Stephanie Shu
Gestore di Portafoglio-Azioni presso Insight North America LLC
Provenienza dei contatti di primo grado di Stephanie Shu
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Fudan University
244
| College/University | Other Consumer Services | 244 |
Texas A&M University
205
| College/University | Other Consumer Services | 205 |
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.
198
| Subsidiary | Investment Managers | 198 |
Insight North America LLC
 Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles.
24
| Subsidiary | Investment Managers | 24 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Stephanie Shu tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Boston College | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Graduate Degree | |
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 | Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Analyst-Equity Head-Equity Investments Analyst-Equity Portfolio Manager-Equities Director of Research - Equity Head-Equity Investments Head-Equity Investments | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Corporate Officer/Principal Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| University of California | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Suffolk University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| School of Management Fudan University | College/University | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Doctorate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
| CITIZENS FINANCIAL GROUP, INC. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Illinois | College/University | Masters Business Admin Masters Business Admin | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Analyst-Equity Director of Research - Equity | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Massachusetts | College/University | Undergraduate Degree Graduate Degree | |
| University of Hong Kong | College/University | Undergraduate Degree Corporate Officer/Principal | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Masters Business Admin | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Masters Business Admin | |
Grantham, Mayo, Van Otterloo & Co. LLC
 Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| London Business School | College/University | Graduate Degree Graduate Degree | |
Insight Investment Management (Global) Ltd.
 Insight Investment Management (Global) Ltd. Investment ManagersFinance Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Head-Fixed Income Invts | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree | |
| Zhejiang University | College/University | Undergraduate Degree Graduate Degree | |
| INDUSTRIAL SECURITIES CO.,LTD. | Investment Managers | Director/Board Member Director/Board Member | |
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. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Skidmore College | College/University | Undergraduate Degree Undergraduate Degree | |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal Trading-Fixed Income | |
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 | Head-Equity Investments Corporate Officer/Principal | |
| Shanghai Jiao Tong University | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
| SHANDONG WOHUA PHARMACEUTICAL CO., LTD. | Pharmaceuticals: Major | Director/Board Member | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 42 |
| Cina | 6 |
| Regno Unito | 3 |
| Hong Kong | 2 |
| Israele | 2 |
Settori
| Consumer Services | 27 |
| Finance | 23 |
| Commercial Services | 2 |
| Health Technology | 2 |
Posizioni
| Director/Board Member | 120 |
| Portfolio Manager-Equities | 117 |
| Undergraduate Degree | 96 |
| Corporate Officer/Principal | 93 |
| Analyst-Equity | 74 |
Contatti più connessi
| Insiders | |
|---|---|
| Wei Lyu | 24 |
| Xiong Wen Lu | 19 |
| Xin Yu Zhou | 15 |
| Ming Yang Yu | 13 |
| Christian Fay | 12 |
| Gary J. Brauchle | 12 |
| Justin N. Trail | 11 |
| Mark Teshoian | 11 |
| Langton Charles Garvin | 10 |
| Wilson Sea | 10 |
| Lee Rash | 10 |
| Qing Yu Wang | 9 |
| Erik A. Swords | 9 |
| Jocelin A. Reed | 9 |
| Rob Zeuthen | 9 |
- Borsa valori
- Insiders
- Stephanie Shu
- Connessioni Società
