Julie T. Thomas
Compliance Officer chez FEG Private Investors LLC
Profil
Julie T.
Thomas is currently the Chief Compliance Officer at FEG Investors LLC and FEG Private Investors LLC.
She has previously worked as a Director at Manhattan National Life Insurance Co., Great American Life Insurance Co., and as a Senior Accountant at KPMG LLP.
She has also held compliance positions at Fiduciary Capital Management, Ohio National Fund, Suffolk Capital Management LLC, Ohio National Investments, and Augustar Life Insurance Co. Ms. Thomas received her undergraduate degree from the University of Cincinnati in 1990.
Postes actifs de Julie T. Thomas
| Sociétés | Poste | Début |
|---|---|---|
FEG Private Investors LLC
 FEG Private Investors LLC Investment ManagersFinance FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana. | Compliance Officer | 01/11/2015 |
FEG Investors LLC
 FEG Investors LLC Investment ManagersFinance FEG Investors LLC is an investment advisory firm headquartered in Cincinnati, Ohio. The firm was founded in 2008 and is a subsidiary of Fund Evaluation Group LLC, ultimately owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG Investors helps institutional investors build portfolios for the long term. | Compliance Officer | - |
Anciens postes connus de Julie T. Thomas
| Sociétés | Poste | Fin |
|---|---|---|
Augustar Life Insurance Co.
 Augustar Life Insurance Co. Life/Health InsuranceFinance Part of Constellation Insurance Holdings, Inc., The Ohio National Life Insurance Co. is a leading insurance holding company that provides protection, retirement income, and reinsurance solutions through its subsidiaries. The company is based in Cincinnati, OH. The company markets indexed universal life, indexed whole life, term, and BOLI through a national network of direct agents and independent marketing organizations. It also markets retirement income and accumulation solutions through institutional distribution and independent marketing organizations. Gary Thomas Huffman has been the CEO of the company since 2012. | Corporate Officer/Principal | 01/11/2015 |
Suffolk Capital Management LLC
 Suffolk Capital Management LLC Investment ManagersFinance Suffolk Capital Management, LLC is a registered investment advisor located in New York City. The firm was organized in 1991 as a privately held institutional asset manager. In 1994, Suffolk became a affiliate of United Asset Management, a US financial services holding company, which was acquired in 2000 by Old Mutual plc (LSE: OML). In 2002, Suffolk became a wholly-owned subsidiary of Ohio National Financial Services, Inc. In January 2017, Suffolk completed repurchasing their shares from Ohio National. Once again, Suffolk operates independently as an employee owned firm. The firm provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, registered mutual funds, trust programs, and other corporations or other businesses. | Compliance Officer | 01/01/2015 |
Fiduciary Capital Management, Inc.
 Fiduciary Capital Management, Inc. Investment ManagersFinance Fiduciary Capital Management, Inc. provides financial services. It offers discretionary portfolio management, stable value pooled fund management, nondiscretionary portfolio advice, GIC and synthetic wrapper placements, contract renegotiation services. The company was founded by Peter E. Bowles in 1987 and is headquartered in Wallingford, CT. | Corporate Officer/Principal | 01/01/2013 |
Ohio National Investments, Inc.
 Ohio National Investments, Inc. Investment ManagersFinance Ohio National Investments, Inc. (ONII) is a SEC-registered investment advisor and mutual fund manager headquartered in Montgomery, Ohio. The firm was founded in 1996 and is a subsidiary of The Ohio National Life Insurance Co., ultimately owned by Constellation Insurance Holdings, Inc. ONII serves as the investment adviser to mutual funds sponsored by their parent, Ohio National Life Insurance Co. The firm also provides investment advice and invests the assets of the Ohio National Fund, Inc. (Ohio National Fund) and National Security Life and Annuity Co. (National Security). | Compliance Officer | 01/01/2012 |
| Ohio National Fund, Inc. | Compliance Officer | 01/01/2012 |
Formation de Julie T. Thomas
| University of Cincinnati (Ohio) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
| Ohio National Fund, Inc. | Miscellaneous |
Suffolk Capital Management LLC
Suffolk Capital Management LLC Investment ManagersFinance Suffolk Capital Management, LLC is a registered investment advisor located in New York City. The firm was organized in 1991 as a privately held institutional asset manager. In 1994, Suffolk became a affiliate of United Asset Management, a US financial services holding company, which was acquired in 2000 by Old Mutual plc (LSE: OML). In 2002, Suffolk became a wholly-owned subsidiary of Ohio National Financial Services, Inc. In January 2017, Suffolk completed repurchasing their shares from Ohio National. Once again, Suffolk operates independently as an employee owned firm. The firm provides portfolio management services to corporate pension and profit-sharing plans, Taft-Hartley plans, registered mutual funds, trust programs, and other corporations or other businesses. | Finance |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Manhattan National Life Insurance Co.
 Manhattan National Life Insurance Co. Life/Health InsuranceFinance Part of Massachusetts Mutual Life Insurance Co., Manhattan National Life Insurance Co. provides life insurance services. The company is based in Cincinnati, OH. The CEO of the company is Mark F. Muething. | Finance |
Fiduciary Capital Management, Inc.
Fiduciary Capital Management, Inc. Investment ManagersFinance Fiduciary Capital Management, Inc. provides financial services. It offers discretionary portfolio management, stable value pooled fund management, nondiscretionary portfolio advice, GIC and synthetic wrapper placements, contract renegotiation services. The company was founded by Peter E. Bowles in 1987 and is headquartered in Wallingford, CT. | Finance |
Great American Life Insurance Co.
 Great American Life Insurance Co. Life/Health InsuranceFinance Great American Life Insurance Co. provides annuity products. It offers indexed, fee-based, registered index-linked, fixed, and immediate annuities . The company was founded in 1961 and is headquartered in Cincinnati, OH. | Finance |
Augustar Life Insurance Co.
Augustar Life Insurance Co. Life/Health InsuranceFinance Part of Constellation Insurance Holdings, Inc., The Ohio National Life Insurance Co. is a leading insurance holding company that provides protection, retirement income, and reinsurance solutions through its subsidiaries. The company is based in Cincinnati, OH. The company markets indexed universal life, indexed whole life, term, and BOLI through a national network of direct agents and independent marketing organizations. It also markets retirement income and accumulation solutions through institutional distribution and independent marketing organizations. Gary Thomas Huffman has been the CEO of the company since 2012. | Finance |
Ohio National Investments, Inc.
Ohio National Investments, Inc. Investment ManagersFinance Ohio National Investments, Inc. (ONII) is a SEC-registered investment advisor and mutual fund manager headquartered in Montgomery, Ohio. The firm was founded in 1996 and is a subsidiary of The Ohio National Life Insurance Co., ultimately owned by Constellation Insurance Holdings, Inc. ONII serves as the investment adviser to mutual funds sponsored by their parent, Ohio National Life Insurance Co. The firm also provides investment advice and invests the assets of the Ohio National Fund, Inc. (Ohio National Fund) and National Security Life and Annuity Co. (National Security). | Finance |
FEG Investors LLC
FEG Investors LLC Investment ManagersFinance FEG Investors LLC is an investment advisory firm headquartered in Cincinnati, Ohio. The firm was founded in 2008 and is a subsidiary of Fund Evaluation Group LLC, ultimately owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG Investors helps institutional investors build portfolios for the long term. | Finance |
FEG Private Investors LLC
FEG Private Investors LLC Investment ManagersFinance FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana. | Finance |
