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Jocelin A. Reed
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Ursprung des Netzwerks ersten Grades von Jocelin A. Reed
Einheit | Art der Einheit | Industrie | |
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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.
95
| Subsidiary | Investment Managers | 95 |
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.
59
| Subsidiary | Investment Managers | 59 |
Mellon Equity Associates LLP
![]() Mellon Equity Associates LLP Investment ManagersFinance Mellon Equity Associates (MEA) manages assets for corporations, public funds, endowments and foundations, health-care institutions, mutual funds and Taft Hartley plans. They are a subsidiary of Mellon Financial Corp. (NYSE: MEL) and are located in Pittsburgh, Pennsylvania.
33
| Extinct | Investment Managers | 33 |
AJO LP
![]() AJO LP Investment ManagersFinance AJO LP is a registered investment advisor headquartered in Philadelphia, Pennsylvania. It has additional office in Boston. The firm was formerly known as Aronson+Johnson+Ortiz LP. It was founded in 1984 by Theodore Aronson. AJO provides portfolio management services to corporate pension and profits-haring plans, Taft-Hartley plans, multi-employer plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, foreign funds, and other US and international institutions.
10
| Extinct | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jocelin A. Reed
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal Head-Equity Investments Corporate Officer/Principal | |
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 Doctorate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 Market Strategist Portfolio Manager-Fixed Income Portfolio Manager-Equities Chief Investment Officer | |
University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
Newton Investment Management North America LLC
![]() Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Portfolio Manager-Equities President Portfolio Manager-Equities Head-Equity Investments | |
Duquesne University of The Holy Spirit | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
Boston College | College/University | Graduate Degree Graduate Degree Graduate Degree Masters Business Admin | |
Stanford University | College/University | Graduate Degree Corporate Officer/Principal Doctorate Degree Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
University of Virginia | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
University of Pittsburgh | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
Grantham, Mayo, Van Otterloo & Co. LLC
![]() Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Boston University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Syracuse University | College/University | Director/Board Member Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Dalton, Greiner, Hartman, Maher & Co. LLC
![]() Dalton, Greiner, Hartman, Maher & Co. LLC Investment ManagersFinance Dalton, Greiner, Hartman, Maher & Co. LLC (DGHM) is an investment advisory firm headquartered in New York City. It was founded in 1982 by Tim Dalton, Ken Greiner, Jim Hartman and Kevin Maher. The firm is a subsidiary of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH), a bank holding company. DGHM offers investment advisory services on a discretionary basis to high net-worth individuals, trusts, estates, and charitable organizations, endowments and foundations, pension and profit-sharing plans, Taft-Hartley plans, and corporations or business entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
University of Massachusetts | College/University | Graduate Degree Masters Business Admin | |
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 Portfolio Manager-Equities | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Graduate Degree | |
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 | Trading-Equity Analyst-Equity | |
Acadian Asset Management LLC
![]() Acadian Asset Management LLC Investment ManagersFinance Acadian Asset Management LLC (Acadian) is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1986 by Gary Bergstrom and Churchill Franklin. The firm is a subsidiary of BrightSphere Affiliate Holdings LLC, ultimately owned by BrightSphere Investment Group, Inc. (NYSE: BSIG). Acadian provides portfolio management services for institutional clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Westminster College (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
Peking University
![]() Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Stony Brook University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Davis | College/University | Graduate Degree Undergraduate Degree | |
Martingale Asset Management LP
![]() Martingale Asset Management LP Investment ManagersFinance Martingale Asset Management LP (Martingale) is an independent, privately held registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1987 by Arnold Wood, Patricia O’Connor and William (Bill) Jacques. Martingale offers investment advisory and supervisory services to separately managed accounts and to private pooled investment funds open to qualified investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
BNY MELLON STRATEGIC MUNICIPALS, INC. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal | |
BNY MELLON MUNICIPAL INCOME, INC. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal | |
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal | |
BNY MELLON HIGH YIELD STRATEGIES FUND | Investment Trusts/Mutual Funds | Compliance Officer Corporate Officer/Principal | |
Yale University | College/University | Undergraduate Degree Masters Business Admin | |
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 | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Market Strategist Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 49 |
Israel | 2 |
China | 2 |
Sektoral
Consumer Services | 26 |
Finance | 21 |
Miscellaneous | 5 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 132 |
Corporate Officer/Principal | 99 |
Analyst-Equity | 89 |
Undergraduate Degree | 85 |
Portfolio Manager-Fixed Income | 47 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Ron O'Hanley | 42 |
Edward Stephen | 14 |
Thomas F. Eggers | 13 |
Jerry Thunelius | 11 |
Joseph Connolly | 11 |
Langton Charles Garvin | 10 |
Phillip Nicholas Maisano | 9 |
Roger King | 9 |
Lisa Mears O'Connor | 8 |
Shu An Wei | 8 |
Kenneth A. Barker | 8 |
Ron Doria | 8 |
Kevin Cronk | 8 |
Christine Todd | 8 |
James Boyd | 8 |
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