Mellon Investments Corporation

Mellon Investments Corporation, also known as MELLON INVESTMENTS CORPORATION, is a Delaware-based firm with 520 employees, 173 of which are in advisory roles. Serving 16 clients, the firm maintains an SEC Approved status with a registration date of September 30, 1983.

• ADAM BRETT JOFFE

  BOARD OF DIRECTORS, CHIEF BUSINESS OFFICER owns less than 5%

• DAVID ANTONIO DAGLIO

  BOARD OF DIRECTORS, CHIEF INVESTMENT OFFICER - ACTIVE EQUITY owns less than 5%

• EDWARD HOMER LADD

  BOARD OF DIRECTORS owns less than 5%

• GREGORY ALLAN BRISK

  BOARD OF DIRECTORS owns less than 5%

• JAMES DESMOND MAC INTYRE

  PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD OF DIRECTORS owns less than 5%

• JENNIFER CASSEDY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JOHN P SHEA

  CHIEF FINANCIAL OFFICER owns less than 5%

• MBC INVESTMENTS CORPORATION

  SHAREHOLDER owns 75% or more

• RENEE MICHELLE LAROCHE-MORRIS

  BOARD MEMBER owns less than 5%

• THOMAS LOEB

  BOARD OF DIRECTORS & CHAIRMAN EMERITUS owns less than 5%

• BNY MELLON IHC, LLC

  SHAREHOLDER owns 75% or more

• THE BANK OF NEW YORK MELLON CORPORATION

  SHAREHOLDER owns 75% or more

• GOLDMAN SACHS & CO. LLC
  United States
• GOLDMAN SACHS & CO. LLC
  United States

• CI Global Investments Inc
• Boston Financial Management LLC
• Siharum Advisors LLC
• JP Marvel Investment Advisors Inc
• Carlisle TAX Credits LLC
• LPL Financial LLC
• RIVERSIDE PARTNERS, LLC
• Acadian Asset Management LLC
• Wellington Management Company LLP
• Geode Capital Management LP

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