Mike Shannon
President at Westchester Capital Management LLC
Network origin in Mike Shannon first degree
Entity | Entity type | Industry | |
---|---|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.
73
| Subsidiary | Investment Managers | 73 |
Merger Fund
23
| Mutual Fd-Open End | Investment Trusts/Mutual Funds | 23 |
Virtus Event Opportunities Trust
Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Event Opportunities Trust operates as an open-end management investment company that provides risk-adjusted returns with relative volatility in virtually all market environments. The fund invests in event-driven stocks of companies involved in publicly announced mergers, takeovers and other corporate reorganizations, asset sales or other divestitures, restructurings, re-financings, recapitalizations, reorganizations and other special situations. The company was founded in 2014 and is headquartered in Valhalla, NY.
21
| Umbrella Fund | Investment Trusts/Mutual Funds | 21 |
Westchester Capital Management LLC
Westchester Capital Management LLC Investment ManagersFinance Westchester Capital Management LLC (Westchester) is a SEC-registered investment advisor headquartered in Valhalla, New York. The firm was founded by Roy Behren and Michael Shannon in 2010 as the successor to Westchester Capital Management, Inc., a hedge fund manager that was originally formed in 1980 by William Green. In 2021, the firm was acquired by Virtus Investment Partners, Inc. (NASDAQ: VRTS). Westchester provides investment advice to registered investment companies. Their flagship fund is The Merger Fund®, which was launched in 1989.
6
| Subsidiary | Investment Managers | 6 |
Westchester Capital Management, Inc.
Westchester Capital Management, Inc. Investment ManagersFinance Founded in 1980 by William Green, Westchester Capital Management, Inc. is located in Valhalla, New York. The firm is also known as Green & Smith Investment Management LLC. In December 2010 the firm's investment portfolio was taken over by their successor firm, Westchester Capital Management LLC.
5
| Subsidiary | Investment Managers | 5 |
Westchester Capital Partners LLC
1
| Subsidiary | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Mike Shannon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
The Merger Fund VL | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Secretary Director/Board Member Compliance Officer Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
Virtus Investment Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member Corporate Officer/Principal | |
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Director/Board Member | |
Virtus Strategy Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Virtus Alternative Solutions Trust is an open-end, diversified management investment company. It is formed to invest primarily in securities to carry on such other business as the trustees may from time to time determine pursuant to their authority under the declaration of trust. The company was founded on October 21, 2013 and is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
Virtus Variable Insurance Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member President Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Director/Board Member | |
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
VIRTUS CONVERTIBLE & INCOME 2024 TARGET TERM FUND | Investment Trusts/Mutual Funds | President Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
VIRTUS CONVERTIBLE & INCOME FUND II | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Chairman Compliance Officer Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
Virtus Dividend Interest & Premium Strategy Fund | Investment Trusts/Mutual Funds | Chief Executive Officer Director of Finance/CFO Director/Board Member Director/Board Member Director/Board Member Director/Board Member General Counsel Director/Board Member Corporate Officer/Principal | |
VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Director/Board Member Chief Executive Officer Corporate Officer/Principal Chairman Compliance Officer General Counsel Chief Operating Officer Corporate Officer/Principal | |
DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Secretary Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Corporate Secretary Masters Business Admin Masters Business Admin Doctorate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
RidgeWorth Funds | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Chief Executive Officer | |
Stanford University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree Graduate Degree | |
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-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
DNP SELECT INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
DTF TAX-FREE INCOME 2028 TERM FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Corporate Secretary | |
University of Virginia | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal Director/Board Member | |
Virtus AllianzGI Smart Cities Fund Inc.
Virtus AllianzGI Smart Cities Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Virtus AllianzGI Smart Cities Fund Inc. operates as a mutual fund closed-end investment trust. The company is headquartered in Greenfield, MA. | Investment Trusts/Mutual Funds | Chief Executive Officer Treasurer Corporate Secretary | |
Virtus Allianzgi Closed-End Funds | Chief Executive Officer Director/Board Member Director/Board Member | ||
University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
THE PHOENIX COMPANIES, INC. | Life/Health Insurance | Chief Executive Officer Chief Investment Officer General Counsel | |
Virtus ETF Trust II | Chairman Compliance Officer Corporate Officer/Principal | ||
PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Council on Foreign Relations, Inc.
Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
PIMCO INCOME STRATEGY FUND | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
PIMCO STRATEGIC INCOME FUND, INC. | Investment Trusts/Mutual Funds | Chairman Director/Board Member |
Statistics
International
United States | 50 |
Morocco | 2 |
Sectoral
Miscellaneous | 32 |
Consumer Services | 12 |
Finance | 6 |
Commercial Services | 2 |
Operational
Director/Board Member | 504 |
Corporate Officer/Principal | 264 |
Independent Dir/Board Member | 185 |
President | 168 |
Undergraduate Degree | 81 |
Most connected contacts
Insiders | |
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Donald Burke | 152 |
Deborah DeCotis | 72 |
Sarah Cogan | 53 |
George Aylward | 49 |
Philip McLoughlin | 46 |
R. Walton | 42 |
F. Drummond | 32 |
William Bradley | 31 |
Brian Zino | 30 |
Christianna Wood | 28 |
Sidney Harris | 28 |
Nancy Engberg | 26 |
Jennifer S. Fromm | 26 |
Richard Smirl | 25 |
Geraldine McNamara | 24 |
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