Kristin Ann Fishbaugh
Portefeuillebeheerder-Aandelen bij Mariner LLC
Profiel
Ms. Kristin A.
Fishbaugh, CFA, is a Senior Wealth Advisor at Mariner LLC.
She provides customized investment and wealth management solutions to individuals, foundations, and endowments.
She has more than 15 years of experience in the financial services industry.
Prior to joining Mariner Wealth Advisors, Ms. Fishbaugh was an associate consultant at Fourth Street Performance Partners where she provided investment consulting services to clients.
In this position, her responsibilities included investment policy statement analysis, portfolio manager analytics, strategy implementation and portfolio measurement and reporting.
Previously, she worked as an analyst at BlackRock Private Equity Partners, a private equity fund of funds manager that invests in primary funds, secondaries and direct co-investment opportunities.
Ms. Fishbaugh graduated Summa Cum Laude from the University of Dayton with a Bachelor of Science degree in Finance and Economics.
She holds the Chartered Financial Analyst designation.
She is a member of the CFA Institute and the CFA Society of Cincinnati.
Actieve functies van Kristin Ann Fishbaugh
| Bedrijven | Functie | Begin |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portefeuillebeheerder-Aandelen | 01-02-2018 |
Eerdere bekende functies van Kristin Ann Fishbaugh
| Bedrijven | Functie | Einde |
|---|---|---|
Fourth Street Performance Partners, Inc.
 Fourth Street Performance Partners, Inc. Investment ManagersFinance Fourth Street Performance Partners, Inc. provides investment advice. Its services include asset management, asset allocation studies, performance and risk analysis, trustee education, defined benefit and defined contribution services. The company was founded by Kenneth P. Dorger and Neil Heppler in 2006 and is headquartered in Covington, KY. | Corporate Officer/Principal | - |
BlackRock Private Equity Partners
 BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Corporate Officer/Principal | - |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Kristin Ann Fishbaugh
| University of Dayton | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
BlackRock Private Equity Partners
BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Finance |
Fourth Street Performance Partners, Inc.
Fourth Street Performance Partners, Inc. Investment ManagersFinance Fourth Street Performance Partners, Inc. provides investment advice. Its services include asset management, asset allocation studies, performance and risk analysis, trustee education, defined benefit and defined contribution services. The company was founded by Kenneth P. Dorger and Neil Heppler in 2006 and is headquartered in Covington, KY. | Finance |
