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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 primarily uses fundamental analysis when choosing individual securities for investment in client accounts. However, they also may consider other factors and employ other methods of analysis such as fundamental analysis of stocks with cyclical characteristics. The firm invests in the long term in a broad spectrum of economic sectors, and in both the US and foreign markets. | Fondateur | 01/01/2015 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2008 |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Corporate Officer/Principal | 31/12/2006 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | 31/12/2004 |
Banque Paribas SA
 Banque Paribas SA Major BanksFinance Provides banking and financial services | Corporate Officer/Principal | - |
Formation de Jolie Ann Bales
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Milbank LLP
 Milbank LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Commercial Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Finance |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Commercial Services |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banque Paribas SA
Banque Paribas SA Major BanksFinance Provides banking and financial services | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Artience Capital Management LLC
Artience Capital Management LLC Investment ManagersFinance Artience Capital primarily uses fundamental analysis when choosing individual securities for investment in client accounts. However, they also may consider other factors and employ other methods of analysis such as fundamental analysis of stocks with cyclical characteristics. The firm invests in the long term in a broad spectrum of economic sectors, and in both the US and foreign markets. | Finance |
