Profil
Ms. Fielding joined HRJ Capital in September 2007 from Bank of America, where she was a director, focusing on the delivery of global wealth management & alternative investments through consultative advice and client education.
Previously, she was a member of the Financial Services department at Robertson Stephens, where she developed institutional relationships and co-headed the firm’s Investment Consulting Group.
Prior to Robertson, she held marketing & client service positions in San Francisco with Wells Capital Management, (formerly Montgomery Asset Management) and 3Bridge Capital and in New York City with Oppenheimer Capital and J & W Seligman.
Ms. Fielding received her B.A.
in Economics from Wheaton College, maintains NASD licenses 7, 63, 65, and through IMCA & the Wharton School, holds the Certified Investment Management Analyst certificate (CIMA), the Investment Strategist Certificate, and the Alternative Investments Certificate.
Anciens postes connus de Megan Fielding
| Sociétés | Poste | Fin |
|---|---|---|
HRJ Capital LLC
 HRJ Capital LLC Investment ManagersFinance Founded 1999, HRJ Capital is a private equity firm headquartered in Woodside, California | Corporate Officer/Principal | 01/01/2009 |
| Bank of America, FSB (Salt Lake City, Utah) | Corporate Officer/Principal | 31/08/2007 |
J.&W. Seligman & Co., Inc.
 J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Corporate Officer/Principal | - |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Corporate Officer/Principal | - |
| 3Bridge Capital LLC | Corporate Officer/Principal | - |
Formation de Megan Fielding
| Wheaton College (Massachusetts) | Undergraduate Degree |
| University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
HRJ Capital LLC
HRJ Capital LLC Investment ManagersFinance Founded 1999, HRJ Capital is a private equity firm headquartered in Woodside, California | Finance |
| Bank of America, FSB (Salt Lake City, Utah) | Finance |
RS Investment Management Co. LLC
 RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Finance |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
| 3Bridge Capital LLC | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Finance |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |