Joan Binstock
Director/Board Member at MORGAN STANLEY DIRECT LENDING FUND
Net worth: 1 M $ as of 2024-03-30
Profile
Joan Anne Binstock is currently an Independent Director at SimCorp A, a Director at Omgeo LLC, a Director at Confluence Technologies, Inc., a Director at Greyston Foundation, Inc., a Director at Brown Brothers Harriman Trust Co. NA, a Founding Director at Association of Institutional Investors, a Director at Center Square Asset Management, an Independent Director at KKR Real Estate Select Trust, Inc., a Director at SL Investment Corp., an Independent Director at North Haven Private Income Fund LLC, an Independent Director at T Series Middle Market Loan Fund LLC, an Independent Director at North Haven Private Income Fund A LLC, an Independent Director at Morgan Stanley Direct Lending Fund, and an Advisory Council Member at Lovell Minnick Partners LLC.
Previously, Ms. Binstock held positions as a Director at JPMorgan Mutual Fund Investment Trust, a Director at Foreside Financial Group LLC, the Chief Financial & Operating Officer at Lord, Abbett & Co. LLC, the Chief Administrative Officer at Goldman Sachs & Co. LLC, a Principal at Ernst & Young LLP (Missouri), a Member at Greyston Bakery, Inc., the Chief Administrator Officer at Credit Suisse Securities (USA) LLC, and the Chief Operating Officer at Morgan Grenfell Capital Management, Inc. .
Ms. Binstock received an undergraduate degree from The State University of New York and an MBA degree from The Leonard N Stern School of Business.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-01-23 | 29,355 ( 0.03% ) | 632 600 $ | 2024-03-30 | |
KKR Real Estate Select Trust Fund
inf% | 2024-03-27 | 9,773 ( inf% ) | 254 782 $ | 2024-03-30 |
SIMCORP A/S
0.00% | 2022-12-30 | 1,679 ( 0.00% ) | 178 785 $ | 2023-11-29 |
Joan Binstock active positions
| Companies | Position | Start |
|---|---|---|
| SIMCORP | Director/Board Member | 2018-03-22 |
| MORGAN STANLEY DIRECT LENDING FUND | Director/Board Member | 2019-09-30 |
| Center Square Asset Management | Director/Board Member | - |
North Haven Private Income Fund LLC
 North Haven Private Income Fund LLC Finance/Rental/LeasingFinance North Haven Private Income Fund LLC is an American finance company that operates in the United States. Jeffery S. Levin has been the CEO of the company since 2021. | Director/Board Member | 2021-09-30 |
Confluence Technologies, Inc.
 Confluence Technologies, Inc. Packaged SoftwareTechnology Services Confluence Technologies, Inc. provides investment data management automation solutions. Its services include implementation, training, consulting, custom development, business support, technical support, performance reporting outsourcing service (PROS), price distribution and index reporting. The company was founded by Mark S. Evans in 1991 and is headquartered in Pittsburgh, PA. | Director/Board Member | 2023-04-23 |
Brown Brothers Harriman Trust Co. NA
 Brown Brothers Harriman Trust Co. NA Major BanksFinance Part of Brown Brothers Harriman & Co., Brown Brothers Harriman Trust Co. NA is a banking services provider. The private company is based in New York, NY. | Director/Board Member | - |
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 | 2017-12-31 |
T Series Middle Market Loan Fund LLC
 T Series Middle Market Loan Fund LLC Financial ConglomeratesFinance T Series Middle Market Loan Fund LLC provides financial services. The private company is based in New York, NY and has subsidiaries in the United States. Jeffrey Scott Levin has been the CEO of the company since 2021. | Director/Board Member | 2021-09-30 |
KKR Real Estate Select Trust, Inc.
 KKR Real Estate Select Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of KKR & Co., Inc., KKR Real Estate Select Trust, Inc. is a closed-end management investment company. The private company is based in New York, NY. The CEO of the company is Willard Carlisle Butcher. | Director/Board Member | - |
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Former positions of Joan Binstock
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Training of Joan Binstock
| The State University of New York | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| SIMCORP | Technology Services |
| MORGAN STANLEY DIRECT LENDING FUND | Finance |
| Private companies | 21 |
|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Finance |
| JPMorgan Mutual Fund Investment Trust | Miscellaneous |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Financial ConglomeratesFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial 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 |
Omgeo LLC
 Omgeo LLC Packaged SoftwareTechnology Services Omgeo LLC develops trade management software solutions. Is solutions include fixed income, equities, derivatives, repurchase agreements, managed accounts and private wealth. The company was founded in 2001 and is headquartered in Boston, MA. | Technology Services |
Confluence Technologies, Inc.
Confluence Technologies, Inc. Packaged SoftwareTechnology Services Confluence Technologies, Inc. provides investment data management automation solutions. Its services include implementation, training, consulting, custom development, business support, technical support, performance reporting outsourcing service (PROS), price distribution and index reporting. The company was founded by Mark S. Evans in 1991 and is headquartered in Pittsburgh, PA. | Technology Services |
Greyston Bakery, Inc.
 Greyston Bakery, Inc. Food RetailRetail Trade Greyston Bakery, Inc. produces food, beverage and bakery products. It offers chocolate fudge, walnut fudge, espresso bean, brown sugar blondie and assorted brownies; baked ingredients for ice creams, frozen yogurts, ice cream cakes, smoothies, blizzards, cheese cakes, and other treats; and merchandise, such as cookbooks and T-shirts. The company also provides contract baking, custom flavor development, custom baking, extruding, depositing, stamping and die cutting services. Greyston Bakery was founded by Roshi Bernard Glassman in 1982 and is headquartered in Yonkers, NY. | Retail Trade |
Credit Suisse Securities (USA) LLC
 Credit Suisse Securities (USA) LLC Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Finance |
| Morgan Grenfell Capital Management, Inc. | |
Greyston Foundation, Inc.
 Greyston Foundation, Inc. Services to the Health IndustryHealth Services Greyston Foundation, Inc. operates as a not-for-profit public charity. It provides direct community services; supervision; oversight,;human resources; accounting and finance; information technology; and administrative support. The company was founded by Bernie Glassman in 1982 and is headquartered in Yonkers, NY. | Health Services |
| Pricewaterhousecoopers LLC | |
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 |
Brown Brothers Harriman Trust Co. NA
Brown Brothers Harriman Trust Co. NA Major BanksFinance Part of Brown Brothers Harriman & Co., Brown Brothers Harriman Trust Co. NA is a banking services provider. The private company is based in New York, NY. | Finance |
| Association of Institutional Investors | |
| Center Square Asset Management | |
KKR Real Estate Select Trust, Inc.
KKR Real Estate Select Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Part of KKR & Co., Inc., KKR Real Estate Select Trust, Inc. is a closed-end management investment company. The private company is based in New York, NY. The CEO of the company is Willard Carlisle Butcher. | Miscellaneous |
SL Investment Corp.
 SL Investment Corp. Financial ConglomeratesFinance SL Investment Corp. is engaged in providing investment services. The company is headquartered in New York, NY. | Finance |
North Haven Private Income Fund LLC
North Haven Private Income Fund LLC Finance/Rental/LeasingFinance North Haven Private Income Fund LLC is an American finance company that operates in the United States. Jeffery S. Levin has been the CEO of the company since 2021. | Finance |
T Series Middle Market Loan Fund LLC
T Series Middle Market Loan Fund LLC Financial ConglomeratesFinance T Series Middle Market Loan Fund LLC provides financial services. The private company is based in New York, NY and has subsidiaries in the United States. Jeffrey Scott Levin has been the CEO of the company since 2021. | Finance |
North Haven Private Income Fund A LLC
 North Haven Private Income Fund A LLC Financial ConglomeratesFinance North Haven Private Income Fund A LLC provides financial and investment services. The private company is based in New York, NY and has subsidiaries in the United States. The company was founded in 2022. Jeffery S. Levin has been the CEO of the company since 2023. | Finance |
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