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Maryelizabeth Conlon-Kesse
Gestionnaire de Portefeuille-Actions chez
Reynders, McVeigh Capital Management LLC
Profil
Ms. Maryelizabeth Conlon-Kesse is an Assistant Portfolio Manager at Reynders, McVeigh Capital Management LLC.
She has over 35 years of experience in the financial services industry.
Ms. Conlon-Kesse served as Head Trader for six years at Penobscot Investment Management Company.
Prior to Penobscot, she spent over 15 years at UBS Financial Services as an associate for advisors.
Her duties included customer service, operations, and portfolio monitoring and analysis.
She has a Bachelor of Business Administration degree, with a concentration in Marketing, from St. Bonaventure University.
She currently holds the Series 66 license under FINRA and previously held both the Series 7 and 63 licenses in addition to Life, Accident and Health licensing.
Postes actifs de Maryelizabeth Conlon-Kesse
| Sociétés | Poste | Début |
|---|---|---|
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance RM’s core investment discipline seeks to provide capital preservation and appreciation through full market cycles. They look for sustainable growth opportunities domestically and abroad by analyzing prospective investments over a three-to-five-year time frame. The firm is an active investor that looks for low-debt companies with progressive management teams in industries with consistent or growing demand. | Gestionnaire de Portefeuille-Actions | 01/02/2016 |
Anciens postes connus de Maryelizabeth Conlon-Kesse
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
Penobscot Investment Management Co., Inc.
 Penobscot Investment Management Co., Inc. Investment ManagersFinance Penobscot invests primarily in individual stocks and bonds. The firm seeks to preserve and grow their clients’ capital by investing in companies that have proven financial results. To accomplish this mission, they use a fundamental approach to select a low-turnover stock portfolio of well-managed large-, mid-, and small-cap companies with a high probability of sustainable earnings from a universe of 1500 companies. For a company to be included in a Penobscot portfolio, the company must possess both competitive advantages and the cash flows to survive difficult economic cycles. | Corporate Officer/Principal | - |
Formation de Maryelizabeth Conlon-Kesse
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Penobscot Investment Management Co., Inc.
Penobscot Investment Management Co., Inc. Investment ManagersFinance Penobscot invests primarily in individual stocks and bonds. The firm seeks to preserve and grow their clients’ capital by investing in companies that have proven financial results. To accomplish this mission, they use a fundamental approach to select a low-turnover stock portfolio of well-managed large-, mid-, and small-cap companies with a high probability of sustainable earnings from a universe of 1500 companies. For a company to be included in a Penobscot portfolio, the company must possess both competitive advantages and the cash flows to survive difficult economic cycles. | Finance |
St. Bonaventure University
 St. Bonaventure University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance RM’s core investment discipline seeks to provide capital preservation and appreciation through full market cycles. They look for sustainable growth opportunities domestically and abroad by analyzing prospective investments over a three-to-five-year time frame. The firm is an active investor that looks for low-debt companies with progressive management teams in industries with consistent or growing demand. | Finance |
