Helen Yee
Portfolio Manager-Fixed Income presso Ramirez Asset Management, Inc.
Provenienza dei contatti di primo grado di Helen Yee
Entità | Tipo di entità | Settore Industriale | |
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Amalgamated Bank (Investment Management)
Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises.
19
| Operating Division | Investment Managers | 19 |
Ramirez Asset Management, Inc.
Ramirez Asset Management, Inc. Investment ManagersFinance Part of SAR Holdings, Inc., Ramirez Asset Management, Inc. is a registered investment adviser that specializes in fixed income and equity asset management for a diverse client base. Ramirez Asset Management is affiliated with Samuel A. Ramirez & Co. Inc., one of the oldest and largest Hispanic-owned investment banks in the US and a leader in the fixed income market. The company's clients include public and private defined benefit and defined contribution plans, Taft Hartley plans, corporations, state and local governments, as well as foundations and endowments. The company was founded in 2002 by Samuel A. Ramirez and is headquartered in New York, NY. Samuel A. Ramirez has been the CEO since 2002.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Helen Yee tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Aon Global Ltd. (United Kingdom)
Aon Global Ltd. (United Kingdom) Insurance Brokers/ServicesFinance Aon Plc is engaged in the provision of a range of risk, retirement, and health solutions. It operates through Aon United segment. The Aon United segment gives advice and solutions to clients focused on risk, retirement, and health through five principal products and service revenue lines: Commercial Risk Solutions, Reinsurance Solutions, Retirement Solutions, Health Solutions, and Data and Analytic Services. The Commercial Risk Solutions includes retail brokerage, cyber solutions, global risk consulting, and captives. The Reinsurance Solutions comprises treaty and facultative reinsurance brokerage and capital markets. The Retirement Solutions consists core retirement, investment consulting, and talent, rewards and performance. The Health Solutions involves in heath and benefits brokerage and healthcare exchanges. The Data and Analytic Services composes of Affinity, Aon InPoint, and ReView. The company was founded in 1979 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Portfolio Manager-Fixed Income | |
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal | |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
D.E. Shaw & Co., Inc.
D.E. Shaw & Co., Inc. Investment ManagersFinance D.E. Shaw & Co., Inc. engages in the provision of investment advisory services. The firm offers services to pooled investment vehicles. The company was founded by David E. Shaw in 1988 and was headquartered in New York, NY. | Investment Managers | Director/Board Member | |
Systematic Financial Management LP
Systematic Financial Management LP Investment ManagersFinance Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private clients. | Investment Managers | Sales & Marketing | |
National Electrical Benefit Fund
National Electrical Benefit Fund Investment ManagersFinance National Electrical Benefit Fund provides retirement benefits and related services to employees in the electrical industry. It provides vesting and building, disability, retirement, and pre-retirement spouse benefits. The firm’s members represent various sponsoring organizations including unions and trust funds. The company was established in 1946 and is headquartered in Rockville, MD. | Investment Managers | Corporate Officer/Principal | |
RETAIL OPPORTUNITY INVESTMENTS CORP. | Real Estate Investment Trusts | Director/Board Member | |
UBS Asset Management (Japan) Ltd.
UBS Asset Management (Japan) Ltd. Investment ManagersFinance UBS Asset Management (Japan) Ltd. (UBS AM-JP) is the wholly-owned Japanese asset management subsidiary of UBS Asset Management AG, ultimately held by UBS Group AG (NYSE: UBS; SW: UBSGE) in Switzerland. Established in 1972, the firm is based in Tokyo and provides fund management, discretionary asset management and off-shore pooled vehicle management services to financial institutions, public and private pension funds, corporations and wholesale intermediary clients. | Investment Managers | President | |
University of Pennsylvania | College/University | Masters Business Admin | |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Weil, Gotshal & Manges LLP
Weil, Gotshal & Manges LLP Miscellaneous Commercial ServicesCommercial Services Weil, Gotshal & Manges provides its clients with legal services. The firm offers services to areas including consumer, financial, government and non-profit, health care, industrial, and technology. The company was founded by Claude Serra in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SIGNATURE BANK | Regional Banks | Director/Board Member | |
Empire State Development Corp. | General Government | Director/Board Member | |
American University | College/University | Undergraduate Degree | |
State University of New York College at Oswego | College/University | Undergraduate Degree | |
DePauw University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
The International Brotherhood of Electrical Workers
The International Brotherhood of Electrical Workers Miscellaneous Commercial ServicesCommercial Services The International Brotherhood of Electrical Workers operates a labor union. The company is an AFL-CIO affiliated labor union representing workers who work in various fields such as construction, telecommunications, broadcasting, manufacturing, railroads and government. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Private Equity LP
Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity LP (Citigroup Private Equity) a Private Equity firm, a subsidiary of Citigroup Alternative Investments LLC founded in 1997. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
American Federation of State, County & Municipal Employees
American Federation of State, County & Municipal Employees Miscellaneous Commercial ServicesCommercial Services American Federation of State, County & Municipal Employees operates public employee and health care workers union. The union operates with more than 1.4 million members. The company organizes social and economic justice in the workplace through political action and legislative advocacy. It was founded in 1932 and is headquartered in Washington, DC | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SUNNYSIDE BANCORP, INC. | Regional Banks | Chief Executive Officer | |
The University of Chicago | College/University | Corporate Officer/Principal | |
The Johns Hopkins University | College/University | Graduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
St. John's University | College/University | Undergraduate Degree | |
Ramapo College of New Jersey | College/University | Undergraduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
University of Vermont | College/University | Undergraduate Degree | |
Baruch College | College/University | Masters Business Admin | |
Squire Patton Boggs (US) LLP
Squire Patton Boggs (US) LLP Miscellaneous Commercial ServicesCommercial Services Squire Patton Boggs (US) LLP operates as a law firm. It provides legal, litigation and consulting services. The company was founded in May 2014 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Harvard College | College/University | Undergraduate Degree | |
Harvard Law School | College/University | Graduate Degree | |
The Fresh Air Fund
The Fresh Air Fund Miscellaneous Commercial ServicesCommercial Services The Fresh Air Fund is a non-profit organization that has been providing free summer experiences to over 1.8 million children from low-income communities since 1877. The non-profit company is based in New York, NY. In addition to summer camps, the organization also offers year-round leadership and educational programs. Despite the challenges posed by COVID-19, the Fresh Air Fund continues to provide safe and engaging experiences for youth through virtual and outdoor programs. | Miscellaneous Commercial Services | Director/Board Member | |
Trevor Day School | General Government | Director/Board Member | |
Housing Authority of New York | Local Agencies | Director/Board Member | |
Merrill Lynch International Bank /New York Branch/
Merrill Lynch International Bank /New York Branch/ Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch International Bank/New York Branch is a financial institution based in New York, NY. The company provides investment banking services. | Investment Banks/Brokers | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Regno Unito | 2 |
Giappone | 2 |
Francia | 2 |
Settori
Finance | 22 |
Consumer Services | 17 |
Commercial Services | 7 |
Government | 4 |
Posizioni
Corporate Officer/Principal | 31 |
Director/Board Member | 14 |
Undergraduate Degree | 12 |
Portfolio Manager-Equities | 9 |
President | 8 |
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