Profil
Ms. Barbara R.
Bagley, CFA, is Senior Portfolio Manager at Bank of America, NA.
She joined Bank of America in September 2010.
Ms. Bagley was previously employed as a Portfolio Manager & Analyst by Lewis Capital Management LLC, a Portfolio Manager by Doheny Asset Management LLC, and an Associate by JPMorgan Partners LLC.
Ms. Bagley received her BA in Comparative Literature from Columbia University in 1989.
Anciens postes connus de Barbara R. Bagley
| Sociétés | Poste | Fin |
|---|---|---|
Lewis Capital Management LLC
 Lewis Capital Management LLC Investment ManagersFinance Lewis Capital Management LLC (LCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Scott Lewis in 2000. LCM specializes in asset management for high-net-worth individuals, family groups and institutions. | Analyst-Equity | 30/08/2010 |
Doheny Asset Management LLC
 Doheny Asset Management LLC Investment ManagersFinance Doheny Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by William H. Doheny, Jr. in 1993 and provides advisory services to private clients, foundations, endowments and pension plans. | Analyst-Equity | 30/11/2005 |
J.P. Morgan Partners LLC
 J.P. Morgan Partners LLC Investment ManagersFinance J.P. Morgan Partners LLC is a private equity firm founded in 1984. The firm headquartered located in New York City. | Corporate Officer/Principal | 31/12/1994 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Gestionnaire de Portefeuille-Actions | - |
Formation de Barbara R. Bagley
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Doheny Asset Management LLC
Doheny Asset Management LLC Investment ManagersFinance Doheny Asset Management LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by William H. Doheny, Jr. in 1993 and provides advisory services to private clients, foundations, endowments and pension plans. | Finance |
Lewis Capital Management LLC
Lewis Capital Management LLC Investment ManagersFinance Lewis Capital Management LLC (LCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Scott Lewis in 2000. LCM specializes in asset management for high-net-worth individuals, family groups and institutions. | Finance |
J.P. Morgan Partners LLC
J.P. Morgan Partners LLC Investment ManagersFinance J.P. Morgan Partners LLC is a private equity firm founded in 1984. The firm headquartered located in New York City. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
