Kathy Wimmer
Algemeen Directeur bij Wimmer Associates I LLC
Profiel
Ms. Katherine J.
Wimmer, CFA MBA, is a President at Wimmer Associates I LLC.
She is the current Treasurer of the San Rafael Library Associates and is on the Executive Committee of the Estate Planning Council of San Gabriel Valley.
She was also a founding Board Member and Treasurer of the Bloom Again Foundation.
Prior to founding Wimmer Associates, she was a Principal at a local advisory firm providing investment counseling to individuals, family groups, foundations and endowments.
She previously served as a portfolio manager and Vice President at Payden & Rygel Investment Counsel in Los Angeles advising both institutions and individuals on fixed income accounts.
She began her investment career at the Wall Street firm of Warburg Paribas Becker in 1980 and held an equity analyst position at William O'Neil and Company.
She holds an MBA degree from the University of Virginia, The Darden School.
Kathy is a Chartered Financial Analyst and Chartered Investment Counselor.
Actieve functies van Kathy Wimmer
| Bedrijven | Functie | Begin |
|---|---|---|
Wimmer Associates I LLC
 Wimmer Associates I LLC Investment ManagersFinance Wimmer Associates I LLC (Wimmer Associates) is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Katherine Wimmer in 2003. Wimmer Associates provides investment supervisory services and investment management services to individuals, trusts, family groups, and other types of entities that need ongoing investment advice. | Algemeen Directeur | 09-03-2003 |
Eerdere bekende functies van Kathy Wimmer
| Bedrijven | Functie | Einde |
|---|---|---|
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Corporate Officer/Principal | - |
Pasadena Hospital Association Ltd.
 Pasadena Hospital Association Ltd. Hospital/Nursing ManagementHealth Services Pasadena Hospital Association Ltd. provides health care services. It specializes in the areas of cardiology, oncology, orthopedics, emergency medicine, surgery, psychiatry and women's and children's services. The company was founded in 1892 and is headquartered in Pasadena, CA. | Corporate Officer/Principal | - |
| Warburg Paribas Becker | Corporate Officer/Principal | - |
Opleiding van Kathy Wimmer
| University of Virginia Darden School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Wimmer Associates I LLC
Wimmer Associates I LLC Investment ManagersFinance Wimmer Associates I LLC (Wimmer Associates) is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Katherine Wimmer in 2003. Wimmer Associates provides investment supervisory services and investment management services to individuals, trusts, family groups, and other types of entities that need ongoing investment advice. | Finance |
| Warburg Paribas Becker | |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Finance |
Pasadena Hospital Association Ltd.
Pasadena Hospital Association Ltd. Hospital/Nursing ManagementHealth Services Pasadena Hospital Association Ltd. provides health care services. It specializes in the areas of cardiology, oncology, orthopedics, emergency medicine, surgery, psychiatry and women's and children's services. The company was founded in 1892 and is headquartered in Pasadena, CA. | Health Services |
