Carol Ann Malnick
Portefeuillebeheerder-Aandelen bij Boston Common Asset Management LLC
Actieve functies van Carol Ann Malnick
Bedrijven | Functie | Begin | Einde |
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Boston Common Asset Management LLC
Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Portefeuillebeheerder-Aandelen | 01-01-2007 | - |
Loopbaan van Carol Ann Malnick
Eerdere bekende functies van Carol Ann Malnick
Bedrijven | Functie | Begin | Einde |
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Stanford Investment Group, Inc.
Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Portefeuillebeheerder-Aandelen | - | - |
The Social Investment Forum
The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Corporate Officer/Principal | - | - |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Portefeuillebeheerder-Aandelen | - | - |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Portefeuillebeheerder-Aandelen | 01-01-2003 | 31-12-2005 |
Opleiding van Carol Ann Malnick
California State University-Los Angeles | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 5 |
Commercial Services | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
Boston Common Asset Management LLC
Boston Common Asset Management LLC Investment ManagersFinance Boston Common Asset Management LLC (Boston Common) is an independent, employee-owned, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Francisco, California. The firm was founded by Geeta B. Aiyer in 2002. Boston Common provides discretionary investment management services to charitable organizations, pension and profit sharing plans, state entities, taxable and tax-exempt institutional clients, high net-worth individuals, commingled investment vehicles and mutual funds. | Finance |
The Social Investment Forum
The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Commercial Services |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Stanford Investment Group, Inc.
Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Finance |
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