Jolie Ann Bales
Keine laufenden Positionen mehr
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Kim Tracy Nordmo | F | - |
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.
Artience Capital Management LLC
 Artience Capital Management LLC Investment ManagersFinance Artience Capital Management LLC (Artience Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was co-founded by Kim Nordmo and Jolie Bales in 2009. Artience Capital provides investment services to high-net-worth individuals, families and institutions. | 16 Jahre |
| Christine Katziff | F | - | 20 Jahre | |
| David J. Teece | M | 75 |
University of California, Berkeley
| 42 Jahre |
| Bruce B. Darling | M | 71 |
University of California, Berkeley
| 44 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Thomas May | M | 77 | 18 Jahre | |
| Qing Huang | M | 62 |
University of California, Berkeley
| 6 Jahre |
| Stephen C. Franco | M | 53 |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | - |
| Irving Mintzer | M | - |
University of California, Berkeley
| 13 Jahre |
| Sung Su Han | M | 72 |
University of California, Berkeley
| 12 Jahre |
| Kamal H. Khayat | M | - |
University of California, Berkeley
| 7 Jahre |
| Ernest O'Neal | M | 72 |
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. | 21 Jahre |
| Larry Nan-lei Wang | M | - |
University of California, Berkeley
| 4 Jahre |
| Andreas C. Cangellaris | M | - |
University of California, Berkeley
| 3 Jahre |
| Tami S. Smason | F | - |
University of California, Berkeley
| 8 Jahre |
| Michael J. Estrada | M | - |
University of California, Berkeley
| 3 Jahre |
| Jackie W. Hoffmann | F | - |
University of California, Berkeley
| 6 Jahre |
| Alan Cooke | M | - |
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. | - |
| Sosale Shankara Sastry | M | 68 |
University of California, Berkeley
| 3 Jahre |
| Thomas E. Bell | M | 75 |
University of California, Berkeley
| 4 Jahre |
| Susan V. Fried | F | - |
University of California, Berkeley
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | 8 Jahre |
| Gregory M. Heywood | M | 59 |
University of California, Berkeley
| 12 Jahre |
| Steve Tighe | M | - |
University of California, Berkeley
| 5 Jahre |
| Michael Cima | M | 64 |
University of California, Berkeley
| 8 Jahre |
| Wei-Tek Tsai | M | 64 |
University of California, Berkeley
| 5 Jahre |
| Lisa Suennen | F | 58 |
University of California, Berkeley
| 5 Jahre |
| Ori Sasson | M | - |
University of California, Berkeley
| 6 Jahre |
| Weijian Shan | M | 70 |
University of California, Berkeley
| 4 Jahre |
| Pierre Breber | M | 59 |
University of California, Berkeley
| 5 Jahre |
| Bahram Nour-Omid | M | - |
University of California, Berkeley
| 4 Jahre |
| Fu Chieh Hsu | M | - |
University of California, Berkeley
| 3 Jahre |
| Anne Finucane | F | 71 | 16 Jahre | |
| Steve Milunovich | M | - |
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. | 6 Jahre |
| David A. Rozenson | M | 69 | - | |
| Peter Carson | M | - |
University of California, Berkeley
| 8 Jahre |
| Ray Salomon | M | 61 |
University of California, Berkeley
| 7 Jahre |
| Ahmass L. Fakahany | M | 65 |
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. | 21 Jahre |
| James Hildebrand Roberts | M | 67 |
University of California, Berkeley
| 5 Jahre |
| Stanton D. Wong | M | - |
University of California, Berkeley
| 3 Jahre |
| Wai Cheung Tong | M | 70 |
University of California, Berkeley
| 3 Jahre |
| Joel Caldwell | M | 69 |
University of California, Berkeley
| 6 Jahre |
| Ronald F. Rykowski | M | - |
University of California, Berkeley
| 4 Jahre |
| Sean E. Harper | M | 61 |
University of California, Berkeley
| 5 Jahre |
| Mark Lee | M | 64 |
University of California, Berkeley
| 4 Jahre |
| Christophe Duthoit | M | - |
University of California, Berkeley
| 1 Jahre |
| Mao Chun Hsu | M | 59 |
University of California, Berkeley
| 4 Jahre |
| Jeffrey M. Birnbaum | M | - |
University of California, Berkeley
| 4 Jahre |
| Eric Scriven | M | - |
University of California, Berkeley
| 4 Jahre |
| Gregory Stubblefield | M | 65 |
University of California, Berkeley
| 4 Jahre |
| David R. Stewart | M | - |
University of California, Berkeley
| 3 Jahre |
| Peter H. Fisher | M | - |
University of California, Berkeley
| 4 Jahre |
| Kent Edwin Stone | M | 60 |
University of California, Berkeley
| 4 Jahre |
| Gregory Frank | M | - |
University of California, Berkeley
| 4 Jahre |
| Marcia DeForest | F | - |
University of California, Berkeley
| 2 Jahre |
| Bing Qiang Gao | M | 73 |
University of California, Berkeley
| 3 Jahre |
| Young Kun Bae | M | - |
University of California, Berkeley
| 3 Jahre |
| Brent R. Donaldson | M | - |
University of California, Berkeley
| 2 Jahre |
| Fred J. Adam | M | - |
University of California, Berkeley
| 4 Jahre |
| Dean D. Paik | M | - |
University of California, Berkeley
| 3 Jahre |
| Jorge Calderon | M | 64 |
University of California, Berkeley
| 4 Jahre |
| Michael J. Kaufman | M | 66 |
University of California, Berkeley
| 4 Jahre |
| Hsien Chieng Hsia | M | 60 |
University of California, Berkeley
| 4 Jahre |
| Steven Hellman | M | 60 |
University of California, Berkeley
| 4 Jahre |
| Jackson Hsieh | M | 63 |
University of California, Berkeley
| 4 Jahre |
| Dave Butler | M | - |
University of California, Berkeley
| 4 Jahre |
| Harun Hajadi | M | 63 |
University of California, Berkeley
| 4 Jahre |
| Timothy R. Curry | M | - |
University of California, Berkeley
| 4 Jahre |
| Dean Williams | M | - |
University of California, Berkeley
| 4 Jahre |
| Richard D. Byrd | M | - |
University of California, Berkeley
| 4 Jahre |
| Steven M. Pietkiewicz | M | 63 |
University of California, Berkeley
| 4 Jahre |
| Richard Benton Phillips | M | 70 |
University of California, Berkeley
| 3 Jahre |
| Terry Rosen | M | 65 |
University of California, Berkeley
| 3 Jahre |
| Adya S. Tripathi | M | - |
University of California, Berkeley
| 3 Jahre |
| Frederic H. Parke | M | - |
University of California, Berkeley
| 4 Jahre |
| Karen Wilson | F | 61 |
University of California, Berkeley
| 4 Jahre |
| Adam Markman | M | 59 |
University of California, Berkeley
| 4 Jahre |
| Duncan John Meaney | M | 67 |
University of California, Berkeley
| 2 Jahre |
| Donna M. Petkanics | F | - |
University of California, Berkeley
| 3 Jahre |
| Michael S. Mensik | M | - |
University of California, Berkeley
| 1 Jahre |
| Thomas A. Coll | M | - |
University of California, Berkeley
| 4 Jahre |
| Doug Barry | M | - |
University of California, Berkeley
| 3 Jahre |
| Nathaniel Lipman | M | 59 |
University of California, Berkeley
| 4 Jahre |
| Pamela J. Reed | F | - |
University of California, Berkeley
| 3 Jahre |
| Robert G. Sanders | M | - |
University of California, Berkeley
| 1 Jahre |
| Jerrold Abeles | M | - |
University of California, Berkeley
| 4 Jahre |
| Ashok W. Mukhey | M | - |
University of California, Berkeley
| 4 Jahre |
| Blue Dunn | M | - |
University of California, Berkeley
| 4 Jahre |
| Joseph P. Bartlett | M | 65 |
University of California, Berkeley
| 4 Jahre |
| Gamiel Gran | M | - |
University of California, Berkeley
| 4 Jahre |
| Peter J. Knudsen | M | 73 |
University of California, Berkeley
| 3 Jahre |
| Rachel Glaser | F | 62 |
University of California, Berkeley
| 4 Jahre |
| Zdenìk Bakala | M | 63 |
University of California, Berkeley
| 4 Jahre |
| Christopher B. Tigno | M | 63 |
University of California, Berkeley
| 3 Jahre |
| John T. Sheridan | M | - |
University of California, Berkeley
| 3 Jahre |
| Michael G. Fraunces | M | - |
University of California, Berkeley
| 4 Jahre |
| Donald William Sprague | M | 66 |
University of California, Berkeley
| 4 Jahre |
| Eddie Hurip | M | 66 |
University of California, Berkeley
| 4 Jahre |
| Timothy Joseph Curro | M | - |
University of California, Berkeley
| 1 Jahre |
| Deborah L. Feinstein | F | - |
University of California, Berkeley
| 4 Jahre |
| Thomas William Kenny | M | - |
University of California, Berkeley
| 6 Jahre |
| Colin Jones | M | 59 |
University of California, Berkeley
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Jolie Ann Bales
- Persönliches Netzwerk
