![Kristin Pak](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kristin Pak
Analyst-Equity chez
AAFMAA Wealth Management & Trust LLC
Profil
Ms. Kristin K.
Pak is a Senior Portfolio Manager at AAFMAA Wealth Management & Trust LLC.
She is an investor with over 30 years of experience in the financial markets, including equity research, portfolio management, and investment banking roles, she assists the firm's CIO in setting investment strategies to manage model portfolios and investments for both clients and the company.
She effectively analyzes the micro, such as the investment potential of a company or security, but she also clearly understands the macro, such as economic drivers and in what stage of the economic cycle specific business models or investments thrive.
As a result, she constructs portfolios with balanced risks and exposures that can weather various macroeconomic cycles.
Prior to joining the firm, Ms. Pak managed multiple billions of dollars in equity investments as a portfolio manager at Invesco and Oppenheimer Funds, and as an equity analyst at RS Investments and Guardian Life Insurance.
Additionally, she served as an equity research analyst at Goldman Sachs and as an investment banker at Merrill Lynch.
She earned her MBA from Harvard University and her BS in business administration from Indiana University.
Postes actifs de Kristin Pak
| Sociétés | Poste | Début |
|---|---|---|
AAFMAA Wealth Management & Trust LLC
 AAFMAA Wealth Management & Trust LLC Investment ManagersFinance AWM&T’s investment process uses a combination of mutual funds and individual stocks and bonds when constructing a client’s portfolio. The firm uses actively managed mutual funds (where the managers seek to outperform an index through investment selection) whenever they feel that the management of that fund can deliver better risk-adjusted returns, net of taxes and fees, than a passive index approach could. They will use passive index funds to obtain their desired asset class exposure when they cannot find an appropriate active fund. | Analyst-Equity | 01/01/2023 |
Anciens postes connus de Kristin Pak
| Sociétés | Poste | Fin |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Directeur de la Recherche - Actions | 01/01/2022 |
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Analyst-Equity | 24/05/2019 |
RS Investment Management Co. LLC
 RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies. | Analyst-Equity | 30/04/2009 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 02/01/2001 |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Analyst-Equity | - |
Formation de Kristin Pak
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities. | Finance |
OFI Global Institutional, Inc.
 OFI Global Institutional, Inc. Investment ManagersFinance OFI Institutional Asset Management (OFI) focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm employs a variety of investment analyses including economic, fundamental, technical, quantitative and top-down. OFI's equity investment strategies include: Large-Cap Core, Small & Mid Cap Growth Equity, Value & Income Equity, Emerging Markets Equity, and Global Equity. Their fixed income strategies include: Investment Grade Debt, Global Debt, Rochester Municipals, Multi-Sector Fixed Income, and Cash Strategies. OFI also offers Alternative and Global Multi-Asset investment strategies. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Montgomery Securities, Inc.
 Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AAFMAA Wealth Management & Trust LLC
AAFMAA Wealth Management & Trust LLC Investment ManagersFinance AWM&T’s investment process uses a combination of mutual funds and individual stocks and bonds when constructing a client’s portfolio. The firm uses actively managed mutual funds (where the managers seek to outperform an index through investment selection) whenever they feel that the management of that fund can deliver better risk-adjusted returns, net of taxes and fees, than a passive index approach could. They will use passive index funds to obtain their desired asset class exposure when they cannot find an appropriate active fund. | Finance |
