Meghan Ramirez
Portfolio Manager-Equities at Oppenheimer Asset Management, Inc.
Profile
Meghan Ramirez is an Executive Director at Oppenheimer Asset Management, Inc. She previously worked as a Mutual Fund Wrap Trader at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2003 to 2006.
She then served as a Portfolio Administrator at Groesbeck Investment Management Corp.
from 2006 to 2011.
Ms. Ramirez also worked as a Vice President & Portfolio Manager at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2010 to 2015.
She completed her undergraduate degree at St. Thomas Aquinas College in 2000.
Meghan Ramirez active positions
| Companies | Position | Start |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Portfolio Manager-Equities | 2015-07-31 |
Former positions of Meghan Ramirez
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2015-06-30 |
Groesbeck Investment Management Corp.
 Groesbeck Investment Management Corp. Investment ManagersFinance Groesbeck Investment Management Corp. (Groesbeck) is an employee-owned, SEC registered investment adviser headquartered in Paramus, New Jersey. The firm was founded by Robert Groesbeck in 1993. Groesbeck provides equity portfolio management services to endowments, foundations, pension plans, trusts, Taft-Hartley accounts, IRA’s and high net worth individuals. | Corporate Officer/Principal | 2010-12-31 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2005-12-31 |
Training of Meghan Ramirez
| St. Thomas Aquinas College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Groesbeck Investment Management Corp.
Groesbeck Investment Management Corp. Investment ManagersFinance Groesbeck Investment Management Corp. (Groesbeck) is an employee-owned, SEC registered investment adviser headquartered in Paramus, New Jersey. The firm was founded by Robert Groesbeck in 1993. Groesbeck provides equity portfolio management services to endowments, foundations, pension plans, trusts, Taft-Hartley accounts, IRA’s and high net worth individuals. | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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