Joseph Velli
Directeur/Membre du Conseil chez ASSETMARK FINANCIAL HOLDINGS, INC.
Fortune : 11 M $ au 30/06/2024
Profil
Mr. Joseph M.
Velli is an Independent Director at AssetMark Financial Holdings, Inc., an Independent Director at Cognizant Technology Solutions Corp., an Advisory Council Member at Lovell Minnick Partners LLC, a Founder at 9101-6394 Québec, Inc., an Independent Non-Executive Director at Computershare Ltd., an Independent Director at Paychex, Inc. and an Operating Director at ClearPoint Investment Partners LLC.
He is on the Board of Directors at AssetMark Financial Holdings, Inc., Cognizant Technology Solutions Corp., William Paterson University, Cognizant Technology Solutions GmbH, Computershare Ltd., Paychex, Inc. and Computershare Ltd.
(United Kingdom).
Mr. Velli was previously employed as an Independent Director by E*TRADE Financial Corp., a Principal by ConvergEx Execution Solutions LLC, a Chairman & Chief Executive Officer by ConvergEx Group LLC, a Chief Executive Officer by BNY Securities Group, a Senior Executive Vice President by The Bank of New York Co., Inc., a Senior Executive Vice President by Mellon Bank National Association, a Senior Executive Vice President by The Bank of New York Mellon Corp., a Head-Depositary Receipt Business by Citibank NA (New York), and a Chairman & CEO by ConvergEx Group LLC.
He also served on the board at Foreside Financial Group LLC, Scivantage, Inc., E*TRADE Bank and American Management Systems, Inc. He received his undergraduate degree from William Paterson University and an MBA from Fairleigh Dickinson University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
PAYCHEX, INC.
0,02% | 17/05/2024 | 69 855 ( 0,02% ) | 8 M $ | 30/06/2024 |
| 06/06/2024 | 23 383 ( 0,00% ) | 2 M $ | 30/06/2024 | |
| 29/05/2024 | 16 138 ( 0,02% ) | 557 568 $ | 30/06/2024 | |
COMPUTERSHARE LIMITED
0,00% | 30/06/2023 | 17 000 ( 0,00% ) | 299 050 $ | 30/06/2024 |
Postes actifs de Joseph Velli
| Sociétés | Poste | Début |
|---|---|---|
| PAYCHEX, INC. | Directeur/Membre du Conseil | 24/01/2007 |
| COMPUTERSHARE LIMITED | Directeur/Membre du Conseil | 01/10/2014 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | Directeur/Membre du Conseil | 12/12/2017 |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Directeur/Membre du Conseil | 12/05/2020 |
| William Paterson University | Directeur/Membre du Conseil | 01/06/2017 |
9101-6394 Québec, Inc.
 9101-6394 Québec, Inc. Movies/EntertainmentConsumer Services 9101-6394 Québec, Inc. operates as a beach club. It offers locker rental, food, rental for wakeboards and equipment, and beverages. The company was founded in 1995 and is headquartered in Pointe-Calumet, Canada. | Fondateur | 01/11/2014 |
ClearPoint Investment Partners LLC
 ClearPoint Investment Partners LLC Investment ManagersFinance ClearPoint Investment Partners LLC (Clearpoint Investment Partner) is a private equity firm founded in 2014 by Carty Y.K. Chock and Ingrid Mazul. The firm is headquartered in San Mateo, California. | Private Equity Investor | - |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Consultant / Advisor | 01/01/2016 |
Computershare Ltd. (United Kingdom)
 Computershare Ltd. (United Kingdom) Investment ManagersFinance Part of Computershare Ltd., the British company operates a financial administration company. The company is based in Bristol, UK. The company was founded in 1995. The CEO is Nazir Sarkar. | Directeur/Membre du Conseil | - |
| ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░ |
Anciens postes connus de Joseph Velli
| Sociétés | Poste | Fin |
|---|---|---|
| ░░░░░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░ ░░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░░░░ ░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
Formation de Joseph Velli
| Fairleigh Dickinson University | Masters Business Admin |
| William Paterson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 5 |
|---|---|
| PAYCHEX, INC. | Technology Services |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
| COMPUTERSHARE LIMITED | Technology Services |
| COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | Technology Services |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Entreprise privées | 16 |
|---|---|
| American Management Systems, Inc. | Technology Services |
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Finance |
Cowen Execution Services LLC
 Cowen Execution Services LLC Investment Banks/BrokersFinance Cowen Execution Services LLC provides brokerage services. The company was founded in 2002 and is headquartered in New York, NY. | Finance |
E*TRADE Financial Corp.
 E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
E*TRADE Bank
 E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Finance |
| BNY Securities Group | |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
Scivantage, Inc.
 Scivantage, Inc. Packaged SoftwareTechnology Services Scivantage, Inc. provides web-based software solutions for the financial services industry. The firm's products include scivantage professional, investor, and maxit. Its services encompass implementation, consulting, custom solutions, and staff augmentation. The company was founded by Adnane Charchour in 2000 and is headquartered in Jersey City, NJ. | Technology Services |
ConvergEx Group LLC
 ConvergEx Group LLC Investment Banks/BrokersFinance ConvergEx Group LLC provides global brokerage and trading related services. The firm's services include commission management, trading, prime services, clearing, capital markets, independent research consulting, and FIX services. The company was founded in October 2006 and is headquartered in New York, NY. | Finance |
Cognizant Technology Solutions GmbH
 Cognizant Technology Solutions GmbH Information Technology ServicesTechnology Services Part of Cognizant Technology Solutions Corp., Cognizant Technology Solutions GmbH provides professional, information technology, business consulting and process services. The company is based in Frankfurt, Germany. | Technology Services |
Computershare Ltd. (United Kingdom)
Computershare Ltd. (United Kingdom) Investment ManagersFinance Part of Computershare Ltd., the British company operates a financial administration company. The company is based in Bristol, UK. The company was founded in 1995. The CEO is Nazir Sarkar. | Finance |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Technology Services |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
ClearPoint Investment Partners LLC
ClearPoint Investment Partners LLC Investment ManagersFinance ClearPoint Investment Partners LLC (Clearpoint Investment Partner) is a private equity firm founded in 2014 by Carty Y.K. Chock and Ingrid Mazul. The firm is headquartered in San Mateo, California. | Finance |
9101-6394 Québec, Inc.
9101-6394 Québec, Inc. Movies/EntertainmentConsumer Services 9101-6394 Québec, Inc. operates as a beach club. It offers locker rental, food, rental for wakeboards and equipment, and beverages. The company was founded in 1995 and is headquartered in Pointe-Calumet, Canada. | Consumer Services |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
