Miriam E. Ballert
Profile
Previously, Ms. Ballert held positions as Head of Client Service and Sales for Husic Capital Management, Vice President of Mellon Institutional Asset Management and of Mellon Equity Associates, and Vice President of Massachusetts Financial Services (MFS).
She has held leadership roles on numerous charitable boards including Finance Chair of the Jessie Smith Noyes Foundation, Commissioner of Public Housing of Metro Louisville, KY, Vice Chair of the Vellore Christian Medical College Board (USA), and Adjunct Trustee of the Presbyterian Church (USA) Foundation.
Ms. Ballert completed the AIMSE Investment Institute at The Wharton School and was awarded the CFP designation in 1985.
Ms. Ballert received a BA from Hamline University in 1968 and a MA from Ohio Univeristy in 1969.
Former positions of Miriam E. Ballert
| Companies | Position | End |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Corporate Officer/Principal | 2008-12-30 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | - |
Mellon Equity Associates LLP
 Mellon Equity Associates LLP Investment ManagersFinance Mellon Equity Associates (MEA) manages assets for corporations, public funds, endowments and foundations, health-care institutions, mutual funds and Taft Hartley plans. They are a subsidiary of Mellon Financial Corp. (NYSE: MEL) and are located in Pittsburgh, Pennsylvania. | Corporate Officer/Principal | - |
Husic Capital Management
 Husic Capital Management Investment ManagersFinance Husic Capital Management (HCM) is a fundamental growth equity manager based in San Francisco. The firm was founded in June 1986 by Frank J. Husic. HCM's clients include major corporations, public funds, foundations, endowments, and wealthy individuals. | Sales & Marketing | - |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Husic Capital Management
Husic Capital Management Investment ManagersFinance Husic Capital Management (HCM) is a fundamental growth equity manager based in San Francisco. The firm was founded in June 1986 by Frank J. Husic. HCM's clients include major corporations, public funds, foundations, endowments, and wealthy individuals. | Finance |
Mellon Equity Associates LLP
Mellon Equity Associates LLP Investment ManagersFinance Mellon Equity Associates (MEA) manages assets for corporations, public funds, endowments and foundations, health-care institutions, mutual funds and Taft Hartley plans. They are a subsidiary of Mellon Financial Corp. (NYSE: MEL) and are located in Pittsburgh, Pennsylvania. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
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