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Karriereverlauf von Fred Thalmann
Ehemalige bekannte Positionen von Fred Thalmann
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Silvercrest Asset Management Group LLC
![]() Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Portfolio Manager-Aktien | 30.06.2015 | 01.01.2018 |
Jamison, Eaton & Wood, Inc.
![]() Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Geschäftsführer | 01.04.1996 | 30.06.2015 |
Portfolio Manager-Aktien | 01.04.1996 | 30.06.2015 | |
Portfolio Manager-Fixed Income | 12.10.2010 | 30.06.2015 | |
The Boston Company Asset Management LLC
![]() The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Portfolio Manager-Aktien | 01.01.1986 | 31.03.1996 |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Portfolio Manager-Aktien | 01.01.1982 | 31.12.1983 |
US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - | - |
Manufacturers Hanover Trust Bank | Corporate Officer/Principal | - | - |
Ausbildung von Fred Thalmann
Syracuse University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Chief Operating Officer | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Government | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
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Jamison, Eaton & Wood, Inc.
![]() Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Finance |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
The Boston Company Asset Management LLC
![]() The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
Manufacturers Hanover Trust Bank | |
US Department of the Navy (District of Columbia) | Government |
Silvercrest Asset Management Group LLC
![]() Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Finance |
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