Profilo
Prior to joining Zeke Capital, Ms. Miller worked as an operations associate at a local financial investment firm, where she focused on performance reporting on alternative and illiquid securities.
Previously, she assisted a financial planner at Sage Financial Group, where she and her team engaged in performance reporting, due diligence and financial plan development.
She specializes in performance reporting for ultra high-net worth individuals and families.
Ms. Miller earned both a Bachelor of Arts degree in English in 2005 and a Master of Arts in Writing Studies in 2006 from Saint Joseph's University.
She is a member of Phi Beta Kappa.
Precedenti posizioni note di Kate L. Miller
| Società | Posizione | Fine |
|---|---|---|
Zeke Capital Advisors LLC
 Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Corporate Officer/Principal | 01/03/2012 |
Sage Financial Group, Inc.
 Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Corporate Officer/Principal | - |
Formazione di Kate L. Miller
| St. Joseph's University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Finance |
Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |
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- Kate L. Miller
