Cynthia Steer
Directeur Général chez Fiduciary.ai, Inc.
Profil
Cynthia F.
Steer is currently the Co-Chief Executive Officer & Director at Fiduciary.ai, Inc., Co-Chairman-Emeritus at Institutional Investor Institute, and an Independent Director at Brightwood Capital Corp.
I.
She previously held positions as a Director at BNY Mellon Municipal Income, Inc., BNY Mellon Strategic Municipal Bond Fund, Inc., BNY Mellon Strategic Municipals, Inc., and BNY Mellon High Yield Strategies Fund.
She was also a Managing Director at Russell Investment Management LLC and the Chief Research Strategist & Managing Director at Rogerscasey, Inc. In addition, she served as the Head of Manager Research & Investment Solutions at The Bank of New York Mellon Corp.
(Investment Management) from 2012 to 2014.
Steer received her undergraduate degree from Smith College, her graduate degree from New York University, and her MBA from The Wharton School of the University of Pennsylvania.
Postes actifs de Cynthia Steer
| Sociétés | Poste | Début |
|---|---|---|
Fiduciary.ai, Inc.
 Fiduciary.ai, Inc. Packaged SoftwareTechnology Services Fiduciary.ai, Inc. provides technology services. The company is headquartered in Norwalk, CT. | Directeur Général | - |
Brightwood Capital Corp. I
 Brightwood Capital Corp. I Investment ManagersFinance Brightwood Capital Corp. I is a closed-end, non-diversified investment management company. It offers investment services. The company was founded on November 15, 2021 and is headquartered in New York, NY. | Directeur/Membre du Conseil | - |
Institutional Investor Institute
 Institutional Investor Institute Miscellaneous Commercial ServicesCommercial Services Institutional Investor Institute is a membership organization for investment management executives. | Directeur/Membre du Conseil | - |
Anciens postes connus de Cynthia Steer
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Directeur de la Recherche - Actions | 31/12/2014 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | Directeur/Membre du Conseil | - |
| BNY MELLON MUNICIPAL INCOME, INC. | Directeur/Membre du Conseil | - |
| BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | Directeur/Membre du Conseil | - |
| BNY MELLON STRATEGIC MUNICIPALS, INC. | Directeur/Membre du Conseil | - |
Formation de Cynthia Steer
| Smith College | Undergraduate Degree |
| New York University | Graduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Rogerscasey, Inc.
 Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Finance |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Finance |
Russell Investment Management LLC
 Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Finance |
BNY Mellon Strategic Municipals, Inc.
 BNY Mellon Strategic Municipals, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Strategic Municipals, Inc. is a closed-end investment fund and investment trust. The fund's investment objective is to maximize current income exempt from federal income tax to the extent consistent with the preservation of capital. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous |
BNY Mellon Strategic Municipal Bond Fund, Inc.
 BNY Mellon Strategic Municipal Bond Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Strategic Municipal Bond Fund, Inc. operates as closed-end management investment company. Its investment objective is to maximize current income exempt from federal income tax to the extent consistent with the preservation of capital. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous |
BNY Mellon Municipal Income, Inc.
 BNY Mellon Municipal Income, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Municipal Income, Inc. engages in the provision of access to equity, fixed income and money market mutual funds, separately managed accounts, retirement and cash management strategies, and asset allocation solutions. The company was founded in 1947 and is headquartered in New York, NY. | Miscellaneous |
BNY Mellon High Yield Strategies Fund
 BNY Mellon High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous BNY Mellon High Yield Strategies Fund is a non-diversified, closed-end management investment company. Its primary investment objective is to seek high current income. The firm invests its assets in income securities of U.S. issuers rated below investment grade quality or unrated income securities that The Dreyfus Corp., serving as the fund's investment manager and administrator. The company was founded on March 16, 1998 and is headquartered in New York, NY. | Miscellaneous |
Fiduciary.ai, Inc.
Fiduciary.ai, Inc. Packaged SoftwareTechnology Services Fiduciary.ai, Inc. provides technology services. The company is headquartered in Norwalk, CT. | Technology Services |
Brightwood Capital Corp. I
Brightwood Capital Corp. I Investment ManagersFinance Brightwood Capital Corp. I is a closed-end, non-diversified investment management company. It offers investment services. The company was founded on November 15, 2021 and is headquartered in New York, NY. | Finance |
Institutional Investor Institute
Institutional Investor Institute Miscellaneous Commercial ServicesCommercial Services Institutional Investor Institute is a membership organization for investment management executives. | Commercial Services |