Jennifer Ma

Portfolio Manager-Equities at

The Bank of New York Mellon Corp. (Wealth Management)

Finance

Consumer Services

Profile

Jennifer Ma is currently a Vice President & Senior Wealth Manager at The Bank of New York Mellon Corp.
(Wealth Management).
Prior to this, she worked as a Portfolio Manager at Atherton Lane Advisers LLC.
She also held positions as a Principal at J.P.
Morgan & Co., Inc. (Old), Hambrecht & Quist LLC, and Painewebber & Co., Inc. Ms. Ma completed her undergraduate degree at the University of California, Santa Cruz and holds an MBA from the University of San Francisco.

Jennifer Ma active positions

Companies	Position	Start
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Portfolio Manager-Equities	2016-03-31

All active positions of Jennifer Ma

Former positions of Jennifer Ma

Companies	Position	End
Atherton Lane Advisers LLC Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold.	Portfolio Manager-Equities	2016-04-29
Painewebber & Co., Inc. Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Corporate Officer/Principal	-
Hambrecht & Quist LLC Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	-

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Linked companies

Private companies	7
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments.	Finance
Atherton Lane Advisers LLC Atherton Lane Advisers LLC Investment ManagersFinance Atherton Lane Advisers constructs customized tax-efficient portfolios that are broadly diversified across asset categories (such as cash, bonds, stocks and real estate) and within asset categories (such as domestic growth stocks and foreign stocks). Client portfolios primarily comprise individual stocks and bond positions. Equity securities include exchange-listed securities, over-the-counter securities, and foreign issues. When the firm targets foreign equity markets, they may buy ADRs and ETFs. Atherton employs an active, global portfolio management strategy. Their primary investment focus is on asset allocation across a range of asset classes such as cash, bonds, stocks, real estate and precious metals such as gold.	Finance
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
University of California, Santa Cruz University of California, Santa Cruz Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of San Francisco University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hambrecht & Quist LLC Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Painewebber & Co., Inc. Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Finance