Anne E. Bartolomeo
Corporate Officer/Principal chez CFA Institute
Profil
Ms. Anne E.
Bartolomeo, CFA, is Vice President at Davidson Trust Co. and a Member at CFA Institute.
Prior to joining DCM in 2001, Ms. Bartolomeo held Sales Assistant positions at both Morgan Stanley and Deutsche Banc Alex.
Brown in Philadelphia.
Ms. Bartolomeo began her work in the financial services field with the Principal Financial Group where she was a Senior Marketing Coordinator.
Ms. Bartolomeo graduated with a BA from Immaculata University and a MS from Cabrini College.
She is a member of the CFA Institute, formerly AIMR, the financial Analysts of Philadelphia and the National Notary Association.
Postes actifs de Anne E. Bartolomeo
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Anciens postes connus de Anne E. Bartolomeo
| Sociétés | Poste | Fin |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
Cash Reserve Fund, Inc.
 Cash Reserve Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cash Reserve Fund, Inc. operates as an open-end investment fund trust. The fund offers prime, treasury and tax-free series. The fund was established in 1990 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Sales & Marketing | - |
Formation de Anne E. Bartolomeo
| Immaculata University | Undergraduate Degree |
| Cabrini University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Entreprise privées | 4 |
|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Cash Reserve Fund, Inc.
Cash Reserve Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Cash Reserve Fund, Inc. operates as an open-end investment fund trust. The fund offers prime, treasury and tax-free series. The fund was established in 1990 and is headquartered in New York, NY. | Miscellaneous |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
