Jeff Klingelhofer
Corporate Officer/Principal at THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
Network origin in Jeff Klingelhofer first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Chicago Booth School of Business
264
| College/University | Other Consumer Services | 264 |
Thornburg Investment Management, Inc.
 Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.
85
| Private Company | Investment Managers | 85 |
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 13 | |
Thornburg Investment Trust
9
| Umbrella Fund | Investment Trusts/Mutual Funds | 9 |
Thornburg Strategic Income Opportunities Trust
 Thornburg Strategic Income Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Thornburg Strategic Income Opportunities Trust is a closed-end management investment company. It focuses on investing in government and government-related bonds, corporate bonds, broadly syndicated corporate loans, covenant lite loans, private debt, mortgage-backed securities, asset-backed securities, global real estate debt, emerging market debt securities, sovereign and quasi-sovereign debt obligations, government-sponsored agency debentures, convertible bonds, receivables, whole loans, leveraged loans, taxable and tax-exempt municipal debt, fixed and floating-rate debt securities, collateralized loan obligations, commercial paper, and non-rated debt securities. The company was founded on December 3, 2021 and is headquartered in Santa Fe, NM.
7
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Klingelhofer via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
State Farm Investment Management Corp.
 State Farm Investment Management Corp. Investment ManagersFinance State Farm Investment Management Corp. (SFIMC) is a SEC-registered investment advisor and fund manager headquartered in Bloomington, Illinois. The firm was founded in 2002 and is wholly-owned by State Farm Mutual Automobile Insurance Co. SFIMC provides investment supervisory services for, or arranges for such services to, the State Farm Mutual Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal Analyst-Equity | |
USAA Investment Services Co.
 USAA Investment Services Co. Investment ManagersFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Marsico Capital Management LLC
 Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Director/Board Member | |
| CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
Thornburg Securities Corp.
 Thornburg Securities Corp. Investment Banks/BrokersFinance Founded by H. Garrett Thornburg in 1984, Thornburg Securities Corp. is a broker/dealer located in Santa Fe, New Mexico. The firm is a subsidiary of Thornburg Investment Management, Inc., a registered investment advisor founded in 1982 and also located in Santa Fe, new Mexico. Thornburg Securities Corp provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Chief Executive Officer Founder | |
| CALAMOS CONVERTIBLE AND HIGH INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
| CALAMOS STRATEGIC TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
| CALAMOS GLOBAL TOTAL RETURN FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
Calamos Financial Services LLC
 Calamos Financial Services LLC Investment Banks/BrokersFinance Part of Calamos Family Partners, Inc., Calamos Financial Services LLC is a company based in Naperville, IL. John Spiro Koudounis has been the CEO of the company since 2016. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
Calamos ETF Trust
 Calamos ETF Trust Investment Trusts/Mutual FundsMiscellaneous Calamos ETF Trust operates as an open end fund. Its investment objective is to achieve long-term capital growth. The company is headquartered in Naperville, IL. | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer | |
| CALAMOS DYNAMIC CONVERTIBLE AND INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Investment Committee Member Analyst-Equity | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree Graduate Degree | |
H.I.G. Capital LLC
 H.I.G. Capital LLC Financial ConglomeratesFinance H.I.G. Capital LLC operates as s a private equity and alternative assets investment firm. Its portfolio focuses in private equity, growth equity, real estate, debt or credit, lending, and bio health. The company was founded by Sami W. Mnaymneh and Anthony Tamer in 1993 and is headquartered in Miami, FL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
| Wake Forest University | College/University | Undergraduate Degree Graduate Degree | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Fixed Income Analyst-Equity | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of New Mexico | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Maryland | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
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 of Finance/CFO Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Undergraduate Degree | |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Investment Managers | Head-Equity Investments Analyst-Equity | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
Calamos Investments LLC
 Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
| CALAMOS GLOBAL DYNAMIC INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Director of Finance/CFO | |
ASM Holdco, Inc.
 ASM Holdco, Inc. Metal FabricationProducer Manufacturing ASM Holdco, Inc. operates as a manufacturer of structural powder metal components. The company is headquartered in Battle Creek, MI. | Metal Fabrication | Director/Board Member | |
Nester Hosiery LLC
 Nester Hosiery LLC Apparel/FootwearConsumer Non-Durables Nester Hosiery LLC designs and manufactures socks. It offers for mountaineers, firefighters, military personnel, and athletes. The company was founded by Marty Nester in 1993 and is headquartered in Mount Airy, NC. | Apparel/Footwear | Director/Board Member | |
Carter-Waters LLC
 Carter-Waters LLC Wholesale DistributorsDistribution Services Carter-Waters LLC distributes construction materials and equipment. It also maintains rental inventory of concrete forming and shoring products, operates a custom rebar fabrication facility, manufactures special asphalt product at the Saturock Plant and provides estimating and detailing services for bid lettings. The company has offices in Collinsville, Columbia, Kansas City, Olathe, St. Charles, Springfield, Washington and Wichita. Carter-Waters was founded by Kemper Carter and Bert Waters in 1922 and is headquartered in Kansas City, MO. | Wholesale Distributors | Director/Board Member | |
MW Metals Group, Inc.
 MW Metals Group, Inc. Wholesale DistributorsDistribution Services Midwest Iron & Metal Co. provides scrap metal recycling services. Its services include scrap management, non-metallic recycling programs and toll processing. The company was founded by Charles Frydman and is headquartered in Dayton, OH. | Wholesale Distributors | Director/Board Member |
Statistics
International
| United States | 49 |
Sectoral
| Finance | 22 |
| Consumer Services | 16 |
| Miscellaneous | 8 |
| Distribution Services | 3 |
| Commercial Services | 2 |
Operational
| Director/Board Member | 100 |
| Corporate Officer/Principal | 92 |
| Undergraduate Degree | 89 |
| Analyst-Equity | 82 |
| Masters Business Admin | 66 |
Most connected contacts
| Insiders | |
|---|---|
| Nimish Sanjay Bhatt | 28 |
| Mark Zinkula | 27 |
| Adi Filipovic | 21 |
| Joseph A. Polaneczky | 16 |
| Curtis Holloway | 14 |
| Garrett Thornburg | 13 |
| Brian W. Wixted | 12 |
| Cory Heck | 11 |
| Fareed Adib | 11 |
| Chris F. Larson | 9 |
| Priya Parrish | 9 |
| Elizabeth Burton | 9 |
| Jason Brady | 9 |
| Sean Sternbach | 9 |
| John Hackett | 9 |
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