Edward Stephen
Directeur/Membre du Conseil chez Tuskegee University
Profil
Stephen is Managing Director for Zephyr Management, L.P.
He is responsible for the overall general management of the firm’s finance, legal, marketing and client service functions.
He is also Senior Advisor to Zephyr Peacock PE funds in India.
Prior to joining Zephyr, he served as Chairman and CEO of The Dreyfus Corporation and as a Vice Chairman of Mellon Financial Corporation.
He also served as CEO of Kleinwort Benson Investment Management Americas, Mitchell Hutchins Institutional Investments and Chase Investors Management Corp.
Stephen has an AB from Cornell University and an MBA from Columbia University Graduate School of Business.
He is a member of the CFA Institute, New York Society of Security Analysts, Economic Club of New York and is a Trustee of Tuskegee University.
Formerly, Stephen served on the Board of Governors for the Investment Company Institute and was a member of the Financial Services Roundtable.
Postes actifs de Edward Stephen
| Sociétés | Poste | Début |
|---|---|---|
| Tuskegee University | Directeur/Membre du Conseil | - |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Corporate Officer/Principal | - |
Miles Software Solutions Pvt Ltd.
 Miles Software Solutions Pvt Ltd. Packaged SoftwareTechnology Services Miles Software Solutions Pvt Ltd. provides comprehensive technology solutions to wealth and asset management firms. It provides moneyware, investment compliance, investmentpro, collateral & loan management solution, custody solution, support & integration services, and enterprise data management, managed services, reporting services and SaaS compliance & regulatory reporting products. The company was founded by Milan Manharkant Ganatra in 1999 and is headquartered in Mumbai, India. | Directeur/Membre du Conseil | 27/07/2011 |
ZP India Advisory Pvt Ltd.
 ZP India Advisory Pvt Ltd. Investment ManagersFinance ZP India Advisory Pvt Ltd. was founded in 2007 and is based in Bengaluru, IN. The private company engages in the business of providing establishment and management of funds, investment advice, consultancy, and other non-fund related activities services. | Directeur/Membre du Conseil | - |
Zephyr Management LP
 Zephyr Management LP Investment ManagersFinance Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York. | Private Equity Investor | 01/01/2008 |
Anciens postes connus de Edward Stephen
| Sociétés | Poste | Fin |
|---|---|---|
Founders Asset Management LLC
 Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds | Directeur Général | 31/10/2007 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Directeur Général | 31/12/2006 |
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Directeur/Membre du Conseil | 28/12/2006 |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Directeur/Membre du Conseil | 28/12/2006 |
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Formation de Edward Stephen
| Cornell University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
Mitchell Hutchins Institutional Investors, Inc.
 Mitchell Hutchins Institutional Investors, Inc. Investment ManagersFinance Mitchell Hutchins Institutional Investors, Inc. provides investment advisory services. The private company is based in New York, NY. | Finance |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
Founders Asset Management LLC
Founders Asset Management LLC Investment ManagersFinance Founded in 1938, Founders Asset Management LLC is a mutual fund manager and registered investment advisor headquartered in Denver, Colorado. The firm is a subsidiary of Mellon Financial Corp. (NYSE: MEL) which acquired the firm in 1998. They manage the Dreyfus Founders funds | Finance |
Miles Software Solutions Pvt Ltd.
Miles Software Solutions Pvt Ltd. Packaged SoftwareTechnology Services Miles Software Solutions Pvt Ltd. provides comprehensive technology solutions to wealth and asset management firms. It provides moneyware, investment compliance, investmentpro, collateral & loan management solution, custody solution, support & integration services, and enterprise data management, managed services, reporting services and SaaS compliance & regulatory reporting products. The company was founded by Milan Manharkant Ganatra in 1999 and is headquartered in Mumbai, India. | Technology Services |
Kleinwort Benson, Inc.
 Kleinwort Benson, Inc. Investment Banks/BrokersFinance Part of Commerzbank AG, Kleinwort Benson, Inc. is a security brokers, dealers, and American flotation company. | Finance |
| Chase Investors Management Corp. | |
ZP India Advisory Pvt Ltd.
ZP India Advisory Pvt Ltd. Investment ManagersFinance ZP India Advisory Pvt Ltd. was founded in 2007 and is based in Bengaluru, IN. The private company engages in the business of providing establishment and management of funds, investment advice, consultancy, and other non-fund related activities services. | Finance |
Zephyr Management LP
Zephyr Management LP Investment ManagersFinance Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York. | Finance |
