittall | M | - |
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. | - |
| Nikolaos Bonos | M | 61 |
Rydex Fund Services LLC
 Rydex Fund Services LLC Investment ManagersFinance Rydex Fund Services LLC engages in transfer agency, accounting, compliance, and information technology services. The company was founded in 1993 and is headquartered in Rockville, MD. | 5 years |
| Ole Jakob Wold | M | - |
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. | - |
| Kimberly J. Scott | F | - |
Guggenheim Investments, Inc.
| - |
| Ann E. Edgeworth | F | 63 | - | |
| Kamal Jafarnia | M | 57 |
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. | 3 years |
| Kevin Hans Gundersen | M | 47 |
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. | 4 years |
| Kris Robbins | M | 65 |
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. | - |
| John D. Boich | M | - |
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. | - |
| Troy Showalter | M | - |
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. | - |
| Larry Lee Shank | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 10 years |
| James Raymond King | M | - |
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. | - |
| Anne Ruff | F | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | - |
| Jason Edwin Long | M | - |
Security Global Investors LLC
 Security Global Investors LLC Investment ManagersFinance Security Global Investors LLC is a registered investment advisor firm headquartered in San Francisco. The firm is also known as Rydex/SGI. They are a subsidiary of the Security Benefit Group of Cos. and their ultimate parent is Guggenheim Capital LLC | - |
| Jon Connor | M | - |
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. | 1 years |
| Mark Kress | M | - |
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. | - |
| Jerome Abernathy | M | - |
Rydex Advisors LLC
Rydex Advisors LLC Investment ManagersFinance Founded in 1993, Rydex Advisors LLC, formerly PADCO Advisors, Inc., is registered investment advisor and mutual fund manager located in Rockville, Maryland. The firm is a subsidiary of the Security Benefit Group of Companies and their ultimate parent is Guggenheim Capital LLC, which acquired the firm in August 2010. Rydex Advisors is also known as Rydex Investments. The firm manages over 80 mutual funds and ETF products. | 2 years |
| John Palmer | M | 39 |
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. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 86 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Joanna M. Catalucci
- Personal Network
