Joanna A. Levasseur

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Profile

Joanna A.
Levasseur worked as a Portfolio Manager at Atherton Lane Advisers LLC from 2009 to 2016.
She then worked as a Vice President of Wealth Manager at The Bank of New York Mellon Corp.
(Wealth Management) from 2016 to 2019.
Ms. Levasseur obtained an undergraduate degree from San Jose State University.

Former positions of Joanna A. Levasseur

Companies	Position	End
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.	Portfolio Manager-Equities	30/04/2019
Atherton Lane Advisers LLC Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities.	Portfolio Manager-Equities	29/04/2016

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Training of Joanna A. Levasseur

San Jose State University

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	2
Atherton Lane Advisers LLC Atherton Lane Advisers LLC Investment ManagersFinance Founded in 2005, Atherton Lane Advisers LLC is a registered investment advisor based in Menlo Park, California. The firm provides wealth management and investment counseling services to their clients. Their clients include individuals, high net worth individuals, family entities, pension and profit sharing plans, trusts, estates, charitable organizations, academic endowments, corporations and other business entities.	Finance
The Bank of New York Mellon Corp. (Wealth Management) The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.	Finance