Coleen Saunders
Gestore di Portafoglio-Azioni presso The Bank of New York Mellon Corp. (Wealth Management)
Provenienza dei contatti di primo grado di Coleen Saunders
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
151
| Operating Division | Investment Managers | 151 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Coleen Saunders tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Director of Research - Equity Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income | |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Market Strategist | |
Humanized, Inc.
 Humanized, Inc. Packaged SoftwareTechnology Services Humanized, Inc. publishes windows freeware and shareware software. It focuses on software usability and human user interfaces. The firm's products include Enso Launcher, Enso Betas, Transparent Messages, and Humanized Process Manager. The company was founded by Aza Raskin in 2005 and is headquartered in Chicago, IL. | Packaged Software | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities 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 | Portfolio Manager-Fixed Income Portfolio Manager-Equities Head-Equity Investments | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Pittsburgh | College/University | Graduate Degree Undergraduate Degree | |
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 | Chief Investment Officer Portfolio Manager-Equities 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 | Portfolio Manager-Equities Analyst-Equity | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member Head-Equity Investments | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Masters Business Admin | |
| Queen's University | College/University | Graduate Degree | |
| Georgia State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Vassar College | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
| Bentley University | College/University | Masters Business Admin Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
| Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Fairfield University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Graduate Degree | |
| University of San Francisco | College/University | Masters Business Admin Undergraduate Degree | |
| Salem State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Graduate Degree | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The Leona M. & Harry B. Helmsley Charitable Trust
 The Leona M. & Harry B. Helmsley Charitable Trust Investment Trusts/Mutual FundsMiscellaneous The Leona M. & Harry B. Helmsley Charitable Trust operates as a charitable trust. The non-profit company is based in Sioux Falls, SD. The company was founded in 1930. Sarah Paul has been the CEO of the company since 2015. | Investment Trusts/Mutual Funds | Director/Board Member | |
Beth Israel Lahey Health, Inc.
 Beth Israel Lahey Health, Inc. Medical/Nursing ServicesHealth Services Beth Israel Lahey Health, Inc. is a non-profir organization provides healthcare services. The company is headquartered in Cambridge, MA. | Medical/Nursing Services | Director/Board Member | |
Toyota Canada, Inc.
 Toyota Canada, Inc. Wholesale DistributorsDistribution Services Toyota Canada, Inc. distributes vehicles, parts and accessories. It distributes Toyota & Lexus vehicles and Toyota lift trucks as well as parts and accessories. The company offers products at distribution centers in Toronto and Vancouver. Toyota Canada was founded in 1965 and is located in Scarborough, ON. | Wholesale Distributors | Corporate Officer/Principal | |
| Kenyon College | College/University | Undergraduate Degree | |
| Carleton University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Canada | 5 |
Settori
| Consumer Services | 25 |
| Finance | 19 |
| Miscellaneous | 3 |
| Technology Services | 2 |
| Commercial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 110 |
| Corporate Officer/Principal | 80 |
| Undergraduate Degree | 78 |
| Portfolio Manager-Fixed Income | 43 |
| Analyst-Equity | 34 |
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