Kathleen Cuocolo
Director/Board Member at MONTEREY CAPITAL ACQUISITION CORPORATION
Net worth: 1 $ as of 30/03/2020
Profile
Kathleen Cuocolo is an Independent Director at Monterey Capital Acquisition Corp., a Director at Syntax ETF Trust, an Independent Director at Connectm Technology Solutions, Inc., and the President of State Street Institutional Investment Trust.
She previously served as the President & Director of The China Fund, Inc., an Independent Director at Greenbacker Renewable Energy Co. LLC, the Managing Director & Head-Global ETF Accounting at The Bank of New York Mellon (New York), and the Executive Vice President of State Street Corp.
She was also the President of Syntax Advisors LLC from 2014 to 2020.
Ms. Cuocolo started her career as an Auditor at PricewaterhouseCoopers LLP.
She obtained her undergraduate degree from Boston College.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Greenbacker Renewable Energy Corp.
0.11% | 09/04/2024 | 53,703 ( 0.11% ) | 1 $ | 30/03/2020 |
Kathleen Cuocolo active positions
| Companies | Position | Start |
|---|---|---|
| MONTEREY CAPITAL ACQUISITION CORPORATION | Director/Board Member | 31/12/2020 |
| State Street Institutional Investment Trust | President | 09/02/2010 |
Syntax ETF Trust
 Syntax ETF Trust Investment Trusts/Mutual FundsMiscellaneous Syntax ETF Trust engages in the investment and trust fund services. It also handles the purchases and sale of fund shares. The company was founded on June 27, 2013 and is headquartered in New York, NY. | Director/Board Member | - |
Former positions of Kathleen Cuocolo
| Companies | Position | End |
|---|---|---|
Syntax Advisors LLC
 Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts. | President | 29/02/2020 |
The Bank of New York Mellon (New York)
 The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
| STATE STREET CORPORATION | Corporate Officer/Principal | - |
| THE CHINA FUND, INC. | President | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Training of Kathleen Cuocolo
| Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| STATE STREET CORPORATION | Finance |
| MONTEREY CAPITAL ACQUISITION CORPORATION | Finance |
| Private companies | 6 |
|---|---|
The China Fund, Inc.
 The China Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The China Fund, Inc. is a non-diversified, closed-end management investment company. Its objective is to achieve long-term capital appreciation through investment in companies and other entities with significant assets, investments, production activities, trading or other business interests in China, or which derive a significant part of their revenue from China. The company was founded on April 28, 1992 and is headquartered in Boston, MA. | Miscellaneous |
| State Street Institutional Investment Trust | Miscellaneous |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
The Bank of New York Mellon (New York)
The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Finance |
Syntax Advisors LLC
Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts. | Finance |
Syntax ETF Trust
Syntax ETF Trust Investment Trusts/Mutual FundsMiscellaneous Syntax ETF Trust engages in the investment and trust fund services. It also handles the purchases and sale of fund shares. The company was founded on June 27, 2013 and is headquartered in New York, NY. | Miscellaneous |
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