Robert J. Chersi
Director/Board Member at BRIGHTSPHERE INVESTMENT GROUP INC.
Net worth: 1 M $ as of 2024-03-30
Profile
Robert J.
Chersi is the founder of Chersi Services LLC, which was founded in 2014.
He is currently the Chairman of Ubs Usa Foundation, a Director of Bon Secours New Jersey Health System, Inc., a Director of E*TRADE Bank since 2019, the Executive Director-Global Governance & Reporting at Pace University since 2013, the Executive Director-Center for Global Governance at Joseph I.
Lubin School of Business, the Lead Independent Director at BrightSphere Investment Group, Inc. since 2016, a Trustee at Thrivent Mutual Funds, a Member of Investment Company Institute, and a Member of National Association of Corporate Directors.
His former positions include being an Independent Director at E*TRADE Financial Corp.
from 2019 to 2020, a Director at St. Mary's Hospital Foundation, Inc (Wisconsin), a Director at UBS Bank USA, the Lead Independent Director at Brightsphere Investment UK Ltd.
from 2016 to 2019, the Chief Financial Officer at UBS Financial Services, Inc. from 2004 to 2008, the Chief Financial Officer-US Wealth Management at UBS AG from 1998 to 2008, an Audit Manager-Financial Service Practice at KPMG LLP from 1983 to 1988, and the Chief Financial Officer-Financial Services at Fidelity Investments, Inc. from 2008 to 2012.
He obtained his undergraduate degree from Pace University in 1993.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2023-06-07 | 57,321 ( 0.15% ) | 1 M $ | 2024-03-30 |
Robert J. Chersi active positions
Companies | Position | Start |
---|---|---|
BRIGHTSPHERE INVESTMENT GROUP INC. | Director/Board Member | 2015-12-31 |
Joseph I. Lubin School of Business | Corporate Officer/Principal | - |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Corporate Officer/Principal | - |
Thrivent Mutual Funds | Director/Board Member | - |
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Corporate Officer/Principal | - |
E*TRADE Bank
E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Director/Board Member | 2018-12-31 |
Bon Secours New Jersey Health System, Inc.
Bon Secours New Jersey Health System, Inc. Hospital/Nursing ManagementHealth Services Part of LifeBridge Health, Inc., Bon Secours New Jersey Health System, Inc. operates hospitals. The private company is based in Jersey City, NJ. | Director/Board Member | - |
Pace University | Corporate Officer/Principal | 2012-12-31 |
Former positions of Robert J. Chersi
Companies | Position | End |
---|---|---|
E*TRADE FINANCIAL, LLC | Director/Board Member | 2020-10-01 |
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Training of Robert J. Chersi
Pace University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 14 |
---|---|
Thrivent Mutual Funds | Miscellaneous |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
UBS AG
UBS AG Investment ManagersFinance UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. The firm focuses on the areas of wealth and asset management, as well as investment banking. It offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, as well as bonds and equities. The company was founded in 1862 and is headquartered in Zurich, Switzerland. | Finance |
Investment Company Institute
Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Bon Secours New Jersey Health System, Inc.
Bon Secours New Jersey Health System, Inc. Hospital/Nursing ManagementHealth Services Part of LifeBridge Health, Inc., Bon Secours New Jersey Health System, Inc. operates hospitals. The private company is based in Jersey City, NJ. | Health Services |
E*TRADE Bank
E*TRADE Bank Regional BanksFinance E*Trade Bank provides banking services. It is the wholly-owned subsidiary of E*TRADE Financial Corp. The company is headquartered in Arlington, VA. | Finance |
National Association of Corporate Directors
National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Commercial Services |
Brightsphere Investment Uk Ltd.
Brightsphere Investment Uk Ltd. Investment ManagersFinance Brightsphere Investment Group Plc engages in the provision investment management services and products. It offers its services to institutional investors, in asset classes that include equities, fixed income, real estate, and timber. The company was founded in May 2014 and is headquartered in London, the United Kingdom. | Finance |
Fidelity Investments, Inc.
Fidelity Investments, Inc. Financial ConglomeratesFinance Fidelity Investments, Inc. operates as a financial services company. The company is headquartered in Boston, MA. | Finance |
UBS Bank USA
UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Finance |
St. Mary's Hospital Foundation, Inc (wisconsin)
St. Mary's Hospital Foundation, Inc (wisconsin) Hospital/Nursing ManagementHealth Services St. Mary's Hospital Foundation, Inc. provides hospital services. The company is headquartered in Madison, WI. | Health Services |
BrightSphere Investment Group, Inc. |
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