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Joshua Milton Kaplan
Gestore di Portafoglio-Azioni presso Ascension Investment Management LLC
Posizioni attive di Joshua Milton Kaplan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Ascension Investment Management LLC
![]() Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Gestore di Portafoglio-Azioni | 01/01/2011 | - |
Storia della carriera di Joshua Milton Kaplan
Precedenti posizioni note di Joshua Milton Kaplan
Società | Posizione | Inizio | Fine |
---|---|---|---|
Smart Financial Advisors LLC
![]() Smart Financial Advisors LLC Investment ManagersFinance Part of SMART & Associates LLP, Smart Financial Advisors LLC is a company that provides investment advice. The company is based in Devon, PA. | Direttore degli Investimenti | - | - |
BNY Mellon Advisors, Inc.
![]() BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Gestore di Portafoglio-Azioni | - | - |
Formazione di Joshua Milton Kaplan
Emory University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Ascension Investment Management LLC
![]() Ascension Investment Management LLC Investment ManagersFinance Ascension Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 as Catholic Healthcare Investment Management Company (CHIMCO), a non-profit corporation, using Ascension Investment Management as its primary business name. In order to effectuate a change in their form of organization, substantially all of the assets and liabilities of CHIMCO were transferred to AIM. The firm is a wholly-owned subsidiary of Ascension Capital LLC, which is wholly owned by Ascension Health Alliance, a non-profit corporation organized for charitable, religious, educational and scientific purposes. AIM provides investment advice and consulting to institutional investors through a commingled investment vehicle as well as through the use of separate accounts. | Finance |
BNY Mellon Advisors, Inc.
![]() BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
Smart Financial Advisors LLC
![]() Smart Financial Advisors LLC Investment ManagersFinance Part of SMART & Associates LLP, Smart Financial Advisors LLC is a company that provides investment advice. The company is based in Devon, PA. | Finance |
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