Profiel
Ms. Kathryne K.
Casey is a Director of Portfolio Management at Zeke Capital Advisors LLC.
Prior to joining Zeke, she worked on the Asset Management team at Abbot Downing where she advised ultra high net worth families on their investments.
Before joining Abbot Downing, she worked on the Institutional Client Relations team at Turner Investments and she completed the associate program at the University of Pennsylvania where she supported the CIO of the endowment.
Earlier in her career she worked on the CDO Asset Management team at Cohen & Company and on the Institutional Equity Sales desk at Citigroup.
She earned her Bachelor of Business Administration degree in Finance from Loyola University Maryland.
She is a CFA charterholder and a member of the CFA Society of Philadelphia.
She also holds the Chartered Alternative Investment Analyst designation and is a member of the planning committee for the Philadelphia chapter.
Eerdere bekende functies van Katie Casey
| Bedrijven | Functie | Einde |
|---|---|---|
Zeke Capital Advisors LLC
 Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
Turner Investment Partners, Inc.
 Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Verkoop & Marketing | 01-05-2012 |
Opleiding van Katie Casey
| Loyola University Maryland, Inc. | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Turner Investment Partners, Inc.
Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Finance |
Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |
