![Kimberly Caughey Forrest](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>)
Kimberly Caughey Forrest
Directeur Général chez
Bokeh Capital Partners LLC
Profil
Ms. Kimberly C.
Forrest is a Founder & Chief Investment Officer at Bokeh Capital Partners LLC.
She began her career in finance as a Senior Equity Research Analyst, Software, at Parker/Hunter.
In 2005, Ms. Forrest moved into institutional-style portfolio management at Fort Pitt Capital Group.
During her time there, firm assets grew from $650mm to approximately $2.6B, with Ms. Forrest having sole buy/sell responsibilities for $500mm of the individual securities portfolio $1.6B of assets under management.
Ms. Forrest spent the first 13 years in her professional life as a Project Manager / Software Engineer at several software engineering firms that specialized in math–centric artificial intelligence, neural networking, and CADD applications.
Ms. Forrest received a Master of Business Administration degree from the University of Pittsburgh, and a Bachelor of Science (dual major: Computer Science and Math), also from the University of Pittsburgh.
She currently holds her Series 65 Investment Advisor Representative license.
Postes actifs de Kimberly Caughey Forrest
| Sociétés | Poste | Début |
|---|---|---|
Bokeh Capital Partners LLC
 Bokeh Capital Partners LLC Investment ManagersFinance BCP utilizes multiple strategy approach to investment management provides a flexible, coherent and integrated set of options to address your investment needs and goals. | Directeur Général | 14/03/2019 |
Anciens postes connus de Kimberly Caughey Forrest
| Sociétés | Poste | Fin |
|---|---|---|
Fort Pitt Capital Group, Inc.
 Fort Pitt Capital Group, Inc. Investment ManagersFinance Fort Pitt is a US large-cap growth manager, investing primarily in the finance sector. They also invest in high grade bonds. The Fort Pitt Total Return Fund invests across market-caps with a median market-cap of $20 billion. Company value is measured by ROE and stock valuation is measured by p/e ratio. The Fund buys companies whose p/e ratios are close to ROE. The Fund holds about 50 positions and offers little foreign exposure. | Analyst-Equity | 01/10/2015 |
Fort Pitt Capital Group LLC
 Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt utilizes internal research in their stock, fixed income and mutual fund selection process, and supplements their own research with the data and analysis of major US investment and brokerage firms. The firm attempts to identify products that are positioned to generate long-term total returns equal to or greater than market averages, in line with clients’ risk parameters and long-term financial goals. Fort Pitt may sell a position when they believe the intrinsic value is fully realized, when growth prospects falter due to changing market or economic conditions, or when earnings fail to meet expectations. | Membre du Comité d'Investissement | - |
NeuralWare, Inc.
 NeuralWare, Inc. Packaged SoftwareTechnology Services Supplier and developer of neural network software | Corporate Officer/Principal | - |
Sagient Research Systems, Inc.
 Sagient Research Systems, Inc. Internet Software/ServicesTechnology Services Publishes and provides independent online subscription research and data services | Corporate Officer/Principal | - |
Carnegie Group, Inc.
 Carnegie Group, Inc. Information Technology ServicesTechnology Services Provides computer programming and computer consulting services. | Corporate Officer/Principal | - |
Formation de Kimberly Caughey Forrest
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Carnegie Group, Inc.
Carnegie Group, Inc. Information Technology ServicesTechnology Services Provides computer programming and computer consulting services. | Technology Services |
Sagient Research Systems, Inc.
Sagient Research Systems, Inc. Internet Software/ServicesTechnology Services Publishes and provides independent online subscription research and data services | Technology Services |
Parker Hunter, Inc.
 Parker Hunter, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fort Pitt Capital Group, Inc.
Fort Pitt Capital Group, Inc. Investment ManagersFinance Fort Pitt is a US large-cap growth manager, investing primarily in the finance sector. They also invest in high grade bonds. The Fort Pitt Total Return Fund invests across market-caps with a median market-cap of $20 billion. Company value is measured by ROE and stock valuation is measured by p/e ratio. The Fund buys companies whose p/e ratios are close to ROE. The Fund holds about 50 positions and offers little foreign exposure. | Finance |
NeuralWare, Inc.
NeuralWare, Inc. Packaged SoftwareTechnology Services Supplier and developer of neural network software | Technology Services |
Joseph M. Katz Graduate School of Business
 Joseph M. Katz Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fort Pitt Capital Group LLC
Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt utilizes internal research in their stock, fixed income and mutual fund selection process, and supplements their own research with the data and analysis of major US investment and brokerage firms. The firm attempts to identify products that are positioned to generate long-term total returns equal to or greater than market averages, in line with clients’ risk parameters and long-term financial goals. Fort Pitt may sell a position when they believe the intrinsic value is fully realized, when growth prospects falter due to changing market or economic conditions, or when earnings fail to meet expectations. | Finance |
Bokeh Capital Partners LLC
Bokeh Capital Partners LLC Investment ManagersFinance BCP utilizes multiple strategy approach to investment management provides a flexible, coherent and integrated set of options to address your investment needs and goals. | Finance |
