Kimberly Rios
Gestionnaire de Portefeuille-Actions chez BMO Family Office LLC
Profil
Kimberly Lynn Rios is a Senior Portfolio Manager at BMO Family Office LLC since 2022.
Prior to this, she worked as a Portfolio Manager at Catalyst Capital Advisors LLC from 2014 to 2021.
Before that, she held positions as an Assistant Currency Trader at Brandes Investment Partners LP, an Equity Analyst at Northern Capital Management LLC, a Trader at Roxbury Capital Management LLC, and a Client Services Specialist at RMR Wealth Advisors LLC.
She received her undergraduate degree from the University of Arizona in 1994.
Postes actifs de Kimberly Rios
| Sociétés | Poste | Début |
|---|---|---|
BMO Family Office LLC
 BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Anciens postes connus de Kimberly Rios
| Sociétés | Poste | Fin |
|---|---|---|
Catalyst Capital Advisors LLC
 Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Gestionnaire de Portefeuille-Actions | 01/04/2021 |
Roxbury Capital Management LLC
 Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | - |
Brandes Investment Partners LP
 Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Corporate Officer/Principal | - |
Northern Capital Management LLC (Madison, Wisconsin)
 Northern Capital Management LLC (Madison, Wisconsin) Investment ManagersFinance Founded in 1979 by Stephen Hawk, Northern Capital Management LLC is a registered investment advisor located in Madison, Wisconsin. The firm is a subsidiary of MDF Partners LLC. They provide services to individuals, high net-worth individuals, corporations, corporate pension and profit sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, insurance companies, registered mutual funds, private investment funds and trust programs. | Corporate Officer/Principal | - |
RMR Wealth Advisors LLC
 RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Membre du Comité d'Investissement | - |
Formation de Kimberly Rios
| University of Arizona | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
RMR Wealth Advisors LLC
RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Finance |
Catalyst Capital Advisors LLC
Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Finance |
Northern Capital Management LLC (Madison, Wisconsin)
Northern Capital Management LLC (Madison, Wisconsin) Investment ManagersFinance Founded in 1979 by Stephen Hawk, Northern Capital Management LLC is a registered investment advisor located in Madison, Wisconsin. The firm is a subsidiary of MDF Partners LLC. They provide services to individuals, high net-worth individuals, corporations, corporate pension and profit sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, insurance companies, registered mutual funds, private investment funds and trust programs. | Finance |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Finance |
Roxbury Capital Management LLC
Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Finance |