Jolie Ann Bales
Plus aucun poste en cours
Profil
Jolie Ann Bales is the founder of Artience Capital Management LLC, which was founded in 2009.
She held former positions as Managing Director at Bank of America Corp.
in 2004, Managing Director at Boston Trust Walden, Inc. in 2006, Principal at Milbank LLP, Senior Vice President at Merrill Lynch, Pierce, Fenner & Smith, Inc. in 2008, Principal at McKinsey & Co., Inc., and Principal at Banque Paribas SA. Ms. Bales received her undergraduate degree from Pomona College in 1978 and her graduate degree from the University of California, Berkeley in 1983.
Anciens postes connus de Jolie Ann Bales
| Sociétés | Poste | Fin |
|---|---|---|
Artience Capital Management LLC
 Artience Capital Management LLC Investment ManagersFinance Artience Capital Management LLC (Artience Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was co-founded by Kim Nordmo and Jolie Bales in 2009. Artience Capital provides investment services to high-net-worth individuals, families and institutions. | Fondateur | 01/01/2015 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | 31/12/2008 |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Corporate Officer/Principal | 31/12/2006 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 31/12/2004 |
| Banque Paribas SA | Corporate Officer/Principal | - |
Formation de Jolie Ann Bales
| Pomona College | Undergraduate Degree |
| University of California, Berkeley | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 6 |
|---|---|
Milbank LLP
 Milbank LLP Miscellaneous Commercial ServicesCommercial Services Milbank LLP provides legal services. It serves corporate, finance, financial restructuring, litigation and arbitration, securities, capital markets, trusts, estates, and exempt organizations, and tax markets. The company was founded in 1866 and is headquartered in New York, NY. | Commercial Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
| Banque Paribas SA | Finance |
Artience Capital Management LLC
Artience Capital Management LLC Investment ManagersFinance Artience Capital Management LLC (Artience Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was co-founded by Kim Nordmo and Jolie Bales in 2009. Artience Capital provides investment services to high-net-worth individuals, families and institutions. | Finance |
