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Jennifer Ma
Gestore di Portafoglio-Azioni presso
The Bank of New York Mellon Corp. (Wealth Management)
Profilo
Jennifer Ma is currently a Vice President & Senior Wealth Manager at The Bank of New York Mellon Corp.
(Wealth Management).
Prior to this, she worked as a Portfolio Manager at Atherton Lane Advisers LLC.
She also held positions as a Principal at J.P.
Morgan & Co., Inc. (Old), Hambrecht & Quist LLC, and Painewebber & Co., Inc. Ms. Ma completed her undergraduate degree at the University of California, Santa Cruz and holds an MBA from the University of San Francisco.
Posizioni attive di Jennifer Ma
| Società | Posizione | Inizio |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Gestore di Portafoglio-Azioni | 01/04/2016 |
Precedenti posizioni note di Jennifer Ma
| Società | Posizione | Fine |
|---|---|---|
Atherton Lane Advisers LLC
 Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. | Gestore di Portafoglio-Azioni | 30/04/2016 |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Hambrecht & Quist LLC
 Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | - |
Formazione di Jennifer Ma
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
53
Relazioni di 1° grado
7
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
University of California, Santa Cruz
 University of California, Santa Cruz Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Francisco
 University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hambrecht & Quist LLC
Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
