Jamie Forese
Director/Board Member at HSBC HOLDINGS PLC
Net worth: 1 M $ as of 2024-04-29
Profile
James Anthony Forese is a businessperson who has been at the helm of 8 different companies and presently is Non-Executive Chairman at Global Bamboo Technologies, Inc. and Chief Executive Officer at Citigroup Global Markets Holdings, Inc. Mr. Forese is also on the board of HSBC Holdings Plc, Colby College, Princeton University Investment Co. and HSBC North America Holdings, Inc. In the past James Anthony Forese occupied the position of President & CEO-Institutional Clients Group at Citigroup, Inc. President for Citigroup Global Markets, Inc. (Investment Management), Chief Executive Officer for Citigroup Financial Products, Inc. Chief Executive Officer of Citigroup Global Markets, Inc. and Chief Executive Officer for Institutional Clients Group (which are all subsidiaries of Citigroup, Inc.), Chief Executive Officer at Citigroup Asset Management (United States) and Managing Director at Salomon Brothers. He received an undergraduate degree from Princeton University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
HSBC HOLDINGS PLC
0.00% | 2023-12-30 | 115,000 ( 0.00% ) | 1 M $ | 2024-04-29 |
Jamie Forese active positions
Companies | Position | Start |
---|---|---|
HSBC HOLDINGS PLC | Director/Board Member | 2020-04-30 |
Colby College | Director/Board Member | - |
HSBC North America Holdings, Inc.
HSBC North America Holdings, Inc. Financial ConglomeratesFinance HSBC North America Holdings Inc. operates as a bank holding company. It serves customers in areas including personal financial services, credit cards, specialty insurance products, commercial banking, private banking, asset management, global banking and markets. Te company was founded in 1980 and is headquartered in New York NY. | Chairman | - |
Global Bamboo Technologies, Inc.
Global Bamboo Technologies, Inc. Industrial MachineryProducer Manufacturing Global Bamboo Technologies, Inc. manufactures construction component. The company is headquartered in Windsor, CA. | Chairman | - |
Former positions of Jamie Forese
Companies | Position | End |
---|---|---|
CITIGROUP INC. | President | 2019-04-29 |
Salomon Brothers | Corporate Officer/Principal | 2010-12-31 |
HSBC USA INC (NEW) | Chairman | - |
Institutional Clients Group
Institutional Clients Group Financial ConglomeratesFinance Part of Citigroup, Inc., Institutional Clients Group provides financial services. The company is based in New York. | Chief Executive Officer | - |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Chief Executive Officer | 2016-12-31 |
Training of Jamie Forese
Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
CITIGROUP INC. | Finance |
HSBC HOLDINGS PLC | Finance |
Private companies | 11 |
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Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |
Salomon Brothers | Finance |
Citigroup Financial Products, Inc.
Citigroup Financial Products, Inc. Financial ConglomeratesFinance Citigroup Financial Products, Inc. provides financial and asset management services. The company was founded on May 2, 1997 and is headquartered in New York, NY. | Finance |
Citigroup Global Markets Holdings, Inc.
Citigroup Global Markets Holdings, Inc. Investment Banks/BrokersFinance Citigroup Global Markets Holdings, Inc. provides investment banking and securities brokerage services. It offers financial advisory, research and capital raising services to corporations, governments and individuals. The company was founded in 1977 and is headquartered in New York, NY. | Finance |
Princeton University Investment Co.
Princeton University Investment Co. Investment ManagersFinance Princeton University Investment Co. (dba PRINCO) is the investment management arm of Princeton University, a private Ivy League research university headquartered in Princeton, New Jersey. PRINCO was founded in 1987 and manages Princeton University’s Endowment through a global network of over 65 investment firms. The purpose of the Endowment is to provide steady support for the University’s current and future operating needs, while preserving real value for future generations. This mission requires an expected return that exceeds the sum of the annual rate of spending and University inflation. | Finance |
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Finance |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Finance |
Institutional Clients Group
Institutional Clients Group Financial ConglomeratesFinance Part of Citigroup, Inc., Institutional Clients Group provides financial services. The company is based in New York. | Finance |
HSBC North America Holdings, Inc.
HSBC North America Holdings, Inc. Financial ConglomeratesFinance HSBC North America Holdings Inc. operates as a bank holding company. It serves customers in areas including personal financial services, credit cards, specialty insurance products, commercial banking, private banking, asset management, global banking and markets. Te company was founded in 1980 and is headquartered in New York NY. | Finance |
Global Bamboo Technologies, Inc.
Global Bamboo Technologies, Inc. Industrial MachineryProducer Manufacturing Global Bamboo Technologies, Inc. manufactures construction component. The company is headquartered in Windsor, CA. | Producer Manufacturing |
HSBC USA, Inc.
HSBC USA, Inc. Major BanksFinance HSBC USA, Inc. provides commercial banking services. Its customers include individuals, including high net worth individuals, small businesses, corporations, institutions and governments. The company operates through the following segments: Retail Banking and Wealth Management (RBWM), Commercial Banking (CB), Global Banking and Markets (GB&M), Private Banking (PB), and Corporate Center (CC). The RBWM segment provides banking and wealth products and services, including personal loans, MasterCard and Visa credit card loans, deposits, branch services and financial planning products and services such as mutual funds, investments and insurance. The CB segment offers domestic and international services and banking, insurance and investment products to companies, government entities and non-profit organizations. The GB&M segment provides tailored financial solutions to major government, corporate and institutional clients as well as private investors worldwide. The PB segment provides private banking and trustee services to individuals and families with local and international needs which include specialist advisory services, including banking, liquidity management, investment services, custody services, tailored lending, wealth planning, trust and fiduciary services, insurance, family wealth and philanthropy advisory services. The CC segment includes BSM and legacy structured credit products, as well as a portfolio of residential mortgage loans, including certain loan servicing activities performed on behalf of HSBC Finance. HSBC USA was founded in 1973 and is headquartered in New York, NY. | Finance |
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