Profile
Mr. Jerome A.
Reid, Jr., is Chief Executive Officer at Forward Management LLC.
He is on the Board of Directors at FOLIOfn, Inc.
Prior to founding Forward Management, he was employed as Chief Executive Officer by ReFlow Management Co. LLC, Senior Vice President by Morgan Stanley & Co., Inc., Vice President by Dean Witter Reynolds, Inc., Principal by Bank of America Private Bank and John Nuveen & Co., Inc., and Board Member by SunGard Expert Solutions LLC.
J. Alan Reid active positions
| Companies | Position | Start |
|---|---|---|
Iconik Securities, Inc.
 Iconik Securities, Inc. Internet Software/ServicesTechnology Services Iconik Securities, Inc. operates as a trading platform that enables investors to create voting technology. The company is based in Laguna Beach, CA. The company was founded by Jerome Alan Reid, Samson Sprouse, Alex D. Thaler. Alex D. Thaler has been the CEO since incorporation. | Founder | - |
Former positions of J. Alan Reid
| Companies | Position | End |
|---|---|---|
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Chief Executive Officer | 01/04/2015 |
| ReFlow Management Co. LLC | Chief Executive Officer | 31/10/2010 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 30/04/1998 |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/1991 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
FOLIOfn, Inc.
 FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Technology Services |
| ReFlow Management Co. LLC | |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
SunGard Expert Solutions LLC
 SunGard Expert Solutions LLC Information Technology ServicesTechnology Services SunGard Expert Solutions LLC provides information technology solutions for the financial services industry. It offers web calculators, which help clients to assess financial needs for retirement, education, and estate planning. The company is headquartered in Salt Lake City, UT. | Technology Services |
Iconik Securities, Inc.
Iconik Securities, Inc. Internet Software/ServicesTechnology Services Iconik Securities, Inc. operates as a trading platform that enables investors to create voting technology. The company is based in Laguna Beach, CA. The company was founded by Jerome Alan Reid, Samson Sprouse, Alex D. Thaler. Alex D. Thaler has been the CEO since incorporation. | Technology Services |
- Stock Market
- Insiders
- J. Alan Reid
