Profil
Joseph C.
Benedetti is Assistant Secretary at OppenheimerFunds Distributor, Inc., Shareholder Services, Inc., Oppenheimer Acquisition Corp., HarbourView Asset Management Corp., Oppenheimer Real Asset Management, Inc., Trinity Investment Management Corp., and Seattle Northwest Asset Management LLC since 2019.
Formerly, Mr. Benedetti was Managing Director at Morgan Stanley Investment Management, Inc. from 2005 to 2017; Senior Vice President & Managing Counsel at OFI Global Asset Management, Inc. from 2017 to 2019; Secretary at Ofi Global Trust Co. from 2017 to 2019; Vice President at New Jersey Devils LLC in 2011; Assistant Secretary at OppenheimerFunds, Inc., OFI Global Institutional, Inc., Index Management Solutions LLC, OFI International Ltd., and OC Private Capital LLC; and Secretary, Chief Legal Officer & Vice President at Carlyle Tactical Private Credit Fund.
Postes actifs de Joseph C. Benedetti
| Sociétés | Poste | Début |
|---|---|---|
HarbourView Asset Management Corp.
HarbourView Asset Management Corp. Investment ManagersFinance Investment Advice | Corporate Officer/Principal | 01/01/2019 |
Oppenheimer Acquisition Corp.
Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Provides mortgage banking and investment services | Corporate Officer/Principal | 01/01/2019 |
Oppenheimer Real Asset Management, Inc.
Oppenheimer Real Asset Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2019 |
OppenheimerFunds Distributor, Inc.
OppenheimerFunds Distributor, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2019 |
Seattle Northwest Asset Management LLC
Seattle Northwest Asset Management LLC Investment ManagersFinance Operates as an advisory firm that provides portfolio management services | Corporate Officer/Principal | 01/01/2019 |
Shareholder Services, Inc. | Corporate Officer/Principal | 01/01/2019 |
Trinity Investment Management Corp.
Trinity Investment Management Corp. Investment ManagersFinance Provides investment advice services | Corporate Officer/Principal | 01/01/2019 |
Anciens postes connus de Joseph C. Benedetti
| Sociétés | Poste | Fin |
|---|---|---|
OFI Global Asset Management, Inc.
OFI Global Asset Management, Inc. Investment Banks/BrokersFinance Provides fund management services | Conseiller Juridique Général | 01/01/2019 |
Ofi Global Trust Co. | Secrétaire Général | 01/01/2019 |
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Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 17 |
|---|---|
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Finance |
OppenheimerFunds Distributor, Inc.
OppenheimerFunds Distributor, Inc. Investment ManagersFinance Provides investment advice | Finance |
Shareholder Services, Inc. | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
OFI Global Asset Management, Inc.
OFI Global Asset Management, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
Oppenheimer Acquisition Corp.
Oppenheimer Acquisition Corp. Finance/Rental/LeasingFinance Provides mortgage banking and investment services | Finance |
New Jersey Devils LLC
New Jersey Devils LLC Movies/EntertainmentConsumer Services Operates a professional hockey team | Consumer Services |
HarbourView Asset Management Corp.
HarbourView Asset Management Corp. Investment ManagersFinance Investment Advice | Finance |
Index Management Solutions LLC
Index Management Solutions LLC Investment ManagersFinance Index Management Solutions (IMS) specializes index fund management (ETF funds, separate accounts and commingled vehicles), benchmark creation, cash equitization, currency overlay and beta replication. The firm works with clients to provide beta management solutions which meet specific goals and objectives, with the ability to both manage and create exposures within various investment vehicles across a variety of asset classes. IMS has particular expertise in tax management within domestic and international funds to minimize distributable capital gains. The firm also has extensive experience with ETF Authorized Participants to commit to complex, sensitive, capital-intensive trades. | Finance |
Oppenheimer Real Asset Management, Inc.
Oppenheimer Real Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Trinity Investment Management Corp.
Trinity Investment Management Corp. Investment ManagersFinance Provides investment advice services | Finance |
OFI International Ltd.
OFI International Ltd. Financial ConglomeratesFinance Provides financial intermediation services | Finance |
OC Private Capital LLC | |
Carlyle Tactical Private Credit Fund
Carlyle Tactical Private Credit Fund Financial ConglomeratesFinance Provides investment services | Finance |
Seattle Northwest Asset Management LLC
Seattle Northwest Asset Management LLC Investment ManagersFinance Operates as an advisory firm that provides portfolio management services | Finance |
Ofi Global Trust Co. |
















