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Kristi Lenee Lord
Plus aucun poste en cours
Profil
Ms. Kristi L.
Lord, CFA CPA, is an Associate Investment Manager at Badgley, Phelps & Bell, Inc.
Ms. Lord was employed as a Principal by Tahoma Capital LLC, an Audit Manager by Deloitte & Touche LLP and a Controller by Silver Creek Capital Management LLC.
She received her BA degree from Washington State University.
Anciens postes connus de Kristi Lenee Lord
| Sociétés | Poste | Fin |
|---|---|---|
Silver Creek Capital Management LLC
 Silver Creek Capital Management LLC Investment ManagersFinance Silver Creek invests on behalf of global institutional investors in compelling sectors of private credit, real assets, and absolute return asset classes. The firm aims to generate substantial alpha with low correlation to equity markets and strives to deliver complementary and comprehensive solutions to their clients’ alternative investment portfolios. | Comptroller/Controller/Auditor | 01/02/2011 |
Tahoma Capital LLC
 Tahoma Capital LLC Investment ManagersFinance Tahoma Capital invests long/short primarily in the technology industry. | Corporate Officer/Principal | 30/09/2006 |
L'Avant Collective, Inc.
 L'Avant Collective, Inc. Wholesale DistributorsDistribution Services Offers organic and plant based cleaning products | Fondateur | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Comptroller/Controller/Auditor | 31/12/2005 |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kristi Lenee Lord
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
56
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Washington State University
 Washington State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tahoma Capital LLC
Tahoma Capital LLC Investment ManagersFinance Tahoma Capital invests long/short primarily in the technology industry. | Finance |
Silver Creek Capital Management LLC
Silver Creek Capital Management LLC Investment ManagersFinance Silver Creek invests on behalf of global institutional investors in compelling sectors of private credit, real assets, and absolute return asset classes. The firm aims to generate substantial alpha with low correlation to equity markets and strives to deliver complementary and comprehensive solutions to their clients’ alternative investment portfolios. | Finance |
L'Avant Collective, Inc.
L'Avant Collective, Inc. Wholesale DistributorsDistribution Services Offers organic and plant based cleaning products | Distribution Services |
