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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 Investments' investment approach employs Modern Portfolio Theory management techniques, which focus on investment analysis, portfolio design, and portfolio performance evaluation. Their methods express quantitatively their views regarding risk and its relationship to investment return. Chapwood Investments focuses attention on the overall composition of the portfolio rather than the traditional method of analyzing and evaluating the individual components. | 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 Provides investment banking, securities trading and brokerage Services | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | 01/01/2002 |
Formation de Kim Meyers Sams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chapwood Capital Investment Management LLC
Chapwood Capital Investment Management LLC Investment ManagersFinance Chapwood Investments' investment approach employs Modern Portfolio Theory management techniques, which focus on investment analysis, portfolio design, and portfolio performance evaluation. Their methods express quantitatively their views regarding risk and its relationship to investment return. Chapwood Investments focuses attention on the overall composition of the portfolio rather than the traditional method of analyzing and evaluating the individual components. | Finance |
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