Michael F. Capuzzi
Chief Operating Officer at WADDELL & REED FINANCIAL, INC.
Network origin in Michael F. Capuzzi first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Delaware Wilshire Private Markets Master Fund
 Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA.
53
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 53 |
| Subsidiary | Investment Banks/Brokers | 30 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael F. Capuzzi via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Bishop Street Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Head-Equity Investments Head-Equity Investments Head-Equity Investments | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Corporate Officer/Principal Director/Board Member Chief Executive Officer Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Fxd Inc Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Trading-Fixed Income Trading-Equity Trading-Equity Portfolio Manager-Fixed Income Corporate Officer/Principal Head-Equity Investments Analyst-Fixed Income Director of Research - Equity Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal Head-Fixed Income Invts | |
| H&R BLOCK, INC. | Other Consumer Services | Corporate Officer/Principal Human Resources Officer | |
| SEI INVESTMENTS COMPANY | Investment Managers | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| SEI Institutional Investments Trust | Director/Board Member Compliance Officer | ||
| SEI Institutional Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| ABRDN NATIONAL MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director of Finance/CFO Treasurer Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal General Counsel | |
| SEI Asset Allocation Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Director of Finance/CFO Chief Executive Officer Investor Relations Contact President | |
| SEI Daily Income Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Schroder Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| New Covenant Funds | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| SEI Insurance Products Trust | Investment Trusts/Mutual Funds | Director/Board Member 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 | |
| Schroder Global Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| SEI Alpha Strategy Portfolios LP | Director/Board Member Compliance Officer | ||
| SEI Opportunity Fund LP | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| CROSSFIRST BANKSHARES, INC. | Regional Banks | Director of Finance/CFO Investor Relations Contact | |
| Adviser Managed Trust | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| The Advisors' Inner Circle Fund III | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| O'Connor EQUUS | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | ||
| Winton Series Trust | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
SEI Catholic Values Trust
 SEI Catholic Values Trust Investment Trusts/Mutual FundsMiscellaneous SEI Catholic Values Trust operates as an open-end management investment company. The company provides shares of diversified portfolios. It also offers class A and class Y shares to the shareholders. SEI Catholic Values Trust is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Director/Board Member Compliance Officer | |
| Winton Diversified Opportunities Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Compliance Officer | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 Comptroller/Controller/Auditor | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Delaware Wilshire Private Markets Fund
 Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member Director/Board Member Compliance Officer President Corporate Secretary Director of Finance/CFO | |
Macquarie Management Holdings, Inc.
 Macquarie Management Holdings, Inc. Investment Banks/BrokersFinance Macquarie Management Holdings, Inc. engages in the provision of investment management services. It also offers managed accounts, college savings plans, mutual funds, and retirement plans. The company was founded in 1929 and is headquartered in Philadelphia, PA. | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal President General Counsel Sales & Marketing Chief Administrative Officer | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Delaware Wilshire Private Markets Tender Fund | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Lehigh University | College/University | Masters Business Admin Undergraduate Degree | |
Sustainability Accounting Standards Board
 Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Sustainability Accounting Standards Board is a non-profit organization, which engages in the development and maintaining of robust reporting standards that enable businesses around the world to identify, manage, and communicate financially material sustainability information to their investors. Its market use include supporters, perspectives and case studies, SASB resources, SASB reporters, firm licensing SASB. The company was founded by Jean Rogers in 2011 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| Providence College | College/University | Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Graduate Degree Undergraduate Degree |
Statistics
International
| United States | 49 |
Sectoral
| Miscellaneous | 25 |
| Finance | 11 |
| Consumer Services | 8 |
| Commercial Services | 5 |
Operational
| Corporate Officer/Principal | 154 |
| Director/Board Member | 145 |
| Undergraduate Degree | 49 |
| Compliance Officer | 34 |
| President | 31 |
Most connected contacts
| Insiders | |
|---|---|
| William Doran | 36 |
| Russell Emery | 26 |
| Katherine Kline | 24 |
| Shawn Lytle | 23 |
| Randall S. Yanker | 18 |
| Michael Morrissey | 18 |
| Roger Allen Early | 18 |
| Jerel Hopkins | 16 |
| Dennis E. Logue | 16 |
| Richard Salus | 16 |
| Thomas Lemke | 16 |
| Philip James Sanders | 15 |
| David Connor | 14 |
| Sharilyn Gasaway | 14 |
| Daniel Geatens | 13 |
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