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Victoria T. Melendez
Plus aucun poste en cours
Profil
Victoria T.
Melendez worked as a Managing Director & Senior Portfolio Manager at Rockefeller & Co., Inc. from 1998 to 2018, and as a Managing Director & Portfolio Manager at Rockefeller & Co. LLC from 2018 to 2021.
Prior to that, she worked as a Principal at Milbank LLP, Morgan Stanley International Ltd., and Jardine Fleming Securities (Asia) Ltd. She also worked as an Analyst at Morgan Stanley & Co. International Plc and as a Principal at International Financial Markets Trading Ltd. Ms. Melendez holds an MBA from Harvard Business School, a graduate degree from Harvard Law School, and an undergraduate degree from Harvard College.
Anciens postes connus de Victoria T. Melendez
| Sociétés | Poste | Fin |
|---|---|---|
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Gestionnaire de Portefeuille-Actions | 01/12/2021 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Gestionnaire de Portefeuille-Actions | 01/03/2018 |
Morgan Stanley & Co. International Plc
 Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/08/1998 |
Morgan Stanley International Ltd.
 Morgan Stanley International Ltd. Investment Banks/BrokersFinance Provides diversified financial services abroad | Corporate Officer/Principal | 01/01/1998 |
Jardine Fleming Securities (Asia) Ltd.
 Jardine Fleming Securities (Asia) Ltd. Investment Banks/BrokersFinance Part of JPMorgan Chase & Co., Jardine Fleming Securities (Asia) Ltd. is a company based in Tokyo, Japan. | Corporate Officer/Principal | 01/01/1993 |
Formation de Victoria T. Melendez
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Milbank LLP
 Milbank LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Commercial Services |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Finance |
Morgan Stanley International Ltd.
Morgan Stanley International Ltd. Investment Banks/BrokersFinance Provides diversified financial services abroad | Finance |
Morgan Stanley & Co. International Plc
Morgan Stanley & Co. International Plc Investment Banks/BrokersFinance Provides brokerage services | Finance |
Jardine Fleming Securities (Asia) Ltd.
Jardine Fleming Securities (Asia) Ltd. Investment Banks/BrokersFinance Part of JPMorgan Chase & Co., Jardine Fleming Securities (Asia) Ltd. is a company based in Tokyo, Japan. | Finance |
International Financial Markets Trading Ltd. | |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Law School
 Harvard Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard College
 Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Finance |
