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Mark Bogar
Direttore degli Investimenti presso Pallas Capital Advisors LLC
Posizioni attive di Mark Bogar
Società | Posizione | Inizio | Fine |
---|---|---|---|
Pallas Capital Advisors LLC
![]() Pallas Capital Advisors LLC Investment ManagersFinance Pallas Capital Advisors LLC is an independent financial planning and investment advisory firm affiliated with registered investment advisor, GWM Advisors LLC. The private company is based in Braintree, MA and is led by founders and managing partners, Richard Mullen, Greg Boyle, and Charles Evangelakos. Pallas Capital Advisors is a registered investment advisor that continuously monitors and updates clients' whole financial picture. The company was founded in 2019 by Richard Sholes Mullen, who has been the CEO since 2019. | Direttore degli Investimenti | 01/06/2020 | - |
Storia della carriera di Mark Bogar
Precedenti posizioni note di Mark Bogar
Società | Posizione | Inizio | Fine |
---|---|---|---|
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Head-Equity Investments | 31/01/2018 | 01/12/2019 |
Gestore di Portafoglio-Azioni | 31/01/2018 | 01/12/2019 | |
The Boston Company Asset Management LLC
![]() The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Analyst-Equity | 01/08/2007 | - |
Gestore di Portafoglio-Azioni | 01/08/2007 | 31/01/2018 | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | - | 31/03/2007 |
Gestore di Portafoglio-Azioni | - | 31/03/2007 | |
State Street Bank & Trust Co. of California, NA
![]() State Street Bank & Trust Co. of California, NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 30/11/1994 | 30/11/1994 |
Formazione di Mark Bogar
The Pennsylvania State University | Undergraduate Degree |
Kellogg School of Management | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Settori
Finance | 6 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
The Boston Company Asset Management LLC
![]() The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
State Street Bank & Trust Co. of California, NA
![]() State Street Bank & Trust Co. of California, NA Regional BanksFinance Part of State Street Corp., State Street Bank & Trust Co. of California, NA is a nationally chartered commercial bank providing trust services. The company is based in Los Angeles, CA. | Finance |
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Pallas Capital Advisors LLC
![]() Pallas Capital Advisors LLC Investment ManagersFinance Pallas Capital Advisors LLC is an independent financial planning and investment advisory firm affiliated with registered investment advisor, GWM Advisors LLC. The private company is based in Braintree, MA and is led by founders and managing partners, Richard Mullen, Greg Boyle, and Charles Evangelakos. Pallas Capital Advisors is a registered investment advisor that continuously monitors and updates clients' whole financial picture. The company was founded in 2019 by Richard Sholes Mullen, who has been the CEO since 2019. | Finance |
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