Posizioni attive di Kelly Maregni
Società | Posizione | Inizio | Fine |
---|---|---|---|
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Gestore di Portafoglio-Azioni | 04/01/2016 | - |
Membro del Comitato di Investimento | 04/01/2016 | - | |
Presidente | - | - | |
Analyst-Equity | 04/01/2016 | - | |
Pathstone Holdings LLC
Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ. | Presidente | 01/07/2022 | - |
Storia della carriera di Kelly Maregni
Precedenti posizioni note di Kelly Maregni
Società | Posizione | Inizio | Fine |
---|---|---|---|
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Membro del Comitato di Investimento | 01/01/2007 | 04/01/2016 |
Gestore di Portafoglio-Azioni | 01/01/2007 | 04/01/2016 | |
ACON Investments LLC
ACON Investments LLC Investment ManagersFinance ACON Investments LLC (ACON Investments) is a private equity firm founded in 1996 by Kenneth R. Brotman, Bernard W. Aronson and Jonathan J. Ginns. The firm is headquartered in Washington D.C., the United States with additional offices in Dallas, Los Angeles, New York, Bogota, Madrid, Mexico City and Sao Paulo. | Corporate Officer/Principal | - | - |
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. | Corporate Officer/Principal | - | - |
Formazione di Kelly Maregni
James Madison University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Spagna | 2 |
Posizioni
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
President | 2 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
---|---|
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
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. | Finance |
ACON Investments LLC
ACON Investments LLC Investment ManagersFinance ACON Investments LLC (ACON Investments) is a private equity firm founded in 1996 by Kenneth R. Brotman, Bernard W. Aronson and Jonathan J. Ginns. The firm is headquartered in Washington D.C., the United States with additional offices in Dallas, Los Angeles, New York, Bogota, Madrid, Mexico City and Sao Paulo. | Finance |
Pathstone Holdings LLC
Pathstone Holdings LLC Investment ManagersFinance Pathstone Holdings LLC provides wealth management and investment services to individuals & families, family offices, and select institutions. The company is headquartered in Englewood, NJ. | Finance |
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