Perfil
Frederick Edward Thalmann worked as a Portfolio Manager at The Boston Company Asset Management LLC from 1986 to 1996.
He then worked as an Executive Vice President & Chief Operating Officer at Jamison, Eaton & Wood, Inc. from 1996 to 2015.
Prior to that, he was a Senior Vice President at Callan LLC in 1982-1983.
He also worked as a Managing Director at Silvercrest Asset Management Group LLC from 2015 to 2018.
Before his career in finance, he served as a Commissioned Officer in the United States Navy.
Thalmann earned his undergraduate degree from Syracuse University in 1968.
Antiguos cargos conocidos de Fred Thalmann.
Empresas | Cargo | Fin |
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Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Gestor de Cartera-Acciones | 01/01/2018 |
Jamison, Eaton & Wood, Inc.
Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Director de Operaciones | 30/06/2015 |
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Gestor de Cartera-Acciones | 31/03/1996 |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Gestor de Cartera-Acciones | 31/12/1983 |
United States Navy (District of Columbia) | Corporate Officer/Principal | - |
Formación de Fred Thalmann.
Syracuse University | Undergraduate Degree |
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Empresas privadas | 6 |
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The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
Jamison, Eaton & Wood, Inc.
Jamison, Eaton & Wood, Inc. Investment ManagersFinance Founded in 1972, Jamison, Eaton & Wood, Inc. is an independent registered investment advisor firm located in Bedminster, New Jersey with an additional office in Princeton, New Jersey. They provide services to pension and profit sharing plans, foundations, endowments, Taft Hartley funds, corporate investors and individual investors. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
Manufacturers Hanover Trust Bank | |
United States Navy (District of Columbia) | Government |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Finance |
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