Suzanne Stefany
Director/Board Member at AMETEK, INC.
Net worth: 1 M $ as of 2024-03-30
Profile
Suzanne L.
Stefany is currently an Independent Director at AMETEK, Inc. since 2022, a Lead Independent Director at JELD-WEN, Inc. since 2017, and a Partner at PJT Partners, Inc. since 2017.
Previously, she served as the Chairman-Executive Board at South Shore YMCA, a Managing Director at Invesco Advisers, Inc., a Lead Independent Director at JELD-WEN Holding, Inc. from 2017 to 2024, a Vice President at Loomis, Sayles & Co. LP, a Senior Credit Analyst at Putnam Investments Ltd.
from 1995 to 2000, and a Global Industry Analyst at Wellington Management Co. LLP from 2005 to 2017.
She holds an undergraduate degree from Tufts University and a graduate degree from MIT Sloan School of Management.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
JELD-WEN HOLDING, INC.
0.05% | 2023-05-02 | 42,365 ( 0.05% ) | 899 409 $ | 2024-03-30 |
AMETEK, INC.
0.00% | 2024-03-18 | 3,050 ( 0.00% ) | 557 845 $ | 2024-03-30 |
Suzanne Stefany active positions
Companies | Position | Start |
---|---|---|
AMETEK, INC. | Director/Board Member | 2022-08-04 |
PJT PARTNERS INC. | Corporate Officer/Principal | 2017-07-31 |
JELD-WEN, Inc.
JELD-WEN, Inc. Forest ProductsNon-Energy Minerals JELD-WEN, Inc. manufactures windows and doors. The firm offers a range of windows, exterior and interior doors, patio doors, and related building products made of wood, wood composite, fiberglass, vinyl, and aluminum. Its products are used in various projects, such as windows, exterior and interior doors, and patio doors replacements, as well as pet panels, historic renovation, lighthouse restoration and livable spaces improvements. The company was founded by Richard L. Wendt on October 25, 1960 and is headquartered in Charlotte, NC. | Director/Board Member | 2017-09-30 |
Former positions of Suzanne Stefany
Companies | Position | End |
---|---|---|
JELD-WEN HOLDING, INC. | Director/Board Member | 2024-04-23 |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 2017-07-31 |
South Shore YMCA
South Shore YMCA Miscellaneous Commercial ServicesCommercial Services South Shore YMCA provides health, fitness, sports, arts and education programs for every age and ability. The company was founded in 1981 and is headquartered in Hanover, MA. | Chief Executive Officer | - |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Analyst-Equity | - |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Analyst-Equity | 2000-02-03 |
Training of Suzanne Stefany
Tufts University | Undergraduate Degree |
MIT Sloan School of Management | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 3 |
---|---|
AMETEK, INC. | Producer Manufacturing |
PJT PARTNERS INC. | Finance |
JELD-WEN HOLDING, INC. | Non-Energy Minerals |
Private companies | 6 |
---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
JELD-WEN, Inc.
JELD-WEN, Inc. Forest ProductsNon-Energy Minerals JELD-WEN, Inc. manufactures windows and doors. The firm offers a range of windows, exterior and interior doors, patio doors, and related building products made of wood, wood composite, fiberglass, vinyl, and aluminum. Its products are used in various projects, such as windows, exterior and interior doors, and patio doors replacements, as well as pet panels, historic renovation, lighthouse restoration and livable spaces improvements. The company was founded by Richard L. Wendt on October 25, 1960 and is headquartered in Charlotte, NC. | Non-Energy Minerals |
Putnam Investments Ltd.
Putnam Investments Ltd. Investment ManagersFinance Putnam Investments Ltd. (PIL) is an investment management firm headquartered in London, UK. The firm was founded in 1982 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Financial Corp. in Canada. PIL is an active asset manager that provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
South Shore YMCA
South Shore YMCA Miscellaneous Commercial ServicesCommercial Services South Shore YMCA provides health, fitness, sports, arts and education programs for every age and ability. The company was founded in 1981 and is headquartered in Hanover, MA. | Commercial Services |
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