Mary O'Brien
Portfolio Manager-Fixed Income presso The Bank of New York Mellon Corp. (Wealth Management)
Provenienza dei contatti di primo grado di Mary O'Brien
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
187
| Operating Division | Investment Managers | 187 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.
118
| Subsidiary | Investment Managers | 118 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mary O'Brien tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Head-Equity Investments Portfolio Manager-Fixed Income | |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the investment management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded in 2007 due to the merger of The Bank of New York Company, Inc. and Mellon Financial Corporation. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Investment Managers | Chief Investment Officer Analyst-Equity Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities Chief Investment Officer | |
| Babson College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Boston College | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
The Portola Group, Inc.
 The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Director of Research - Equity Chief Investment Officer Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Newton Investment Management North America LLC
 Newton Investment Management North America LLC Investment ManagersFinance Newton Investment Management North America LLC (NIMNA) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2021 and is a subsidiary of MBC Investments Corp., ultimately owned by The Bank of New York Mellon Corp. (NYSE: BK). NIMNA provides discretionary and non-discretionary investment advice to institutional clients, including US and global pension funds, sovereign wealth funds, trusts, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| Georgia State University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Chief Investment Officer Portfolio Manager-Fixed Income | |
| The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| Brown University | College/University | Undergraduate Degree Graduate Degree | |
| Bentley University | College/University | Undergraduate Degree Undergraduate Degree | |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
| Pace University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pittsburgh | College/University | Graduate Degree Masters Business Admin | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Investment Committee Member Head-Equity Investments | |
| Drew University | College/University | Undergraduate Degree Undergraduate Degree | |
| Salem State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Inner-City Scholarship Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Life/Health Insurance | Director/Board Member | |
Council on Foreign Relations, Inc.
 Council on Foreign Relations, Inc. Investment Trusts/Mutual FundsMiscellaneous Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Investment Managers | Chief Executive Officer | |
| St. John's University | College/University | Masters Business Admin | |
BNY Mellon Wealth Management (Canada)
 BNY Mellon Wealth Management (Canada) Investment ManagersFinance Part of Guardian Capital Group Ltd., BNY Mellon Wealth Management (Canada) provides wealth management advisory services. The company is based in Toronto, Canada. BNY Mellon Wealth Management (Canada was acquired by Guardian Capital Group Ltd. from The Bank of New York Mellon Corp. on March 01, 2021. The CEO of the Canadian company is Catherine Ann M. Keating. | Investment Managers | Chief Executive Officer | |
| University of Virginia Law School Foundation | Director/Board Member | ||
| Villanova University | College/University | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Commonfund OCIO, Inc.
 Commonfund OCIO, Inc. Investment ManagersFinance Commonfund OCIO, Inc. is a fund-of-funds manager and registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 1999 and formerly known as Commonfund Asset Management Co., Inc. They are a subsidiary of Commonfund Holding Co., Inc., which is owned by Common Fund. Commonfund OCIO acts as investment manager, sub-advisor, pool operator and/or managing member to commingled investment funds and outsourcing clients. | Investment Managers | Chief Executive Officer | |
The Economic Club of New York
 The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan, Lewis & Bockius LLP
 Morgan, Lewis & Bockius LLP Miscellaneous Commercial ServicesCommercial Services Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Canada | 2 |
Settori
| Finance | 25 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Miscellaneous | 3 |
Posizioni
| Portfolio Manager-Equities | 118 |
| Undergraduate Degree | 75 |
| Corporate Officer/Principal | 68 |
| Portfolio Manager-Fixed Income | 65 |
| Director/Board Member | 31 |
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