Kelly Stevenson Cliff
Geen lopende functies
Vermogen: 22 M $ op 30-04-2024
Profiel
Kelly Stevenson Cliff served as President of Investment Franchises at Victory Capital Management, Inc. from 2014 to 2024.
Prior to that, he was Executive Vice President & Co-Manager at Callan LLC from 1992 to 2014.
He also held the position of President-Investment Franchises at Victory Capital Holdings, Inc. from 2018 to 2024.
Mr. Cliff completed his undergraduate degree at the University of the Pacific.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
23-02-2023 | 431 422 ( 0.67% ) | 22 M $ | 30-04-2024 |
Eerdere bekende functies van Kelly Stevenson Cliff
Bedrijven | Functie | Einde |
---|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Chief Investment Officer | 01-03-2024 |
VICTORY CAPITAL HOLDINGS, INC. | Directeur/Bestuurslid | 01-01-2018 |
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Chief Investment Officer | 01-09-2014 |
Opleiding van Kelly Stevenson Cliff
University of the Pacific | Undergraduate Degree |
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
Beursgenoteerde bedrijven | 1 |
---|---|
VICTORY CAPITAL HOLDINGS, INC. | Finance |
Bedrijven in privébezit | 2 |
---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |