![Suzanne Gray Harvey](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Suzanne G.
Harvey is Co-Founder & Senior Managing Director at Fulcrum Securities LLC.
Ms. Harvey worked as an independent consultant covering ethical investment issues for institutional money management firms and mutual fund companies.
Prior to that, she served as a Managing Director with Thomson Financial Services as part of their Institutional Shareholder Services division where she ran the Social Investment Research Service (SIRS), an investment screening service for institutional equity investors.
Ms. Harvey originally established SIRS in 1984, as a division of Prudential Securities' Equity Research Department in their Washington Research office where she served as Director and Senior Equity Analyst.
While at Prudential, Ms. Harvey and the other members of the Washington Research office placed first in their category of Institutional Investor magazine's annual All-American Research Team.
SIRS was spun-off in late 1998, and she ran the Company as an independent entity which she later sold to Thomson.
She received her B.A.
degree from the University of California, Berkeley and a graduate degree from Yale University.
Anciens postes connus de Suzanne Gray Harvey
Sociétés | Poste | Fin |
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Fulcrum Securities LLC
![]() Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Fondateur | 01/12/2015 |
Thomson Financial Services LLC
![]() Thomson Financial Services LLC Life/Health InsuranceFinance Thomson Financial Services LLC offers insurance services. The firm assists employees on claim issues and educate on benefits of policies. It offers medical, dental, life, disability, and long term insurance services. The company is headquartered in Southington, CT. | Corporate Officer/Principal | - |
Formation de Suzanne Gray Harvey
University of California, Berkeley | Undergraduate Degree |
Yale University | Graduate Degree |
Expériences
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Entreprise privées
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Entreprise privées | 2 |
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Fulcrum Securities LLC
![]() Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Finance |
Thomson Financial Services LLC
![]() Thomson Financial Services LLC Life/Health InsuranceFinance Thomson Financial Services LLC offers insurance services. The firm assists employees on claim issues and educate on benefits of policies. It offers medical, dental, life, disability, and long term insurance services. The company is headquartered in Southington, CT. | Finance |