Kate Saltonstall
Directeur en chef des Investissements chez Sandy Cove Advisors LLC
Profil
Ms. Katherine Saltonstall, CFA MBA, is a Chief Investment Officer at Sandy Cove Advisors LLC.
She works with our clients to ensure their financial goals translate into successful investment strategies.
She also heads firm Investment Committee which help determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.
She brings over 26 years of relevant financial experience.
Ms. Saltonstall was previously employed as an Analyst by Independence Investments LLC, a Principal by Robeco Boston Partners Asset Management LLC, and a Research Analyst by Morgan Stanley & Co., Inc. She also served on the board at BlackRock Advisors LLC.
She has been a stock analyst and mutual fund portfolio manager in her first 16 years of her career and for the last 9 years as an investment advisor for families and individuals.
She received her undergraduate degree from Lehigh University and an MBA from Tulane University (Louisiana).
She is a member of the CFA Society in Boston having earned her chartered financial analyst designation in 2001.
Postes actifs de Kate Saltonstall
| Sociétés | Poste | Début |
|---|---|---|
Sandy Cove Advisors LLC
 Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. | Directeur en chef des Investissements | 01/01/2020 |
Anciens postes connus de Kate Saltonstall
| Sociétés | Poste | Fin |
|---|---|---|
Independence Investments LLC
 Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Analyst-Equity | 31/12/2000 |
Robeco Boston Partners Asset Management LLC
 Robeco Boston Partners Asset Management LLC Investment ManagersFinance Boston Partners Asset Management LP (BP) was founded in April of 1995 as a provider of value-oriented investment management services. They manage assets for institutions and individuals through separate accounts products and a family of institutional and retail mutual funds. the firm is a subsidiary of Robeco NV. | Analyst-Equity | 31/12/1999 |
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. | Analyst-Equity | 31/12/1996 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Analyst-Equity | - |
Formation de Kate Saltonstall
| Tulane University (Louisiana) | Masters Business Admin |
| Lehigh University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Robeco Boston Partners Asset Management LLC
Robeco Boston Partners Asset Management LLC Investment ManagersFinance Boston Partners Asset Management LP (BP) was founded in April of 1995 as a provider of value-oriented investment management services. They manage assets for institutions and individuals through separate accounts products and a family of institutional and retail mutual funds. the firm is a subsidiary of Robeco NV. | 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 |
Independence Investments LLC
Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
Sandy Cove Advisors LLC
Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. | Finance |