Craig S. Prokopchak
Gestore di Portafoglio-Azioni presso The Bank of New York Mellon Corp. (Wealth Management)
Provenienza dei contatti di primo grado di Craig S. Prokopchak
Entità | Tipo di entità | Settore Industriale | |
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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.
172
| Operating Division | Investment Managers | 172 |
Allegheny College
26
| College/University | Other Consumer Services | 26 |
Bowling Green State University
20
| College/University | Other Consumer Services | 20 |
Laurel Capital Advisors LLP
Laurel Capital Advisors LLP Investment ManagersFinance Located in Pittsburgh, Pennsylvania, Laurel Capital Advisors LLP is a subsidiary of Mellon Financial Corporation (NYSE: MEL) and of Mellon Bank, N.A.
11
| Extinct | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Craig S. Prokopchak tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities 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 | |
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 | |
Babson College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | |
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 | |
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 | |
University of San Francisco | College/University | Masters Business Admin Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
New York University | College/University | Undergraduate Degree Masters Business Admin | |
Kenyon College | College/University | Undergraduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Chief Investment Officer Corporate Officer/Principal | |
Robert Morris College (Illinois) | College/University | Undergraduate Degree Masters Business Admin | |
Boston University | College/University | Masters Business Admin Graduate Degree | |
Fairfield University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Graduate Degree | |
Georgia State University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | |
Salem State University | College/University | Undergraduate Degree Undergraduate Degree | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
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 | |
Hamilton Lane Advisors LLC
Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Director of Finance/CFO | |
OpenAir, Inc.
OpenAir, Inc. Packaged SoftwareTechnology Services OpenAir, Inc. provides software solutions. It serves internal professional services groups, information technology & management consulting firms, law firms, accounting firms, advertising & public relations agencies and internet services firms. The company was founded in 1999 and is headquartered in Boston, MA. | Packaged Software | Corporate Officer/Principal | |
Cantata Technology, Inc.
Cantata Technology, Inc. Specialty TelecommunicationsCommunications Cantata Technology, Inc. provides technological products and services for the communications industry. It offers telecommunications system integration and manufacturing services to value added resellers, original equipment manufacturers, and application developers. The company was founded in 1984 and is headquartered in Parsippany, NJ. | Specialty Telecommunications | Corporate Officer/Principal | |
HAMILTON LANE ALLIANCE HOLDINGS I, INC. | Financial Conglomerates | Director of Finance/CFO | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Vassar College | College/University | Undergraduate Degree | |
New York Life Insurance Co.
New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Director/Board Member | |
St. John's University | College/University | Masters Business Admin | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 51 |
Settori
Finance | 23 |
Consumer Services | 22 |
Commercial Services | 3 |
Technology Services | 3 |
Communications | 3 |
Posizioni
Portfolio Manager-Equities | 121 |
Undergraduate Degree | 75 |
Corporate Officer/Principal | 71 |
Portfolio Manager-Fixed Income | 52 |
Analyst-Equity | 29 |
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