Profil
Ms. Karen E.
Tass, CFA MBA, is a Partner, Co-Deputy CIO & Portfolio Manager at Garcia Hamilton & Associates LP.
She joined the firm in June of 2010 as a Fixed Income Analyst.
In 2005, Ms. Tass was a Real Estate Analyst with the Situs Companies.
In this role, she executed financial underwriting models for real estate loans, including raw land and residential and commercial properties.
In 2009, she worked for the Cougar Investment Fund, LLC as an Analyst and a Portfolio Manager.
She received a B.A. in International Studies with a minor in Business from Texas A&M University in 2002.
She graduated in August 2010 with a M.B.A. in Finance from University of Houston’s Bauer School of Business along with a Graduate Certificate in Financial Services Management.
Postes actifs de Karen Elizabeth Herbst Tass
| Sociétés | Poste | Début |
|---|---|---|
Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). | Portfolio Manager-Fixed Income | 01/01/2018 |
Anciens postes connus de Karen Elizabeth Herbst Tass
| Sociétés | Poste | Fin |
|---|---|---|
Cougar Investment Fund LLC
Cougar Investment Fund LLC Investment Trusts/Mutual FundsMiscellaneous Functions as an open-end investment fund | Corporate Officer/Principal | - |
The Situs Cos. LLC
The Situs Cos. LLC Real Estate DevelopmentFinance Provides commercial real estate services and consulting solutions | Corporate Officer/Principal | - |
Formation de Karen Elizabeth Herbst Tass
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). | Finance |
Cougar Investment Fund LLC
Cougar Investment Fund LLC Investment Trusts/Mutual FundsMiscellaneous Functions as an open-end investment fund | Miscellaneous |
Texas A&M University
Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Situs Cos. LLC
The Situs Cos. LLC Real Estate DevelopmentFinance Provides commercial real estate services and consulting solutions | Finance |
















