![Katherine Michelle Gallagher](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Katherine Michelle Gallagher was the founder of Crest Investment Partners LLC (Old) since 2011, where she held the title of Senior Portfolio Manager, and Alpha Quant Advisors LLC since 2016, where she also held the title of Senior Portfolio Manager.
She also worked as a Principal at GSAM Strategist Portfolios LLC.
Gallagher received an undergraduate degree from Fordham University.
| Sociétés | Poste | Fin |
|---|---|---|
GSAM Strategist Portfolios LLC
 GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Corporate Officer/Principal | - |
Alpha Quant Advisors LLC
 Alpha Quant Advisors LLC Investment ManagersFinance Alpha Quant manages accounts based on three proprietary products: equity strategies, multi-asset portfolios and strategy indexes. The equity strategies utilize proprietary, fundamentals-based quantitative models. The strategies are based on core fundamental concepts and are managed through a highly disciplined, repeatable and transparent investment process. Equity portfolios, consisting primarily of individual equity securities, span different styles and market capitalizations. Alpha Quant’s equity portfolios are managed with a disciplined, rules-based investment process based on fundamental concepts. Mutual funds or ETFs may be used for efficient portfolio management or to expose cash balances to the equity markets. | Fondateur | - |
Crest Investment Partners LLC (Old)
 Crest Investment Partners LLC (Old) Investment ManagersFinance Crest Investment Partners' (CIP) services are based on two main portfolio products: multi-asset portfolios and equity portfolios. Their multi-asset portfolios are designed to target specific risk levels and/or specific objectives such as income or real wealth, and include mutual funds, SMAs, ETFs and individual securities. Equity portfolios, consisting entirely of individual securities, span different styles and market capitalizations globally. For their equity portfolios, CIP employs a combination of fundamental and quantitative analysis. They identify fundamental factors that have displayed ability to predict future returns and that they believe will continue to do so. The firm's fundamental analysis and insights are captured in a disciplined, rule-based portfolio process. CIP's equity strategies may display greater volatility than the overall market as they tend to be concentrated portfolios of 30 to 60 stocks. These strategies rely on historically estimated and empirically tested relationships between stocks attributes (alpha factors) and future returns. Potential erosion of factors' predictive power may result in below-expectation portfolio performance. For their multi-asset portfolios, CIP employs a combination of quantitative and qualitative analysis. Extensive historical simulations drive their strategic asset allocation process. They employ optimization tools such as mean-variance and Black-Litterman methods to construct efficient portfolios. In selecting ETFs, CIP consider various factors such as costs, liquidity, structure and sponsor. In selecting mutual funds, the firm evaluates patterns of historical performance, risk characteristics, fees and management quality. Multi-asset portfolios may invest in more volatile asset classes such as high yield bonds, emerging market bonds and equities, commodities and small-cap stocks. | Fondateur | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
GSAM Strategist Portfolios LLC
GSAM Strategist Portfolios LLC Investment ManagersFinance Provides investment research | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Crest Investment Partners LLC (Old)
Crest Investment Partners LLC (Old) Investment ManagersFinance Crest Investment Partners' (CIP) services are based on two main portfolio products: multi-asset portfolios and equity portfolios. Their multi-asset portfolios are designed to target specific risk levels and/or specific objectives such as income or real wealth, and include mutual funds, SMAs, ETFs and individual securities. Equity portfolios, consisting entirely of individual securities, span different styles and market capitalizations globally. For their equity portfolios, CIP employs a combination of fundamental and quantitative analysis. They identify fundamental factors that have displayed ability to predict future returns and that they believe will continue to do so. The firm's fundamental analysis and insights are captured in a disciplined, rule-based portfolio process. CIP's equity strategies may display greater volatility than the overall market as they tend to be concentrated portfolios of 30 to 60 stocks. These strategies rely on historically estimated and empirically tested relationships between stocks attributes (alpha factors) and future returns. Potential erosion of factors' predictive power may result in below-expectation portfolio performance. For their multi-asset portfolios, CIP employs a combination of quantitative and qualitative analysis. Extensive historical simulations drive their strategic asset allocation process. They employ optimization tools such as mean-variance and Black-Litterman methods to construct efficient portfolios. In selecting ETFs, CIP consider various factors such as costs, liquidity, structure and sponsor. In selecting mutual funds, the firm evaluates patterns of historical performance, risk characteristics, fees and management quality. Multi-asset portfolios may invest in more volatile asset classes such as high yield bonds, emerging market bonds and equities, commodities and small-cap stocks. | Finance |
Alpha Quant Advisors LLC
Alpha Quant Advisors LLC Investment ManagersFinance Alpha Quant manages accounts based on three proprietary products: equity strategies, multi-asset portfolios and strategy indexes. The equity strategies utilize proprietary, fundamentals-based quantitative models. The strategies are based on core fundamental concepts and are managed through a highly disciplined, repeatable and transparent investment process. Equity portfolios, consisting primarily of individual equity securities, span different styles and market capitalizations. Alpha Quant’s equity portfolios are managed with a disciplined, rules-based investment process based on fundamental concepts. Mutual funds or ETFs may be used for efficient portfolio management or to expose cash balances to the equity markets. | Finance |
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