![Kimberly Rios](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kimberly Rios
Portefeuillebeheerder-Aandelen bij BMO Family Office LLC
Actieve functies van Kimberly Rios
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Portefeuillebeheerder-Aandelen | 01-07-2022 | - |
Loopbaan van Kimberly Rios
Eerdere bekende functies van Kimberly Rios
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Catalyst Capital Advisors LLC
![]() Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Portefeuillebeheerder-Aandelen | 01-12-2014 | 01-04-2021 |
Roxbury Capital Management LLC
![]() Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Corporate Officer/Principal | - | - |
Brandes Investment Partners LP
![]() Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Corporate Officer/Principal | - | - |
Northern Capital Management LLC (Madison, Wisconsin)
![]() Northern Capital Management LLC (Madison, Wisconsin) Investment ManagersFinance Founded in 1979 by Stephen Hawk, Northern Capital Management LLC is a registered investment advisor located in Madison, Wisconsin. The firm is a subsidiary of MDF Partners LLC. They provide services to individuals, high net-worth individuals, corporations, corporate pension and profit sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, insurance companies, registered mutual funds, private investment funds and trust programs. | Corporate Officer/Principal | - | - |
RMR Wealth Advisors LLC
![]() RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Lid van de Investeringscommissie | 31-08-2011 | - |
Verkoop & Marketing | - | - |
Opleiding van Kimberly Rios
University of Arizona | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sectoraal
Finance | 7 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 6 |
---|---|
Brandes Investment Partners LP
![]() Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Finance |
Northern Capital Management LLC (Madison, Wisconsin)
![]() Northern Capital Management LLC (Madison, Wisconsin) Investment ManagersFinance Founded in 1979 by Stephen Hawk, Northern Capital Management LLC is a registered investment advisor located in Madison, Wisconsin. The firm is a subsidiary of MDF Partners LLC. They provide services to individuals, high net-worth individuals, corporations, corporate pension and profit sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, insurance companies, registered mutual funds, private investment funds and trust programs. | Finance |
Roxbury Capital Management LLC
![]() Roxbury Capital Management LLC Investment ManagersFinance Founded in 1986, Roxbury Capital Management LLC is a registered investment advisor headquartered in Minnetonka, Minnesota. The firm provides investment management services to corporate funds, employee benefit plans, endowments, foundations, individuals and Taft Hartley plans. | Finance |
RMR Wealth Advisors LLC
![]() RMR Wealth Advisors LLC Investment ManagersFinance RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy. | Finance |
Catalyst Capital Advisors LLC
![]() Catalyst Capital Advisors LLC Investment ManagersFinance Catalyst Capital Advisors LLC (Catalyst) is an independent mutual fund manager and registered investment advisor headquartered in Huntington, New York. The firm was founded in 2006 by Jerry Szilagyi and David Miller. Catalyst offers a broad range of distinct, “intelligent alternative” funds. | Finance |
BMO Family Office LLC
![]() BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Finance |
- Beurs
- Insiders
- Kimberly Rios
- Ervaring