Kate Bergin
Analyst-Equity bij CIBC Private Wealth Advisors, Inc.
Profiel
Ms. Kathryn L.
Bergin is an Equity Analyst at CIBC Private Wealth Advisors, Inc. She has more than 25 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of CIBC in 2017, Ms. Bergin was a Healthcare Analyst and a Member of the Northern Trust Mid-Cap Portfolio Team.
She began her investment career at Scudder Investments, where she held various positions for a 12-year time frame, as Equity Research Analyst.
She received a Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign and a Master of Business Administration degree from Loyola University Chicago.
Actieve functies van Kate Bergin
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-01-2017 |
Eerdere bekende functies van Kate Bergin
| Bedrijven | Functie | Einde |
|---|---|---|
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-2006 |
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Analyst-Equity | - |
Opleiding van Kate Bergin
| Loyola University of Chicago | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | 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 |
