Richard Lyman Bayles
Vorstandsvorsitzender bei Karani Asset Management LLC
Aktive Positionen von Richard Lyman Bayles
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Karani Asset Management LLC
Karani Asset Management LLC Investment ManagersFinance Karani Asset Management LLC (Karani) is an independent registered investment advisor and wealth management firm headquartered in New York City. Founded in 2018, Karani provides investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, such as charitable organizations, foundations and endowments, all through separately managed accounts. | Vorstandsvorsitzender | 01.05.2018 | - |
Portfolio Manager-Aktien | 01.05.2018 | - |
Karriereverlauf von Richard Lyman Bayles
Ehemalige bekannte Positionen von Richard Lyman Bayles
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Lagoda Investment Management LP
Lagoda Investment Management LP Investment ManagersFinance Lagoda Investment Management LP (Lagoda) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2014 and is principally owned by Fatima Dickey. Lagoda provides discretionary investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, which includes foundations and endowments. | Portfolio Manager-Aktien | 01.05.2014 | 26.03.2018 |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Portfolio Manager-Aktien | 02.06.2009 | 01.02.2014 |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Portfolio Manager-Aktien | 01.01.1990 | 30.04.2009 |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Portfolio Manager-Aktien | 01.02.2008 | 30.04.2009 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Portfolio Manager-Aktien | - | 31.01.2008 |
Ausbildung von Richard Lyman Bayles
Dartmouth College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 8 |
Operativ
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Sektoral
Finance | 7 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
Lagoda Investment Management LP
Lagoda Investment Management LP Investment ManagersFinance Lagoda Investment Management LP (Lagoda) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2014 and is principally owned by Fatima Dickey. Lagoda provides discretionary investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, which includes foundations and endowments. | Finance |
Karani Asset Management LLC
Karani Asset Management LLC Investment ManagersFinance Karani Asset Management LLC (Karani) is an independent registered investment advisor and wealth management firm headquartered in New York City. Founded in 2018, Karani provides investment advisory services to high-net-worth individuals, trusts, estates, individual retirement accounts (IRAs), and institutional clients, such as charitable organizations, foundations and endowments, all through separately managed accounts. | Finance |
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