Joseph Velli
Director/Board Member at ASSETMARK FINANCIAL HOLDINGS, INC.
Net worth: 11 M $ as of 2024-03-30
Joseph Velli active positions
Companies | Position | Start | End |
---|---|---|---|
PAYCHEX, INC. | Director/Board Member | 2007-01-23 | - |
Independent Dir/Board Member | 2007-01-23 | - | |
COMPUTERSHARE LIMITED | Director/Board Member | 2014-09-30 | - |
Independent Dir/Board Member | 2014-09-30 | - | |
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | Director/Board Member | 2017-12-11 | - |
Independent Dir/Board Member | 2017-12-11 | - | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Director/Board Member | 2020-05-11 | - |
Independent Dir/Board Member | 2020-05-11 | - | |
William Paterson University | Director/Board Member | 2017-05-31 | - |
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. | Founder | 2014-10-31 | - |
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 | 2015-12-31 | - |
Computershare Ltd. (United Kingdom)
Computershare Ltd. (United Kingdom) Investment ManagersFinance Part of Computershare Ltd., the British company operates a financial administration company. The private company is based in Bristol, UK. The company was founded in 1995. The CEO is Nazir Sarkar. | Director/Board Member | - | - |
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Career history of Joseph Velli
Former positions of Joseph Velli
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Training of Joseph Velli
Fairleigh Dickinson University | Masters Business Admin |
William Paterson University | Undergraduate Degree |
Statistics
International
United States | 20 |
Australia | 2 |
Germany | 2 |
Operational
Director/Board Member | 13 |
Independent Dir/Board Member | 5 |
Corporate Officer/Principal | 4 |
Sectoral
Finance | 13 |
Technology Services | 8 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 5 |
---|---|
PAYCHEX, INC. | Technology Services |
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | Technology Services |
BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
COMPUTERSHARE LIMITED | Technology Services |
ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
Private companies | 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 |
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 |
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 |
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 |
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 |
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 |
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 private company is based in Frankfurt, Germany. | Technology Services |
BNY Securities Group | |
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 |
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 |
Computershare Ltd. (United Kingdom)
Computershare Ltd. (United Kingdom) Investment ManagersFinance Part of Computershare Ltd., the British company operates a financial administration company. The private company is based in Bristol, UK. The company was founded in 1995. The CEO is Nazir Sarkar. | 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 |
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 |
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