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Profil
Thomas Patrick Sholes currently works at Lincoln Bain Capital Total Credit Fund, as Independent Trustee from 2025 and Lincoln Partners Group Royalty Fund, as Independent Trustee from 2024.
Mr. Sholes also formerly worked at BNY Mellon Advisors, Inc., as Chairman & President, Pershing LLC, as Managing Director, Federated Hermes, Inc., as Vice President in 1999, PNC Managed Investments, Inc., as Senior Vice President from 2000 to 2010, and BNY Mellon Managed Investments, Inc., as Senior Vice President.
Mr. Sholes received his Masters Business Admin degree from Carnegie Mellon University and undergraduate degree from The Pennsylvania State University.
Postes actifs de Thomas Patrick Sholes
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Thomas Patrick Sholes
| Sociétés | Poste | Fin |
|---|---|---|
PNC Managed Investments, Inc.
 PNC Managed Investments, Inc. Investment ManagersFinance PNC Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizons, investmetn objectives and risk tolerance. Their investment process centers on diversification, a long-term focus, a contrarian approach and prudent aggression. PNC uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in and out of favor. The firm takes a long-term investment approach which affords greater risk tolerance and the opportunity for assets to grow through compounding. They are not overly concerned with short-term market results. PNC takes a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. PNC believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible. | Directeur en chef des Investissements | 30/06/2010 |
| FEDERATED HERMES, INC. | Corporate Officer/Principal | 31/12/1999 |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Président | - |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
BNY Mellon Managed Investments, Inc.
 BNY Mellon Managed Investments, Inc. Investment ManagersFinance BNY Mellon Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizon, investment objectives and risk tolerance. They employ a contrarian investment approach that is based on diversification, a long-term focus and prudent aggression. BNY Mellon Managed Investments uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in- and out-of-favor. The firm takes a long-term investment approach which affords greater risk tolerance and opportunities for compounded assets to grow through compounding. BNY Mellon Managed Investments is not overly concerned with short-term market results. They take a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. The firm believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible. | Directeur en chef des Investissements | - |
Formation de Thomas Patrick Sholes
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
54
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Federated Hermes, Inc.
 Federated Hermes, Inc. Investment ManagersFinance Provides investment advice | Finance |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance PNC Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizons, investmetn objectives and risk tolerance. Their investment process centers on diversification, a long-term focus, a contrarian approach and prudent aggression. PNC uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in and out of favor. The firm takes a long-term investment approach which affords greater risk tolerance and the opportunity for assets to grow through compounding. They are not overly concerned with short-term market results. PNC takes a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. PNC believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible. | Finance |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNYMA’s philosophy and investment process applies a comprehensive, long-term approach to portfolio construction, with an emphasis on downside risk management. | Finance |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BNY Mellon Managed Investments, Inc.
BNY Mellon Managed Investments, Inc. Investment ManagersFinance BNY Mellon Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizon, investment objectives and risk tolerance. They employ a contrarian investment approach that is based on diversification, a long-term focus and prudent aggression. BNY Mellon Managed Investments uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in- and out-of-favor. The firm takes a long-term investment approach which affords greater risk tolerance and opportunities for compounded assets to grow through compounding. BNY Mellon Managed Investments is not overly concerned with short-term market results. They take a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. The firm believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible. | Finance |
