Profil
Ms. Joan B. Kaye is Vice President at First Long Island Investors LLC.
She joined First Long Island Investors in 2011 and oversees the firm's business development client service initiatives.
Prior to joining First Long Island Investors, Ms.Kaye spent the majority of her career at Morgan Stanley advising high-net worth individuals and institutions on asset allocation and investment management.
She is a founding partner of the investment advisory firm, Meredith, Martin & Kaye, which she and her partner ultimately sold to UBS.
Additionally, she spent three years at Butler Capital, a registered broker-dealer and capital placement firm, connecting qualified informed investors with quality fund managers.
Ms.Kaye is a graduate of Georgetown University.
Anciens postes connus de Joan Bierbower Kaye
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2010 |
Butler Capital Corp. (Maryland)
Butler Capital Corp. (Maryland) Finance/Rental/LeasingFinance Provides loans and leases for business operations | Corporate Officer/Principal | - |
First Long Island Investors LLC
First Long Island Investors LLC Investment ManagersFinance FLII is a long-term investor which seeks to preserve and grow their clients' net worth while managing risk. Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities managed internally are invested in what they call a “core” strategy and a “dividend growth” strategy. Assets of some clients are invested in separately managed accounts advised by an outside investment manager. | Sales & Marketing | - |
Formation de Joan Bierbower Kaye
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
First Long Island Investors LLC
First Long Island Investors LLC Investment ManagersFinance FLII is a long-term investor which seeks to preserve and grow their clients' net worth while managing risk. Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities managed internally are invested in what they call a “core” strategy and a “dividend growth” strategy. Assets of some clients are invested in separately managed accounts advised by an outside investment manager. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Georgetown University
Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Butler Capital Corp. (Maryland)
Butler Capital Corp. (Maryland) Finance/Rental/LeasingFinance Provides loans and leases for business operations | Finance |
















