Profilo
Ms. Kathy Klein is Partner & Portfolio Manager at Marietta Investment Partners LLC.
Prior to joining Marietta in April 2004, Ms. Klein served as a Financial Advisor for Strong Private Client from 2000 to 2004.
She was a Principal and Financial Planner at the National Institute of Estate Planning form 1993 to 2000.
Ms. Klein received a B.S.
degree from St. Mary's College and an M.S.
degree from the University of Illinois-Chicago.
She also holds a Certified Financial Planner designation.
Precedenti posizioni note di Kathy Klein
| Società | Posizione | Fine |
|---|---|---|
Strong Capital Management, Inc.
 Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | - |
| Mutual of New York Life /2 Hampton Inns/ | Corporate Officer/Principal | 31/12/1992 |
Marietta Investment Partners LLC
 Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Gestore di Portafoglio-Azioni | - |
Formazione di Kathy Klein
| St. Mary's College (Indiana) | Undergraduate 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 | 3 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Marietta Investment Partners LLC
Marietta Investment Partners LLC Investment ManagersFinance Marietta Investment Partners LLC (Marietta) is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by John T. Evans in 2000. Marietta provides investment advisory services to individual, trust and institutional clients. | Finance |
| Mutual of New York Life /2 Hampton Inns/ | Consumer Services |
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