Loopbaan van Thomas Patrick Sholes
Eerdere bekende functies van Thomas Patrick Sholes
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor. | Chief Investment Officer | 01-01-2000 | 30-06-2010 |
Portefeuillebeheerder-Aandelen | 01-01-2000 | 30-06-2010 | |
Portfolio Manager-Fixed Income | 01-01-2000 | 30-06-2010 | |
FEDERATED HERMES, INC. | Corporate Officer/Principal | 31-12-1999 | 31-12-1999 |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Corporate Officer/Principal | - | - |
BNY Mellon Managed Investments, Inc.
BNY Mellon Managed Investments, Inc. Investment ManagersFinance BNY Mellon Managed Investments, Inc. operated as bank holding company. It was founded in 1999 and was headquartered in King of Prussia, PA. | Chief Investment Officer | 16-03-2011 | - |
Portefeuillebeheerder-Aandelen | 16-03-2011 | - | |
Portfolio Manager-Fixed Income | 16-03-2011 | - |
Opleiding van Thomas Patrick Sholes
Carnegie Mellon University | Masters Business Admin |
The Pennsylvania State University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 2 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
FEDERATED HERMES, INC. | Finance |
Bedrijven in privébezit | 3 |
---|---|
PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance Founded in 2000 by Stephen DeAngelis and Greg Horn, PNC Managed Investments, Inc., formerly Advisorport, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. They are a subsidiary of PFPC Worldwide, Inc. and their ultimate parent is PNC Financial Services Group, Inc. (NYSE: PNC), a diversified financial services company that provides consumer and business banking, specialized services for corporations and government entities, wealth management, asset management and global fund services. PNC Managed Investments provides solutions for asset managers and program sponsors in the management of UMAs, separately managed accounts and mutual fund wrap books. Their clients include broker/dealers, banks/trust companies, money managers, insurance companies and RIA/wealth management firms. The firm's products include a flexible and integrated managed investment platform, middle and back-office outsourcing, distribution and business development and mutual fund custody. The firm also provides various investment advisory and overlay services including acting as a program sponsor. | Finance |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Finance |
BNY Mellon Managed Investments, Inc.
BNY Mellon Managed Investments, Inc. Investment ManagersFinance BNY Mellon Managed Investments, Inc. operated as bank holding company. It was founded in 1999 and was headquartered in King of Prussia, PA. | Finance |