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Kevin Andrew Kaylakie
Amministratore Delegato presso SineCera Capital LLC
Profilo
Mr. Kevin A.
Kaylakie is a Founder & Chief Executive Officer at SineCera Capital LLC.
He has spent the majority of his career working exclusively with high-net-worth families, family offices, and business owners.
Prior to founding SineCera Capital, Kevin worked with Northern Trust, Merrill Lynch, and large Registered Investment Advisory firm in Central Texas.
He graduated from Auburn University where he earned his BSBA in International Business.
He has also earned the Certified Financial Planner™ and Certified Private Wealth Advisor® designations through advanced studies at The University of Texas at Austin and The University of Chicago Booth School of Business.
Posizioni attive di Kevin Andrew Kaylakie
Società | Posizione | Inizio |
---|---|---|
SineCera Capital LLC
![]() SineCera Capital LLC Investment ManagersFinance SineCera Capital LLC is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Kevin A. Kaylakie in 2019. SineCera Capital offers investment advisory services to high-net-worth individuals, family offices, trusts, estates, businesses, and private foundations. | Amministratore Delegato | 01/06/2019 |
Precedenti posizioni note di Kevin Andrew Kaylakie
Società | Posizione | Fine |
---|---|---|
Northern Trust Securities, Inc.
![]() Northern Trust Securities, Inc. Investment Banks/BrokersFinance Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC. | Corporate Officer/Principal | 01/06/2019 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/08/2011 |
Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | 01/08/2008 |
Formazione di Kevin Andrew Kaylakie
Auburn University | 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 | 4 |
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Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
Northern Trust Securities, Inc.
![]() Northern Trust Securities, Inc. Investment Banks/BrokersFinance Founded in 1979, Northern Trust Securities, Inc. is an SEC-registered broker/dealer and government securities broker/dealer headquartered in Chicago. The firm is a wholly-owned subsidiary of the Northern Trust Corp. (NASDAQ: NTRS). They offer research, account information, market data and online trading services. In addition, Northern Trust offers a variety of banking services including retail banking, trust services, securities brokerage services and investment management services. They operate primarily in the US, continental Europe and Canada. Northern Trust Securities is a member of the NASD and the SIPC. | Finance |
SineCera Capital LLC
![]() SineCera Capital LLC Investment ManagersFinance SineCera Capital LLC is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Kevin A. Kaylakie in 2019. SineCera Capital offers investment advisory services to high-net-worth individuals, family offices, trusts, estates, businesses, and private foundations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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