Profilo
Sarah Q.
Yoshida formerly worked at Fidelity House, Inc., as Director, Curbstone Financial Management Corp., as Portfolio Manager from 2011 to 2024, and Financial Women International, Inc., as President.
Ms. Yoshida received her undergraduate degree from Simmons University.
Precedenti posizioni note di Kim Yoshida
| Società | Posizione | Fine |
|---|---|---|
Curbstone Financial Management Corp.
Curbstone Financial Management Corp. Investment ManagersFinance Curbstone offers a single investment strategy, defined as the Enhanced Relative Return Strategy. The firm takes a disciplined approach to investing and creating diversified portfolios that balance risk and return while meeting a client’s individual circumstances and requirements. They use a three-dimensional asset allocation approach—dynamic, strategic, and tactical—to create a diversified portfolio that matches predetermined risk and return parameters. | Gestore di Portafoglio-Azioni | 31/12/2024 |
Fidelity House, Inc.
Fidelity House, Inc. Miscellaneous Commercial ServicesCommercial Services Provides healthcare services | Corporate Officer/Principal | - |
Financial Women International, Inc. | Corporate Officer/Principal | - |
Formazione di Kim Yoshida
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Curbstone Financial Management Corp.
Curbstone Financial Management Corp. Investment ManagersFinance Curbstone offers a single investment strategy, defined as the Enhanced Relative Return Strategy. The firm takes a disciplined approach to investing and creating diversified portfolios that balance risk and return while meeting a client’s individual circumstances and requirements. They use a three-dimensional asset allocation approach—dynamic, strategic, and tactical—to create a diversified portfolio that matches predetermined risk and return parameters. | Finance |
Simmons University
Simmons University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Women International, Inc. | |
Fidelity House, Inc.
Fidelity House, Inc. Miscellaneous Commercial ServicesCommercial Services Provides healthcare services | Commercial Services |
















