Investment Management

AIG Global Investment Group, New York:

  • Head of Global Performance Measurement

Bank of Tokyo-Mitsubishi, New York:

  • Senior Quantitative Analysts – Loan Portfolio Management
  • Senior Vice President – Relationship Manager, Loan Portfolio Management

Bernstein Investment Management, Texas, New York, Florida and Massachusetts:

  • Financial Advisor
  • Financial Advisor (FL, NY, MA)

BBR Partners, LLC, New York:

  • Consultant – Hedge Fund Client Service Professional

Cole Taylor, Illinois:

  • Chief Investment Officer

Chase Investment Management, New York and Texas:

  • Portfolio Manager of the Equity Income Fund
  • Equity Analyst of Health Care and Consumer Non-Durable
  • Vice President, Equity Research Analyst – Real Estate & Utilities
  • Vice President, Equity Research Analyst – Small Cap Value
  • Vice President, Equity Research Analyst – Technology

Citibank, New York:

  • Vice President – Head of Performance Measurement, Client Services

Citizens Bank, Rhode Island:

  • Executive Vice President – Chief Investment Officer

Deutsche Bank, New York:

  • Two Vice Presidents – Quantitative Analysts
  • Two Vice Presidents – Portfolio Managers for Individual Accounts

Harbor Capital, Massachusetts:

  • Head of Investment Research
  • Director of Portfolio Management

J.P. Morgan (Chase), New York, Florida, Delaware, Texas, and California:

  • Three Vice Presidents – Senior Portfolio Managers, Team Leaders
  • Two Vice Presidents – Investment Consultants
  • Chief Investment Officer – Head of Private Banking Investments
  • Vice Presidents – Portfolio Managers
  • Two Vice Presidents – Relationship Managers
  • Vice President – International Investments

Keycorp, Ohio:

  • Two Senior Securities Analysts – Finance and Food & Beverage
  • Senior Portfolio Manager

Lord Abbett, New Jersey:

  • Vice President Qualitative Analyst
  • Senior Quantitative Analyst

McDonald Investments:

  • Director of Family Strategies
  • Chief Investment Officer of Investment Strategy and Management

Manufacturers and Traders Bank & Trust Company, New York:

  • Senior Vice President and Chief Investment Officer
  • Vice President, Portfolio Manager ­ Hudson Region

Mellon Bank, Pennsylvania and Delaware:

  • Senior Vice President ­ Investment Group Head, Mid Atlantic
  • Vice President, Portfolio Manager

Riggs Bank, Washington, D.C.:

  • Chief Investment Officer

Silver Ventures, Texas:

  • Family Office – Chief Investment Officer

Sanwa Bank, California:

  • Chief Investment Officer – Private Wealth Management

Traust Sollus Wealth ManagementNew York & New Jersey:

  • Chief Investment Officer

US Trust Company, New York & National:

  • Head of Capital Markets
  • Director of Investment Strategy

Victory Capital Management, Ohio: 

  • Chief Equity Strategist

Windermere Investment Associates, Oregon:

  • Senior Vice President – Investment Consultant
  • Senior Vice President ­ Relationship Managers
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