Profil
Ms. Denise A.
Gallo is a Senior Portfolio Manager at PGIM Custom Harvest LLC (formerly known as Green Harvest Asset Management).
She is responsible for day-to-day management of separately managed accounts and oversees operational and back-office functions.
She joined PGIM Investments in December 2021 and joined Green Harvest in 2018.
Ms. Gallo was previously an Associate Portfolio Manager at Columbia Threadneedle Investment (CTI) where she served as a portfolio construction subject-matter expert for the ETF business.
She was previously employed as an Associate Director of Portfolio & Fund Operations by Emerging Global Advisors LLC and a Vice President & Marketing Manager by Merrill Lynch & Co., Inc. /Old/.
Ms. Gallo attended college at Fairleigh Dickinson and has graduated multiple management.
Postes actifs de Denise Gallo
| Sociétés | Poste | Début |
|---|---|---|
PGIM Custom Harvest LLC
 PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Gestionnaire de Portefeuille-Actions | 01/02/2018 |
Anciens postes connus de Denise Gallo
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Emerging Global Advisors LLC
 Emerging Global Advisors LLC Investment ManagersFinance Founded in 2008 by Robert Holderith, Emerging Global Advisors LLC is a registered investment advisor headquartered in New York City. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Emerging Global Advisors LLC
Emerging Global Advisors LLC Investment ManagersFinance Founded in 2008 by Robert Holderith, Emerging Global Advisors LLC is a registered investment advisor headquartered in New York City. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Finance |
