Katie Pieper
Amministratore Delegato presso Unionview LLC
Profilo
Ms. Mary K.
Pieper is a Managing Partner at Unionview LLC.
She has been active in the financial services industry since 1986, when she started her career as an associate with First Albany Corp, followed by a position in Emerging Credit Securities with Alex Brown & Sons.
In 1989 she relocated to Seattle and held a variety of positions including in taxable fixed income, consulting and mutual fund marketing with Shearson Lehman Hutton (later Morgan Stanley).
In 2000, Ms. Pieper started her financial advisory career at what was then Solomon Smith Barney, leaving with her business partner in 2009 to form Unionview.
She received her Master of Science - Finance from Seattle University in 1994 and her BA in Political Science from the University of Tennessee, Knoxville in 1983.
Posizioni attive di Katie Pieper
Società | Posizione | Inizio |
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Unionview LLC
Unionview LLC Investment ManagersFinance Unionview LLC (dba Unionview Wealth Partners) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by M. Katherine “Katie” Pieper in 2009. Unionview offers wealth management services to individuals, high net worth individuals, trusts, and estates. | Amministratore Delegato | 01/01/2009 |
Formazione di Katie Pieper
Seattle University | Graduate Degree |
University of Tennessee | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
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Società collegate
Aziende private | 1 |
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Unionview LLC
Unionview LLC Investment ManagersFinance Unionview LLC (dba Unionview Wealth Partners) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by M. Katherine “Katie” Pieper in 2009. Unionview offers wealth management services to individuals, high net worth individuals, trusts, and estates. | Finance |
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