Kim Meyers Sams
President chez Chapwood Capital Investment Management LLC
Profil
Ms. Kim M.
Sams is a Managing Partner at Chapwood Capital Investment Management LLC.
She has over 10 years of experience in the financial services industry.
Her focus is to deliver highly customized asset management services to high-net-worth investors to develop superior quality, comprehensive, long-term investment solutions to meet their individual goals.
She was previously a managing director with Bear Stearns in the private client services division, where her focus was on developing relationships and delivering asset management services to high net-worth investors.
Prior to Bear Stearns, where she specialized in managing a quantitative-based portfolio, she was an Associate Vice President with Morgan Stanley.
She is a graduate of University of Minnesota where she earned a BBA in finance and communications.
Postes actifs de Kim Meyers Sams
| Sociétés | Poste | Début |
|---|---|---|
Chapwood Capital Investment Management LLC
 Chapwood Capital Investment Management LLC Investment ManagersFinance Chapwood Capital Investment Management LLC (Chapwood Investments) is an independent SEC-registered wealth management firm headquartered in Plano, Texas. Chapwood Investments was founded in 2002 and offers advice on various types of securities and investment management services to high-net-worth individuals and family offices, both in their individual capacities and through trusts and family limited partnerships. | President | 01/08/2014 |
Anciens postes connus de Kim Meyers Sams
| Sociétés | Poste | Fin |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | 01/01/2002 |
Formation de Kim Meyers Sams
| University of Minnesota | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Entreprise privées | 2 |
|---|---|
Chapwood Capital Investment Management LLC
Chapwood Capital Investment Management LLC Investment ManagersFinance Chapwood Capital Investment Management LLC (Chapwood Investments) is an independent SEC-registered wealth management firm headquartered in Plano, Texas. Chapwood Investments was founded in 2002 and offers advice on various types of securities and investment management services to high-net-worth individuals and family offices, both in their individual capacities and through trusts and family limited partnerships. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
