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Storia della carriera di Ram Kolluri
Precedenti posizioni note di Ram Kolluri
Società | Posizione | Inizio | Fine |
---|---|---|---|
Global Wealth Management LLC
![]() Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Analyst-Equity | 01/01/2010 | 19/05/2023 |
Amministratore Delegato | 01/01/2010 | 01/01/2016 | |
Presidente | 01/01/2017 | 19/05/2023 | |
Direttore degli Investimenti | 01/01/2010 | 01/01/2016 | |
Fondatore | 01/01/2010 | 19/05/2023 | |
Membro del Comitato di Investimento | 01/01/2010 | 19/05/2023 | |
Gestore di Portafoglio-Azioni | 01/01/2010 | 19/05/2023 | |
Presidente | 01/01/2010 | 01/01/2016 | |
ICICI Investment Advisors
![]() ICICI Investment Advisors Investment ManagersFinance ICICI Group Global Private Clients is a registered investment advisor located in Princeton, New Jersey. They are a subsidiary of ICICI Securities, Inc. and their ultimate parent is ICICI Bank Ltd. of India. The firm specializes in providing financial independence, retirement planning and investment portfolio management services to high net-worth individuals, trusts, foundations and corporate pension plans | Direttore degli Investimenti | 01/01/2008 | 01/01/2010 |
Direttore della Ricerca - Azioni | 01/01/2008 | 01/01/2010 | |
Head-Equity Investments | 01/01/2008 | 01/01/2010 | |
Gestore di Portafoglio-Azioni | 01/01/2008 | 01/01/2010 | |
Portfolio Manager-Fixed Income | 01/01/2008 | 01/01/2010 | |
Presidente | 01/01/2008 | 01/01/2010 | |
Global Investment Management Inc
![]() Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Direttore degli Investimenti | 01/01/1996 | 01/01/2008 |
Direttore della Ricerca - Azioni | 01/01/1996 | 01/01/2008 | |
Head-Equity Investments | 01/01/1996 | 01/01/2008 | |
Gestore di Portafoglio-Azioni | 01/01/1996 | 01/01/2008 | |
Portfolio Manager-Fixed Income | 01/01/1996 | 01/01/2008 | |
Presidente | 01/01/1996 | 01/01/2008 | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Analyst-Equity | 01/01/1980 | 31/12/1981 |
CBS Corp. /Old/ | Analyst-Equity | - | - |
Formazione di Ram Kolluri
Pace University | Masters Business Admin |
Andhra University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
India | 2 |
Posizioni
Chief Investment Officer | 3 |
Portfolio Manager-Equities | 3 |
President | 3 |
Settori
Finance | 5 |
Consumer Services | 4 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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Global Investment Management Inc
![]() Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Finance |
CBS Corp. /Old/ | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
ICICI Investment Advisors
![]() ICICI Investment Advisors Investment ManagersFinance ICICI Group Global Private Clients is a registered investment advisor located in Princeton, New Jersey. They are a subsidiary of ICICI Securities, Inc. and their ultimate parent is ICICI Bank Ltd. of India. The firm specializes in providing financial independence, retirement planning and investment portfolio management services to high net-worth individuals, trusts, foundations and corporate pension plans | Finance |
Global Wealth Management LLC
![]() Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Finance |
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