Profil
Katherine Ann Christoferson currently works at McCollum Christoferson Group LLC, as Chief Executive Officer & Senior Financial Advisor.
Ms. Christoferson also formerly worked at Harold C.
Brown & Co. LLC, as Chief Executive Officer from 1982 to 2010.
Ms. Christoferson received her undergraduate degree in 1981 from the University of Minnesota.
Postes actifs de Katherine Ann Christoferson
| Sociétés | Poste | Début |
|---|---|---|
McCollum Christoferson Group LLC
McCollum Christoferson Group LLC Investment ManagersFinance McCollum Christoferson primarily allocates client assets among various individual equity and debt securities in accordance with their stated investment objectives. To a lesser extent, the firm also allocates client assets among mutual funds and exchange-traded funds (ETFs). | Directeur Général | - |
Anciens postes connus de Katherine Ann Christoferson
| Sociétés | Poste | Fin |
|---|---|---|
Harold C. Brown & Co. LLC
Harold C. Brown & Co. LLC Investment ManagersFinance Harold C. Brown & Co. (HCB) typically allocates their clients' funds to different asset classes to create portfolios that provide diversification and balance, with an emphasis on total return. The firm employs a variety of measures that seek to preserve capital. Once they determine a client's basic investment strategy, they select specific investment vehicles that are expected to perform well in forecasted economic, financial and market environments. HCB invests for the long-term and avoid attempts at market timing. The firm rarely engages in short-term trading. They also avoid the use of highly volatile financial instruments such as derivatives, futures contracts, options, commodities or limited partnerships. The firm's in-house investment research focuses on the economy, financial markets, industries and individual companies. They look for new investment opportunities and monitor the strength of their current investment holdings. HCB's equity selection process is based on a bottom-up fundamental investment approach. The firm seeks to identify companies with high levels of profitability and financial strength across broadly diversified sectors. They employ a blend of growth and value investment styles. Though not limited by sector or market-cap, HCB tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology, energy minerals, producer manufacturing and finance sectors. The firm maintains a very low turnover rate. The firm's fixed-income investment approach seeks to identify vehicles with the highest of credit ratings that offer maximum current yields. To minimize interest rate and inflation risk, HCB typically buys short- to intermediate duration debt instruments issued by highly rated corporations and municipalities, the US Government and its agencies and money market funds. | President | - |
Formation de Katherine Ann Christoferson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Harold C. Brown & Co. LLC
Harold C. Brown & Co. LLC Investment ManagersFinance Harold C. Brown & Co. (HCB) typically allocates their clients' funds to different asset classes to create portfolios that provide diversification and balance, with an emphasis on total return. The firm employs a variety of measures that seek to preserve capital. Once they determine a client's basic investment strategy, they select specific investment vehicles that are expected to perform well in forecasted economic, financial and market environments. HCB invests for the long-term and avoid attempts at market timing. The firm rarely engages in short-term trading. They also avoid the use of highly volatile financial instruments such as derivatives, futures contracts, options, commodities or limited partnerships. The firm's in-house investment research focuses on the economy, financial markets, industries and individual companies. They look for new investment opportunities and monitor the strength of their current investment holdings. HCB's equity selection process is based on a bottom-up fundamental investment approach. The firm seeks to identify companies with high levels of profitability and financial strength across broadly diversified sectors. They employ a blend of growth and value investment styles. Though not limited by sector or market-cap, HCB tends to invest in the stocks of US large-cap companies in the consumer non-durables, health technology, energy minerals, producer manufacturing and finance sectors. The firm maintains a very low turnover rate. The firm's fixed-income investment approach seeks to identify vehicles with the highest of credit ratings that offer maximum current yields. To minimize interest rate and inflation risk, HCB typically buys short- to intermediate duration debt instruments issued by highly rated corporations and municipalities, the US Government and its agencies and money market funds. | Finance |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McCollum Christoferson Group LLC
McCollum Christoferson Group LLC Investment ManagersFinance McCollum Christoferson primarily allocates client assets among various individual equity and debt securities in accordance with their stated investment objectives. To a lesser extent, the firm also allocates client assets among mutual funds and exchange-traded funds (ETFs). | Finance |
















