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Stephanie Shu
Portfolio Manager-Equities at Insight North America LLC
Stephanie Shu active positions
Companies | Position | Start | End |
---|---|---|---|
Insight North America LLC
![]() Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Portfolio Manager-Equities | 2021-08-31 | - |
Career history of Stephanie Shu
Former positions of Stephanie Shu
Companies | Position | Start | End |
---|---|---|---|
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Portfolio Manager-Fixed Income | 1999-12-31 | 2021-08-31 |
Gifford Fong Associates, Inc.
![]() Gifford Fong Associates, Inc. Investment ManagersFinance Gifford Fong Associates (GFA) is an independent registered investment adviser headquartered in Lafayette, California. Founded in 1974, GFA offers a variety of equity and fixed income investment strategies for institutional investors and provides solutions for investors to optimally construct and rebalance portfolios. | Corporate Officer/Principal | - | - |
Training of Stephanie Shu
Fudan University | Undergraduate Degree |
Texas A&M University | Graduate Degree |
Statistics
International
United States | 5 |
China | 2 |
Operational
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Gifford Fong Associates, Inc.
![]() Gifford Fong Associates, Inc. Investment ManagersFinance Gifford Fong Associates (GFA) is an independent registered investment adviser headquartered in Lafayette, California. Founded in 1974, GFA offers a variety of equity and fixed income investment strategies for institutional investors and provides solutions for investors to optimally construct and rebalance portfolios. | Finance |
Insight North America LLC
![]() Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Finance |
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