Profil
Tara G.
Stergis worked as a Senior Portfolio Analyst at Evergreen Investments Associates, Inc. from 2007 to 2011.
Prior to that, she was an Associate at Prudential Securities from 1988 to 2003.
From 2011 to 2017, she served as a Senior Portfolio Manager at Golden Capital Management LLC.
She also worked as a Research Analyst at Prudential Equity Group LLC from 2004 to 2007.
Currently, she is a Portfolio Manager at Allspring Global Investments LLC, a position she has held since 2017.
Ms. Stergis obtained her undergraduate degree from Hofstra University.
Anciens postes connus de Tara G. Stergis
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Golden Capital Management LLC
 Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Gestionnaire de Portefeuille-Actions | 01/07/2017 |
Evergreen Investments Associates, Inc.
 Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | Corporate Officer/Principal | 30/10/2011 |
Prudential Equity Group LLC
 Prudential Equity Group LLC Investment Banks/BrokersFinance A unit of Prudential Financial, Inc. (NYSE: PRU), Prudential Equity Group LLC is a broker/dealer headquartered in New York City with additional offices in Chicago, Kansas City, Missouri, Menlo Park, California and San Francisco. The firm provides indpendent equity research, sales and trading to domestic and international institutional clients | Analyst-Equity | 06/06/2007 |
| Prudential Securities | Analyst-Equity | 31/12/2003 |
Formation de Tara G. Stergis
| Hofstra University | Undergraduate Degree |
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 | 5 |
|---|---|
| Prudential Securities | Finance |
Prudential Equity Group LLC
Prudential Equity Group LLC Investment Banks/BrokersFinance A unit of Prudential Financial, Inc. (NYSE: PRU), Prudential Equity Group LLC is a broker/dealer headquartered in New York City with additional offices in Chicago, Kansas City, Missouri, Menlo Park, California and San Francisco. The firm provides indpendent equity research, sales and trading to domestic and international institutional clients | Finance |
Golden Capital Management LLC
Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
Evergreen Investments Associates, Inc.
Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | 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 |
