Phyllis Hollis
Director/Board Member bij DIVERSIFIED HEALTHCARE TRUST
Vermogen: 204 240 $ op 31-03-2024
Profiel
Phyllis M.
Hollis was the founder of Egerie Software SASU, a company founded in 2000 where she held the title of President from 2000 to 2010.
Ms. Hollis is also the founder of Utendahl Capital Partners LP.
Ms. Hollis's current job is as the Chief Executive Officer at Hollis Advisory LLC since 2018.
She is also an Independent Trustee at Diversified Healthcare Trust starting in 2023.
Ms. Hollis's former jobs include being the President, CEO, COO & Chief Marketing Officer at CAVU Securities LLC from 2014 to 2018.
She also worked as a Mortgage Specialist at Bear, Stearns & Co., Inc. and Smith Barney Harris Upham & Co., Inc., and as a Principal at Salomon Brothers.
Additionally, she was a Member at Semper Capital Management LP, Packer Collegiate Institute, Inc., YWCA, and Rush Philanthropic Arts Foundation.
Ms. Hollis served as an Independent Trustee at Seven Hills Realty Trust from 2022 to 2023.
Ms. Hollis obtained her undergraduate degree from San Jose State University.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
SEVEN HILLS REALTY TRUST
0.08% | 23-05-2023 | 12 000 ( 0.08% ) | 155 040 $ | 31-03-2024 |
22-03-2024 | 20 000 ( 0.01% ) | 49 200 $ | 31-03-2024 |
Actieve functies van Phyllis Hollis
Bedrijven | Functie | Begin |
---|---|---|
DIVERSIFIED HEALTHCARE TRUST | Director/Board Member | 26-09-2023 |
Hollis Advisory LLC | Chief Executive Officer | 01-01-2018 |
Eerdere bekende functies van Phyllis Hollis
Bedrijven | Functie | Einde |
---|---|---|
SEVEN HILLS REALTY TRUST | Director/Board Member | 25-09-2023 |
CAVU Securities LLC
CAVU Securities LLC Investment ManagersFinance CAVU Securities LLC provides brokerage services. Its services include capital markets, advisory, raising capital, mergers and acquisitions, institutional brokerage, and funds distribution. The firm serves to the investment managers, investors, and private companies. The company was founded in 1976 and is headquartered in New York, NY. | Chief Executive Officer | 01-01-2018 |
Egerie Software SASU
Egerie Software SASU Packaged SoftwareTechnology Services Egerie Software SASU specializes in cyber security analysis, simulation, and management software solutions. Its products include EGERIE RiskManager and EGERIE PrivacyManager. The firm's EGERIE RiskManager manages cyber security and EGERIE PrivacyManager offers governance solutions of personal data. The company is headquartered in Toulon, France. | Founder | 01-01-2010 |
Utendahl Capital Partners LP
Utendahl Capital Partners LP Investment Banks/BrokersFinance Founded in 1992, Utendahl Capital Partners LP is a broker/dealer located in New York City. Along with their affiliates in merchant banking, mezzanine finance and asset management, the firm offers a full range of investment banking products including equity, fixed-income, research, corporate finance and capital markets. Their research team focuses on small- to mid-cap companies in the business services, capital goods, consumer discretionary, consumer finance, consumer products, industrial machinery, media and entertainment and specialty finance sectors. The firm is a subsidiary of Utendahl Capital Group LLC. | Founder | - |
Rush Philanthropic Arts Foundation
Rush Philanthropic Arts Foundation Miscellaneous Commercial ServicesCommercial Services Rush Philanthropic Arts Foundation provides inner city youth exposure to the arts, as well as to supporting emerging underrepresented artists with exhibition opportunities. The company was founded by Danny Simmons, Russell Simmons and Joseph Simmons in 1995 is headquartered in Brooklyn, NY. | Corporate Officer/Principal | - |
Opleiding van Phyllis Hollis
San Jose State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 2 |
---|---|
DIVERSIFIED HEALTHCARE TRUST | Finance |
SEVEN HILLS REALTY TRUST | Finance |
Bedrijven in privébezit | 10 |
---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
CAVU Securities LLC
CAVU Securities LLC Investment ManagersFinance CAVU Securities LLC provides brokerage services. Its services include capital markets, advisory, raising capital, mergers and acquisitions, institutional brokerage, and funds distribution. The firm serves to the investment managers, investors, and private companies. The company was founded in 1976 and is headquartered in New York, NY. | Finance |
Utendahl Capital Partners LP
Utendahl Capital Partners LP Investment Banks/BrokersFinance Founded in 1992, Utendahl Capital Partners LP is a broker/dealer located in New York City. Along with their affiliates in merchant banking, mezzanine finance and asset management, the firm offers a full range of investment banking products including equity, fixed-income, research, corporate finance and capital markets. Their research team focuses on small- to mid-cap companies in the business services, capital goods, consumer discretionary, consumer finance, consumer products, industrial machinery, media and entertainment and specialty finance sectors. The firm is a subsidiary of Utendahl Capital Group LLC. | Finance |
Salomon Brothers | Finance |
Semper Capital Management LP
Semper Capital Management LP Investment ManagersFinance Semper Capital Management LP (Semper) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by John Utendahl and Tom Mandel in 1992 and was formerly known as UCM Partners LP and as Utendahl Capital Management LP. Semper offers institutional and high-net-worth individuals multiple securitized debt-centric investment platforms that range from private absolute return and index-based strategies to registered mutual funds and custom managed accounts. | Finance |
Smith Barney Harris Upham & Co., Inc. | Finance |
YWCA | |
Rush Philanthropic Arts Foundation
Rush Philanthropic Arts Foundation Miscellaneous Commercial ServicesCommercial Services Rush Philanthropic Arts Foundation provides inner city youth exposure to the arts, as well as to supporting emerging underrepresented artists with exhibition opportunities. The company was founded by Danny Simmons, Russell Simmons and Joseph Simmons in 1995 is headquartered in Brooklyn, NY. | Commercial Services |
Egerie Software SASU
Egerie Software SASU Packaged SoftwareTechnology Services Egerie Software SASU specializes in cyber security analysis, simulation, and management software solutions. Its products include EGERIE RiskManager and EGERIE PrivacyManager. The firm's EGERIE RiskManager manages cyber security and EGERIE PrivacyManager offers governance solutions of personal data. The company is headquartered in Toulon, France. | Technology Services |
Hollis Advisory LLC |