Jolie Ann Bales

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Jolie Ann Bales is the founder of Artience Capital Management LLC, which was founded in 2009.
She held former positions as Managing Director at Bank of America Corp.
in 2004, Managing Director at Boston Trust Walden, Inc. in 2006, Principal at Milbank LLP, Senior Vice President at Merrill Lynch, Pierce, Fenner & Smith, Inc. in 2008, Principal at McKinsey & Co., Inc., and Principal at Banque Paribas SA. Ms. Bales received her undergraduate degree from Pomona College in 1978 and her graduate degree from the University of California, Berkeley in 1983.

Ehemalige bekannte Positionen von Jolie Ann Bales

Unternehmen	Position	Ende
Artience Capital Management LLC Artience Capital Management LLC Investment ManagersFinance Artience Capital primarily uses fundamental analysis when choosing individual securities for investment in client accounts. However, they also may consider other factors and employ other methods of analysis such as fundamental analysis of stocks with cyclical characteristics. The firm invests in the long term in a broad spectrum of economic sectors, and in both the US and foreign markets.	Gründer	01.01.2015
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31.12.2008
Boston Trust Walden, Inc. Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.	Corporate Officer/Principal	31.12.2006
BANK OF AMERICA CORPORATION	Corporate Officer/Principal	31.12.2004
Banque Paribas SA Banque Paribas SA Major BanksFinance Provides banking and financial services	Corporate Officer/Principal	-

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Private Unternehmen	9
Bank of America Corp. Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services	Finance
Milbank LLP Milbank LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm	Commercial Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Finance
Boston Trust Walden, Inc. Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.	Finance
McKinsey & Co., Inc. McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm	Commercial Services
Pomona College Pomona College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banque Paribas SA Banque Paribas SA Major BanksFinance Provides banking and financial services	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Artience Capital Management LLC Artience Capital Management LLC Investment ManagersFinance Artience Capital primarily uses fundamental analysis when choosing individual securities for investment in client accounts. However, they also may consider other factors and employ other methods of analysis such as fundamental analysis of stocks with cyclical characteristics. The firm invests in the long term in a broad spectrum of economic sectors, and in both the US and foreign markets.	Finance