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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 specializes in investment management, financial planning and retirement planning for high-net-worth individuals and families.
She builds custom portfolios for clients with a focus on tax-efficient investing.
Prior to joining Mariner, she was an Associate Consultant at Fourth Street Performance Partners, where she provided investment consulting services to clients.
Previously, she worked as an Analyst at BlackRock Private Equity Partners.
Ms. Fishbaugh graduated summa cum laude from the University of Dayton with a bachelor’s degree in finance and economics.
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 Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | 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 Operates as an investment consulting firm | Corporate Officer/Principal | - |
BlackRock Private Equity Partners
 BlackRock Private Equity Partners Investment ManagersFinance BlackRock PEP seeks investment opportunities in companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for secondaries, LBOs, mezzanine, distressed and growth stage transactions. The firm also makes co-investments. | Corporate Officer/Principal | - |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income. | Gestionnaire de Portefeuille-Actions | - |
Formation de Kristin Ann Fishbaugh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income. | Finance |
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BlackRock Private Equity Partners
BlackRock Private Equity Partners Investment ManagersFinance BlackRock PEP seeks investment opportunities in companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for secondaries, LBOs, mezzanine, distressed and growth stage transactions. The firm also makes co-investments. | Finance |
Fourth Street Performance Partners, Inc.
Fourth Street Performance Partners, Inc. Investment ManagersFinance Operates as an investment consulting firm | Finance |
