Carolyn Eve Stys

Finance

Consumer Services

Profile

Ms. Carolyn E.
Stys is Founder & President at Bluemont Capital Advisors LLC.
She founded Bluemont Capital Advisors in 2008.
She began her career with Merrill Lynch in operations, account reconciliation, and securities processing in Boston in 1985.
After moving to California, Ms. Stys worked in the private client group for Drexel Burnham Lambert and in institutional sales for Lehman Brothers.
Upon joining PIMCO in 1992, she took over as Senior Portfolio Pricing Analyst leading the team responsible for the pricing of PIMCO's institutional portfolios.
Upon returning to Boston in 1994, she joined State Street Bank & Trust as a Client Service Officer for State Street Capital Markets, before joining Fidelity Investments in 1996, and bringing her securities analysis skills to technology as Development Manager for FACTS – Fidelity’s portfolio management accounting system.
Ms. Stys moved to Investors Bank & Trust in 2000 where she combined her securities accounting and processing knowledge, client service skills and understanding of technology as Program Manager for IBT’s flagship product offering, InvestView.
Ms.Stys attended Trinity University in Washington DC.

Former positions of Carolyn Eve Stys

Companies	Position	End
Investors Bank & Trust Co. Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA	Corporate Officer/Principal	-
State Street Bank & Trust Co. State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.	Corporate Officer/Principal	-
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	-
Pacific Investment Management Co. LLC Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.	Corporate Officer/Principal	-
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.	Corporate Officer/Principal	-

See the detail of Carolyn Eve Stys's experience

Training of Carolyn Eve Stys

Trinity University

Undergraduate Degree

Experiences
Positions held

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Private companies