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Loopbaan van Kristin Yates
Eerdere bekende functies van Kristin Yates
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Holt-Smith Advisors, Inc.
![]() Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Equity | 05-01-1987 | 31-12-2005 |
Directeur van Onderzoek - Eigen Vermogen | 05-01-1987 | 31-12-2005 | |
Portefeuillebeheerder-Aandelen | 05-01-1987 | 31-12-2005 | |
Firstar Corp. | Portefeuillebeheerder-Aandelen | 05-01-1982 | 01-01-1987 |
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portefeuillebeheerder-Aandelen | 01-01-1980 | 01-01-1982 |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Portfolio Manager-Equities | 3 |
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Sectoraal
Finance | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Holt-Smith Advisors, Inc.
![]() Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Firstar Corp. | Finance |
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
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