Career history of Sara J. Grillo
Former positions of Sara J. Grillo
Companies | Position | Start | End |
---|---|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 2007-08-31 | 2008-09-22 |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Analyst-Equity | 2003-12-31 | 2007-08-29 |
JPMORGAN CHASE & CO. | Corporate Officer/Principal | - | 2003-12-30 |
Grillo Investment Management, LLC
Grillo Investment Management, LLC Investment ManagersFinance Grillo Investment Management LLC provides investment advice services. The company was founded by Sara J. Grillo in 2011 and is headquartered in New York, NY. | Founder | 2010-12-31 | - |
Conrad Capital Management, Inc.
Conrad Capital Management, Inc. Investment ManagersFinance Conrad Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Hauppauge, New York. The firm was founded by Donald E.Conrad in 1997. CCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. | Portfolio Manager-Equities | 2009-12-28 | - |
Portfolio Manager-Fixed Income | 2009-12-28 | - | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Analyst-Equity | 2008-09-23 | - |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - | - |
Training of Sara J. Grillo
Harvard University | Undergraduate Degree |
New York University | Masters Business Admin |
Statistics
International
United States | 10 |
Operational
Analyst-Equity | 3 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 8 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
JPMORGAN CHASE & CO. | Finance |
Private companies | 6 |
---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Conrad Capital Management, Inc.
Conrad Capital Management, Inc. Investment ManagersFinance Conrad Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor headquartered in Hauppauge, New York. The firm was founded by Donald E.Conrad in 1997. CCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. | Finance |
Grillo Investment Management, LLC
Grillo Investment Management, LLC Investment ManagersFinance Grillo Investment Management LLC provides investment advice services. The company was founded by Sara J. Grillo in 2011 and is headquartered in New York, NY. | Finance |
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