Profil
Sara J.
Grillo is the founder of Grillo Investment Management, LLC, which was founded in 2011.
She worked as a Research Analyst at Lehman Brothers, Inc. from 2007 to 2008 and as an Analyst at Rochdale Investment Management LLC from 2004 to 2007.
She also held positions at JPMorgan Chase & Co., Barclays Capital, Inc., FMR LLC, and Conrad Capital Management, Inc. She received an undergraduate degree from Harvard University and an MBA from New York University.
Anciens postes connus de Sara J. Grillo
| Sociétés | Poste | Fin |
|---|---|---|
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 23/09/2008 |
Rochdale Investment Management LLC
 Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Analyst-Equity | 30/08/2007 |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 31/12/2003 |
Grillo Investment Management, LLC
 Grillo Investment Management, LLC Investment ManagersFinance Grillo Investment Management LLC provides investment advice services. The company was founded by Sara J. Grillo in 2011 and is headquartered in New York, NY. | Fondateur | - |
Conrad Capital Management, Inc.
 Conrad Capital Management, Inc. Investment ManagersFinance Conrad Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Hauppauge, New York. The firm was founded by Donald E.Conrad in 1997. CCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. | Gestionnaire de Portefeuille-Actions | - |
Formation de Sara J. Grillo
| Harvard University | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Entreprise privées | 6 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Conrad Capital Management, Inc.
Conrad Capital Management, Inc. Investment ManagersFinance Conrad Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Hauppauge, New York. The firm was founded by Donald E.Conrad in 1997. CCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. | Finance |
Grillo Investment Management, LLC
Grillo Investment Management, LLC Investment ManagersFinance Grillo Investment Management LLC provides investment advice services. The company was founded by Sara J. Grillo in 2011 and is headquartered in New York, NY. | Finance |