![Juliet Ellis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Juliet Ellis
Directeur/Membre du Conseil chez
DONNELLEY FINANCIAL SOLUTIONS, INC.
Fortune : 3 M $ au 31/03/2026
Provenance du réseau au premier degré de Juliet Ellis
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process.
53
| SUB | Investment Managers | 53 |
| PUB | Major Banks | 19 | |
10
| PUB | Investment Managers | 10 |
JPMorgan Fleming Asset & Wealth Management
 JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Provides asset management services
6
| SUB | Investment Managers | 6 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services
3
| EXT | Investment Banks/Brokers | 3 |
Apache Corp.
 Apache Corp. Oil & Gas ProductionEnergy Minerals Engages in oil and gas exploration & production
0
| SUB | Oil & Gas Production | 0 |
The Methodist Hospital
 The Methodist Hospital Hospital/Nursing ManagementHealth Services Owns and operates general medical hospitals
0
| NPO | Hospital/Nursing Management | 0 |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University
0
| COL | Other Consumer Services | 0 |
Invesco, Inc.
 Invesco, Inc. Investment ManagersFinance Invesco, Inc. provides investment management services. The company is headquartered in Nashville, TN.
0
| EXT | Investment Managers | 0 |
The Phi Beta Kappa Society
 The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services Operates as a organisation for liberal arts and science education
0
| NPO | Miscellaneous Commercial Services | 0 |
Women Corporate Directors
 Women Corporate Directors Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization of women directors of public and large private companies
0
| NPO | Miscellaneous Commercial Services | 0 |
| PUB | Packaged Software | 0 | |
| PUB | Integrated Oil | 0 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Juliet Ellis via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
GE Asset Management, Inc.
 GE Asset Management, Inc. Investment ManagersFinance GE Asset Management's (GEAM) core investment strategies include US equities, international equities, fixed-income, real estate and private equity. The firm follows a disciplined, fundamental, bottom-up approach to investing in US equities. Their US equity investment approach involves rigorous analyses of financial data, including industry, sector and company information, as well as qualitative assessments of management and their ability to execute business plans. Generally, GEAM invests in companies that are industry leaders with high quality earnings and a history of creating shareholder value. GEAM's international equities approach includes a variety of strategies such as International Equity, Global Equity and Emerging Markets Equity, as well as regional and country specific mandates for Canada, Europe, Euroland, China and India. All strategies are driven by a bottom-up, fundamental research process. GEAM's fixed-income team manages a variety of investment styles and strategies that span the yield curve and credit quality universe. The firm manages a variety of products designed to meet various customer risk/return parameters. GEAM's fixed-income team follows a relative value approach, emphasizing a fundamental, bottom-up process with the objective of enhancing returns while limiting volatility. The firm's International Private Equity team invests in companies domiciled and doing a substantial portion of their business outside of the US. They focus primarily on corporate buyouts and growth-equity investments, but they also selectively consider later-stage venture capital investments. GEAM considers investment opportunities across a broad range of industrial sectors and geographic areas and pursues potential investment opportunities in both developed and emerging markets. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Investment Banks/Brokers | Corporate Officer/Principal Public Communications Contact Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Investment Managers | Sales & Marketing Sales & Marketing Corporate Officer/Principal | |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance Operates commercial bank | Major Banks | Chairman Corporate Officer/Principal | |
Federal Home Loan Mortgage Corp.
 Federal Home Loan Mortgage Corp. Finance/Rental/LeasingFinance Provides single and multifamily housing mortgage financing services | Finance/Rental/Leasing | Director/Board Member Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Graduate Degree Doctorate Degree | |
1838 Investment Advisors LP
 1838 Investment Advisors LP Investment ManagersFinance 1838's portfolio management team practices a bottom-up decision-making process along with quantitative screens. They do not market time, style rotate or sector rotate. Rather, they are fully invested at all times and remain sector neutral to the benchmark S&P 500. For fixed-income, the 1838 team focuses on yield curve analysis. They allocate funds from among U.S. treasuries, corporates and mortgage backed securities using a spread model that reflects 15 years of performance history. They screen each security for its structural soundness and long-term performance potential. | Investment Managers | Head-Equity Investments Analyst-Equity Analyst-Equity | |
USAA Investment Services Co.
 USAA Investment Services Co. Investment ManagersFinance ISCO does not perform investment management services or provide personalized investment advice. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Investment Managers | Analyst-Equity Analyst-Equity | |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance TRS’ Internal Investment Committee (IIC) approves investments in private equity, real estates, hedge funds and external managers. The firm’s investment performance is calculated using a daily time weighted rate of return. Investment decisions are based on asset allocation, which is determined after consideration of expected returns for asset classes with the context of risk tolerance for the fund. TRS uses both passive and active investing styles. Their approach tracks the performance of key benchmarks and provides the opportunity to add value through active portfolios. TRS' style is a disciplined, balanced approach with a strong quantitative foundation that focuses on long-term returns and objectives rather than on short-term market movements. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal Analyst-Equity Analyst-Equity Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
North American Insurance Leaders, Inc.
 North American Insurance Leaders, Inc. Investment Banks/BrokersFinance Provides insurance investment services | Investment Banks/Brokers | Director of Finance/CFO Director/Board Member | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Van Kampen Asset Management
 Van Kampen Asset Management Investment ManagersFinance Van Kampen Asset Management (VK) offers a variety of investment strategies that cover a range of investment styles, from domestic to international, fixed-income to equity and core to alternative investments. The firm's separately managed account strategies include: Core Equity, Growth Equity, International Growth Equity, Value and Value Equity. VK's Core Equity strategy employs a blended investment style. The strategy seeks to achieve consistently superior returns relative to the S&P 500 Index with a similar risk profile. VK uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The firm's Growth Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Growth Index with a similar risk profile. The strategy uses a multifactor approach that employs a systematic stock selection process along with fundamental stock analysis and a comprehensive risk management approach. The VK International Growth Equity strategy invests in a diversified portfolio of the equity securities of issuers located in countries other than the US. VK focuses on identifying the best companies from around the world that demonstrate true market leadership and significant growth characteristics. the firm employs a bottom-up stock selection process to identify market-leading companies with strong management teams, a clear business focus, competitive advantages and strong balance sheets. The firm's Value strategy is an actively managed strategy that offers clients the potential for capital growth and income. VK constructs portfolios of the stocks of well-established companies that are undervalued relative to other companies in their respective industries, historical prices or the overall market. They seek attractive companies that may be temporarily out-of-favor in the marketplace, but that have sound business fundamentals and are trading at prices are lower than the firm thinks they should be. VK's Value strategy is based on a deep-value investment discipline. They evaluate companies in different sectors and industries should according to different valuation measures, as they tend to vary in terms of earnings growth and balance sheet data. VK's process focuses on evaluating individual stocks, considering each company's business model, competitors and revenue streams in relation to other companies within a distinct industry. The firm's Value Equity strategy seeks to achieve consistently superior returns relative to the Russell 1000 Value Index with a similar risk profile. The strategy employs a multifactor approach that is based on a systematic stock selection process along with fundamental stock analysis and comprehensive risk management. Though not limited by sector, VK tends to invest in the stocks of companies in the finance, consumer services, health technology, electronic technology and energy minerals sectors. They invest globally, across all market-caps, with a focus on large-cap stocks. VK maintains a low turnover rate. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Chief Operating Officer Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley Investment Management Ltd.
 Morgan Stanley Investment Management Ltd. Investment ManagersFinance MSIM is an active manager which works to outperform the market and deliver results for their clients. The firm performs bottom-up fundamental research to analyze the industries and companies in which they invest. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Masters Business Admin | |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Investment Managers | Analyst-Equity Sales & Marketing | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Affinity Investment Advisors LLC (Old)
 Affinity Investment Advisors LLC (Old) Investment ManagersFinance Affinity Investment Advisors' investment approach is based on the belief that capital markets are highly efficient, though not completely efficient. To add investment value in all economic environments, the firm employs a disciplined, quantitative investment process that seeks to generate superior performance through stock selection and risk control | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Undergraduate Degree | |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Masters Business Admin | |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
Georgia Institute of Technology
 Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Graduate Degree | |
Texas Christian University
 Texas Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Undergraduate Degree | |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Undergraduate Degree | |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Graduate Degree Masters Business Admin Undergraduate Degree | |
Cerberus Capital Management LP
 Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital invests in middle-market companies located in across the globe. The firm focus on a broad range of sectors and industries. It provides financing for buyouts and distressed debt capital transactions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Doctorate Degree Undergraduate Degree | |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
Van Kampen Investments, Inc.
 Van Kampen Investments, Inc. Investment ManagersFinance Provides financial management and supervision services | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Cornerstone Capital Management Holdings LLC
 Cornerstone Capital Management Holdings LLC Investment ManagersFinance Cornerstone Capital Management Holdings (CCMH) offers a variety of global systematic equity strategies that seek to achieve targeted returns, while minimizing risk to the portfolio. In managing these strategies, the firm uses proprietary models which have quantitative alpha forecasting engines that are designed to help position the investment team to capitalize on positive as well as negative forecasts. ^ CCMH also offers a variety of global fundamental equity strategies. For these strategies, the firm's global fundamental equity investment team employs a bottom-up investment approach, incorporating individual company fundamental analysis, industry competitive dynamics, and macroeconomic analysis to identify long-term holdings in companies that have the potential for sustained growth. ^ CCMH invests primarily in domestic and international equity securities; but depending on the client's objectives, may also invest in futures, ETFs, & contracts for difference; ADRs; U.S. Government agency securities; repurchase agreements; convertible securities; foreign currencies; and foreign currency contracts. For accounts that permit them, CCMH may engage in derivatives transactions such as swaps, options, futures and forward contracts. ^ | Investment Managers | Analyst-Equity Analyst-Equity | |
Invesco Municipal Income Opportunities Trust II
 Invesco Municipal Income Opportunities Trust II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Echo Point Investment Management LLC
 Echo Point Investment Management LLC Investment ManagersFinance Echo Point Investment Management is a global growth equity investment firm that seeks to: (1) construct high-conviction, fully-diversified portfolios of high-quality growth companies and (2) outperform the benchmark by 200 to 300 basis points (annualized) over time. Their fundamental growth equity investment process is a disciplined, repeatable process that seeks to identify high-quality growth companies against a 3 to 5-year investment horizon, while actively monitoring and managing risk. In particular, Echo Point seeks to identify well-managed managed companies that have been successful, as the firm believes these companies generally tend to continue to be successful. The firm's investment approach is also based on the belief that minimizing losses is critical to maximizing returns. Echo Point's investment process is based on a consistent, bottom-up security selection process that is based on rigorous fundamental research. Prior to being included in a portfolio, the following characteristics of each potential investment are evaluated: (1) the company's market position (2) the company's strategy for future growth (3) the company's sustainable competitive advantage (4) the strength of the company's balance sheet and (5) the reasonableness of the company's valuation. In addition to third-party research, Echo Point's portfolio managers and analysts meet with virtually all of their portfolio companies' management teams to qualify company-specific drivers. Echo Point's investment process begins with an initial screening referred to as 'Alphascore.' This screen reduced the universe of stocks of 30,000 to 300. The firm uses fundamental analysis to identify key investment themes. Portfolios are constructed which consist of 60 to 80 high-quality mid-cap and large-cap stocks from every region of the world. With the objective of delivering strong relative performance, Echo Point executes a consistent growth style, along with sector, region and emerging market collars. Their strategy is available as a separate account in local shares or ADRs. | Investment Managers | Chief Executive Officer Founder Founder Founder Founder Analyst-Equity | |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Undergraduate Degree Undergraduate Degree | |
Affinity Investment Advisors LLC
 Affinity Investment Advisors LLC Investment ManagersFinance Affinity utilizes a time-tested investment approach which is repeatable and scalable. Their focus has been exclusively on the publicly traded equity markets. They have consistently applied their systematic process to a variety of equity strategies. The firm constructs multi-asset portfolios using an open architecture framework. | Investment Managers | Portfolio Manager-Equities Director of Finance/CFO Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Other Consumer Services | Masters Business Admin Masters Business Admin Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 50 |
| Royaume-Uni | 2 |
Sectorielle
| Finance | 28 |
| Consumer Services | 22 |
| Miscellaneous | 3 |
Opérationnelle
| Corporate Officer/Principal | 212 |
| Director/Board Member | 121 |
| Analyst-Equity | 85 |
| Portfolio Manager-Equities | 84 |
| Undergraduate Degree | 79 |
Relations les plus connectées
| Insiders | |
|---|---|
| Julie Richardson | 29 |
| William Rogers | 28 |
| J. Presby | 22 |
| Daniel Han | 18 |
| Weston Hicks | 17 |
| Douglas Warner | 16 |
| C. Baxter | 16 |
| Jeffrey Lawrence Randolph | 15 |
| Chris Ahearn | 14 |
| Robert Sroka | 13 |
| Ernie J. Panos | 11 |
| Karen Klapper | 11 |
| Curtis Trumbull Atkisson | 11 |
| Tim Moore | 11 |
| Eve Glatt | 10 |
- Bourse
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