Jerry Thunelius
Portfolio Manager-Fixed Income bei Atalanta Sosnoff Capital LLC
Ursprung des Netzwerks ersten Grades von Jerry Thunelius
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
80
| Subsidiary | Investment Managers | 80 |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.
25
| Extinct | Investment Managers | 25 |
Cutwater Investor Services Corp.
 Cutwater Investor Services Corp. Investment ManagersFinance Founded in 1990, Cutwater Investor Services Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of Cutwater Holdings LLC and their ultimate parent is MBIA, Inc. (NYSE: MBI). They manage fixed-income institutional funds, including MBIA's insurance-related investment portfolio, as well as those held by state and local government entities, school districts, municipalities, insurance companies, unions and corporations.
21
| Extinct | Investment Managers | 21 |
Atalanta Sosnoff Capital LLC
 Atalanta Sosnoff Capital LLC Investment ManagersFinance Atalanta Sosnoff Capital LLC (ASC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Martin T. Sosnoff in 1981. ASC provides investment advisory services on a discretionary basis to separately managed accounts which includes individuals, trusts, tax exempt funds (such as pension, annuity and profit-sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.
9
| Private Company | Investment Managers | 9 |
Atlantic Asset Management LLC /OLD/
 Atlantic Asset Management LLC /OLD/ Investment ManagersFinance Founded by Ronald Sellers in 1992, Atlantic Asset Management LLC is a hedge fund manager headquartered in Stamford, Connecticut. The firm offers a range of investment products and services, from traditional fixed-income to hedge funds and derivatives. Their clients include public and private pension funds, labor unions, foundations, endowments, corporations and high net-worth individuals.
9
| Extinct | Investment Managers | 9 |
Atalanta Sosnoff Management LLC
 Atalanta Sosnoff Management LLC Investment ManagersFinance Founded in 1982, Atalanta Sosnoff Management LLC (ASM) is a wealth management firm and registered investment advisor located in New York City. The firm is wholly-owned by Atalanta Sosnoff Capital LLC (ASC), a registered investment advisor retained by ASM as the sub advisor on all of their clients’ accounts. All investment decisions made on behalf of ASM's client accounts are made by members of ASC’s Investment Committee. ASM provides investment advisory services on a discretionary and non-discretionary basis to provides investment advisory services on a discretionary and non-discretionary basis to separately managed accounts including individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as endowments and foundations), State and Municipal government entities and corporations.
8
| Subsidiary | Investment Managers | 8 |
TCP Global Investment Management LLC
 TCP Global Investment Management LLC Investment ManagersFinance Founded in 2007, TCP Global Investment Management LLC is a registered investment advisor located in Radnor, Pennsylvania. The firm is a subsidiary of Trinity Capital Partners LP.
3
| Extinct | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jerry Thunelius
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Director of Research - Equity Portfolio Manager-Equities | |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Market Strategist Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree 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 | Analyst-Equity Chairman Head-Fixed Income Invts Analyst-Equity Portfolio Manager-Fixed Income | |
| Pace University | College/University | Masters Business Admin Corporate Officer/Principal Undergraduate Degree Masters Business Admin Doctorate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dreyfus Corp. | Corporate Officer/Principal President Director/Board Member | ||
BNY Mellon Investment Management LLC
 BNY Mellon Investment Management LLC Investment ManagersFinance Part of The Bank of New York Mellon Corp., BNY Mellon Investment Management LLC is one of the largest asset managers in the world, with $2.20 trillion in assets under management as of March 31, 2021. The company is based in Boston, MA. The company offers solutions across every major asset class, backed by the strength, stability, and presence of BNY Mellon. The CEO of the company is Hanneke Smits. | Investment Managers | Corporate Officer/Principal President Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| BNY MELLON STRATEGIC MUNICIPALS, INC. | Investment Trusts/Mutual Funds | Compliance Officer Chairman Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Chief Executive Officer Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
| Hofstra University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| BNY MELLON MUNICIPAL INCOME, INC. | Investment Trusts/Mutual Funds | Compliance Officer Chairman Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Portfolio Manager-Equities Economist | |
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 Masters Business Admin | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Graduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
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 Analyst-Fixed Income | |
Shields Asset Management, Inc.
 Shields Asset Management, Inc. Investment ManagersFinance Part of Equitable Holdings, Inc., Shields Asset Management, Inc. is an American company that manages pension assets. The company is located in the US. Shields Asset Management was acquired by AllianceBernstein LP from Xerox Corp. on June 10, 1993 for $85 million. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree Undergraduate Degree | |
Fred Alger Management LLC
 Fred Alger Management LLC Investment ManagersFinance Fred Alger Management LLC (FAM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1964, the firm is wholly-owned by Alger Group Holdings LLC, which is wholly-owned by Alger Associates, Inc. FAM provides both discretionary and non-discretionary investment advisory services to institutional investors through separate accounts, US and foreign registered and privately offered funds, as well as through third-party sponsored funds and bank sponsored collective investment trusts; and to retail investors through wrap programs and US and foreign registered funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
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 | Analyst-Fixed Income Analyst-Equity |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 30 |
| Consumer Services | 18 |
| Miscellaneous | 3 |
| Commercial Services | 2 |
Operativ
| Portfolio Manager-Equities | 128 |
| Corporate Officer/Principal | 109 |
| Analyst-Equity | 90 |
| Undergraduate Degree | 76 |
| Portfolio Manager-Fixed Income | 64 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Christopher Condron | 21 |
| Joseph DiMartino | 20 |
| Joe Healey | 17 |
| Horacio Valeiras | 16 |
| Edward Stephen | 14 |
| Diane Durnin | 12 |
| Joseph Connolly | 11 |
| Martin Fetherston | 10 |
| Robert Ohanesian | 10 |
| Douglas J. Gaylor | 9 |
| Bill Rubin | 9 |
| John Flahive | 9 |
| Doug Reid | 9 |
| Roger King | 9 |
| Greg Tuorto | 9 |
- Börse
- Insiders
- Jerry Thunelius
- Unternehmensverbindungen
