Kelly Raymond Ko
Plus aucun poste en cours
Profil
Mr. Kelly R.
Ko, CFA MBA, is Partner & Senior Portfolio Manager at Lombardia Capital Partners LLC.
He joined Lombardia Capital Partners in July 2006.
Prior to joining LCP, Mr. Ko was a Portfolio Manager for the Mid Cap and All Cap Strategies and Co-Portfolio Manager for Small Cap Value Equities at Dean Investments.
Prior to Dean Investments, he was Co-Portfolio Manager for Large Cap Value Equities at Cutler & Company and Co-Portfolio Manager for Large and Small Cap Value Equities at Nicholas Applegate.
Prior to Nicholas Applegate, Mr. Ko spent eight years as an Investment Analyst of value equities at Hughes Investment Management and six years as Vice President and Investment Analyst at Security Pacific Investment Research.
Mr. Ko is a graduate of the University of Southern California with a B.S.
in Business Administration.
He received his MBA from the Fuqua School of Business at Duke University.
He is a CFA charterholder.
Anciens postes connus de Kelly Raymond Ko
| Sociétés | Poste | Fin |
|---|---|---|
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Corporate Officer/Principal | 31/12/2005 |
| Cutler & Co. LLC | Corporate Officer/Principal | - |
Lombardia Capital Partners LLC
 Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Gestionnaire de Portefeuille-Actions | - |
Hughes Investment Management, Inc.
 Hughes Investment Management, Inc. Investment ManagersFinance Hughes Investment Management, Inc. engages in portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in New Fairfield, CT. | Analyst-Equity | 31/12/1999 |
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Formation de Kelly Raymond Ko
| University of Southern California | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Finance |
Hughes Investment Management, Inc.
Hughes Investment Management, Inc. Investment ManagersFinance Hughes Investment Management, Inc. engages in portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable organizations, and investment companies. The company is headquartered in New Fairfield, CT. | Finance |
Lombardia Capital Partners LLC
Lombardia Capital Partners LLC Investment ManagersFinance Founded in 1989, Lombardia Capital Partners LLC is a employee and minority-owned registered investment advisor headquartered in Pasadena, California. The firm was formerly known as Valenzuela Capital Partners LLC. Lombardia Capital provides investment advisory services to institutional, public, corporate, and not-for-profit clients. | Finance |
| Cutler & Co. LLC |
