Kristin Proksch
Nessuna posizione attualmente
Profilo
Prior to joining US Fiduciary Inc., Ms. Proksch served as a research analyst responsible for technology and energy at OFI Institutional Asset Management.
She was a client relations manager, trader and analyst at Hudson, Monroe & Brown Asset Management Group of Wachovia Securities.
Ms. Proksch received her Bachelors of Science in Economics from Centre College.
She holds the CFA designation, as well as the Series 7, 63, and 65 licenses, and is currently pursuing the Chartered Alternative Investment Analyst (CAIA) designation.
She is a member of the CFA Society of Houston.
Precedenti posizioni note di Kristin Proksch
Società | Posizione | Fine |
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US Fiduciary, Inc.
US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Analyst-Equity | 15/03/2009 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Analyst-Equity | - |
Formazione di Kristin Proksch
Centre College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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US Fiduciary, Inc.
US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Finance |
OFI Global Institutional, Inc.
OFI Global Institutional, Inc. Investment ManagersFinance Founded in 1974, OFI Global Institutional, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm is also a commodity pool operator and commodity trading advisor registered with the U.S. Commodity Futures Trading Commission and the National Futures Association. OFI Global Institutional is a wholly-owned subsidiary of OppenheimerFunds, Inc. (OFI), which, in turn, is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC). Massachusetts Mutual Life Insurance Co. (MassMutual), through its subsidiary, is the indirect primary shareholder of OAC. The firm provides investment advisory services to various types of clients, including trusts, pension plans, insurance company separate accounts, foundations, corporations, ERISA qualified retirement plans, governmental plans, foreign entities (including governmental entities, corporations, investment companies and pension plans), mutual funds, private funds, and bank sponsored collective investment trusts. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
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