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Karriereverlauf von Ram Kolluri
Ehemalige bekannte Positionen von Ram Kolluri
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 |
Vorstandsvorsitzender | 01.01.2010 | 01.01.2016 | |
Vorsitzender | 01.01.2017 | 19.05.2023 | |
Chief Investment Officer | 01.01.2010 | 01.01.2016 | |
Gründer | 01.01.2010 | 19.05.2023 | |
Mitglied des Investmentausschusses | 01.01.2010 | 19.05.2023 | |
Portfolio Manager-Aktien | 01.01.2010 | 19.05.2023 | |
Präsident | 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 | Chief Investment Officer | 01.01.2008 | 01.01.2010 |
Direktor der Forschung - Eigenkapital | 01.01.2008 | 01.01.2010 | |
Head-Equity Investments | 01.01.2008 | 01.01.2010 | |
Portfolio Manager-Aktien | 01.01.2008 | 01.01.2010 | |
Portfolio Manager-Fixed Income | 01.01.2008 | 01.01.2010 | |
Präsident | 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. | Chief Investment Officer | 01.01.1996 | 01.01.2008 |
Direktor der Forschung - Eigenkapital | 01.01.1996 | 01.01.2008 | |
Head-Equity Investments | 01.01.1996 | 01.01.2008 | |
Portfolio Manager-Aktien | 01.01.1996 | 01.01.2008 | |
Portfolio Manager-Fixed Income | 01.01.1996 | 01.01.2008 | |
Präsident | 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 | - | - |
Ausbildung von Ram Kolluri
Pace University | Masters Business Admin |
Andhra University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Indien | 2 |
Operativ
Chief Investment Officer | 3 |
Portfolio Manager-Equities | 3 |
President | 3 |
Sektoral
Finance | 5 |
Consumer Services | 4 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
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 |
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 |
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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