Paul Schott Stevens
Chief Executive Officer at Investment Company Institute
Network origin in Paul Schott Stevens first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
70
| Non-Profit Organization | Miscellaneous Commercial Services | 70 |
International Investment Funds Association
 International Investment Funds Association Investment ManagersFinance International investment funds association provides investment Management services. The firm specializes in international association of investment associations. The company is headquartered in Toronto, Canada.
13
| Private Company | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Paul Schott Stevens via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal Chairman Chief Executive Officer | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal President | |
| TEMPLETON DRAGON FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Director of Finance/CFO | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Chief Operating Officer Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
| Independent Directors Council | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | ||
| Boston College | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 Masters Business Admin Undergraduate Degree | |
| University of Connecticut | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | President Corporate Officer/Principal Director of Finance/CFO | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Director/Board Member Director/Board Member Undergraduate Degree | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Chief Operating Officer Sales & Marketing Corporate Officer/Principal | |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer General Counsel Director of Finance/CFO | |
| INVESCO PLC (CAN) | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Chairman Chief Executive Officer | |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Investment Banks/Brokers | Corporate Officer/Principal Chairman Corporate Officer/Principal | |
| University of Notre Dame | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
| VIRTUS INVESTMENT PARTNERS, INC. | Investment Managers | Chief Executive Officer General Counsel Corporate Officer/Principal | |
| Brown University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
| Iowa State University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
National Investment Co. Service Association
 National Investment Co. Service Association Miscellaneous Commercial ServicesCommercial Services National Investment Co. Service Association operates an investment management association. The non-profit company is based in Marlborough, MA. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Nuveen Securities LLC
 Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Investment Managers | Corporate Officer/Principal Chief Executive Officer | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Sales & Marketing | |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Financial Conglomerates | Corporate Officer/Principal Human Resources Officer | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Principal Mutual Fund
 Principal Mutual Fund Investment ManagersFinance Part of Principal Financial Group, Inc., Principal Mutual Fund is an Indian company that manages mutual funds. The company is based in Mumbai, India and was founded in 2000. | Investment Managers | Director/Board Member President | |
Lord Abbett Special Situations Income Fund
 Lord Abbett Special Situations Income Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Special Situations Income Fund operates as an interval fund. It is a non-diversified, closed-end management investment firm. Its investment objective is total return and capital appreciation. The company was founded in 2021 and is headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Lord Abbett Credit Opportunities Fund
 Lord Abbett Credit Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Lord Abbett Credit Opportunities Fund is a closed-end management investment company that continuously offers its common shares and is operated as an interval fund. The company was founded on September 18, 2018 and is Headquartered in Jersey City, NJ. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Oppenheimer Acquisition Corp.
 Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY. | Finance/Rental/Leasing | Director/Board Member Chief Executive Officer | |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member Director/Board Member | |
AB Large Cap Growth Fund, Inc.
 AB Large Cap Growth Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous AB Large Cap Growth Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is long-term growth of capital. The Fund invests primarily in equity securities of a limited number of large, carefully selected, high-quality U.S. companies. The Fund will invest at least 80% of its net assets in common stocks of large-capitalization companies. The company is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
| DUFF & PHELPS UTILITY AND INFRASTRUCTURE FUND INC. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal |
Statistics
International
| United States | 49 |
| India | 2 |
Sectoral
| Finance | 19 |
| Miscellaneous | 17 |
| Consumer Services | 12 |
| Commercial Services | 4 |
Operational
| Director/Board Member | 869 |
| Corporate Officer/Principal | 266 |
| President | 259 |
| Chief Executive Officer | 210 |
| Chairman | 168 |
Most connected contacts
| Insiders | |
|---|---|
| John Amboian | 164 |
| Tom Schreier | 93 |
| Martin Flanagan | 73 |
| George Aylward | 49 |
| Art Steinmetz | 47 |
| Mary Bush | 44 |
| Cynthia Hostetler | 38 |
| Bruce Duncan | 37 |
| Mellody Hobson | 33 |
| Edward Bernard | 32 |
| William Bradley | 31 |
| Thomas Jones | 30 |
| Patrick P. Coyne | 30 |
| Nimish Sanjay Bhatt | 28 |
| Ede Holiday | 27 |
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