Kristin Ann Fishbaugh
Gestionnaire de Portefeuille-Actions chez Mariner LLC
Profil
Ms. Kristin A.
Fishbaugh, CFA, is a Senior Wealth Advisor at Mariner LLC.
She provides customized investment and wealth management solutions to individuals, foundations, and endowments.
She has more than 15 years of experience in the financial services industry.
Prior to joining Mariner Wealth Advisors, Ms. Fishbaugh was an associate consultant at Fourth Street Performance Partners where she provided investment consulting services to clients.
In this position, her responsibilities included investment policy statement analysis, portfolio manager analytics, strategy implementation and portfolio measurement and reporting.
Previously, she worked as an analyst at BlackRock Private Equity Partners, a private equity fund of funds manager that invests in primary funds, secondaries and direct co-investment opportunities.
Ms. Fishbaugh graduated Summa Cum Laude from the University of Dayton with a Bachelor of Science degree in Finance and Economics.
She holds the Chartered Financial Analyst designation.
She is a member of the CFA Institute and the CFA Society of Cincinnati.
Postes actifs de Kristin Ann Fishbaugh
| Sociétés | Poste | Début |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/02/2018 |
Anciens postes connus de Kristin Ann Fishbaugh
| Sociétés | Poste | Fin |
|---|---|---|
Fourth Street Performance Partners, Inc.
 Fourth Street Performance Partners, Inc. Investment ManagersFinance Fourth Street Performance Partners, Inc. provides investment advice. Its services include asset management, asset allocation studies, performance and risk analysis, trustee education, defined benefit and defined contribution services. The company was founded by Kenneth P. Dorger and Neil Heppler in 2006 and is headquartered in Covington, KY. | Corporate Officer/Principal | - |
BlackRock Private Equity Partners
 BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Corporate Officer/Principal | - |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kristin Ann Fishbaugh
| University of Dayton | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
Fourth Street Performance Partners, Inc.
Fourth Street Performance Partners, Inc. Investment ManagersFinance Fourth Street Performance Partners, Inc. provides investment advice. Its services include asset management, asset allocation studies, performance and risk analysis, trustee education, defined benefit and defined contribution services. The company was founded by Kenneth P. Dorger and Neil Heppler in 2006 and is headquartered in Covington, KY. | Finance |
BlackRock Private Equity Partners
BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
