Profil
Mr. Kevin R.
Caron, CFA, is a Market Strategist at Stifel, Nicolaus & Co., Inc. and a Senior Portfolio Manager at Washington Crossing Advisors LLC.
He is also a co-founder of Washington Crossing Advisors.
His experience as an analyst, strategist, and portfolio manager spans more than 30 years.
Mr. Caron began his career as a research associate at Gruntal & Company in 1992 as a sell-side research associate covering electric utilities.
In 1994, he joined Sterling Advisors, an investment advisory unit of Gruntal & Co., as an analyst.
In 1997, he left Sterling to help form Gruntal’s strategy team as a market strategist.
In this role he was instrumental in developing and communicating the firm’s views on the economy and financial markets.
In 2002, Ryan Beck & Co. acquired Gruntal.
At Ryan Beck, he continued in his role as a strategist while laying the groundwork for the Washington Crossing Advisors investment program.
Since Ryan Beck’s acquisition in 2007 by Stifel, Washington Crossing Advisors has grown to a multi-disciplinary investment practice with assets over $3 billion.
He earned his Bachelor’s of Science degree in Economics from Seton Hall University in 1991.
He is a CFA charterholder and is a member of the New York Society of Securities Analysts.
Postes actifs de Kevin Raymond Caron
| Sociétés | Poste | Début |
|---|---|---|
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Stratège de marché | 01/08/2007 |
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance WCA offers both passive and active strategies and a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance. For equity, the firm seeks to buy growing, profitable, and well-capitalized businesses at reasonable prices. For fixed income, they aim to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a ladder with maturities spanning 10 years. | Fondateur | 01/01/2007 |
Anciens postes connus de Kevin Raymond Caron
| Sociétés | Poste | Fin |
|---|---|---|
Ryan, Beck & Co., Inc.
Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Stratège de marché | 28/02/2007 |
Formation de Kevin Raymond Caron
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ryan, Beck & Co., Inc.
Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Seton Hall University
Seton Hall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance WCA offers both passive and active strategies and a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance. For equity, the firm seeks to buy growing, profitable, and well-capitalized businesses at reasonable prices. For fixed income, they aim to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a ladder with maturities spanning 10 years. | Finance |
















