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Kathy Siriwan
Portfolio Manager-Fixed Income chez
Focus Partners Wealth LLC
Profil
Ms. Katherine P.
Siriwan is a Senior Wealth Advisor at Focus Partners Wealth LLC.
She manages fixed income securities and cash equivalents in individual accounts and designs portfolios primarily for Santa Monica clients.
She also assists clients with 529 plan accounts, other college savings vehicles, as well as education loan programs.
Ms. Siriwan was previously employed as a Senior Wealth Advisor by HoyleCohen LLC and a Portfolio Manager by Libbie Agran Financial Services & Seminars.
She received her undergraduate degree from the University of Southern California.
Postes actifs de Kathy Siriwan
| Sociétés | Poste | Début |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Portfolio Manager-Fixed Income | 01/09/2024 |
Anciens postes connus de Kathy Siriwan
| Sociétés | Poste | Fin |
|---|---|---|
HoyleCohen LLC
 HoyleCohen LLC Investment ManagersFinance HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome. | Portfolio Manager-Fixed Income | 21/11/2024 |
Libbie Agran Financial Services & Seminars
 Libbie Agran Financial Services & Seminars Investment ManagersFinance Libbie Agran Financial Services & Seminars takes into account both qualitative and quantitative factors when selecting investments. They analyze the trends of short-term and long-term interest rates, the consumer price index, the wholesale price index, the index of leading indicators, the gross domestic product, and other business indicators to determine the direction of the economy and the timing of purchases and sales of investments. Libbie Agran's method for selecting individual investments is based on fundamental analysis of corporate balance sheets, income statements, cash flow statements, and earnings estimates. Investments are analyzed as to their tax consequences and they firm seeks tax counsel when necessary.^ | Portfolio Manager-Fixed Income | 01/06/2017 |
Formation de Kathy Siriwan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Libbie Agran Financial Services & Seminars
Libbie Agran Financial Services & Seminars Investment ManagersFinance Libbie Agran Financial Services & Seminars takes into account both qualitative and quantitative factors when selecting investments. They analyze the trends of short-term and long-term interest rates, the consumer price index, the wholesale price index, the index of leading indicators, the gross domestic product, and other business indicators to determine the direction of the economy and the timing of purchases and sales of investments. Libbie Agran's method for selecting individual investments is based on fundamental analysis of corporate balance sheets, income statements, cash flow statements, and earnings estimates. Investments are analyzed as to their tax consequences and they firm seeks tax counsel when necessary.^ | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome. | Finance |
