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Katelin Butkus
Direttore Finanziario/CFO presso
Asset Preservation Advisors, Inc.
Profilo
Ms. Katelin Butkus is a Director of Finance & Operations at Asset Preservation Advisors, Inc. She joined Asset Preservation Advisors (APA) in 2018.
With over a decade of investment experience in the financial services industry, in particular the municipal bond market, she is a member of APA’s Credit Research Committee, and involved in management of the Firm's financial operations.
Within the Credit Research Committee, She contributes to the Firms' investment research and risk management as well as oversees the guiding credit principles of APA's positive impact tax-exempt strategy.
She is also responsible for coordinating the Firm’s financial management and reporting by working closely with the executive team in making effective decisions in supporting APA’s strategic goals.
Additionally, she supports the internal operations of the Firm, preservation of client relationships, and business development.
She graduated Cum Laude with a B.S.
in Business Administration, majoring in Finance, from Auburn University,
Posizioni attive di Katelin Butkus
| Società | Posizione | Inizio |
|---|---|---|
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance APA focuses exclusively on managing tax-exempt and taxable municipal bond portfolios and seeks to capitalize on these and add value through active management. The firm aims to protect their clients’ principal and enhance yields by investing in high quality investment grade municipal securities. | Direttore Finanziario/CFO | 01/01/2024 |
Precedenti posizioni note di Katelin Butkus
| Società | Posizione | Fine |
|---|---|---|
Municipal Portfolio Managers, Inc.
 Municipal Portfolio Managers, Inc. Investment ManagersFinance Municipal Portfolio Managers specializes in the discretionary management of municipal bond portfolios. Investments may also include mutual fund shares, such as money market funds invested in municipal securities or US government securities and its agencies. The investment strategies used to implement any investment advice given to clients include, but is not limited to, the average credit quality of bonds to be in the portfolio, average effective maturity of the bonds for the portfolio, certain tax considerations such as AMT (alternative minimum tax), state of residence for tax purposes and capital gain/loss considerations, long-term purchases and short-term purchases. | Corporate Officer/Principal | 01/01/2017 |
Formazione di Katelin Butkus
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
66
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance APA focuses exclusively on managing tax-exempt and taxable municipal bond portfolios and seeks to capitalize on these and add value through active management. The firm aims to protect their clients’ principal and enhance yields by investing in high quality investment grade municipal securities. | Finance |
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Municipal Portfolio Managers, Inc.
Municipal Portfolio Managers, Inc. Investment ManagersFinance Municipal Portfolio Managers specializes in the discretionary management of municipal bond portfolios. Investments may also include mutual fund shares, such as money market funds invested in municipal securities or US government securities and its agencies. The investment strategies used to implement any investment advice given to clients include, but is not limited to, the average credit quality of bonds to be in the portfolio, average effective maturity of the bonds for the portfolio, certain tax considerations such as AMT (alternative minimum tax), state of residence for tax purposes and capital gain/loss considerations, long-term purchases and short-term purchases. | Finance |
