Profil
Mr. Thomas P.
Sholes is Senior Vice President at BNY Mellon Managed Investments, Inc. and a Managing Director at Pershing LLC.
Mr. Sholes was previously employed as Senior Vice President by PNC Managed Investments, Inc.
Mr. Sholes received his undergraduate degree from Pennsylvania State University and an MBA from Carnegie Mellon University.
Ehemalige bekannte Positionen von Thomas Patrick Sholes
Unternehmen | Position | Ende |
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PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor. | Chief Investment Officer | 30.06.2010 |
FEDERATED HERMES, INC. | Corporate Officer/Principal | 31.12.1999 |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Corporate Officer/Principal | - |
BNY Mellon Managed Investments, Inc.
BNY Mellon Managed Investments, Inc. Investment ManagersFinance BNY Mellon Managed Investments, Inc. operated as bank holding company. It was founded in 1999 and was headquartered in King of Prussia, PA. | Chief Investment Officer | - |
Ausbildung von Thomas Patrick Sholes
The Pennsylvania State University | Undergraduate Degree |
Carnegie Mellon University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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FEDERATED HERMES, INC. | Finance |
Private Unternehmen | 3 |
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PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor. | Finance |
BNY Mellon Managed Investments, Inc.
BNY Mellon Managed Investments, Inc. Investment ManagersFinance BNY Mellon Managed Investments, Inc. operated as bank holding company. It was founded in 1999 and was headquartered in King of Prussia, PA. | Finance |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Finance |