![Kevin D. Girts](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Girts was Director, Portfolio Management with Lowe, Brockenbrough & Tattersall, Inc. (and its predecessor corporation) from 1987 to 1997.
Previously, Mr. Girts was Vice President- Investments of Union National Bank from 1981 through 1987.
Mr. Girts holds a B.S.
in business and an M.B.A. from West Virginia University.
Anciens postes connus de Kevin D. Girts
| Sociétés | Poste | Fin |
|---|---|---|
Tattersall Advisory Group
 Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Directeur des opérations | 31/01/2008 |
Lowe, Brockenbrough & Co., Inc.
 Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance LB&C actively manages long-lived capital in a fully discretionary, fiduciary capacity and provides clients with a global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. The firm constructs portfolios that are intended to produce a strong risk-adjusted return over a full market cycle. For those clients seeking a single strategy, they may be engaged to manage a proprietary equity or fixed income portfolio. | Portfolio Manager-Fixed Income | 31/12/1996 |
Univest Investments, Inc.
 Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth. | Corporate Officer/Principal | 30/12/1986 |
Formation de Kevin D. Girts
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Tattersall Advisory Group
Tattersall Advisory Group Investment ManagersFinance Tattersall Advisory Group (TAG) specializes in domestic fixed-income investment strategies. The firm employs a research-intensive investment approach that seeks to add value by: (1) performing bottom-up security analysis (2) conducting rigorous risk/return scenario analysis (3) applying strict relative value analysis and (4) maintaining disciplined risk management. They invest across the full spectrum of short- and long-term investment grade and high yield fixed-income asset classes. TAG's investment approach combines top-down risk controls with strictly enforced portfolio constraints including duration, sector and credit quality parameters. The firm's strategies include: core, core plus, intermediate and high yield. They also offer a variety of short-term products and services including enhanced cash, limited duration, money market, credit research, MBS, structured products and trading | Finance |
Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance LB&C actively manages long-lived capital in a fully discretionary, fiduciary capacity and provides clients with a global, multi-asset class investment management which spans traditional and alternative asset classes and strategies. The firm constructs portfolios that are intended to produce a strong risk-adjusted return over a full market cycle. For those clients seeking a single strategy, they may be engaged to manage a proprietary equity or fixed income portfolio. | Finance |
Univest Investments, Inc.
Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth. | Finance |
West Virginia University
 West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
