![Kathy Carey](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>)
Kathy Carey
Onderzoeksdirecteur - Fxd Inc bij
Robert W. Baird & Co., Inc. (Equity)
Profiel
Ms. Kathryn B. Carey, CFA MBA, is a Director of Research & Advanced Planning at Robert W.
Baird & Co., Inc. In this role, she oversees the Asset Manager Research, Equity, Value Equity and Fixed Income Research teams as well as the Financial & Estate Planning department.
She is a co-portfolio manager for the ALIGN Strategic portfolios where she is involved in the investment, asset allocation and rebalancing decisions as well as due diligence of the portfolios.
Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.
Previously, Ms. Carey spent 9 years as an equity analyst and sector portfolio manager at Mason Street Advisors, the public investment subsidiary of Northwestern Mutual.
Before that she was a senior associate in Baird’s Equity Research Department covering Utilities and Financial Technology for 4 years.
She received a bachelor of arts degree from Yale University and a MBA from the University of Colorado-Colorado Springs.
She has earned the CFA® charter and is a member of the CFA® Society of Milwaukee.
She also holds Series 7, 66 and 24 licenses.
Actieve functies van Kathy Carey
| Bedrijven | Functie | Begin |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Onderzoeksdirecteur - Fxd Inc | 01-10-2013 |
Eerdere bekende functies van Kathy Carey
| Bedrijven | Functie | Einde |
|---|---|---|
Mason Street Advisors LLC
 Mason Street Advisors LLC Investment ManagersFinance MSA may use a variety of methods of analysis in formulating investment advice and managing assets for their clients, including fundamental, quantitative and cyclical analysis, as well as utilizing proprietary modeling tools along with advice or research provided to them. The firm may sell securities for a variety of reasons which include when the valuation targets are achieved; new information becomes available; better investment opportunities are identified; when clients add or reduce their assets under their management; there are changes in an underlying index. | Analyst-Equity | 31-12-2012 |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-04-2003 |
Opleiding van Kathy Carey
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
99
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Mason Street Advisors LLC
Mason Street Advisors LLC Investment ManagersFinance MSA may use a variety of methods of analysis in formulating investment advice and managing assets for their clients, including fundamental, quantitative and cyclical analysis, as well as utilizing proprietary modeling tools along with advice or research provided to them. The firm may sell securities for a variety of reasons which include when the valuation targets are achieved; new information becomes available; better investment opportunities are identified; when clients add or reduce their assets under their management; there are changes in an underlying index. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
