Katelin Butkus
Direttore Finanziario/CFO presso Asset Preservation Advisors, Inc.
Posizioni attive di Katelin Butkus
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Analista-Rendimento Fisso | 01/02/2018 | - |
| Direttore Finanziario/CFO | 01/01/2024 | - | |
| Portfolio Manager-Fixed Income | 01/02/2018 | 01/01/2024 |
Storia della carriera di Katelin Butkus
Precedenti posizioni note di Katelin Butkus
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Municipal Portfolio Managers, Inc.
 Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Corporate Officer/Principal | 01/01/2012 | 01/01/2017 |
Formazione di Katelin Butkus
| Auburn University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Analyst-Fixed Income | 1 |
| Director of Finance/CFO | 1 |
| Portfolio Manager-Fixed Income | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Finance |
Municipal Portfolio Managers, Inc.
Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Finance |
- Borsa valori
- Insiders
- Katelin Butkus
- Esperienza
