![Kathleen Cuocolo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kathleen Cuocolo
President at
State Street Institutional Investment Trust
Net worth: 47 426 $ as of 2020-03-30
Profile
Kathleen Cuocolo is currently Independent Director at Greenbacker Renewable Energy Co. LLC since 2013, Independent Director at ConnectM Technology Solutions, Inc. since 2021, Director at WEBs ETF Trust, Independent Director at SPACSphere Acquisition Corp., and President at State Street Institutional Investment Trust.
Former roles include President & Director at The China Fund, Inc. from 1999 to 2003, Managing Director & Head-Global ETF Accounting at The Bank of New York Mellon (New York) from 2008 to 2013, Independent Director at Monterey Capital Acquisition Corp., Executive Vice President at State Street Corp.
from 1982 to 2003, President at Syntax Advisors LLC from 2014 to 2020, and Auditor at PricewaterhouseCoopers LLP.
Education includes undergraduate studies at Boston College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
0.14% | 2025-12-21 | 7,891 ( 0.14% ) | 47 425 $ | 2026-07-30 |
Greenbacker Renewable Energy Corp.
 Greenbacker Renewable Energy Corp. Electric UtilitiesUtilities Generates electricity 0.13% | 2025-10-01 | 63,689 ( 0.13% ) | 1 $ | 2020-03-30 |
Kathleen Cuocolo active positions
| Companies | Position | Start |
|---|---|---|
State Street Institutional Investment Trust
 State Street Institutional Investment Trust Investment Trusts/Mutual FundsMiscellaneous Act as umbrella fund | President | 2010-02-09 |
Greenbacker Renewable Energy Co. LLC
 Greenbacker Renewable Energy Co. LLC Alternative Power GenerationUtilities Owns, operates and manages solar, wind & battery storage assets | Director/Board Member | 2013-06-30 |
WEBs ETF Trust
 WEBs ETF Trust Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Director/Board Member | - |
Former positions of Kathleen Cuocolo
| Companies | Position | End |
|---|---|---|
Syntax Advisors LLC
 Syntax Advisors LLC Investment ManagersFinance Syntax Advisors provides investors with rules-based, diversified exposure to business risks via products that track Syntax Stratified Weight Indices. Syntax Indices are a new class of indices that reweight the most widely-used benchmarks, including the S&P 500, S&P 400, and MSCI EAFE using the Stratified Weight methodology to deliver a diversified return across all of the business opportunities in a benchmark rather than just the largest. | President | 2020-02-29 |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 2013-02-28 |
| STATE STREET CORPORATION | Corporate Officer/Principal | - |
| THE CHINA FUND, INC. | President | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, tax and business consulting services | Corporate Officer/Principal | - |
Training of Kathleen Cuocolo
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
74
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
The China Fund, Inc.
 The China Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
State Street Corp.
 State Street Corp. Investment Banks/BrokersFinance Operates as bank holding company which provides custody, accounting, fund administration and investment management services | Finance |
State Street Institutional Investment Trust
State Street Institutional Investment Trust Investment Trusts/Mutual FundsMiscellaneous Act as umbrella fund | Miscellaneous |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, tax and business consulting services | Commercial Services |
Greenbacker Renewable Energy Co. LLC
Greenbacker Renewable Energy Co. LLC Alternative Power GenerationUtilities Owns, operates and manages solar, wind & battery storage assets | Utilities |
WEBs ETF Trust
WEBs ETF Trust Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Syntax Advisors LLC
Syntax Advisors LLC Investment ManagersFinance Syntax Advisors provides investors with rules-based, diversified exposure to business risks via products that track Syntax Stratified Weight Indices. Syntax Indices are a new class of indices that reweight the most widely-used benchmarks, including the S&P 500, S&P 400, and MSCI EAFE using the Stratified Weight methodology to deliver a diversified return across all of the business opportunities in a benchmark rather than just the largest. | Finance |
Monterey Capital Acquisition Corp.
 Monterey Capital Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
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