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Historique de carrière de Alicia M. André
Anciens postes connus de Alicia M. André
Sociétés | Poste | Début | Fin |
---|---|---|---|
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Gestionnaire de Portefeuille-Actions | 01/10/2014 | 01/05/2015 |
Banyan Partners LLC
![]() Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Gestionnaire de Portefeuille-Actions | 01/10/2013 | 01/11/2014 |
Portfolio Manager-Fixed Income | 01/10/2013 | 01/11/2014 | |
Stratège de marché | 01/08/2013 | 01/11/2014 | |
Silver Bridge Capital Management LLC
![]() Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Gestionnaire de Portefeuille-Actions | 01/01/1993 | 04/02/2014 |
Portfolio Manager-Fixed Income | 01/01/1993 | 04/02/2014 | |
Mellon Trust of New England, NA
![]() Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Gestionnaire de Portefeuille-Actions | 01/01/1986 | 31/12/1992 |
Formation de Alicia M. André
Rochester Institute of Technology | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 4 |
Portfolio Manager-Fixed Income | 2 |
Market Strategist | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Silver Bridge Capital Management LLC
![]() Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
Mellon Trust of New England, NA
![]() Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Finance |
Banyan Partners LLC
![]() Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
SVB Wealth LLC
![]() SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
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