Roman L. Weil
President at Roman L. Weil Associates, Inc.
Network origin in Roman L. Weil first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
MainStay Funds Trust
18
| Umbrella Fund | 18 | |
MainStay VP Funds Trust
18
| Umbrella Fund | Investment Trusts/Mutual Funds | 18 |
MainStay Funds
16
| Umbrella Fund | Investment Trusts/Mutual Funds | 16 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Roman L. Weil via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE MEGATRENDS TERM FUND | Investment Trusts/Mutual Funds | General Counsel Director of Finance/CFO Director/Board Member Compliance Officer Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Chief Administrative Officer Chief Executive Officer Compliance Officer | |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Sales & Marketing Chief Executive Officer Corporate Officer/Principal | |
New York Life Investment Management Holdings LLC
 New York Life Investment Management Holdings LLC Investment ManagersFinance Part of New York Life Insurance Co., New York Life Investment Management Holdings LLC provides investment advice. The company is based in New York, NY. Yie-Hsin Hung has been the CEO of the company since 2015. | Investment Managers | Corporate Officer/Principal Compliance Officer Chief Executive Officer Chief Operating Officer | |
| University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Chief Executive Officer Corporate Officer/Principal Director/Board Member | |
| Independent Directors Council | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
IndexIQ Active ETF Trust
 IndexIQ Active ETF Trust Investment Trusts/Mutual FundsMiscellaneous IndexIQ Active ETF Trust is an open-end management investment company. It invests in funds that take long positions to invest in the stocks of companies operating across diversified sectors. The company was founded on January 30, 2008 and is headquartered in Rye Brook, NY. | Investment Trusts/Mutual Funds | Chief Executive Officer Compliance Officer | |
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 Director/Board Member | |
| NYLIM Service Co. LLC | Chairman Chairman | ||
NYLIFE Distributors LLC
 NYLIFE Distributors LLC Investment Banks/BrokersFinance Part of New York Life Insurance Co., NYLIFE Distributors LLC is an asset manager with over $600 billion in assets under supervision. The company is based in Parsippany, NJ. NYLIFE Distributors provides investment solutions that help clients reach their goals through a long-lasting focus and diverse boutique perspectives. The company's multi-asset solutions offer diversification through a combination of asset classes, providing the potential for attractive income and capital appreciation. The company's latest report suggests that it may be time to consider rebalancing and reallocating the stocks and bonds in your portfolio, further diversifying within asset classes. Stephen P. Fisher has been the CEO of the company since 2008. | Investment Banks/Brokers | Chief Executive Officer Chairman | |
| Boston University | College/University | Director/Board Member Graduate Degree | |
The New England Center for Children, Inc.
 The New England Center for Children, Inc. Miscellaneous Commercial ServicesCommercial Services Located 20 miles west of Boston in Southborough, Massachusetts, The New England Center for Children (NECC) is a private, nonprofit organization serving children with autism and other related disabilities Since its founding in 1975, The New England Center For Children has remained true to its original mission: providing state-of-the-art education and individualized treatment, with care and with respect, for children with autism and other related disabilities. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
NYLIFE Distributors, Inc.
 NYLIFE Distributors, Inc. Miscellaneous Commercial ServicesCommercial Services Part of New York Life Insurance Co., NYLIFE Distributors, Inc. distributes securities products and services. The company is based in Carson City, NV. John Yong Kim has been the CEO of the company since 2008. | Miscellaneous Commercial Services | Chief Executive Officer Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| IndexIQ Trust | Investment Trusts/Mutual Funds | Compliance Officer Chief Executive Officer | |
Jacob Ballas Capital India Pvt Ltd.
 Jacob Ballas Capital India Pvt Ltd. Investment ManagersFinance Jacob Ballas Capital India Pvt Ltd. provides private equity advisory services. The company serves as the advisor to the investment managers of India focused private equity funds. Jacob Ballas Capital India was founded by Rajeev Thakore in 1995 and is headquartered in New Delhi, India. | Investment Managers | Director/Board Member Director/Board Member | |
| TCW Funds, Inc. | Investment Trusts/Mutual Funds | Compliance Officer | |
Managed Funds Association
 Managed Funds Association Miscellaneous Commercial ServicesCommercial Services Managed Funds Association provides support services for the hedge funds industry. It operates as an association for investment professionals in futures, hedge funds, commodity pool operators, and other alternative investments. The company was founded in 1991 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
| WESTERN ASSET INVESTMENT GRADE INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
State Street Global Advisors Trust Co.
 State Street Global Advisors Trust Co. Investment ManagersFinance State Street Global Advisors Trust Co. (SSGA Trust) is an investment advisory firm headquartered in Boston, Massachusetts. The firm is owned by State Street Bank & Trust Co., which is a subsidiary of State Street Corp. (NYSE: STT). SSGA Trust was founded in 2016 for State Street Global Advisors’ US institutional investment management business. | Investment Managers | Chief Executive Officer | |
TCW Direct Lending LLC
 TCW Direct Lending LLC Investment ManagersFinance TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million. | Investment Managers | Compliance Officer | |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Executive Officer | |
State Street Global Advisors AG
 State Street Global Advisors AG Investment ManagersFinance State Street Global Advisors AG provides investment advisory services. Its products include active equity, alternatives, cash funds and solutions, indexing, multi-asset, SPDR ETFs and smart beta. The company was founded by Scott F. Powers in 1978 and is headquartered in Zurich, Switzerland. | Investment Managers | Chief Executive Officer | |
| Northwestern University Clinical & Translational Sciences Inst | Director/Board Member | ||
CGH UK Acquisition Co. Ltd.
 CGH UK Acquisition Co. Ltd. Financial ConglomeratesFinance Part of New York Life Insurance Co., CGH UK Acquisition Co. Ltd. is a financial services provider. The company is based in London, UK. CGH UK Acquisition Co. was founded in 2017. | Financial Conglomerates | Director/Board Member | |
| TURTLE BEACH CORPORATION | Electronics/Appliances | Director/Board Member | |
Candriam Luxembourg Zweigniederlassung Deutschland
 Candriam Luxembourg Zweigniederlassung Deutschland Investment ManagersFinance Part of New York Life Insurance Co., Candriam Luxembourg Zweigniederlassung Deutschland provides fund management services. The company is based in Frankfurt, Germany. The German company was founded in 2006. The CEO is Jean-Yves Marie Pierre Maldague. | Investment Managers | Chairman | |
Tristan Capital Partners Holdings Ltd.
 Tristan Capital Partners Holdings Ltd. Financial ConglomeratesFinance Tristan Capital Partners Holdings Ltd. provides financial services. The company was founded on July 22, 2010 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member | |
| Harvard Business School | College/University | Masters Business Admin | |
| WESTERN ASSET INFLATION-LINKED INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Bridgewater Associates LP
 Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Investment Managers | Corporate Officer/Principal | |
Internet Sciences, Inc.
 Internet Sciences, Inc. Advertising/Marketing ServicesCommercial Services Internet Sciences, Inc. operates as an information and communications technology company. It specializes in digital telecommunication, data center and co-location, and media IoT. The company was founded by Lynda Chervil in 2016 and is headquartered in New York, NY. | Advertising/Marketing Services | Compliance Officer | |
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 | Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
| New York Life Trust Co. | Investment Trusts/Mutual Funds | Director/Board Member | |
| New York Life Trust Co. FSB | Regional Banks | Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
IndexIQ Advisors LLC
 IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Chief Executive Officer | |
| The American College of Financial Services | College/University | Director/Board Member | |
| IndexIQ ETF Trust | Investment Trusts/Mutual Funds | Chief Executive Officer | |
United Way of Central Iowa
 United Way of Central Iowa Miscellaneous Commercial ServicesCommercial Services United Way of Central Iowa provides educational and health services. The firm convenes and unites action in three areas: education, income and health. The company was founded in 1917 and is headquartered in Des Moines, IA. | Miscellaneous Commercial Services | Director/Board Member | |
| F&G ANNUITIES & LIFE, INC. | Multi-Line Insurance | Chief Executive Officer | |
Fidelity & Guaranty Life Insurance Co. (Invt Port)
 Fidelity & Guaranty Life Insurance Co. (Invt Port) Investment ManagersFinance Fidelity & Guaranty Life Insurance Co. (Invt Port) (dba F&G) is the investment portfolio division of Fidelity & Guaranty Life Insurance Co., an insurance company headquartered in Des Moines, Iowa. The firm was founded in 1959 and is ultimately owned by Fidelity National Financial, Inc. (NYSE: FNF) in the US. F&G manages client’s investment portfolio. | Investment Managers | Chief Executive Officer | |
| WESTERN ASSET PREMIER BOND FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
Tcw LLC
 Tcw LLC Investment ManagersFinance TCW LLC provides investment advice. The private company is based in Lincoln. The CEO of the American company is David Brian Lippman. | Investment Managers | Compliance Officer | |
| Sturm College of Law | College/University | Graduate Degree | |
TCW Direct Lending VII LLC
 TCW Direct Lending VII LLC Investment ManagersFinance TCW Direct Lending VII LLC seeks investment opportunities in small, middle and large market companies located in the United States. The fund targets companies operating across a broad range of sectors. It provides financing for buyout, growth stage and distressed capital requirements with an investment size ranging between $25 to $150 million. | Investment Managers | Compliance Officer |
Statistics
International
| United States | 44 |
| United Kingdom | 4 |
| Israel | 2 |
| India | 2 |
| Switzerland | 2 |
Sectoral
| Finance | 22 |
| Miscellaneous | 12 |
| Consumer Services | 9 |
| Commercial Services | 7 |
| Consumer Durables | 2 |
Operational
| Director/Board Member | 102 |
| Corporate Officer/Principal | 34 |
| President | 32 |
| Compliance Officer | 28 |
| Chief Executive Officer | 28 |
Most connected contacts
| Insiders | |
|---|---|
| John Kim | 30 |
| Yie-Hsin Hung | 22 |
| Jeffrey A. Engelsman | 20 |
| Jacques Perold | 18 |
| Chris Blunt | 18 |
| Juwen Gao | 15 |
| Susan Kerley | 13 |
| Kirk Lehneis | 13 |
| David Chow | 12 |
| Kevin Bopp | 11 |
| Alan Latshaw | 11 |
| Richard H. Nolan | 11 |
| Jack Benintende | 10 |
| Stephen P. Fisher | 9 |
| Richard Trutanic | 8 |
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