![Joanna A. Levasseur](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Joanna A. Levasseur worked as a Portfolio Manager at Atherton Lane Advisers LLC from 2009 to 2016.
She then worked as a Vice President of Wealth Manager at The Bank of New York Mellon Corp.
(Wealth Management) from 2016 to 2019.
Ms. Levasseur obtained an undergraduate degree from San Jose State University.
Anciens postes connus de Joanna A. Levasseur
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Atherton Lane Advisers LLC
 Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. | Gestionnaire de Portefeuille-Actions | 30/04/2016 |
Formation de Joanna A. Levasseur
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
27
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Atherton Lane Advisers LLC
Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold. | Finance |
San Jose State University
 San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
