Kate Saltonstall

Kate Saltonstall

Chief Investment Officer bij Sandy Cove Advisors LLC

Finance
Consumer Services

Profiel

Ms. Katherine Saltonstall, CFA MBA, is a Chief Investment Officer at Sandy Cove Advisors LLC.
She works with our clients to ensure their financial goals translate into successful investment strategies.
She also heads firm Investment Committee which help determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.
She brings over 26 years of relevant financial experience.
Ms. Saltonstall was previously employed as an Analyst by Independence Investments LLC, a Principal by Robeco Boston Partners Asset Management LLC, and a Research Analyst by Morgan Stanley & Co., Inc. She also served on the board at BlackRock Advisors LLC.
She has been a stock analyst and mutual fund portfolio manager in her first 16 years of her career and for the last 9 years as an investment advisor for families and individuals.
She received her undergraduate degree from Lehigh University and an MBA from Tulane University (Louisiana).
She is a member of the CFA Society in Boston having earned her chartered financial analyst designation in 2001.

Actieve functies van Kate Saltonstall

BedrijvenFunctieBegin
Chief Investment Officer 01-01-2020
Alle actieve functies van Kate Saltonstall

Eerdere bekende functies van Kate Saltonstall

BedrijvenFunctieEinde
Analyst-Equity 31-12-2000
Analyst-Equity 31-12-1999
Analyst-Equity 31-12-1996
Analyst-Equity -
Ervaring van Kate Saltonstall in detail bekijken

Opleiding van Kate Saltonstall

Tulane University (Louisiana) Masters Business Admin
Lehigh University Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Kate Saltonstall in detail bekijken

Connecties

100 +

Eerstegraads connecties

7

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit5

Finance

Finance

Finance

Finance

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Kate Saltonstall
-40 % Aanbod van beperkte duur: onze abonnementen leiden je naar de beste beleggingen van morgen.
PROFITEER NU