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Historique de carrière de Kathy L. Martens
Anciens postes connus de Kathy L. Martens
Sociétés | Poste | Début | Fin |
---|---|---|---|
Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Gestionnaire de Portefeuille-Actions | 01/01/1998 | 31/12/2003 |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Gestionnaire de Portefeuille-Actions | 01/01/2004 | - |
Portfolio Manager-Fixed Income | 17/01/2011 | - | |
Cedar Hill Associates LLC
![]() Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Directeur de la Recherche - Actions | - | - |
Gestionnaire de Portefeuille-Actions | - | - | |
MORNINGSTAR, INC. | Corporate Officer/Principal | 01/01/1992 | - |
Formation de Kathy L. Martens
The University of Chicago | Masters Business Admin |
Baldwin-Wallace College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 1 |
Director of Research - Equity | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
MORNINGSTAR, INC. | Finance |
Entreprise privées | 3 |
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Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Cedar Hill Associates LLC
![]() Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Finance |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
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