Historial de carrera de Ram Kolluri
Antiguos cargos conocidos de Ram Kolluri.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Global Wealth Management LLC
Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Analyst-Equity | 01/01/2010 | 19/05/2023 |
Director Ejecutivo | 01/01/2010 | 01/01/2016 | |
Presidente | 01/01/2017 | 19/05/2023 | |
Director de Inversiones | 01/01/2010 | 01/01/2016 | |
Fundador | 01/01/2010 | 19/05/2023 | |
Miembro del Comité de Inversión | 01/01/2010 | 19/05/2023 | |
Gestor de Cartera-Acciones | 01/01/2010 | 19/05/2023 | |
Presidente | 01/01/2010 | 01/01/2016 | |
ICICI Investment Advisors
ICICI Investment Advisors Investment ManagersFinance ICICI Group Global Private Clients is a registered investment advisor located in Princeton, New Jersey. They are a subsidiary of ICICI Securities, Inc. and their ultimate parent is ICICI Bank Ltd. of India. The firm specializes in providing financial independence, retirement planning and investment portfolio management services to high net-worth individuals, trusts, foundations and corporate pension plans | Director de Inversiones | 01/01/2008 | 01/01/2010 |
Director de Investigación - Acciones | 01/01/2008 | 01/01/2010 | |
Head-Equity Investments | 01/01/2008 | 01/01/2010 | |
Gestor de Cartera-Acciones | 01/01/2008 | 01/01/2010 | |
Portfolio Manager-Fixed Income | 01/01/2008 | 01/01/2010 | |
Presidente | 01/01/2008 | 01/01/2010 | |
Global Investment Management Inc
Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Director de Inversiones | 01/01/1996 | 01/01/2008 |
Director de Investigación - Acciones | 01/01/1996 | 01/01/2008 | |
Head-Equity Investments | 01/01/1996 | 01/01/2008 | |
Gestor de Cartera-Acciones | 01/01/1996 | 01/01/2008 | |
Portfolio Manager-Fixed Income | 01/01/1996 | 01/01/2008 | |
Presidente | 01/01/1996 | 01/01/2008 | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Analyst-Equity | 01/01/1980 | 31/12/1981 |
CBS Corp. /Old/ | Analyst-Equity | - | - |
Formación de Ram Kolluri.
Pace University | Masters Business Admin |
Andhra University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 7 |
India | 2 |
Operativa
Chief Investment Officer | 3 |
Portfolio Manager-Equities | 3 |
President | 3 |
Sectorial
Finance | 5 |
Consumer Services | 4 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 5 |
---|---|
Global Investment Management Inc
Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Finance |
CBS Corp. /Old/ | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
ICICI Investment Advisors
ICICI Investment Advisors Investment ManagersFinance ICICI Group Global Private Clients is a registered investment advisor located in Princeton, New Jersey. They are a subsidiary of ICICI Securities, Inc. and their ultimate parent is ICICI Bank Ltd. of India. The firm specializes in providing financial independence, retirement planning and investment portfolio management services to high net-worth individuals, trusts, foundations and corporate pension plans | Finance |
Global Wealth Management LLC
Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Finance |
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