Kimberly Caughey Forrest
Algemeen Directeur bij Bokeh Capital Partners LLC
Profiel
Ms. Kimberly C.
Forrest is a Founder & Chief Investment Officer at Bokeh Capital Partners LLC.
She began her career in finance as a Senior Equity Research Analyst, Software, at Parker/Hunter.
In 2005, Ms. Forrest moved into institutional-style portfolio management at Fort Pitt Capital Group.
During her time there, firm assets grew from $650mm to approximately $2.6B, with Ms. Forrest having sole buy/sell responsibilities for $500mm of the individual securities portfolio $1.6B of assets under management.
Ms. Forrest spent the first 13 years in her professional life as a Project Manager / Software Engineer at several software engineering firms that specialized in math–centric artificial intelligence, neural networking, and CADD applications.
Ms. Forrest received a Master of Business Administration degree from the University of Pittsburgh, and a Bachelor of Science (dual major: Computer Science and Math), also from the University of Pittsburgh.
She currently holds her Series 65 Investment Advisor Representative license.
Actieve functies van Kimberly Caughey Forrest
| Bedrijven | Functie | Begin |
|---|---|---|
Bokeh Capital Partners LLC
 Bokeh Capital Partners LLC Investment ManagersFinance Bokeh Capital Partners LLC provides investment advice. The private company is based in Pittsburgh, PA. The company was founded in 2019 by Kimberly Caughey Forrest. Kimberly Caughey Forrest has been the CEO since 2019. | Algemeen Directeur | 14-03-2019 |
Eerdere bekende functies van Kimberly Caughey Forrest
| Bedrijven | Functie | Einde |
|---|---|---|
Fort Pitt Capital Group, Inc.
 Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Analyst-Equity | 01-10-2015 |
Fort Pitt Capital Group LLC
 Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Lid van de Investeringscommissie | - |
NeuralWare, Inc.
 NeuralWare, Inc. Packaged SoftwareTechnology Services Part of Emerson Electric Co., NeuralWare, Inc. is a supplier and developer of neural network software. The company is based in Pittsburgh, PA. NeuralWare was acquired by AspenTech Corp., part of Emerson Electric Co. from May 17, 2022 on September 04, 1997. | Corporate Officer/Principal | - |
Sagient Research Systems, Inc.
 Sagient Research Systems, Inc. Internet Software/ServicesTechnology Services Sagient Research Systems, Inc. is a publisher of specialized research and data. It develops, produces and sells proprietary research products to global enterprises, which include investment banks, mutual and hedge funds, pharmaceutical companies, academic institutions, and government agencies. Its products include placement, biomed, and catalyst trackers. The company was founded in 1999 and is headquartered in San Diego, CA. | Corporate Officer/Principal | - |
Carnegie Group, Inc.
 Carnegie Group, Inc. Information Technology ServicesTechnology Services Part of CGI, Inc., Carnegie Group, Inc. provides computer programming and computer consulting services. The company is based in Pittsburgh, PA. Carnegie Group was acquired by Logica North America, Inc. on November 06, 1998 for $32.77 million. The company was founded by Mark S. Fox, Maria Christina Schauman. | Corporate Officer/Principal | - |
Opleiding van Kimberly Caughey Forrest
| University of Pittsburgh | Undergraduate Degree |
| Joseph M. Katz Graduate School of Business | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 7 |
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Fort Pitt Capital Group, Inc.
Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Finance |
Parker Hunter, Inc.
 Parker Hunter, Inc. Investment Banks/BrokersFinance Parker/Hunter, Inc., a division of Janney Montgomery Scott LLC, is a broker/dealer headquartered in Pittsburgh, Pennsylvania. The firm believes that in order to achieve their financial goals, clients should utilize a disciplined, long-term approach to investing which emphasizes asset allocation and diversification in the context of the client's risk tolerance and financial objectives. The research team provides comprehensive research on a diversified list of companies and their industries | Finance |
Carnegie Group, Inc.
Carnegie Group, Inc. Information Technology ServicesTechnology Services Part of CGI, Inc., Carnegie Group, Inc. provides computer programming and computer consulting services. The company is based in Pittsburgh, PA. Carnegie Group was acquired by Logica North America, Inc. on November 06, 1998 for $32.77 million. The company was founded by Mark S. Fox, Maria Christina Schauman. | Technology Services |
Sagient Research Systems, Inc.
Sagient Research Systems, Inc. Internet Software/ServicesTechnology Services Sagient Research Systems, Inc. is a publisher of specialized research and data. It develops, produces and sells proprietary research products to global enterprises, which include investment banks, mutual and hedge funds, pharmaceutical companies, academic institutions, and government agencies. Its products include placement, biomed, and catalyst trackers. The company was founded in 1999 and is headquartered in San Diego, CA. | Technology Services |
NeuralWare, Inc.
NeuralWare, Inc. Packaged SoftwareTechnology Services Part of Emerson Electric Co., NeuralWare, Inc. is a supplier and developer of neural network software. The company is based in Pittsburgh, PA. NeuralWare was acquired by AspenTech Corp., part of Emerson Electric Co. from May 17, 2022 on September 04, 1997. | Technology Services |
Fort Pitt Capital Group LLC
Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Finance |
Bokeh Capital Partners LLC
Bokeh Capital Partners LLC Investment ManagersFinance Bokeh Capital Partners LLC provides investment advice. The private company is based in Pittsburgh, PA. The company was founded in 2019 by Kimberly Caughey Forrest. Kimberly Caughey Forrest has been the CEO since 2019. | Finance |