Profil
Ms. Mary K.
Pieper is a Managing Partner at Unionview LLC.
She has been active in the financial services industry since 1986, when she started her career as an associate with First Albany Corp, followed by a position in Emerging Credit Securities with Alex Brown & Sons.
In 1989 she relocated to Seattle and held a variety of positions including in taxable fixed income, consulting and mutual fund marketing with Shearson Lehman Hutton (later Morgan Stanley).
In 2000, Ms. Pieper started her financial advisory career at what was then Solomon Smith Barney, leaving with her business partner in 2009 to form Unionview.
She received her Master of Science - Finance from Seattle University in 1994 and her BA in Political Science from the University of Tennessee, Knoxville in 1983.
Postes actifs de Katie Pieper
| Sociétés | Poste | Début |
|---|---|---|
Unionview LLC
 Unionview LLC Investment ManagersFinance Unionview LLC (dba Unionview Wealth Partners) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by M. Katherine “Katie” Pieper in 2009. Unionview offers wealth management services to individuals, high net worth individuals, trusts, and estates. | Directeur Général | 01/01/2009 |
Formation de Katie Pieper
| Seattle University | Graduate Degree |
| University of Tennessee | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Unionview LLC
Unionview LLC Investment ManagersFinance Unionview LLC (dba Unionview Wealth Partners) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by M. Katherine “Katie” Pieper in 2009. Unionview offers wealth management services to individuals, high net worth individuals, trusts, and estates. | Finance |