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Historial de carrera de Vikas Oswal
Antiguos cargos conocidos de Vikas Oswal.
Empresas | Cargo | Inicio | Fin |
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Advisor Partners LLC
![]() Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Director Ejecutivo | 01/01/2016 | 01/04/2017 |
Director de Inversiones | 01/01/2016 | 01/04/2017 | |
Gestor de Cartera-Acciones | 01/01/2016 | 01/04/2017 | |
Jefe de Banca Privada | 01/01/2016 | 01/04/2017 | |
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Miembro del Comité de Inversión | - | 13/04/2011 |
Gestor de Cartera-Acciones | - | 01/04/2012 | |
Portfolio Manager-Fixed Income | 13/04/2011 | 01/04/2012 |
Formación de Vikas Oswal.
University of California, Berkeley | Masters Business Admin |
University of Oklahoma | Graduate Degree |
Banaras Hindu University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
India | 2 |
Operativa
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorial
Consumer Services | 4 |
Finance | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Advisor Partners LLC
![]() Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
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