BNY Mellon Investment Management

BNY Mellon Investment Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BNY Mellon Investment Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

BNY Mellon Investment Management Salaries. You can even request information on how much does BNY Mellon Investment Management pay if you want to. Learn about salaries, pros and cons of working for BNY Mellon Investment Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

44 BNY Mellon Investment Management employees in database. Find out everything there's to know about BNY Mellon Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

BNY Mellon Investment Management Employees

Employee
Years
Job
Industry
Liam White Liam White Greater Boston Area Details
Liam White's BNY Mellon Investment Management Experience June 2013 - August 2013
Job Business Delivery Specialist at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt  July 2014 - Present
BNY Mellon Investment Management   June 2013 - August 2013
JL Dunn & Company   May 2012 - August 2012

Skills
Microsoft Excel, Asset Management, Supply Chain Management, Project Management, Microsoft Office, PowerPoint, Financial Services, Salesforce.com, Sales, Logistics, SAP, Public Speaking, Social Media, Fishing, Customer Service, SQL, Pivot Tables, Retirement Plan..., Financial Accounting, Management Consulting, Social Media Marketing, Microsoft Word, Client Relations Skills

Education
Miami University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Farmer School of Business

Universitat Autònoma de Barcelona   2012 — 2012
Study Abroad - Fall Semester 2012, Barcelona, Spain

The Governor's Academy   2006 — 2010
New England Boarding School, Member of the Independent School League (ISL)

Brooks Marston Brooks Marston Boston, Massachusetts Details
Brooks Marston's BNY Mellon Investment Management Experience January 2014 - Present
Job BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management   January 2014 - Present
Pershing, a BNY Mellon company  September 2000 - December 2013
Fidelity Investments  March 1998 - March 2000
Donaldson, Lufkin & Jenrette   1993 - 1998

Skills
Series 7, Securities, Investments, Financial Services, Mutual Funds, Series 63, Management, FINRA, Portfolio Management, Asset Management, Fixed Income, Equities, Risk Management, Sales, Trading, Wealth Management, Account Management, Banking, Business Analysis, New Business Development, Business Strategy, Investment Management, Distribution Strategies, Public Speaking

Education
Quinnipiac University - School of Business   1981 — 1985
International Business

Albert Yeh Albert Yeh New York, New York Details
Albert Yeh's BNY Mellon Investment Management Experience 2013 - 2014
Job Financial Services
Industry Financial Services
Experience
BNY Mellon Investment Management   2013 - 2014
BlackRock  2011 - 2013
Bank of America Merrill Lynch  2006 - 2011
Bank of America Merrill Lynch  2004 - 2006
Bank of America Merrill Lynch  2000 - 2004
PwC Consulting  1996 - 2000
JPMorgan Chase  1993 - 1996

Skills
Management, Financial Markets, Fixed Income, Equities, Trading, Institutional Sales, ETFs, Asset Management, Profit Maximization, Capital Markets, Investment Banking, Emerging Markets, Derivatives, Hedge Funds, Real Estate, Retail Distribution, Expense Reduction, Business Development, New Business Set-up, Product Development, Sales, Regulatory Compliance

Education
Cornell University   1992 — 1993
Master of Engineering (M.Eng.), Operations Research

Cornell University   1988 — 1992
Bachelor of Science (B.S.), Operations Research and Industrial Engineering

Harsh Parikh Harsh Parikh Greater New York City Area Details
Harsh Parikh's BNY Mellon Investment Management Experience May 2008 - April 2015
Job Investment Vice President Multi Asset Class Solutions Group at Prudential Investment Management
Industry Financial Services
Experience
Prudential Investment Management  April 2015 - Present
BNY Mellon Investment Management   May 2008 - April 2015
GMAC Rescap  January 2007 - May 2008
Countrywide Capital Markets  February 2005 - January 2007
Interactive Data  June 2001 - February 2005

Skills
Portfolio Management, Asset Allocation, Derivatives, Investments

Education
EDHEC Business School   2012 — 2016
PhD in Finance Candidate, Asset Allocation

University of Southern California   2002 — 2006
M.S., Mathematical Finance

University of Southern California   2000 — 2001
M.S., Computer Science

L.D College of Engineering - Ahmedabad   1995 — 1999
B.E., Computer Engineering

Scott Helfstein Scott Helfstein Greater New York City Area Details
Scott Helfstein's BNY Mellon Investment Management Experience May 2014 - Present
Job Global Capital Market Strategy at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   May 2014 - Present
Combating Terrorism Center at West Point  May 2014 - Present
Council on Foreign Relations  2011 - Present
George Washington University, Center for Cyber and Homeland Security   2011 - Present
Combating Terrorism Center at West Point  2010 - May 2014
United States Military Academy  August 2008 - May 2014
Combating Terorrism Center at West Point   2008 - 2010
Credit Suisse First Boston  1999 - 2002
Federal Reserve Board  1997 - 1999

Skills
Global Tactical Asset..., Financial Markets, Global Macro, Capital Markets, Corporate Finance, Asset Management, Investment Strategies, Investment Management, Economics, International Economics, Research, Analysis, Strategy, Political Risk Analysis, Intelligence Analysis, Strategic Planning, Intelligence, Financial Risk, Risk Management, Business Strategy, Crisis Management, Leadership, Qualitative Research, Political Economy, Public Affairs, Foreign Policy, International Relations, Policy Analysis, Government, International Security, Political Science, Public Policy, National Security, Policy, Foreign Affairs, Diplomacy, Counterterrorism, Politics, International..., International..., Strategic Communications, Defense, Program Management, Stata, Africa, Economic Development, Program Evaluation, Capacity Building, European Union, Counterinsurgency

Education
University of Michigan   2004 — 2008
PhD, Public Policy and Political Science

King's College London, U. of London   2002 — 2004
MA, War Studies

The George Washington University   1996 — 1999
BBA, Finance

Craig Hartnett Craig Hartnett Boston, Massachusetts Details
Craig Hartnett's BNY Mellon Investment Management Experience 2006 - Present
Job Head, Business Development U.S. East
Industry Investment Management
Experience
BNY Mellon Investment Management   2006 - Present
RBS Greenwich Capital  2003 - 2006
State Street  2000 - 2003
State Street  1997 - 2000
State Street  1994 - 1997
Fleet Bank  1988 - 1993

Skills
Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Alternative Investments, Investment Management, Asset Allocation, Derivatives, Securities, Mutual Funds, Financial Services, Outsourced Solutions, OCIO, Fiduciary Management, New Business Development, Investment Sales, RIA, Family Office, High Net Worth..., Institutional..., Institutional Sales, Hedge Funds, Equities, Investment Strategies

Education
Boston University   1991 — 1994
Master of Business Administration (M.B.A.), Finance and Quantitative Methods, 3.45 GPA

CFA Institute   1992 — 1994
Chartered Financial Analyst

Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst - Level 2 Candidate • September 2015

Boston University   2015 — 2015
Financial Planning and Services

Marlene McGill Marlene McGill New York, New York Details
Marlene McGill's BNY Mellon Investment Management Experience April 2015 - Present
Job Assistant to Chief Operating Officer at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management   April 2015 - Present
Aspen Insurance  January 2011 - April 2015
New York Life Investments  March 2008 - November 2010
Subaqueous Services, Inc   July 2005 - March 2008
Winter Park Construction (WPC)   August 2003 - July 2005
Prudential Financial Services  September 1998 - February 2002
Merrill Lynch & Company  April 1995 - September 1998
Securities Research & Economies   January 1995 - January 1997

Skills
Administrative..., Office Management, Leadership, Budgets, Time Management, Event Planning, Management, Marketing, Microsoft Excel, PowerPoint, CRM, Microsoft Office, Concur, Blackberry, Microsoft Word, Gatekeeper, Heavy Calendaring, Travel Management, Business Travel, Minutes, Administrative..., Travel Arrangements

Education
University of East London   1990 — 1992
Business Administration

Duff’s Business College
Associate Degree, Secretarial Science

Patricia Hudson Patricia Hudson Greater Boston Area Details
Patricia Hudson's BNY Mellon Investment Management Experience August 2012 - Present
Job Managing Director, Head of Investment Communications at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management   August 2012 - Present
BNY Mellon Asset Management  2010 - Present
Bridgewater Associates  2009 - 2010
Wellington Management  2007 - 2008
State Street Global Advisors  2004 - 2007

Skills
Investment..., Asset Management, Investment Management, Strategic Planning, Investments, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Marketing Communications, Marketing Strategy, Equities, Management, Capital Markets, Strategy, Investment Strategies, Bloomberg, Series 7, Securities, Emerging Markets

Education
Harvard University
A.B., European History and German

UC Berkeley
East European Studies

Universität Hamburg / University of Hamburg
DAAD Fellow

Andrew Wozniak Andrew Wozniak Pittsburgh, Pennsylvania Details
Andrew Wozniak's BNY Mellon Investment Management Experience February 2014 - Present
Job Head of Fiduciary Solutions, Investment Strategy & Solutions Group, BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   February 2014 - Present
BNY Mellon Investment Management   July 2009 - February 2014
BNY Mellon Investment Management   July 2005 - July 2009
Buck Consultants  May 1998 - July 2005

Education
Carnegie Mellon University - Tepper School of Business   2009 — 2011
Master of Business Administration (MBA), Management, Finance, Investments

Slippery Rock University of Pennsylvania   1994 — 1998
Bachelor of Science, Mathematics

Malay Bansal Malay Bansal New York, New York Details
Malay Bansal's BNY Mellon Investment Management Experience October 2014 - Present
Job Real Estate/CMBS/Structured Finance Portfolio Manager/Trader/Banker
Industry Financial Services
Experience
BNY Mellon Investment Management   October 2014 - Present
Freddie Mac  September 2012 - October 2014
Bloomberg Valuations   March 2012 - September 2012
CapitalFusion Partners   December 2010 - March 2012
NewOak Capital LLC  April 2009 - November 2010
Merrill Lynch  September 2006 - 2008
Merrill Lynch  January 2002 - September 2006
Merrill Lynch  December 2000 - January 2002
Merrill Lynch  September 1997 - December 2000
Merrill Lynch  October 1996 - September 1997

Skills
Fixed Income, Investments, Portfolio Management, Trading, Hedging, Banking, Capital Markets, Structured Finance, Commercial Real Estate, Credit Analysis, Underwriting, Valuation, Structured Products, Bonds, Mortgages, Debt, CMBS, ABS, MBS, RMBS, CDO, CMO, Securitization, Options, Derivatives, Private Equity, Hedge Funds, Insurance, Mezzanine, Asset Management, Financial Modeling, Syndication, Business Development, Corporate Finance, Renewable Energy, Project Finance, Foreign Exchange, Swaps, Tax Equity, Due Diligence, CMBX, Loans, Financial Structuring, Financial Risk, Emerging Markets, Finance, Credit, Funding, Loan Origination, Securities

Education
Rutgers, The State University of New Jersey-Newark
MBA

Birla Institute of Technology and Science, Pilani
BS, Electrical & Electronics Engineering

Birla Institute of Technology and Science, Pilani
MS, Economics

Jonathan Hall - CRPS, AIF Jonathan Hall - CRPS, AIF Greater Boston Area Details
Jonathan Hall - CRPS, AIF's BNY Mellon Investment Management Experience 2006 - Present
Job Senior Vice President BNY Mellon Retirement
Industry Financial Services
Experience
BNY Mellon Investment Management   2006 - Present
MFS Investment Management  October 1996 - May 2006

Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Series 3, Retirement, Retirement Plan..., Separately Managed..., Wealth Management, Securities, Pensions, Alternative Investments, Retirement Planning, 401k, Investment Advisory, Investments, FINRA, Financial Services, Series 6, Asset Management, Series 24

Education
Framingham State University   1990 — 1994
BA, English

Brian Quinn Brian Quinn Greater New York City Area Details
Brian Quinn's BNY Mellon Investment Management Experience November 2014 - Present
Job Sr. Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Investment Management   November 2014 - Present
Credit Agricole CIB  June 2013 - November 2014
Credit Agricole CIB  May 2012 - August 2012
Bonds.com  August 2010 - September 2010
William E. Simon & Sons   July 2010 - September 2010
ETF Venture Funds   July 2008 - August 2008

Skills
Microsoft Office, Equity Capital Markets, Bloomberg Terminal, Thomson One Analytics, Factset, Dealogic, Advanced Excel, Valuation Modeling, Mutual Funds, Sales, Investment Strategies, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2013
Bachelor of Science (BS), Finance, Leadership & Management

Justin Epstein Justin Epstein New York, New York Details
Justin Epstein's BNY Mellon Investment Management Experience June 2010 - March 2015
Job Investment Sales RIA, Family Office, and Private Bank (East Coast Region) at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management  March 2015 - Present
BNY Mellon Investment Management   June 2010 - March 2015
BNY Mellon Investment Management   June 2010 - January 2011
PIMCO/Allianz Global Investors   July 2006 - June 2010
UBS Financial Services  July 2004 - July 2006

Skills
Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation, Alternative Investments, Uniform Combined State..., Separately Managed..., Securities, Asset Management, Investments, Investment Management, Bonds, Hedge Funds, Wealth Management, ETFs, Fixed Income, Equities, Portfolio Management

Education
Penn State University   2000 — 2004
Bachelor of Science (B.S.), Finance

Ellen Lawrence Ellen Lawrence Greater New York City Area Details
Ellen Lawrence's BNY Mellon Investment Management Experience July 2013 - Present
Job SVP, Head of Marketing Communications
Industry Financial Services
Experience
BNY Mellon Investment Management   July 2013 - Present
Dreyfus  March 1997 - July 2013
Grey Direct, a division of Grey Advertising   March 1995 - March 1997
Deltakos, a division of J. Walter Thompson Healthcare   March 1994 - March 1995

Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 24, Financial Services, Wealth Management, Supervisory Skills, Project Management, Series 6, FINRA, Fixed Income, Relationship Management, Equities

Education
The College of New Jersey
BA, Communications

John Manley John Manley Greater Boston Area Details
John Manley's BNY Mellon Investment Management Experience June 2013 - July 2015
Job Vice President at AQR Capital Management, LLC
Industry Investment Management
Experience
AQR Capital Management, LLC   August 2015 - Present
BNY Mellon Investment Management   June 2013 - July 2015
Mellon Capital Management (Subsidary of BNY Mellon)   January 2009 - March 2013
Franklin Portfolio Associates (Subsidary of BNY Mellon)   June 2006 - December 2008
Mellon Institutional Asset Management   2002 - 2006
Mellon Institutional Asset Management   1999 - 2002
State Street Global Advisors, Retirement Investment Services   1996 - 1999
Fidelity Investments, Institutional Retirement Services Company   1992 - 1996
Fidelity Investments, Fund Accounting and Custody Services   1990 - 1992

Skills
Investment Strategies, Alternative Investments, Hedge Funds, Equities, Mutual Funds, Series 7, Institutional, Consultant Relations, Asset Management, Client Service Oriented, Defined Contribution, Defined Benefit, Relationship Management, Retirement, Fixed Income, Series 6, Series 63, Operations Management, Project Management, Series 3

Education
Clark University   1985 — 1989
Bachelor of Arts

Mark Browne Mark Browne Greater New York City Area Details
Mark Browne's BNY Mellon Investment Management Experience August 2014 - Present
Job Managing Director, Head of Institutional & Retirement Marketing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Investment Management   August 2014 - Present
J.P. Morgan Asset Management   July 2006 - August 2014
Morgan Stanley Capital International  August 2003 - March 2006
ROTCH GROUP   November 2002 - July 2003
GloMar Consulting   January 2000 - January 2002
FAIRHEADS INTERNATIONAL   January 1998 - January 2000
Investec Asset Management  January 1995 - January 1998
BDO South Africa  January 1990 - June 1995

Skills
Strategy, CRM, Portfolio Management, Product Marketing, Marketing Strategy, Asset Management, Product Management, Marketing, Management, Financial Services, Marketing Communications, Leadership, Mutual Funds, Lead Generation, Product Development, Business Development, Investments, Brand Management, Finance, Asset Managment, Defined Contribution, Institutional..., Equities, Derivatives

Education
University of South Africa/Universiteit van Suid-Afrika   1987 — 1993
Bachelor of Commerce (B.Com.), International Economics

University of South
B.Com; MBA, Finance & Investments

University of South
Bachelor of Commerce (B.Com); BA, Economics & Finance

David DiPetrillo, CFA David DiPetrillo, CFA New York, New York Details
David DiPetrillo, CFA's BNY Mellon Investment Management Experience January 2014 - Present
Job Head of U.S. Retail Channel Marketing and Global Head of Marketing Strategy & Planning at BNY Mellon IM
Industry Financial Services
Experience
BNY Mellon Investment Management   January 2014 - Present
BNY Mellon Investment Management   January 2012 - December 2013
BNY Mellon Investment Management   December 2007 - December 2011
BNY Mellon  November 2005 - November 2007
E*Trade Financial  August 2004 - November 2005
Dean & Company Strategy Consulting   September 2000 - July 2004

Skills
Asset Management, Investments, Investment Management, Mutual Funds, Strategic Planning, Strategy, Business Strategy, Marketing Strategy, Business Development, Sales Management, Marketing Communications, Product Marketing, Brand Development, Leading Organizational..., Strategic Financial..., P&L Management, M&A due diligence, Leadership, Financial Analysis, Analysis, Multi-channel Marketing, Marketing Management, Marketing Budget..., Management, Financial Services, Alternative Investments, Analytics

Education
Dartmouth College   1996 — 2000
BA, Government

Genna Kane Gryziec Genna Kane Gryziec San Francisco, California Details
Genna Kane Gryziec's BNY Mellon Investment Management Experience November 2011 - Present
Job VP, Recruitment Manager, BNY Mellon Investment Management
Industry Staffing and Recruiting
Experience
BNY Mellon Investment Management   November 2011 - Present
Kane Consulting, Inc.   April 2006 - November 2011
SEARCHWRIGHT  2003 - 2006
Learn iT!  2001 - 2003
Alan J. Blair   1999 - 2001

Skills
Recruiting, Applicant Tracking..., Sourcing, Human Resources, Strategy, Management, Cross-functional Team..., Hiring, PeopleSoft, Interviews, Consulting, Investments, Negotiation, Asset Management, Temporary Placement, Onboarding, Talent Management, Vendor Management

Education
University of Nevada-Reno   1993 — 1999
BA, Speech Communications

Paul Sari Paul Sari Greater New York City Area Details
Paul Sari's BNY Mellon Investment Management Experience January 2014 - Present
Job
Industry Financial Services
Experience
BNY Mellon Investment Management   January 2014 - Present

Education
The Citadel   1990 — 1994
Bachelor's Degree, History

Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.)

Jaynthi Gandhi Jaynthi Gandhi Greater New York City Area Details
Jaynthi Gandhi's BNY Mellon Investment Management Experience August 2014 - Present
Job Head of Distribution Compliance NA/ CCO BD
Industry Financial Services
Experience
BNY Mellon Investment Management   August 2014 - Present
PIMCO  January 2011 - July 2014
Legg Mason  December 2005 - January 2011
Citigroup  2001 - 2006
Citigroup Asset Management  April 2001 - December 2005
AXA Financial  1998 - 2001
AXA Equitable  1998 - 2001
AXA  1998 - 2001

Skills
Series 7, FINRA, Securities, Separately Managed..., Hedge Funds, Series 24, Alternative Investments, Equities, Mutual Funds, Series 63, Uniform Combined State..., ETFs, Financial Services, Fixed Income, Investment Advisory

Education
Muhlenberg College   1989 — 1993
BA, Natural Science, Psychology

John Sparks John Sparks Greater Boston Area Details
John Sparks's BNY Mellon Investment Management Experience July 2013 - Present
Job Professional Writer and Editor
Industry Writing and Editing
Experience
BNY Mellon Investment Management   July 2013 - Present
Fidelity Investments  2011 - 2012
Eurasia Group  2010 - 2011
Associated Press  March 2009 - September 2010
Newsweek  September 2008 - March 2009
Newsweek  January 2002 - September 2008
Random House, Inc.   1997 - 2001

Skills
Journalism, Editing, Copy Editing, Writing, Information Graphics, Thought Leadership, Financial Markets, Data Visualization, Economics, Foreign Relations, Policy Analysis, Public Policy, Publishing, History, Visual Storytelling, International Relations, Content Strategy, Publications, Feature Articles, Editorial

Education
Columbia University - Graduate School of Journalism   2001 — 2003

Brooklyn Law School   2001 — 2005
JD

University of Michigan
BA, political science

David Penz David Penz Pittsburgh, Pennsylvania Details
David Penz's BNY Mellon Investment Management Experience July 2002 - December 2014
Job Managing Director of Consultant Relations at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   July 2002 - December 2014
Mellon Equity Associates  January 1995 - June 2002
Mellon Financial - Pension Management Services   December 1991 - December 1994
Wang Laboratories, Inc.   July 1983 - December 1991

Skills
Equities, Investment Management, Management, Sales, Investments, Fixed Income, Hedge Funds, Mutual Funds, Investment Strategies

Education
Carnegie Mellon University   1979 — 1983
Bachelor's Degree, Administration and Management Science

Brenda O'Leary Brenda O'Leary Greater Los Angeles Area Details
Brenda O'Leary's BNY Mellon Investment Management Experience March 2015 - Present
Job Senior RIA Consultant at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   March 2015 - Present
Payden & Rygel Investment Management   April 2006 - February 2015
First American Capital Management / First American Trust   August 2003 - December 2005
Asset Strategy Consulting (later became InvestorForce)   February 2000 - June 2003
Wells Fargo Private Client Services  October 1998 - February 2000
Bernstein Global Wealth Management  1994 - 1998

Skills
Asset Allocation, Series 7, Fixed Income, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investments, Series 63, Alternative Investments, Wealth Management, Equities, Securities, Investment Strategies, Bonds, Wealth Management..., Separately Managed..., Investment Advisory, Asset Management, Strategy, Retirement, FINRA, High Net Worth..., Retirement Planning, Financial Advisory, Valuation, Financial Markets, Investment Banking, Currency, 401k, Derivatives, Finance, Emerging Markets, Client Services, Financial Services, Strategic Financial..., Institutional..., Estate Planning, Financial Modeling, Trading, Series 24, Capital Markets, ETFs, Wealth, Private Equity, Pensions, IRAs, Fund Of Funds, Series 65, Uniform Combined State...

Education
University of Southern California
Bachelor's degree, Marketing

University of Southern California - Marshall School of Business
MBA, Finance

Jamie Lewin Jamie Lewin New York, New York Details
Jamie Lewin's BNY Mellon Investment Management Experience November 2012 - Present
Job BNY Mellon
Industry Investment Management
Experience
BNY Mellon Investment Management   November 2012 - Present
BNY Mellon Asset Management  December 2007 - November 2012
UBS AG  2005 - 2007
UBS Global Asset Management  2005 - 2007

Education
University of Bath   1991 — 1995

Joseph Devlin, CFA, FRM Joseph Devlin, CFA, FRM Greater Boston Area Details
Joseph Devlin, CFA, FRM's BNY Mellon Investment Management Experience September 2014 - Present
Job
Industry Investment Management
Experience
BNY Mellon Investment Management   September 2014 - Present

Skills
Modern Portfolio Theory, Risk Management, Econometrics, Portfolio Optimization, Asset Allocation, Equities, Quantitative Analytics, Fixed Income, Product Development, Product Management, FactSet, Zephyr Style Advisor, Morningstar Direct, Asset Management, Investments, Alternative Investments, Portfolio Management, Hedge Funds, Investment Management, Bloomberg

Education
Boston University Graduate School of Management
MS, Investment Management

Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance

Suffolk University - Sawyer School of Management
BS, Finance

Kevin Murray Kevin Murray Greater New York City Area Details
Kevin Murray's BNY Mellon Investment Management Experience August 2014 - Present
Job Managing Director Alternative StrategistBNY Mellon
Industry Financial Services
Experience
BNY Mellon Investment Management   August 2014 - Present
Autism Speaks  2005 - Present
Forbes Private Capital Group-G2 Investment Group, LLC   December 2011 - March 2014
Federal Street Partners, LLC   March 2010 - September 2011
Vertical Capital Manangement   April 2009 - March 2010
Pilgrim Financial   February 2001 - February 2010
Rock Ridge Advisors,LLC   2005 - 2008
Muirfield Capital Partners   July 2001 - August 2005
Convergence Asset Management, LLC   1997 - 2001
Cantor Fitzgerald  1988 - 1997

Skills
Investments, Hedge Funds, Private Equity, Fixed Income, Emerging Markets, Trading, Management, Funding, Capital, Financial Advisory, Alternative Investments, Asset Management, Equities, Venture Capital, Due Diligence, Capital Markets, Investment Management, Portfolio Management, Fund Of Funds, Mutual Funds, Investment Banking

Education
Siena College   1977 — 1981
BS, Finance

Clarissa Smith Clarissa Smith Greater Boston Area Details
Clarissa Smith's BNY Mellon Investment Management Experience May 2013 - Present
Job Vice President, Director of Sales & Marketing, Public Funds at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management   May 2013 - Present
National Council on Teacher Retirement   March 2014 - Present
BNY Mellon Investment Management   August 2012 - May 2013
BNY Mellon Asset Management  January 2008 - August 2012
Citigroup - Citigroup Private Bank   2002 - 2008
Citigroup - Smith Barney  1997 - 2002
Fleet Bank  1992 - 1997

Skills
Series 7, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Capital Markets, FINRA, Retirement Planning, Investment Advisory, Strategic Financial..., Banking, Bloomberg, Series 63, Series 65, Series 3, Investment Strategies

Education
Suffolk University - Sawyer Business School   2004 — 2006
Masters, Business Administration (MBA)

University of Southern Maine   1988 — 1992
BA, Communication & Business

Michael R. Loranger, CFA Michael R. Loranger, CFA Greater Boston Area Details
Michael R. Loranger, CFA's BNY Mellon Investment Management Experience September 2009 - Present
Job Vice President
Industry Financial Services
Experience
BNY Mellon Investment Management   September 2009 - Present
Mercer Human Resource Consulting  August 2007 - September 2009
Fidelity Investments  May 2006 - August 2007
Fidelity Investments  April 2002 - May 2006
Fidelity Investments  July 1999 - April 2001

Skills
Series 7, Mutual Funds, Asset Allocation, Due Diligence, Investments, Equities, Portfolio Management, Investment Management, Capital Markets, Financial Planning, Retirement Planning

Education
Boston University - School of Management   2000 — 2002
MS - Investment Management, Finance

Daniel Webster College   1996 — 1999
BS - Management, Organizational Management

Andy Provencher, CFA Andy Provencher, CFA Greater New York City Area Details
Andy Provencher, CFA's BNY Mellon Investment Management Experience June 2013 - Present
Job Head of US Retail at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   June 2013 - Present
Gold Bullion International   December 2011 - June 2013
Neuberger Berman  June 1993 - April 2011

Skills
Business Planning, Alternative Investments, Valuation, Investment Management, Wealth Management, Due Diligence, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Investments, Equities, Hedge Funds, Fixed Income, Portfolio Management, ETFs, Asset Management, Mutual Funds, Private Equity, Strategic Financial..., Derivatives, Investment Banking, Bonds, Financial Markets, Capital Markets, Financial Services, Separately Managed..., Series 63, Series 65, Securities, Trading, Bloomberg, Financial Advisory, Institutional..., Series 24, Equity Research, Emerging Markets, FINRA, Fund Of Funds, Structured Products, Wealth Management..., Retirement, High Net Worth..., Leadership Development, Options, Equity Trading, Managing Distribution..., Investor Relations, Sales Management, Commodity

Education
Fairfield University   1984 — 1987
BA, Economoics

Robert Capone Robert Capone Greenwich, Connecticut Details
Robert Capone's BNY Mellon Investment Management Experience January 2013 - May 2014
Job Managing Director, Head of Defined Contribution and Sub Advisory AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management, LLC   June 2014 - Present
BNY Mellon Investment Management   January 2013 - May 2014
Dreyfus Investments  May 2009 - December 2012
BNY Mellon Asset Management  January 2006 - May 2009
PUTNAM INVESTMENTS, Boston, MA   1995 - 2005

Skills
Series 24, Series 7, Series 63, Mutual Funds, Series 6, Series 3, Financial Advisory, Investments, Retirement, FINRA, Alternative Investments, ERISA, 401k, Strategic Financial..., Securities, Investment Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1988 — 1990
MBA, General Management

Dartmouth College   1981 — 1984
AB, Economics

Kevin Hernon Kevin Hernon Uniondale, New York Details
Kevin Hernon's BNY Mellon Investment Management Experience July 2007 - Present
Job VP, BNY Mellon Investment Management, North American Distribution Compliance
Industry Investment Management
Experience
BNY Mellon Investment Management   July 2007 - Present

Skills
Management, Broker-Dealer Compliance, Project Management, Hedge Funds, Sailing, Mutual Funds, Investments, Portfolio Management, Asset Management, Marketing, Financial Services, Finance, Financial Analysis, Banking, Equities

Education
LIU Post
Master of Business Administration (M.B.A.)

Kevin Sullivan, CFA, CAIA Kevin Sullivan, CFA, CAIA Greater Boston Area Details
Kevin Sullivan, CFA, CAIA's BNY Mellon Investment Management Experience September 2013 - Present
Job Vice President at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   September 2013 - Present
State Street Global Advisors  August 2004 - August 2013
Putnam Investments  1994 - 2004
The Travelers  1985 - 1989
The Travelers  1985 - 1989
The Travelers  1985 - 1989
The Travelers  1985 - 1989

Skills
Alternative Investments, Hedge Funds, Strategic Financial..., Mutual Funds, Fixed Income, Series 63, Investments, Equities, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Series 7, Investment Management, Bloomberg, Retirement

Education
Trinity College-Hartford   1979 — 1983
BA

Billy Macaluso Billy Macaluso Greater Boston Area Details
Billy Macaluso's BNY Mellon Investment Management Experience July 2012 - Present
Job Managing Director at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management   July 2012 - Present
Citigroup Global Markets Inc  December 2009 - April 2011
Fidelity Capital Markets  1999 - 2008
Fidelity Investments - FBC   1999 - 2008
Lehman Brothers Inc  1987 - 1999

Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading

Education
College of the Holy Cross   1983 — 1987
BA, Economics, History

Tripp Neville Tripp Neville Greater Boston Area Details
Tripp Neville's BNY Mellon Investment Management Experience 2013 - Present
Job BNY Mellon Investment Managment
Industry Investment Management
Experience
BNY Mellon Investment Management   2013 - Present
North Peak Asset Management   2011 - 2013
Newport Capital   2010 - 2011
Adams Harkness  2006 - 2008
Thomson Financial  2005 - 2006

Skills
Valuation, Contract Negotiation, Investment Properties, Wealth Management, Investment Banking, Corporate Finance, Real Estate, Financial Analysis, Brokerage

Education
Elkin B. McCallum Graduate School of Business - Bentley University   2008 — 2010
MBA

Gettysburg College   2001 — 2005
BA, Management

Jeff Soltes Jeff Soltes Greater Boston Area Details
Jeff Soltes's BNY Mellon Investment Management Experience 1998 - Present
Job Managing Director, Division Controller at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management   1998 - Present
EMC  1997 - 1998
Data General  1994 - 1997

Skills
Equities, Process Improvement, Financial Modeling, Financial Analysis, Mutual Funds, Asset Managment, Asset Management, Hedge Funds

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1993 — 1995
MBA, Finance

Bentley University   1988 — 1992
BS, Finance

Morris Catholic High School   1984 — 1988
HS

Ellen Bermel Ellen Bermel Greater New York City Area Details
Ellen Bermel's BNY Mellon Investment Management Experience 2015 - Present
Job Experienced Client Service and Sales Support Professional
Industry Investment Management
Experience
BNY Mellon Investment Management   2015 - Present
Artisan Partners  2013 - 2014
Goldman Sachs  2008 - 2013
Goldman Sachs  2007 - 2008
Goldman Sachs  2005 - 2007
JPMorgan Chase  1997 - 2003
Lehman Brothers  1993 - 1996

Skills
Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Project Management, Asset Managment, Series 7, Capital Markets, Bloomberg, Portfolio Management, Mutual Funds, Derivatives, Series 63, Securities, Private Equity, Investment Management, Asset Allocation, Emerging Markets, Fund Of Funds, FINRA, Series 24, Problem Solving, People Management,..., Series 3, Client Reporting, RFP Design and..., Investments, Marketing Communications, Relationship Management, Relationship Development, Client Services, Management

Education
Adelphi University
MBA, Finance

Boston College
Bachelor's Degree, Psychology

INDRAVADAN SHAH INDRAVADAN SHAH Woburn, Massachusetts Details
INDRAVADAN SHAH's BNY Mellon Investment Management Experience January 2013 - Present
Job Portfolio Accountant at State Street Bank & Trust
Industry Financial Services
Experience
BNY Mellon Investment Management   January 2013 - Present
State Street Bank & Trust  October 2010 - September 2012
State Street Bank & Trust  January 2008 - October 2010
C.V.Shah PC   March 2003 - September 2007
Electro Power   January 1985 - October 2002

Education
Bombay University
Bachelor of Engineering (B.E.), Mechanical Engineering, A

Concourse Information Technology International Ltd

University of Bombay
Bachelor of Engineering; B.S, to; Mechanical Engineer

John Pak John Pak Greater New York City Area Details
John Pak's BNY Mellon Investment Management Experience August 2014 - Present
Job Chief Legal Officer at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management   August 2014 - Present
The Dreyfus Corporation and Dreyfus Funds   August 2012 - August 2014
Deutsche Bank  March 2005 - July 2012
Morgan Stanley Investment Management  April 1999 - March 2005
Willkie Farr & Gallagher LLP  1997 - 1999
Werner & Kennedy   1993 - 1997

Skills
Investment Management, Investment Advisory, Alternative Investments, ERISA, Investment Company Act, Investment Advisers Act, Registered Investment..., Mutual Funds, Separately Managed..., Institutional..., Securities Regulation, Fiduciary Management, Hedge Funds, Commercial Litigation, FINRA, Management

Education
Cornell Law School   1990 — 1993
Doctor of Law (J.D.), Law

Dartmouth College   1986 — 1990
Bachelor of Arts (B.A.), English and Philosophy