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Jeremy Gonsalves
Portfolio Manager-Aktien bei The Bank of New York Mellon Corp. (Wealth Management)
Ursprung des Netzwerks ersten Grades von Jeremy Gonsalves
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Boston College
460
| College/University | Other Consumer Services | 460 |
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.
66
| Operating Division | Investment Managers | 66 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jeremy Gonsalves
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
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-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Boston University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
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 | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Connecticut | College/University | Undergraduate Degree Graduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
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 | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Undergraduate Degree 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 | |
Georgia State University | College/University | Undergraduate Degree Undergraduate Degree | |
Salem State University | College/University | Undergraduate Degree Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Graduate Degree | |
Suffolk University | College/University | Masters Business Admin Graduate Degree | |
University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
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 Head-Equity Investments | |
Allegheny College | College/University | Undergraduate Degree | |
New Jersey Symphony Orchestra | Director/Board Member | ||
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Downey Brand LLP
![]() Downey Brand LLP Miscellaneous Commercial ServicesCommercial Services Downey Brand LLP provides legal services. It offers bankruptcy and insolvency, corporate finance and law, insurance, intellectual property licensing, , mergers and acquisitions, regulatory law and business permitting, taxation, litigation, and natural resources related practices. The company was founded by Stephen Downey, Clyde Brand and Arthur Seymour in 1926 and is headquartered in Sacramento, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
New Jersey State Bar Association
![]() New Jersey State Bar Association Miscellaneous Commercial ServicesCommercial Services New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Gibbons PC
![]() Gibbons PC Miscellaneous Commercial ServicesCommercial Services Gibbons P.C. provides legal services. It offers business and commercial litigation, corporate, government affairs, criminal defense and employment law. The company was founded in 1926 and is headquartered in Newark, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Entrepreneurs' Organization
![]() Entrepreneurs' Organization Miscellaneous Commercial ServicesCommercial Services Entrepreneurs' Organization enables entrepreneurs to learn and grow from each other leading to business success and personal life. The company was founded by Verne Harnish in 1987 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Nukk-Freeman & Cerra, P.C.
![]() Nukk-Freeman & Cerra, P.C. Miscellaneous Commercial ServicesCommercial Services Nukk-Freeman & Cerra, P.C. provides labor and employment related legal services. Its practice areas include litigation defense, employment practices training, business and legal counseling and audits, policy and documentation preparation, compensation and employee benefits, and workplace investigations. The company was founded by Suzanne M. Cerra and Katherin Nukk-Freeman in 2006 and is headquartered in Chatham, NJ. | Miscellaneous Commercial Services | Founder | |
Commerce & Industry Association of New Jersey
![]() Commerce & Industry Association of New Jersey Miscellaneous Commercial ServicesCommercial Services Commerce & Industry Association of New Jersey operates as business advocacy organization. The company was founded in 1927 and is headquartered in Paramus, NJ. | Miscellaneous Commercial Services | Director/Board Member | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a 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, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal | |
Susan G. Komen for the Cure
![]() Susan G. Komen for the Cure Miscellaneous Commercial ServicesCommercial Services Susan G. Komen for the Cure conducts research for breast cancer treatment. It is an non-profit organization engages in breast cancer cure research and fund raising activities. The company was founded by Nancy Goodman Brinker in 1982 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
Strategas Securities LLC
![]() Strategas Securities LLC Investment Banks/BrokersFinance Strategas Securities LLC is a registered institutional brokerage firm headquartered in New York City. The firm was founded in 2008 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller. They are owned by Strategas Research Partners LLC. Strategas Securities provides macro research, corporate advisory and capital markets services to institutional managers and corporate executives in more than 20 countries across the globe. | Investment Banks/Brokers | Corporate Officer/Principal | |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Compliance Officer | |
Nomura Securities International, Inc.
![]() Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Institutional Sales | |
The New York Society of Security Analysts, Inc.
![]() The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Boston University Office of Technology Development
![]() Boston University Office of Technology Development Investment ManagersFinance The Boston University Office of Technology Development invests through the Boston University Technology Fund. The Fund provides venture capital and access to Boston University's scientific and technical resources for promising companies | Investment Managers | Corporate Officer/Principal | |
Bowling Green State University | College/University | Masters Business Admin | |
SHIFT HR Compliance Training | Founder |
Statistik
International
Vereinigte Staaten | 51 |
Sektoral
Finance | 21 |
Consumer Services | 18 |
Commercial Services | 11 |
Health Technology | 2 |
Operativ
Corporate Officer/Principal | 100 |
Undergraduate Degree | 93 |
Portfolio Manager-Equities | 66 |
Director/Board Member | 45 |
Graduate Degree | 35 |
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