Kathryn McCarthy
Direttore/Membro del Consiglio presso SEI INVESTMENTS COMPANY
Patrimonio netto: 5 M $ in data 31/05/2024
Profilo
Kathryn M.
McCarthy is currently the Lead Independent Director at SEI Investments Co. and a Director at Rockefeller Trust Co., N.A.
She previously worked as a Senior Financial Counselor & Portfolio Manager at Rockefeller & Co., Inc. from 2000-2003 and from 1992-1996.
She was also the President of Marujupu LLC from 1996-1999.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
SEI INVESTMENTS COMPANY
0.06% | 22/03/2024 | 75 350 ( 0.06% ) | 5 M $ | 31/05/2024 |
Posizioni attive di Kathryn McCarthy
| Società | Posizione | Inizio |
|---|---|---|
| SEI INVESTMENTS COMPANY | Direttore/Membro del Consiglio | 01/10/1998 |
Rockefeller Trust Co., N.A.
 Rockefeller Trust Co., N.A. Regional BanksFinance Rockefeller Trust Co. provides financial services. It offers trust and fiduciary services. The company is headquartered in New York, NY. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Kathryn McCarthy
| Società | Posizione | Fine |
|---|---|---|
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Corporate Officer/Principal | 01/06/2000 |
| Marujupu LLC | Presidente | 01/06/1999 |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Corporate Officer/Principal | 01/10/1996 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Aziende private | 3 |
|---|---|
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Rockefeller Trust Co., N.A.
Rockefeller Trust Co., N.A. Regional BanksFinance Rockefeller Trust Co. provides financial services. It offers trust and fiduciary services. The company is headquartered in New York, NY. | Finance |
| Marujupu LLC |
- Borsa valori
- Insiders
- Kathryn McCarthy
