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Joseph D. Shelly
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Finance
Consumer Services
Perfil
Mr. Joseph D.
Shelly is a Director-Consultant Relations at Glenmede Investment Management LP.
Prior to joining Glenmede Investment Management, Mr. Shelly was senior vice president and director of institutional sales and consultant relations at U.S.
Trust Company, where he focused on developing institutional business from corporate plan sponsors on a national level.
Before that, he was director of institutional investment strategies at Bank of America Capital Management.
He has held similar positions at Harris Investment Management and John Nuveen & Company.
Mr. Shelly received a BS in Business Administration from Miami University and a JD from The John Marshall Law School.
He is a member of the bar in Illinois and holds NASD Series 7 and 63 licenses.
Antiguos cargos conocidos de Joseph D. Shelly.
| Empresas | Cargo | Fin |
|---|---|---|
Glenmede Investment Management LP
 Glenmede Investment Management LP Investment ManagersFinance GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework. | Ventas & Marketing | 31/07/2012 |
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Banc of America Capital Management LLC
 Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formación de Joseph D. Shelly.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
John Marshall Law School (Georgia)
 John Marshall Law School (Georgia) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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