Profilo
Shaunalia Kahn worked as a Director at Atherton Lane Advisers LLC.
She then served as a Vice President & Senior Director of Wealth Manager at The Bank of New York Mellon Corp.
(Wealth Management) from 2016 to 2018.
Prior to that, she was a Principal at Morgan Stanley and a Portfolio Manager at The Portola Group, Inc. She also worked as a Principal at Deutsche Bank Alex.
Brown, Inc. Ms. Kahn completed her undergraduate degree at the University of California, Santa Barbara.
Precedenti posizioni note di Shaunalia Kahn
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/03/2018 |
Atherton Lane Advisers LLC
 Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Gestore di Portafoglio-Azioni | 30/04/2016 |
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. | Corporate Officer/Principal | - |
Deutsche Bank Alex. Brown, Inc.
 Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Formazione di Shaunalia Kahn
| University of California, Santa Barbara | Undergraduate Degree |
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 |
|---|---|
| MORGAN STANLEY | Finance |
| Aziende private | 4 |
|---|---|
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities. | Finance |
Deutsche Bank Alex. Brown, Inc.
Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Finance |
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. | 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 |
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