Yvonne Kierlanczyk
Portfolio Manager-Fixed Income bij 1919 Investment Counsel LLC
Profiel
Ms. Yvonne Kierlanczyk is a Vice President & Investment Associate at 1919 Investment Counsel LLC.
She has more than 20 years of experience in financial services, working with individuals, families, foundations, and institutional clients with complex financial needs.
As an Investment Associate, her primary responsibility is to evaluate investment strategies and implement changes in client portfolios.
She works with a Senior Portfolio Manager on investment-related projects, focusing on the institutional portfolio.
In addition, she is a member of the Fixed Income Committee, the Secretary of the Institutional Committee, and writes the Quarterly Institutional Review.
Prior to joining 1919 Investment Counsel, Ms. Kierlanczyk was an Alternative Investments Sales Associate at J.
P.
Morgan Private Bank marketing private equity to ultra-high-net-worth clients.
Her experience in finance started as an M&A Associate at Knox Partners (Subsidiary of La Compagnie Financière Edmond De Rothschild Banque) in 1990.
She received an M.S.
in Economics from Warsaw School of Economics in Warsaw, Poland and an M.B.A.
in Finance and Marketing from Graduate School of Business at Columbia University.
She is an active member of the Columbia School of Business 1916 Society, and serves on the Board of Sextant Production, the New York theater company.
Actieve functies van Yvonne Kierlanczyk
Bedrijven | Functie | Begin |
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1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Portfolio Manager-Fixed Income | 01-01-2005 |
Eerdere bekende functies van Yvonne Kierlanczyk
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JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | - |
Opleiding van Yvonne Kierlanczyk
Warsaw School of Economics | Graduate Degree |
Columbia Business School | Masters Business Admin |
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1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |