Profil
Ms. Diana Kalin is Chief Information Officer & Senior Vice President at ASB Capital Management LLC.
She is responsible for operations, securities processing, and fund accounting for the firm.
Ms. Kalin was previously employed as Chief Operations Officer & Senior Vice President by Chevy Chase Trust Co. and a Principal by American Security Bank.
Ms. Kalin received an undergraduate degree from SUNY Oswego and an MBA degree from George Washington University.
Anciens postes connus de Diana Kalin
Sociétés | Poste | Fin |
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Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Directeur des opérations | 30/06/2012 |
American Security Bank (Newport Beach, California)
American Security Bank (Newport Beach, California) Regional BanksFinance American Security Bank was opened in September, 1990, as Sun Country Bank. In the fall of 2003, the Bank’s holdings expanded through the purchase of PriVest Bank, a single location in Santa Ana. In June of 2005 the Bank changed its name to American Security Bank. From June, 2005 to November, 2008, the Bank’s footprint expanded through the opening of new offices in Corona and Apple Valley; the relocation of its headquarters from Santa Ana to Newport Beach; the relocation of its commercial real estate lending division to the headquarters facility; and the construction of an updated office that replaced its flagship Apple Valley office. The bank currently operates five full-service banking offices. Two loan production offices and two convenient electronic banking vestibules. The four-county footprint served by American Security Bank includes the High Desert region of San Bernardino County, the Antelope Valley region of Los Angeles County, the Inland Empire, and Orange County. | Corporate Officer/Principal | - |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Corporate Officer/Principal | - |
Formation de Diana Kalin
State University of New York College at Oswego | Undergraduate Degree |
George Washington University | Masters Business Admin |
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Entreprise privées | 3 |
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Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Finance |
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Finance |
American Security Bank (Newport Beach, California)
American Security Bank (Newport Beach, California) Regional BanksFinance American Security Bank was opened in September, 1990, as Sun Country Bank. In the fall of 2003, the Bank’s holdings expanded through the purchase of PriVest Bank, a single location in Santa Ana. In June of 2005 the Bank changed its name to American Security Bank. From June, 2005 to November, 2008, the Bank’s footprint expanded through the opening of new offices in Corona and Apple Valley; the relocation of its headquarters from Santa Ana to Newport Beach; the relocation of its commercial real estate lending division to the headquarters facility; and the construction of an updated office that replaced its flagship Apple Valley office. The bank currently operates five full-service banking offices. Two loan production offices and two convenient electronic banking vestibules. The four-county footprint served by American Security Bank includes the High Desert region of San Bernardino County, the Antelope Valley region of Los Angeles County, the Inland Empire, and Orange County. | Finance |