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Storia della carriera di Kathy L. Martens
Precedenti posizioni note di Kathy L. Martens
Società | Posizione | Inizio | Fine |
---|---|---|---|
Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Gestore di Portafoglio-Azioni | 01/01/1998 | 31/12/2003 |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Gestore di Portafoglio-Azioni | 01/01/2004 | - |
Portfolio Manager-Fixed Income | 17/01/2011 | - | |
Cedar Hill Associates LLC
![]() Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Direttore della Ricerca - Azioni | - | - |
Gestore di Portafoglio-Azioni | - | - | |
MORNINGSTAR, INC. | Corporate Officer/Principal | 01/01/1992 | - |
Formazione di Kathy L. Martens
The University of Chicago | Masters Business Admin |
Baldwin-Wallace College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 1 |
Director of Research - Equity | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MORNINGSTAR, INC. | Finance |
Aziende private | 3 |
---|---|
Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Cedar Hill Associates LLC
![]() Cedar Hill Associates LLC Investment ManagersFinance Founded in 1984, Cedar Hill Associates LLC is a wealth management firm and registered investment advisor headquartered in Rosemont, Illinois. The firm is a subsidiary of MB Financial Bank, NA and their ultimate parent is MB Financial, Inc. (Nasdaq: MBFI). Cedar Hill Associates provides individually tailored comprehensive wealth management services for private clients. | Finance |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
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