Anjie Kallas
Directeur/Membre du Conseil chez CFA Society of San Francisco
Profil
Ms. Anjie Kallas, CFA, is a Managing Director at Quantum Capital Management Co. Befoer Quantum Capital, she worked at Brighton Jones.
Prior to joining Brighton Jones, Ms. Kallas managed fixed income mutual funds and separate accounts at Wells Capital Management and RNC Capital Management.
She has also provided advisory services in real estate investing, financing and credit due diligence.
Ms. Kallas holds an undergraduate degree in Economics from the University of Illinois and earned her Chartered Financial Analyst designation in 2001.
She is a member of the CFA Institute and the CFA Society of San Francisco.
Postes actifs de Anjie Kallas
| Sociétés | Poste | Début |
|---|---|---|
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Anjie Kallas
| Sociétés | Poste | Fin |
|---|---|---|
QCM LLC
 QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Gestionnaire de Portefeuille-Actions | 15/04/2013 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Corporate Officer/Principal | - |
RNC Capital Management LLC
 RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Corporate Officer/Principal | - |
Brighton Jones LLC
 Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Corporate Officer/Principal | - |
Formation de Anjie Kallas
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Finance |
QCM LLC
QCM LLC Investment ManagersFinance QCM LLC, do-business-as Quantum Capital Management, is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1996 by Howard Aschwald and Stephen Bradley. They are a wholly-owned subsidiary of Sterling Bank & Trust, FSB, itself a subsidiary of Sterling Bancorp, Inc. (NYSE: STL). QCM provides investment advisory services to individuals, trusts, estates, corporations, business entities and other financial services firms. | Finance |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Commercial Services |