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Joel Mittelman
Director Ejecutivo en Mittelman Wealth Management LLC .
Cargos activos de Joel Mittelman
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Mittelman Wealth Management LLC | Director Ejecutivo | 01/01/2021 | - |
Director de Inversiones | 01/01/2021 | - | |
Presidente | 01/01/2021 | - |
Historial de carrera de Joel Mittelman
Antiguos cargos conocidos de Joel Mittelman.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Fiduciary Trust Co.
![]() Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Gestor de Cartera-Acciones | 01/01/2015 | 01/04/2021 |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 30/09/2007 | 30/09/2007 |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | 30/09/2005 | 30/09/2005 |
McKinsey & Co., Inc.
![]() McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/08/2001 | 31/08/2001 |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 31/08/1997 | 31/08/1997 |
RINET Co. LLC
![]() RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Corporate Officer/Principal | 31/07/1993 | 31/07/1993 |
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. | Estratega de mercado | 01/09/2007 | - |
Formación de Joel Mittelman.
Carnegie Mellon University | Masters Business Admin |
University of New Hampshire | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 10 |
Reino Unido | 2 |
Operativa
Corporate Officer/Principal | 5 |
Market Strategist | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 7 |
Consumer Services | 3 |
Commercial Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 8 |
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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 |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Fiduciary Trust Co.
![]() Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
McKinsey & Co., Inc.
![]() McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
RINET Co. LLC
![]() RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Finance |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Mittelman Wealth Management LLC | Finance |
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