Profil
Ms. Kathlyne K.
Kiaie is Co-Founder & Chief Compliance Officer at First Oak Capital Management LLC.
Prior to co-founding First Oak in July 2010, Ms. Kiaie was employed by Seasons Capital Management LLC, SCM Advisors LLC, PXP Securities Corp., Genesis Merchant Group Securities LLC, and Montgomery Securities, Inc.
Anciens postes connus de Kathlyne K. Kiaie
| Sociétés | Poste | Fin |
|---|---|---|
Seasons Capital Management LLC
Seasons Capital Management LLC Investment ManagersFinance Seasons Capital Management invests long/short primarily in the stocks of large-cap US companies in the electronic technology, technology services and finance sectors. The firm maintains a high turnover rate | Compliance Officer | 01/06/2010 |
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value. | Compliance Officer | 01/11/2005 |
PXP Securities Corp. | Corporate Officer/Principal | 01/11/2005 |
Genesis Merchant Group Securities LLC
Genesis Merchant Group Securities LLC Investment Banks/BrokersFinance Provides security brokerage and dealer services | Corporate Officer/Principal | 01/12/1994 |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Compliance Officer | 01/06/1994 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value. | Finance |
PXP Securities Corp. | |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Seasons Capital Management LLC
Seasons Capital Management LLC Investment ManagersFinance Seasons Capital Management invests long/short primarily in the stocks of large-cap US companies in the electronic technology, technology services and finance sectors. The firm maintains a high turnover rate | Finance |
Genesis Merchant Group Securities LLC
Genesis Merchant Group Securities LLC Investment Banks/BrokersFinance Provides security brokerage and dealer services | Finance |
First Oak Capital Management LLC
First Oak Capital Management LLC Investment ManagersFinance First Oak Capital Management employs a long/short equity investment strategy that focuses on investments in the telecommunications/media/technology (TMT), consumer and infrastructure sectors. | Finance |
















