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Provenienza dei contatti di primo grado di Caroline Lee-Tsao
Entità | Tipo di entità | Settore Industriale | |
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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.
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| Subsidiary | Investment Managers | 16 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Caroline Lee-Tsao tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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BNY MELLON MUNICIPAL INCOME, INC. | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
BNY MELLON STRATEGIC MUNICIPALS, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Head-Fixed Income Invts | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity | |
BNY MELLON HIGH YIELD STRATEGIES FUND | Investment Trusts/Mutual Funds | Compliance Officer | |
Prio Wealth LP
![]() Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Investment Managers | Analyst-Equity | |
BNY Mellon Funds Trust | Investment Trusts/Mutual Funds | Compliance Officer | |
PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIONEER FLOATING RATE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
PIONEER DIVERSIFIED HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
BNY Mellon Securities Corp.
![]() BNY Mellon Securities Corp. Investment ManagersFinance BNY Mellon Securities Corp. (BNYMSC) is a dually registered investment advisor and broker-dealer headquartered in New York City. It was founded in 1951 and previously known as The Dreyfus Sales Corp., Dreyfus Services Corp. and MBSC Securities Corp. The firm is a direct wholly-owned subsidiary of BNY Mellon Investment Adviser, Inc., an indirect subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMSC provide an array of investment advisory services to individual investors and other clients of Program Sponsors of Wrap Programs. The firm also acts as a model provider for BNY Mellon Select where they provide certain model portfolios consisting only of mutual funds to program sponsors for use by the sponsors, at their discretion, with their clients. | Investment Managers | Chairman | |
BNY MELLON MUNICIPAL BOND INFRASTRUCTURE FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer Director/Board Member | |
BNY Mellon Investment Funds II, Inc.
![]() BNY Mellon Investment Funds II, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Investment Funds II, Inc. operates as a open-end management investment company. Its investment objective is to seek long-term capital appreciation. The company invests in equity securities of companies located, organized, or with a majority of assets or business in emerging market countries. The company was founded on November 1, 2013 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
Pioneer ILS Interval Fund
![]() Pioneer ILS Interval Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer ILS Interval Fund is a non-diversified, closed-end management investment company. The fund invests primarily in insurance-linked securities. Insurance-linked securities may include event-linked bonds also known as insurance-linked bonds or catastrophe bonds, quota share instruments also known as insurance sidecars, collateralized reinsurance investments, industry loss warranties, event-linked swaps, securities of companies in the insurance or reinsurance industries, and other insurance- and reinsurance related securities. Pioneer Investment Management, Inc. is the fund’s investment adviser. The company was founded on July 15, 2014 and is headquartered Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
BNY MELLON ALCENTRA GLOBAL CREDIT INCOME 2024 TARGET TERM FUND, INC. | Investment Trusts/Mutual Funds | Compliance Officer | |
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 | Chief Investment Officer Analyst-Equity Analyst-Equity Director of Research - Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 Analyst-Equity Portfolio Manager-Equities Chief Investment Officer | |
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 | |
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 | Portfolio Manager-Equities | |
The Depository Trust & Clearing Corp.
![]() The Depository Trust & Clearing Corp. Investment ManagersFinance The Depository Trust & Clearing Corp. provides clearance, settlement and information services. The firm offers institutional trade processing, clearing, settlement and asset, wealth management, repository and derivatives and data services. The company was founded in 1999 is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Babson College | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Masters Business Admin | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
DeSales University | College/University | Undergraduate Degree | |
Hofstra University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
Manhattan College | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
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 | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Dreyfus Corp. | 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 | |
Edward D. Jones & Co. LP (Investment Management)
![]() Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Analyst-Equity | |
PIONEER MUNICIPAL HIGH INCOME OPPORTUNITIES FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Pioneer Securitized Income Fund
![]() Pioneer Securitized Income Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer Securitized Income Fund is a closed-end investment fund. The investment objective of the fund is to seek total return. The company was founded on July 16, 2019 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member | |
BNY Mellon Alcentra Opportunistic Global Credit Income Fund
![]() BNY Mellon Alcentra Opportunistic Global Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Alcentra Opportunistic Global Credit Income Fund is a closed-end investment company. It seeks to provide total return consisting of current income and capital appreciation. The company was founded on March 29, 2021 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Compliance Officer | |
Columbia Business School | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Settori
Finance | 19 |
Miscellaneous | 19 |
Consumer Services | 12 |
Posizioni
Portfolio Manager-Equities | 30 |
Analyst-Equity | 16 |
Director/Board Member | 15 |
Undergraduate Degree | 14 |
Compliance Officer | 11 |
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